HybridAfter training, the schedule may include up to two remote days per week.
InsuranceInsurance Sales & Agency
About the job
Requirements
An associate degree or equivalent from a two-year college or technical school, or four to six years of related experience and/or training, or an 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 a Colorado Life & Health Insurance License.
Actively pursue industry designations as required to perform the duties of the position.
Possess a valid Colorado driver’s license and an acceptable motor vehicle record.
Have experience handling insurance claims and using systems such as AMS 360 and ImageRight.
Build strong client relationships and guide clients through the claims process.
Analyze loss data and create clear, actionable reports.
Demonstrate 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 client relationships to support retention.
Schedule, plan, and lead client open enrollment meetings; request carrier materials; and prepare and distribute handouts.
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 policy data is accurate within agency management systems to maintain compliance and operational efficiency.
Address implementation and eligibility issues and assist with client billing audits.
Create open enrollment summaries, carrier information, stewardship reports, and other client-requested materials.
Description
Join Our Team as Employee Benefits Senior Account Manager!
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.
What You’ll Do
Client Relationship Management: 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.
Open Enrollment Coordination: Schedule, plan, and lead client open enrollment meetings; request carrier materials; and prepare and distribute handouts to deliver a smooth enrollment experience.
Market Insight & Industry Knowledge: Stay informed on market trends, carrier offerings, and industry developments to provide clients with accurate, timely guidance and strategic recommendations.
Marketing & Renewal Support: 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.
Data Integrity & Compliance: Ensure accuracy of policy data within agency management systems to maintain compliance and operational efficiency.
Issue Resolution & Billing: Address implementation and eligibility issues promptly; assist with client billing audits to ensure accuracy and client satisfaction.
Material Development & Reporting: Create open enrollment summaries, carrier information, stewardship reports, and other client-requested materials to support engagement and transparency.
What You Bring
Education and Work Experience: 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.
Certificates, Licenses, Registrations:
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.
Claims Management: Experience handling insurance claims and using systems like AMS 360 and ImageRight.
Client Advocacy: Ability to build strong relationships and guide clients through the claims process.
Analytical Skills: Skilled at analyzing loss data and creating clear, actionable reports.
Compliance Awareness: Strong attention to detail and knowledge of insurance regulations.
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.
Flexible Work Options: Upon completion of training enjoy a customizable schedule that can include up to two days remote, alternating 5-day & 4.5-day work weeks, and flexibility in start and end times.
Comprehensive Benefits: Enjoy a competitive salary, healthcare options, retirement plans, and more.
Salary Range - Starting pay for this exempt position is $75,000 - $85,000 annually. 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.
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 401k plan, which includes both safe harbor and discretionary matching.
Flood and Peterson Values: At Flood and Peterson, we are dedicated to our Employees, Clients, Communities, and Strategic Partners. Our values guide everything we do:
Integrity – We uphold the highest standards, acting with honesty, trust, and the courage to do what's right.
Gratitude – We show kindness and respect, appreciating each other, our clients, and our community.
Knowledge – We lead through learning, sharing insights, and embracing diverse experiences to educate and grow together.
Commitment – We take responsibility, prioritize teamwork, and dedicate ourselves to fulfilling the Flood and Peterson promise.
Impact – We strive for meaningful results, aiming to build a lasting legacy through positive influence and service.