Insurance Policy Specialist

7 days ago


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

The Customer Service Representative will play a vital role in maintaining insurance policies for clients. This position requires strong communication skills, attention to detail, and the ability to work in a fast-paced environment.

Key Responsibilities
  • Interact with insurance sales producers, clients, and insurance carriers to provide coverage information and policy recommendations.
  • Complete day-to-day client service transactions, including endorsements, certificates, binders, and cancellations.
  • Handle incoming claim calls from clients and take premium payments.
  • Thoroughly understand and follow all underwriting, rating, and compliance requirements.
Requirements
  • High school diploma or GED equivalent.
  • Strong organization and time-management skills.
  • Team player with excellent communication skills, both written and verbal.
  • Flexibility, professionalism, and ability to work in a highly stressful environment.
  • Positive attitude, self-motivation, and goal-oriented with the ability to foster strong relationships.
Preferred Qualifications
  • Bilingual, fluent in both English and Spanish.
  • Ability to use a PC and proficiency in Microsoft Office.

Texas Regional Bank is an Equal Opportunity Employer.



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