Insurance Agency General Manager

Summary

Responsible for driving agency growth and business revenue by developing a base for long-term client acquisition and retention

Duties and Qualifications

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.

• 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

QUALIFICATIONS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

• Bachelor’s degree (equivalent experience in insurance may be substituted for college degree requirement)
• Licensure in Property/Casualty and/or Life/Health insurance
• Professional designations of CIC, AAI, CPCU, and/or ARM are desired
• 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
• Bilingual in English and Spanish is desired

ORGANIZATION

• This position reports to the Chief Revenue Officer, or other assigned Bank Executive
• This position oversees the staff of Lone Star Insurance Services

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.

ATTENDANCE

Punctuality and regular attendance should be regarded as essential functions of any position at Lone Star Insurance Services.

Among other things, "good attendance habits" mean the following:

• Be at your work station ready for work by the start of each workday
• Remain at your work station, unless the needs of the job require being elsewhere, except during authorized breaks (including restroom breaks)
• Take only the time normally allowed for breaks
• Call in and notify your supervisor or another member of management if you are going to be either absent or tardy
• Alternate work arrangements such as telecommuting or working from home are not permitted by Lone Star Insurance Services

LSIS 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

or any other status as protected by applicable laws.

Management reserves the right to change this position description at any time

status, e according to business needs.