Customer Service Specialist

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

Job summary

SoTalent is seeking a dedicated Customer Service Specialist for a remote position aimed at empowering business owners with tailored insurance coverage. The ideal candidate will possess experience in insurance sales, a strong client-first mindset, and the ability to handle complex inquiries. This role offers a competitive salary range complemented by performance-based incentives.

Qualifications

• 2+ years of insurance sales/service experience required.
• Experience in high-value agency setting and client service context.
• Ability to obtain Property & Casualty license within 90 days.

Responsibilities

• Guide business owners through the commercial insurance process.
• Handle inbound inquiries and advise on coverage.
• Document activities in advanced CRM platforms while ensuring compliance.

Skills

Communication

Client-first mindset

Attention to detail

Education

Active Property & Casualty license

Tools

CRM platforms

AMS

Job description

2 days ago Be among the first 25 applicants

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

• Associate

Employment type

• Full-time

Job function

• Customer Service

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