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Commercial Lines Customer Service Agent

Employer
1st Source
Location
Mishawaka, Indiana
Salary
depends on experience and education
Closing date
Jan 7, 2023

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Job Details

POSITION SUMMARY
Services existing commercial lines accounts while providing support for producers to facilitate the growth of new business and retain existing clients.

ESSENTIAL REQUIREMENTS

  • Provides daily customer service to existing customers, documenting all conversations into the agency management system.
  • Coordinates renewals of existing accounts with producers, suggesting additional coverages.
  • Discusses insurance needs with customers and advises customers on proper products to meet their particular needs.
  • Negotiates terms and premiums with underwriters and has the authority to bind coverage on behalf of underwriters of various insurance agencies.
  • Must maintain a 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

  • Zero (0) to five (5) years’ experience preferred.
  • Previous customer service experience preferred.
  • Knowledge of agency management and carrier rating systems.
  • 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
Bachelors Degree preferred.

LICENSES
Insurance designation started; Property & Casualty 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.

Company

1st Source Bank is present in communities throughout northern Indiana and southwestern lower Michigan. As we expand, we are enlisting new members for our ever-growing team. Your knowledge and skills may make you a valuable addition to the 1st Source family. A few benefits of employment at 1st Source Corporation: Health and Well-being *Insurance (Medical, Dental, and Life) *Family Medical Leave *Short Term Disability *24 Hour Accidental Death and Disability Insurance *Paid Time Off Wealth and Security *401(k) --Profit Sharing *Money Purchase Plan *Shift Premiums *Free Checking Account with Free Checks *Free Savings Account *Overdraft Protection (subject to approval) *Direct Deposit *Free Traveler's Cheques, Treasurer's Checks, and Money Orders *Consumer Loan Discount Growth and Fulfillment *American Institute of Banking Courses *Tuition Aid Reimbursement *Paid In-house Training *Quality Teams *Annual Reviews and Salary Evaluations *Service Awards *Clubs and Social Groups These are only the most tangible benefits of working for 1st Source. Benefits are both given and received; they cannot always be measured in purely financial terms.

Company info
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