Join Bolder Insurance, a cutting-edge insurance agency that has seamlessly integrated hybrid remote work into our daily operations.
Our hearts lie in Louisville, Colorado, where we maintain strong connections within our community while embracing the flexibility of remote work.
What makes us unique? We strike a balance between the convenience of remote work and the warmth of local camaraderie. At the forefront of our team, we are seeking a dedicated Personal Insurance Customer Service Representative / Account Manager.
In this role, you will act as a trusted advisor to our clients, providing personalized insurance solutions, and expanding our clientele.
Our commitment to tailored insurance solutions and exceptional service sets us apart.
If you are motivated by professional growth, dedicated to delivering outstanding service, and aspire to be part of a team that values community, consider Bolder Insurance your next career destination. Apply today!
Benefits
Annual Base Salary Based on Experience
Paid Time Off (PTO)
Life Insurance
Health Insurance
Mon-Fri Schedule
Dental Insurance
Vision Insurance
Retirement Plan
Hybrid Work Setting
Career Growth Opportunities
Responsibilities
Client Management : Build and maintain relationships with clients by understanding their insurance needs and providing personalized guidance.
Policy Review : Conduct thorough reviews of client policies to ensure they are up-to-date and meeting evolving needs.Insurance Solutions : Identify opportunities for additional coverage or policy adjustments that benefit clients.
Documentation : Maintain accurate and detailed client records and documentation for reference and compliance purposes.Client Communication : Communicate effectively with clients through various channels to address questions, concerns, and updates.
Team Collaboration : Work collaboratively with colleagues to deliver comprehensive insurance solutions and support overall agency goals.
Requirement
Licensing : Active Colorado Property & Casualty License required.
Experience : 2+ years in Insurance account management or sales.
Hybrid work schedule. Must live in Colorado and willing to work 3 days / week in Louisville or Boulder office.
Communication Skills : Excellent verbal and written communication abilities to interact effectively with clients and team members.
Client-Centric : Demonstrated focus on exceeding client expectations and delivering exceptional service.
Team Player : Collaborative spirit to work effectively within a team dynamic, fostering positive relationships and teamwork.
Tech Proficiency : Familiarity with CRM systems and digital communication tools to streamline client interactions and enhance productivity.
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