Personal Lines Agent I, 1st Source Insurance, Mishawaka, IN
POSITION SUMMARYServices existing personal lines accounts.
Provides support for producers to facilitate the growth of new business and retain existing clients.
ESSENTIAL REQUIREMENTS 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.
Must maintain a license in good standing as required with the IN Department of Insurance (once obtained).
Must have valid driver's license.
Completes all compliance training.
Understands all applicable laws and regulations that apply to the position and complies with the requirements.
NON-ESSENTIAL FUNCTIONSPerforms all other duties as assigned.
EXPERIENCE/SKILLS Zero (0) to five (5) years' experience preferred.
Previous customer service experience preferred.
Knowledge of agency management and carrier rating systems.
Good PC skills--proficiency in Microsoft Word and Excel essential.
Good communication skills.
Attention to detail.
EDUCATIONBachelors Degree preferred.
LICENSESInsurance designation started; Property & Casualty license preferred.
TRAVEL REQUIREMENTSMinimal or occasional travel for meetings, projects or training as needed.
PHYSICAL DEMANDSThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear.
The employee is occasionally required to stoop or kneel.
The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENTMS Office PC, fax, phone and standard office equipment.
Recommended Skills Attention To Detail Communication Customer Service Management Systems Microsoft Excel Microsoft Word Estimated Salary: $20 to $28 per hour based on qualifications.
Provides support for producers to facilitate the growth of new business and retain existing clients.
ESSENTIAL REQUIREMENTS 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.
Must maintain a license in good standing as required with the IN Department of Insurance (once obtained).
Must have valid driver's license.
Completes all compliance training.
Understands all applicable laws and regulations that apply to the position and complies with the requirements.
NON-ESSENTIAL FUNCTIONSPerforms all other duties as assigned.
EXPERIENCE/SKILLS Zero (0) to five (5) years' experience preferred.
Previous customer service experience preferred.
Knowledge of agency management and carrier rating systems.
Good PC skills--proficiency in Microsoft Word and Excel essential.
Good communication skills.
Attention to detail.
EDUCATIONBachelors Degree preferred.
LICENSESInsurance designation started; Property & Casualty license preferred.
TRAVEL REQUIREMENTSMinimal or occasional travel for meetings, projects or training as needed.
PHYSICAL DEMANDSThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear.
The employee is occasionally required to stoop or kneel.
The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENTMS Office PC, fax, phone and standard office equipment.
Recommended Skills Attention To Detail Communication Customer Service Management Systems Microsoft Excel Microsoft Word Estimated Salary: $20 to $28 per hour based on qualifications.
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