Now Hiring - Account Assistant in Greeley, CO

Flood and Peterson is hiring an Account Assistant!

This position is a perfect way to launch a rewarding career in commercial insurance, with great advancement opportunity. You'll have a chance to work with account managers across our entire organization and learn our business from the ground up. We will pay for all training and licensing for the right candidate.

Flood and Peterson has been an insurance industry leader in Colorado for over 80 years, and we are proud to be independent and employee-owned. We grow to deliver our promise: To help our employees, clients, strategic partners, and communities reach their potential. If you are a highly motivated, success-driven individual with a true passion for client service, we highly encourage you to apply. This position will report out of our office in Greeley

POSITION SUMMARY

Assist Client Service Team in servicing and retaining of Commercial Accounts. Work to ensure that client retention goals are met by responding promptly to requests per service standard timelines.

ESSENTIAL DUTIES & RESPONSIBILITIES
Other duties may be assigned.

• Responsible for account servicing needs during the policy year including but not limited to: binders, certificates, evidence of property, auto ID cards, endorsements, invoicing, audits, claims, etc.
• Perform initial policy check to verify policy accuracy for new and renewal business
• Review & compare coverage forms
• Advise Sales Executive, Account Executive or others of any changes
• Prepare policy book for insured
• Assist in risk and exposure analysis and complete renewal process as follows:
• Order loss runs from insurance carriers
• Prepare and/or update premium and loss summary
• Prepare policy summaries
• Responsible for integrity of policy data on Agency Management Systems
• Comply with and follow corporate workflow procedures and guidelines
• Provide outstanding customer service and teamwork and seek to improve whenever possible

SUPERVISORY RESPONSIBILITIES

• This position does not have supervisory responsibilities, but is expected to mentor new team members and Inform Supervisor/Manager of all matters that may give rise to an E&O claim.

COMPENSATION INFORMATION

At Flood and Peterson all full time employees are eligible for benefits, including Medical, Dental, Vision, and Life insurance, paid time off, paid extended leave (including parental leave), 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, Paycheck Protection, and legal services. 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.

Starting pay for this nonexempt position is $20.00-23.00/hour. Pay may exceed this range for well-qualified candidates, commensurate with experience.

Education and Work Experience
High school diploma or general education degree (GED); or six to 12 months related experience and/or training; or equivalent combination of education and experience.

Flood and Peterson Values

Flood and Peterson is deeply committed to delivering our Promise 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.

Language
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Mathematical
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

Reasoning
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

Computer Skills
This position requires use of the following software or applications:
Word Processing, Spreadsheets, Internet, Email, Database, and Order Processing

Certificates, Licenses, Registrations (if applicable)

• Current or obtain Colorado Property & Casualty Insurance License within 3 months of hire date
• Actively pursue industry designation of CISR or equivalent
• Requires current Colorado driver’s license and acceptable MVR