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Frost · 1 day ago

FIA Employee Benefits Account Representative

San Antonio, TX

Full-time

Onsite

New Grad, Entry Level

Frost is a leading bank and insurance provider with over 150 years of experience dedicated to exceptional service. The FIA Employee Benefits Account Representative will provide administrative support to Producers, Account Executives, and Account Managers, ensuring client needs are met and accounts are effectively managed.

Banking

Comp. & Benefits

Responsibilities

Assist Producers, Account Executives, and Account Managers with preparing for upcoming renewals, with sufficient advance preparation, to ensure that client and carrier needs are met

Gather information needed for placement of new or renewal business, which includes requesting quotes from insurance carriers, partners, and vendor resources at the request of production and/or service team

Prepare proposal documents as appropriate to assist clients with their decision to purchase insurance products

Respond to client questions and problems. Escalate serious issues to a Producer, Account Executive, Account Manager, or other senior staff member

Document and process all administrative requests for changes or services, including changes in coverage, eligibility processing, requests for cancellation, and other documents or actions in agency management system

Research claims and billing inquiries for clients upon request

Provide support with accounts/clients assigned to other personnel when necessary

Prepare accounts for re-marketing prior to renewal

Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

Qualification

Texas General Lines Agent LicenseMicrosoft applications proficiencyCommunication skillsBachelor's degreeInsurance designations CISRInsurance designations ACSRInsurance designations CRMInsurance designations CIC