Customer Service Specialist

Guild Insurance Services, LLC; Greenwood Village (CO); On-site; USD 40,000 - 55,000; Full time

Job summary

Valid8 Financial, Inc. is seeking a Customer Service Specialist in Greenwood Village, Colorado. This role supports the National Customer Service Manager and focuses on a variety of tasks related to customer service and retention. Key responsibilities include processing policy changes, managing billing details, and communicating with insurance partners. Ideal candidates will have strong verbal and written communication skills, attention to detail, and a College Degree is preferred. An active Property & Casualty Insurance License is a plus.

Qualifications

• Active Property & Casualty Insurance License a plus.
• Ability to quote, educate, and bind insurance policies.
• Strong attention to detail and accuracy.

Responsibilities

• Process mortgagee clause updates.
• Manage policy changes including adding, adjusting, or removing coverages.
• Communicate regularly with partner insurance carriers.

Skills

Verbal communication

Written communication

Attention to detail

Team-oriented

Education

College Degree

Job description

Customer Service Specialist plays a key role in supporting both the National Customer Service Manager and the National Customer Loyalty Manager. This position is responsible for a variety of customer service and retention tasks and may also assist the sales team with documentation and quoting support.

Key Responsibilities

Customer Service

• Process mortgagee clause updates.
• Manage policy changes, including:
• Adding, adjusting, or removing coverages.
• Applying discounts and making policy corrections.
• Updating billing details and payment plans.
• Managing policy tasks and change requests.
• Adding/removing drivers and vehicles.
• Updating addresses and VINs.
• Modifying loss payee information.
• Communicate regularly with partner insurance carriers.
• Follow up on claims and ensure timely resolution.
• Audit accounts for required signatures and documentation.
• Handle inbound and outbound customer calls.

Customer Retention

• Contact customers regarding late payments and potential cancellations.
• Collaborate with carrier underwriters to ensure a seamless customer experience.
• Conduct renewal outreach and follow-up.
• Assist in developing processes that enhance the customer experience.
• Review expiration and renewal reports with management.
• Manage activities within the Agency Management System (AMS).
• Conduct insurance review calls, re-quote existing customers, and identify cross-sell opportunities.

Qualifications

• Active Property & Casualty Insurance License a plus
• Ability to quote, educate, and bind insurance policies.
• Excellent verbal and written communication skills.
• Strong attention to detail and accuracy.
• Team-oriented with the ability to thrive in a fast-paced, high-performance environment.
• College Degree preferred but not required