Employee Benefits Account Representative - Frost Insurance Agency jobs in United States
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Frost · 4 hours ago

Employee Benefits Account Representative - Frost Insurance Agency

Frost is a leading banking and insurance services provider with over 150 years of experience. The Employee Benefits Account Representative will support Producers, Account Executives, and Account Managers by providing administrative assistance and maintaining client accounts to ensure excellent service delivery.

Banking
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Comp. & Benefits

Responsibilities

Assist Producers, Account Executives, and Account Managers with preparing for upcoming renewals, with sufficient advance preparation, to ensure that client and carrier needs are met
Gather information needed for placement of new or renewal business, which includes requesting quotes from insurance carriers, partners, and vendor resources at the request of production and/or service team
Prepare proposal documents as appropriate to assist clients with their decision to purchase insurance products
Respond to client questions and problems. Escalate serious issues to a Producer, Account Executive, Account Manager, or other senior staff member
Document and process all administrative requests for changes or services, including changes in coverage, eligibility processing, requests for cancellation, and other documents or actions in agency management system
Research claims and billing inquiries for clients upon request
Provide support with accounts/clients assigned to other personnel when necessary
Prepare accounts for re-marketing prior to renewal
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

Qualification

Texas General Lines Agent LicenseMicrosoft applications proficiencyCommunication skillsBachelor's degreeInsurance designations CISRInsurance designations ACSRInsurance designations CRMInsurance designations CIC

Required

Texas General Lines Agent License: Life, Accident, Health, and HMO or attainment of license within 6 months of employment
Excellent written and verbal communication skills
Proficient in Microsoft computer applications

Preferred

Bachelor's degree
Insurance professional designation such as CISR, ACSR, CRM, CIC

Benefits

Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!

Company

Frost provides banking, investments, and insurance services to businesses and individuals throughout Texas.

Funding

Current Stage
Public Company
Total Funding
unknown
1978-01-13IPO

Leadership Team

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Phillip Green
Chairman and Chief Executive Officer
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Company data provided by crunchbase