The DeHayes Group · 3 weeks ago
Personal Lines Customer Service Agent
Fort Wayne, IN
Full-time
Onsite
Entry Level
1+ years expThe DeHayes Group is a leading insurance agency in Northeast Indiana, founded in 1982. They are seeking a Personal Lines Customer Service Agent to manage and service Personal Lines accounts, ensuring high levels of client satisfaction and compliance with underwriting guidelines.
Auto InsuranceCommercial InsuranceEmployee BenefitsHealth InsuranceLife InsuranceProperty Insurance
Hiring Manager
Rebecca Filkins
Responsibilities
Review all applications, renewal requests, and endorsements to ensure compliance with underwriting authority and guidelines
Prepare and/or authorize auto ID cards as needed
Prepare and/or authorize binders and Evidence of Property Insurance when required
Initiate, review, prepare, and process renewals, endorsements, cancellations, and related transactions
Handle mortgagee and lienholder requests and inquiries via phone and written correspondence
Assist the Producer and Office Manager with collections and process additional or return premiums
Process additional or return premiums for agency-billed transactions
Take claim reports, maintain claim files, mail claim cards to insureds, complete SR21 forms when required, and order police reports as needed
Review company-issued policies and endorsements for accuracy
Enter all non-downloaded policy data into the agency management system in accordance with agency procedures
Participate in training seminars and classes to enhance professional skills and knowledge
Scan and upload all relevant documents into the agency system
Maintain the Expiration List and ensure all policies are renewed or rewritten prior to expiration
Run carrier downloads and process them appropriately
Enter endorsement requests and new business applications directly into carrier systems
Obtain underwriting information for carriers as requested
Run reports and prepare quotations as needed
Monitor cancellation and late-payment notices; mail annual late-pay/EFT letters to insureds, including retrieving billing notifications from the Allied system
Set up and maintain customer information in the agency system, including profiling customers and ensuring accurate contact information
Perform other duties as assigned
Qualification
Required
Active Indiana Property & Casualty License
Minimum of 1 year of insurance agency experience
Extensive knowledge of all personal insurance lines, especially those products offered through the agency
Comprehensive understanding of agency operations, including claims handling, procedures, personal lines rating, agency management systems, and relevant insurance laws and codes
Proficiency in electronic workflow environments
Proficiency with Outlook, Word, Excel, document management tools, carrier proprietary systems, and phone systems
Familiarity with risk assessment and risk management techniques
Excellent time management, organizational and verbal and written communication skills
High degree of self-motivation and self-direction
Preferred
Experience with Applied Epic preferred but not required
Benefits
Competitive Compensation
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
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
Company
The DeHayes Group
The DeHayes Group is an independent insurance agency offering business and personal insurance, employee benefits, and financial services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Nick Groves
Managing Partner
Company data provided by crunchbase