FIA Insurance Development Associate I

Frost; Austin (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) matching

Paid time off

Tuition reimbursement

Employee Assistance Program

Job summary

Frost Insurance Agency is seeking an Insurance Development Associate I to help build relationships and develop product knowledge through hands-on learning with customer accounts. You will gain sales experience while understanding Frost’s relationship management process and culture.

You will participate in training, assist in proposals, renewals, and client appointments, and strive toward obtaining insurance licenses. Integrity, care, and excellence guide all interactions in this role.

Qualifications

• Bachelor’s degree in Risk Management and Insurance, Finance, or related field.
• Or 4+ years in a sales environment with proven ability to close deals.
• Excellent written and verbal communication skills.

Responsibilities

• Build knowledge of insurance coverage and products through training.
• Assist producers and account managers in sales, marketing and maintenance.
• Prepare insurance proposals with coverage details and present to clients.
• Assist in client appointments to present proposals and renewals.
• Provide excellent customer service by assessing client needs and directing calls.
• Support plan renewals by reviewing expiration lists and collecting renewal data.
• Learn company submissions and market selection with the Agency.
• Work toward obtaining insurance licenses.
• Act with integrity, caring, and excellence to achieve win‑win outcomes.

Skills

Excellent written and verbal comms

Microsoft Office

Education

Bachelor’s degree in Risk Management and Insurance, Finance, or related field

Tools

Microsoft Office

Job description

It’s about interactions more than transactions.

Job Description

Have others complimented you on your attention to detail and exceptional organizational skills? Are you known for your ability to adapt in everchanging fast paced environments? Are you ready to facilitate all the moving pieces to help deliver a top-quality experience? If so, the FIA Insurance Development Associate I role 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 financial services.

Who You Are

As a FIA Insurance Development Associate I with Frost Insurance Agency, it’s about creating and fostering long‑term relationships. Through interactive training, mentoring from successful members of Frost Insurance Agency, and hands‑on learning with customer accounts, you will achieve valuable product knowledge, sales experience, and an understanding of Frost’s relationship management process and culture. Our FIA Insurance Development Associates are adaptable, inquisitive and strive to create and build relationships with our customers, that last a lifetime.

What You’ll Do

• Build a thorough knowledge of insurance coverage, industry research, and insurance products available through Frost Insurance Agency by participating in practical training
• Assist producers and account managers in sales, marketing, and maintenance for new and existing insurance accounts
• Prepare formal insurance proposals which include details of coverage, limits, deductibles and other pertinent information and assist in presenting the proposals to prospective clients
• Assist in appointments with clients and prospective clients to present insurance proposals and renewals by explaining plan details and establishing long‑term business relationships
• Provide excellent customer service to clients by surveying prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products and records, and directing client service calls to the appropriate service person
• Participate in plan renewals by reviewing expiration listings to determine the appropriate action and collecting information to prepare renewal submissions
• Build a knowledge of insurance coverage, industry research, and coverage analysis; work with others within the Agency to complete company submissions and selection of potential markets
• Work toward obtaining insurance licenses
• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What You’ll Need

• Bachelor’s degree in Risk Management and Insurance, Finance, a business-related field or 4+ years of experience in a sales environment with a demonstrated ability to pursue and close deals
• Texas General Lines Agent License in Property and Casualty (P&C) or Life, Accident, Health, and HMO, as appropriate, or ability to obtain within 90 days of hire.
• Excellent written and verbal communication skills
• Proficiency in Microsoft computer applications

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. If this sounds like you, we encourage you to apply and see what’s possible at Frost.