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Jobs at Lone Star National Bank (Now Hiring) — 37 open

Lone Star National Bank logoLone Star National Bank

Senior Client Services Agent (Medicare)

Shavano Park, Texas, United States · On-site

Senior

Job DetailsJob Location: San Antonio Huntington - San Antonio, TX 78231SUMMARY A Medicare Team Lead oversees a team responsible for assisting clients with Medicare plans, ensuring compliance with regulations, and providi…

Skills: Sales Management, Medicare Compliance, Team Leadership, Customer Service, Performance Tracking

Lone Star National Bank logoLone Star National Bank

Teller I (PT)

McAllen, Texas, United States · On-site

Entry level

Job DetailsJob Location: La Placita - McAllen, TX 78503Position Type: Part TimeSummary The Teller I is an enthusiastic, highly motivated self-starter with a strong work ethic who delivers exceptional quality customer ser…

Skills: Cash Handling, Customer Service, Bilingual English and Spanish, Transaction Processing, Relationship Building

Lone Star National Bank logoLone Star National Bank

Teller I (PT)

McAllen, Texas, United States · On-site

Entry level

Job DetailsJob Location: La Placita - McAllen, TX 78503Position Type: Part TimeSummary The Teller I is an enthusiastic, highly motivated self-starter with a strong work ethic who delivers exceptional quality customer ser…

Skills: Cash Handling, Customer Service, Bilingual English and Spanish, Transaction Processing, Relationship Building

Lone Star National Bank logoLone Star National Bank

Regulatory Quality Assurance Specialist I

McAllen, Texas, United States · On-site

Mid level

Job DetailsJob Location: Water Tower Loan Admin - McAllen, TX 78504JOB SUMMARY The HMDA, CRA and Insurance Compliance Specialist is responsible for managing and performing all aspects of HMDA Loan Application Register (L…

Skills: HMDA Reporting, CRA Reporting, Regulatory Compliance, Loan Administration, Insurance Tracking

Lone Star National Bank logoLone Star National Bank

Regulatory Quality Assurance Specialist I

McAllen, Texas, United States · On-site

Mid level

Job DetailsJob Location: Water Tower Loan Admin - McAllen, TX 78504JOB SUMMARY The HMDA, CRA and Insurance Compliance Specialist is responsible for managing and performing all aspects of HMDA Loan Application Register (L…

Skills: HMDA Reporting, CRA Reporting, Regulatory Compliance, Loan Administration, Insurance Tracking

Lone Star National Bank logoLone Star National Bank

Mortgage Servicing Administrative Assistant

McAllen, Texas, United States · On-site

Entry level

Job DetailsJob Location: Water Tower Center - McAllen, TX 78504JOB SUMMARY The Mortgage Servicing Administrative assistant is responsible for providing administrative and clerical services in order to ensure effective an…

Skills: Office Administration, Telephone Etiquette, Microsoft Office, Typing, Time Management

Lone Star National Bank logoLone Star National Bank

Mortgage Servicing Administrative Assistant

McAllen, Texas, United States · On-site

Entry level

Job DetailsJob Location: Water Tower Center - McAllen, TX 78504JOB SUMMARY The Mortgage Servicing Administrative assistant is responsible for providing administrative and clerical services in order to ensure effective an…

Skills: Administrative Support, Mortgage Servicing, Data Entry, Office Management

Lone Star National Bank logoLone Star National Bank

Personal Banker I

Edinburg, Texas, United States · On-site

Entry level

Job DetailsJob Location: Edinburg - Edinburg, TX 78539Summary The Personal Banker is responsible for supporting customers with routine banking needs by opening accounts, processing transactions, and ensuring documentatio…

Skills: Customer Service, Account Opening, Regulatory Compliance, BSA/CIP, Cross-selling

Lone Star National Bank logoLone Star National Bank

Personal Banker I

Edinburg, Texas, United States · On-site

Entry level

Job DetailsJob Location: Edinburg - Edinburg, TX 78539Summary The Personal Banker is responsible for supporting customers with routine banking needs by opening accounts, processing transactions, and ensuring documentatio…

Skills: Account Opening, Regulatory Compliance, BSA/CIP, Cross-selling, Customer Service

Lone Star National Bank logoLone Star National Bank

Personal Banker I

Harlingen, Texas, United States · On-site

Entry level

Job DetailsJob Location: Harlingen - Harlingen, TX 78550SUMMARY The Personal Banker is responsible for supporting customers with routine banking needs by opening accounts, processing transactions, and ensuring documentat…

Skills: Customer Service, Account Opening, Regulatory Compliance, BSA/CIP Knowledge, Cross-selling

Lone Star National Bank logoLone Star National Bank

Personal Banker I

Harlingen, Texas, United States · On-site

Entry level

Job DetailsJob Location: Harlingen - Harlingen, TX 78550SUMMARY The Personal Banker is responsible for supporting customers with routine banking needs by opening accounts, processing transactions, and ensuring documentat…

