Insurance Development Associate I - Frost Insurance Agency
Core
Facilitate long-term customer relationships and support sales, marketing, and account maintenance for new and existing insurance accounts.
Role type
Junior IC insurance development associate
Builds
Insurance proposals, renewals, and client service interactions
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
attention to detail, organizational skills, adaptability, inquisitiveness, ability to build relationships, knowledge of insurance coverage and products, proposal preparation, client surveying, risk management plan inspection, data collection for renewals
Preferred skills
ability to obtain insurance licenses, Microsoft applications proficiency
Responsibilities
Participate in practical training on insurance coverage and products; Assist producers and account managers in sales and marketing; Prepare formal insurance proposals; Assist in client appointments to present proposals and renewals; Provide customer service by surveying prospects and inspecting policies; Participate in plan renewals by reviewing expiration listings; Work toward obtaining insurance licenses