Lone Star National Bank · 1 week ago
Insurance Producer (SA)
San Antonio Huntington - San Antonio, TX 78231
Full-time
Onsite
Mid Level
3+ years expLone Star National Bank is seeking an Insurance Producer to manage and grow their insurance services. The role involves prospecting, soliciting, quoting, and selling new commercial and personal lines, as well as life and benefits accounts, while maintaining client relationships and ensuring compliance with regulations.
BankingCommunitiesFinanceFinancial Services
Responsibilities
Continuously counsels existing clients in order to meet specific sales goals and service responsibilities
Responds quickly and efficiently to referrals and creates and maintains a client prospect list
Designs insurance plans and recommends coverages to clients
Surveys loss exposures, needs and possible uninsurable or difficult to insure exposures for clients
Creates insurance proposals and presents to prospective and existing clientele
Completes and submits applications and related documentation to appropriate insurance markets
Develops, follows and completes sales objectives
Prepares, requests and delivers binders to insured
Educates clients regarding agency payment expectations and cancellation procedures
Develops a book of business that is profitable for both the agency and carriers
Works with Client Service Representatives to annually review policy coverages in order to upgrade accounts and remarket if needed
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
Qualification
Required
Bachelor's degree (equivalent experience in insurance may be substituted for college degree requirement)
Licensure in Property/Casualty and/or Life/Health insurance (must become dual licensed within 6 months of hire date)
Three to five years of prior experience with sales and/or underwriting procedures
Full knowledge of insurance products and usages, rating procedures, industry operations and insurance markets
Excellent math skills, PC, typing 40-50 wpm, 10 key calculator, telephone, word processing and spreadsheet software
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
Preferred
Bilingual in English and Spanish is desired
Company
Lone Star National Bank
Lone Star National Bank is a community bank that offers a comprehensive range of banking services to its customers.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Gabe Longoria
Senior Vice President - CIO
Randy Morales, CERP
Senior Vice President | Chief Risk Officer
Recent News
Business Insider
2023-09-16
2023-06-21
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