Commercial Lines Customer Service Agent

Position Summary The Commercial Lines Customer Service Agent (CSA) is responsible for the day‑to‑day servicing and maintenance of assigned large, complex commercial insurance accounts. This role supports both new business and renewals while delivering a high level of client service and satisfaction. Key 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. Qualifications Active Indiana Property & Casualty license required Minimum of 5 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 Experience working with real estate and contractor accounts strongly preferred 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; experience with Applied Epic preferred but not required; 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 Strong mathematical aptitude preferred Ability to successfully pass a background check, as permitted by law Hours Monday – Friday, 8:00am to 4:30pm Office Location 11118 Coldwater Road, Fort Wayne, IN 46845 Benefits Competitive Compensation 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 #J-18808-Ljbffr