Account Assistant - Northern Colorado

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

Benefits offered by this job

Healthcare benefits

Paid time off

Volunteer time off

401(k) with company matching

Flexible remote option (up to 1 day)

Job summary

Flood and Peterson Insurance in Colorado is seeking an Account Assistant to join our client-focused commercial insurance team. This entry-level role offers comprehensive training and mentorship, with opportunities to grow into a key contributor while supporting account servicing and client relationships.

You will work alongside experienced Account Managers, help with endorsements, certificates, invoicing, policy checks, and data entry.

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.
• Pursue industry designations such as CISR.

Responsibilities

• Support account servicing tasks throughout the policy year including endorsements, certificates, and invoicing.
• Review new and renewal policies for accuracy and identify discrepancies.
• Assist pre-renewal preparation by gathering documents and loss runs.
• Maintain accurate policy data in the Agency Management System.
• Provide excellent customer service and support team collaboration.

Skills

Attention to detail

Customer service

Organizational skills

Education

High school diploma or GED

6–12 months office/admin/customer service experience

Colorado Property & Casualty Insurance License within 2 months

Pursue CISR or equivalent

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
  • 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.