Customer Service Represenative

The Juris Agency; Greeley (CO); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

PTO

Flexible schedule

Life Insurance

Hands-on Training

Mon-Fri Schedule

Job summary

Joseph Unruh American Family Insurance in Greeley, CO is seeking a friendly Customer Service Representative to greet clients, answer inquiries, process policy changes, and ensure customers have the coverage they need.

You will handle billing questions, document interactions clearly, review current programs, collaborate with agents to resolve issues, and help maintain organized records in a welcoming, team‑oriented office.

Qualifications

• Experience in customer service or professional office environment.
• Strong communication skills, both written and verbal.
• Proficient with computers and multiple software systems.
• Attention to detail when documenting client interactions and changes.
• Familiar with insurance concepts and policy terminology.
• State of Colorado Property and Casualty License and Life/Health License required.

Responsibilities

• Welcome clients into our Greeley office and provide supportive, friendly service.
• Handle daily policy inquiries, billing questions, and coverage adjustments with accuracy.
• Document all client interactions clearly to ensure consistent support.
• Review existing insurance programs to ensure clients are protected.
• Collaborate with agents to resolve complex issues while maintaining a positive atmosphere.
• Maintain organized records and handle routine administrative tasks.

Skills

Customer service

Communication

Office software

Attention to detail

Insurance knowledge

Education

Colorado Property & Casualty Insurance License

Colorado Life and Health Insurance License

Tools

Policy management systems

CRM software

Job description

Job Description

At Joseph Unruh American Family Insurance, we believe that insurance is about more than just policies—it is about protecting the dreams of our neighbors right here in Greeley, Colorado. We are looking for a friendly, organized individual to join our team as a Customer Service Representative. In this role, you will be the heartbeat of our office, serving as the first point of contact for the families and business owners who rely on us. You will spend your days listening to our clients, solving their problems, and ensuring they have the coverage they need to move forward with confidence. We take pride in our welcoming, upbeat office culture where everyone is treated like family. If you enjoy helping people, have a knack for solving puzzles, and want to play a meaningful role in your local community, we would love to get to know you. You will have the chance to grow your skills, make a genuine difference in the lives of others, and become a cornerstone of our dedicated team.

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Life Insurance
• Hands on Training
• Mon-Fri Schedule

Responsibilities

Welcome clients into our Greeley office and make them feel supported from the moment they walk through our doors.

Manage daily policy inquiries, billing questions, and coverage adjustments with accuracy and care.

Document all client interactions clearly so we can provide consistent support across our entire office.

Review existing insurance programs to ensure our families are protected against life's unexpected moments.

Collaborate with our agents to resolve complex issues while maintaining a positive and helpful atmosphere.

Maintain organized records and handle administrative tasks that keep our office running smoothly each day.

Requirements

State of Colorado Property and Casualty Insurance License.

State of Colorado Life and Health Insurance License.

Previous experience working in a professional office or customer service role.

Strong computer literacy and comfort navigating multiple software systems simultaneously.

Attention to detail when documenting client interactions and processing policy changes.

Warm and clear phone communication skills.