Commercial Lines Customer Service Agent

Keystone Agency Partners LLC • Fort Wayne, IN

8d • Onsite

About The Position

The Commercial Lines Customer Service Agent (CSA) is responsible for the day-to-day servicing and maintenance of assigned complex commercial insurance accounts. The role supports new business and renewals while delivering a high level of client service and satisfaction. The CSA markets and places commercial lines accounts, maintains account records, gathers underwriting information, prepares policy and renewal documents, processes service requests, and serves as a client point of contact.

Requirements

• Active Indiana Property & Casualty license.
• Minimum of 5 years of experience in commercial insurance brokerage or a comparable role.
• In-depth knowledge of all commercial insurance lines, including complex and specialized coverages, particularly those offered by the agency.
• Solid understanding of brokerage operations, including claims handling, commercial lines rating, agency management systems, and relevant insurance laws and regulations.
• Ability to work effectively in a digital environment.
• Proficiency in Microsoft Office Suite, document management systems, carrier platforms, and phone systems.
• Strong time management, organizational, written communication, and verbal communication skills.
• Ability to work independently and high self-motivation.
• Exceptional attention to detail and accuracy.
• Ability to successfully pass a background check, as permitted by law.

Nice To Haves

• Experience working with real estate and contractor accounts.
• Experience with Applied Epic.
• Strong mathematical aptitude.

Responsibilities

• Market and place commercial lines new business and renewal accounts.
• Maintain and service assigned accounts, ensuring accuracy and timeliness.
• Update insurance applications and gather underwriting information, including loss runs.
• Prepare and issue proposals, binders, auto ID cards, and renewal certificates.
• Process policy endorsements and service requests received via phone, email, or fax in accordance with agency procedures.
• Serve as a reliable point of contact for clients, addressing questions and ensuring a positive service experience.

Benefits

• Competitive compensation.
• Health insurance plans, including PPO, HSA, and copay options.
• Dental insurance.
• Vision insurance.
• Company-paid disability insurance.
• Supplemental insurance, including critical illness, accident, legal, and pet insurance.
• 401(k) with Safe Harbor Match.
• Paid time off.
• Paid holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed