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Job Description
Description:
Flood and Peterson is hiring an Associate Account Manager!
This position will support large commercial insurance clients within our Construction niche. It is a fantastic opportunity to be part of great team while you learn and grow your insurance career!
Flood and Peterson has been an insurance industry leader in Colorado for over 80 years, and we are proud to be independent and employee-owned. We grow to deliver our promise: To help our employees, clients, communities, and strategic partners reach their potential. If you are a highly motivated, success-driven individual with a true passion for client service, we encourage you to apply. This position can report out of our offices in Greeley.
POSITION SUMMARY
Provide service to clients in conjunction with the Sales Executive, Account Executive or Senior Account Manager, while providing assistant level support to other team members’ books of business per the Account Assistant job description. Book: Automatic renewals and/or smaller accounts $5,000 – $10,000 revenue size.
ESSENTIAL DUTIES & RESPONSIBILITIES
Other duties may be assigned.
- Responsible for collection of premium on all assigned accounts
- Responsible for integrity of policy data in Agency Management Systems
- Provide outstanding customer service and teamwork and seek to improve whenever possible
- Manage account renewals including but not limited to the following:
- Prepare and organize data for renewal documents
- Complete applications, as required, including specialty applications
- Follow-up with renewal underwriters for quotes
- Review quotes and prepare proposals
- Perform all lower level duties proficiently
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 extended leave (including parental leave), 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, Paycheck Protection, and Legal. 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 nonexempt position is $23.00 – 28.00 / hour. Pay may exceed this range for well-qualified candidates, commensurate with experience.
. Requirements:
Education and Work Experience
One year certificate from college or technical school; or one to two years related experience and/or training; or equivalent combination of education and experience.
Flood and Peterson Values
Flood and Peterson is deeply committed to delivering our Promise 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)
- Actively pursuing industry designation of CISR or equivalent
- 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 Associate Account Managers.
