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Commercial Lines Account Representative
Frost Bank
Fort Worth, TX, United States
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Description
As a Commercial Lines Account Representative with Frost Insurance Agency, you will be responsible for marketing, servicing, and providing support to Producers and Account Executives in maintaining and expanding all assigned house accounts, and processing documentation on new house accounts. Responsibilities will include coordinating the receipt and organization of prospect and client information/documents to support coverage and placement of accounts; following established agency guidelines to determine appropriate marketing actions on house accounts; pursuing account-rounding opportunities on assigned house accounts; reviewing all policy changes received from the insurance carriers for accuracy and completeness, and requesting corrections as needed; and advising the senior staff members of any potential problems or discrepancies. The candidate will renew existing policies prior to the expiration of coverage, update the agency management system, prepare evidences of coverage and deliver to the client and the carrier, and bill annual policy premiums in the correct accounting month.
Qualifications
Required:
• Excellent written and verbal communication skills
• General Lines Agent License: Property and Casualty (P&C) or attainment within 6 months of employment
• Proficient in Microsoft computer applications