Insurance Support & Retention Specialist

Valid8 Financial, Inc.

Greenwood Village (CO)

On-site

USD 40,000 - 55,000

Full time

14 days+
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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

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.
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