Job Description
- Renews expiring policies by gathering updated customer information and processing with underwriters/systems for policy issue.
- Meets customers’ daily requests including policy changes, certificates of insurance, provides answers to customer questions.
- Monitors policy expiration list to be certain that expiring policies are renewed.
- Monitors accounts receivable balances on assigned accounts.
- Provides administrative support to producers including preparing insurance applications.
- Cross-sell insurance and bank services in a professional manner.
- Complete required training associated with job function.
- Performs other duties as required.
- Bachelor’s degree preferred
- Prior experience in property-casualty insurance agency or with an insurance company is preferred.
- Prior work with Excel, Word and related software is required
- Thorough knowledge of insurance products and coverages.
- High level of organizational and communication skills including the ability to handle multiple simultaneous tasks and establish priorities.
- Ability to empathize with customers and to respond appropriately.
- High level of ability with Word, Excel and related software.
- May be required to work earlier or later than the normal workday.
- Must maintain an Illinois Producers license and a valid Illinois driver’s license.
- May require work outside the office, extended hours or customer visits.
- Competitive health, dental & vision coverage with HSA match
- 401(k) with employer match + Employee Stock Purchase Plan
- Generous PTO, paid holidays & parental leave
- Tuition reimbursement & performance-based bonuses
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Visit our Total Rewards page to see our full list of benefits
Pay Range: $17.74 - $22.19 per hour
