Insurance Customer Specialist | Cross-Sell & Growth

JOSE CHAVEZ LINDLEY AGENCY INC; Denver (CO); On-site; USD 25,000 - 34,000; Full time

Benefits offered by this job

401(k) plan with employer match

Paid Time Off

Holidays & sick leave

Training & development

Commissions on cross-sales

Job summary

Jose Chavez-Lindley Agency | American Family Insurance in Denver, CO is seeking a Customer Service Representative to deliver excellent service to clients, assist with their insurance needs, and support growth through cross-sales opportunities. This role is ideal for someone who enjoys helping people and building a career in insurance.

You’ll serve as the primary contact for inquiries and policy servicing, process changes and payments, and collaborate with licensed agents to meet sales goals.

Qualifications

• Bilingual in Spanish and English preferred.
• Experience in customer service or insurance preferred.
• Strong communication skills and attention to detail.

Responsibilities

• Serve as the primary point of contact for customer inquiries and policy servicing.
• Process policy changes, payments, and documentation accurately.
• Identify opportunities to cross-sell additional insurance products.
• Collaborate with licensed agents to support sales goals.

Skills

Bilingual: Spanish/English

Customer service experience

Policy servicing knowledge

Education

Property & Casualty and/or Life license preferred

Job description

Jose Chavez-Lindley Agency | American Family Insurance in Denver, CO is seeking a Customer Service Representative to deliver excellent service to clients, assist with their insurance needs, and support growth through cross-sales opportunities. This role is ideal for someone who enjoys helping people and building a career in insurance.

You’ll serve as the primary contact for inquiries and policy servicing, process changes and payments, and collaborate with licensed agents to meet sales goals.