Employee Benefits Account Representative - Frost Insurance Agency

Assist Producers, Account Executives, and Account Managers with preparing for upcoming renewals by gathering information for new or renewal business, including requesting quotes from carriers and vendors. Prepare proposal documents to assist clients with purchasing insurance products and respond to client questions or problems, escalating serious issues to senior staff. Document and process all administrative requests for coverage changes, eligibility processing, cancellations, and other actions in the agency management system. Research claims and billing inquiries for clients upon request and prepare accounts for re-marketing prior to renewal. Maintain and expand assigned accounts using a collaborative mindset to ensure client and carrier needs are met.