Flood and Peterson · 2 months ago
Senior Account Manager - Diversified - Northern Colorado
Flood and Peterson is seeking a Senior Account Manager to join their Large Commercial Team. The role involves managing a diverse portfolio of clients, ensuring exceptional service and strategic guidance, and developing tailored insurance programs that align with client needs and industry trends.
Financial ServicesInsurance
Responsibilities
Client Relationship Management: Build and nurture strong, long-term relationships with clients, serving as their go-to advisor for all account-related needs
Account Oversight: Manage a book of business, ensuring client satisfaction through proactive communication, efficient policy servicing, and timely renewals
New Business Onboarding: Partner with Sales and Operations to seamlessly onboard new clients, ensuring their coverage needs are met
Strategy Development: Craft tailored insurance programs and service strategies that align with client needs and emerging industry risks
Marketing: Work with underwriters to negotiate terms and conditions of coverage at renewal and present options to clients
Regulatory Compliance: Stay up-to-date on industry trends, regulations, and market developments, ensuring all client activities remain compliant and risk-informed
Team Collaboration: Work closely with internal sales and operations teams to provide excellent service to clients
Qualification
Required
Strong background in manufacturing, real estate, or public entities
Deep understanding of insurance solutions
Strong knowledge of insurance products, market trends, and regulatory requirements
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
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
Proven ability to build and maintain trust with clients
Excellent communication skills
Keen analytical skills to assess client portfolios, identify gaps, and develop strategic solutions
Proactive approach to addressing client challenges and resolving issues effectively
Proficiency in CRM tools, account management software, and office productivity tools
Collaborative attitude with the ability to work seamlessly with a wide range of individuals
Benefits
Comprehensive Benefits: Enjoy a competitive salary, healthcare options, retirement plans, and more.
Medical, Dental, Vision, and Life insurance
Paid time off
Paid holidays
Paid Volunteer Time Off
Excellent 401k program, which includes both safe harbor and discretionary matching
Several other voluntary insurance programs including expanded Life, Disability, Accident, Critical Illness/Event, and legal services