Customer Account Manager at The Derek Stein Agency

Posted One Month Ago
Be an Early Applicant
Commerce Township, MI, USA
In-Office
55K-65K Annually
Junior
Professional Services • Design
The Role
Manage and service personal lines insurance accounts, including policy changes, endorsements, renewals, billing inquiries, quoting, and coverage recommendations. Partner with sales on new business, maintain client relationships, support retention, and deliver responsive customer service. The role requires knowledge of auto, homeowners, renters, and umbrella insurance products, proficiency with carrier and agency systems, and strong organizational and communication skills.
Summary Generated by Built In

The Derek Stein Agency is growing, and we’re looking for a motivated, service-minded Customer Account Manager to join our Personal Lines team in Wolverine Lake, Michigan.

Looking to break into the insurance industry? We’d like to hear from you, too.

We believe some of the best insurance professionals come from careers where communication, responsiveness, problem-solving, organization, and customer service are essential. That could include hospitality, mortgage or financial services, account management, banking, customer service, military service or even a recent college graduate ready to begin a professional career.

An active Michigan Property & Casualty License is preferred, but it is not required at the time of hire. Candidates without a current license must be willing and able to obtain their Michigan Property & Casualty License. We’re looking for someone with the aptitude and motivation to learn about the industry, build strong client relationships, and grow with our agency.

Why Join The Derek Stein Agency?
• Competitive salary of $55,000–$65,000 (based on experience)
• 100% employer-paid Medical, Dental, and Vision insurance (for employee only)
• Bonus and commission opportunities
• Paid Time Off and vacation benefits
• Opportunity to grow your career with an established and respected agency
Customer Account Manager Requirements:

• Commitment to study for and obtain a Michigan Property & Casualty License.
• Ability and willingness to learn personal insurance products, coverage options, and industry processes is essential.
• Excellent communication and relationship-building skills.
• Ability to prioritize multiple responsibilities while maintaining exceptional attention to detail.
• Proficiency with multiple computer systems and software applications.
Customer Account Manager Responsibilities:

• Manage and service a portfolio of personal lines clients.
• Process policy changes, endorsements, renewals, and billing inquiries.
• Quote and rate insurance policies accurately and efficiently.
• Partner with the sales team to support new business opportunities.
• Build lasting client relationships through proactive communication and outstanding service.
• Assess clients' evolving insurance needs and recommend appropriate coverage solutions.
• Contribute to client retention efforts by delivering a positive and professional customer experience.

Location: Commerce Township, MI 48390
If you're looking for a place where your expertise is valued and your contributions make a meaningful impact, we encourage you to apply!

      Skills Required

      • Active Michigan Property and Casualty License
      • 2+ years of experience in personal lines account management, underwriting, or a related insurance client service role
      • Experience working with carrier quoting platforms and agency management systems
      • Strong knowledge of personal insurance products, including auto, homeowners, renters, and umbrella policies
      • Excellent communication and relationship-building skills
      • Ability to prioritize multiple responsibilities while maintaining exceptional attention to detail
      • Proficiency with multiple computer systems and software applications
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      The Company
      HQ: Seattle, WA
      30 Employees
      Year Founded: 1999

      What We Do

      Scot Eckley Inc. is a Seattle-based landscape design and construction company serving residential clients. It provides landscape design, landscape architecture, construction, and garden-care services, creating and enhancing outdoor living spaces. The firm also develops inspired gardens and outdoor environments tailored to each client’s needs, budget, and site characteristics, with services spanning design concepts, installation, and ongoing garden care throughout the project lifecycle.

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