Company Roper Insurance and Financial Services Location

							Company: Roper Insurance and Financial Services
Location: Englewood, CO
Position: Customer Service Representative
Full-time: 40 hours/week on location

ABOUT US
Roper Insurance and Financial Services is an independently owned and operated insurance brokerage firm that
over the past 25 years built a reputation of market leader and quality customer service. Our mission is to help
people and businesses gain more value and understanding from their benefits. We strive to serve our clients
with respect, dignity, and confidentiality. We will help businesses add value for their employees with a
personalized benefits program.

To learn more about us, please visit our website at: www.roperinsurance.com

SUMMARY
The Customer Service Representative will manage the accounts assigned to him/her, maintain day to day
contact, assist with claims issues, and coordinate renewals.

DUTIES & RESPONSIBILITIES
Essential duties and responsibilities include, but are not limited to:

    •   Answer incoming calls and assist clients with policy questions, billing and claims issues
    •   Employ sound judgment and customer service knowledge to resolve difficult claims issues in a timely
        manner
    •   Generate quotes for prospective clients using the carrier’s or the company’s internal quoting system
    •   Ensure customer retention by providing excellent client service experience through always being
        knowledgeable and having a professional attitude
    •   Diversify the accounts of current clients by identifying their need for other insurance products, by assisting
        to find the right solution and closing the sale
    •   Obtain in‐depth knowledge of each carrier and their products, and have a thorough understanding of their
        underwriting process
    •   Obtain in‐depth understanding of Roper Insurance and Financial Services’ customer service methodology
    •   Develop a good working relationships with each carrier’s representative and broker assistance program
    •   Develop a “referral” process for your customers and manage on a regular basis
    •   Occasionally meet with clients to present and explain proposed or new benefits package
    •   Perform clerical duties to assist the sales process and incoming service requests
    •   Perform follow up activities as required by the company’s CSR Methodology to manage existing customer
        base

EXPERIENCE & QUALIFICATIONS

    •   Experience in customer service environment (2-5 years)
    •   Knowledge of the health and life insurance industry is preferred
    •   Ability to multi‐task and prioritize effectively
    •   Ability to manage large quantity of incoming calls
    •   Ability to read and interpret documents such as health plan descriptions
    •   Ability to communicate clearly and effectively
    •   Ability to analyze data, provide explanations and make recommendations
    •   Ability to conduct presentations in front of small groups is considered a plus
    •   Efficiency and detail orientation with data entry
    •   Friendly, empathetic, positive attitude, responsibility and team player attitude
    •   High level computer literacy (Microsoft programs, especially Excel)
    •   Knowledge of Spanish is considered an asset
    •   Availability to work on location during regular office hours:
        8:30am‐5pm Monday – Thursday, and 8:30am‐4pm on Friday
EDUCATION REQUIREMENTS
• Bachelor's degree or equivalent experience
• Must have Colorado Insurance Producer License or be willing to obtain it within 30 days

SALARY
Salary commensurate with experience

To apply, please send your Resume and Cover Letter to careers@roperinsurance.com

Please note that due to a high number of applications, only short-listed candidates will be contacted.