Account Manager - Mainstreet - Northern Colorado
About The Position
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.
Requirements
- 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
- Strong communication skills and a customer service-oriented mindset, with the ability to build and maintain positive relationships with clients and insurance company underwriters.
- Excellent attention to detail and experience managing insurance policies, renewals, and documentation through agency management systems, ensuring accuracy and integrity of client data.
- Solid understanding of the insurance renewal and remarketing process, with the ability to evaluate loss ratios, prepare proposals, and work collaboratively with underwriters.
- Ability to handle multiple tasks simultaneously, prioritize effectively, and manage time efficiently to meet deadlines, while adhering to workflow processes and guidelines.
Responsibilities
- 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.
- 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.
- 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.
- Maintain accurate policy data and follow procedures to reduce errors and support compliance and risk management.
Benefits
- Access to professional development and certifications.
- Be part of a team that values collaboration, integrity, and continuous learning.
- 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.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
