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- Delivers outstanding customer service at all times, including proactively anticipating customer needs, maintain frequent and professional customer communication and responding quickly to service requests.
- May manage or supervise other team members.
- May lead departmental or divisional initiatives on permanent or ad hoc basis.
- Maintains high degree of technical competence and industry/market expertise.
- Maintains policy expiration list to insure timely renewal and delivery of policies.
- Monitors accounts receivable balances on assigned accounts.
- Cross-sell insurance and bank services in a professional manner.
- Complete required training associated with job function.
- Performs other duties as required. Qualifications Education/Experience:
- Bachelor's degree in a business related field and two years' experience in insurance preferred or a minimum of 5 years' experience in commercial insurance.
- Both an Illinois Insurance Producers license and a valid Illinois Driver's license are required
- Prior work with Excel, Word and related software is required. Skills:
- Thorough knowledge of insurance products and coverages.
- Must be able to prioritize and manage multiple tasks with accuracy and thoroughness, with special emphasis on meeting deadlines.
- High level of organizational and communication skills.
- Ability to work respectively with diverse populations both internally and externally.
- Ability to empathize with customers and to respond appropriately.
- Proficient in Microsoft Office products with an emphasis in Excel.
- Thorough knowledge of Accord forms.
- May be required to work earlier or later than the normal workday.