Insurance Customer Service Representative at First Mid Bank & Trust

Forsyth, Illinois, United States -

Full Time

Start Date

Immediate

Expiry Date

21 Jul, 26

Salary

22.19

Posted On

22 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Insurance products, Policy renewal, Customer service, Administrative support, Excel, Word, Communication skills, Organizational skills, Time management, Empathy, Cross-selling, Account management

Industry

Financial Services

Description

At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements. Responsible for transactional customer service and policy renewal process. Supports account managers and producers in renewing existing policies and selling new accounts. Responsibilities include, but are not limited to: * 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. Qualifications Education: * Bachelor’s degree preferred Experience: * Prior experience in property-casualty insurance agency or with an insurance company 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 Illinois Producers license and a valid Illinois driver’s license. * May require work outside the office, extended hours or customer visits. Total Rewards: * 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 * Visit our Total Rewards [https://www.firstmid.com/careers/total-rewards/] page to see our full list of benefits First Mid Bancshares, Inc. is an Equal Opportunity 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 LP123

Responsibilities

The representative is responsible for transactional customer service, processing policy renewals, and supporting account managers with administrative tasks. They also assist in selling new accounts and cross-selling bank services while maintaining accurate account records.