Personal Lines Agent II, 1st Source Insurance, Mishawaka, IN

1st Source BankMishawaka, IN
Onsite

About The Position

Services existing personal lines accounts. Provides support for producers to facilitate the growth of new business and retain existing clients.

Requirements

  • Must maintain a license in good standing with the IN Department of Insurance.
  • Must have valid driver’s license.
  • Regular and predictable attendance is an essential requirement of the position.
  • Knowledge of agency management and carrier rating systems.
  • Good PC skills--proficiency in Microsoft Word and Excel essential.
  • Good communication skills.
  • Attention to detail.
  • Property & Casualty license required.

Nice To Haves

  • Five (5) to ten (10) years’ experience preferred.
  • Previous risk management and insurance customer service experience preferred.
  • Bachelor's Degree preferred.

Responsibilities

  • Provides daily customer service to existing customers, documenting all conversations into the agency management system.
  • Discusses insurance needs with customers and advises customers on proper products to meet their particular needs.
  • Reviews existing accounts and suggests additional coverages.
  • Negotiates terms and premiums with underwriters and has the authority to bind coverage on behalf of underwriters of various insurance agencies.
  • Processes endorsements and verifies endorsement was processed correctly by insurance company and downloaded correctly into system.
  • Assists in issuance of new business by verifying accuracy of new policies.
  • Supports and assists with overflow from producers.
  • Refers additional lines of business to other departments within the insurance agency and bank.
  • 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.
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