Licensed Insurance Customer Service Representative

gobravvo; Colorado Springs (CO); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Paid time off

Federal holidays

Probationary period allowance

Career growth opportunities

Work-life balance

Job summary

gobravvo is seeking a Licensed Insurance Customer Service Representative in Colorado Springs, CO. You will guide clients through insurance options, answer inquiries, and maintain records with accuracy, leveraging your Property & Casualty license and potentially Life & Health credentials.

You will work in a collaborative office environment, handling policy details, billing, and claims inquiries while staying current on industry changes and licensing requirements.

Qualifications

• Active Property & Casualty license (or ability to obtain prior to start date).
• Life and Health license (or willingness to obtain prior to start date).
• Exceptional interpersonal and communication skills (written, verbal).
• Strong organizational abilities and attention to detail.
• Capacity to multi-task and work effectively in a team.

Responsibilities

• Establish and nurture customer relationships through proactive communication and follow-up activities.
• Deliver prompt, accurate, and friendly customer service by addressing inquiries related to insurance availability, eligibility, coverage details, policy updates, claims, and billing.
• Educate customers about insurance options using a needs-based review process, ensuring each client is informed about products that best suit their circumstances.
• Maintain thorough and organized records, providing timely activity reports to agency leadership.
• Uphold a strong work ethic and commit to achieving success each day while working as part of a motivated team.
• Stay current with industry changes, licensing requirements, and participate in ongoing education.

Skills

Customer service

Communication

Organizational skills

Teamwork

Problem-solving

Learning agility

Job description

Licensed Insurance Customer Service Representative

Are you a service-oriented professional with a passion for helping others and a commitment to excellence? We invite you to consider the role of Licensed Insurance Customer Service Representative, a vital position focused on delivering outstanding support and expertise to clients within a leading insurance agency. As a Licensed Insurance Customer Service Representative, you will play a key role in fostering customer relationships, guiding individuals through insurance options, and ensuring their needs are met with accuracy and care.

Working as a Licensed Insurance Customer Service Representative in Colorado Springs, CO, you will be part of a dynamic office environment where collaboration, professionalism, and growth are valued. This full-time opportunity is ideal for individuals who are proactive, detail-oriented, and dedicated to delivering high-quality customer experiences. Your active Property and Casualty insurance license will be essential in performing the core responsibilities of this position, as you will serve as a knowledgeable resource for clients navigating a variety of insurance products and services.

In this customer-facing role, you will have the chance to build meaningful relationships with policyholders, respond to their inquiries regarding insurance coverage, policy changes, claims, and billing, and utilize your expertise to provide clear, needs-based guidance. A successful Licensed Insurance Customer Service Representative demonstrates exceptional communication skills, both written and verbal, and thrives in a fast-paced, team-oriented setting. Your commitment to continuous learning and professional development will further enhance your effectiveness and open doors for career advancement within the organization.

Licensed Insurance Customer Service Representative - Summary

• Serve as the primary point of contact for clients seeking assistance with insurance policies and related inquiries.
• Utilize your Property and Casualty license to provide informed, compliant guidance to customers.
• Contribute to a collaborative office culture, focused on superior service and continuous improvement.
• Maintain up-to-date knowledge of insurance product offerings, policy changes, and regulatory requirements.

Duties & Responsibilities

• Establish and nurture customer relationships through proactive communication and follow-up activities.
• Deliver prompt, accurate, and friendly customer service by addressing inquiries related to insurance availability, eligibility, coverage details, policy updates, claims, and billing.
• Educate customers about insurance options using a needs-based review process, ensuring each client is informed about products that best suit their circumstances.
• Maintain thorough and organized records, providing timely activity reports to agency leadership.
• Uphold a strong work ethic and commit to achieving success each day while working as part of a motivated team.
• Stay current with industry changes, licensing requirements, and participate in ongoing education.

Salary & Benefits

• Competitive base salary structure, commensurate with licensing and experience.
• Performance-based commission and bonus opportunities.
• Paid time off, including federal holidays and an initial probationary period allowance.
• Opportunities for professional growth and advancement within the office.
• Supportive environment that values work-life balance and professional development.

Qualifications & Requirements

• Active Property & Casualty insurance license (or ability to obtain prior to start date).
• Life and Health license (or willingness to obtain prior to start date).
• Exceptional interpersonal and communication skills (written, verbal, and listening).
• Strong organizational abilities and attention to detail.
• Capacity to multi-task, prioritize, and work effectively in a team setting.
• Demonstrated self-motivation and proactive problem-solving skills.
• Commitment to delivering an outstanding customer service experience.
• Ability to quickly learn and utilize computer systems and agency software.
• Willingness to stay informed of industry changes, licensing requirements, and technical advancements.

Ideal Candidate Snapshot

• Licensed professional with a passion for customer service and relationship building.
• Adaptable, detail-oriented, and able to thrive in a dynamic office environment.
• Motivated to grow professionally and contribute to the team’s overall success.
• Values learning, continuous improvement, and providing solutions to clients.

Other Relevant Information

• This position is with an independent contractor agent for a major insurance brand. Employees must meet all applicable licensing and training requirements.
• Team members are employees of the independent contractor agent, not the larger insurance company itself.
• The hiring agency is an Equal Opportunity Employer, welcoming applicants from all backgrounds and experience levels.
• Working in Colorado Springs, CO offers access to a thriving professional community and a supportive work environment.