FIA Commercial Lines Account Representative

Frost; San Antonio (TX); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) matching

Tuition reimbursement

Paid time off

Job summary

Frost Insurance Agency in Texas seeks a Commercial Lines Account Representative to support Producers and Account Managers by reviewing policies, issuing renewal summaries, and processing changes for clients. This role emphasizes integrity, care, and excellence while building lasting client relationships.

You’ll collaborate with teams, prepare certificates of insurance, invoices, and communicate changes to carriers.

Qualifications

• Excellent written and verbal communication skills
• Proficiency in Microsoft Office applications
• Texas General Lines Agent License: Property & Casualty (P&C) or plan to obtain within 90 days

Responsibilities

• Review policies for accuracy and completeness and advise senior staff of discrepancies
• Process policy changes with carriers to fulfill client requests
• Invoice and deliver policy documents to clients and provide certificates of insurance
• Issue certificates of insurance and evidence of coverage
• Follow up on billing notices to minimize risk of defaults
• Work with Account Managers to issue renewal summaries and applications for Producers
• Assist with account remarketing by ordering Loss Runs
• Act with integrity, care, and excellence to achieve win-win outcomes

Skills

Communication

MS Office

Licensing (P&C)

Education

Bachelor's degree in finance

Tools

Microsoft Office

Job description

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

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. 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!

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.