Benefits Customer Service Representative

First Mid Bank & Trust; Mattoon (IL); On-site; USD 25,000 - 37,000; Full time

Benefits offered by this job

Health & vision coverage

401(k) with match

Generous PTO & holidays

Tuition reimbursement

Employee Stock Purchase Plan

Job summary

First Mid Bank & Trust is seeking a Benefits Customer Service Representative in Mattoon, IL. The role handles transactional service and policy renewal, supporting account administrators and producers in renewals and new sales, with opportunities to cross-sell bank and insurance services.

Responsibilities include renewing policies, answering customer inquiries, monitoring expirations and AR balances, and preparing applications. Strong Excel/Word skills and an insurance license are preferred.

Qualifications

• Must gain knowledge of insurance products and coverages.
• License to sell insurance and a valid Illinois driver's license.
• Strong organizational and communication abilities.
• Willingness to work outside normal hours as needed.

Responsibilities

• Renew and market expiring policies by updating information and processing with underwriters.
• Respond to customer questions and handle policy changes and certificates.
• Monitor policy expirations and ensure renewals are processed.
• Track accounts receivable balances on assigned accounts.
• Provide administrative support to producers including applications.
• Cross-sell insurance and bank services professionally.
• Complete required training and perform other duties as needed.

Skills

Insurance products knowledge

Insurance Producers license

Organizational skills

Customer empathy

Flexible scheduling

Education

High school diploma or GED

Some college preferred

Tools

Excel

Word

Job description

Position:

Position: Benefits Customer Service Representative

Location: Mattoon, IL

Job Id: 4740

# of Openings: 0

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

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

LP123

Pay Range: $17.74 - $26.63 per hour