Position Summary The Customer Service Specialist is an entry level role with the opportunity to learn Property & Casualty Insurance while supporting the Commercial Lines & Personal Lines Account Managers. This position will provide a broad level of organizational and administrative assistance.
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
- Provide exceptional customer service to internal and external customers
- Properly and effectively manage incoming phone calls and walk-in customers
- Assist customers with billing inquiries, manage payments, and ensure timely processing of payments
- Assist customers with filing insurance claims, gather necessary information and follow up on claim status with carriers
- Release carrier downloads in the Agency Management System
- Follow agency procedures to ensure the Agency Management System is maintained and updated
- Thoroughly understand and follow all underwriting, rating and compliance requirements
Other Responsibilities - Always provide outstanding customer service
- Sorts, processes, and distributes mail.
- Maintains office supplies.
- 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
- Secure Texas General Lines Property & Casualty license with 120 days of employment
- 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 Opportunity Employer.