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Insurance Customer Service and retention specialist

Donny Saunders
Colorado, CO Full Time
POSTED ON 1/11/2025
AVAILABLE BEFORE 2/24/2025

Job Description


Are you looking to grow? So are we!

Donny Saunders in Colorado Springs, Colorado, is looking for an enthusiastic, customer-driven, and knowledgeable person to join our team as a Full-Time Licensed Insurance Customer Service Representative. In this role you will provide exceptional customer service to our clients, addressing all of their insurance-related questions, concerns, and requests. Your positive attitude, rapport-building, and desire to help will make you the perfect fit for this role. We pride ourselves on our top-notch customer service and are looking for someone who has the skills to deliver an amazing experience while ensuring their clients have the coverage they need.

If you are ready to make a change in your life and are looking to join a company that cares about both our clients and you, apply today!


Benefits


Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Mon-Fri Schedule

Hands on Training

Career Growth Opportunities

Retirement Plan

Evenings Off


Responsibilities


Process customer policy change requests.

Secure all Trailing Documents from customers.

Handle all incoming claim calls from customers and follow-up.

Complete Evidence of Insurance requests.

Develop new Financial Services opportunities.

Document each customer contact in eAgent.

Immediately greet all customers, entering the office, in a friendly and helpful manner.

Take premium payments from customers.

Ask each customer for referrals and explain our referral program.

Treat each customer contact as a cross and up-sell opportunity including financial products.

Thoroughly understand and follow all underwriting, rating and compliance requirements.

Provide exceptional customer service and support.

Be outstanding at relationship building.

Develop and maintain client relationships.

Stay up-to-date on industry market trends and best practices.

Handle customer renewals.


Requirements


Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.

Possess an upbeat, positive and enthusiastic attitude.

Proficiency to multi-task, follow-thru and follow-up.

Must have ability to multi-task.

Professional phone etiquette.

Career minded vision.

Excellent Spelling and Grammar skills.

Great Customer Service Skills.

Problem-Solving Capabilities.

Works well with other employees and is a team player with a positive attitude.

Strong communication skills, both oral and written.

Driven and goal-oriented individual.

Be capable of handling customer rejection.

Strong communication and negotiation skills.

Ability to identify and solve problems, think critically, and make decisions quickly.

A Property & Casualty insurance license is required.

Salary : $50,000 - $65,000

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