Employee Benefits Account Representative - Frost Insurance Agency

Frost Bank • Fort Worth, TX

3d

About The Position

The Employee Benefits Account Representative at Frost Insurance Agency provides administrative support to Producers, Account Executives, and Account Managers for an assigned book of business. The role helps maintain and expand assigned accounts and processes documentation for new accounts. It involves preparing for renewals, gathering information for new and renewal business, assisting clients with insurance purchasing decisions, responding to client questions, and handling administrative requests and inquiries. The position is part of Frost’s collaborative, integrity-driven team and is expected to act with Integrity, Caring, and Excellence.

Requirements

• Texas General Lines Agent License: Life, Accident, Health, and HMO, or attain the license within six months of employment.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft computer applications.

Nice To Haves

• Bachelor's degree.
• Insurance professional designation such as CISR, ACSR, CRM, or CIC.

Responsibilities

• Assist Producers, Account Executives, and Account Managers with advance preparation for upcoming renewals so client and carrier needs are met.
• Gather information needed to place new or renewal business, including requesting quotes from insurance carriers, partners, and vendor resources at the request of the production or service team.
• Prepare proposal documents to assist clients with decisions to purchase insurance products.
• Respond to client questions and problems, escalating serious issues to a Producer, Account Executive, Account Manager, or other senior staff member.
• Document and process administrative requests for changes or services, including coverage changes, eligibility processing, cancellation requests, and other documents or actions in the agency management system.
• Research claims and billing inquiries for clients upon request.
• Provide support for accounts or clients assigned to other personnel when necessary.
• Prepare accounts for remarketing prior to renewal.
• Take action using Integrity, Caring, and Excellence to achieve all-win outcomes.

Benefits

• Medical, dental, and vision insurance.
• Long-term disability insurance.
• Life insurance.
• 401(k) matching.
• Generous holiday and paid time off schedule.
• Tuition reimbursement.
• Extensive health and wellness programs, including an Employee Assistance Program.
• Referral bonus program.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed