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About the Role
This role focuses on building and fostering long-term relationships by facilitating all the moving pieces to help deliver a top-quality experience. Through interactive training, mentoring, and hands-on learning, you will achieve valuable product knowledge, sales experience, and an understanding of the company's relationship management process and culture.
Responsibilities
- Build a thorough knowledge of insurance coverage, industry research, and insurance products.
- Assist producers and account managers in sales, marketing, and maintenance for new and existing insurance accounts.
- Prepare formal insurance proposals including details of coverage, limits, deductibles, and other pertinent information.
- Assist in presenting proposals to prospective clients.
- Assist in appointments with clients and prospective clients to present insurance proposals and renewals.
- Explain plan details and establish long-term business relationships.
- Provide excellent customer service by surveying prospects to determine insurance needs.
- Inspect current insurance policies, risk management plans, property, products, and records.
- Direct client service calls to the appropriate service person.
- Participate in plan renewals by reviewing expiration listings and collecting information to prepare renewal submissions.
- Build a knowledge of insurance coverage, industry research, and coverage analysis.
- Work with others within the Agency to complete company submissions and selection of potential markets.
- Work toward obtaining insurance licenses.
- Take action using Integrity, Caring, and Excellence to achieve all-win outcomes.
Requirements
- Bachelor’s degree in Risk Management and Insurance, Finance, or a business-related field, OR 4+ years of experience in a sales environment with a demonstrated ability to pursue and close deals.
- Texas General Lines Agent License in Property and Casualty (P&C) or Life, Accident, Health, and HMO, as appropriate, or ability to obtain within 90 days of hire.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft computer applications.
Skills
- Attention to detail
- Organizational skills
- Adaptability
- Microsoft computer applications
Location
- Texas
Work Type
- Full-time
Experience Level
- Entry Level
Education Level
- Bachelor's Degree
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 dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas since 1868.
- Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction.
- Frost is committed to fostering an environment that reflects its values and encourages team members to be the best they can be.