Group Employee Benefits Lines Agent I, 1st Source Insurance, Merrillville, IN

1st Source Bank•Merrillville, IN

4h•Onsite

About The Position

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.

Requirements

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.
Regular and predictable attendance is an essential requirement of the position.
Responsible for the completion of all compliance training related to the position.
Understands all applicable laws and regulations that apply to the position and complies with the requirements.
Good communication skills – written, verbal and listening.
Good PC skills--proficiency in Microsoft Word and Excel essential.
Ability to work independently to achieve sales goals.
Attention to detail.

Nice To Haves

One (1) to five (5) years’ experience preferred.
Previous customer service experience preferred
Knowledge of agency management and carrier rating systems.
Bachelor’s Degree preferred, Benefits or HR background strongly desired.
Insurance designation started; Indiana Life & Health license preferred.

Responsibilities

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.
Regular and predictable attendance is an essential requirement of the position.
Responsible for the completion of all compliance training related to the position.
Understands all applicable laws and regulations that apply to the position and complies with the requirements.
Performs all other duties as assigned.