Commercial Lines Customer Service Representative (Lyman & Sheets)
Job Title: Commercial Lines Customer Service Representative
Department/Agency: Lyman & Sheets Insurance Agency
Location: Lansing, MI
The Lyman & Sheets Insurance Agency provides a broad choice of insurance products to clients in all 50 states and abroad. For more than a century, our consultants have helped clients prepare for the unexpected, with the right types of products including business insurance, personal insurance, risk management and employee benefits.
As a long-standing, expanding insurance agency, Lyman & Sheets provides exciting opportunities for individuals who share our values of quality customer service and personal integrity. As our business grows, we need to add outstanding, energetic employees to our team.
Provide support to Commercial Lines Account Managers on assigned accounts. Support Producer(s) and Account Managers in writing new business and retaining renewals.
Perform daily service on assigned task by Account Manager or Operations Manager with the agency’s written procedures including, but not limited to:
Account transactions including ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
Respond to client inquiries, incoming mail, and company request needs on a timely basis.
Collect renewal data on assigned accounts.
Review new/renewal policies and endorsements to insure items were received as ordered.
Maintain accuracy of client data in agency management system (Applied Systems)
Document all activities in agency management system (Applied Systems)
Understand and utilize upload, download and interface technology
Assist other agency departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client
Keeping Producers and Account Managers informed of all important activities on their accounts including being sensitive to potential problems and informing management
Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance
Maintain knowledge of current underwriting requirements of contracted insurance carriers
Maintain knowledge of policy provisions and any changes in these provisions
Complete other functions and assignments as assigned including back-up duties.
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
Active Michigan Property & Casualty Resident Producer License or ability to obtain one within 60 days of hire date
Strong organizational skills- ability to discern priority and initiative
Computer skills, specifically Applied TAM, Microsoft Word, Outlook and Excel
Excellent verbal and written communication skills as well as strong interpersonal skills
Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages
Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form
High School diploma required
Associate Degree or higher preferred
Lyman & Sheets provides a competitive wage and comprehensive benefit package including excellent health and dental coverage, vision, 401K plan, profit sharing, life and disability insurance, paid vacation and holiday time, etc., plus a team-oriented work environment.
Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.