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Insurance President

3 months ago

Boerne, United States Sonora Bank Full time

Title: Insurance President

SUMMARY:

Overseeing budgets, staff, and producers and evaluating the success of the company.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

•                      Meet with the President / CEO / Chairman of the Board for Sonora Bank to access the direction of the company and ensure the company’s compliance with the stated mission.

•                      Overseeing the operation of the company and ensuring all goals are met based on the company’s budget plan.

•                      Oversee all business development, sales, marketing, and customer service for the agency.

•                      Maintain awareness and knowledge of the company’s daily finances.

•                      Analyze budget and financial reports.

•                      Provide consistent and accurate communication to carriers, underwriting and agents through verbal and written communication.

•                      Know the submission procedure for all types of commercial lines and personal lines policies.

•                      Timely execution of quoting new business and processing renewal commercial lines policies.

•                      Maintain client database accurately and consistently documenting all communications with client.

•                      Foster a positive and collaborative relationship with all insurance carriers and brokers.

•                      Develop and educate marketing strategies, leveraging digital channels, social media platforms, and community outreach to promote the agency, enhance brand visibility, attract new clients, and establish partnerships with local businesses and organizations as referral sources to expand market presence and generate leads.



QUALIFICATIONS:

Education and Experience

 

•                      A bachelor’s degree in business administration or a related field.

•                      8-10 or more years’ experience as President or similar role

•                      Holds a P&C license and Life and Health license in Texas.

•                      Financial and operational knowledge of various industries.

•                      Excellent leadership, interpersonal, and communication skills.

•                      Strong written, verbal communication and multi-tasking skills.

•                      Innovative and entrepreneurial mindset, motivational abilities, and the ability to find and retain talented employees.

•                      Ability to organize, prioritize and self-manage workload.

•                      Ability to work in a team environment, with a positive attitude, and willingness to help others.

•                      Strong analytical, decision-making, and problem-solving skills.


Work Environment

 

Must be able to work under pressure and exhibit good sound judgment in making decisions pertaining to the overall health of the company. Position requires extended periods of standing, sitting, and computer use.


Such duties as listed in this description are not meant to be all inclusive and the employer reserves the right to add, alter, or delete duties as seen fit, with or without notice.


Sonora Bank provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. In addition to federal law requirements, Sonora Bank complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.