FIA Personal Lines Account Manager

Posted 7 Hours Ago
Be an Early Applicant
San Antonio, TX, USA
In-Office
150K-250K Annually
Junior
Fintech
The Role
Provide account management and support for personal lines insurance: analyze quotes/coverages, review new and renewal policies, handle policy services (changes, payments, claims), assist Producers with proposals and renewal strategies, maintain underwriting/rating knowledge and electronic files, and identify coverage enhancement opportunities.
Summary Generated by Built In
Job Description

It’s about supporting people.

Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you like working in a fast-paced environment and have a goal-oriented mindset? Are you ready to provide next level support to help deliver top-quality experience and service? If so, the FIA Personal Lines Account Manager could be for you.

At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services.

Who you are:

As a Personal Lines Account Manager with Frost Insurance Agency, you are our insurance experience champion. In this role, you will be responsible for marketing, servicing, and providing support to Producers and Account Executives. You will use your collaborative mindset, analytical skills, and desire for constant improvement to maintain and expand all assigned accounts and process documentation on new accounts.  

What you’ll do:

  • Assist the Producer in identifying account-rounding and coverage enhancement opportunities

  • Analyze carrier quotes and coverages to determine the best options for the client

  • Review new and renewal policies for accuracy in rating and coverage

  • Provide policy service including changes, payments, claims and third-party communications

  • Assist in presenting FIA products to new and existing customers by collaborating in renewal strategies, and preparing proposals

  • Respond to requests to research coverage issues, policy problems, cancellation issues, reinstatement issues, billing problems, claims history and underwriting issues

  • Maintain current knowledge of company underwriting and rating information. Follow agency standard procedures to maintain electronic files and information

  • Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What you’ll need:

  • Texas General Lines Agent (Property & Casualty) License, or attainment within 90 days

  • 2+ years of experience in the personal lines insurance field; or Bachelor’s Degree with 1+ years of insurance related experience; or has obtained CISR or TIIA designation in Personal Lines

  • Ability to retain a Book of Business between $150,000 and $250,000

  • Organizational skills and the ability to multitask

  • Excellent written and verbal communication skills

  • Proficient in Microsoft computer applications

Additional Preferred Skills:

  • Insurance professional designations including CISR, ACSR, CIC, CRM.

  • Knowledge of personal lines insurance industry.

  • Bachelor's degree.

Frost Benefits:

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:  

  • Medical, dental, vision, long-term disability, and life insurance

  • 401(k) matching

  • Generous holiday and paid time off schedule

  • Tuition reimbursement

  • Extensive health and wellness programs, including our Employee Assistance Program

  • Referral bonus program + more!

Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger. If this sounds like you, we encourage you to apply and see what’s possible at Frost.

Skills Required

  • Texas General Lines Agent (Property & Casualty) License, or attainment within 90 days
  • 2+ years of experience in personal lines insurance; OR Bachelor's degree with 1+ years insurance-related experience; OR CISR or TIIA designation in Personal Lines
  • Ability to retain a Book of Business between $150,000 and $250,000
  • Organizational skills and ability to multitask
  • Excellent written and verbal communication skills
  • Proficient in Microsoft computer applications
  • Insurance professional designations (CISR, ACSR, CIC, CRM)
  • Knowledge of personal lines insurance industry
  • Bachelor's degree
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The Company
San Antonio, TX
3,107 Employees

What We Do

At Frost, everything we do is aimed at making customers’ lives better. We do it by creating and delivering great experiences to them every time they interact with us. Through teamwork, collaboration and a commitment from everyone involved, we’ve succeeded in that goal time and time again. And we’re incredibly proud of the results—technology that helps us serve our customers, industry-leading security that inspires confidence and a quick and agile workforce that serves our customers in ways no other bank can. Frost provides banking, investments and insurance services to businesses and individuals throughout Texas. Founded in 1868, Frost is one of the 50 largest U.S. banks by asset size.

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