Customer Service Agent

5 days ago


Fort Wayne, Indiana, United States The DeHayes Group Full time

JOB TITLE: COMMERCIAL LINES CUSTOMER SERVICE AGENT (CSA) - PROCESSOR

REPORTS TO: Operations Manager

PRIMARY ROLE: Day-to-day maintenance and servicing of assigned Commercial Lines accounts

QUALIFICATIONS & EDUCATION:

· Property & Casualty License

· 3 years' insurance brokerage or equivalent experience. Knowledge of all lines of commercial insurance

· Thorough knowledge of brokerage operations including claims handling, procedures, commercial lines rating, agency management system, and applicable insurance laws/codes

· Experience and expertise in operating in electronic environment; Applied EPIC knowledge is preferred but not required. Excellent automation skills, Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems

· Excellent time management, organizational and verbal and written communication skills

· High degree of self-motivation and self-direction

DUTIES:

  • Check in policies & endorsements
  • Run & Review MVRs
  • Generate certificates and EOPs
  • Update applications, assemble loss runs, and other underwriting information to submit to insurance companies.
  • Prepare proposals, binders, auto ID cards and renewal certificates
  • Check in policies when received per agency procedure.
  • Contact customers to obtain necessary underwriting/claim information
  • Receive phone calls or e-mails from customers for policy endorsements and process per agency procedures.

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Disability insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Vision insurance

Work Location: In person



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