Benefits Customer Service Representative

First Mid; Mattoon (IL); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

Health, dental & vision coverage

401(k) with employer match

Employee Stock Purchase Plan

Generous PTO & holidays

Tuition reimbursement

Job summary

First Mid Bancshares, Inc. is seeking a detail-oriented professional to handle transactional customer service and policy renewals in a banking/insurance environment.

The role supports account administrators and producers, renews expiring policies, processes changes, cross-sells insurance and bank services, and provides administrative support with strong organizational and communication skills. A high school diploma or GED is required, prior insurance exposure preferred, and licensing/training

Qualifications

• Education: High school diploma or GED; Some college preferred but not required.
• Experience: Prior insurance experience is preferred; Excel and Word experience required.

Responsibilities

• 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 and certificates of insurance; provides answers to customer questions.
• Monitors policy expiration list to ensure renewals.
• 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.

Skills

Customer service

Communication

Organization

Empathy

Education

High school diploma or GED

Some college preferred

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