Personal Lines Customer Service Agent
7 days ago
Fort Wayne
Job Description About Us The DeHayes Group was founded in 1982 as a commercial property and casualty insurance agency with three employees. Organic growth, acquisitions and development of new product lines enabled The DeHayes Group to become the largest locally owned insurance agency in Northeast Indiana. We are pleased to offer commercial property and casualty, group benefits, personal lines, senior benefits, wellness and financial services. The DeHayes Group represents more than 40 insurance carriers, insures over 1,300 business and 1,800 households and is responsible for the health insurance needs of more than 19,000 lives. Our mission is exceeding expectations beyond insurance. The DeHayes Group proactively delivers the outstanding service and expertise that our clients have come to expect and appreciate for over 30 years. We do this by developing a deep relationship with our clients. This is what guides us to provide you with a tailored solution for your business and personal needs, whether it be property and casualty insurance, employee benefits, personal insurance or financial services. Personal Lines Customer Service Agent (CSA) Position Summary: The primary function of this role is to provide day-to-day maintenance and servicing of Personal Lines accounts. This includes marketing and placing renewal business, partnering with Producers to quote and secure new Personal Lines accounts, and ensuring consistently high levels of client service and satisfaction. Duties: • Review all applications, renewal requests, and endorsements to ensure compliance with underwriting authority and guidelines., • Prepare and/or authorize auto ID cards as needed., • Prepare and/or authorize binders and Evidence of Property Insurance when required., • Initiate, review, prepare, and process renewals, endorsements, cancellations, and related transactions., • Handle mortgagee and lienholder requests and inquiries via phone and written correspondence., • Assist the Producer and Office Manager with collections and process additional or return premiums., • Process additional or return premiums for agency-billed transactions., • Take claim reports, maintain claim files, mail claim cards to insureds, complete SR21 forms when required, and order police reports as needed., • Review company-issued policies and endorsements for accuracy., • Enter all non-downloaded policy data into the agency management system in accordance with agency procedures., • Participate in training seminars and classes to enhance professional skills and knowledge., • Scan and upload all relevant documents into the agency system., • Maintain the Expiration List and ensure all policies are renewed or rewritten prior to expiration., • Run carrier downloads and process them appropriately., • Enter endorsement requests and new business applications directly into carrier systems., • Obtain underwriting information for carriers as requested., • Run reports and prepare quotations as needed., • Monitor cancellation and late-payment notices; mail annual late-pay/EFT letters to insureds, including retrieving billing notifications from the Allied system., • Set up and maintain customer information in the agency system, including profiling customers and ensuring accurate contact information., • Active Indiana Property & Casualty License., • Minimum of 1 year of insurance agency experience., • Extensive knowledge of all personal insurance lines, especially those products offered through the agency., • Comprehensive understanding of agency operations, including claims handling, procedures, personal lines rating, agency management systems, and relevant insurance laws and codes., • Proficiency in electronic workflow environments; experience with Applied Epic preferred but not required. Proficiency with Outlook, Word, Excel, document management tools, carrier proprietary systems, and phone systems., • Familiarity with risk assessment and risk management techniques., • Excellent time management, organizational and verbal and written communication skills. Office Location: 11118 Coldwater Road, Fort Wayne, IN 46845 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