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Customer Service Agent - Commercial Lines Insurance

Company: WalkerHughes Insurance
Location: Fort Wayne
Posted on: January 15, 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, Sales , Fort Wayne, Indiana

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