1st Source Bank · 1 week ago
Insurance Risk Senior Advisor, 1st Source Insurance, Mishawaka, IN
Mishawaka, IN
Full-time
Onsite
Senior Level
5+ years exp1st Source Bank is a financial institution seeking an Insurance Risk Senior Advisor. The role is responsible for the sales and retention of new and existing accounts, focusing on establishing relationships and enhancing client satisfaction.
BankingFinanceFinancial Services
Responsibilities
Coordinates new sales opportunities
Meets with prospective clients to determine insurance needs
Conducts presentations to business owners and c-suite executives, 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 business owners and c-suite executives, 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
Minimum of five (5) years commercial insurance sales experience required
Knowledge of agency management systems
Knowledge of carrier rating systems and coverages
Good PC skills--proficiency in Microsoft Word and Excel essential
Attention to detail
Ability to work independently to achieve sales goals
Good communication skills
Property & Casualty license required
At least one insurance designation required: CPCU, CIC, CRM, CSRM, ARM, AU, CAWC, CWCA, AINS
Ability to travel to off-site locations for meetings, projects, seminars, etc., as well as ability to travel overnight
Preferred
Bachelor's Degree
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
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