Benefits Senior Account Manager - Northern Colorado

Flood and Peterson is hiring a Benefits Senior Account Manager to be part of our Employee Benefits team!

The Benefits Senior Account Manager is a customer service oriented, detail-focused, individual with a passion for employee benefits who works closely with our clients to implement their benefit programs. This role interacts extensively with clients and carriers and requires excellent verbal and written communication skills.

This is a great opportunity for anyone with Benefits experience who wants to work with one of Colorado’s premier insurance brokers. Flood and Peterson has been an insurance industry leader for over 80 years, and we are proud to be independent and employee owned. We have offices in Denver and Northern Colorado. If you are a success-driven, motivated person we encourage you to apply today!

DESCRIPTION

Works in partnership with Employee Benefits Sales Executives on new client acquisition. Provide ongoing support and service to clients in conjunction with the Sales Executive and/or Consultant assisting with existing clients 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 benefit program changes and questions, and oversees the servicing of a designated book of business as it relates to marketing, claims and administration
• Responsible for scheduling, planning and performing Client open enrollment meetings. Request carrier materials for open enrollment meetings and prepare handouts.
• 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
• Assist with marketing of accounts for new 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
• Assist with preparation and implementation of stewardship reports and service plans
• Develop open enrollment materials, including summaries, carrier information and other pertinent information as requested by clients
• Responsible for integrity of policy data on Agency Management systems
• Resolve implementation and eligibility issues
• Assist with client billing audits
• Travel – 25% of the time

SUPERVISORY RESPONSIBILITIES

This position does not have supervisory responsibilities.

HYBRID WORK SCHEDULE

This position qualifies for up to 2 days per week remote work.

Starting pay for exempt position is $70,000-$90,000/annually . Pay may exceed this range for well-qualified candidates, commensurate with experience.

Education and Work Experience

Associate's degree (A. A.) or equivalent from two-year college or technical school; 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 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 comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Mathematical

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

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 and Order Processing

Certificates, Licenses, Registrations

• Current or obtain Colorado Life & Health Insurance License within 2 months of hire date
• Actively pursue industry designations as required to perform the duties of the position
• Requires current Colorado driver’s license and acceptable MVR

Physical Demands and Work Environment

Must be able to reach with hands and arms under 1/3 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)