Account Manager - Mainstreet - Northern Colorado at Flood and Peterson Insurance

Greeley, Colorado, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Mar, 26

Salary

34.0

Posted On

23 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Servicing, Account Management, Communication Skills, Customer Service, Attention to Detail, Policy Management, Organizational Skills, Time Management, Collaboration, Problem Solving, Risk Management, Compliance, Renewals, Underwriting Support, Proactive Communication, Cross-Selling

Industry

Insurance

Description

Description Join Our Team as Account Manager-Mainstreet! We are seeking an Account Manager to join our Small Business team. In this role, you will collaborate closely with Risk Advisors, Marketing Consultants, and insurance underwriters to deliver exceptional service and support to clients. Acting as a key point of contact, you will manage client accounts, oversee policy renewals, assist with claims, and ensure accurate invoicing. This position requires strong attention to detail, excellent communication skills, and a passion for client service. You will perform a variety of tasks to support client success, demonstrating proactive problem-solving and a commitment to excellence. The role offers comprehensive training, professional development, and opportunities for career growth within the insurance industry. What You’ll Do Client Servicing & Account Management: Be the main contact for clients, handling their insurance questions, policy changes, and ongoing account needs to guarantee satisfaction and strong relationships. Proactively communicate to foster long-term client retention. Account Renewal & Remarketing: Manage the renewal process, prepare documents, gather quotes, and make certain clients receive the best coverage options for retention and revenue growth. Collaborate with Sales to identify cross-sell opportunities. Collaboration with Underwriters and Claims: Work with underwriters for quotes, follow up on renewals, and handle claims to promote smooth operations and minimize risks. Verify the accuracy of policy data in the system. Policy Data Integrity & Compliance: Maintain accurate policy data and follow procedures to reduce errors and support compliance and risk management. What You Bring Education and Work Experience: Associate degree (A. A.) or equivalent from two-year College or technical school; or two to four years related experience and/or training; or equivalent combination of education and experience. Certificates, Licenses, Registrations Must have industry designation of CISR or equivalent and a willingness to pursue additional designations as needed (CIC, CRM, AAI, ARM, CPCU etc.). Possess and maintain a Colorado multiple lines license. Colorado driver’s license and acceptable MVR Client Relationship Management: Strong communication skills and a customer service-oriented mindset, with the ability to build and maintain positive relationships with clients and insurance company underwriters. Policy and Account Management: Excellent attention to detail and experience managing insurance policies, renewals, and documentation through agency management systems, ensuring accuracy and integrity of client data. Renewals and Underwriting Support: Solid understanding of the insurance renewal and remarketing process, with the ability to evaluate loss ratios, prepare proposals, and work collaboratively with underwriters. Organizational and Time Management Skills: Ability to handle multiple tasks simultaneously, prioritize effectively, and manage time efficiently to meet deadlines, while adhering to workflow processes and guidelines. 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 nonexempt position is $30.00 - $34.00/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: 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 and Peterson promise. Impact – We strive for meaningful results, aiming to build a lasting legacy through positive influence and service.

Responsibilities

The Account Manager will manage client accounts, oversee policy renewals, assist with claims, and ensure accurate invoicing. They will act as the main contact for clients, handling their insurance questions and ongoing account needs.