Insurance Risk Senior Advisor, 1st Source Insurance, Mishawaka, IN

POSITION SUMMARY
Responsible for sales and retention of new and existing accounts.  This includes establishing and expanding relationships with other producers, bank personnel and clients to enhance client satisfaction and agency growth.

ESSENTIAL REQUIREMENTS

• Coordinates new sales opportunities.  


• Meets with prospective clients to determine insurance needs.                                   


• Conducts presentations to business owners and c-suite executives, as needed. 


• Coordinates monthly review and planning of upcoming client renewals with Customer Service Agents   (CSAs). 


• Ensures appropriate and timely activity tracking/reporting in the agency management system; as well as communicating with appropriate agency staff. 


• Provides customer service support to CSAs and clients. 


• Develops rapport with relationship managers to foster referrals. 


• Refers business to banking centers. 


• Refers any additional business needs to other departments within insurance agency. 


• Must maintain a license in good standing with the IN State Department of Insurance. 


• Must have valid driver’s license. 


• Regular and predictable attendance is an essential requirement of the position. 


• Completes all compliance training related to the position. 


• Understands all applicable laws and regulations that apply to the position and complies with the requirements.

NON-ESSENTIAL FUNCTIONS
Performs all other duties as assigned.                                   

EXPERIENCE/SKILLS

• Minimum of five (5) years commercial insurance sales experience required. 


• Knowledge of agency management systems. 


• Knowledge of carrier rating systems and coverages. 


• Good PC skills--proficiency in Microsoft Word and Excel essential. 


• Attention to detail. 


• Ability to work independently to achieve sales goals. 


• Good communication skills.

EDUCATION
Bachelor’s Degree preferred.

LICENSES

• Property & Casualty license required.       


• At least one insurance designation required: CPCU, CIC, CRM, CSRM, ARM, AU, CAWC, CWCA, AINS. 

TRAVEL REQUIREMENTS
Ability to travel to off-site locations for meetings, projects, seminars, etc., as well as ability to travel overnight.

PHYSICAL DEMANDS
The 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.

EQUIPMENT
MS Office PC, fax, phone and standard office equipment.