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Form of workPosition Summary
The Customer Service Representative will assist the insurance sales producers in maintaining insurance policies for clients.
Principal Duties and Responsibilities
- Interact with insurance sales producers, clients and insurance carriers to provide coverage information and provide policy recommendations where necessary
- Complete a variety of day-to-day client service transactions, including but not limited to endorsements, certificates, binders, cancellations
- Handle incoming claim calls from clients
- Take premium payments from clients
- Thoroughly understand and follow all underwriting, rating and compliance requirements
Other Responsibilities
- Always provide outstanding Customer Service
- Ability to be goal-oriented, self-starter with strong work ethic
- Available to travel, as needed.
- Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures.
- Must have excellent analysis, observation and decision-making skills.
- Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned.
- Excellent interpersonal and communication skills are necessary for maintaining effective relationships with Board members, officers, employees, and members of the business and civic community.
- Individual should be able to work under high pressure situations and a stressful atmosphere and then should remain composed.
- Provide a strong, compassionate and visible leadership, which fosters positive attitudes and trust among employees, customers, and prospects.
- Comply with federal and state regulations as well as all established Bank policies and
procedures.
- Other duties as assigned.
Qualifications, Education and Experience Requirements
- High school diploma or GED equivalent
- Strong organization and time-management skills.
- Team player with excellent communication skills both written and verbal.
- Flexibility, professionalism, ability to work in a highly stressful environment and perform a variety of tasks with numerous interruptions is necessary.
- Positive attitude, self-motivator, goal-oriented with the ability to foster strong relationships.
- Bilingual, fluent in both English and Spanish, preferred but not required
- Ability to use a PC
- Proficient in Microsoft Office
- Must be able to be physically present in the office to perform job duties.
- Texas Regional Bank is an Equal Opprtunity Employer.
