Client Liaison

Cornerstone Insurance & Financial Group
Gypsum, CO Part Time
POSTED ON 6/18/2024

About Us

We are in the business of providing financial returns on businesses insurance investments and protecting our clients’ assets by minimizing risk.


Started in 2016 by president and principal agent, Tony Martinez, his motivating factor was to apply his 17 years in back of the house hospitality to help business owners minimize risks and get a return on their insurance investments. As such, clients receive an inside track and understanding about their insurance challenges, risks, and liabilities. Clients range from small to large businesses and corporations throughout the Vail Valley and across the country.


Most importantly, we believe in investing in our team members, which is why we have base hourly and salary options plus bonuses vs. commission only structures. We love what we do and have fun doing it. While professional in nature, we don’t take ourselves too seriously and nor should you.


While the needs of our clients are our highest priority, we also strive to provide a comfortable and rewarding work environment that includes training, opportunities for growth and career advancement, and  a positive culture of collaboration, support, and respect. This includes staying true to our core values of kindness, service, and accountability.


Learn more: https://www.cifgrp.com/careers


About You

We’re looking for a motivated, career-focused individual who is aligned with our Vision and company culture. This includes:

Initiative and desire to learn and grow in the commercial insurance industry

Enjoy engaging with people and clients

Ability and interest to multi-task

Willingness to take and handle inbound calls

Respect of yourself and others

Outgoing

Problem solving skills

Attention to detail

Ability to adapt, stay focused, and not take things too personally

Timeliness

Trustworthiness and ability to keep information confidential

Upbeat and positive

Go the extra mile as needed

On a career vs “job” path

Consistency in both in-office presence and work ethic

Professional appearance


Qualifications:

Minimum 3 years’ prior and proven track record in administrative and customer service

Ability to multi-task, meet deadlines

Detailed oriented (we deal with a lot of contracts)

Proficiency in Excel, Outlook, time management, and Canva

Proven ability to stay on task to completion

While not required, preference to candidates with a college degree

Background check and references required


About the Position:

Preference to on-site but for the right candidate, also open to in-state (Colorado) hybrid. In this case, position would be primarily remote with 2-3 weeks’ on-site training at start of position, (private apartment provided) and quarterly office visits (must have own car; mileage reimbursement)

Engaging and interactive setting with a steady flow of clients

5-day work week (M-F), 5-hour work days, negotiable start, and finish times

Holidays and weekends off

7 paid sick days, 8 paid holidays, paid vacation after one year of service

Retirement plan with up to 3% match

Learning environment

Growth opportunities based on initiative

Starting pay at $20/hour bonus for qualified new business

30-day, 90-day, and annual reviews

Quarterly bonuses based on contribution to business growth


How to Apply:

Submit your resume and cover letter addressing how you see yourself as a fit for our team to: info@cifgrp.com


Website:

www.cifgrp.com

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