1st Source Insurance is the leading insurance provider in northern Indiana and southwestern Michigan. We're in a unique position locally to offer policies from more than 20 of the best regional and national insurance carriers.
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.
Coordinates new sales opportunities.
Meets with prospective clients to determine insurance needs.
Conducts presentations to employees and employer-prospects, 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.
Completes all compliance training related to the position.
Understands all applicable laws and regulations that apply to the position and complies with the requirements.
Ability to travel to off-site locations for meetings, projects, seminars, etc., as well as ability to travel overnight.
Performs all other duties as assigned.
Three (3) to five (5) years personal/group insurance sales experience preferred.
Bachelor's Degree preferred.
Property & Casualty license required.
Knowledge of agency management systems.
Knowledge of carrier rating systems and coverage's.
Good PC skills--proficiency in Microsoft Word and Excel essential.
Attention to detail.
Ability to work independently to achieve sales goals.
Good communication skills.
Ability to travel to all locations as needed for meetings, projects, training, seminars, etc.
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.
Equal Opportunity Employer - M/F/Disability/Veteran
1St Source Bank