Job Description

Customer Services Specialist

Trailstone Insurance Group is an independent insurance agency, this means we represent multiple insurance companies. We are not locked into just one insurance company.

We believe we must love, serve and treat others the way we would want to be loved, served and treated (the Golden Rule, right?) ¦ easy to say but hard to live up to... this is our mission for our clients and our team members.

We are growing aggressively and seeking an entry level customer service representative to join the team, learn and grow with our agency.

The ideal candidate would be looking for an opportunity for career advancement, we will train and mentor the right person to increase their responsibilities and income.

If you are looking for a career in the insurance industry but don't know how to get started we can help. 

Why join the Trailstone Insurance team?

• We provide on the job training.
• We utilize the best technology to be more efficient and we are 100% paperless.
• We are a growing agency, growing by more than 40% every year for the last 10 years.  
• Great culture and work environment.
• Opportunity to grow in the company.
• Paid time off.
• Health care benefits.

What does a customer service representative do at Trailstone?

• 1st and always... we treat others the way we would want to be treated. Google us and read the reviews, our customers love working with us. We have over 1,000 reviews and still have a 5 star rating.
• Help our clients with changes to their insurance policies, such as adding a vehicle, changing home coverage, adding a driver to a policy, etc.
• Assist with answering questions about policy coverages. 
• Advising the client when their insurance renews.
• Be a friend to our clients when they need us... like when they have a claim.
• Serve our clients and enjoy helping solve their issues.

Salary: $18.00 - $22.00 per year

Benefits

Hourly Base Salary Based on Experience

Paid Time Off (PTO)

Health Insurance

Career Growth Opportunities

Mon-Fri Schedule

Responsibilities

• Advise clients through email, phone and text messaging as needed.
• Endorse policies for clients as needed.
• Provide policy documents to clients. 
• Build and maintain relationships with our existing client base.
• Document customer interactions in agency management software.

Requirements

• Colorado Property and Casualty insurance license is required. We will help you with this.
• Working knowledge of computer software: Microsoft Office products, Dropbox, Customer Management Software.
• Excellent communication skills - written, verbal and listening.
• Be self-motivated, we are looking for a self starter.
• Willingness to learn and be coached.
• This position is not remote and will require being in our Littleton office.