Scott Benson, Arm Email & Phone Number

Kansas City, Mo, Us

Overland Park, Kansas, United States

GM Peters Agency January 2024 – PresentAccount Manager As a member of the commercial insurance team that oversees the agency’s commercial book, I work with our producers and senior account management to manage accounts comprised of various lines of commercial insurance policies.• Market insurance policies for new clients and communicate directly with insurance company underwriters to be sure the appropriate insurance coverage at the best possible premium is presented.• Part of the team that maintains the agency’s large, accounts by constantly monitoring the client’s risk and presenting solutions as the insurance markets change.• Work directly with business owners and officers as their primary point of contact to answer questions regarding their insurance coverage in a changing marketplace.• Create and present proposals for new and renewing clients outlining their coverages and any necessary changes that need to be made.

Fort Collins, Colorado, United States

As the senior service executive for the office’s largest commercial lines producer, I oversaw the handling of clients once the insurance product was in place and directed a small team of account managers on day to day duties.• Worked directly with the producer and company underwriters in strategizing insurance placement for commercial clients.• Perform annual risk assessments with business owners to identify any present or future exposures.• Presented the proposed insurance plan to the client and addressed any concerns or questions so they had a full understanding of coverages.• Primary point of contact for clients to address any service or claims issues.

Ft. Collins, Co

Kansas City, Missouri

As a member of EPR’s legal team, my role as Insurance Manager requires me to oversee the insurance requirements and compliance of all our tenants as well as EPR’s Property, Casualty and Professional lines of insurance coverage.• Worked directly with EPR’s executive team, department heads, insurance brokers and underwriters to identify our exposures with the goal of creating a sound risk mitigation and insurance strategy.• Collaborated with legal counsel and our tenants providing product knowledge and guidance in drafting insurance requirements and claim protocol in lease documents.• Partnered with our legal counsel and insurance carriers to address these issues quickly and efficiently.• Created processes for tracking and auditing our tenant’s as well as EPR’s insurance policies to ensure compliance, coverage and accurate invoicing.

Kansas City, Missouri, United States

My role as the commercial lines property and casualty insurance agent required me to work one on one with local business owners as their primary agent to identify their risk exposures and advise on insurance needs.• Maintained a commercial book of business worth over $250,000 by providing personalized customer service and prompt resolution to any issues.• Interviewed potential clients and advised them of suitable products based on their business operations, risk exposures and available budget for insurance products.• Constantly communicated with insurance company underwriters regarding market trends, rate negotiation and claims management to get the best rates and products for my clients.

Overland Park, Kansas, United States

Member of the portfolio management team responsible for reviewing client holdings and recommending any changes based on the client’s investment profile. • Monitored the performance of client’s retirement accounts and executed any necessary transactions.• Continuously monitored the financial markets for suitable annuity and retirement investments that would fit client’s risk profile.• Organized new client information and built their securities portfolio based on the client’s risk profile and the financial advisor’s recommendations.

Denver, Colorado, United States

My role as a Wealth Management Consultant required me to work exclusively with high-net-worth clients providing personalized service for their 403b retirement accounts.• Specialized in creating and advising on qualified and non-qualified variable annuities as part of an overall retirement strategy within the client’s 403b account.• Executed trades, transferring money, explaining any tax implications and providing information regarding 403b and annuity product rules.• As part of the company’s growth strategy, surveyed current clients to identify any outside funds that would be suitable to invest in their 403b account.