Insurance Sales Producer

4 days ago


Dallas, Texas, United States Frost Bank Full time
About the Role

Frost Bank is seeking a highly motivated and results-driven Insurance Sales Producer to join our team. As a key member of our insurance agency, you will be responsible for identifying and pursuing new business opportunities, building relationships with clients and prospects, and providing exceptional customer service.

Key Responsibilities
  • Prospect new business from existing clients, program business channels, and identified target groups and leads given by Frost producers and bankers
  • Contact prospects for the purpose of providing a quote and making sales appointments
  • Service assigned accounts while contacting potential new customers
  • Survey prospects to determine insurance needs
  • Inspect current insurance policies, risk management plans, property, products, and records
  • Work with others within the agency to complete company submissions and selection of potential markets
  • Screen leads to determine if SBIU or PIC criteria is met and if a Frost Insurance Agency market exists to satisfy the need
  • Collect detailed risk and underwriting information, including census data, survey data, and loss history
  • Develop and deliver formal insurance proposals, including information concerning coverage, limits, deductibles, and other pertinent details
  • Conduct client and prospect appointments to discuss proposals and renewals, explaining all details while communicating a desire to conduct business
Requirements
  • Bachelor's degree or 2+ years of sales experience
  • Texas General Lines Agents License: Property and Casualty (P&C) or Life, Accident, Health, and HMO License, as appropriate, or attainment within 90 days
  • Excellent written and verbal communication skills
  • Strong organizational skills
  • Proficiency in Microsoft applications
Preferred Skills
  • Proven ability to pursue and close sales
  • Knowledge of the insurance industry
About Frost Bank

Frost Bank is a leading financial institution with a rich history dating back to 1868. We are committed to providing exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Our team is dedicated to fostering an environment that reflects our values and encourages team members to be the best they can be.



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