Account Manager

4 weeks ago


Greeley, Colorado, United States Flood & Peterson Insurance Inc Full time

Flood and Peterson Insurance Inc is seeking a highly skilled Account Manager to join our team in the Mainstreet Department. This role provides account support to our small business clients, helping to grow and protect their business with commercial insurance coverage.

This position is responsible for providing ongoing support and service to clients in conjunction with the Sales Executive and/or Marketing Consultant. The Account Manager will assist with existing clients and new business prospects by performing a variety of tasks.

The Account Manager will serve as the internal contact for clients on insurance questions and policy changes. They will be 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.

The Account Manager will perform day-to-day client servicing tasks, including the renewal with or without the oversight of a Sales Executive. They will be 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.

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.

Flood and Peterson Insurance Inc offers a competitive compensation package, 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.

Requirements:

  • 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.
  • 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.

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


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