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

1st Source•Mishawaka, IN

25d•Onsite

About The Position

Responsible for sales and retention of new and existing accounts. The role involves establishing and expanding relationships with other producers, bank personnel, and clients to enhance client satisfaction and agency growth. The employee must maintain an insurance license in good standing with the Indiana State Department of Insurance, hold a valid driver’s license, maintain regular and predictable attendance, complete applicable compliance training, and comply with laws and regulations related to the position. The role may require travel to off-site locations and overnight travel.

Requirements

Maintain a license in good standing with the Indiana State Department of Insurance.
Valid driver's license.
Regular and predictable attendance.
Property & Casualty license required.
Knowledge of agency management systems.
Knowledge of carrier rating systems and coverages.
Good PC skills, including 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, and to travel overnight.

Nice To Haves

Three to five years of commercial/group insurance sales experience preferred.
Bachelor's degree preferred.

Responsibilities

Coordinate new sales opportunities.
Meet with prospective clients to determine their insurance needs.
Conduct presentations to employees and employer-prospects, as needed.
Coordinate monthly reviews and planning of upcoming client renewals with Customer Service Agents (CSAs).
Ensure 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.
Complete all compliance training related to the position and comply with applicable laws and regulations.
Perform other duties as assigned.