NOTE: This role is IN OFFICE at our South Bend, IN location. Will eventually move to hybrid after approx. 6 months.

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Job Duties and Responsibilities:

Client Maintenance and Service (50%):

• Welcome new clients
• Respond to customer inquiries
• Process customer change requests such as coverage and/or limit changes, foreclosed property additions and removals, branch changes, auto ids, etc.
• Issue insurance certificates upon request
• Resolve accounting discrepancies
• Resolve contingencies set by insurance carriers
• Provide annual coverage reviews and discuss with client management/board members when needed

Execute Renewals (40%):

• Maintain current level of business by production/sales of renewal policies
• Possess a thorough understanding of Bond and Property and Casualty products
• Review renewal coverages and options
• Negotiate product terms, conditions and pricing with underwriters
• Plan, prepare and execute renewal business proposals
• Review quotes, binders, and policies for accuracy as provided by carriers
• Order insurance coverage

Cross Sell New Products and Additional Solutions (10%):

• Selling new lines of business to existing clients
• Selling new coverages to existing clients

Qualifications (Education, Experience, Certifications and KSA):

• High School Diploma required
• Bachelors degree in Business Administration or related field preferred
• 3-4 years of directly related work experience required
• Must possess and maintain a valid Property and Casualty insurance license

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job.