Senior Personal Lines Account Manager - Frost Insurance Agency

Frost Bank • San Antonio, TX

23h

About The Position

The Senior Personal Lines Account Manager at Frost Insurance Agency handles a large book of business comprising complex personal lines accounts. The role serves as a department lead, providing technical guidance and assistance to personal lines service support staff. It also supports training and development, advises agency management and production staff on personal lines products and services, and provides comprehensive account and policy service to new and existing customers.

Requirements

• Texas General Lines Agents (Property & Casualty) license, or ability to attain it within 90 days.
• At least 3 years of experience in the personal lines insurance field.
• Ability to retain a book of business in excess of $250,000.
• Organization skills and ability to multitask.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft computer applications.

Nice To Haves

• Insurance professional designation such as CISR, ACSR, CIC, or CRM.
• Bachelor's degree.

Responsibilities

• Assist in training and developing Personal Lines service staff on service support requirements for increasingly complex Personal Lines accounts.
• Act as a technical expert for agency management, production staff, and Personal Lines service support staff on current products and services in the Personal Lines insurance industry.
• Analyze complex client policy profiles to identify account-rounding and coverage-enhancement opportunities.
• Analyze carrier quotes and coverages to determine the best options for clients.
• Review new and renewal policies for accuracy in rating and coverage, and ensure transactions are accurately entered in the agency management system to generate billing documentation.
• Provide policy service, including changes, payments, claims, and third-party communications; document activities and inbound and outbound interactions in the agency management system.
• Present FIA products to new and existing customers by collaborating on renewal strategies and preparing proposals.
• Complete exposure analyses to determine client needs and minimize client exposure.
• Maintain current knowledge of company underwriting and rating information.
• Follow agency standard procedures to maintain electronic files and information.
• Research coverage issues, policy problems, cancellation and reinstatement issues, billing problems, claims history, and underwriting issues when requested.
• 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 an Employee Assistance Program.
• Referral bonus program.

What This Job Offers

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