Customer Service Specialist

SoTalent; Colorado Springs (CO); Remote; USD 54,000 - 98,000; Full time

Job summary

SoTalent recherche un Customer Service Specialist motivé pour rejoindre leur équipe croissante. Ce rôle permet d'aider les petites et moyennes entreprises à travers un service d'assurance personnalisé. Avec une expérience en ventes d'assurance et une forte attention aux détails, vous serez en charge de guider les clients dans leurs besoins d'assurance.

Qualifications

• 2+ ans d'expérience en ventes ou service d'assurance.
• Expérience en lignes commerciales ou en agence à haute valeur.
• Fortes compétences en communication et souci du détail.

Responsibilities

• Guidage des propriétaires d'entreprise à travers le processus d'assurance.
• Personnalisation des packages d'assurance selon les besoins.
• Documentation des activités dans des plateformes CRM avancées.

Skills

Communication

Client-first mindset

Attention to detail

Education

Active Property & Casualty license (or ability to obtain within 90 days)

Tools

CRM/agency platforms

Job description

1 week ago Be among the first 25 applicants

This range is provided by SoTalent. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$54,000.00/yr - $98,000.00/yr

Direct message the job poster from SoTalent

Executive Healthcare Recruiter at Wellstar Health System with HR expertise. Retired Professional Athlete.

Customer Service Specialist (Remote – Full Time)

Empower business owners with personalized coverage that protects what matters most.

We’re looking for a motivated Customer Service Specialist to join our growing team. If you’re passionate about helping small and mid-sized businesses thrive through tailored risk solutions, this remote opportunity may be a perfect fit.

What You'll Do

Guide business owners through the commercial insurance process using a consultative, relationship-first approach

Handle inbound inquiries (approx. 7–10/day) and follow-ups to quote, bind, and advise on coverage

Customize policy packages across multiple lines using your knowledge of carrier platforms and underwriting standards

Document all activities in advanced CRM/AMS platforms while ensuring compliance

Deliver white-glove service to business clients with complex or high-value needs

Stay informed on industry trends, risk classification, and regulatory requirements

What You’ll Bring

2+ years of insurance sales or service experience (1+ year in commercial lines or high-value agency setting)

Active Property & Casualty license (or ability to obtain within 90 days)

Strong communication skills and a client-first mindset

Experience working with CRM/agency platforms and multiple carriers

High attention to detail and comfort with risk evaluation

Preferred

• 4+ years writing and quoting new commercial business
• Multi-state experience and multi-carrier quoting background
• Salesforce or similar AMS experience
• Call center or high-volume environment exposure
• 100% Remote (occasional travel may be required)
• Salary: $54,000 – $98,000 (DOE) + performance-based incentives

We support fair chance hiring practices. All qualified applicants—including those with prior convictions—are encouraged to apply. Background checks occur post-offer with opportunities to provide context.

Ready to make an impact? Apply now and help protect businesses with smart, strategic insurance

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service

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