Insurance Development Associate I — Client Relationships

Frost; San Antonio (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) matching

Generous holiday and PTO schedule

Tuition reimbursement

Job summary

Frost Insurance Agency seeks a FIA Insurance Development Associate I to help build product knowledge, support sales, and develop client relationships. You will learn Frost’s compliance and coverage processes through hands-on training and mentorship, while contributing to proposals and renewals.

Your role emphasizes proactive service, accurate needs assessments, and the goal of establishing long‑term relationships with clients while pursuing required licenses within a supportive team culture.

Qualifications

• Bachelor's degree or 4+ years in a sales environment with ability to pursue and close deals.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft computer applications.

Responsibilities

• 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

Skills

Attention to detail

Organizational skills

Adaptability

Written and verbal communication

Microsoft Office

Education

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

Tools

Microsoft Office

Job description

Frost Insurance Agency seeks a FIA Insurance Development Associate I to help build product knowledge, support sales, and develop client relationships. You will learn Frost’s compliance and coverage processes through hands-on training and mentorship, while contributing to proposals and renewals.

Your role emphasizes proactive service, accurate needs assessments, and the goal of establishing long‑term relationships with clients while pursuing required licenses within a supportive team culture.