Senior Commercial Account Manager - Frost Insurance Agency

Frost Insurance - Fort Worth, TX

Full-time - Mid Level

Fort Worth, TX

11-50 employees

Insurance Carriers and Related Activities

About the position

The Senior Commercial Account Manager at Frost Insurance Agency is responsible for managing a large portfolio of complex commercial accounts. This role emphasizes providing exceptional support and service to clients, ensuring their insurance needs are met while fostering long-term relationships. The position requires analytical skills, a collaborative mindset, and a commitment to continuous improvement in service delivery.

Responsibilities

• Analyze complex client policy profiles to identify account-rounding or 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; ensure these transactions are accurately entered in the agency management system to generate billing documentation.
• Provide policy service including changes, payments, claims, and third-party communications.
• Ensure all activities and in-bound or out-bound interactions are documented in the agency management system.
• Present FIA products to new and existing customers by collaborating in renewal strategies and preparing proposals.
• Complete exposure analysis to determine client needs and ensure that client exposure is minimized.
• 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.

Requirements

• Texas General Lines Agent License (Property & Casualty), or attainment within 90 days of employment.
• 3+ years of experience in the commercial insurance field.
• Ability to retain a Book of Business in excess of $650,000.
• Organization skills and the ability to multitask.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office.

Nice-to-haves

• Insurance professional designations such as CISR, ACSR, CIC, CRM.
• Bachelor's Degree.

Benefits

• 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!