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Form of workResponsible for transactional Customer Service and policy renewal process. Supports account administrators, account managers and producers in renewing existing policies and selling new accounts.
Responsibilities include, but are not limited to:
- Renew and/or market 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.
Qualifications
Education:
- Bachelor’s degree preferred, but not required.
Experience:
- Prior insurance experience is preferred.
- Prior work with Excel, Word and related software is required.
Skills:
- 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 Insurance Producers license and a valid driver’s license.
- May require work outside the office, extended hours or customer visits.
First Mid Bancshares, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
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