Jobs · Business Development · Texas

FIA Personal Lines Account Manager

Frost · San Antonio, TX · 1 wk ago
Business Development$150k–$250k/yrFull-time

About the role

As a Personal Lines Account Manager with Frost Insurance Agency, you are our insurance experience champion. In this role, you will be responsible for marketing, servicing, and providing support to Producers and Account Executives. You will use your collaborative mindset, analytical skills, and desire for constant improvement to maintain and expand all assigned accounts and process documentation on new accounts.

Responsibilities

  • Assist the Producer in identifying account-rounding and coverage enhancement opportunities
  • Analyze carrier quotes and coverages to determine the best options for the client
  • Review new and renewal policies for accuracy in rating and coverage
  • Provide policy service including changes, payments, claims and third-party communications
  • Assist in presenting FIA products to new and existing customers by collaborating in renewal strategies, and preparing proposals
  • Respond to requests to research coverage issues, policy problems, cancellation issues, reinstatement issues, billing problems, claims history and underwriting issues
  • Maintain current knowledge of company underwriting and rating information. Follow agency standard procedures to maintain electronic files and information
  • Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

Requirements

  • Texas General Lines Agent (Property & Casualty) License, or attainment within 90 days
  • 2+ years of experience in the personal lines insurance field; or Bachelor's Degree with 1+ years of insurance related experience; or has obtained CISR or TIIA designation in Personal Lines
  • Ability to retain a Book of Business between $150,000 and $250,000
  • Organizational skills and the ability to multitask
  • Excellent written and verbal communication skills
  • Proficient in Microsoft computer applications

Preferred qualifications

  • Insurance professional designations including CISR, ACSR, CIC, CRM
  • Knowledge of personal lines insurance industry
  • Bachelor's degree

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!

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