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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

* High School Diploma or equivalent
License or
* 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.


401k with Safe Harbor & Employer Match

Vacation (Paid Time Off)

Dental Insurance

Short and Long-Term Disability

Health Insurance (Spousal Carve-out)

Basic Life Insurance



Paid Parental Leave

Remote Work Options

Salary Range
$21,000.00 - $33,000.00
per Year
Salary range estimated by
salary estimation provided by zippia
Indianapolis, IN, 46202, US