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

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.
• Serves existing clients with day to day needs necessary for their insurance program.
• Maintains a license in good standing as required with the IN Department of Insurance.
• Must have valid driver’s license.

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.
• Able to work independently to achieve sales goals.
• Adequate 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

• Sit, stand and walk.
• Use hands and fingers to operate keyboard and other office equipment.
• Reach with hands and arms.
• Talk or hear.
• Sometimes stoop or kneel.
• Occasionally lift and/or move up to 10 pounds.

EQUIPMENT

• MS Office PC
• Fax
• Phone
• Standard office equipment.