Insurance Development Associate I - Frost Insurance Agency

Frost•Bellaire, TX

About The Position

The FIA Insurance Development Associate I at Frost Insurance Agency develops long-term customer relationships through interactive training, mentoring, and hands-on work with customer accounts. The role builds insurance product knowledge, sales experience, and an understanding of Frost’s relationship management process and culture. Associates support producers and account managers with sales, marketing, account maintenance, proposals, client appointments, customer service, renewals, and insurance market submissions while working toward obtaining insurance licenses.

Requirements

Bachelor’s degree in Risk Management and Insurance, Finance, or a business-related field, or 4+ years of experience in a sales environment with a demonstrated ability to pursue and close deals.
Texas General Lines Agent License in Property and Casualty (P&C) or Life, Accident, Health, and HMO, as appropriate, or ability to obtain it within 90 days of hire.
Excellent written and verbal communication skills.
Proficiency in Microsoft computer applications.

Responsibilities

Build knowledge of insurance coverage, industry research, and products available through Frost Insurance Agency by participating in practical training.
Assist producers and account managers with sales, marketing, and maintenance for new and existing insurance accounts.
Prepare formal insurance proposals detailing coverage, limits, deductibles, and other pertinent information, and assist in presenting them to prospective clients.
Assist in client and prospective-client appointments to present insurance proposals and renewals, explain plan details, and establish long-term business relationships.
Provide excellent customer service by surveying prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products, and records, and directing client service calls to the appropriate service person.
Participate in plan renewals by reviewing expiration listings, determining appropriate actions, and collecting information to prepare renewal submissions.
Build knowledge of insurance coverage, industry research, and coverage analysis; work with others in the Agency on company submissions and selecting potential markets.
Work toward obtaining insurance licenses.
Take action using Integrity, Caring, and Excellence to achieve all-win outcomes.