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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 ...
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First Source information
Is First Source a legit company?
What jobs pay 2000 a day?
What is the difference between First Source vs Customer Service Representative?
| Aspect | First Source | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may require specific certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Call centers, customer support centers, or remote | Call centers, retail, or office settings |
| Employer & Industry Usage | Used across industries like telecommunications, finance, and retail | Common in retail, telecom, healthcare, and service industries |
First Source and Customer Service Representative roles share similar credentials and work environments, often involving customer interaction via phone or online. While First Source may refer to a specific company or program, Customer Service Representatives are a broader job title found across many industries. Both roles focus on assisting customers, but First Source may emphasize specific processes or systems used by certain employers.
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Group Employee Benefit Lines Agent II, 1st Source Insurance, Merrillville, IN
1st Source BankMerrillville, IN
Full-time
Posted 28 days ago
1st Source Bank rating
9.1
Based on 11 frontline employees who took The Breakroom Quiz
3rd of 141 rated banks
Job description
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.
- Services existing clients with day to day needs necessary for their insurance program.
- Must maintain a license in good standing as required with the IN Department of Insurance.
- Must have valid driver’s license.
- Regular and predictable attendance is an essential requirement of the position.
- Responsible for the completion of 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
- 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.
- Ability to work independently to achieve sales goals.
- 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
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.
About 1st Source Bank
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
1,001 - 5,000 Employees
Headquarters location
South Bend, IN, US
Year founded
1863