Insurance Development Associate I - Frost Insurance Agency

Frost Bank; Dallas (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Long-term disability

Life insurance

401(k) matching

Paid time off

Tuition reimbursement

Wellness programs

Referral bonus

Job summary

Frost Insurance Agency in Dallas, TX is seeking an Insurance Development Associate I to help build long-term client relationships while gaining product knowledge and sales experience through hands-on learning and mentoring.

You’ll participate in training, assist producers with new and existing accounts, prepare proposals, present renewals, and strive toward licensing, delivering superior service and forming durable client partnerships.

Qualifications

• Bachelor’s degree in Risk Management and Insurance, Finance, or a business-related field or 4+ years of sales experience.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office applications.

Responsibilities

• Build knowledge of insurance coverage, products, and industry research through training.
• Assist producers and account managers in sales, marketing, and maintenance for new and existing accounts.
• Prepare formal insurance proposals with coverage details and present to clients.
• Assist in client appointments to present proposals and renewals and build long-term relationships.
• Provide excellent customer service by surveying prospects, inspecting policies, and directing inquiries.
• Support plan renewals by reviewing expirations and collecting information for submissions.
• Work toward obtaining insurance licenses.

Skills

Communication skills

Education

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

Tools

Microsoft Office

Job description

Job Description

It’s about interactions more than transactions. 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
• 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!

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.

Other Information

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. 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.