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Frost

Texas-based bank providing banking, investments, insurance

Employee Benefits Account Manager

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • Have at least 3 years of experience in insurance, healthcare, or human resources, or a bachelor's degree with at least 1 year of related business experience.
  • Hold a Texas General Lines Agent License for Life, Accident, Health and HMO, or attain it within 90 days of employment.
  • Be able to manage accounts with revenue up to $500,000 and average annualized commissions per customer up to $10,000.
  • Have organizational skills and the ability to multitask.
  • Have written and verbal communication skills.
  • Be proficient in Microsoft applications.

Responsibilities

  • Lead the gathering of all census requirements for renewal processes and quote preparation for assigned accounts.
  • Review and analyze client and policy information to prepare Requests for Proposals.
  • Present findings and recommendations to clients, producers, and prospective clients.
  • Review client certificates of coverage and other policy materials for accuracy, and escalate issues to the insurance carrier.
  • Research and resolve participant-related matters.
  • Communicate customer plan-administration documentation requirements and assist customers with compliance with applicable government regulations, such as the Affordable Care Act and HIPAA.
  • Maintain current knowledge of healthcare-related changes and federal and state regulations applying to employee benefits, and counsel clients on their employer-level compliance responsibilities.
  • Oversee internal invoicing processes.
  • Conduct client consultations and enrollment meetings on-site or at the client's place of business.

About the Company

Frost

Texas-based bank providing banking, investments, insurance

Frost is a Texas-based financial services provider offering banking, investments, and insurance for individuals and businesses. It serves customers through branches and digital channels with products such as checking and savings accounts, loans, investment options, and insurance. The company emphasizes delivering easy, helpful experiences and uses technology and strong security to enable safe, efficient service across touchpoints. Frost differentiates itself by its large size as one of the 50 largest U.S. banks by assets, plus a focus on customer‑centric service, teamwork, and an agile workforce that can respond in ways other banks cannot. Its goal is to make customers’ lives better by delivering consistent experiences and trusted financial solutions.

Company size
1,001-5,000
Company stage
IPO
Headquarters
San Antonio, TX
Founded
1973

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