Senior Personal Lines Account Manager - Frost Insurance Agency

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-oriented mindset? Are you ready to provide next level support to help deliver top-quality experience and service? If so, the FIA Senior Personal Lines 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 Personal Lines 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 Personal Lines accounts. You will act as a department lead, providing technical guidance and assistance to personal lines service support staff as needed.

What you’ll do:

Assist in training and developing the Personal Lines service staff on the service support requirements of increasingly complex Personal Lines Accounts

Act as a technical expert for the agency management, production staff, and personal lines service support staff on current products and services offered within the personal lines insurance industry

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

Maintain current knowledge of company underwriting and rating information. Follow agency standard procedures to maintain electronic files and information

Respond to requests to research coverage issues, policy problems, cancellation issues, reinstatement issues, billing problems, claims history and underwriting issues

Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What you’ll need:

Texas General Lines Agents (Property & Casualty) License, or attainment within 90 days

3+ years of experience in the personal lines insurance field

Ability to retain a Book of Business in excess of $250,000

Organization skills and the ability to multitask

Excellent written and verbal communication skills

Proficient in Microsoft computer applications

Additional Preferred Skills:

Insurance professional designations such as CISR, ACSR, CIC, CRM

Bachelor's Degree

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.