Insurance Producer: Growth-Focused Client Advisor

Frost Bank; Dallas (TX); Sur place; USD 65 000 - 95 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision

401(k) matching

Generous holidays & PTO

Tuition reimbursement

Employee Assistance Program

Résumé du poste

Frost Bank in Dallas is seeking a results-driven Producer to grow insurance business and provide exceptional client service. You will screen leads, conduct meetings, and present Frost Insurance Agency products to fit client needs while meeting sales goals.

The role requires strong communication, knowledge of insurance options, and the ability to build lasting relationships with clients and colleagues in a fast-paced banking environment. A relevant license or progress toward one is expected.

Qualifications

• Bachelor’s degree or 2+ years of sales experience.
• Excellent written and verbal communication skills.
• Strong organizational skills.
• Proficiency in Microsoft applications.
• Proven ability to pursue and close sales.
• Knowledge of the insurance industry.

Responsabilités

• Prospect new business from existing clients, program business channels, and identified target groups and leads given by Frost producers and bankers
• Contact prospects for the purpose of providing a quote and making sales appointments
• Service assigned accounts while contacting potential new customers
• Survey prospects to determine insurance needs
• Inspect current insurance policies, risk management plans, property, products, and records
• Work with others within the agency to complete company submissions and selection of potential markets
• Screen leads to determine if SBIU or PIC criteria is met and if a Frost Insurance Agency market exists to satisfy the need
• Collect detailed risk and underwriting information, including census data, survey data, and loss history
• Develop and deliver formal insurance proposals, including information concerning coverage, limits, deductibles, and other pertinent details
• Conduct client and prospect appointments to discuss proposals and renewals, explaining all details while communicating a desire to conduct business

Connaissances

Sales experience

Excellent communication

Negotiation

Relationship building

Formation

Bachelor's degree

Outils

Microsoft Office

Description du poste

Frost Bank in Dallas is seeking a results-driven Producer to grow insurance business and provide exceptional client service. You will screen leads, conduct meetings, and present Frost Insurance Agency products to fit client needs while meeting sales goals.

The role requires strong communication, knowledge of insurance options, and the ability to build lasting relationships with clients and colleagues in a fast-paced banking environment. A relevant license or progress toward one is expected.