Insurance Client Services & Sales Specialist

Bank of Colorado; Scottsdale (AZ); Hybrid; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health insurance

401K plan

Paid holidays

Job summary

Bank of Colorado in Scottsdale, AZ seeks an Insurance Sales and Service representative to assist with servicing customer accounts and preparing proposals and certificates of insurance.

The role supports senior staff, processes claims, and maintains agency records while delivering courteous, detail-oriented service. Insurance licenses are required, and a strong team player mindset is essential.

Qualifications

• Knowledge of insurance products and services.
• Ability to communicate with customers and co-workers in a courteous and professional manner.
• Ability to multi-task, and function as a team player.
• Ability to work with accuracy, organization, and attention to detail.

Responsibilities

• Assist Senior Customer Service Representative with servicing customer accounts, including phone calls and walk-ins.
• Prepare insurance proposals and quotes for agents and producers.
• Prepare and distribute certificates of insurance.
• Maintain accounts on agency management system.
• Process insurance claims and loss notices.
• Assist with renewals for the Senior Customer Service Representative.

Skills

Insurance products knowledge

Customer service

Communication skills

Multi-tasking

Attention to detail

Office equipment operation

Cross-selling

Education

High School diploma or equivalent

Insurance licenses

Tools

Agency Software

Microsoft Office

Job description

Bank of Colorado in Scottsdale, AZ seeks an Insurance Sales and Service representative to assist with servicing customer accounts and preparing proposals and certificates of insurance.

The role supports senior staff, processes claims, and maintains agency records while delivering courteous, detail-oriented service. Insurance licenses are required, and a strong team player mindset is essential.