Account Manager - Mainstreet - Metro Denver

Flood and Peterson Insurance • Greeley, CO

2h • $30 - $34 • Hybrid

About The Position

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.

Requirements

• 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.
• 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.

Responsibilities

• 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.

Benefits

• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree