Employee Benefit Lines Agent II, 1st Source Insurance, Merrillville, IN

1st Source•Merrillville, IN

About The Position

POSITION SUMMARY Services existing life & health accounts. Provides support for producers to facilitate the growth of new business and to retain existing clients. Directs sales of individual life & health products. 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. Obtains quotes for prospects. Negotiates terms and premiums with underwriters and has the authority to bind coverage on behalf of underwriters of various insurance agencies. Services existing clients with day to day needs necessary for their insurance program. Must maintain a license in good standing as required 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 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 Indiana Life & Health 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.

Requirements

Must maintain a license in good standing as required 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.
Good communication skills.
Good PC skills--proficiency in Microsoft Word and Excel essential.
Ability to work independently to achieve sales goals.
Attention to detail.
Indiana Life & Health license required.
Ability to travel to off-site locations for meetings, projects, seminars, etc., as well as ability to travel overnight.

Nice To Haves

Five (5) to ten (10) years’ experience preferred.
Previous risk management and customer service experience preferred.
Knowledge of agency management and carrier rating systems.
Bachelor’s Degree preferred.

Responsibilities

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.
Obtains quotes for prospects.
Negotiates terms and premiums with underwriters and has the authority to bind coverage on behalf of underwriters of various insurance agencies.
Services existing clients with day to day needs necessary for their insurance program.
Must maintain a license in good standing as required 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.
Performs all other duties as assigned.