FIA Commercial Lines Account Representative

Frost BankAustin, TX
Onsite

About The Position

The FIA Commercial Lines Account Representative 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. This position offers the opportunity to provide next-level support to help deliver a top-quality experience and service. At Frost, the focus is on fostering a career where team members can thrive, reflecting the company's values and commitment to integrity. This role is crucial in supporting Producers and Account Executives, building relationships with integrity, caring, and excellence.

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 insurance carriers for accuracy and completeness, requesting corrections as needed.
  • Advise senior staff members of any potential problems or discrepancies.
  • Request and process policy alterations with insurance carriers to fulfill client change requests.
  • Invoice and deliver policy documents to clients.
  • Issue certificates of insurance and evidence of coverage as requested by customers.
  • Follow up on billing notices and non-payments received from Account Managers.
  • 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.
  • 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
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