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Customer Service Representative

Alliance Insurance of the Rockies Woodland Park, CO
  • Expired: 29 days ago. Applications are no longer accepted.

The Customer Service Representative provides excellent customer experience for potential and existing customers. They identify opportunities to cross sell and coordinates with sales specialists for follow up.

Customer service

- Provides personalized, professional customer service experience through building trust and developing strong customer relationships.

- Responds to customer inquiries regarding coverages, billing, claims or products by following established agency processes and procedures.

- Processes changes to existing accounts and policies.

- Assists customers with claims by directing them to the appropriate claims department contacts and resources.

Agency Operations

- Performs dailiy administrative functions to assist the agency owner.

- Assists with cash handling and banking activities.

Insurance Sales

- Participates in reviews of existing coverages and may advise customers regarding policy options.

- Estimates and quotes policy premiums complying with underwriting guidelines.

- Identifies cross-selling opportunities during customer interactions and takes appropriate action.

Education

- Required by state statutes to have proper insurance licensing to sell, solicit or negotiate insurance products. We will assist with licensing for the right person.

- Valid drivers license required.

Role requirements

- Demonstrated customer service experience

- Effective communication skills

- Experienced with PC Software applications (Microsoft Office suites, Internet Explorer)

Alliance Insurance of the Rockies

Why Work Here?

We are a non call center insurance broker in Woodland Park matching insurance to our clients needs.

Address

101 Sundial Dr., Ste B-1, Woodland Park, CO
Woodland Park, CO
80866 USA