Insurance Development Associate I - Frost Insurance Agency
Based in United States
Core
Facilitate insurance sales and account management by building long-term customer relationships, preparing proposals, and assisting producers.
Role type
Junior sales associate (insurance)
Builds
Insurance proposals and client service experiences
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
sales, customer relationship management, insurance product knowledge, proposal preparation, risk assessment, Microsoft Office proficiency
Preferred skills
ability to obtain insurance licenses, adaptability in fast-paced environments
Responsibilities
Build knowledge of insurance coverage and industry research; Assist producers in sales and account maintenance; Prepare formal insurance proposals; Survey prospects to determine insurance needs; Participate in plan renewals; Work toward obtaining insurance licenses