Careers

Location:  Saginaw, MI

Emil Rummel Agency, Inc. is continually growing! We are seeking a full-time Personal Lines Account Manager to join our team in the Saginaw office. This position is responsible for making a positive and professional impression on people who call and/or visit our agency – we take pride in building, nurturing, and retaining client relationships. Account Managers provide comprehensive service to our Personal Lines clients by obtaining, maintaining, expanding, and servicing accounts.

Essential Duties and Responsibilities:

• Receive incoming inquiries from clients via phone calls, email, or fax.
• Process information as outlined in PL Procedures Manual meeting insurance company requirements, agency coverage standards, and proper documentation in the agency computer system.
• Obtain updated contact information on every contact including address, phone numbers, and email addresses. Document updated information in the agency computer system and other systems as needed.
• Review coverage and premiums, endorse, re-quote, up-sell, and account round existing renewal policies.
• Provide information to banks, mortgagees, and car dealers as requested by insureds.
• Process and issue new policies for insureds. May include gathering information on appropriate forms, preparing quotes, obtaining signed applications, collecting down payments, and transmitting new policy information to insurance companies.
• Receive claim information from insureds and advise of coverage availability and future policy implications of claim submission. Assist policyholders in the resolution of claim if issues arise in the settlement.
• Process policy cancellations as requested by the insured following PL Manual procedures. Determine the reason for cancellation and document in the computer as outlined in PL workflow.
• Communicate underwriting requirements for continued insurance as outlined by insurance companies. Work with insureds to resolve underwriting issues and continue coverage with the best possible policy protections.
• Obtain referral prospects from existing clients. Refer to appropriate staff members for contact.
• Obtain and maintain a valid Michigan agent’s license and a CISR designation.

Experience and Qualifications:

• Appropriate State license(s) preferred.
• 2+ year insurance experience, personal lines experience preferred.
• Two-year associate college degree or related experience at an agency or carrier.
• Excellent time management, organizational, verbal, and written communication skills.
• A high degree of self-motivation and self-direction.

Please send resume and cover letter to hr@rummelinsurance.com

Emil Rummel Agency, Inc. is continually growing! We are seeking a full-time Life & Health Account Manager to join our team. This position is responsible for making a positive and professional impression on people who call and/or visit our agency – we take pride in building, nurturing, and retaining client relationships. Account Managers provide comprehensive service to our Life & Health clients by obtaining, maintaining, and servicing accounts.

Essential Duties and Responsibilities:

Group Health

• Create a cohesive bond with your client through excellent follow-up, phone etiquette, and written material.
• Receive incoming calls from group and individual customers, service needs.
• Process group health changes as requested by the client in a timely manner.
• Process group renewals
• Administer new quotes for groups as requested.
• Process and submit group new business forms.
• Track and process Data Collection Surveys.

Life

• Process changes to existing policies per request of the insured
• Order paramedic exam and enter activities for clients as needed.
• Process accepted policies, including gathering all delivery documents and payment. Submit to the carrier.

Medicare

• Assist customers with questions and servicing needs.
• Work with Agent, Managing Agency, and Carrier as needed with questions related to billing, claims, ordering ID cards, commission, etc.
• Contact clients and prospects via phone and/or email to set appointments.
• Manage/update database for direct mail and email campaigns.

Experience and Qualifications:

• Appropriate State license(s) preferred.
• 2+ years of insurance experience, Life & Health experience preferred.
• Two-year associate college degree or related experience at an agency or carrier.
• Excellent time management, organizational, verbal, and written communication skills.
• A high degree of self-motivation and self-direction.

Please send a cover letter and resume to hr@rummelinsurance.com.