1st Source Bank

Job Details

Description

POSITION SUMMARY

Responsible for the day-to-day office administration and customer service. Services existing life & health accounts. Provides support for producers to facilitate the growth of new business and to retain existing clients.

ESSENTIAL REQUIREMENTS

• Provides daily customer service to existing customers, documenting all communications into the agency management system.
• Processes and follows up on insurance claims.
• Provides information or documentation as requested to insurance carriers.
• Maintains accurate records and files data.
• Discusses insurance needs with customers and advises customers on proper products to meet their particular needs. Reviews existing accounts and suggests additional coverages.
• Negotiates renewal premiums.
• Services existing clients with day-to-day needs necessary for their insurance program.
• Supports producers by assisting them with preparing proposals and renewal presentations and servicing clients.
• Must maintain a Life and Health license in good standing as required with the IN Department of Insurance (once obtained).
• Must have valid driver’s license.
• Completes all compliance training related to the position.
• Understands all applicable laws and regulations that apply to the position and complies with the requirements.

NON-ESSENTIAL FUNCTIONS

• Performs all other duties as assigned.

EXPERIENCE/SKILLS

• One (1) to five (5) years’ experience preferred.
• Previous customer service experience preferred.
• Knowledge of agency management and carrier rating systems.
• Good communication skills – written, verbal and listening.
• Good communication skills.
• Good PC skills--proficiency in Microsoft Word and Excel essential.
• Ability to work independently to achieve sales goals.
• Attention to detail.

EDUCATION

Bachelor’s Degree preferred, Benefits or HR background strongly desired.

LICENSES

Insurance designation started; Indiana Life & Health license preferred.

TRAVEL REQUIREMENTS

Minimal or occasional travel for meetings, projects or training as needed.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.

While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.

EQUIPMENT

MS Office PC, fax, phone and standard office equipment.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)