Customer Service Representative

About Us:

At Trailstone Insurance, we are on a worthwhile venture, creating new pathways to meaningful purpose. In this endeavor, we embrace innovation, integrity, and technology, merged together with the heart of a teacher, to guide our expedition. We believe in fostering a collaborative and inclusive environment that empowers our team to achieve excellence while making a positive impact on our clients' lives.

Overview

To serve the customer base so extraordinarily that clients tell their friends and family about the agency. By being in charge of our clients’ and prospects’ first impressions of the agency, this role helps support each and every department within the agency.

If you are passionate about making a difference in the insurance industry and working with a collaborative team, we invite you to apply for the CSR position. Join our team and take your career to new heights in a dynamic and rewarding environment.

Salary Range: $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

• 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. 

• 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.

Trailstone Insurance Group is Dave Ramsey Endorsed Provider and is one of the fastest growing independent insurance agencies in the country specializing in Home, Auto and Commercial insurance. Our sales team operates in Colorado, Arizona, Idaho, Washington and Utah. If you do not live in one of these states it is possible to work with us still, however you would not be able to write insurance in your state.  Please note, unfortunately we cannot work with anyone in California, or in the Eastern time zone.