Commercial Lines Account Representative - Frost Insurance Agency

Frost Bank • Victoria, TX

3d • Onsite

About The Position

This role is for someone with an inquisitive mind, a thirst for knowledge, and a goal-oriented mindset who enjoys working in a fast-paced environment. The Commercial Lines Account Representative at Frost Insurance Agency is an insurance experience champion responsible for reviewing policies and policy changes for accuracy and completeness. This role involves collaborating with Account Managers to issue renewal summaries and applications for Producers, providing support to Producers and Account Executives, and building relationships with integrity, caring, and excellence. The position is part of Frost's over 150-year legacy of providing unparalleled banking services and fosters a career where individuals can thrive.

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

What This Job Offers

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