About the Role
As a Select Sales Representative, you will screen leads and conduct client and prospect meetings to determine if Frost Insurance is the right fit for their needs. You will inspect current insurance policies, analyze risk, and develop and deliver formal, tailored insurance proposals to current and prospective clients based on their needs. You will be responsible for selling employee benefits and property and casualty insurance to new and existing prospects with smaller, less complex business needs.
Responsibilities
- Prospect new business from existing clients, program business channels, and identified target groups and leads given by Frost producers and bankers
- Service assigned accounts while contacting potential new customers
- Survey prospects to determine insurance needs
- Inspect current insurance policies, risk management plans, property, products, and records
- Screen leads to determine if SBIU or PIC criteria is met and if a Frost Insurance Agency market exists to satisfy the need
- Collect detailed risk and underwriting information, including census data, survey data, and loss history
- Develop and deliver formal insurance proposals, including information concerning coverage, limits, deductibles, and other pertinent details
- Conduct client and prospect appointments to discuss proposals and renewals, explaining all details while communicating a desire to conduct business
Requirements
- Previous insurance experience
- Texas Department of Insurance–issued general agent/L&H and P&C license or attainment within 90 days of employment
- Excellent communication and auditory skills
- Ability to work well with others and establish rapport quickly
- Excellent time and organizational management skills
- Ability to pursue and close sales
- Proficiency in Microsoft applications
Skills
- Sales
- Relationship building
- Insurance sales
- New business development
- Client needs analysis
- Risk analysis
- Proposal development
- Employee benefits sales
- Property and casualty insurance sales
- Trend analysis
- Product knowledge
Location
- Texas
Work Type
- Full-time
Experience Level
- Not specified
Education Level
- Bachelor's degree preferred
- Insurance professional designation such as ACSR, CEBS, RHU, CLU, CLCU, CLFC preferred
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Long-term disability insurance
- Life insurance
- 401(k) matching
- Generous holiday and paid time off schedule
- Tuition reimbursement
- Extensive health and wellness programs
- Employee Assistance Program
- Referral bonus program
About the Company
- Frost has over 150 years of legacy providing unparalleled banking services.
- Frost is dedicated to providing exceptional banking, investment, and insurance services to businesses and individuals throughout Texas.
- Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction.
