Customer Service Representative

Job Description

At Harbor Shores Insurance & Financial, we believe that protecting your future shouldn't feel like a chore. Tucked away in the beautiful lakeside community of Stevensville, Michigan, our office serves as a neighborly hub for families and businesses looking for peace of mind. We are looking for a Customer Service Representative who genuinely enjoys connecting with people and wants to be the friendly voice our clients rely on.

This isn't just about processing paperwork; it is about building trust within our community and ensuring that when life throws a curveball, our clients feel fully supported. You will play a vital role in our daily operations, acting as the heartbeat of our client relations. If you are someone who finds joy in solving problems, enjoys a steady, positive office rhythm, and wants to work in a place where your professional development is genuinely encouraged, you will fit right in.

We invite you to bring your kindness and your expertise to our team as we continue to serve the Stevensville area with honesty and care.

• Paid Time Off (PTO)
• Dental Insurance
• Vision Insurance
• Health Insurance
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities

• Act as the primary point of contact for our policyholders, helping them navigate their coverage options with clarity and patience.
• Review existing client accounts to ensure their protection plans remain aligned with their life changes.
• Process routine policy updates, billing inquiries, and certificates of insurance with a high degree of accuracy.
• Collaborate with our insurance advisors to gather necessary documentation for new policies or renewals.
• Document client interactions and changes in our database to ensure our team is always informed.
• Foster a welcoming office environment by greeting visitors and maintaining a professional, helpful presence.

• Active Michigan Property & Casualty Insurance License (unlicensed candidates may apply if willing to obtain license within the first month of employment)
• Two or more years of experience in customer service, administrative, or office setting.
• Clear, empathetic communication skills when speaking with clients over the phone or in person.
• Solid understanding of Microsoft Office Suite and agency management systems.
• Strong attention to detail and ability to track multiple client requests simultaneously.
• Associate degree or higher, or equivalent professional certification.
• Understanding of modern technology uses, including AI