Customer Service Representative

Join our dynamic team as a Client Relations Specialist

We are a boutique, family-owned independent agency that specializes in high-end households. We believe that quality relationships with our clients is what sets us apart from other insurance providers. As a Client Relations Specialist, you won't just be answering phones – you'll become the friendly voice, professional face of our agency, engaging daily with clients and prospects.

Benefits

• Salaried position with paid time off and vacation.
• Retirement plan contribution.
• Quarterly and annual bonuses if agency objectives are met.
• New business and renewal commissions on business you write and retain.
• Short-term disability and life insurance benefits.
• Health insurance group benefits are available and negotiable.
• Reimbursement for various training and education attainments, certifications, and licensing fees.

Your responsibilities will extend beyond traditional customer service, encompassing:

1. Building Connections: Forge meaningful connections with clients, creating lasting relationships, and centers of influence who will refer business to the Agency.

2. Account Management: Take charge of establishing and maintaining client accounts with a personalized and professional touch. Be an expert in your field!

3. Insurance Renewals: Review household renewals annually, evaluating coverage options and discussing changes or recommendations.

4. Network with Other Professionals: It is expected that you will reach out and participate in the community with other professionals so that our Agency attracts high-quality clients.

5. Client Value Enhancement: Identify discounts and opportunities to enhance the value we provide to our clients.

6. New Business and Cross-Selling: You will be expected to work leads that come into the Agency. In addition, you will be expected to introduce clients to a diverse range of other insurance and financial services that we offer.

7. Meticulous Record-Keeping: Ensure the meticulous maintenance of client records for seamless service.

What We Require:

To excel in this role, you need to bring:

• Initiative: Take charge of your work responsibilities and your career. Show up, solve problems, and get along with your co-workers. The formula is simple but not always easy. We will provide outstanding training, but ultimately you must be willing to take initiative to succeed.
• Radiant Demeanor: Project a pleasant and service-oriented demeanor.
• Exceptional Communication: Showcase friendly and business-appropriate phone manners, communicating with clarity and professionalism.
• Organizational Finesse: Juggle multiple tasks with finesse, demonstrating efficient skills in managing various responsibilities.
• Adaptability: Seamlessly adapt to changing priorities and deadlines, ensuring a smooth workflow.
• Problem-Solving Skills: Demonstrate a quick learning ability and excellent problem-solving skills.
• Collaborative Spirit: Foster great relationships with co-workers, emphasizing collaboration and teamwork.
• Attention to Detail: Pay scrupulous attention to details to ensure accuracy in all aspects of client interactions.

Requirements for the Position Include:

• Colorado Property and Casualty license.
• Colorado Life Insurance license is preferred.
• Minimum 2 years of customer service experience in the insurance industry.
• Proficiency with Microsoft Office Suite and Outlook.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Vision insurance

Experience:

• Customer Support & Client Services Occupations: 2 years (Required)

License/Certification:

• Property & Casualty License (Required)

Work Location: In person