Customer Service Specialist

The Juris Agency; Boulder (CO); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Retirement Plan

Evenings Off

Job summary

The Harrington Agency - Allstate in Boulder, CO is seeking a Customer Service Specialist to serve policyholders with warmth and professionalism. You will answer questions, resolve issues, maintain records, and proactively reach out to clients to ensure their needs are met in a friendly in-office setting.

This role emphasizes teamwork, strong communication, attention to detail, and a commitment to delivering outstanding service.

Qualifications

• Experience delivering customer service in insurance
• Ability to handle inquiries and resolve issues promptly
• Accurate documentation of client interactions
• In-person and phone communications
• Willingness to complete CO license if not held

Responsibilities

• Client Engagement: Provide friendly and efficient service to clients, answering questions and resolving issues promptly.
• Policy Support: Guide clients regarding their insurance policies, helping them understand their coverage options and benefits.
• Problem Resolution: Effectively address customer concerns and complaints, ensuring customer satisfaction.
• Documentation: Maintain accurate records of customer interactions and transactions for clarity and follow-up.
• Team Collaboration: Work closely with team members to optimize service delivery and enhance customer experiences.
• Feedback Collection: Gather and relay client feedback to improve service offerings and customer satisfaction.

Skills

Customer service

Communication skills

Problem solving

Documentation

Team collaboration

Attention to detail

In-office presence

Local Boulder presence

Insurance knowledge

Education

Colorado Property & Casualty license

Job description

Job Description

At The Harrington Agency - Allstate, we pride ourselves on our commitment to providing exceptional customer service in the insurance sector. Located in beautiful Boulder, Colorado, we believe in fostering a welcoming environment where our clients feel valued and supported. As a Customer Service Specialist, you will be the first point of contact for our policyholders, assisting them with their inquiries and ensuring they receive the highest level of service. Your role will encompass not only responding to questions but also proactively reaching out to clients to ensure their needs are met. We are looking for someone who embodies positivity and warmth, making clients feel at home while handling their insurance needs with professionalism. Join us in our mission to create a supportive community that values relationships and achieves customer satisfaction!

Benefits

• Paid Time Off (PTO)


• Hands on Training


• Mon-Fri Schedule


• Retirement Plan


• Evenings Off

Responsibilities

• Client Engagement: Provide friendly and efficient service to clients, answering questions and resolving issues promptly.


• Policy Support: Assist clients with their insurance inquiries, guiding them through the details of their policies.


• Problem Resolution: Actively address customer concerns and complaints, ensuring effective solutions are provided.


• Documentation: Maintain accurate records of customer interactions and transactions for clarity and follow-up.


• Team Collaboration: Work closely with team members to optimize service delivery and enhance customer experiences.


• Feedback Collection: Gather and relay client feedback to improve service offerings and customer satisfaction.

Requirements

• Responsibilities:


• Client Assistance: Provide exceptional customer service to clients by addressing inquiries and resolving issues promptly.


• Policy Support: Guide clients regarding their insurance policies, helping them understand their coverage options and benefits.


• Problem Resolution: Effectively handle and resolve client complaints and concerns, ensuring customer satisfaction.


• Communication: Maintain open and friendly communication with clients both in-person and over the phone.


• Documentation: Accurately document client interactions and maintain records in accordance with agency policies.


• Continuous Improvement: Participate in training sessions and team meetings to enhance service delivery and operational efficiency.


• Requirements


• Experience: Previous experience in customer service or insurance industry is preferred.


• Communication Skills: Excellent verbal and written communication skills.


• Detail-Oriented: Strong attention to detail and organizational skills.


• Problem-Solving: Ability to remain calm and effective under pressure, troubleshooting issues as they arise.


• Team Collaboration: Willingness to work collaboratively with colleagues and contribute positively to a team environment.


• Local Presence: Must reside in or around Boulder, Colorado, as this position is in-office.


• Currently licensed for Property and Casualty insurance in Colorado is preferred. If there is not a current license then licensing will need to be completed upon hiring and work cannot begin until it is done.