Customer Service / Account Specialist

We're looking for 1 person who enjoys helping others and working in a great environment where we truly make a difference in our clients' lives!

Customer service is top priority at this growing insurance brokerage agency and we've got an awesome team already where you can simply plug-in! We now need more team members to assist with the many requests that come in and widen our capacity. There is never a shortage of things to do, and there's a wide variety of things to do, and we have a large client base to serve. And, if you thrive where there are established processes and systems, you'll love this place!

The position is Full-Time.

This position:

- involves regular interfacing with potential clients and existing clients through phone and e-mail,

- assists in fulfilling agency goals and carry out retention strategies,

- uses our CRM system (called EZLynx) for logging, quoting changes, organizing, setting tasks, uploading docs, etc.

- work independently and in tandem with others on the team,

- provides guidance and support to other team members, and provide your input on the agency level,

- uses research of homes/properties to write accurate quotes

- help clients walk through the claims process

- is salaried (not commission based),

- and other tasks as time allows,

- receives training in-house from the agency owner and team members (we also have a training manual for reference),

- office hours are from 9:00-5:30 although there is flexibility,

- works here at the physical agency (not remote).

The owner is entrepreneurially-minded, likes new ideas and welcomes input from team members. This is a position for someone motivated to work, wants a great career, enjoys helping others and likes being part of a growing business!

Colorado P and C (property and casualty) licenses will be required in order to assist clients with insurance questions/needs. Ask about a sign-on bonus.

You need to be motivated, friendly, have a heart for helping others, able to pivot from task to task, good on the phone, able to communicate well (speaking and able to write complete and clear sentences for e-mail correspondence), be organized, understand the importance of following up and possess a strong work ethic. Having (some) experience in the insurance industry would be helpful but not necessary as you'll learn on the job (most of our team comes from the service industry). Having a customer service background is important.

Benefits, such as paid time off for full-time employees is included, and health insurance is available after three months. A SimpleIRA retirement savings account is another benefit you'd receive (with employer matching). Each year you'll have a "performance review" and, assuming you're doing well, you'll always see a salary increase.

Interviewing NOW and looking to hire the right candidate as soon as the right one is found. None of us thought of ourselves as working in an insurance office; but now there's no other place we'd rather be.