Employee Benefits Account Representative - Frost Insurance Agency

Frost Bank • Bellaire, TX

3d

About The Position

The Employee Benefits Account Representative with Frost Insurance Agency provides administrative support to Producers, Account Executives, and Account Managers for an assigned book of business. The role works collaboratively to maintain and expand assigned accounts and process documentation for new accounts. It involves supporting renewals, gathering information for new and renewal business, preparing proposal documents, responding to client inquiries, processing account changes and service requests, and researching claims and billing inquiries. Team members are expected to act with Integrity, Caring, and Excellence to achieve all-win outcomes.

Requirements

• Texas General Lines Agent License: Life, Accident, Health, and HMO, or attainment of 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 to meet client and carrier needs.
• Gather information for placement of 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, as appropriate, to help clients decide whether 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.
• Support accounts or clients assigned to other personnel when necessary.
• Prepare accounts for remarketing prior to renewal.
• Act with 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 an Employee Assistance Program
• Referral bonus program

What This Job Offers

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