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About the Role
As a Commercial Lines Account Representative with Frost Insurance Agency, you are our insurance experience champion. This role is about supporting people, our people, and providing next-level support to help deliver top-quality experience and service.
Responsibilities
- Review all policies and policy changes received from the insurance carriers for accuracy and completeness and request corrections as needed; advising the senior staff members of any potential problems or discrepancies
- Request and process policy alterations with insurance carriers to fulfill change requests received from clients
- Invoice and deliver policy documents to clients to ensure thorough record-keeping and communication
- Issue certificates of insurance & evidence of coverage as requested by customers
- Follow up on billing notices and non-payments received from Account Managers to minimize risk of customer defaults
- Work with Account Managers to issue renewal summaries and applications for Producers to review with clients
- Assist Account Managers in preparation of account remarketing by ordering Loss Runs to assess claim activity
- Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
Requirements
- Texas General Lines Agent License: Property and Casualty (P&C) or attainment within 90 days
- Excellent written and verbal communication skills
- Proficiency in Microsoft office computer applications
Education Level
- Bachelors degree in finance, accounting, or related discipline
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!
About the Company
- At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services.
- Since 1868, Frost has dedicated their expertise to provide 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. At Frost, it’s about being part of something bigger.