Account Executive - Personal Lines - Northern Colorado at Flood and Peterson Insurance

Greeley, Colorado, United States -

Full Time

Start Date

Immediate

Expiry Date

01 May, 26

Salary

87000.0

Posted On

31 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Management, Account Management, New Business Growth, Renewal Marketing, Proposal Preparation, Carrier Relations, Program Design, Risk Assessment, Premium Collections, Agency Management Systems, Mentoring, Communication Skills, Sound Judgment, Personal Lines Expertise, High-Net-Worth Clients, Organization

Industry

Insurance

Description

Description Join Our Team as Account Executive! We are seeking an experienced Account Executive to join our Personal Lines team. In this role, you will partner with Risk Advisors and Practice Leaders to deliver exceptional service, oversee onboarding, support new business and renewals, and manage a profitable book of business. This position requires an Active Colorado Property and Casualty Multiple Lines license and the ability to work independently with confidence and professionalism. You will collaborate with internal teams and carrier partners, participate in client meetings, and help strengthen long term client relationships. This role is ideal for someone who brings strong communication skills, sound judgment, and experience managing complex personal lines accounts. What You’ll Do Client & Account Management: Oversee a portfolio of assigned accounts by ensuring profitability, retention, and growth while leading program design, conducting client and prospect meetings, performing annual reviews, and supporting Risk Advisors through comprehensive risk assessment and ongoing client service. New Business & Marketing: Drive new business growth by identifying opportunities, managing new and renewal marketing workflows, analyzing client data, preparing and presenting proposals, and issuing binding instructions to carriers. Carrier & Market Relations: Strengthen carrier partnerships by selecting appropriate markets, negotiating program structure and pricing, maintaining productive relationships with underwriters, and staying current on carrier offerings, products, services, and relevant legislation. Operational & Financial Responsibilities: Manage premium collections and receivables, utilize agency management systems effectively, and communicate operational or potential E&O concerns to management. Leadership & Collaboration: Contribute to a collaborative and growth-focused team environment by mentoring colleagues, participating in departmental training, suggesting process improvements, and supporting agency goals through effective placement and retention of business with key carrier partners What You Bring Education and Work Experience: Minimum of 5 years’ experience in an independent insurance agency or comparable risk management role. College degree preferred but not required. License or Certification Requirements: Active Colorado Property & Casualty (Multiple Lines) license required. CIC or equivalent designation required; willingness to pursue additional designations (CPCU, CRM, ARM, AAI, etc.). Requires current Colorado driver’s license and acceptable MVR. Client Relationship Management: Builds strong, professional relationships with high-net-worth clients to support retention and long-term account success. Insurance Expertise: Understands personal lines coverage and carrier options to guide clients, design programs, and support new and renewal business. Organization and Follow Through: Manages multiple accounts, deadlines, and tasks with accuracy while ensuring consistent and reliable delivery of service. 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. Flexible Work Options: Upon completion of training enjoy a customizable schedule that can include up to two days remote, alternating 5-day & 4.5-day work weeks, and flexibility in start and end times. Comprehensive Benefits: Enjoy a competitive salary, healthcare options, retirement plans, and more. Salary Range - Starting pay for this exempt position is $78,000 - $87,000 annually. 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. 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 401k plan, which includes both safe harbor and discretionary matching. Flood and Peterson Values: At Flood and Peterson, we are dedicated to our Employees, Clients, Communities, and Strategic Partners. Our values guide everything we do: Integrity – We uphold the highest standards, acting with honesty, trust, and the courage to do what's right. Gratitude – We show kindness and respect, appreciating each other, our clients, and our community. Knowledge – We lead through learning, sharing insights, and embracing diverse experiences to educate and grow together. Commitment – We take responsibility, prioritize teamwork, and dedicate ourselves to fulfilling the Flood & Peterson promise. Impact – We strive for meaningful results, aiming to build a lasting legacy through positive influence and service.

Responsibilities

The Account Executive will manage a portfolio of assigned personal lines accounts, ensuring profitability, retention, and growth by leading program design and conducting client meetings. Responsibilities also include driving new business through marketing workflows, analyzing data, preparing proposals, and managing carrier relations for optimal structure and pricing.