Personal Lines Service Consultant
$40,000–$60,000 year
On-siteCastle Rock, Colorado, United States
Job Summary
Service and retain an assigned book of business by managing all house accounts, processing renewals, and handling policy issuance. Conduct coverage reviews and consultative conversations to ensure adequate protection while identifying opportunities for cross-sell, up-sell, and client referrals. Resolve client inquiries related to billing, endorsements, documentation, and general policy service, and support the overflow of new business through quoting and onboarding. Complete all required applications and carrier documentation accurately and in a timely manner to meet assigned service and sales performance targets. This role emphasizes both service and sales, requiring you to deliver a tailored, white-glove experience to all clients within a collaborative team environment.
Required Qualifications
- Resides in Douglas County or the surrounding areas
- High school or equivalent
- Effective and precise telephone etiquette
- 1+ years of customer service experience
- Excellent attention to detail and organizational skills
- Ability to work well independently and on a team
- Precise verbal and written communication skills
- Ability to work in a fast-paced environment
- Ability to deliver a tailored, white-glove experience to all clients
- Active Property & Casualty license in Colorado
- Bachelor's Degree or 1+ year(s) of relevant sales experience
Desired Qualifications
- Prior experience in the insurance industry or agency setting
- Fluency in Spanish
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