Trust Administrator jobs in Champaign, IL
Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)
Recently Added Trust Administrator jobs
Insurance Account Administrator II - Personal Lines
- First Mid Bank & Trust
-
Mattoon, IL
FULL_TIME
-
Position: Insurance Account Administrator II - Personal Lines Location: Mattoon, IL
Job Id: 3240 # of Openings: 1 Seeking a highly motivated and customer-focused individual to join our team as a Personal Lines Home and Auto Account Administrator. In this role, you will be responsible for marketing new business, remarketing home and auto insurance policies, ensuring excellent customer service, and efficiently handling and resolving home and auto insurance claims.Responsibilities include, but are not limited to:- Collaborate with clients to understand their evolving insurance needs and preferences, providing personalized solutions to remarket their home and auto insurance policies.
- Conduct policy reviews, identify coverage gaps, and present competitive options from various insurance carriers to meet customers' requirements.
- Deliver exceptional customer service through various communication channels, including phone, email, and online platforms.
- Act as the primary point of contact for customers filing home and auto insurance claims. Guide clients through the claims process, collect necessary information, and promptly report claims to the appropriate insurance carriers.
- Monitor the progress of claims, provide updates to customers, and ensure timely resolution to their satisfaction.
- Address customer inquiries, policy changes, billing questions, and general insurance-related concerns promptly and professionally.
- Process policy endorsements, renewals, and cancellations accurately and efficiently.
- Update customer information and policy details in the insurance management system, ensuring data integrity and compliance with company guidelines.
- Identify cross-selling and up-selling opportunities during customer interactions to maximize revenue potential and enhance overall customer value. Recommend additional insurance products and coverage options that align with clients' needs and preferences.
- Maintain comprehensive and organized records of all customer interactions, policy changes, claims communications, and related documentation.
- Ensure compliance with industry regulations and company policies throughout all processes.
- Troubleshoot customer issues, investigate complaints, and resolve problems effectively and in a timely manner. Escalate complex issues to the appropriate departments or management as required.
- Stay up-to-date with industry trends, insurance regulations, and product offerings.
- Continuously develop knowledge and expertise in home and auto insurance to provide informed advice to customers.
QualificationsEducation/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.
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 EMPLOYMENTHP123#LI-POST
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Equal Opportunity Employer - 13 Days Ago
Administrator
- Personal Mobility
-
Champaign, IL
FULL_TIME
- Compensation 15.00 - 20.00 Hr.Sales & Service CoordinatorJob Description:We are seeking an energetic, customer focused individual to manage the sales and service administration for our mobility dealer...
- 28 Days Ago
Ag Lender
- First State Bank and Trust
-
Monticello, IL
FULL_TIME
- First State Bank and Trust Monticello Office/Piatt County Ag Loan Officer / Full Time Essential Job Functions: The Agricultural Loan officer works with local farmers and agricultural community members...
- 10 Days Ago
Teller
- First State Bank and Trust
-
Tuscola, IL
FULL_TIME
- First State Bank and Trust Location : Tuscola Teller / Part-Time Essential Job Functions : Our Retail Tellers are an essential, service-oriented, frontline position. Our teller team is the face of Fir...
- 10 Days Ago
Part-Time Teller
- First State Bank and Trust
-
Heyworth, IL
PART_TIME
- First State Bank and Trust Location: Heyworth Teller / Part Time Essential Job Functions: Our Retail Tellers are an essential, service-oriented, frontline position. Our teller team is the face of Firs...
- 14 Days Ago
Deposit Operations Specialist
- First State Bank and Trust
-
Monticello, IL
FULL_TIME
- First State Bank and Trust Monticello Office Deposit Operations Specialist / Full Time Essential Job Functions: This essential position is responsible for helping to maintain the day-to-day operations...
- 1 Day Ago
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0 Trust Administrator jobs found in Champaign, IL area
Administrative Support Assistant
- Department Of Agriculture
-
Champaign, IL
- Summary The primary purpose of this position is to serve as an assistant for clerical and administrative activities pert...
- 4/19/2024 12:00:00 AM
Gift Planning Fellow
- University of Illinois Foundation
-
Champaign, IL
- Department: Gift Planning Full Time/Part Time Status: Full Time Location: 61820, Illinois Job Description: Gift Planning...
- 4/18/2024 12:00:00 AM
Sales Associate - Champaign, IL - Endoscopy
- Stryker Corporation
-
Champaign, IL
- Why join Stryker? We are proud to be named one of the World's Best Workplaces and a Best Workplace for Diversity by Fort...
- 4/18/2024 12:00:00 AM
Wealth Management Trust Operations Service Support Specialist
- First Busey Corp
-
Urbana, IL
- ** Wealth Management Trust Operations Service Support Specialist** **Job Category****:** Service Support **Requisition N...
- 4/17/2024 12:00:00 AM
Senior Account Executive (Remote Eligible)
- Busey
-
Champaign, IL
- The Senior Account Executive will be responsible for creating opportunities, driving new sales, and managing the sales p...
- 4/17/2024 12:00:00 AM
Bilingual Retail Store Associate (Spanish/English)
- Sherwin-Williams
-
Champaign, IL
- Store associates work closely with wholesale and retail customers to determine their needs, answer their questions about...
- 4/5/2024 12:00:00 AM
Private Duty Nurse (LPN)
- Aveanna Healthcare
-
Champaign, IL
- Licensed Practical Nurse (LPN) *Now Offering Paid Time Off (PTO) Benefits* Aveanna Healthcare, the largest pediatric hom...
- 4/4/2024 12:00:00 AM
Bilingual Retail Customer Service Specialist (English/Spanish)
- Sherwin-Williams
-
Champaign, IL
- Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their que...
- 3/27/2024 12:00:00 AM
About Champaign, Illinois
Champaign (English: /ˌʃæmˈpeɪn/) is a city in Champaign County, Illinois, United States. The city is 135 miles (217 km) south of Chicago, 124 miles (200 km) west of Indianapolis, Indiana, and 178 mi (286 km) northeast of St. Louis, Missouri. The United States Census Bureau estimates the city was home to 87,432 people as of July 1, 2017. Champaign is the tenth-most populous city in Illinois, and the state's fourth-most populous city outside the Chicago metropolitan area. It is included in the Champaign–Urbana metropolitan area.
Champaign is notable for sharing the campus of the University of Il...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$59,982 to $76,647
Champaign, Illinois area prices
were up 1.3% from a year ago
were up 1.3% from a year ago
What does a Trust Administrator do?
Trust Administrator in Peoria, IL
We work hard to make the trust administration process easy, quick, and inexpensive.
December 14, 2019
Trust Administrator in Yakima, WA
Can provide representation to a trust administrator and can help facilitate the trust administration process so that the administration of the trust can go smoothly and so assets can be transferred to heirs or beneficiaries as quickly as possible.
January 06, 2020
Trust Administrator in Olympia, WA
The assets in the trust should pass almost automatically to the designated beneficiaries.
January 01, 2020