18 client support representative jobs at 6 companies in Castle Rock, CO
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Client Support & Benefits Representative
Colorado Springs, Colorado, United States
RemoteFull Time, Part Time
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Requires an insurance license (or willingness to obtain), strong communication and interpersonal skills, self-motivation, basic computer skills for CRM, and ability to work independently in a remote environment.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Licensed (or willing to obtain) life and health insurance agent; strong communication and interpersonal skills; self-motivated; basic CRM/computer skills; able to work independently in a remote environment.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Requires (or willingness to obtain) insurance license, strong communication and interpersonal skills, self-motivated sales mindset, basic computer/CRM skills, and ability to work independently in a remote environment.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Insurance license (or willingness to obtain), strong communication, self-motivated, basic computer/CRM skills, ability to work independently and manage time effectively.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Requires (or willingness to obtain) an insurance license, strong communication and interpersonal skills, self-motivation, basic CRM/computer skills, and the ability to work independently in a remote, results-driven environment.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Licensed (or willing to obtain) life and health insurance agent; strong communication, interpersonal and time-management skills; self-motivated and results-driven; basic CRM/computer skills.
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
Registered representative with Series 7 and either Series 66 or Series 65/63; provides operational and administrative support to Financial Advisors and services clients.
BrassRing, HackerRank, Beamery, Modern Hire, Textkernel
2+ YOEHigh school diploma/GED, 2+ years call center experience, proficiency with Microsoft Word/Excel/Outlook, strong listening/comprehension, ability to document support and meet contact center metrics; bilingual Spanish preferred/required.
Microsoft Word, Microsoft Excel, Microsoft Outlook
Canyon Creek Financial: Provides supplemental health and life insurance for businesses and families.
B2B face-to-face sales to local business owners, consult and enroll clients in supplemental insurance, build client relationships, local travel, CRM use; state insurance licensing supported.
Canyon Creek Financial: Provides supplemental health and life insurance for businesses and families.
1+ YOEMinimum 1 year B2B or client-facing sales experience, strong communication and organization, willingness to travel locally, state health license or willingness to obtain (support provided), mentorship experience preferred.
Canyon Creek Financial: Provides supplemental health and life insurance for businesses and families.
Face-to-face B2B sales to small businesses, conducting consultations, building client relationships; state insurance licensing (support provided); strong communication and self-led work ethic.
Canyon Creek Financial: Provides supplemental health and life insurance for businesses and families.
Relationship-driven sales role selling supplemental insurance to businesses; face-to-face B2B sales, client consults, prospecting, and local travel. Licensing supported; training and CRM provided.
Canyon Creek Financial: Provides supplemental health and life insurance for businesses and families.
Entry-level B2B sales role with training, base draw, licensing support; must engage local business owners, perform consultative sales, and maintain long-term client relationships.
Customer Service Representative- Greenwood Village, CO
Greenwood Village, Colorado, United States
$48k-$50k/yrOnsiteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Prepare for FINRA SIE/Series 7/63 licensing, provide inbound phone support, resolve client requests, learn proprietary platforms, and demonstrate strong communication and problem-solving skills.
Sales Representative — Helping Educators Make An Impact Beyond the Classroom
Fort Lupton, Colorado, United States
$75k-$95k/yrHybridFull Time, Contract
Impact Insurance Agency: Provides supplemental insurance solutions for businesses and their employees.
Relationship-focused B2B sales and consultative client guidance; territory management; strong communication and coaching skills; willing to obtain health & life insurance license (support provided).
Canyon Creek Financial: Provides supplemental health and life insurance for businesses and families.
1+ YOEMinimum 1 year B2B or client-facing sales experience, willingness to obtain state health license (support provided), local travel for in-person sales, strong communication and mentoring skills, dependable and organized.