CUSTOMER SERVICE AGENT - Old National Bank - Terre Haute, IN
Old National Insurance, a subsidiary of Old National Bank, has an opportunity for a Customer Service Agent (CSA) in our Terre Haute, IN office. Old National is the largest independent retail insurance agency headquartered in Indiana and is one of the top 100 insurance brokers in the U.S.
The CSA is responsible for providing assistance to producers in the handling and processing of new and renewal Commercial Lines accounts; and to provide outstanding customer service to all clients.
Essential Duties:
- Coordinate expirations with producers.
- Obtain new and renewal business information.
- Assist in marketing of new and renewal business.
- Determine premiums.
- Prepare presentation packets.
- Maintain underwriting and marketing information by carrier.
- Check new and renewal policies for accuracy in rating, typing, coverages and signatures.
- Generate billing invoices.
- Ensure necessary items are delivered to clients.
- Ensure all electronic files are complete and up to date.
- Handle phone calls from clients and companies regarding insurance, claims or administrative situations.
Qualifications:
- 3 to 5 years of commercial insurance experience.
- Current Indiana Property & Casualty Insurance license is required.
- Thorough understanding of commercial lines underwriting, coverages and risk analysis.
- Excellent written and verbal communication skills.
- Must be detail oriented with the ability to work in a fast-paced environment.
- Must possess outstanding customer service skills.
- Must be proficient in Word and Excel.
- Previous Agency Management systems experience is a plus; Vertafore/Sagitta preferred.
- Previous Document Imaging systems is a plus; Vertafore/ImageRight preferred.
Diversity…Our differences enhance business performance.
Old National is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the SVP Talent Acquisition Manager, to fill a specific position .
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