Producer - Employee Benefits - Frost Insurance Agency

Frost Insurance Agency, Inc.; Bellaire (TX); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Long-term disability

Life insurance

401(k) matching

Generous holiday and paid time off

Tuition reimbursement

Wellness programs

Referral bonus

Job summary

Frost Bank, through Frost Insurance Agency, seeks an Insurance Producer to screen leads, meet with clients, and determine fit. You will drive new business while leveraging product knowledge and relationship-building skills to present comprehensive proposals and close sales.

Requirements include a Bachelor's degree or 2+ years of sales experience, and Texas license eligibility (P&C or Life/Health). Excellent communication and organization are essential for success in this role.

Qualifications

• Bachelor’s degree or 2+ years of sales experience.
• Texas General Lines Agents License: P&C or Life, Accident, Health, and HMO License, or attainment within 90 days.
• Excellent written and verbal communication skills.
• Strong organizational skills.
• Proficiency in Microsoft applications.

Responsibilities

• Prospect new business from existing clients, program business channels, and identify 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.

Skills

Sales experience

Communication skills

Organizational skills

Education

Bachelor’s degree

Texas General Lines License (P&C or Life, Accident, Health)

Tools

Microsoft Office

Job description

Job Description It’s about giving people a sense of security. Do you like helping others understand the tools of today? A passionate salesperson with an affinity for helping others and building relationships? Do you have a background in insurance sales and the ability to drive new business? 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 banking services.

Who you are

As a Producer, you’ll screen leads and conduct client and prospect meetings to determine if Frost Insurance is the right fit for their needs. This is a sales-oriented position requiring advanced communication skills and a thorough knowledge of insurance products available through Frost Insurance Agency. You’ll use your skills, outgoing personality, and competitive nature to stay up to date on the latest trends and products to best serve our customers and meet goals.

What you’ll do

• Prospect new business from existing clients, program business channels, and identify 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

What you’ll need

• Bachelor’s degree or 2+ years of sales experience
• Texas General Lines Agents License: Property and Casualty (P&C) or Life, Accident, Health, and HMO License, as appropriate, or attainment within 90 days
• Excellent written and verbal communication skills
• Strong organizational skills
• Proficiency in Microsoft applications

Additional Preferred Skills

• Proven ability to pursue and close sales
• Knowledge of the insurance industry

Frost 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!

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. 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.

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.