Customer Service Representative – Hybrid (Kalispell, MT or Broomfield, CO)

With roots dating back to the 1800s, our Customer is a global professional services firm HQ’d in New York City with businesses in insurance brokerage, risk management, reinsurance services, talent management, investment advisory, and management consulting. Today, they are a unique group of businesses with many enduring competitive advantages. Among them are the quality of their colleagues, deep client relationships, vast global footprint, depth of intellectual capital, and cohesive and collaborative culture.

We are seeking a Customer Service Representative II on a ~6 to 12-month contract basis to support our Customer’s business needs. This role is hybrid in either Kalispell, MT or Broomfield, CO.

The Customer Service Representative supports day-to-day agency operations by maintaining accurate agency and producer information, supporting Write Your Own (WYO) appointments and credentialing activities, and ensuring required documentation is complete and accessible across internal systems.

This role provides frontline support to agents and agency principals by completing onboarding and enrollment activities, setting up agency downloads, processing Agent of Record (AOR) requests, and responding to inbound calls and inquiries. The position partners closely with Agents, WYO partners, and Underwriting, to support timely, compliant, and high-quality service delivery.

Please Note:

This role is performed in an office and remote office environment and requires extended periods of computer use. Standard business hours apply, with overtime as needed to meet business deadlines and regulatory timelines. In-office requirements: Kalispell - Mondays in office required; Broomfield - 3 days in office required.

8:00-5:00 PM mountain time to start, possibility of 4 10-hour days to the right individual after training.

• High school diploma or equivalent.
• Strong attention to detail and ability to manage high-volume, time-sensitive requests with accuracy.
• Proficiency in Microsoft Office Suite, including Outlook, Word, and Excel, with the ability to quickly learn new systems and platforms.
• Excellent written and verbal communication skills, including the ability to effectively communicate with multiple stakeholders.
• Ability to handle sensitive and confidential information with professionalism and discretion.
• Strong organizational, time management, and problem-solving skills.
• Demonstrated accountability, follow-through, and ability to collaborate across teams.
• Customer service mindset with a commitment to accuracy, quality, and timely resolution.

• Intermediate Excel proficiency, including filters, pivot tables, and lookup functions.
• Previous experience in flood insurance, preferably within the National Flood Insurance Program (NFIP) or a Write Your Own (WYO) carrier.
• Experience in insurance agency operations, producer onboarding, licensing, credentialing, or appointment processing.

We offer a competitive salary range for this position. Most candidates who join our team are hired at the median of this range, ensuring fair and equitable compensation based on experience and qualifications.

Contractor benefits are available through our 3rd Party Employer of Record (Available upon completion of waiting period for eligible engagements) Benefits include: Medical, Dental, Vision, 401k.

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disabilities.