1st Source Bank · 1 day ago
Agri Business Advisor, 1st Source Insurance, Mishawaka, IN
Mishawaka, Indiana, United States
Full-time
Onsite
Senior Level
5+ years exp1st Source Bank is seeking an Agri Business Advisor to manage sales and retention of agribusiness accounts. The role involves building relationships with clients and bank personnel to enhance satisfaction and promote agency growth.
BankingFinanceFinancial Services
Responsibilities
Coordinates new sales opportunities
Meets with prospective clients to determine insurance needs
Conducts presentations to agribusiness owners, as needed
Coordinates monthly review and planning of upcoming client renewals with Customer Service Agents (CSAs)
Ensures appropriate and timely activity tracking/reporting in the agency management system; as well as communicating with appropriate agency staff
Provides customer service support to CSAs and clients
Develops rapport with relationship managers to foster referrals
Refers business to banking centers
Refers any additional business needs to other departments within insurance agency
Must maintain a license in good standing with the IN State Department of Insurance
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
Coordinates new sales opportunities
Meets with prospective clients to determine insurance needs
Conducts presentations to agribusiness owners, as needed
Coordinates monthly review and planning of upcoming client renewals with Customer Service Agents (CSAs)
Ensures appropriate and timely activity tracking/reporting in the agency management system; as well as communicating with appropriate agency staff
Provides customer service support to CSAs and clients
Develops rapport with relationship managers to foster referrals
Refers business to banking centers
Refers any additional business needs to other departments within insurance agency
Must maintain a license in good standing with the IN State Department of Insurance
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
Property & Casualty license required
Ability to travel to off-site locations for meetings, projects, seminars, etc., as well as ability to travel overnight
Good PC skills--proficiency in Microsoft Word and Excel essential
Attention to detail
Ability to work independently to achieve sales goals
Good communication skills
Preferred
Minimum five (5) years agribusiness insurance experience preferred
Knowledge of agency management systems
Knowledge of carrier rating systems and coverages
Bachelor's Degree 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
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2025-12-18
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