Employee Benefits Senior Account Manager - Northern Colorado

Flood and Peterson Insurance•Greeley, CO

5d•$75,000 - $85,000•Hybrid

About The Position

We are seeking an Employee Benefits Senior Account Manager to join Flood and Peterson. In this role, you will collaborate closely with Employee Benefits Advisors and Consultants to drive new client acquisition and deliver exceptional service to existing clients. Acting as the primary day-to-day contact, you will manage client relationships, provide strategic support, and ensure seamless execution of service needs. This position requires a strong understanding of industry trends and regulatory requirements, along with the ability to manage accounts independently. You will perform a variety of tasks to support client success, demonstrating proactive problem-solving and a commitment to excellence in client service.

Requirements

Associate degree (A. A.) or equivalent from two-year college or technical school; or four to six years related experience and/or training; or equivalent combination of education and experience.
Demonstrated expertise in supporting and servicing all aspects of self-funded health plans, including captive arrangements and/or consortium programs.
Possess and maintain Colorado Life & Health Insurance License.
Actively pursue industry designations as required to perform the duties of the position.
Requires a valid Colorado driver’s license and an acceptable MVR.
Experience handling insurance claims and using systems like AMS 360 and ImageRight.
Ability to build strong relationships and guide clients through the claims process.
Skilled at analyzing loss data and creating clear, actionable reports.
Strong attention to detail and knowledge of insurance regulations.

Responsibilities

Serve as the primary point of contact for benefit program changes and inquiries; oversee account servicing related to marketing, claims, and administration; and maintain strong client relationships to ensure retention.
Schedule, plan, and lead client open enrollment meetings; request carrier materials; and prepare and distribute handouts to deliver a smooth enrollment experience.
Stay informed on market trends, carrier offerings, and industry developments to provide clients with accurate, timely guidance and strategic recommendations.
Collect client renewal data, attend pre-renewal meetings as needed, obtain quotes, prepare proposals, and assist with presentations; collaborate with consultants to issue binding instructions and support new and renewal business strategies.
Ensure accuracy of policy data within agency management systems to maintain compliance and operational efficiency.
Address implementation and eligibility issues promptly; assist with client billing audits to ensure accuracy and client satisfaction.
Create open enrollment summaries, carrier information, stewardship reports, and other client-requested materials to support engagement and transparency.