Insurance Agency General Manager

Lone Star National Bank•McAllen, TX

10d

About The Position

The Insurance General Manager is responsible for representing the agency’s brand and image to the public. The Insurance General Manager is also responsible for driving agency growth and business revenue by developing a base for long-term client acquisition and retention. ESSENTIAL DUTIES The 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.

Requirements

Bachelor’s degree (equivalent experience in insurance may be substituted for college degree requirement)
Licensure in Property/Casualty and/or Life/Health insurance
10+ years of experience with sales, account management, business development, insurance rating and underwriting
Full knowledge of insurance products and usages, rating procedures, industry operations and insurance markets
Excellent math skills, PC, 10 key calculator, telephone, word processing and spreadsheet software
Good customer service, team-working, organizational, interpersonal and verbal communication skills

Nice To Haves

Professional designations of CIC, AAI, CPCU, and/or ARM are desired
Bilingual in English and Spanish is desired

Responsibilities

Drives agency growth and business revenue by developing a base for long-term client acquisition and retention
Stays abreast of all current product and service offerings as well as industry regulations and changes
Knowledgeable in Insurance Agency Administrative process: AR, AP, billing, sales and accounting reporting
Manages the hiring, daily activities, coaching, evaluating and counseling of reporting staff
Recruits and develops Insurance sales personnel (production)
Responsible for insurance sales, product sales growth & diversification of products & customers
Knowledgeable and experienced in finding and maintaining top performing lines of insurance products
Knowledgeable in Insurance Underwriting requirements & standards
Familiar with claims processing and adjuster evaluation techniques
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, and ensures adherence by the respective department personnel
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, and ensures adherence by the respective department personnel
Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML, and ensures adherence by the respective department personnel
Works together with Lone Star National Bank to ensure that a total customer relationship is established to provide the customer with the solutions and options that they need (added this back in on the bottom)