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Customer Service Agent - Commercial Lines Insurance

Company: WalkerHughes Insurance
Location: Fort Wayne
Posted on: January 16, 2022

Job Description:

WalkerHughes Insurance is seeking a Customer Service Agent (CSA) to work in one of its offices in the Fort Wayne area. The CSA will partner with the Sales Executive to enhance and solidify client relationships.

  • Addresses and responds to client questions
  • Resolves client problems and concerns regarding their insurance policies as well as servicing requests (i.e., Payments, endorsements, Evidence of Coverage, etc.)
  • Analyzes, drafts, and monitors complex documents such as renewals, claims, applications, statistical data in support of ongoing business
  • Prepares and processes documents such as policies, renewals, claims, applications, changes, endorsements, binders, contracts, etc. for assigned Sales Executive to ensure accuracy and efficiency.
  • Creates and maintains computer files and suspenses for follow up action
  • Designs and prepares marketing/quoting information and presentation material and processes coverage requests with the Sales Executive
  • Works with the Sales Executive to close new sales opportunities
  • Contacts insurance carriers to coordinate processing of claims and gathering necessary documentation to work through difficult claim situations
  • May provide guidance and direction to other CSAs--Required Skills/Abilities:
    • Disciplined and reliable with a passion for the insurance industry
    • High level of customer focus
    • Skilled in Microsoft Office suite of products
    • Strong aptitude for interpretation of coverage forms, contractual agreements and financial statements
    • Detail oriented with strong analytical and problem-solving skills
    • Communication proficiency
    • Highly motivated with a strong work ethic; able to work independently and with minimal supervision--Education and Experience:
      • High School Diploma or equivalent with a bachelor's degree preferred.
      • 3-5 years experience in customer service
      • At least two years experience in insurance - preferred
      • Insurance License - required--

Keywords: WalkerHughes Insurance, Fort Wayne , Customer Service Agent - Commercial Lines Insurance, Hospitality & Tourism , Fort Wayne, Indiana

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