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 Employment Type: Full Time Years Experience: 3 - 5 years Salary: $78,000 - $82,000 Annual Bonus/Commission: Yes

Created: 2026-03-11