Commercial Lines CSA

Job Description:

The Customer Service Agent (CSA) provides support to the Account
Manager (AM) or Senior Account Manager (SAM) by performing
administrative functions on assigned Commercial Lines accounts
following agency procedures. The CSA works directly with the AM and
SAM in the handling of new accounts and servicing of existing
Commercial Line accounts.

Assist AM or SAM with new and renewal business

Order Loss Runs

Prepare Draft Renewal Coverage Summary

Prepare appropriate communications using email templates

Navigate carrier websites and input change requests when
applicable with a high degree of accuracy

Order Endorsements for policy changes at the direction of the AM
or SAM

Checks carrier generated documents for accuracy including, but not
limited to, policies, endorsements, audits, and cancellations

Communicate, follow-up if needed, and secure corrections, with
documentation, from all carriers on policy discrepancies

Process Certificates of Insurance and Evidence of Property documents

Invoice transactions accurately including, but not limited to,
endorsements, cancellations and audits

Prepare and mail/e-mail policy documents including, but not
limited to, policies, endorsements, auto ID cards, audits, and cancellations

Respond to client requests professionally and within 24 hours of receipt

Follow-up on open tasks/activities daily

Process un-routed attachments daily

Update Applications in agency management system as

Must be able to work during regular working hours as established
by the agency

Other duties as may be assigned

Experience and Skills:

Years of Experience:
* No experience required

Education:
* High School Diploma or equivalent
License or
Certifications:
* P&C license obtained upon hire

Additional Information:
* Ability to obtain Property and
casualty license
* Willingness to pursue continuing education,
i.e....INS, CISR, ACSR, etc.
* Good organizational, verbal and
written communication skills necessary
* Ability to utilize
computer programs and understand functionality
* Basic computer
and word processing skills required
* Basic knowledge of standard
billing and invoicing practices
* Ability to maintain a positive
attitude, express enthusiasm and be flexible
* Ability to work
independently or as part of a team
* Appropriately attired for
professional office environment
* Maintains a professional,
helpful and courteous demeanor with clients, carrier personnel, and
agency personnel.