Benefits Customer Service Representative

First Mid Bancshares, Inc.; Forsyth (IL); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Health, dental & vision coverage

401(k) with employer match

Employee Stock Purchase Plan

Generous PTO and holidays

Tuition reimbursement

Performance-based bonuses

Job summary

First Mid Bancshares, Inc. is seeking a Benefits Customer Service Representative in Forsyth, IL to support transactional customer service and policy renewals.

You will assist account managers and producers, handle policy changes, certificates of insurance, cross-sell banking and insurance products, and complete required training as part of the Total Rewards program.

Qualifications

• High school diploma or GED.
• Some college preferred but not required.
• Prior insurance experience is preferred.
• Prior experience with Excel, Word and related software is required.
• Ability to gain knowledge of insurance products and coverages.
• Must have a valid Illinois driver's license and pursue licensure as needed.

Responsibilities

• Renew and market expiring policies with underwriters and systems.
• Handle daily customer requests including policy changes and COIs.
• Monitor policy expirations to ensure renewals occur timely.
• Track accounts receivable on assigned accounts.
• Provide admin support to producers and prepare applications.
• Cross-sell insurance and bank services professionally.
• Complete required training for the role and duties.
• Perform other duties as required.

Skills

Insurance knowledge

Customer service

Organizational skills

Communication

Microsoft Excel

Licensed IL Driver

Education

High school diploma or GED

Some college

Tools

Excel

Word

Policy systems

Job description

Position:Benefits Customer Service Representative

Location: Forsyth, IL

Job Id:4738

# of Openings:1

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
• GenerousPTO, paid holidays & parental leave
• Tuition reimbursement & performance-based bonuses

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