Lone Star National Bank
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Client Services Agent I (PT)
role at
Lone Star National Bank
1 day ago Be among the first 25 applicants
Summary Responsible for assisting clients with service needs and making changes to existing accounts.
Essential Duties The duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties, as assigned, including cross‑training across other departments, as necessary.
Assists clients with service needs and making changes to existing accounts.
/CD pre‑qualifies new business according to agency guidelines.
Assists clients with making changes to existing coverage in an automated environment supported by transactional filing.
Determines appropriate billing methods for each client and applies them accordingly.
Informs and educates clients about policy coverage, changes, exclusions, and insurance needs.
Provides technical support to Producers to benefit clients and to reach the agency’s overall business goals.
Prepares proposals and completes applications in cooperation with Producers and account executives.
Submits applications to eligible and appropriate carriers, and ensures that all paperwork is filled out and files appropriately and timely.
Responds to client’s needs by producing binders, certificates, policies, endorsements and other related items.
Actively seeks out referrals from current client base and follows up to generate new business.
Works to retain existing business by preparing summaries of insurance, schedules and proposals as needed for account review, remarketing renewals, contacting clients, creating renewal proposals and other renewal activities performed in conjunction with the Producers.
Participates in job‑specific training and other various bank training programs, as necessary.
Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per bank policy.
Maintains current knowledge and complies with all federal and state laws and regulations and all established bank policies and procedures, including internal audit controls related to department operations.
Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML.
Qualifications
Bachelor’s degree (equivalent experience in service industry may be substituted for the college‑degree requirement).
Licensure in Property/Casualty and/or Life/Health insurance or the ability to obtain license within one month of hire.
One to three years of prior experience with insurance rating and underwriting procedures or similar experience.
Knowledge of insurance products and usages, rating procedures, industry operations and insurance markets is a plus.
Excellent math skills, PC, typing 40‑50 wpm, 10‑key calculator, telephone, word‑processing and spreadsheet माता.
Good customer‑service, team‑working, organizational, interpersonal, and verbal communication skills.
Attention to detail, accuracy, and mental concentration for accurately performing tasks with frequent interruptions.
The position requires the ability to sit in front of a computer for long periods of time, which may cause visual strain.
Bilingual in English and Spanish is desired.
Organization
This position reports to the Senior Client Service Agent.
This position does not oversee other positions.
Training Requirements All employees are required to attend scheduled mandatory trainings and complete online regulatory compliance training courses applicable to their specific job function. Employees must ensure that their actions fully comply with all federal, company laws and regulations, including internal company policies and procedures. Failure to adhere to these requirements may result in disciplinary action, including probation and possible termination.
Community Involvement Lone Star Insurance Services’ mission statement includes a commitment to helping our communities grow by serving them with pride and integrity. All employees are encouraged to volunteer for company‑sponsored activities, civic, charitable and community events, and to be active in the communities we serve.
Equal Opportunity Statement LSIS is an equal‑opportunity/affirmative‑action employer and does not discriminate in recruitment, hiring, or conditions of employment on the basis of race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, marital status, disability, age, veteran status, or any other status protected by applicable laws.
Management reserves the right to change this position description at any time according_sd business needs.
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Client Services Agent I (PT)
role at
Lone Star National Bank
1 day ago Be among the first 25 applicants
Summary Responsible for assisting clients with service needs and making changes to existing accounts.
Essential Duties The duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties, as assigned, including cross‑training across other departments, as necessary.
Assists clients with service needs and making changes to existing accounts.
/CD pre‑qualifies new business according to agency guidelines.
Assists clients with making changes to existing coverage in an automated environment supported by transactional filing.
Determines appropriate billing methods for each client and applies them accordingly.
Informs and educates clients about policy coverage, changes, exclusions, and insurance needs.
Provides technical support to Producers to benefit clients and to reach the agency’s overall business goals.
Prepares proposals and completes applications in cooperation with Producers and account executives.
Submits applications to eligible and appropriate carriers, and ensures that all paperwork is filled out and files appropriately and timely.
Responds to client’s needs by producing binders, certificates, policies, endorsements and other related items.
Actively seeks out referrals from current client base and follows up to generate new business.
Works to retain existing business by preparing summaries of insurance, schedules and proposals as needed for account review, remarketing renewals, contacting clients, creating renewal proposals and other renewal activities performed in conjunction with the Producers.
Participates in job‑specific training and other various bank training programs, as necessary.
Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per bank policy.
Maintains current knowledge and complies with all federal and state laws and regulations and all established bank policies and procedures, including internal audit controls related to department operations.
Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML.
Qualifications
Bachelor’s degree (equivalent experience in service industry may be substituted for the college‑degree requirement).
Licensure in Property/Casualty and/or Life/Health insurance or the ability to obtain license within one month of hire.
One to three years of prior experience with insurance rating and underwriting procedures or similar experience.
Knowledge of insurance products and usages, rating procedures, industry operations and insurance markets is a plus.
Excellent math skills, PC, typing 40‑50 wpm, 10‑key calculator, telephone, word‑processing and spreadsheet माता.
Good customer‑service, team‑working, organizational, interpersonal, and verbal communication skills.
Attention to detail, accuracy, and mental concentration for accurately performing tasks with frequent interruptions.
The position requires the ability to sit in front of a computer for long periods of time, which may cause visual strain.
Bilingual in English and Spanish is desired.
Organization
This position reports to the Senior Client Service Agent.
This position does not oversee other positions.
Training Requirements All employees are required to attend scheduled mandatory trainings and complete online regulatory compliance training courses applicable to their specific job function. Employees must ensure that their actions fully comply with all federal, company laws and regulations, including internal company policies and procedures. Failure to adhere to these requirements may result in disciplinary action, including probation and possible termination.
Community Involvement Lone Star Insurance Services’ mission statement includes a commitment to helping our communities grow by serving them with pride and integrity. All employees are encouraged to volunteer for company‑sponsored activities, civic, charitable and community events, and to be active in the communities we serve.
Equal Opportunity Statement LSIS is an equal‑opportunity/affirmative‑action employer and does not discriminate in recruitment, hiring, or conditions of employment on the basis of race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, marital status, disability, age, veteran status, or any other status protected by applicable laws.
Management reserves the right to change this position description at any time according_sd business needs.
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