Apply on Employer Site

Frost · 1 day ago

Account Executive - Surety Bonds - Frost Insurance Agency

Fort Worth, TX - Downtown

Full-time

Onsite

Senior Level

5+ years exp

Frost Insurance Agency is a leading provider of financial services with over 150 years of experience. They are seeking an Account Executive who will assist Producers in maintaining existing accounts, providing technical expertise, and enhancing client relationships through exceptional service.

Banking

Comp. & Benefits

Responsibilities

Support the Producer in account renewal sales, and in the selling of additional lines that enhance coverage and meet the needs of the client

Refer clients to other Agency departments for cross-selling additional lines of business

Prepare and explain cost basis and rating information, claims analysis and other analyses as requested by the client

Ensure that positive rapport is built and maintained with all clients

Oversee client management and retention, acting as the primary day-to day contact in the field with existing clients

Negotiate and prepare service plans for each client

Prepare and submit company applications to select underwriters and obtain desired commitments

Maintain a competent working knowledge of the current marketplace and capabilities of providing alternatives for transfer of risk

Maintain and monitor expiration listing to assure effective and timely handling of renewals

Assure that premiums are collected within Agency guidelines

Keep current on technical aspects of the insurance business through circulars, bulletins, trade publications, seminars and schools offered

Assist other agency departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client

Meet with clients to discuss and handle their insurance needs

Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

Qualification

Texas General Lines Agent License5+ years insurance experienceProficient in Microsoft applicationsCommunication skillsOrganizational skillsBachelor's degreeInsurance designations

Required

Texas General Lines Agent License: Property and Casualty (P &C) or Life, Accident, Health, and HMO, as related to the appropriate line of business, or ability to obtain within 90 days of employment

5+ years insurance experience in a sales or client service role, or equivalent carrier or business experience

Excellent written and verbal communication skills

Organizational skills

Proficient in Microsoft computer applications

Preferred

Bachelor's degree

Insurance designations such as Accredited Customer Service Representative (ASCR), Commercial Insurance Service Representative (CISR), Certified Insurance Counselors (CIC), Chartered Property Casualty Underwriter (CPCU), Certified Risk Managers International (CRM), Associate in Risk Management (ARM) for Commercial Lines

Insurance designations such as Certified Employee Benefits Specialist (CEBS), Registered Health Underwriter (RHU), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) for Employee Benefits