Employee Benefits Account Representative - Frost Insurance Agency

Frost Insurance Agency, Inc.; Bellaire (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) matching

Paid time off

Tuition reimbursement

Wellness programs

Employee Assistance Program

Referral bonus

Job summary

Frost Insurance Agency in Texas seeks an Employee Benefits Account Representative to support Producers, Account Executives, and Account Managers on a defined book of business. You will use collaboration to maintain and expand accounts and document all changes in the agency management system.

You will gather information for quotes, prepare proposals, respond to client questions, and assist with renewals to meet carrier and client needs. A strong communicator with MS Office skills is essential.

Qualifications

• Excellent written and verbal communication skills.
• Proficient in Microsoft Office applications.
• Ability to collaborate with Producers, Account Executives and Account Managers.

Responsibilities

• Assist Producers, Account Executives, and Account Managers with renewals and preparation for upcoming renewals.
• Gather information for placement of new or renewal business and request quotes from carriers and partners.
• Prepare proposal documents to assist clients in insurance purchasing decisions.
• Respond to client questions and escalate issues as needed.
• Document administrative requests for changes or services in the agency management system.
• Research claims and billing inquiries for clients upon request.
• Support accounts assigned to other personnel when necessary.
• Prepare accounts for re-marketing prior to renewal.
• Demonstrate integrity, caring, and excellence in all activities.

Skills

Communication skills

Microsoft Office

Team collaboration

Education

Bachelor's degree preferred

Texas General Lines Agent license or 6-month plan

Tools

Microsoft Office Suite

Job description

Job Description It’s about supporting people. Are you ready to provide next level support to help deliver top-quality experience and service? 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? If so, the FIA Employee Benefits 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 an Employee Benefits Account Representative with Frost Insurance Agency, you will be responsible for providing administrative support to Producers, Account Executives, and Account Managers on a specified book of business. You will use your collaborative mindset to maintain and expand all assigned accounts and process documentation on new accounts.

What you’ll do

• 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

What you’ll need

• 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
• Additional Preferred Skills: Bachelor's degree Insurance professional designation such as CISR, ACSR, CRM, CIC

Frost Benefits

This includes: 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!

Our Most Important Relationship Starts Here

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. 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.