Skills: Customer Service, Account Opening, Regulatory Compliance, BSA/CIP Knowledge, Cross-selling

Lone Star National Bank logoLone Star National Bank

Teller I

Pharr, Texas, United States · On-site

Entry level

Job DetailsJob Location: Pharr South - Pharr, TX 78577Summary The Teller is responsible for delivering accurate, compliant, and efficient transaction services while providing a positive customer experience. This role req…

Skills: Attention To Detail, Cash Handling, Customer Service, Banking Procedures, Regulatory Compliance

Lone Star National Bank logoLone Star National Bank

Teller I

Pharr, Texas, United States · On-site

Entry level

Job DetailsJob Location: Pharr South - Pharr, TX 78577Summary The Teller is responsible for delivering accurate, compliant, and efficient transaction services while providing a positive customer experience. This role req…

Skills: Attention To Detail, Cash Handling, Customer Service, Banking Procedures, Regulatory Compliance

Lone Star National Bank logoLone Star National Bank

Teller I (SA)

San Antonio, Texas, United States · On-site

Entry level

Job DetailsJob Location: San Antonio Stone Oak - San Antonio, TX 78232Summary The Teller is responsible for delivering accurate, compliant, and efficient transaction services while providing a positive customer experienc…

Skills: Cash Handling, Banking Procedures, Customer Service, Regulatory Compliance, Attention To Detail

Lone Star National Bank logoLone Star National Bank

Teller I (SA)

San Antonio, Texas, United States · On-site

Entry level

Job DetailsJob Location: San Antonio Stone Oak - San Antonio, TX 78232Summary The Teller is responsible for delivering accurate, compliant, and efficient transaction services while providing a positive customer experienc…

Skills: Cash Handling, Banking Procedures, Customer Service, Regulatory Compliance, Attention To Detail

Lone Star National Bank logoLone Star National Bank

Personal Banker I

McAllen, Texas, United States · On-site

Entry level

Job DetailsJob Location: Nolana - 1st Floor - McAllen, TX 78504JOB DESCRIPTION The Personal Banker is responsible for supporting customers with routine banking needs by opening accounts, processing transactions, and ensu…

Skills: Account Opening, Regulatory Compliance, Cross-selling, Customer Service, BSA/CIP Knowledge

Lone Star National Bank logoLone Star National Bank

Personal Banker I

McAllen, Texas, United States · On-site

Entry level

Job DetailsJob Location: Nolana - 1st Floor - McAllen, TX 78504JOB DESCRIPTION The Personal Banker is responsible for supporting customers with routine banking needs by opening accounts, processing transactions, and ensu…

Skills: Customer Service, Account Opening, Regulatory Compliance, BSA/CIP Knowledge, Cross-selling

Lone Star National Bank logoLone Star National Bank

IT Administrative Assistant

McAllen, Texas, United States · On-site

Entry level

Job DetailsJob Location: Water Tower IT - McAllen, TX 78504JOB SUMMARY Provides responsive administrative support to the IT Department on all administrative matters and performs related work as assigned ESSENTIAL DUTIES …

Skills: Administrative Support, Bill Reconciliation, Banking Operations, Microsoft Word, Spreadsheet Software

Lone Star National Bank logoLone Star National Bank

Business Analyst II

McAllen, Texas, United States · On-site

Mid level

Job DetailsJob Location: Water Tower IT - McAllen, TX 78504Position Type: Full TimeJOB SUMMARY Individuals in the Business Analyst role are responsible for serving as liaisons between the operational and administrative f…

Skills: Business Analysis, Requirements Gathering, Data Analysis, Use Case Development, Business Process Modeling

Lone Star National Bank logoLone Star National Bank

Business Analyst II

McAllen, Texas, United States · On-site

Mid level

Job DetailsJob Location: Water Tower IT - McAllen, TX 78504Position Type: Full TimeJOB SUMMARY Individuals in the Business Analyst role are responsible for serving as liaisons between the operational and administrative f…

Skills: Business Analysis, Requirements Gathering, Use Case Development, Data Analysis, Business Process Modeling

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Showing 1–20 of 37

Lone Star National Bank logo

Senior Client Services Agent (Medicare)

Lone Star National Bank

Shavano Park, Texas, United States • On-site

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Senior

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  • Other
  • bachelor degree, professional certificate
  • Posted 4d ago
  • Apply by Oct 30
  • ~40 hrs/week

Responsibilities

Oversee a team of Medicare agents to ensure regulatory compliance and high-quality customer service. Monitor performance metrics, lead training sessions, and resolve complex member or provider issues.

Requirements

Requires 5+ years of sales leadership or Medicare-specific experience and an active Health/Life insurance license. A bachelor's degree is preferred, along with the ability to pass AHIP Certification.

