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Now Hiring - Personal Lines Agent I, 1st Source Insurance, Mishawaka, IN in Mishawaka, IN

Personal Lines Agent I, 1st Source Insurance, Mishawaka, IN in Mishawaka, IN

1st Source
Base Salary Yes (amount not posted)
Total Comp: NA
Qualifications Years In Sales
Industry: Financial Services
Benefits: yes
Customer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell Banking & Lending
To Whom Financial Services
Location: Mishawaka, IN
3.6

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 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 FUNCTIONS
Performs 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.

EDUCATION
Bachelors Degree preferred.

LICENSES
Insurance designation started; Property & Casualty license preferred.

TRAVEL REQUIREMENTS
Minimal or occasional travel for meetings, projects or training as needed.

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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

1st Source
Company Size
1001 to 5000 Employees
Founded
1962
They Sell
Banking & Lending
To Whom
Financial Services
Revenue
$100 to $500 million (USD)


1st Source is currently hiring for 1 sales position
1st Source has openings in: IN
The average salary at 1st Source is:

1 Yes (amount not posted)

1st Source
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1st Source

1st Source is currently hiring for 1 sales position
1st Source has openings in: IN
The average salary at 1st Source is:

1 Yes (amount not posted)