Insurance Client Services Associate

Lone Star National Bank; Bryan's Addition Colonia (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Lone Star Insurance Services in Texas is seeking a service-oriented insurance professional to assist clients with service needs and account changes. You will prepare applications, submit to carriers, and support Producers with binders, certificates and policies.

Requires a Bachelor’s degree or equivalent experience, licensure in Property/Casualty or Life/Health (or ability to obtain within 1 month), and 1–3 years in insurance rating/underwriting.

Qualifications

• Bachelor’s degree or equivalent experience in service industry.
• Licensure in Property/Casualty and/or Life/Health insurance or ability to obtain within 1 month.
• 1–3 years of prior experience with insurance rating and underwriting procedures or similar.
• Knowledge of insurance products and usages, rating procedures, industry operations and insurance markets is a plus.

Responsibilities

• Assists clients with service needs and making changes to existing accounts.
• Pre-qualifies new business according to agency guidelines.
• Submits applications to eligible and appropriate carriers, and ensures that all paperwork is filled out and files appropriately.
• Responds to client needs by producing binders, certificates, policies, endorsements and other related items.
• Active involvement in renewals, summaries, proposals and remarketing with Producers.
• Participates in training programs and maintains knowledge of internal controls and regulatory requirements.

Skills

Customer service

Bilingual EN/ES

Math skills

Typing 40-50 wpm

PC skills

Communication

Education

Bachelor’s degree or equivalent experience in service industry

Property/Casualty and/or Life/Health license or able to obtain within 1 month

Job description

Lone Star Insurance Services in Texas is seeking a service-oriented insurance professional to assist clients with service needs and account changes. You will prepare applications, submit to carriers, and support Producers with binders, certificates and policies.

Requires a Bachelor’s degree or equivalent experience, licensure in Property/Casualty or Life/Health (or ability to obtain within 1 month), and 1–3 years in insurance rating/underwriting.