Account Manager

1 month ago

Greeley, United States Flood & Peterson Insurance Inc Full time

Job Type

Full-time

Description

Flood and Peterson is hiring an Account Manager in our Mainstreet Department

This role provides account support to our small business clients, helping to grow and protect their business with commercial insurance coverage.

POSITION SUMMARY

Provide ongoing support and service to clients in conjunction with the Sales Executive and/or Marketing Consultant assisting with existing clients and new business prospects by performing a variety of tasks.

ESSENTIAL DUTIES & RESPONSIBILITIES
Other duties may be assigned

  • Serves as the internal contact for clients on insurance questions and policy changes.
  • Responsible for account servicing needs during the policy year including but not limited to: binders, certificates, evidence of property, auto ID cards, endorsements, invoicing, audits, claims, etc.
  • Perform day-to-day client servicing tasks including the renewal with or without the oversight of a Sales Executive.
  • Responsible for the account renewal & remarketing process, including the following:
  • Prepare renewal exposure information documents/renewal review.
  • Complete applications, including specialty applications, as required.
  • Obtain preliminary renewal indications from underwriters.
  • Follow-up with renewal underwriters for quotes.
  • Preparation of proposals.
  • Issue binding instructions to successful carriers.
  • Issue binders, invoices.
  • Complete surplus lines due diligence & affidavits, when applicable.
  • Responsible for final policy check for new and renewal business as negotiated at binding.
  • Work with Accounting to resolving accounting discrepancies.
  • Perform loss ratio evaluations and Experience Mod reviews when necessary.
  • Responsible for collection of premium on all assigned accounts.
  • Develop and maintain positive working relationships with clients and insurance company underwriters.
  • Responsible for integrity of policy data in Agency Management Systems.
  • Comply with and follow corporate workflow procedures and guidelines.
  • Provide outstanding customer service and teamwork and seek to improve whenever possible.
SUPERVISORY RESPONSIBILITIES
  • This position does not have supervisory responsibilities, but is expected to mentor new team members and lower level positions. Inform Supervisor/Manager of all matters that may give rise to an E&O claim.
COMPENSATION AND BENEFITS INFORMATION

At Flood and Peterson all full time employees are eligible for benefits, including Medical, Dental, Vision, and Life insurance, paid time off, paid holidays, and paid Volunteer Time Off. Full time employees are also eligible to participate in our 401k program, which includes both safe harbor and discretionary matching. We also offer several other voluntary insurance programs including expanded Life, Disability, Accident, Critical Illness/Event, and legal services. In addition to regular pay, this position is eligible to participate in our annual performance incentive program.

Starting pay for non-exempt position is $30.00 -$34.00/hour . Pay may exceed this range for well-qualified candidates, commensurate with experience.

Requirements

MINIMUM QUALIFICATIONS

Education and Work Experience

Associate's degree (A. A.) or equivalent from two-year College or technical school; or two to four years related experience and/or training; or equivalent combination of education and experience.

Flood and Peterson Values

Flood and Peterson is deeply committed to our Employees, Clients, Communities, and Strategic Partners. To perform the job successfully, an individual should demonstrate the following values:

Integrity - We conduct our business as one company with the highest standards and are committed to honesty, trust, and the courage to do the right thing. By adhering to our principles, we can look back at each day's work with pride.

Gratitude - Our practice of gratitude allows us to show kindness and respect for everyone. We are thankful for each other, appreciate serving our clients, and humble in our community engagements.

Knowledge - We are thought leaders who actively share our knowledge with others. We gain wisdom through seeking and embracing our diverse experiences. We are committed to learning and we educate our employees, clients and strategic partners.

Commitment - We take responsibility for our actions and we are devoted to the success of others. We put the team before the individual. We dedicate our time and energy in order to deliver the F&P promise.

Impact - We are a results-driven company and we understand growth will determine our future. We are inspired by our opportunity to build a legacy for our employees, clients, communities, and strategic partners for the next generation. We lead by positively influencing and serving others.

Language Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.

Mathematical Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

Reasoning Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

Computer Skills This position requires use of the following software or applications: Word Processing, Spreadsheets, Internet, Email, Database, Order Processing, Presentations and Accounting

Certificates, Licenses, Registrations (if applicable)
  • Must have industry designation of CISR or equivalent and a willingness to pursue additional designations as needed (CIC, CRM, AAI, ARM, CPCU etc.)
  • Possess and maintain a Colorado multiple lines license
  • Requires current Colorado driver's license and acceptable MVR


PHYSICAL DEMANDS

Please refer to the Physical Demands and Work Environment for Account Managers.

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