Insurance Customer Success Specialist

Caldwell Insurance Inc. - American Family Insurance; Grand Junction (CO); On-site; USD 22,000 - 30,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Performance bonus

Competitive salary

Advancement opportunities

Training & development

Hourly pay rate + commission

Paid training

Paid Time Off

Job summary

Caldwell Insurance Inc. - American Family Insurance in Grand Junction, CO is seeking a Customer Service Representative to deliver exceptional service to potential and existing customers.

You will identify cross-sell opportunities and coordinate with sales specialists to support agency goals. You will respond to inquiries about coverages, billing, claims, or products, follow agency processes, and help maintain customer relationships.

Qualifications

• Demonstrated customer service experience
• Effective communication skills
• Experienced with PC software applications (Microsoft Office Suites, Internet Explorer)
• Solid knowledge and understanding of basic mathematical skills

Responsibilities

• Provides personalized, professional customer service experiences by building trust and developing strong customer relationships
• Responds to customer inquiries regarding coverages, billing, claims, or products by following established agency processes and procedures
• Drives customer satisfaction by following J.D. Power’s best practices: Personal Insurance Review, rate revision notification, and claims process
• Processes change to existing accounts and policies
• Serves as a liaison on behalf of the customer between the agency and various business partners
• Assists customers with claims by directing them to the appropriate Claims Department contacts and resources. Follows up to ensure customer needs are addressed.
• Schedules appointments with existing or prospective customers for agency employees

Skills

Customer service

Communication

Mathematical skills

Tools

Microsoft Office Suites

Internet Explorer

Job description

Caldwell Insurance Inc. - American Family Insurance in Grand Junction, CO is seeking a Customer Service Representative to deliver exceptional service to potential and existing customers.

You will identify cross-sell opportunities and coordinate with sales specialists to support agency goals. You will respond to inquiries about coverages, billing, claims, or products, follow agency processes, and help maintain customer relationships.