Group Employee Benefit Lines Customer Service Agent, 1st Source Insurance, Merrillville, IN

Group Employee Benefit Lines Customer Service Agent

Responsible for the day-to-day office administration and customer service. Services existing life & health accounts. Provides support for producers to facilitate the growth of new business and to retain existing clients.

Essential Requirements:

• Provides daily customer service to existing customers, documenting all communications into the agency management system.
• Processes and follows up on insurance claims.
• Provides information or documentation as requested to insurance carriers.
• Maintains accurate records and files data.
• Discusses insurance needs with customers and advises customers on proper products to meet their particular needs. Reviews existing accounts and suggests additional coverages.
• Negotiates renewal premiums.
• Services existing clients with day-to-day needs necessary for their insurance program.
• Supports producers by assisting them with preparing proposals and renewal presentations and servicing clients.
• Must maintain a Life and Health license in good standing as required with the IN Department of Insurance (once obtained).
• Must have a valid driver’s license.
• Regular and predictable attendance is an essential requirement of the position.
• Completes 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:

• One (1) to five (5) years’ experience preferred.
• Previous customer service experience preferred.
• Knowledge of agency management and carrier rating systems.
• Good communication skills – written, verbal and listening.
• 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, Benefits or HR background strongly desired.

Licenses: Insurance designation started; Indiana Life & Health license preferred.

Travel Requirements: Minimal or occasional travel for meetings, projects or training as needed.

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.