Personal Lines Account Manager - San Benito, TX

Position Summary

The Personal Lines Account Manager will provide quality service to the division’s personal lines customers. Responsibilities include managing a portfolio of personal insurance policies by handling day-to-day client and carrier interactions. The Personal Lines Account Manager provides advice on personal insurance needs and drives revenue growth by retaining existing clients and cross-selling additional coverage options. In this role, the Personal Lines Account Manager will work with the producer or directly with the client to design and recommend the proper program and coverage to meet the customer’s needs.

Principal Duties And Responsibilities

• Provide exceptional customer service to clients
• Build and maintain strong relationships with customers through regular communication and outreach
• Review and analyze existing policies to ensure adequate coverage based on the customer’s needs
• Address customer concerns and questions regarding coverage, billing, and claims
• Process new and renewal policies, to include quote generation, coverage adjustments and premium updates
• Handle policy changes, endorsements and cancellations
• Follow agency procedures to ensure the maintaining of detailed client records and files within the Agency Management System.
  
  

Other Responsibilities

• Staying current on market conditions, industry regulations, underwriting guidelines, and insurance produce knowledge
• Identify cross-selling and account rounding opportunities. Work with clients directly or the Producer to capitalize on these opportunities
• Ability to be goal-oriented, self-starter with strong work ethic
• Available to travel, as needed.
• 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.
• Individual should be able to work under high pressure situations and a stressful atmosphere and then should remain composed.
• Provide a 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.
• Other duties as assigned.
  
  

Qualifications, Education And Experience Requirements

• High school diploma or GED equivalent, plus 1-3 years of directly applicable experience
• Active Property & Casualty Insurance License
• Strong organization & time management skills with a keen attention to detail
• Team player with excellent written & verbal communication skills
• Positive attitude and self-motivator, with the ability to foster strong relationships
• Bilingual, fluent in both English and Spanish, preferred but not required
• Proficient in Microsoft Outlook, Word & Excel. Overall proficiency in using technology as a tool to maximize efficiency, productivity, and quality.
• Must be able to be physically present in the Bank to perform job duties.
• Texas Regional Bank is an Equal Opportunity Employer.