FIA Business Development Specialist

In this role you will support Frost Insurance Agency's producers by managing pipelines, coordinating campaigns, and leveraging CRM tools to drive business development. You will work with cross-functional partners to ensure accurate data, analytics, and engaging client events. You thrive in a collaborative, integrity-driven environment with attention to detail while juggling multiple projects. This position contributes to Frost's legacy in financial services by strengthening relationships and driving growth.

• Medical, dental, vision, long-term disability, and life insurance
• 401(k) matching
• Generous holiday and paid time off
• Tuition reimbursement
• Employee Assistance Program and wellness programs
• Referral bonus program

• Manage communications and marketing campaigns to assist producers in business development
• Maintain Salesforce, Zywave, and related sales enablement systems for data accuracy and reporting
• Coordinate referral opportunities with Commercial Lending and other partners
• Analyze sales metrics and prepare reports to support BD efforts
• Plan and coordinate client and prospect engagement events
• Develop and maintain customer-facing presentations, marketing materials, and sales resources
• Provide support to internal users on sales enablement systems, processes, and tools
• Act with integrity, caring and excellence to achieve win-win outcomes

• Bachelor's degree; or equivalent experience
• 2+ years in B2B sales, business development, relationship management, sales operations, or marketing
• Excellent written and verbal communication
• Strong organizational and project coordination skills
• Proficiency with Microsoft Office applications

• communication
• team collaboration
• attention to detail
• Salesforce
• Zywave
• CRM platforms