Benefits Customer Service Representative

First Mid; Forsyth (IL); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health, dental & vision with HSA match

401(k) with employer match + ESPP

Generous PTO and holidays

Tuition reimbursement and bonuses

Job summary

First Mid Bancshares, Inc. is seeking a customer service professional to handle policy renewals and account support in Illinois. The role focuses on exchanging information with customers, coordinating with underwriters, and ensuring accurate processing of renewals.

You will assist producers, cross-sell insurance and banking services, and maintain records while adhering to training and compliance requirements. The position offers total rewards and growth opportunities.

Qualifications

• High school diploma or GED required; some college preferred.
• Prior insurance experience preferred; familiarity with renewals.
• Proficient in Excel, Word, and related software.

Responsibilities

• Renew and/or market expiring policies with underwriters.
• Handle policy changes, certificates of insurance, and customer questions.
• Monitor expiration lists to ensure renewals occur.
• Monitor accounts receivable balances on assigned accounts.
• Provide administrative support to producers and prepare applications.
• Cross-sell insurance and bank services professionally.
• Complete required training and perform other duties as assigned.

Skills

Organizational skills

Communication skills

Insurance product knowledge

License & driving license

Customer service

Education

High school diploma or GED

Some college

Tools

Excel

Word

Job description

At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements.

Responsible for transactional customer service and policy renewal process. Supports account administrators, account managers and producers in renewing existing policies and selling new accounts.

Responsibilities include, but are not limited to:

• Renew and/or market expiring policies by gathering updated customer information and processing with underwriters/systems for policy issue.
• Meets customers’ daily requests including policy changes, certificates of insurance, provides answers to customer questions.
• Monitors policy expiration list to be certain that expiring policies are renewed.
• Monitors accounts receivable balances on assigned accounts.
• Provides administrative support to producers including preparing insurance applications.
• Cross-sell insurance and bank services in a professional manner.
• Complete required training associated with job function.
• Performs other duties as required.

Qualifications

Education

• High school diploma or GED.
• Some college preferred but not required.

Experience

• Prior insurance experience is preferred.
• Prior experience with Excel, Word and related software is required.

Skills

• Ability to gain thorough knowledge of insurance products and coverages.
• Must have the ability to gain and maintain an Insurance Producers license and a valid Illinois Driver’s license for this role. First Mid will facilitate training and testing for additional licensure as needed.
• High level of organizational and communication skills including the ability to handle multiple simultaneous tasks and establish priorities.
• Ability to empathize with customers and to respond appropriately.
• May be required to work earlier or later than the normal workday and may be required to work outside of the office to facilitate extended hours or customer visits.

Total Rewards:

• Competitive health, dental & vision coverage with HSA match
• 401(k) with employer match + Employee Stock Purchase Plan
• Generous PTO, paid holidays & parental leave
• Tuition reimbursement & performance-based bonuses
• Visit our Total Rewards page to see our full list of benefits

First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification.

THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT