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Frost · 10 hours ago

Insurance Development Associate - Frost Insurance Agency

Dallas, TX

Full-time

Onsite

Entry Level

4+ years exp

Frost is a leading financial services provider with a legacy of over 150 years. The Insurance Development Associate I role focuses on building long-term relationships through training and hands-on learning, assisting in sales and customer service, and preparing insurance proposals.

Banking

Comp. & Benefits

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 which include 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 to clients 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 a 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

Qualification

Insurance knowledgeSales experienceTexas General Lines Agent LicenseMicrosoft applicationsCommunication skills

Required

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