Job Details

Position Summary

We are seeking a motivated and dynamic licensed insurance Agent with experience in Homeowners Insurance sales to join our team. 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 and close the sale effectively. Bilingual candidates, especially those fluent in Spanish, are highly encouraged to apply.

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.
• 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 sales goals approved by leadership and meet them consistently
  
  

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.
• Other duties as assigned.
  
  

Qualifications, Education And Experience Requirements

• High school diploma or GED equivalent, plus 5 years of directly applicable experience
• Active Property & Casualty insurance license
• Insurance designation (i.e., CIC, AAI, ACSR) desirable
• Working knowledge of EPIC preferred
• 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
• 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 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 + Commissions