Customer Service Representative
$17 - $22 / hour
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Job Description
- Provide daily service to existing clients related to policy changes, certificates of insurance, billing, audit, claims, carrier inspections, etc. Forward any client questions regarding policy changes to the producer.
- Triage documents from carriers verifying the accuracy, facilitating corrections, as needed, and forwarding to the producer/agency owner for processing where needed.
- Process basic renewals which require no remarketing or explanations of change in coverage.
- Manage day-to-day customer service database (AMS360) and file database (Dropbox) by facilitating policy download and upload, endorsement and audit updates in the system, and notation of all client interactions.
- Support producer to understand potential client or remarketing needs, gather necessary data, input data in carrier quoting systems, and draft proposals.
- Identify content for quarterly client newsletter and manage and facilitate newsletter publication and newsletter social media sharing.
- Associate or Bachelor’s Degree
- Previous experience working with CEOs, presidents, or executive-level staff at small businesses and nonprofits.
- Knowledge of or ability to learn insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations.
- Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills.
- Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and understanding of when to escalate or seek help to handle difficult situations.
- Computer proficiency. Previous experience with Dropbox and Microsoft Outlook, on a professional basis. Ability to quickly learn new software. Previous experience working with VOIP or telephony products is preferred.
- Competitive Pay- higher pay available to individuals currently insurance licensed and/or with previous experience working with AMS360.
- Option to Work Remotely- after successful completion of 90-day probationary period employee has the option to work from home
- Transit Subsidy- monthly RTD pass available to those who use transit and choose to work in the office
- Professional Development- it is the intent that a person who performs successfully in this position would be eligible for promotion to full-time Account Manager position within 18 months.
- Educational subsidy- after successful completion of 90-day probationary period employee will be required to pursue insurance licensing at the expense of the Insurance Design & Placement.
This is a remote position.
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with a PIIAC member agency is a great career choice!
The Mission of Professional Independent Insurance Agents of Colorado (PIIAC) is to advance, foster and protect Independent Insurance Agents throughout Colorado. Working with them to achieve their professional development goals, advocacy, and regulatory goals, and to provide their Independent Insurance Agency with a suite of products and services that will create a mutually beneficial environment for members while maintaining the highest ethical business standards.
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.