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Commercial Insurance Representative

Scherz Insurance Group - Farm Bureau

Northville, MI

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JOB DETAILS
SKILLS
Administrative Skills, Billing, Claims Processing, Customer Relations, Customer Relationship Management (CRM), Customer Retention/Renewal, Customer Service Management, Customer Support/Service, Customer/Client Research, Develop and Maintain Customers, Document Management, Guidewire, Insurance, Insurance Sales, Leadership, Marketing, Multitasking, Negotiation Skills, Operational Support, Organizational Skills, Problem Solving Skills, Reimbursement, Sales Management, Salesforce.com, Team Player, Training/Teaching, Underwriting, Work From Home
LOCATION
Northville, MI
POSTED
21 days ago
Benefits:
  • WFH options
  • License reimbursement
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development

Position Summary:
The Commercial Insurance Account Manager is responsible for servicing and retaining a book of small to mid-sized commercial accounts. In a small agency environment, this role requires someone who is resourceful, independent, and comfortable supporting multiple areas of the business—from client service to carrier coordination. This position plays a key role in maintaining strong client relationships and supporting overall agency growth.


Key Responsibilities:
  • Client Service & Account Management
    • Serve as the primary point of contact for commercial clients, providing responsive and personalized support
    • Handle coverage questions, policy changes, billing inquiries, and certificate requests
    • Manage the full renewal process, including gathering information, marketing accounts, and presenting options
    • Process endorsements, cancellations, reinstatements, and other policy updates
    • Conduct coverage reviews and identify opportunities to improve client protection and retention
  • Carrier & Internal Coordination
    • Work directly with underwriters to obtain quotes, negotiate terms, and place coverage
    • Maintain strong carrier relationships and ensure accurate, complete submissions
    • Collaborate with producers/agency leadership to keep accounts on track and informed
  • Claims & Operations Support
    • Assist clients through the claims process, including reporting and follow-up
    • Support general agency operations such as document management, basic admin tasks, and workflow improvements
    • Contribute to a team environment by assisting where needed
Qualifications:
  • Required
    • 2+ years of commercial insurance experience in an agency setting
    • Active Property & Casualty license
    • Knowledge of common commercial lines insurance products
  • Preferred:
    • Experience in a small or independent agency
    • Familiarity with Guidewire and/or Salesforce
    • Industry designations (CISR, CIC, CRM) a plus
Skills:
  • Strong organizational skills and ability to manage multiple priorities
  • Independent, problem-solving mindset
  • Detail-oriented with solid documentation habits
  • Customer-focused communication style
  • Team player willing to support a variety of tasks
We take pride in how we show up for our clients and for each other. Our team is guided by the following values:
  • Integrity: Always do the right thing, even when no one is looking
  • Never Stop Learning: Continuously grow your knowledge to better serve clients
  • Strive to Be the Best: We’re competitive and driven—because winning matters
  • Understand First, Then Advise: We listen first so we can provide the right solutions
  • Respect Each Other: A strong team starts with how we treat one another
  • Exhibit Professionalism: We lead with professionalism to build trust and reduce friction

About the Company

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Scherz Insurance Group - Farm Bureau