Private Client Account Manager - Personal Lines - Northern Colorado

Description

Join Our Team as Private Client – Account Manager! 

We are seeking a Private Client - Account Manager to join our growing team. This is an exciting opportunity for individuals who are passionate about customer service, eager to learn, and interested in growing within the insurance industry. As part of our team, you’ll contribute to client retention and satisfaction while gaining valuable experience in high-net-worth personal insurance.

This role offers the chance to work with a collaborative team and build meaningful relationships with clients, ensuring they receive exceptional service and tailored insurance solutions. We provide comprehensive training, professional development, and ample opportunities for career growth. If you're looking for a role that offers both professional challenges and a supportive work environment, we’d love to hear from you!

About the Role

As a Private Client - Account Manager, you will play a crucial role in ensuring the retention and satisfaction of our high-net-worth clients. You’ll work closely with Risk Advisors, Practice Leaders, and underwriters to deliver exceptional service, manage day-to-day client needs, and oversee the marketing and placement of new and renewal business. This position is ideal for someone who is passionate about client service, eager to expand their knowledge in the insurance industry, and committed to building strong, long-term relationships with both clients and carriers.

What You’ll Do

• Manage Assigned Book of Business: Provide day-to-day client service, anticipate needs, and address client questions and issues promptly. This responsibility ensures high client satisfaction and retention, directly impacting the success and growth of our high-net-worth client base.
• Account Retention, Rounding, and Program Design: Focus on retaining existing clients, expanding their coverage, and designing tailored insurance programs. By aligning our offerings with clients' evolving needs, you contribute to business growth and long-term client relationships.
• New Business Marketing and Placement: Market and manage the placement of new and renewal business, including preparing proposals and presenting new accounts. This responsibility drives the acquisition of new clients and strengthens relationships with carriers, ensuring we remain competitive and expand our portfolio.
• Client Meetings and Coverage Needs Implementation: Facilitate client meetings to identify coverage needs and implement customized insurance solutions. This is critical for ensuring clients receive the best protection and services, fostering strong, trust-based relationships and enhancing client retention.
• Other Key Tasks: Handle invoicing, certificates of insurance, endorsements, and manage premium collection and account receivables. Maintain up-to-date knowledge of insurance carriers, strategic partners, products, and legislation, and support agency goals to retain and place business with key companies.

What You Bring

• Education and Work Experience: 5 years independent insurance agency background required or similar years other related work experience (i.e., Risk management experience). College degree preferred but not required. Previous experience in client relationship management, particularly within high-net-worth personal lines insurance, preferred but not required. 
  • Certificates, Licenses, Registrations
    • Must have industry designation of CIC or equivalent with a willingness to pursue additional designations as needed (e.g., CRM, ARM, CPCU, AAI, etc.)
    • Possess and maintain a Colorado multiple lines license.
    • Colorado driver’s license and acceptable MVR
• Client Relationship Management: Strong ability to build and maintain client relationships and ensure satisfaction.
• Insurance Knowledge: Solid understanding of personal lines insurance, including policy interpretation and coverage recommendations.
• Sales and Business Development: Proven ability to market and sell insurance products and close new and renewal business.
• Organization and Attention to Detail: Strong organizational skills to manage tasks like policy data, invoicing, and account receivables.
• Communication and Professionalism: Excellent communication skills and a professional demeanor when working with clients and colleagues

Why Join Us?

• Growth Opportunities: Access to professional development and certifications.
• Supportive Culture: Be part of a team that values collaboration, integrity, and continuous learning.
• Comprehensive Benefits: Enjoy a competitive salary, healthcare options, retirement plans, and more.
  • Salary Range - Starting pay for this nonexempt position is $30.00 - $35.00/hour. Pay may exceed this range for well-qualified candidates, commensurate with experience. 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.
  • Benefits - 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.
• 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.

Ready to Make a Difference?

If you are passionate about delivering top-tier service to high-net-worth clients, building strong relationships, and helping them navigate their insurance needs, we want to hear from you! Apply today to become a key member of our team. 

Salary : $30 - $35