Insurance Development Associate
2 weeks ago
About the Role
We are seeking a highly skilled and detail-oriented Insurance Development Associate to join our team at Frost Bank. As a key support member, you will assist producers and account managers in sales, marketing, and maintenance for new and existing insurance. Your primary responsibility will be to prepare formal insurance proposals, present them to clients and prospective clients, and establish long-term business relationships.
Key Responsibilities
- Prepare and present insurance proposals to clients and prospective clients, highlighting coverage details, limits, and deductibles.
- Assist in appointments with clients and prospective clients to present insurance proposals and renewals, ensuring a seamless customer experience.
- Provide exceptional customer service by surveying prospects to determine insurance needs, inspecting current policies, and directing client service calls to the appropriate service person.
- Participate in plan renewals by reviewing expiration listings, collecting information, and preparing renewal submissions.
- Develop a comprehensive knowledge of insurance coverage, industry research, and coverage analysis, working closely with the Agency to complete company submissions and select potential markets.
- Bachelor's degree in Risk Management and Insurance, Finance, or a related field.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft computer applications.
- Knowledge of the insurance industry.
- Proven ability to pursue and close sales.
We offer a comprehensive benefits package, including medical, dental, vision, long-term, and life insurance, 401(k) matching, generous holiday and paid time off schedule, tuition reimbursement, and extensive health and wellness programs.
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