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What are the key skills and qualifications needed to thrive as an Insurance Agent at a remote agency like Peterson Agencies, and why are they important?

To thrive as a remote insurance agent, you need strong sales abilities, knowledge of insurance products, and typically a valid insurance license. Familiarity with CRM software, virtual communication tools, and digital document management systems is essential. Exceptional self-motivation, organization, and interpersonal communication skills help you build client relationships and work independently. These capabilities are crucial for meeting sales targets, maintaining regulatory compliance, and ensuring client satisfaction in a remote work environment.

What are Remote Peterson Agencies?

Remote Peterson Agencies refers to insurance agencies affiliated with the Peterson Agencies organization that offer remote work opportunities. These agencies typically specialize in life insurance, health insurance, and financial services, allowing agents to work from home or virtually anywhere. Remote Peterson Agencies focus on providing flexible work environments, leveraging digital tools to assist clients and manage policies without needing to be physically present in an office. This model enables employees to balance their work and personal lives while still delivering professional insurance services to clients.

What is the difference between Remote Peterson Agencies vs Remote Insurance Agents?

AspectRemote Peterson AgenciesRemote Insurance Agents
Required CredentialsVaries by agency, often includes licensing and certifications specific to insurance productsLicensing required for specific insurance lines, such as health, auto, or life insurance
Work EnvironmentRemote, agency-based, often team-orientedRemote, independent or agency-based, customer-focused
Industry UsageUsed by agencies offering various insurance productsUsed by individual agents or agencies selling insurance
Search & Comparison IntentPeople comparing agency roles or agency-based positionsIndividuals seeking to become or compare insurance agent roles

Remote Peterson Agencies typically refer to agency-based roles within insurance firms, often involving team collaboration and agency-specific certifications. Remote Insurance Agents usually focus on individual licensing and direct client sales. While both roles operate remotely within the insurance industry, the agency roles emphasize team and agency operations, whereas insurance agents focus on individual client interactions and sales.

What are some common challenges faced by remote employees at Peterson Agencies, and how can they be overcome?

Remote employees at Peterson Agencies may encounter challenges such as staying connected with team members, managing time effectively, and maintaining work-life balance. To address these, the company typically provides regular virtual meetings, collaborative digital tools, and clear communication channels. New hires are encouraged to proactively reach out for support, set structured work schedules, and participate in online team-building activities to foster a sense of community. Developing strong self-motivation and organizational habits is also key to thriving in this remote environment.
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Remote Peterson Agencies jobs near you
Infographic showing various Remote Peterson Agencies job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 74% Full Time, 7% Part Time, and 18% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution.

Employee Benefits Senior Account Manager - Metro Denver

Flood and Peterson Insurance

Englewood, CO • On-site, Remote

$75K - $85K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago

Job description

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.

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