11 client support representative jobs at 6 companies in Elizabeth, 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.
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.
Everence: Provides faith-based banking, insurance, and investment management services.
Preferred: two years of college or specialized training, two years of administrative support, and financial services or insurance experience. Requires Microsoft Office proficiency, organization, communication, judgment, and problem-solving skills.
CRM, LaserApp, DocuPace, Microsoft Office, OnBase, Financial Profiles
Pushpay: Digital giving and engagement platform for churches and nonprofits.
2+ YOERequires 2–3 years of technical support, help desk, or client-facing support experience, strong written and verbal communication, troubleshooting ability, organization, and attention to detail.
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.
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.
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.
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.