Producer - Employee Benefits - Frost Insurance Agency
Based in United States
Core
Screen leads, conduct client and prospect meetings, and develop insurance proposals to determine if Frost Insurance is the right fit for customer needs.
Role type
Sales Producer (Insurance)
Builds
Insurance policies and risk management plans for businesses and individuals
Domain
Insurance / Financial Services
Deliverable
product features
Required skills
Lead screening, client prospecting, sales appointment setting, risk assessment, proposal development, underwriting data collection, regulatory compliance (SBIU/PIC criteria)
Preferred skills
Closing sales, insurance industry knowledge
Technologies
Microsoft Office applications