Employee Benefits Account Representative - Frost Insurance Agency
Core
Providing administrative support to Producers, Account Executives, and Account Managers to maintain and expand assigned accounts and process documentation.
Role type
Employee Benefits Account Representative
Builds
Insurance product placements and account management for clients
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
[Texas General Lines Agent License], [quote gathering], [proposal document preparation], [client issue escalation], [administrative request processing], [claims and billing research], [account re-marketing preparation]
Preferred skills
[Bachelor's degree], [CISR], [ACSR], [CRM], [CIC]
Technologies
[Microsoft Office applications]
Responsibilities
[Assist with renewal preparation], [Gather information for new/renewal business], [Prepare proposal documents], [Respond to client questions and problems], [Document and process administrative requests], [Research claims and billing inquiries], [Prepare accounts for re-marketing]
Seniority
Individual Contributor