Personal Lines Service Consultant

Job Title

Personal Lines Service Consultant

Job Description

Join the team at CoWest, proudly part of the InsureOne family of brands. Serving Douglas County for the past 93 years, CoWest remains a stable and profitable agency by meeting the needs of our employees, customers, and communities, while using the highest ethical and professional standards, partnering with the best-rated insurance companies and over 50 experienced independent insurance agents statewide. We provide excellent insurance products and services to our clients, whether they are in a metropolitan Colorado market or a rural town.

Join the winning team at InsureOne, part of Confie, which has been ranked as #1 in Insurance Journal's annual Top 50 Personal Lines Agency for the tenth consecutive year in 2025.

What We Offer

• Continuous on-going training and mentorship
• Growth-oriented culture with internal promotion opportunities
• Comprehensive Benefits package including medical, dental, vision, and life insurance
• Comprehensive 401K plan with competitive employer match
• Paid time off including holidays, vacation, and personal time
• Fitness perks: A corporate discount at 24-Hour Fitness makes staying active more accessible.
• Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems at no cost.
• Extra Perks: Access to disability, hospital indemnity, universal life, critical illness, and accident insurance plans. We even offer pet insurance.

Pay Range: $40,000 - $60,000+ / year based on experience (this will be an hourly role) + commission

Location: This is a full-time role, Monday - Friday, 8:00 AM - 4:30 PM MDT. The address is 4348 Woodlands Blvd, Suite 229 Castle Rock, CO 80104. This position offers a hybrid work option after 90 days.

What You Will Do

The Personal Lines Service Consultant will focus on servicing and retaining an existing book of business, advising clients on coverages, completing endorsements and cancellations, managing retention, and handling policy issuance. This individual will be responsible for all house business, servicing existing policies, managing all renewals (including in partnership with producers), and supporting the overflow of new business. This role emphasizes both service and sales, encouraging the identification and pursuit of cross-sell opportunities that align with client needs.

Although an active Property & Casualty license is not required for consideration, candidates must obtain their license within 45 days of their start date. We provide full support and guidance to help you get licensed.

• Service and retain an assigned book of business with a strong focus on growth and customer satisfaction
• Manage all house accounts and process renewals independently or alongside producers
• Support overflow of new business through quoting, onboarding, and client communication
• Conduct coverage reviews and consultative conversations to ensure adequate protection
• Identify and act on opportunities for cross-sell, up-sell, and client referrals
• Resolve client inquiries related to billing, endorsements, documentation, and general policy service
• Complete all required applications and carrier documentation accurately and in a timely manner
• Meet assigned service and sales performance targets
• Uphold the company's WE CARE values and contribute to a collaborative team environment
• Maintain professionalism in all internal and external communications

Our Ideal Candidate

We are actively seeking a motivated individual to join our high-performing team, offering unparalleled opportunities for professional growth. While prior experience in the insurance industry or agency setting is preferred, we are committed to training the right candidate.

Key Attributes:

• Resides in Douglas County or the surrounding areas
• High school or equivalent
• Effective and precise telephone etiquette
• 1+ years of customer service experience
• Excellent attention to detail and organizational skills
• Ability to work well independently and on a team
• Precise verbal and written communication skills
• Ability to work in a fast-paced environment
• Ability to deliver a tailored, white-glove experience to all clients

Preferred Attributes:

• Active Property & Casualty license in Colorado is preferred, but we can assist you in getting licensed
• Bachelor's Degree or 1+ year(s) of relevant sales experience
• Fluency in Spanish is welcome but not required

Qualifications

Licenses & Certifications

Required

Dept of Insurance License

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.