Service Associate - Insurance - Entry Level

Hybrid Opportunity In Our Downtown Denver Office

Work collegially as a supportive member of a team for the benefit of the clients (external and internal) and company personnel. Maintain rapport and open, effective communication. Demonstrate strong organizational and project skills. Demonstrate high levels of interest, energy, and enthusiasm to meet or exceed clients' expectations. Act with responsiveness, urgency, and professionalism in all matters. Accept accountability for the quality and accuracy of work produced.

Essential Duties And Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Set up new prospects and complete customer data entry according to procedures.
• Process audits, order loss runs, run proposal and generate loss summaries. Establish and communicate schedules.
• Open, distribute, scan and route mail.
• Order office supplies (if applicable).
• Show proficiency in utilizing resources and software to generate reports and/or other requested information.
• Invoice premiums related to clients.
• Complete routinely daily, weekly, and monthly reports, as assigned.
• Research and resolve policy discrepancies.
• Monitor real-time call arrival patterns to ensure satisfactory service levels.
• Keep manuals and carrier information up to date and retain knowledge of carrier and industry changes.
• Retrieve information from carrier web-sites, as required, and keep our Client Management system, appropriately updated.
• Maintain production goals for completing work, while maintaining high quality.
• Support service and production team in reaching overall agency revenue and retention goals.
• Maintains up to date knowledge of: departmental systems, related technology, and policies and procedures.
• Perform other duties, as assigned.

Qualifications

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. High school graduate or equivalent

2. Strong organizational skills

3. Demonstrated proficiency in basic computer applications such as Microsoft Office software products

The applicable base pay for this role is $50,000 - $55,000.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

The applicable base salary range for this role is $34,700 to $64,600.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Applications will be accepted until: October 1, 2025