Commercial Lines Producer, 1st Source Insurance, Mishawaka, IN

1st Source Bank • Mishawaka, IN

8h

About The Position

The Commercial Lines Producer is responsible for sales and retention of new and existing accounts. The role establishes and expands relationships with other producers, bank personnel, and clients to enhance client satisfaction and agency growth. The position requires a Property & Casualty license and a valid driver’s license, along with regular and predictable attendance and compliance with applicable training, laws, and regulations. The role may require travel to off-site locations and overnight travel.

Requirements

• Property & Casualty license required.
• Valid driver’s license required.
• Three to five years of commercial/group insurance sales experience preferred.
• Knowledge of agency management systems.
• Knowledge of carrier rating systems and coverages.
• Proficiency in Microsoft Word and Excel.
• Attention to detail.
• Ability to work independently to achieve sales goals.
• Good communication skills.
• Ability to travel to off-site locations for meetings, projects, and seminars, including overnight travel.
• Ability to sit, stand, and walk; use hands and fingers to operate a keyboard and other office equipment; reach with hands and arms; and talk or hear.
• Occasionally stoop or kneel and lift and/or move up to 10 pounds.

Nice To Haves

• Three to five years of commercial/group insurance sales experience.
• Bachelor’s degree.

Responsibilities

• Coordinate new sales opportunities.
• Meet with prospective clients to determine insurance needs.
• Conduct presentations to employees and employer-prospects as needed.
• Coordinate monthly review and planning of upcoming client renewals with Customer Service Agents (CSAs).
• Ensure appropriate and timely activity tracking and reporting in the agency management system, and communicate with appropriate agency staff.
• Provide customer service support to CSAs and clients.
• Develop rapport with relationship managers to foster referrals.
• Refer business to banking centers.
• Refer additional business needs to other departments within the insurance agency.
• Maintain a license in good standing with the Indiana State Department of Insurance.
• Maintain regular and predictable attendance.
• Complete all compliance training related to the position.
• Understand and comply with applicable laws and regulations.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed