Employee Benefits Account Representative - Frost Insurance Agency

Frost•Bellaire, TX

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, processes documentation for new accounts, and supports clients and internal teams in a fast-paced, service-oriented environment.

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 preparing for upcoming renewals sufficiently in advance 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 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 re-marketing prior to renewal.
Act with integrity, caring, and excellence to achieve all-win outcomes.