Full job description

Job DetailsJob Location: San Antonio Huntington - San Antonio, TX 78231SUMMARY

A Medicare Team Lead oversees a team responsible for assisting clients with Medicare plans, ensuring compliance with regulations, and providing excellent customer service. They are responsible for monitoring performance, providing training, and resolving escalated issues to improve efficiency and member satisfaction. Contracts of licensing, budgets and forecasting.

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.

Supervise and motivate a team of agents or specialists, ensuring daily operations run smoothly.
Track and optimize team metrics, including sales conversion rates, production targets, and call quality.
Ensure all operations comply with Medicare regulations and Lone Star Insurance Services policies.
Act as the primary point of contact and subject matter expert for resolving complex member or provider issues.
Lead training sessions in San Antonio & the Rio Grande Regions, develop job aids, and mentor new hires, especially during the annual enrollment period.
Identify areas for improvement in workflows and implement changes to enhance efficiency
Forecasting opportunities during peak open enrollment period
Maintain referral programs work closely with Branches and partners to uncover opportunities.
Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Lone Star National Bank and Lone Star Insurance Services policy
Maintains current knowledge and complies with all federal and state laws and regulations and all established Lone Star National Bank and Lone Star Insurance Services policies and procedures, including internal audit controls related to department operations
Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML

QualificationsThese 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.

5+ years of sales management, sales leadership, or Medicare-specific experience (Medicare Advantage, Part D, Drug RX, Supplement,). (Required)
Bachelor’s degree preferred or equivalent work experience.
Active Health/Life insurance license, with the ability to pass AHIP Certification
Strong understanding of Centers for Medicare & Medicaid Services rules and regulations.
Strong communication, interpersonal, and problem-solving skills.
Proficiency with computer systems, including Microsoft Office and Customer Relationship Management (CRM) tools.
Passionate about delivering high-quality service to Medicare members.
Ability to mediate disputes and handle escalated situations effectively.
Proven ability to set, achieve, and exceed performance targets.
Ability to work in a fast-paced environment and handle changing requirements.
Ability to sell products within licenses obtained
Ability to travel to San Antonio and the Rio Grande Valley, Texas
Bilingual in English and Spanish (preferred)

ORGANIZATION

This position reports to the Insurance Office Manager
This position oversees the Client Services Agents (Medicare)

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 insurance 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.

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 status, or any other status as protected by applicable laws.

Management reserves the right to change this position description at any time according to business needs.

Related keywords

Medicare AdvantagePart DDrug RXSupplementAHIP CertificationCMS RulesBSAOFACUSA Patriot ActCIPAMLCRMSales Conversion RatesOpen Enrollment PeriodHealth Insurance LicenseLife Insurance License

About Lone Star National Bank

LinkedInVisit site

We Do What The Little Banks Can’t and The Big Banks Won’t.

Industry
Banking
Company size
501-1,000 employees
Founded
1983
Headquarters
McAllen, Texas
LinkedIn followers
4,019

Lone Star National Bank opened for business on January 23, 1983 in Pharr, Texas. Conducting business in a small, 3,000 square-foot, temporary building with only ten employees. The bank opened its doors with the objective of making the future more prosperous for the south Texas community. Our Mission - LSNB will be the respected leader in financial services committed to building customer relationships and helping them succeed financially. With our Customers, Employees, Community, and Shareholders, Lone Star National Bank stands by the following pillars: Customers: Being a trusted financial advisor by providing superior customer service through an array of financial products. Employees: Providing a rewarding work environment with opportunities for career advancement and professional development. Community: Championing our communities with pride and integrity to promote growth. Shareholders: Creating a culture to operate efficiently and effectively to maximize shareholder value.

Offices: 520 E Nolana Ave, McAllen, Texas 78504, US · San Antonio, TX, US

FinanceBankingCommunitiesFinancial Services
View all jobs at Lone Star National Bank

About Lone Star National Bank

LinkedInVisit site

We Do What The Little Banks Can’t and The Big Banks Won’t.

Industry
Banking
Company size
501-1,000 employees
Founded
1983
Headquarters
McAllen, Texas
LinkedIn followers
4,019

Lone Star National Bank opened for business on January 23, 1983 in Pharr, Texas. Conducting business in a small, 3,000 square-foot, temporary building with only ten employees. The bank opened its doors with the objective of making the future more prosperous for the south Texas community. Our Mission - LSNB will be the respected leader in financial services committed to building customer relationships and helping them succeed financially. With our Customers, Employees, Community, and Shareholders, Lone Star National Bank stands by the following pillars: Customers: Being a trusted financial advisor by providing superior customer service through an array of financial products. Employees: Providing a rewarding work environment with opportunities for career advancement and professional development. Community: Championing our communities with pride and integrity to promote growth. Shareholders: Creating a culture to operate efficiently and effectively to maximize shareholder value.

Offices: 520 E Nolana Ave, McAllen, Texas 78504, US · San Antonio, TX, US

FinanceBankingCommunitiesFinancial Services
View all jobs at Lone Star National Bank

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