Employee Benefits Account Representative - Frost Insurance Agency

Frost Insurance Agency, Inc.; Fort Worth (TX); Presencial; USD 45.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, vision insurance

401(k) matching

Paid time off

Tuition reimbursement

Descripción de la vacante

Frost Bank is seeking an Employee Benefits Account Representative to provide administrative support to Producers, Account Executives, and Account Managers on a defined book of business in Texas. You will help with renewals, request quotes, prepare proposals, and respond to client inquiries while maintaining accurate records in the agency management system.

The role emphasizes collaboration, knowledge growth, and delivering high-quality service as part of Frost's legacy of financial services in

Formación

• Must have Texas General Lines Agent Life, Accident, Health, and HMO license or obtain within 6 months.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office applications.

Responsabilidades

• Assist Producers, Account Executives, and Account Managers with renewals and preparation.
• Gather information for new/renewal placements, request quotes from carriers and partners.
• Prepare proposal documents to help clients decide on insurance products.
• Respond to client questions and escalate issues as needed.
• Document administrative requests in the agency management system.
• Research claims and billing inquiries for clients.
• Support accounts assigned to other personnel when necessary.
• Prepare accounts for remarketing prior to renewal.
• Act with integrity, caring, and excellence to achieve optimal outcomes.

Conocimientos

Communication skills

MS Office proficiency

Collaboration

Educación

Bachelor's degree

Insurance designations (CISR/ACSR/CRM/CIC)

Herramientas

Agency management system

Descripción del empleo

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:

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:

• 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.

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