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Commercial Lines Customer Service Agent

2 months ago

Fort Wayne, United States The DeHayes Group Full time

About Us


The DeHayes Group was founded in 1982 as a commercial property and casualty insurance agency with three employees. Organic growth, acquisitions and development of new product lines enabled The DeHayes Group to become the largest locally owned insurance agency in Northeast Indiana. We are pleased to offer commercial property and casualty, group benefits, personal lines, senior benefits, wellness and financial services. The DeHayes Group represents more than 40 insurance carriers, insures over 1,300 business and 1,800 households and is responsible for the health insurance needs of more than 19,000 lives.


Our mission is exceeding expectations beyond insurance. The DeHayes Group proactively delivers the outstanding service and expertise that our clients have come to expect and appreciate for over 30 years. We do this by developing a deep relationship with our clients. This is what guides us to provide you with a tailored solution for your business and personal needs, whether it be property and casualty insurance, employee benefits, personal insurance or financial services.


Commercial Lines Customer Service Agent (CSA)


Primary Role:


Day-to-day maintenance and servicing of assigned Commercial Lines accounts, including but not limited to:

  • Marketing & placement of CL new business and renewal accounts
  • Maintaining a high level of client service and satisfaction


Duties:


  • Update applications, assemble loss runs, and other underwriting information to submit to insurance companies.
  • Prepare proposals, binders, auto ID cards, and renewal certificates.
  • Receive phone calls, faxes or e-mails from customers for policy endorsements and process per agency procedures.


Qualifications:


  • Active Indiana Property & Casualty License
  • Minimum 5 years’ insurance brokerage or equivalent experience
  • Extensive knowledge of all lines of commercial insurance, including sophisticated and less common coverages, especially those products represented through agency
  • Real Estate & Contracting experience highly preferred
  • 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 an 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; Intermediate Excel skills required
  • Excellent time management, organizational and verbal and written communication skills
  • High degree of self-motivation and self-direction
  • Attention to detail
  • Strong mathematic abilities preferred


Hours: Monday – Friday, 8:00am to 4:30pm


Office Location: 11118 Coldwater Road, Fort Wayne, IN 46845


Benefits:


  • Competitive Compensation
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Disability Insurance
  • 401(k)
  • Paid Time Off and Paid Holidays


No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.