Customer Relationship Manager
4 days ago
**Job Overview**
Flood and Peterson Insurance Inc is seeking a highly skilled Account Manager to join our team. As an Account Manager, you will play a crucial role in supporting our clients across various industries, providing exceptional customer service, and driving business growth.
**Key Responsibilities:**
- Serve as the primary point of contact for clients, addressing their insurance queries and policy changes.
- Perform day-to-day client servicing tasks, including billing premiums and managing account renewals.
- Collaborate with Risk Advisors to prepare renewal exposure information documents and complete applications.
- Obtain preliminary renewal indications from underwriters and follow up for quotes.
- Issue binding instructions to successful carriers and complete surplus lines due diligence & affidavits when applicable.
**Requirements:**
- Associate's degree (A.A.) or equivalent from two-year College or technical school;
- Two to four years related experience and/or training; or equivalent combination of education and experience;
- 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 Property & Casualty Producer License;
- Requires current Colorado driver's license and acceptable MVR;
**Compensation and Benefits:**
We offer a competitive salary range of $45,000 - $55,000 per year, depending on experience, plus 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 excellent 401k program, which includes both safe harbor and discretionary matching.
**Work Environment:**
The work environment is moderate noise, typical of a business office with computers and printers. The position requires the ability to lift up to 25 lbs. less than 1/3 of the time and sit over 2/3 of the time.
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