Commercial Lines Account Representative

Kaffenberger Family Agency

  • Davison, MI
  • 30+ days ago
  • Full-time

Highlights

In this role, you'll work closely with commercial clients to provide exceptional service, maintain strong relationships, and provide ongoing guidance to help clients make informed insurance decisions. ROLE DESCRIPTION: Join our growing agency at Kaffenberger Family Agency as a Commercial Lines Account Representative and become a trusted resource for local businesses.

Numbers & Facts

LocationDavison, MI
Job TypeFull-time

Description

Benefits:
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • 401(k)
  • Dental insurance
  • Health insurance
  • Vision insurance

ROLE DESCRIPTION:
Join our growing agency at Kaffenberger Family Agency as a Commercial Lines Account Representative and become a trusted resource for local businesses. In this role, you'll work closely with commercial clients to provide exceptional service, maintain strong relationships,  and provide ongoing guidance to help clients make informed insurance decisions. 


We're looking for someone who enjoys building connections, solving problems, and delivering outstanding customer experiences. This position offers a blend of account management, client service, and opportunities to identify additional coverage solutions that support our clients' businesses.



RESPONSIBILITIES:
  • Build and maintain relationships with commercial insurance clients 
  • Assist clients with policy changes, renewals, certificates, and coverage questions 
  • Review existing accounts and identify opportunities to better protect clients' businesses 
  • Maintain accurate client records and policy documentation 
  • Support account retention and agency growth through proactive communication 
QUALIFICATIONS:


  • Strong communication and customer service skills
  • Ability to build trust and develop long-term client relationships
  • Detail-oriented with strong organizational skills
  • Previous insurance, account management, customer service, or sales experience preferred
  • Commercial insurance experience is a plus 
  • Property & Casualty license preferred or willingness to obtain

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