Texas Regional Bank

Compensation

Full Description

Note: The job is a remote job and is open to candidates in USA. 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. 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. Skills • High school diploma or GED equivalent, plus 1-3 years of directly applicable experience • Active Property & Casualty Insurance License • Strong organization & time management skills with a keen attention to detail • Team player with excellent written & verbal communication skills • Positive attitude and self-motivator, with the ability to foster strong relationships • Proficient in Microsoft Outlook, Word & Excel. Overall proficiency in using technology as a tool to maximize efficiency, productivity, and quality. • Must be able to be physically present in the Bank to perform job duties. • Bilingual, fluent in both English and Spanish, preferred but not required Company Overview • Texas Regional Bank primarily provides personal and business banking solutions. It was founded in 2010, and is headquartered in Mcallen, Texas, USA, with a workforce of 201-500 employees. Its website is https://trb.bank.