Associate Account Manager - Mainstreet - Metro Denver at Flood and Peterson Insurance

Greeley, Colorado, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Mar, 26

Salary

26.0

Posted On

23 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Account Management, Policy Management, Customer Service, Communication, Organization, Time Management, Insurance Knowledge, Data Preparation, Teamwork, Technical Skills, Attention to Detail

Industry

Insurance

Description

Description Join Our Team as Associate Account Manager-Mainstreet! We are seeking an Associate Account Manager to join our Small Business team. The Associate Account Manger supports Risk Advisors and Account Managers while delivering excellent client service. In this role, responsibilities include handling policy tasks such as certificates, endorsements, invoicing, and claims, and assisting with renewals by preparing applications and coordinating quotes. You’ll also provide service to clients alongside senior team members and support other books of business. This position manages automatic renewals and smaller accounts with revenue between $3,000 and $10,000. What You’ll Do Account & Policy Management: Perform servicing tasks like certificates, endorsements, invoicing, and renewals to keep accounts accurate and clients satisfied. Renewal Process Management: Manage renewals end-to-end, including preparing and organizing data, completing applications (including specialty applications), following up with underwriters for quotes, reviewing quotes, and preparing proposals. Risk & Data Preparation: Assist with exposure analysis, gather loss runs, and organize documents for renewals and audits. Insurance Knowledge & Accuracy: Understand policy terms and carrier requirements, complete applications correctly, and maintain accurate data in systems. Customer Service & Communication: Provide clear, professional support to clients and underwriters, including premium collection and inquiries. Organization & Time Management: Prioritize multiple tasks and deadlines effectively while following company procedures. Teamwork & Technical Skills: Collaborate with colleagues and use agency management systems and insurance software confidently. What You Bring Education and Work Experience: One year certificate from college or technical school; or one to two years related experience and/or training; or equivalent combination of education and experience. License or Certification Requirements: Actively pursuing industry designation of CISR or equivalent Possess and maintain a Colorado multiple lines license Requires a valid Colorado driver’s license and an acceptable MVR. Industry Understanding: Knowledge of commercial insurance lines and risk management principles. Attention to Detail: Demonstrated ability to maintain data integrity in agency management systems. Organizational Skills: Proven ability to manage multiple renewals simultaneously, meet deadlines, and prioritize tasks. Why Join Us? Growth Opportunities: Access to professional development and certifications. Supportive Culture: Join a team that values innovation, collaboration, and excellence. Flexible Work Options: Upon completion of training enjoy a customizable schedule that can include 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 $24 - $26/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: Flood and Peterson is deeply committed 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.

Responsibilities

The Associate Account Manager will support Risk Advisors and Account Managers by handling policy tasks and managing renewals. Responsibilities include preparing applications, coordinating quotes, and providing excellent client service.