Client Services Agent I

Summary

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

Essential Duties

• Affords assistance to 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
• Sends 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

Qualifications

• 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

Organization

- This 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.

Equal Opportunity/Affirmative Action Employer

Lone Star Insurance Services 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.