Customer Service Associate

2 weeks ago


Mission, Texas, United States Texas Regional Bank Full time
Job Summary

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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