SUMMARY:\n \nResponsibilities include providing customer service to customers and vendors. Processing of new sales and renewal support tasks. Meet sales goals and service standards.\n \nCUSTOMER SERVICE SKILLS:\n \nWillingness to provide a level of service which will clearly differentiate us from our competitors.\n \nINTERPERSONAL SKILLS:\n \nProfessional demeanor in appearance, interpersonal relations, work ethic and attitude.\n \nPossess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner.\n \nESSENTIAL DUTIES AND RESPONSIBILITIES:\n \nTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.\n \nNew Business:\n \nPre-qualifies and analyzes prospects' coverage needs. Recommends coverages and prepares rating quotes and proposals to sell new accounts.\n \nSolicits increases in coverage or rounding out accounts through sales to clients at every service contract.\n \nEducates clients as to coverage limitation and documents on the system.\n \nCompletes applications for insurance and has insured sign them. Submits to eligible and appropriate carries, and follows up to ensure timely receipt of policies or quotations.\n \nSeeks referrals from current client base to solicit for new business prospects.\n \nRefers clients to Life, Benefits, and Commercial Lines department for solicitation of new business.\n \nRetention:\n \nReviews each service contracts current client coverages and recommends changes in coverage and in markets, as needed to ensure high quality coverage.\n \nProcesses renewals and remarkets, as needed.\n \nAssists clients with making coverage changes and completes all service requests for clients.\n \nInforms clients of policy changes, exclusions of coverage and insurance coverage needs. Explains coverages and exclusions to clients. Uses every service contract as opportunity to review and market appropriate coverage.\n \nHandles direct-billed "walk-in" payments. Verifies coverage status processes, as appropriate. Provides receipt.\n \nGenerates documents and produces correspondence to satisfy client service requests or to provide automated information, as needed by client.\n \nPrepares summaries of insurance, schedules and proposals, using computerized system.\n \nAssists clients in submitting first reports of claims. Obtains adjustors or visits from agency staff, facilitates prompt response from company staff and follow up on claims status to keep insureds informed and to work toward settlement of claims.\n \nMaintains orderly electronic files and information, following agency standards.\n \nVerifies accuracy and coverage adequacy of policies. Requests changes to correct errors and follows up. \n \nSurveys insureds' loss exposures and recommends coverage at every service opportunity.\n \nProcesses incoming mail requests and responds promptly and appropriately.\n \nVerifies accuracy of al direct bill cancellation notices, and take appropriate action.\n \nOTHER REQUIREMENTS:\n \nBanking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.\n \nAbility to read and comprehend simple instructions, short correspondence, and memos. \n \nAbility to write simple correspondence. \n \nAbility to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.\n \nAbility to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. \n \nAbility to compute rate, ratio, and percent and to draw and interpret bar graphs. \n \nAbility to define problems, collect data, establish facts, and draw valid conclusions. \n \nAbility to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. \n \nAbility to organize and set priorities to ensure completion of workload.\n \nMust be willing to work as part of a team.\n \nPossess pleasant, outgoing personality \u2013 must be personable.\n \nAbility to independently analyze and resolve customer issues.\n \nAbility to perform specialized or confidential administrative duties.\n \nProven skills in maintaining a number of projects.\n \nMust be proficient in Microsoft Office products including Word, Excel and Outlook.\n \nAbility to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately.\n \nAbility to understand written and oral communication.\n \nAdequate knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and underwrite assigned client and prospect lists.\n \nSets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.\n \nKeeps informed regarding industry information, new product information, coverages, and technology to continuously improve knowledge and stay current.\n \nInteracts with others effectively by utilizing good communications skills, cooperates positively and provides information and guidance, as needed, to contribute to the business efforts of the agency.\n \nMaintains and updates technical manuals, and understands its use to perform technical tasks and expedite customer service requests.\n \nPerform other miscellaneous duties as assigned by agency management.\n \nHigh School Diploma or GED required.\n \nMinimum of two years Personal Lines experience preferred.\n \nSales experience preferred.\n \nOhio Property and Casualty license preferred or the ability to obtain within 90 days of employment.\n\n