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

1st Source Bank•Merrillville, IN

17h

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.

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.
Five (5) to ten (10) years’ 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.
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

Previous risk management and customer service experience preferred.
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.