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

1st Source Bank • Mishawaka, IN

2d • 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level