Branch Customer Service Representative

Required Skills & Experience

• 1+ year of customer service experience in a customer-facing environment.
• Strong communication and people skills with the ability to provide professional service to walk-in and phone-based customers.
• Ability to multitask across multiple systems and software platforms while assisting customers and handling administrative responsibilities.
• Strong organization and office administration skills with the ability to prioritize competing responsibilities.
• Comfortable making outbound customer calls during downtime and following up with customers as needed.
• Ability to resolve customer questions and complaints while maintaining a professional and positive customer experience.
• Basic proficiency with Microsoft Office and comfort learning new CRM, customer service, and internal business systems.
• Comfortable working in a fast-paced, 100% onsite branch environment.
• Ability to work Monday through Friday during regular branch hours and approximately one rotating Saturday per month.
• Previous experience in customer service, member services, banking, insurance, financial services, retail, hospitality, front desk, office administration, or call center environments is preferred.
• Previous sales or lead-generation experience is a plus but is not required.
• Teachers and education professionals with strong communication, organization, multitasking, and people-management skills may also be considered.

Job Description

Insight Global is seeking a Branch Customer Service Representative to support a busy customer-facing branch in Westminster, Colorado. This individual will serve as a primary point of contact for members visiting or contacting the branch.

The role requires someone who can balance walk-in customers, phone calls, administrative work, multiple computer systems, and changing priorities throughout the day.

Responsibilities will include, but are not limited to:

• Greet and assist walk-in customers while providing timely, professional, and friendly service.
• Respond to customer questions, resolve routine concerns, and connect customers with the appropriate insurance, travel, or branch resources.
• Navigate multiple internal systems while simultaneously assisting customers and completing administrative responsibilities.
• Make outbound calls to customers for follow-up, promotions, lead generation, and other branch needs.
• Support light sales and lead-generation activities by identifying opportunities and connecting interested customers with the appropriate team members.
• Process customer payments and account transactions accurately when required.
• Maintain accurate customer information, documentation, and records within branch systems.
• Support insurance and travel team members with administrative and customer service responsibilities during busy periods.
• Prioritize multiple requests while maintaining accuracy in a fast-paced branch environment.
• Support general office operations and help maintain an organized and professional branch environment.

This position is 100% onsite in Westminster, CO 80020. The expected weekday schedule is approximately 8:30 AM to 5:30 PM or 9:00 AM to 6:00 PM. Candidates should also be available for 1-2 rotating Saturday per month from approximately 9:00 AM to 1:00 PM. An occasional additional Saturday may be needed based on staffing.

The pay range is $18-21 an hour. Exact compensation may vary based on several factors, including skills, experience, and education.

This opening is intended to provide coverage for an employee currently on leave. The exact contract duration is still being determined and could extend based on business needs. There may be potential for permanent employment based on performance and future headcount approval, but conversion is not guaranteed.