Commercial Lines CSA Share LinkedIn Twitter Facebook Google Email

Gregory & Appel Insurance
United States, Indiana, Indianapolis
1402 North Capitol Avenue (Show on map)
Mar 31, 2025
Job Description The Customer Service Associate (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. Responsibilities 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 may be assigned Experience and Skills High School Diploma or equivalent Property & Casualty license will be obtained upon hire Willingness to pursue continuing education (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