3 часа назад
Insurance Development Associate I (Insurance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Insurance Development Associate I (Insurance): Supporting insurance producers and account managers by preparing proposals, assisting with client presentations, maintaining accounts, and participating in renewals with an accent on insurance coverage analysis, customer relationships, and sales support. Focus on evaluating insurance needs, preparing renewal submissions, and developing product knowledge while working toward insurance licensing.
Location: Bellaire, Texas, United States
Company
provides banking, investment, and insurance services to businesses and individuals throughout Texas and is one of the 50 largest U.S. banks by asset size.
What you will do
- Build knowledge of insurance coverage, industry research, products, and coverage analysis through practical training.
- Support producers and account managers with sales, marketing, maintenance, and submissions for new and existing accounts.
- Prepare insurance proposals covering limits, deductibles, and other relevant details, and assist with client presentations.
- Assist with client appointments, explain plan details, assess insurance needs, and provide customer service.
- Support renewals by reviewing expiration listings, collecting information, and preparing renewal submissions.
- Work toward obtaining the required insurance licenses.
Requirements
- Bachelor’s degree in Risk Management and Insurance, Finance, business, or a related field, or 4+ years of sales experience with demonstrated ability to pursue and close deals.
- Texas General Lines Agent License in Property and Casualty or Life, Accident, Health, and HMO, as appropriate, or ability to obtain it within 90 days of hire.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft computer applications.
- Strong attention to detail, organization, adaptability, and relationship-building skills.
Culture & Benefits
- Interactive training, mentoring, and hands-on learning with customer accounts.
- Medical, dental, vision, long-term disability, and life insurance.
- 401(k) matching.
- Paid holidays and paid time off.
- Tuition reimbursement and health and wellness programs, including an Employee Assistance Program.
- Referral bonus program.
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