Agency Services Representative – Customer Service

Location: Kalispell, MT or Broomfield, CO
Employment Type: 6–12-month contract with strong potential for permanent hire
Work Arrangement: Hybrid

• Kalispell: Mondays in office required

• Broomfield: Three days in office required

Start Date: ASAP
Schedule: Training is Monday–Friday, 8:00 AM–5:00 PM Mountain Time. Following training, the regular schedule is 9:00 AM–6:00 PM Mountain Time. A four-day, 10-hour schedule with a 7:30 AM start may also be available. Overtime may be needed to meet deadlines.

About the Role

Bring your customer service experience to a growing insurance operations team. We’re seeking a friendly, detail-oriented Agency Services Representative to help insurance agents get their agencies set up, answer questions, and keep account information accurate.

Insurance experience is not required—retail and other customer service backgrounds are welcome. You’ll receive training on agency processes and systems. The ideal candidate enjoys talking with customers, works comfortably across spreadsheets and multiple systems, and takes ownership of getting the details right.

Key Responsibilities

• Provide customer service to insurance agents by phone and email while managing multiple requests.
• Set up agency accounts, user access, and enrollments so agents can begin selling flood insurance.
• Maintain accurate agency and producer records, including licensing information and National Producer Numbers (NPNs).
• Review and update commission payment information.
• Process policy transfers between agencies and Agent of Record (AOR) requests.
• Set up agency downloads and review documentation for accuracy and completeness.
• Use Excel to sort, locate, review, and update information.
• Research questions, coordinate with internal teams and insurance partners, and follow requests through to resolution.
• Protect confidential information and follow established procedures.

Required Qualifications

• High school diploma or GED.
• At least two years of customer service experience; retail experience qualifies.
• Basic computer proficiency, including Microsoft Outlook, Word, and Excel.
• Ability to sort and find information in spreadsheets and learn new systems.
• Strong attention to detail, accurate data entry, and good spelling and grammar.
• Clear, friendly communication and comfort speaking with customers throughout the day.
• Ability to multitask between phone calls, emails, and administrative work.
• Accountability, dependable follow-through, and the ability to work closely with a small team.