Last Updated: November 2023

Job Title:
MMIA Personal Lines Account Executive – Midland Office

Position:
Full time (Salary + Bonus/Incentives)

About MMIA:

My Member Insurance Agency is a fast-growing insurance agency, with offices in Saginaw and Midland, Michigan.  We are adding a Personal Lines Account Executive to our team as part of a strategic growth initiative for our agency. This position will be based out our Midland, Michigan office. We are a top performing agency who has been providing insurance protection throughout Michigan for more than 60 years. We represent many of the top regional, national and specialty carriers in the region.

Scope of Role:

Agency staff members perform a fundamental role in providing financial protection for their communities and being risk management advocates for their clients. This is accomplished by creating insurance solutions for prospective customers, providing exceptional service to existing clients, and building lasting relationships within the community. We embrace and support a team oriented culture that rewards employees both for individual contributions as well as the collective performance of the agency.

Position Expectations:

• Seek out new clients and develop clientele by networking to find new customers and generate lists of clients. Earn referrals from existing clients through exceeding service expectations.
• Interview prospective clients to obtain data about their insurance needs, to discuss any existing coverage, and to determine what information is necessary to provide insurance quotations.
• Customize insurance programs to suit individual customers, often covering a variety of risks.
• Explain features, advantages and disadvantages of various policies to promote sale of insurance plans that are in the best interest of the client.
• Quote coverages requested by client with multiple insurance carriers using Comparative Rating software. Complete side by side comparisons of coverage options and pricing for client review.
• Sell various types of insurance policies individuals on behalf of insurance companies, including personal insurance and life insurance.
• Contact underwriter and submit required underwriting information to bind coverage. Ensure that all policy requirements are met.
• Collect insurance payments on behalf of carriers.
• Provide exceptional, timely service within service standards set by agency.
• Plan and oversee incorporation of insurance program into Agency Management System for proper documentation, quoting, billing and Errors & Omissions purposes.
• Inspect properties as requested/required by insurance carriers.
• Active community involvement, including volunteerism and membership in at least one civic organization
• Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
• Develop marketing strategies to compete with other individuals or companies who sell insurance, including in the digital space.
• Performs other duties as assigned.

Experience/Knowledge/Skills/Abilities:

• Michigan Property & Casualty Insurance License required.
• Michigan Life Insurance License desired, but not required, at time of hire. Expedited completion will be required post-hire.
• Prior insurance industry experience desired, but not required.
• Prior experience working with Applied EPIC is a plus.
• Must be an assertive self-starter with the ability to influence others and multi-task.
• Must be able to excel in a dynamic, developing, change-embraced work environment
• Must be passionate about providing exceptional service to both potential and existing clients
• Must be proficient in basic computer skills, Microsoft product suite (Word/Excel/Outlook)

We Offer:

• Annual Base Salary Based on Experience
• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Hands on Training
• Tuition Reimbursement
• Mon-Fri Schedule
• Retirement Plan
• Career Growth Opportunities

These duties are normal for this position. These are not to be construed as exclusive or all-inclusive. Other duties may be required and assigned. My Member Insurance Agency reserves the right to hire internal or external employees for all positions. As a wholly owned affiliate of the Frankenmuth Credit Union, MMIA employees are expected to cultivate the exemplary brand of FCU through consistency, service and community.

Last Updated: November 2023

Job Title:
MMIA Personal Lines Account Manager – Saginaw Office

Position:
Full time (Salary)

About MMIA:

My Member Insurance Agency is a fast-growing insurance with locations in Saginaw, Midland, Sebewaing, and Pigeon, Michigan. We are adding a Personal Lines Account Manager to our team as part of a strategic growth initiative for our agency. This position will be based out of our Saginaw, Michigan office. We are a top performing agency who has been providing insurance protection throughout Michigan for more than 60 years. We represent many of the top regional, national and specialty carriers in the region.

Scope of Role:

Agency staff members perform a fundamental role in providing financial protection for their communities and being risk management advocates for their clients. We embrace and support a team oriented culture that rewards employees both for individual contributions as well as the collective performance of the agency. A successful Personal Lines Account Manager will be focused on renewing existing business, rounding out existing accounts, and providing exceptional customer service.

Position Expectations:

• Provide extraordinary service and maintain existing book of business assignment
• Service existing customers with policy endorsements, renewals, answering questions and solving concerns regarding their insurance policies.
• Inform and educate customers about policy coverage, changes, exclusions, etc.
• Maintain client files in agency management system
• Respond to billing and payment processing inquiries
• Receive and submit claim information on client’s behalf – advocate as needed for client with carrier
• Identify and utilize opportunities to build deeper customer relationships through identifying account rounding opportunities.
• In depth knowledge of computer system functions, procedures, and reporting for carriers represented, including agency management and comparative rating systems.
• Stay up to date on carrier offerings and available products within the industry to best service the customer’s needs.

Experience/Knowledge/Skills/Abilities:

• Michigan Property & Casualty Insurance License preferred, but not required. If not currently in place, expedited completion of licensing will be expected.
• Michigan Life Insurance License preferred, but not required. If not currently in place, expedited completion of licensing will be expected.
• 3 years experience within the insurance industry preferred. Multiple years of customer service experience required.
• Must be self motivated and comfortable working both independently and as part of a team environment.
• Must have ability to perform at a high level in dynamic, developing, change-embraced work environment, while being attentive to details and deadlines.
• Must have strong organizational skills with ability to multi-task and transition quickly between jobs.
• Must be punctual and responsible – taking ownership in the success of the job function.

We Offer:

• Annual Base Salary Based on Experience
• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Hands on Training
• Tuition Reimbursement
• Mon-Fri Schedule
• Retirement Plan
• Career Growth Opportunities

These duties are normal for this position. These are not to be construed as exclusive or all-inclusive. Other duties may be required and assigned. My Member Insurance Agency reserves the right to hire internal or external employees for all positions. As a wholly owned affiliate of the Frankenmuth Credit Union, MMIA employees are expected to cultivate the exemplary brand of FCU through consistency, service and community.