Responsible 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:
- High school diploma or GED.
- Some college preferred, but not required.
Experience:
- Prior insurance experience is preferred.
- Prior experience with Excel, Word and related software is required.
Skills:
- Ability to gain thorough knowledge of insurance products and coverages.
- Must have the ability to gain and maintain an Insurance Producers license and a valid Illinois Driver's license for this role. First Mid will facilitate training and testing for additional licensure as needed.
- 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.
- May be required to work earlier or later than the normal workday and may be required to work outside of the office to facilitate extended hours or customer visits.
Compensation & Benefits
Compensation:
- Based upon candidate experience.
Benefits:
- Visit our Total Rewards page to see our full list of benefits.
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.
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
LP123
First Mid Bank & Trust
paid time off, tuition reimbursement, 401(k)
Apr 14, 2025