Personal Lines Insurance Account Specialist

1 week ago


San Antonio, Texas, United States Frost Bank Full time

About the Role:

As a Personal Lines Account Manager at Frost Bank, you will play a pivotal role in delivering exceptional service to our clients. Your inquisitive nature and commitment to excellence will be essential as you navigate a dynamic work environment focused on client satisfaction.

Your Responsibilities:

  • Collaborate with Producers to identify opportunities for enhancing coverage and rounding out accounts.
  • Evaluate carrier quotes and coverage options to recommend the best solutions for clients.
  • Ensure accuracy in the review of new and renewal policies regarding rating and coverage.
  • Provide comprehensive policy services, including modifications, payments, claims, and communication with third parties.
  • Assist in the presentation of FIA products to both new and existing clients by participating in renewal strategies and proposal preparations.
  • Address inquiries related to coverage issues, policy discrepancies, cancellations, reinstatements, billing concerns, claims history, and underwriting matters.
  • Maintain up-to-date knowledge of company underwriting guidelines and rating information, ensuring compliance with agency procedures for electronic file management.
  • Act with Integrity, Caring, and Excellence to foster positive outcomes for all stakeholders.

Qualifications:

  • Possession of a Texas General Lines Agent (Property & Casualty) License, or the ability to obtain one within 90 days.
  • A minimum of 2 years of experience in the personal lines insurance sector or relevant designations such as CISR or TIIA in Personal Lines.
  • Capability to manage a Book of Business valued between $150,000 and $250,000.
  • Strong organizational skills with the ability to handle multiple tasks effectively.
  • Excellent verbal and written communication skills.
  • Proficiency in Microsoft Office applications.

Preferred Qualifications:

  • Professional insurance designations such as CISR, ACSR, CIC, or CRM.
  • In-depth knowledge of the personal lines insurance industry.
  • A Bachelor's degree is advantageous.

Benefits at Frost:

Frost Bank values your well-being and future, offering a comprehensive benefits package that includes:

  • Medical, dental, and vision insurance, along with long-term and life insurance options.
  • 401(k) matching contributions.
  • A generous holiday and paid time off policy.
  • Tuition reimbursement programs.
  • Extensive health and wellness initiatives, including an Employee Assistance Program.
  • A referral bonus program and additional perks.


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