Customer Service Associate
2 weeks ago
We are seeking a highly skilled Customer Service Representative to join our team at Texas Regional Bank. As a key member of our insurance sales team, you will play a critical role in maintaining insurance policies for our clients.
Key Responsibilities
- Collaborate with insurance sales producers, clients, and insurance carriers to provide coverage information and make policy recommendations as needed
- Process a variety of day-to-day client service transactions, including endorsements, certificates, binders, and cancellations
- Handle incoming claim calls from clients and provide timely resolutions
- Collect premium payments from clients and ensure accurate record-keeping
- Stay up-to-date on underwriting, rating, and compliance requirements to ensure seamless policy management
Additional Responsibilities
- Deliver exceptional customer service and build strong relationships with clients
- Be a self-motivated, goal-oriented individual with strong work ethic and ability to work under pressure
- Travel as needed to support business objectives
- Embody the Bank's vision, mission, and core values, and promote a positive work environment
- Utilize excellent analysis, observation, and decision-making skills to drive results
- Communicate effectively with stakeholders, including Board members, officers, employees, and community members
- Remain composed in high-pressure situations and provide leadership to foster a positive work environment
- Comply with federal and state regulations, as well as Bank policies and procedures
Requirements
- High school diploma or equivalent required
- Strong organizational and time-management skills
- Excellent communication and teamwork skills
- Flexibility, professionalism, and ability to work in a fast-paced environment
- Positive attitude, self-motivation, and goal-oriented mindset
- Bilingual skills in English and Spanish a plus
- Proficient in Microsoft Office and ability to use a PC
- Ability to work in an office setting
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