Insurance Development Associate I - Frost Insurance Agency

About the role

It’s about interactions more than transactions. 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. 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 values adaptability, inquisitiveness, and a commitment to building lasting customer relationships.

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 proposals to prospective clients.
• Assist in client and prospect appointments to present insurance proposals and renewals, explaining plan details and establishing long-term business relationships.
• Provide excellent customer service by surveying prospects to determine insurance needs, inspecting current policies, risk management plans, property, products, and records, and directing client service calls appropriately.
• Participate in plan renewals by reviewing expiration listings, determining appropriate actions, and collecting information for renewal submissions.
• Develop knowledge of insurance coverage, industry research, and coverage analysis; collaborate within the Agency to complete company submissions and select potential markets.
• Work toward obtaining insurance licenses.
• Act with 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.