Insurance Development Associate - Frost Insurance Agency

Frost • Dallas, TX

4d

About The Position

The FIA Insurance Development Associate I role is focused on creating and fostering long-term relationships. Through interactive training, mentoring from successful members of Frost Insurance Agency, and hands-on learning with customer accounts, you will achieve valuable product knowledge, sales experience, and an understanding of Frost’s relationship management process and culture. FIA Insurance Development Associates are adaptable, inquisitive and strive to create and build relationships with our customers that last a lifetime.

Requirements

• Bachelor’s degree in Risk Management and Insurance, Finance, 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 within 90 days of hire.
• Excellent written and verbal communication skills
• Proficiency in Microsoft computer applications

Responsibilities

• Build a thorough knowledge of insurance coverage, industry research, and insurance products available through Frost Insurance Agency by participating in practical training
• Assist producers and account managers in sales, marketing, and maintenance for new and existing insurance accounts
• Prepare formal insurance proposals which include details of coverage, limits, deductibles and other pertinent information and assist in presenting the proposals to prospective clients
• Assist in appointments with clients and prospective clients to present insurance proposals and renewals by explaining plan details and establishing long-term business relationships
• Provide excellent customer service to clients 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 to determine the appropriate action and collecting information to prepare renewal submissions
• Build a knowledge of insurance coverage, industry research, and coverage analysis; work with others within the Agency to complete company submissions and selection of potential markets
• Work toward obtaining insurance licenses
• 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: Entry Level