Apply on Employer Site

Texas Regional Bank · 6 days ago

Licensed Insurance Agent - Dallas, TX

DFW Metroplex

Full-time

Onsite

Senior Level

$18/hr - $18/hr

5+ years exp

Texas Regional Bank is seeking a Licensed Insurance Agent who will be responsible for providing exceptional customer service and assisting clients in selecting the right insurance products. The role involves analyzing client needs, negotiating policy terms, and managing sales activities to achieve targets while ensuring compliance with industry regulations.

FinanceFinancial ServicesWealth Management

Growth Opportunities

Hiring Manager

Cody Gaines

Responsibilities

Conduct thorough analyses of clients' insurance needs and recommend appropriate coverage options

Negotiate terms and conditions of insurance policies with clients

Ensure that calls are being made on applications generated by leads and that all quotes are followed promptly, observing company guidelines

Own and monitor daily inside and outside marketing activities

Manage sales administration tasks, including maintaining accurate records of client interactions and transactions within the Agency Management System

Stay updated on industry trends, products, and regulations to provide informed advice to clients

Collaborate with team members to achieve sales targets and enhance overall customer satisfaction

Set monthly sales goals approved by leadership and meet them consistently

Attend sales training and company events as needed

Mentor and train other team members as necessary

Other duties as assigned

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

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

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

Provide 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

Qualification

Active Property & Casualty licenseSales skillsClient analysisNegotiation skillsBilingual (English/Spanish)Time managementInterpersonal skillsCommunication skillsTeam playerLeadership skills