Associate Account Manager - Personal Lines - Northern Colorado

Description:

POSITION SUMMARY

Provide service to clients in conjunction with the Account Executive, while providing marketing and assistant level support with regards to new business and renewals.

ESSENTIAL DUTIES & RESPONSIBILITIES

Other duties may be assigned.

• Assist in the collection of information from potential clients to support the underwriting and quoting process
• Work with the Account Executive to evaluate the Risk Assessment in order to identify which carriers best align with client needs
• Analyze information to prepare applications and/or perform online rating to customize insurance programs suited to individual clients
• Gain a working knowledge of carrier appetites and quoting platforms
• Assist in completing new and renewal applications, binders, and correspondence
• Reassess policy needs of existing clients at renewal and/or other life-changing events
• Issue Binders, Evidence of Property Insurance, and Auto ID cards.
• Follow corporate workflow procedures and guidelines
• Perform general insurance tasks, which include invoicing, certificates, auto ID cards, binder extensions, and endorsements
• Responsible for integrity of policy data in Agency Management Systems
• Provide outstanding customer service and teamwork and seek to improve whenever possible

SUPERVISORY RESPONSIBILITIES

This position does not have supervisory responsibilities but is expected to mentor new team members and collaborate with team members when appropriate. Promptly inform supervisor 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 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.

Starting pay for this non-exempt position is $24.00 - 26.00/ hour. Pay may exceed this range for well-qualified candidates, commensurate with experience.

Requirements:

MINIMUM QUALIFICATIONS

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 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)

• Possess or actively pursue 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

• Must be able to reach with hands and arms under 1/3 of the time
• Must be able to stand or walk 1/3 to 2/3 of the time
• Must be able to use hands to finger, handle, or feel, talk or hear, sit over 2/3 of the time
• Requires the ability to lift up to 25 lbs. less than 1/3 of the time
• Work environment while in the office is moderate noise (examples: business office with computers and printers, moderate traffic)