Account Manager - Mainstreet - Northern Colorado

Description

Join Our Team as Account Manager-Mainstreet! 

We are seeking an Account Manager to join our Mainstreet team. This is an exciting opportunity for individuals who are passionate about customer service, eager to learn, and looking to grow in the insurance industry. As part of our team, you’ll contribute to the ongoing support and servicing of clients, assisting with policy renewals, proposals, and various administrative tasks, while gaining valuable experience in the insurance and client relationship management field.

This role offers the chance to work with a collaborative team and build meaningful relationships with clients and insurance underwriters. We provide comprehensive training, professional development, and ample opportunities for career growth. If you're looking for a role that offers both professional challenges and a supportive work environment, we’d love to hear from you!

About the Role

As an Account Manager, you will play a crucial role in managing client accounts, handling policy renewals, claims, invoicing, and other key tasks. You’ll work closely with Sales Executives, Marketing Consultants, and underwriters to deliver exceptional service and support. This position is ideal for someone who is passionate about client service, detail-oriented, and eager to grow their skills in the insurance industry.

What You’ll Do

• 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.

What You Bring

• 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.
  • Certificates, Licenses, Registrations
    • 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.

Why Join Us?

• Growth Opportunities: Access to professional development and certifications.
• Supportive Culture: Be part of a team that values collaboration, integrity, and continuous learning.
• Comprehensive Benefits: Enjoy a competitive salary, healthcare options, retirement plans, and more.
  • Salary Range - Starting pay for this nonexempt position is $30.00 - $34.00/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.

Ready to Make a Difference?

If you are passionate about delivering exceptional client service and supporting business growth through effective account management, we want to hear from you! Apply today to become a key member of our team.

Salary : $30 - $34