Insurance Account Executive: Growth & Client Care

frostbank; Fort Worth (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) matching

Holiday and PTO

Tuition reimbursement

Wellness programs

Referral bonus program

Job summary

Frost Insurance Agency in Texas seeks an Account Executive to support Producers in managing and renewing client accounts, providing technical expertise, assessing risks, and helping cross-sell lines to improve retention and revenue.

The role emphasizes building relationships and delivering top-quality service with integrity, caring, and excellence. A Texas P&C license or the ability to obtain within 90 days is required, with strong communication and organizational skills.

Qualifications

• Texas General Lines Agent License required or able to obtain within 90 days.
• 5+ years insurance sales or client service experience.
• Excellent written and verbal communication skills.
• Strong organizational skills.
• Proficiency in Microsoft Office.

Responsibilities

• Support the Producer in account renewal sales, and in the selling of additional lines that enhance coverage and meet the needs of the client.
• Refer clients to other Agency departments for cross-selling additional lines of business.
• Prepare and explain cost basis and rating information, claims analysis and other analyses as requested by the client.
• Ensure that positive rapport is built and maintained with all clients.
• Oversee client management and retention, acting as the primary day-to-day contact in the field with existing clients.
• Negotiate and prepare service plans for each client.
• Prepare and submit company applications to select underwriters and obtain desired commitments.
• Maintain a competent working knowledge of the current marketplace and capabilities of providing alternatives for transfer of risk.
• Maintain and monitor expiration listing to assure effective and timely handling of renewals.
• Assure that premiums are collected within Agency guidelines.
• Keep current on technical aspects of the insurance business through circulars, bulletins, trade publications, seminars and schools offered.
• Assist other agency departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.
• Meet with clients to discuss and handle their insurance needs.
• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

Skills

Insurance sales

Client service

Communication

Organizational skills

MS Office

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Frost Insurance Agency in Texas seeks an Account Executive to support Producers in managing and renewing client accounts, providing technical expertise, assessing risks, and helping cross-sell lines to improve retention and revenue.

The role emphasizes building relationships and delivering top-quality service with integrity, caring, and excellence. A Texas P&C license or the ability to obtain within 90 days is required, with strong communication and organizational skills.