Personal Lines- Account Manager II

First Mid Bancshares, Inc.; Forsyth (IL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Employee Stock Purchase Plan

Generous PTO

Job summary

First Mid Bancshares, Inc. is seeking a Personal Lines - Account Manager II in Forsyth, IL. You will supervise customer service and administrative aspects of accounts, retain renewals, market new business, and advocate for our clients with insurance companies.

You will lead a small team, ensure timely policy renewals, monitor receivables, cross-sell products, and coordinate with producers. A bachelor’s in business or equivalent, insurance license, and proficiency with Excel/Word are required;

Qualifications

• Bachelor's degree in business-related field and two years’ experience in insurance or minimum of 5 years’ experience in insurance.
• Illinois Insurance Producers license and a valid Illinois Driver's license are required for this role.
• Prior experience with Excel, Word, and related software is required.

Responsibilities

• Delivers outstanding customer service and maintains professional communication.
• Maintains high degree of technical competence and industry knowledge.
• Manages policy expiration lists to ensure timely renewals.
• Monitors accounts receivable balances on assigned accounts.
• Cross-sell insurance and bank services in a professional manner.
• Complete required training and perform other duties as required.

Skills

Insurance products knowledge

Customer service orientation

Communication skills

Organizational skills

Time management

Accord forms

Education

Bachelor's degree in business-related field

Illinois Insurance Producers license

Illinois Driver's license

Tools

Excel

Word

Job description

Position: Personal Lines- Account Manager II

Location: Forsyth, IL

Job Id:4442

# 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 may be eligible for 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 supervising Customer Service and Administrative aspects of accounts assigned to key producer(s). May directly manage other team members including CSRs or assistants. Responsible for retaining renewals, marketing new business and overseeing customer accounts. Represents First Mid Insurance Group and acts as an advocate for customers, partnering with our insurance companies and working as a team to meet the client’s needs.

Responsibilities include, but are not limited to:

• Delivers outstanding customer service at all times, including proactively anticipating customer needs, maintain frequent and professional customer communication and responding quickly to service requests.
• Maintains high degree of technical competence and industry/market expertise.
• Maintains policy expiration list to insure timely renewal and delivery of policies.
• Monitors accounts receivable balances on assigned accounts.
• Cross-sell insurance and bank services in a professional manner.
• Complete required training associated with job function.
• Performs other duties as required.

Qualifications

Education

• Bachelor’s degree in a business-related field and two years’ experience in insurance preferred or a minimum of 5 years’ experience in insurance.

Experience

• Both an Illinois Insurance Producers license and a valid Illinois Driver's license are required for this role. First Mid will facilitate training and testing for additional licensure as needed.
• Prior work with Excel, Word, and related software is required.

Skills

• Thorough knowledge of insurance products and coverages.
• Must be able to prioritize and manage multiple tasks with accuracy and thoroughness, with special emphasis on meeting deadlines.
• High level of organizational and communication skills.
• Ability to work respectively with diverse populations both internally and externally.
• Ability to empathize with customers and to respond appropriately.
• Thorough knowledge of Accord forms.
• 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