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

POSITION SUMMARY
Services 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 coverage’s. 


• 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 with the IN Department of Insurance.


• 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.

NON-ESSENTIAL FUNCTIONS
Performs all other duties as assigned.

EXPERIENCE/SKILLS

• Five (5) to ten (10) years’ experience preferred.


• Previous risk management and insurance 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.

EDUCATION
Bachelor's Degree preferred.

LICENSES
Property & Casualty license required.

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.