Agent II, Small Business, 1St Source Insurance, Mishawaka, IN

POSITION SUMMARY

Services existing small business accounts. Provides support for producers to facilitate the growth of new business and retain existing clients. Directs sales of small business accounts.

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.

• Coordinates renewals of existing accounts with producers, suggesting additional coverages.

• Negotiates terms and premiums with underwriters and has the authority to bind coverage on behalf of underwriters of various insurance agencies.

• Works with producers to quote their prospects and the various insurance carriers to place the business.

• Must maintain a license in good standing as required by the IN Department of Insurance.

• Completes all compliance training related to the position.

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

• Responsible for the completion of all compliance training related to the position.

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 communication skills.

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

• Ability to work independently to achieve sales goals.

• 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.