Licensed Insurance Customer Service

Job Details

Licensed Insurance Customer Service

Colorado Springs, Colorado




Job Description

The Customer Service Representative provides an excellent customer experience for potential and existing customers. Identifies opportunities to cross sell and coordinates with sales specialists for follow-up. Assists the agency in attaining agency service goals.

Customer Service

  • Provides personalized, professional customer service experiences through building trust and developing customer relationships
  • Responds to customer inquiries regarding coverages, billing, claims or products by following establishing processes and procedures
  • Drives customer satisfaction by following the best practices: Personal Insurance Review revision notification and claims process
  • Processes changes to existing accounts and policies
  • Serves as a liaison on behalf of the customer between the agency and various business partners
  • Assists customers with claims by directing them to the appropriate Claims Department contacts and   
  • Follows up to ensure customer needs are addressed.

Agency Operations

  • Schedules appointments with existing or prospective customers for agency employees
  • Performs daily administrative functions to assist the agency owner, office manager or sales unit manager
  • Assists with set up and execution of agency events
  • Assist with cash handling and banking activities

Insurance Sales

  • Participates in reviews of existing coverages and may advise customers regarding policy options
  • Estimates and quotes policy premiums complying with underwriting guidelines
  • Identifies cross-selling opportunities during customer interactions and takes appropriate action
  • Contacts appropriate business partners for guidance when needed


  • Required by state statutes to have proper insurance licensing to sell, solicit or negotiate insurance
  • This position must have at least one qualifying line of authority: Property; Casualty; or Life;
  • Valid driver's license required

Pay: rate $17 + DOE

Hours: Monday - Friday 8:00 am to 5:00 pm




© 2020, Bond International Software, Inc.
All rights reserved.
Version 2020.2.1us