Job Description

Do you live in the Greater Denver Metro Area (a Colorado resident)?

Do you hold a current P&C license in Colorado?

Then ask yourself if you qualify for this open position at Premier Group Insurance, Inc.

If you know of someone else, share this open position with them, too!

Job Summary

The Retail Sales and Private Client Producer will be responsible for growing the Premier Group Insurance Retail Property & Casualty business. This position will focus on rounding the existing book of PGI owned policies and driving referrals, as well as cultivating High-Net Worth referrals from the PGI agency network and selling of Private Client Policies with specific High-Net Worth carriers

Responsibilities

· Makes targeted out-bound calls and mailings to existing PGI insureds with offers to round accounts and generate referrals

· Works with PGI Marketing to develop structured referral program for PGI agents to refer High-Net Worth opportunities

· Quotes, issues, and services High-Net Worth insureds with preferred Private Client Carriers

· Binding of coverage, collection of payments, issuance of policies, complete client onboarding experience

· Develops referral relationships with Trusted Business Partner networks (Wealth Managers, Tax Attorneys, CPAs, High-value Real Estate Brokers, etc.)

· Builds “concierge” level service and renewal experience for Private Client Group insureds

· High-Net Worth risk management strategies and loss control guidance

· Teamwork with internal service team to deliver exceptional customer experience to meet agency’s retention goals

Knowledge

· Principles and practices of the High-Net Worth insurance industry including Coverage lines, Carrier Appetites, submission processes, quote review, policy issuance and service, claims processing, loss control, and risk management

· Principles of Sales and Service including business planning, prospecting, presenting and closing techniques, client onboarding, service and retention

· High-Net Worth Carrier products (policies and unique coverage forms), quoting & servicing portals

· PGI policies and procedures

· Pertinent Federal, State and local laws, codes and regulations

Skills

· Problem solving and conflict resolution

· Computers and applicable software

· Research and analysis

· Basic mathematics

· Analytical thinking

· Organization and time management

Ability to

· Learn multiple carrier systems

· Think outside of the box and develop insurance programs for insureds

· Communicate clearly and effectively, both orally and in writing

· Respond to requests and inquiries from the general public

· Prepare clear and concise reports

· Maintain confidentiality

· Plan and devise meetings and work plans

· Establish and maintain effective working relationships

Minimum Job Requirements

· High school diploma with three (3) years of personal and commercial lines insurance experience in a sales position

· Current Colorado P&C license

Preferred Skills & Qualifications

· Insurance related designation (such as CIC, CISR, CRM, AAI, CPCU or other)

Benefits

• Health, Dental, Vision insurance
• Life insurance
• Short term and long term disability
• Company matched retirement plan - 401k
• Paid time off (PTO)
• Sick leave
• 10 Holidays off
• Birthday off
• Anniversary day off
• Floating Day off
• Complimentary onsite gym
• Complimentary onsite electric vehicle charging stations
• DTC area with lots of eateries in the immediate area

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