CUSTOMER SERVICE AGENT (CSA) FOR INSURANCE
Job Number : 10290
Job Location :
Job Category : Insurance Services
Job Type : Full Time
Old National Insurance, a subsidiary of Old National Bank, is seeking a Customer Service Agent (CSA) in our Indianapolis office. Old National is the largest independent retail insurance agency headquartered in Indiana and is one of the top 100 insurance brokers in the U.S.
The CSA is responsible for providing assistance to Producers in the handling and processing of new and renewal Commercial Lines accounts. In addition, the CSA with provide in-house customer service to clients as assigned and requested.
The position specifically entails: coordinating expirations with Producer(s) and obtaining renewal and/or new business information, assisting in marketing of new and renewal business, determining premiums, preparing presentation packets and maintaining underwriting and marketing information by carrier, checking new and renewal policies for accuracy in rating, typing, coverages, signatures, and inputting these transactions to generate billing invoices, ensuring that items are delivered and/or mailed to client, ensuring that all electronic files are complete and up-to-date, receiving phone calls from clients and companies regarding insurance, claims, or administrative problems, and compiling with the request and/or refer to the Producer(s) when necessary.
The ideal candidate will have:
- 3 – 5 Years of Commercial Insurance Experience required.
- Thorough understanding of Commercial Lines underwriting, coverages and risk analysis.
- A current Indiana Property & Casualty insurance license is required (or ability to obtain within 90 days of hire date)
- Excellent written and verbal communication skills.
- Proficiency with Microsoft products.
- Previous Agency Management systems experience a plus, Vertafore/ Sagitta preferred.
- Previous Document Imaging systems experience a plus, Vertafore/ImageRight preferred.
- Must be detail oriented, excel in a fast-paced environment, able to meet deadlines, work with a sense of urgency and have excellent customer service skills.
Diversity …Our differences enhance business performance.
Old National is an equal opportunity employer M/F/D/V. I ndividuals with disabilities, including disabled veterans and veterans with service-connected disabilities, are encouraged to apply.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the SVP Talent Acquisition Manager, to fill a specific position.
Old National Bank - 18 months ago