Senior Commercial Account Manager - Frost Insurance Agency

Posted:
10/2/2024, 4:37:59 AM

Location(s):
Texas, United States ⋅ Dallas, Texas, United States

Experience Level(s):
Senior

Field(s):
Sales & Account Management

Job Description

It’s about supporting 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-orientated mindset? Are you ready to provide next level support to help deliver top-quality experience and service? If so, the FIA Commercial Account Manager 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 Senior Commercial Account Manager with Frost Insurance Agency, you are our insurance experience champion. In this role, you will be responsible for handling a large book of business, containing complex Commercial accounts. You will use your collaborative mindset, analytical skills, and desire for constant improvement to maintain and expand all assigned accounts.

What you’ll do:

  • Analyze complex client policy profiles to identify for account-rounding or 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; ensure these transactions are accurately entered in agency management system to generate billing documentation
  • Provide policy service including changes, payments, claims and third-party communications. Ensure all activities and in-bound or out-bound interactions are documented in agency management system
  • Present FIA products to new and existing customers by collaborating in renewal strategies, and preparing proposals
  • Complete exposure analysis to determine client needs and ensure that client exposure is minimized
  • 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

What You’ll Need

  • Texas General Lines Agent License (Property & Casualty), or attainment within 90 days of employment
  • 3+ years of experience in the commercial insurance field  
  • Ability to retain a Book of Business in excess of $650,000
  • Organization skills and the ability to multitask
  • Excellent written and verbal communication skills
  • Proficient in Microsoft Office

Additional Preferred Skills:

  • Insurance professional designations such as CISR, ACSR, CIC, CRM.
  • Bachelor's Degree

Frost 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, 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 is 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.