Commercial Lines Account Representative - Frost Insurance Agency

Frost Insurance Agency, Inc.; Dallas (TX); Presencial; USD 52.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, vision

401(k) matching

Paid time off

Tuition reimbursement

Descripción de la vacante

Frost Insurance Agency in Texas is seeking a Commercial Lines Account Representative to support Producers and Account Executives. You will review policies for accuracy, process changes with carriers, and deliver documents to clients with care and integrity.

The role emphasizes relationship-building, attention to detail, and collaboration with Account Managers to prepare renewal materials and assess claim activity for remarketing.

Formación

• Texas General Lines Agent License: Property and Casualty or within 90 days.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office applications.

Responsabilidades

• Review all policies for accuracy and completeness and request corrections as needed.
• Request and process policy alterations with carriers to fulfill client change requests.
• Invoice and deliver policy documents to clients to ensure thorough record-keeping.
• Issue certificates of insurance & evidence of coverage as requested.
• Follow up on billing notices to minimize risk of defaults.
• Work with Account Managers to issue renewal summaries and applications.
• Order Loss Runs to assess claim activity for remarketing.

Conocimientos

P&C license

Communication skills

MS Office proficiency

Educación

Bachelor's degree in finance/accounting

Herramientas

MS Office

Descripción del empleo

Job Description It’s about supporting people, our people. Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you like working in a fast-paced environment and have a goal-oriented mindset? Are you ready to provide next level support to help deliver top-quality experience and service? If so, the FIA Commercial Lines Account Representative could be for you. 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.

Who you are:

As a Commercial Lines Account Representative with Frost Insurance Agency, you are our insurance experience champion. In this role, you will be responsible for reviewing all policies and policy changes received from the insurance carriers for accuracy and completeness. You will use your collaborative mindset, analytical skills, and desire for constant improvement to work with Account Managers to issue renewal summaries and applications for Producers to review with clients. You are the support to Producers and Account Executives! More than that, this role is about building relationships and doing so with integrity, caring, and excellence in mind.

What you’ll do:

• 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

What you’ll need:

• 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
• Additional Preferred Skills: Bachelors degree in finance, accounting, or related discipline

Our 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!

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. Our Most Important Relationship Starts Here Frost’s commitment to cultivate long-term relationships is one of the reasons we’re recognized as a premier employer in the financial services industry. To attract qualified professionals, we offer an environment that’s supportive of both your professional and personal goals by providing our employees with competitive salaries and an outstanding benefits package. Frost was named to Forbes magazine's list of the Best Employers. Frost is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status. View Employment Notices and Policies