1st Source Bank · 3 months ago
Group Employee Benefit Lines Customer Service Agent, 1st Source Insurance, Merrillville, IN
Merrillville, Indiana, United States
Full-time
Onsite
Entry, Mid Level
1+ years exp1st Source Bank is a financial institution seeking a Group Employee Benefit Lines Customer Service Agent. The role involves providing day-to-day customer service and administrative support for existing life and health accounts while assisting producers in growing new business and retaining clients.
BankingFinanceFinancial Services
Responsibilities
Provides daily customer service to existing customers, documenting all communications into the agency management system
Processes and follows up on insurance claims
Provides information or documentation as requested to insurance carriers
Maintains accurate records and files data
Discusses insurance needs with customers and advises customers on proper products to meet their particular needs
Reviews existing accounts and suggests additional coverages
Negotiates renewal premiums
Services existing clients with day-to-day needs necessary for their insurance program
Supports producers by assisting them with preparing proposals and renewal presentations and servicing clients
Must maintain a Life and Health license in good standing as required with the IN Department of Insurance (once obtained)
Must have valid driver’s license
Regular and predictable attendance is an essential requirement of the position
Completes all compliance training related to the position
Understands all applicable laws and regulations that apply to the position and complies with the requirements
Performs all other duties as assigned
Qualification
Required
Provides daily customer service to existing customers, documenting all communications into the agency management system
Processes and follows up on insurance claims
Provides information or documentation as requested to insurance carriers
Maintains accurate records and files data
Discusses insurance needs with customers and advises customers on proper products to meet their particular needs
Reviews existing accounts and suggests additional coverages
Negotiates renewal premiums
Services existing clients with day-to-day needs necessary for their insurance program
Supports producers by assisting them with preparing proposals and renewal presentations and servicing clients
Must maintain a Life and Health license in good standing as required with the IN Department of Insurance (once obtained)
Must have valid driver's license
Regular and predictable attendance is an essential requirement of the position
Completes all compliance training related to the position
Understands all applicable laws and regulations that apply to the position and complies with the requirements
Preferred
One (1) to five (5) years' experience preferred
Previous customer service experience preferred
Knowledge of agency management and carrier rating systems
Good communication skills – written, verbal and listening
Good PC skills--proficiency in Microsoft Word and Excel essential
Ability to work independently to achieve sales goals
Attention to detail
Bachelor's Degree preferred, Benefits or HR background strongly desired
Insurance designation started; Indiana Life & Health license preferred
Company
1st Source Bank
1st Source has offered clients a convenient and friendly way to bank for over 150 years.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Andrea Short
President
Recent News
MarketScreener
2025-12-18
Inside INdiana Business
2025-11-22
2025-11-21
Company data provided by crunchbase