Insurance Account & Service Specialist - In-Office CO

StaffMyAgency; Longmont (CO); On-site; USD 40,000 - 80,000; Full time

Benefits offered by this job

Competitive Wage

Bonus Program

Medical, Dental, and Vision

Paid Time Off

Retirement Plan

9-5 M-F

Job summary

State Farm Agency Longmont in Longmont, CO is seeking a customer-focused Customer Service Representative to join our in-office team. The role emphasizes service and sales, assisting clients with insurance options and billing questions while building lasting relationships.

Applicants must hold Colorado Life, Health, Property and Casualty licenses (or be able to obtain) and be prepared to commute to the Longmont location. Competitive pay, bonus opportunities, and benefits are included.

Qualifications

• Sales experience preferred
• Excellent communication skills - written, verbal and listening
• Self-motivated
• Detail oriented
• Proactive in problem solving
• Ability to work in a team environment
• Ability to assess customer needs and conduct effective interviews
• Ability to effectively relate to a customer

Responsibilities

• Answer phones and greet clients.
• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Use a customer-focused, needs-based review process to educate customers about insurance options.

Skills

Sales experience

Communication skills

Self-motivated

Detail oriented

Teamwork

Needs-based interviewing

Education

Property Casualty license

Life and Health license (must be able to obtain)

Job description

State Farm Agency Longmont in Longmont, CO is seeking a customer-focused Customer Service Representative to join our in-office team. The role emphasizes service and sales, assisting clients with insurance options and billing questions while building lasting relationships.

Applicants must hold Colorado Life, Health, Property and Casualty licenses (or be able to obtain) and be prepared to commute to the Longmont location. Competitive pay, bonus opportunities, and benefits are included.