Insurance Risk Senior Advisor, 1st Source Insurance, Mishawaka, IN

Position Summary

Responsible for sales and retention of new and existing accounts. This includes establishing and expanding relationships with other producers, bank personnel and clients to enhance client satisfaction and agency growth.

Essential Requirements

• Captures new sales opportunities.
• Meets with prospective clients to determine insurance needs.
• Conducts presentations to business owners and c-suite executives, as needed.
• Coordinates monthly review and planning of upcoming client renewals with Customer Service Agents (CSAs).
• Ensures appropriate and timely activity tracking/reporting in the agency management system; as well as communicating with appropriate agency staff.
• Provides customer service support to CSAs and clients.
• Fosters referrals with relationship managers.
• Refers business to banking centers.
• Refers any additional business needs to other departments within insurance agency.
• Maintains a license in good standing with the IN State Department of Insurance.
• Maintains a valid driver’s license.

Non-essential Functions

Performs all other duties as assigned.

Experience/Skills

• Minimum of five (5) years commercial insurance sales experience required.
• Knowledge of agency management systems.
• Knowledge of carrier rating systems and coverages.
• Good PC skills—proficiency in Microsoft Word and Excel essential.
• Attention to detail.
• Ability to work independently to achieve sales goals.
• Good communication skills.

Education

Bachelor’s Degree preferred.

Licenses

• Property & Casualty license required.
• At least one insurance designation required: CPCU, CIC, CRM, CSRM, ARM, AU, CAWC, CWCA, AINS.

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.
• Lift and/or move up to 10 pounds.

EQUIPMENT

• MS Office PC, fax, phone and standard office equipment.