Account Assistant - Northern Colorado

Flood & Peterson Insurance Inc; Greeley (CO); Hybrid; USD 30,000 - 33,000; Full time

Benefits offered by this job

Growth opportunities

Supportive culture

Flexible schedule

Healthcare benefits

401(k) with company match

Performance incentive program

Job summary

Flood & Peterson Insurance Inc. is seeking an Account Assistant to join our Client Service Team in Colorado.

This entry-level role offers comprehensive training and exposure to commercial insurance, supporting account servicing and client retention with accuracy and excellent service. You will process endorsements and certificates, review policies for accuracy, prepare documents for pre-renewal, and maintain data in our Agency Management System while collaborating with seasoned Account Managers

Qualifications

• High school diploma or GED; 6–12 months of office administration or customer service experience.
• Colorado Property & Casualty Insurance License within 2 months of hire date or actively pursuing license.
• Actively pursue industry designations such as CISR.
• Valid Colorado driver’s license and acceptable MVR.
• Attention to detail; able to manage tasks accurately and in compliance.
• Customer service skills; able to build strong client relationships and resolve issues.
• Organizational skills; able to prioritize and manage multiple tasks in a fast-paced environment.

Responsibilities

• Account Servicing: support servicing tasks throughout the policy year, including endorsements, certificates, and invoicing.
• Policy Checks: review new and renewal policies for accuracy and discrepancies in coverage.
• Pre-Renewal Preparation: gather and organize documents for pre-renewal (loss runs, certificate lists).
• Data Accuracy: maintain policy data in the Agency Management System by processing requests.
• Customer Service: provide excellent service by addressing client requests promptly and supporting team improvement.

Skills

Customer service

Attention to detail

Organizational skills

Office administration

Education

High school diploma or GED

Colorado Property & Casualty Insurance License within 2 months

CISR or equivalent pursued

Tools

Agency Management System

Job description

Description

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.

What You’ll Do

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

What You Bring

• Education and Work Experience: High school diploma or general education degree (GED); six to 12 months work experience with a focus on office administration or customer service Certificates, Licenses, Registrations 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.

Why Join Us?

• Growth Opportunities: As an Account Assistant, you’ll have access to comprehensive training, resources, and career advancement opportunities.
• Supportive Culture: Join a company that values integrity, gratitude, knowledge, commitment, and impact.
• Flexible Work Options: Upon completion of training enjoy a customizable schedule that can include up to 1 day remote, alternating 5-day & 4.5-day work weeks, and flexibility in start and end times.
• Comprehensive Benefits: Competitive salary, healthcare benefits, paid time off, volunteer time off, and a strong 401(k) program with company matching.
• Compensation: Starting pay for this nonexempt position is $22.00-24.00/hourly. 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.