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Texas Regional Bank · 1 month ago

Personal Lines Account Manager (Remote) - San Benito, TX

United States

Full-time

Remote

Entry, Mid Level

1+ years exp

Texas Regional Bank is seeking a Personal Lines Account Manager to provide quality service to personal lines customers. The role involves managing a portfolio of personal insurance policies, offering advice on insurance needs, and driving revenue growth through client retention and cross-selling opportunities.

FinanceFinancial ServicesWealth Management

Growth Opportunities

Responsibilities

Provide exceptional customer service to clients

Build and maintain strong relationships with customers through regular communication and outreach

Review and analyze existing policies to ensure adequate coverage based on the customer’s needs

Address customer concerns and questions regarding coverage, billing, and claims

Process new and renewal policies, to include quote generation, coverage adjustments and premium updates

Handle policy changes, endorsements and cancellations

Follow agency procedures to ensure the maintaining of detailed client records and files within the Agency Management System

Staying current on market conditions, industry regulations, underwriting guidelines, and insurance produce knowledge

Identify cross-selling and account rounding opportunities. Work with clients directly or the Producer to capitalize on these opportunities

Ability to be goal-oriented, self-starter with strong work ethic

Available to travel, as needed

Support and promote the Bank and Division’s 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 and/or Division policies and procedures

Other duties as assigned

Qualification

Active Property & Casualty Insurance LicenseCustomer serviceMicrosoft OutlookWord & ExcelBilingual EnglishBilingual SpanishOrganization skillsTime management skillsWritten & verbal communicationTeam playerPositive attitudeSelf-motivator