Customer Service Representative – Insurance
Location: BOULDER, CO
Job Type: fulltime
Company: Robert Erben - State Farm Agency
Salary: $45000.0 - $80000.0 per year
Category: Customer Service
Job Description Apply Now
Customer Service Representative – Insurance
As a Customer Service Representative – Insurance, you will play a vital role in supporting agency operations and delivering an exceptional customer experience. In this full-time position, you will be the primary point of contact for clients, assisting them with insurance products, policy changes, claims, and other service needs. This opportunity is ideal for motivated, energetic individuals who are eager to learn, grow professionally, and contribute to a thriving insurance agency environment. Prior insurance experience is not required, as training will be provided for candidates who demonstrate a strong aptitude for customer service and a willingness to obtain necessary licenses.
This position offers a rewarding career path with potential for advancement within the agency. You will engage in value-based conversations with customers, helping to educate them about their insurance options and guiding them through the process of selecting coverage that meets their needs. A successful Customer Service Representative – Insurance thrives in a fast-paced environment, maintains a positive attitude, and consistently demonstrates a commitment to excellence and accuracy in all tasks.
In this role, you will use your interpersonal and organizational skills to build and maintain strong relationships with clients. You will be responsible for promptly and accurately responding to inquiries, processing policy changes, clarifying billing matters, and assisting with claims. You will also have the opportunity to contribute to the agency’s growth by identifying customer needs and recommending appropriate insurance solutions.
If you are a proactive problem solver with a dedication to providing exceptional service, this role offers a supportive work environment, valuable experience in the insurance industry, and the chance to advance your career. Join a team that values your contribution and supports your professional development, all while helping individuals and families protect what matters most.
Customer Service Representative – Insurance Summary- Key support position within an insurance agency, responsible for client service and administrative assistance
- Full-time employment with comprehensive training provided
- Opportunities for advancement and professional growth
- Engage clients in value-based conversations to deliver exceptional service
- Assist with insurance policies, claims, and billing inquiries
- Establish and maintain positive relationships with clients through regular follow-up and proactive communication
- Deliver prompt, accurate, and friendly customer service regarding insurance coverage, eligibility, policy changes, claims, and billing
- Educate clients about insurance options using a needs-based approach
- Process policy changes, transfers, and claim submissions efficiently
- Provide timely and thorough activity and status reports to the agency
- Demonstrate a strong work ethic with a daily commitment to success
- Collaborate with team members to achieve agency goals
- Stay current on product changes, licensing, and technical developments
- Base salary plus commissions
- Bimonthly bonuses
- PTO for personal days and holidays
- Employer-provided discounts on insurance license courses
- Valuable industry experience and skills development
- Growth potential and opportunities for advancement within the agency
- Bilingual English/Spanish preferred
- Excellent interpersonal, verbal, and written communication skills
- Strong organizational skills and attention to detail
- Self-motivated and proactive in resolving client needs
- Ability to learn and use agency software and computer functions
- Demonstrated ability to multi-task and work as part of a team
- Dedication to providing outstanding customer service
- Must be able to obtain Property & Casualty and Life & Health insurance licenses
- Commitment to ongoing professional development and continuing education
- Thrives in a fast-paced customer service environment
- People-oriented with a desire to help others
- Pride in accuracy and timely completion of work
- Willingness to learn and grow within the insurance industry
- This position is with an independent insurance agency contracted with a major insurance provider
- Selected candidates must successfully complete all required training and state licensing
- Employees of the agency are not employees of the insurance carrier
- The agency is an Equal Opportunity Employer and encourages applications from individuals of all backgrounds and experience levels
If you are motivated to succeed and see yourself thriving as a Customer Service Representative – Insurance, we encourage you to apply by clicking the job application button. Take the next step toward a rewarding career in the insurance industry.