Location: Windsor, CO
Employment Type: Full-Time, On-Site
Schedule: Monday – Friday, 8:00 AM – 5:00 PM
Compensation: Base salary (depending on experience) + aggressive commission structure + residual
Benefits: Paid holidays and vacation time
About Elevate Insurance
Elevate Insurance is a locally owned independent insurance agency in Windsor, Colorado, dedicated to providing personalized coverage solutions and exceptional customer service. We help individuals, families, and businesses navigate their insurance needs with integrity, clear communication, and a focus on long-term relationships. As an independent agency, we partner with top carriers to deliver tailored options that truly protect what matters most—your family and your future. Our team thrives in a supportive, collaborative environment where ideas are valued and professional growth is encouraged. Learn more at www.myelevateins.com.
The Opportunity
We're seeking a high-energy, optimistic, and enthusiastic Licensed Insurance Customer Service Representative who is passionate about helping people. If you love building genuine connections, solving problems with a positive attitude, and delivering outstanding service, this is your chance to join a growing local agency where your contributions directly impact client success and business growth.
What You'll Do
- Handle inbound and outbound client communications via phone, email, and text with professionalism and warmth.
- Provide expert guidance on policy questions, coverage options, billing, claims, and policy changes.
- Process endorsements, renewals, and new business support while maintaining accurate client records in our agency management system.
- Collaborate closely with agents to deliver seamless service and identify opportunities to better serve clients.
- Follow up proactively to ensure timely resolutions and high client satisfaction.
- Uphold compliance standards while contributing ideas to improve processes and the overall customer experience.
What We're Looking For
- Active Property & Casualty (P&C) insurance license in Colorado (or ability to obtain quickly).
- Proven customer service experience, ideally in insurance, financial services, or a related field.
- Excellent phone etiquette, clear verbal and written communication, and strong interpersonal skills.
- Detail-oriented with the ability to manage multiple priorities effectively.
- Proficiency with agency management software (EZLynx experience a plus) and standard office tools.
- A positive, optimistic, and helpful personality—someone who brings energy and enthusiasm to the team every day.
- Reliable, on-site presence in our Windsor office with a collaborative, team-first mindset.
This role is perfect for someone who values meaningful work, enjoys helping others protect what’s important, and wants to build a rewarding career with a local agency that puts people first.
How to Apply
If this sounds like you, we'd love to hear from you! Please submit your resume and a brief note about why you're excited about this opportunity to [email protected]. We look forward to connecting with enthusiastic candidates who share our commitment to exceptional service.
- Elevate Insurance is an equal opportunity employer.
Pay: $40,000.00 - $80,000.00 per year
Benefits:
Application Question(s):
- Do you hold an active Property & Casualty (P&C) insurance license in Colorado?
- Are you available to work full-time on-site in Windsor, CO (Monday–Friday, 8 AM–5 PM)?
- How many years of customer service experience do you have? (Especially in insurance or financial services)
- Have you used an agency management system (such as EZLynx, AMS360, or similar)?
- On a scale of 1–5, how would you rate your phone communication and customer service skills?
(1 = Needs improvement … 5 = Excellent)
- How would you describe your typical energy and attitude at work? (Choose one)
High-energy and optimistic / Steady and professional / Calm and reserved / Other
- Are you legally authorized to work in the United States?
Yes / No
- What is your minimum acceptable base salary (before commission)?
- Why are you interested in a customer service role at a local independent insurance agency?
Work Location: In person
