Account Administrator III
Position Summary:
Responsible for leading, initiating and supervising Customer Service and Administration of a significant book of business. Manages other team members including CSRs, other Account Administrators or other team members as assigned or required. Leads specific initiatives within department or division as assigned. Responsible for high-level service standards, marketing new and renewal business, overseeing customer accounts and relationships as needed, and revenue and account retention as well as organic book growth through account rounding. 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, maintaining frequent and professional customer communication and responding quickly to service requests.
* Manages, supervises and trains other team members.
* Develops and leads process efficiency and customer segmentation strategies.
* Leads departmental or divisional initiatives on permanent or ad hoc basis.
* Maintains high degree of technical competence and industry/market expertise, with ongoing training and certifications as needed.
* Oversees and supervises policy expirations to insure timely renewal and delivery of policies by other staff.
* Liaises with accounting and is responsible for accounts receivable balances on assigned accounts as well as A/R and collections oversight for a significant book of business.
* May be part of matrixed reporting structure with cross-functional oversight of other team members.
* Develops, prepares and presents customer renewal proposal presentations and pitches as needed, either solely or as part of a sales team.
* Develops, prepares and presents various AMS and excel reports as needed for other team members and members of management.
* Cross-sells insurance and bank services in a professional manner, sets and meets organic growth and cross-sell goals.
* Meets with staff regularly (both 1:1 and in group meetings). Establish regular coaching opportunities with each team member to review goals and highlight further personal development.
* Selects, trains, supervises, and evaluates the staff to enhance individual productivity and enable them to function according to their respective job description.
* Complete required training associated with job function.
* Performs other duties as required.
Qualifications
Education/Experience:
* Bachelor's degree in a business-related field and two years' experience in insurance preferred or a minimum of 5 years' experience in risk management, insurance brokerage or underwriting.
* Both an Illinois Insurance Producers license and a valid Illinois Driver's license are required
* 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.
* Travel to/from client meetings as needed may be required, including during non-traditional business hours.
* 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.
* Proficient in Microsoft Office products with an emphasis in Excel.
* Thorough knowledge of Accord forms.
* May be required to work earlier or later than the normal workday.
First Mid Bancshares, Inc. is an Equal Opportunity/Affirmative Action 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
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First Mid Bank & Trust
Mar 12, 2025