Overview In this role you support producers and account executives to ensure high-quality insurance service. You will review policies for accuracy, manage changes with carriers, and prepare renewal materials for client discussions. The position emphasizes relationship-building with integrity and excellence, contributing to Frost's client-focused culture. You will collaborate across teams to streamline documents, billing, and renewal processes, delivering reliable service and risk-aware solutions. This is a hands-on role in a fast-paced environment with clear impact on client experience.
Compensation / Benefits- Medical, dental, vision
- Long-term disability
- Life insurance
- 401(k) matching
- Generous holiday and paid time off
- Tuition reimbursement
Responsibilities- Review policies and changes for accuracy; flag discrepancies to senior staff
- Process policy alterations with carriers to fulfill client requests
- Invoice and deliver policy documents to clients; ensure thorough record-keeping
- Issue certificates of insurance and evidence of coverage
- Follow up on billing notices to minimize customer defaults
- Collaborate with Account Managers to issue renewal summaries and applications
- Assist with account remarketing by ordering Loss Runs to assess claim activity
- Act with integrity, caring, and excellence to achieve favorable outcomes
Key requirements- Texas General Lines Agent License: Property and Casualty (P&C) or attainment within 90 days
- Excellent written and verbal communication skills
- Proficiency in Microsoft Office
- Collaborative mindset
- Strong communication
- Relationship-building
- Goal-oriented
- Integrity-driven approach
- Microsoft Office
