Employee Benefits Account Representative - Frost Insurance Agency
Core
Provide administrative support to Producers, Account Executives, and Account Managers for a specified book of business, including preparing for renewals, gathering information for new/renewal business, and processing documentation.
Role type
Account Representative (Employee Benefits)
Builds
Insurance proposals and account documentation for client insurance products
Domain
Insurance (Life, Accident, Health, HMO)
Required skills
Texas General Lines Agent License (Life, Accident, Health, HMO), Microsoft Office proficiency, administrative processing, client communication
Preferred skills
Bachelor's degree, CISR, ACSR, CRM, CIC designations
Responsibilities
Assist with upcoming renewals, gather information for placement of new or renewal business, prepare proposal documents, respond to client questions and problems, document and process administrative requests for changes or services, research claims and billing inquiries, prepare accounts for re-marketing
Seniority
Individual Contributor