Insurance Customer Service Representative
6 days ago
**Job Summary**
1st Source is seeking a highly skilled Commercial Lines Insurance Agent to join our team. As a key member of our insurance team, you will be responsible for providing exceptional customer service to existing commercial lines accounts while supporting producers to facilitate the growth of new business and retain existing clients.
**Key Responsibilities**
• Provide daily customer service to existing customers, documenting all conversations into the agency management system.
• Coordinate renewals of existing accounts with producers, suggesting additional coverages.
• Discuss insurance needs with customers and advise customers on proper products to meet their particular needs.
• Negotiate terms and premiums with underwriters and have the authority to bind coverage on behalf of underwriters of various insurance agencies.
• Maintain a license in good standing as required with the relevant insurance regulatory body.
• Have valid drivers license.
• Complete all compliance training related to the position.
• Understand all applicable laws and regulations that apply to the position and comply with the requirements.
**Requirements**
• Zero (0) to five (5) years experience preferred.
• Previous 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.
**Preferred Qualifications**
• Bachelors Degree preferred.
• Insurance designation started; Property & Casualty license preferred.
**Work Environment**
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.
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