High Net Worth Insurance Specialist

4 weeks ago


Englewood, Colorado, United States Flood & Peterson Insurance Inc Full time
Job Summary

Flood and Peterson Insurance Inc is seeking a highly skilled Private Client Account Manager to join our Personal Lines team. As a key member of our team, you will be responsible for servicing, retaining, and growing a book of personal lines business consisting of high net worth clients.

Key Responsibilities
  • Provide exceptional day-to-day client service by anticipating client needs and responding to client questions and issues in a timely manner.
  • Read and interpret insurance policies to answer coverage questions and provide accurate information to clients.
  • Conduct thorough reviews of all policies for assigned clients at renewal, including recommendations for policy changes and cross-selling opportunities.
  • Prepare applications, perform remarkets, review quotes and policy forms for accurate coverage comparison, create proposals, and issue policies through bind orders or carrier websites.
  • Conduct client renewal meetings, including presentations, to ensure seamless policy renewals and client satisfaction.
  • Perform general insurance tasks, including invoicing, certificates, auto ID cards, proof of property, and endorsements.
  • Communicate effectively with internal and external clients, conveying ideas clearly in both written and verbal form.
  • Collect premium and maintain account receivables on all assigned accounts.
  • Maintain the integrity of policy data and documentation in Agency Management Systems.
  • Comply with and follow company workflow procedures and guidelines.
Requirements
  • Associate's degree (A.A.) or equivalent from two-year College or technical school; or three to five years related experience and/or training; or equivalent combination of education and experience.
  • Possess and maintain a Colorado Property & Casualty Producer License.
  • 5+ years of personal lines high net worth insurance experience.
  • Experience and familiarity with high net worth insurance carrier systems and appetites.
Flood and Peterson Values

Flood and Peterson is deeply committed to our Employees, Clients, Communities, and Strategic Partners. We conduct our business with the highest standards of integrity, gratitude, knowledge, commitment, and impact.



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