Account Assistant - Northern Colorado

Flood & Peterson Insurance•Greeley, CO

4d•Hybrid

About The Position

Join Our Team as an Account Assistant! We are seeking an Account Assistant to join our growing team and start a rewarding career in commercial insurance. The ideal candidate will have a strong desire to learn and thrive in a fast-paced, client-focused environment. As an Account Assistant, you will receive comprehensive training and gain valuable skills in commercial insurance. You’ll work alongside experienced Account Managers, supporting the servicing and retention of our commercial clients. This entry-level role provides hands-on experience, enabling you to build expertise in the industry and grow into a key contributor. With ongoing mentorship and opportunities for advancement, this is your chance to develop a fulfilling career while making a meaningful impact on both clients and company success. As an Account Assistant , you will support our Client Service Team by completing account servicing tasks and helping maintain strong client relationships, with a focus on accuracy and excellent customer service. This is an excellent opportunity for those new to the insurance industry or individuals with personal lines experience eager to explore the commercial side of the business.

Requirements

High school diploma or general education degree (GED)
Six to 12 months work experience with a focus on office administration or customer service
Current or obtain Colorado Property & Casualty Insurance License within 2 months of hire date.
Actively pursue industry designations, such as CISR or equivalent.
Requires a valid Colorado driver’s license and an acceptable MVR.
Attention to detail: Ability to manage tasks accurately, ensuring all policy documents and data are correct and compliant.
Customer service skills: Experience in building strong client relationships, handling requests, and resolving issues promptly.
Organizational skills: Ability to prioritize and manage multiple tasks efficiently in a fast-paced environment.

Responsibilities

Help support account servicing tasks throughout the policy year, including processing endorsements, providing certificates, and invoicing.
Assist in reviewing new and renewal policies for accuracy, helping identify any discrepancies in coverage and policy details.
Support the team by gathering and organizing documents for the pre-renewal process, such as ordering loss runs and preparing workbooks or certificate lists.
Help maintain accurate policy data in the Agency Management System by processing requests and ensuring data is correctly entered.
Provide excellent customer service by addressing client requests in a timely manner and supporting team collaboration to improve service processes.