FIA Insurance Development Associate I

About the role

It’s about interactions more than transactions. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. As a FIA Insurance Development Associate I with Frost Insurance Agency, you’ll create and foster long-term relationships through interactive training, mentoring, and hands-on learning with customer accounts. You’ll gain valuable product knowledge, sales experience, and an understanding of Frost’s relationship management process and culture. Our team members are adaptable, inquisitive, and strive to build lasting relationships with customers.

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, including 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 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 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.

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.

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.