Client Services Agent

Position: Client Services Agent I
Location: Bryan's Addition Colonia

SUMMARY Responsible for assisting clients with service needs and making changes to existing accounts.

ESSENTIAL DUTIESThe 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

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 it accordingly

Informs and educates clients about policy coverage, changes, exclusion 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/AMLThese specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

Bachelor’s degree (equivalent experience in service industry may be substituted for college degree requirement)
Licensure in Property/Casualty and/or Life/Health insurance or be able to get license within 1 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 are a plus 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

Bilingual in English and Spanish is desiredORGANIZATIONThis position reports to the Office Manager 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. In all situations, 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 will be grounds for 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.

LSIS is an Equal Opportunity/Affirmative Action Employer and does not discriminate in the recruitment, hiring, and 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 as protected by applicable laws.

Management reserves the right to change this position description at any time according to business needs.
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