Job Description
Position Summary The ideal candidate will be responsible for providing exceptional customer service while assisting clients in selecting the right insurance products to meet their needs. This role requires strong sales skills, the ability to analyze client requirements, and the capability to negotiate effectively.
Principal Duties and Responsibilities - Conduct thorough analyses of clients' insurance needs and recommend appropriate coverage options.
- Negotiate terms and conditions of insurance policies with clients.
- Ensure that calls are being made on applications generated by leads and that all quotes are followed promptly, observing company guidelines.
- Own and monitor daily inside and outside marketing activities
- Manage sales administration tasks, including maintaining accurate records of client interactions and transactions within the Agency Management System.
- Stay updated on industry trends, products, and regulations to provide informed advice to clients.
- Collaborate with team members to achieve sales targets and enhance overall customer satisfaction.
- Set monthly sales goals approved by leadership and meet them consistently.
- Attend sales training and company events as needed
- Mentor and train other team members as necessary
- Other duties as assigned.
Other Responsibilities - Staying current on market conditions, industry regulations, underwriting guidelines, and insurance produce knowledge
- Ability to be goal-oriented, self-starter with strong work ethic.
- Support and promote the Bank and Division's 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.
- Provide strong, compassionate and visible leadership, which fosters positive attitudes and trust among employees, customers, and prospects.
- Comply with federal and state regulations as well as all established Bank and/or Division policies and procedures.
Qualifications, Education and Experience Requirements - High school diploma or GED equivalent, plus 5 years of directly applicable experience
- Active Property & Casualty insurance license
- Strong organization & time management skills with keen attention to detail
- Team player with excellent written & verbal communication skills
- Positive attitude and self-motivated, with the ability to foster strong relationships
- Bilingual, fluent in both English and Spanish, preferred but not required
- Overall proficiency in using technology as a tool to maximize efficiency, productivity, and quality.
- Must be able to be physically present at the Bank to perform job duties. .
- Texas Regional Bank is an Equal Opportunity Employer.
Job Type: Monday - Friday work schedule, from 8:00 AM to 5:00 PM
Pay: $18.00 per hour + Bonus Opportunities & Commission Pay
Benefits: 401 (k), Dental Insurance, Health Insurance & Vision Insurance
Job Tags
Hourly pay, Monday to Friday,