Insurance Development Associate I - Frost Insurance Agency

Frost Bank

Posted 4 months ago

Full Time

Bellaire, Texas

In Person

Smart Summary

Responsibilities

The role involves assisting producers and account managers with the sales, marketing, and maintenance of insurance accounts. Key tasks include preparing formal insurance proposals and fostering long-term client relationships through excellent customer service.

Qualifications

You have excellent communication and organizational skills, with the ability to adapt to fast-paced environments. You should possess a Bachelor's degree in Risk Management and Insurance, Finance, or a related business field, or have at least 4 years of sales experience with a proven track record of closing deals. The ability to obtain relevant insurance licenses within 90 days of hire is also required.

Must Have Skills for ATS

Texas General Lines Agent License in Property and Casualty (P&C) or Life, Accident, Health, and HMO

Microsoft computer applications

Job Description

Excited to grow your career?

We value our talented employees and whenever possible strive to help them grow professionally. If you believe this position is right for you, we encourage you to apply!

Our people make all the difference in our success.

It’s about interactions more than transactions.

Have others complimented you on your attention to detail and exceptional organizational skills? Are you known for your ability to adapt in everchanging fast paced environments? Are you ready to facilitate all the moving pieces to help deliver a top-quality experience? If so, the FIA Insurance Development Associate I role 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 financial services.

Who you are:

As a FIA Insurance Development Associate I with Frost Insurance Agency, it’s about creating and fostering long-term relationships. Through interactive training, mentoring from successful members of Frost Insurance Agency, and hands-on learning with customer accounts, you will achieve valuable product knowledge, sales experience, and an understanding of Frost’s relationship management process and culture. Our FIA Insurance Development Associates are adaptable, inquisitive and strive to create and build relationships with our customers, that last a lifetime. 

What you’ll do:

  • Build a thorough knowledge of insurance coverage, industry research, and insurance products available through Frost Insurance Agency by participating in practical training

  • Assist producers and account managers in sales, marketing, and maintenance for new and existing insurance accounts

  • Prepare formal insurance proposals which include details of coverage, limits, deductibles and other pertinent information and assist in presenting the proposals to prospective clients

  • Assist in appointments with clients and prospective clients to present insurance proposals and renewals by explaining plan details and establishing long-term business relationships

  • Provide excellent customer service to clients by surveying prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products and records, and directing client service calls to the appropriate service person

  • Participate in plan renewals by reviewing expiration listings to determine the appropriate action and collecting information to prepare renewal submissions

  • Build a knowledge of insurance coverage, industry research, and coverage analysis; work with others within the Agency to complete company submissions and selection of potential markets

  • Work toward obtaining insurance licenses

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

What you’ll need:

  • Bachelor’s degree in Risk Management and Insurance, Finance, a business-related field or 4+ years of experience in a sales environment with a demonstrated ability to pursue and close deals

  • Texas General Lines Agent License in Property and Casualty (P&C) or Life, Accident, Health, and HMO, as appropriate, or ability to obtain within 90 days of hire.

  • Excellent written and verbal communication skills

  • Proficiency in Microsoft computer applications

Our 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.

Frost Bank

Frost provides banking, investments, and insurance services to businesses and individuals throughout Texas. Founded in 1868, Frost is now one of the 50 largest U.S. banks by asset size. Since the beginning, we have been committed to making people’s lives better — our clients and our coworkers. When you work at Frost, it’s about more than a job. It’s about creating and delivering great experiences every time we interact with one another. It’s about teamwork, collaboration, and a commitment from everyone involved. It’s about the person who greets our clients at the door to those developing the latest technology to help us serve our customers in ways no other bank can. It’s about banking on our values to provide excellent customer service and fulfilling careers with competitive compensation, generous benefits, and a healthy work-life balance. And it shows. It’s why we’ve been named No. 1 in Texas for Consumer Banking Customer Satisfaction by J.D. Power for 16 years in a row. For J.D. Power 2025 award information, see: jdpower.com/awards. Visit our careers page to search for open positions and become a part of the Frost family: https://careers.frostbank.com Frost is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status. For more information on our social media policies, please visit frostbank.com/social.
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