Commercial Lines Customer Service Agent (CSA)

Keystone Agency Partners LLC • Fort Wayne, IN

4d • Hybrid

About The Position

The Commercial Lines Customer Service Agent (CSA) is responsible for the day-to-day servicing and maintenance of assigned commercial insurance accounts. This role supports both new business and renewals while delivering a high level of client service and satisfaction.

Requirements

• Active Indiana Property & Casualty license required
• Minimum of 3 years’ 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
• Demonstrated 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, and written and verbal communication skills
• Highly self-motivated with the ability to work independently
• 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 strongly preferred
• Experience with Applied Epic preferred but not required
• Strong mathematical aptitude preferred

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 (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, 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