19 Insurance Customer Service Representative Jobs in Fort Collins, CO
Peter Vlcek-Farmers Insurance Agency is Hiring an Insurance Customer Service Representative Near Fort Collins, CO
Job Description
Our office is expanding and we are looking to hire the right individual to join our outstanding customer service and sales team. We are currently seeking to fulfill a full-time position. Our Customer Service Representative works to maximize positive customer experiences by quickly responding to and resolving customer policy and account related inquiries. The CSSR also directly contributes to and supports sales goals of the agency through new business and cross-sell opportunities.
Colorado insurance license and industry experience is not required, but would be a great benefit for this position.
BenefitsAnnual Base Salary Commission
Paid Time Off (PTO)
Mon-Fri Schedule
Parental Leave
Hands on Training
Evenings Off
Responsibilities- Establish customer requirements and expectations in order to help the customer identify their specific product needs.
- Cross-sell/up-sell appropriate products to existing customers.
- Quote, solicit, sell, and negotiate new business policies.
- Record client interactions and transactions, detailing client inquiries, requests, concerns, comments, and any actions taken.
- Conduct annual reviews by contacting customers and preparing personalized customer coverage recommendations based on identified needs.
- Ensure policies sold and managed in the agency meet the underwriting principals and guidelines.
- Understand the claims process and act as a liaison between the claims adjuster, client and claimant.
- Refer unresolved customer grievances or complex customer interactions to senior team member(s) or agent.
A CO Property & Casualty License and Life & Health License Is Required within 90 days of hire.
Ethical, honest and enthusiastic.
Drive and Productivity - Able to bring about great results and exceed performance goals. Prepare for problems or opportunities in advance. Undertakes additional responsibilities. Responds to situations as they arise without supervision.
Communication - Exceptional verbal and written communication, detail oriented and outstanding follow-up skills.
Innovation - Welcomes innovation and improvement recommendations.
Team Work - Welcomes feedback when offered and works well with others.
Job Summary
Full Time
$38k-48k (estimate)
06/16/2024
07/03/2024
The following is the career advancement route for Insurance Customer Service Representative positions, which can be used as a reference in future career path planning. As an Insurance Customer Service Representative, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Insurance Customer Service Representative. You can explore the career advancement for an Insurance Customer Service Representative below and select your interested title to get hiring information.
If you are interested in becoming an Insurance Customer Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Insurance Customer Service Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Insurance Customer Service Representative job description and responsibilities
An Insurance Customer Service Representative acnowledges and direct customer’s requests for additional products or services to appropriate licensed representatives.
01/17/2022: Norwich, CT
Assist customers with managing insurance inquiries, resolve insurance problems and finalizes policy adjustments.
12/28/2021: Vineland, NJ
Completes customer’s transactional requests as provided by caller.
12/20/2021: Middlesex, NJ
Insurance Customer Service Representative consistently meets or exceeds expectations for departmental standards related to Quality, Service Level, Call Goal, and other KPI's.
02/11/2022: Portland, OR
Document their exchanges with clients, often using customer relationship management software.
12/22/2021: Helena, MT
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Insurance Customer Service Representative jobs
Insurance Customer Service Representative needs a high school education, on-the-job training and several soft skills.
03/08/2022: Portland, OR
An Insurance Customer Service Representative should have a good memory to remember details and data.
03/17/2022: Port Arthur, TX
They must be able to cope with a fast-paced work environment.
02/27/2022: Pierre, SD
Insurance Customer Service Representative should be consistenet in sending mails, newsletters, and other correspondence forms to customers.
02/16/2022: New London, CT
Should have the willingness to provide assistance.
01/09/2022: Rockford, IL
Step 3: View the best colleges and universities for Insurance Customer Service Representative.
