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Insurance Customer Service Representative 🔥


Part Time Customer Service Representative / Account Manager

Personal Lines/Commercial Lines Customer Service Representative opening with an agency located in the mountains, west of Denver. Our client is looking for someone to work part time, approximately 20 hours a week on a remote basis.

  • Customer Service Representatives work to maximize positive customer experiences by responding to customer inquiries or complaints regarding the company’s products or services.
  • You will communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts. Additionally, Customer Service Representatives will analyze, clarify, and resolve policy and account-related questions.
  • The position of the Customer Service Representative offers not only the opportunity for retention but agency growth through the expansion of a household by means of cross-selling multiple lines. This action will generate greater retention within the agency as well as new business growth.

Responsibilities:

  • Determine customer requirements and expectations to help the customer identify specific products and solutions
  • Solicit, sell and negotiate new business policies
  • Review renewal business and identify appropriate follow-up action based on degree of change
  • Cross-sell/up-sell products to existing customers
  • Keep records of customer interactions and transaction, recording details of inquiries, complaints, and comments, as well as actions taken
  • Assist with the annual review process by contacting customers and preparing personalized customer coverage recommendation based on customer’ needs
  • Client/Claims liaison
  • Refer unresolved customer grievances or complex customer interactions to senior team member
  • Monitor calling activity and production for agency marketers
  • Implement/adhere to agency guidelines
  • Performs other duties as assigned

Requirements:

  • Colorado P&C license required.
  • Previous customer service experience highly preferred.
  • Ideal candidate will have basic PC skills, basic math skills, strong analytical capability, conflict resolution skills, the ability to multi-task, and strong verbal and written communication skills.

Salary Range:

  • $17+/hour
  • We are pleased to offer our Contract Employees medical insurance, 401(k), and Paid Time Off.

Salary and benefits information is being included in this job posting in accordance with Colorado state law.

Job Type: Part-time

Pay: $17.00 - $22.00 per hour

Benefits:

  • Flexible schedule
  • Paid time off
  • Work from home

Schedule:

  • Monday to Friday

Experience:

  • Insurance: 1 year (Preferred)

License/Certification:

  • Property & Casualty License (Required)

Work Location: Remote

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