Commercial Lines Account Representative - Surety Bonds - Frost Insurance Agency

Frost Bank • Fort Worth, TX

5d

About The Position

Frost Insurance Agency is seeking a Commercial Lines Account Representative with a focus on Surety Bonds. This role is for individuals with an inquisitive mind, a thirst for knowledge, and a goal-oriented mindset who enjoy working in a fast-paced environment. The position offers the opportunity to provide next-level support and deliver a top-quality experience and service. At Frost, the focus is on career flourishing, professional growth, and fostering an environment that reflects company values. This role is part of Frost's over 150-year legacy of providing unparalleled banking services.

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

Nice To Haves

• Bachelors degree in finance, accounting, or related discipline

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

Benefits

• Medical, dental, vision, long-term disability, and 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!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level