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Now Hiring - Gregory & Appel Insurance - Insurance Commercial Lines CSA in Indianapolis, IN

Insurance Commercial Lines CSA in Indianapolis, IN

Gregory & Appel Insurance
Base Salary $39K - $61K
Total Comp: NA
Quick Apply Save
Qualifications Years In Sales
Industry: Insurance

Benefits:

yes
Customer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell Insurance Carriers
To Whom Insurance

Location:

Indianapolis, IN
4.6

Full description of the position

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.
Job Benefits:

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

Holidays

Vision

Paid Parental Leave

Remote Work Options

From: Gregory & Appel Insurance

Gregory & Appel Insurance
Company Size
51 to 200 Employees
Founded
1884
They Sell
Insurance Carriers
To Whom
Insurance
Website
www.gregoryappel.com
Revenue
$5 to $25 million (USD)

Gregory & Appel Insurance is currently hiring for 5 sales positions
Gregory & Appel Insurance has openings in: IN
The average salary at Gregory & Appel Insurance is:

5 Yes (amount not posted)

Gregory & Appel Insurance
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Gregory & Appel Insurance

Gregory & Appel Insurance is currently hiring for 5 sales positions
Gregory & Appel Insurance has openings in: IN
The average salary at Gregory & Appel Insurance is:

5 Yes (amount not posted)