Client Care & In-Book Sales Specialist (Licensing Path)

Denverhighlandsinsurance; Denver (CO); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Job summary

A local insurance agency is seeking a Customer Service Representative in Denver, CO, to provide excellent service and support while identifying sales opportunities. This role offers a competitive base salary between $55,000 - $65,000 annually, along with comprehensive training and licensing support. The successful candidate will develop relationships with clients and assist with insurance policy management in a supportive team environment, ensuring long-term career growth and meaningful contributions to the community.

Qualifications

• Ability to pivot from service to sales using a consultative approach.
• Willingness to obtain Property & Casualty and Life & Health licenses.
• Detail-oriented, organized, and dependable.

Responsibilities

• Serve as the primary in-office point of contact for existing clients.
• Assist with policy changes, renewals, billing inquiries, and endorsements.
• Conduct policy reviews and identify in-book sales opportunities.

Skills

Strong customer service skills

Relationship-building skills

Verbal communication

Written communication

Detail-oriented

Organizational skills

Job description

A local insurance agency is seeking a Customer Service Representative in Denver, CO, to provide excellent service and support while identifying sales opportunities. This role offers a competitive base salary between $55,000 - $65,000 annually, along with comprehensive training and licensing support. The successful candidate will develop relationships with clients and assist with insurance policy management in a supportive team environment, ensuring long-term career growth and meaningful contributions to the community.