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Client Service Specialist
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Mission, United States Texas Regional Bank Full timePosition: Customer Service Specialist (Entry level) Overview 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...
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Client Service Specialist
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Mission, TX, United States Texas Regional Bank Full timePosition: Customer Service Specialist (Entry level) Overview 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...
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Mission, TX, United States Texas Regional Bank Full timePosition 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...
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Mission, TX, United States Texas Regional Bank Full timePosition 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...
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Mission, TX, United States Texas Regional Bank Full timePosition 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...
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Client Service Specialist
4 weeks ago
Position: Customer Service Specialist (Entry level) Overview 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 Ability to work under high pressure situations and a stressful atmosphere while remaining composed Provide strong, compassionate, and visible leadership, fostering 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 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 Seniority level Entry level Employment type Full-time Job function Other Industries Banking Referrals increase your chances of interviewing at Texas Regional Bank. Get notified about new Client Services Representative jobs in Mission, TX. Note: This description reflects current responsibilities and requirements and may be subject to change. No claims of current openings beyond this posting should be inferred. #J-18808-Ljbffr
