Customer Service Representative

Job Overview

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 South Haven, 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 South Haven area with honesty and care.

Salary Range: $60,000.00 - $75,000.00 per year

Benefits

Annual Base Salary + Commission + Bonus Opportunities

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

Requirements

• 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

Responsibilities

• 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.

About Us

Harbor Shores Insurance & Financial is not just an insurance agency; we are architects of financial security and champions of peace of mind for our community. Located in the heart of South Haven, we are dedicated to empowering individuals, families, and businesses with comprehensive insurance and financial solutions that safeguard their dreams and future. Our mission is to inspire confidence and build lasting relationships through unparalleled service and personalized strategies, ensuring our clients navigate life's uncertainties with strength and clarity.

We foster an energetic and deeply collaborative environment where innovation meets unwavering dedication. At Harbor Shores, you'll be part of a passionate team committed to exceeding expectations and making a tangible difference in the lives of others. We believe in the power of proactive engagement, continuous learning, and a supportive atmosphere that encourages professional growth and personal fulfillment. If you're driven by a desire to protect and uplift your community, and thrive in a dynamic setting where your contributions are truly valued, then Harbor Shores Insurance & Financial is your launchpad to an inspiring career. Join us and help build a more secure future, one client at a time!