Flood and Peterson · 1 month ago
Employee Benefits Senior Account Manager - Northern Colorado
Greeley, CO
Full-time
Onsite
Mid, Senior Level
$75K/yr - $85K/yr
4+ years expFlood and Peterson is seeking an Employee Benefits Senior Account Manager to join their team. In this role, you will manage client relationships, provide strategic support, and ensure seamless execution of service needs, while collaborating closely with Employee Benefits Advisors and Consultants.
Financial ServicesInsurance
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 strong client relationships to ensure retention
Schedule, plan, and lead client open enrollment meetings; request carrier materials; and prepare and distribute handouts to deliver a smooth enrollment experience
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 accuracy of policy data within agency management systems to maintain compliance and operational efficiency
Address implementation and eligibility issues promptly; assist with client billing audits to ensure accuracy and client satisfaction
Create open enrollment summaries, carrier information, stewardship reports, and other client-requested materials to support engagement and transparency
Qualification
Required
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
Current or obtain Colorado Life & Health Insurance License within 2 months of hire date
Actively pursue industry designations as required to perform the duties of the position
Requires a valid Colorado driver's license and an acceptable MVR
Experience handling insurance claims and using systems like AMS 360 and ImageRight
Ability to build strong relationships and guide clients through the claims process
Skilled at analyzing loss data and creating clear, actionable reports
Strong attention to detail and knowledge of insurance regulations
Benefits
Access to professional development and certifications
Comprehensive Benefits
Medical, Dental, Vision, and Life insurance
Paid time off
Paid holidays
Paid Volunteer Time Off
Participate in our 401k plan, which includes both safe harbor and discretionary matching
Company
Flood and Peterson
Flood and Peterson is one of the largest and most respected independently owned insurance agencies
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Royal Lovell
Chairman and CEO
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