Insurance Risk Senior Advisor, 1st Source Insurance, Mishawaka, IN
1st Source BankMishawaka, Indiana, United States
Posted January 13, 2026
Full Time
About the Company
Founded in 1863, 1st Source Bank is the largest locally controlled financial institution serving northern Indiana and southwestern Michigan. The bank delivers a full spectrum of retail, private, and business banking services—including online banking, cash management, specialty finance, and agricultural solutions—while also offering trust, wealth management, and insurance products through dedicated advisory and specialty finance groups. Its hallmark is a personalized, client‑centric approach that blends deep regional expertise with a commitment to community stewardship, reflected in its long‑standing philanthropic initiatives. This blend of heritage, comprehensive service offerings, and community focus distinguishes 1st Source Bank as a trusted partner for individuals and businesses seeking security and growth.
Job Description
Responsible for sales and retention of new and existing accounts, establishing and expanding relationships with producers, bank personnel and clients to enhance client satisfaction and agency growth.
Requirements
- Coordinates new sales opportunities.
- Meets with prospective clients to determine insurance needs.
- Conducts presentations to business owners and c-suite executives, as needed.
- Coordinates monthly review and planning of upcoming client renewals with Customer Service Agents (CSAs).
- Provides customer service support to CSAs and clients.
- Develops rapport with relationship managers to foster referrals.
- Must maintain a license in good standing with the IN State Department of Insurance.
- Must have valid driver’s license.
- Regular and predictable attendance is an essential requirement of the position.
- Completes all compliance training related to the position.
- Understands all applicable laws and regulations that apply to the position and complies with the requirements.
- Performs all other duties as assigned.
