Insurance Customer Service Representative

Our office is expanding and we are looking to hire the right individual to join our outstanding customer service and sales team. We are currently seeking to fulfill a full-time position. Our Customer Service Representative works to maximize positive customer experiences by quickly responding to and resolving customer policy and account related inquiries. The CSSR also directly contributes to and supports sales goals of the agency through new business and cross-sell opportunities.

Colorado insurance license and industry experience is not required, but would be a great benefit for this position.

Annual Base Salary + Commission

Paid Time Off (PTO)

Mon-Fri Schedule

• Establish customer requirements and expectations in order to help the customer identify their specific product needs.
• Cross-sell/up-sell appropriate products to existing customers.
• Quote, solicit, sell, and negotiate new business policies.
• Record client interactions and transactions, detailing client inquiries, requests, concerns, comments, and any actions taken.
• Conduct annual reviews by contacting customers and preparing personalized customer coverage recommendations based on identified needs.
• Ensure policies sold and managed in the agency meet the underwriting principals and guidelines.
• Understand the claims process and act as a liaison between the claims adjuster, client and claimant.
• Refer unresolved customer grievances or complex customer interactions to senior team member(s) or agent.

A CO Property & Casualty License and Life & Health License Is Required within 90 days of hire.

Ethical, honest and enthusiastic.

Drive and Productivity - Able to bring about great results and exceed performance goals. Prepare for problems or opportunities in advance. Undertakes additional responsibilities. Responds to situations as they arise without supervision.

Communication - Exceptional verbal and written communication, detail oriented and outstanding follow-up skills.

Innovation - Welcomes innovation and improvement recommendations.

Team Work - Welcomes feedback when offered and works well with others.