Frost

Commercial Lines Account Representative - Frost Insurance Agency

Frost  •  Victoria, TX (Onsite)  •  15 days ago
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Job Description

It’s about supporting people, our people.

Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you like working in a fast-paced environment and have a goal-oriented mindset? Are you ready to provide next level support to help deliver top-quality experience and service? If so, the FIA Commercial Lines Account Representative could be for you.

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. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services.

Who you are:

As a Commercial Lines Account Representative with Frost Insurance Agency, you are our insurance experience champion. In this role, you will be responsible for reviewing all policies and policy changes received from the insurance carriers for accuracy and completeness. You will use your collaborative mindset, analytical skills, and desire for constant improvement to work with Account Managers to issue renewal summaries and applications for Producers to review with clients. You are the support to Producers and Account Executives! More than that, this role is about building relationships and doing so with integrity, caring, and excellence in mind.

What you’ll do:

  • Review all policies and policy changes received from the insurance carriers for accuracy and completeness and request corrections as needed; advising the senior staff members of any potential problems or discrepancies
  • Request and process policy alterations with insurance carriers to fulfill change requests received from clients
  • Invoice and deliver policy documents to clients to ensure thorough record-keeping and communication
  • Issue certificates of insurance & evidence of coverage as requested by customers
  • Follow up on billing notices and non-payments received from Account Managers to minimize risk of customer defaults
  • Work with Account Managers to issue renewal summaries and applications for Producers to review with clients
  • Assist Account Managers in preparation of account remarketing by ordering Loss Runs to assess claim activity
  • Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What you’ll need:

  • Texas General Lines Agent License: Property and Casualty (P&C) or attainment within 90 days
  • Excellent written and verbal communication skills
  • Proficiency in Microsoft office computer applications

Additional Preferred Skills:

  • Bachelors degree in finance, accounting, or related discipline

Our Benefits:

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:

  • 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!

Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger. If this sounds like you, we encourage you to apply and see what’s possible at Frost.

Frost

About Frost

Frost provides banking, investments, and insurance services to businesses and individuals throughout Texas. Founded in 1868, Frost is now one of the 50 largest U.S. banks by asset size.

Since the beginning, we have been committed to making people’s lives better — our clients and our coworkers. When you work at Frost, it’s about more than a job. It’s about creating and delivering great experiences every time we interact with one another. It’s about teamwork, collaboration, and a commitment from everyone involved. It’s about the person who greets our clients at the door to those developing the latest technology to help us serve our customers in ways no other bank can. It’s about banking on our values to provide excellent customer service and fulfilling careers with competitive compensation, generous benefits, and a healthy work-life balance.

And it shows. It’s why we’ve been named No. 1 in Texas for Consumer Banking Customer Satisfaction by J.D. Power for 15 years in a row. For J.D. Power 2024 award information, see: jdpower.com/awards.

Visit our careers page to search for open positions and become a part of the Frost family: https://careers.frostbank.com

Frost is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status. For more information on our social media policies, please visit frostbank.com/social.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
San Antonio, Texas
Year Founded
1868
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