Personal Lines Account Representative - Frost Insurance Agency

Frost (Cullen/Frost Bankers) • San Antonio, TX

51d

About The Position

It's about taking care of people, our people. Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you like working in a fast-paced environment and have a goal-oriented mindset? Are you ready to provide next level support to help deliver top-quality experience and service? If so, the Personal Lines Account Representative could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Personal Lines Account Representative with Frost Insurance Agency, you are responsible for servicing all assigned accounts. You will also process documentation on new accounts. In this role, you will work with Account Managers to issue renewal summaries and applications for Producers to review with clients. More than that, this role is about building relationships and doing it with integrity, caring and excellence in mind.

Requirements

• Texas General Lines Agent License: Property and Casualty or attainment within 90 days
• Excellent written and verbal communication skills
• Proficient in Microsoft computer applications

Nice To Haves

• Insurance designations such as CISR, ACSR, CRM, CIC

Responsibilities

• Review all policies and policy changes received from the insurance carriers for accuracy and completeness and request corrections as needed; advise the senior staff members of any potential problems or discrepancies
• Bill annual policy premiums and update the agency management system in the correct accounting month to ensure accurate commission accruals
• Issue certificates of insurance & evidence of coverage as requested by customers
• Work with Account Managers to issue renewal summaries and applications for Producers to review with clients
• Research coverage issues, policy problems, cancellation issues, reinstatement issues, billing problems, claims history, and underwriting issues as needed
• 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 + more!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees