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Commercial Lines Account Representative - Frost Insurance Agency

External
frostbank logoFrostbank · Victoria, TX
Full-timeOn-site2w ago
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Responsibilities

  • Review all policies and policy changes received from the insurance carriers for accuracy and completeness and request corrections as needed; advising the senior staff members of any potential problems or discrepancies
  • Request and process policy alterations with insurance carriers to fulfill change requests received from clients
  • Invoice and deliver policy documents to clients to ensure thorough record-keeping and communication
  • Issue certificates of insurance & evidence of coverage as requested by customers
  • Follow up on billing notices and non-payments received from Account Managers to minimize risk of customer defaults
  • Work with Account Managers to issue renewal summaries and applications for Producers to review with clients
  • Assist Account Managers in preparation of account remarketing by ordering Loss Runs to assess claim activity
  • Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

Requirements

  • Texas General Lines Agent License: Property and Casualty (P&C) or attainment within 90 days
  • Excellent written and verbal communication skills
  • Proficiency in Microsoft office computer applications
  • Additional Preferred Skills:
  • Bachelors degree in finance, accounting, or related discipline

Benefits

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:Medical, dental, vision, long-term disability, and life insurance401(k) matchingGenerous holiday and paid time off scheduleTuition reimbursementExtensive health and wellness programs, including our Employee Assistance ProgramReferral bonus program + more!Health insuranceDental insuranceVision insurance401(k)Performance bonus

Additional Information

Job Description It's about supporting people, our people. Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you like working in a fast-paced environment and have a goal-oriented mindset? Are you ready to provide next level support to help deliver top-quality experience and service? If so, the FIA Commercial Lines Account Representative 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 banking services.

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