SENIOR ACCOUNT MANAGER - LARGE COMMERCIAL - NORTHERN COLORADO

POSITION SUMMARY

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

Serves as the primary business contact for Clients and is responsible for possessing and applying knowledge of industry trends and related regulations in the course of servicing Client's accounts.

ESSENTIAL DUTIES & RESPONSIBILITIES

Other duties may be assigned.

• Primary contact for clients on insurance program questions and policy changes and oversees the servicing of a designated books of business as it relates to marketing, claims and administration
• Maintain positive relationships with appropriate personnel at client firms to assure retention of accounts
• Monitor and research market trends, carrier products offerings and information that will increase knowledge of the insurance industry, our clients and market verticals
• Responsible for marketing of accounts for new and renewal business including, but not limited to the following :
• Collect client renewal data, attend pre-renewal meeting if required
• Obtain preliminary renewal indications from underwriters, facilitate renewal strategy
• Follow-up with renewal underwriters for quotes
• Negotiate terms, conditions and pricing of accounts
• Review and finalize proposals
• Participate in client presentations
• Issue binding instructions to successful carriers
• Responsible for final policy check for new and renewal business as negotiated at binding
• Assist with preparation and implementation of stewardship reports and service plans
• Review and approve contracts; work with client to address difference between the contract and insurance program structure
• Delegate all appropriate insurance tasks to Account Manager, Associate Account Manager or Account Assistant
• Responsible for collection of premium and maintain account receivables on all assigned accounts
• Perform all lower level duties proficiently
• Travel 25% of the time

SUPERVISORY RESPONSIBILITIES

This position does not have supervisory responsibilities, but is expected to mentor new team members and lower level positions.

Informs Supervisor / Manager of all matters that may give rise to an E&O claim.

COMPENSATION 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 excellent 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. Bonuses may be available for client and employee referrals and for successful completion of approved industry designations.

Starting pay for this exempt position is $72,000 - $92,000 annually. Pay may exceed this range for well-qualified candidates, commensurate with experience.

Requirements

Education and Work Experience

Bachelor's degree (B. A.) from four-year college or university; or four to six 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, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.

Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Mathematical

Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry.

Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Reasoning

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

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 CIC or equivalent and a willingness to pursue additional designations as needed (CPCU, CRM, ARM, AAI, 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 Senior Account Managers.