Commercial Lines Customer Service Agent

The DeHayes Group; Fort Wayne (IN); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive Compensation

Vision Insurance

Company Paid Disability Insurance

Supplemental Insurance

401(k) with Safe Harbor Match

Paid Time Off

Paid Holidays

Job summary

The DeHayes Group in Fort Wayne is seeking a Commercial Lines Customer Service Agent responsible for servicing large, complex commercial insurance accounts. The role requires an active Indiana Property & Casualty license and a minimum of 5 years’ experience in commercial insurance brokerage. You will maintain accounts, market new business, and ensure high client satisfaction.

The ideal candidate will have strong knowledge of commercial insurance lines and excellent communication skills, working Monday through Friday with competitive benefits including vision insurance, 401(k), and paid time off.

Qualifications

• Active Indiana Property & Casualty license required.
• Minimum of 5 years’ experience in commercial insurance brokerage.
• In-depth knowledge of all commercial insurance lines.
• Experience with real estate and contractor accounts strongly preferred.
• Strong time management, organizational, and communication skills required.

Responsibilities

• Market and place commercial lines new business and renewal accounts.
• Maintain and service assigned accounts.
• Update insurance applications and gather underwriting information.
• Process policy endorsements and service requests.
• Serve as a reliable point of contact for clients.

Skills

Active Indiana Property & Casualty license

5 years’ experience in commercial insurance brokerage

In-depth knowledge of commercial insurance lines

Experience with real estate and contractor accounts

Understanding of brokerage operations

Proficiency in Microsoft Office Suite

Strong time management and organizational skills

Exceptional attention to detail

Tools

Applied Epic

Document management systems

Carrier platforms

Phone systems

Job description

Position Summary

The Commercial Lines Customer Service Agent (CSA) is responsible for the day‑to‑day servicing and maintenance of assigned large, complex commercial insurance accounts. This role supports both new business and renewals while delivering a high level of client service and satisfaction.

Key Responsibilities

• Market and place commercial lines new business and renewal accounts.
• Maintain and service assigned accounts, ensuring accuracy and timeliness.
• Update insurance applications and gather underwriting information, including loss runs.
• Prepare and issue proposals, binders, auto ID cards, and renewal certificates.
• Process policy endorsements and service requests received via phone, email, or fax in accordance with agency procedures.
• Serve as a reliable point of contact for clients, addressing questions and ensuring a positive service experience.

Qualifications

• Active Indiana Property & Casualty license required
• Minimum of 5 years’ experience in commercial insurance brokerage or a comparable role
• In-depth knowledge of all commercial insurance lines, including complex and specialized coverages, particularly those offered by the agency
• Experience working with real estate and contractor accounts strongly preferred
• Solid understanding of brokerage operations, including claims handling, commercial lines rating, agency management systems, and relevant insurance laws and regulations
• Demonstrated ability to work effectively in a digital environment; experience with Applied Epic preferred but not required; proficiency in Microsoft Office Suite, document management systems, carrier platforms, and phone systems
• Strong time management, organizational, and written and verbal communication skills
• Highly self‑motivated with the ability to work independently
• Exceptional attention to detail and accuracy
• Strong mathematical aptitude preferred
• Ability to successfully pass a background check, as permitted by law

Hours

Monday – Friday, 8:00am to 4:30pm

Office Location

11118 Coldwater Road, Fort Wayne, IN 46845

Benefits

• Competitive Compensation
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays