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PFSI Jobs & Careers

PFSI is growing and has job openings for quality people. If you're an insurance professional, or would like to become one, please click the job titles below to see additional information and apply online.

Professional Financial Specialists, Inc.,a Boulder-based Insurance Brokerage is currently seeking students for part-time administrative, marketing and support responsibilities in the insurance industry. Gain valuable experience working in a team to offer insurance and financial products direct to clients. We value smart educated employees who are motivated to work hard and produce great results.

Duties and Responsibilities

  • Familiarity with MS Office including Outlook, Word and Excel
  • Scanning, filing and general office administrative work
  • Preparing quotes, literature and client specific information
  • Ability to prioritize, multi-task and follow up on open requests
  • Commit to 15-20 hours per week
  • Ability to learn new skills and accept additional responsibilities
  • Students from all areas of study will be considered with preference toward Business Administration and related majors

Qualifications

The ideal candidate must be detail-oriented, well organized and a quick learner who can successfully drive projects to completion. Must have the ability to consistently work ~15-20 hours per week. Schedule can be very flexible during normal business hours of 8 am to 5 pm, Monday through Friday. Good computer skills and professional appearance and attitude are also necessary.

Requirements

  • Current student attending accredited college or university.
  • Ability and desire to work 15-20 hours per week.

Compensation

  • Internships start at $12/hr

PFSI offers an exceptional benefits package that includes Health, Dental and Vision insurance, Life insurance, Long-Term and Short-Term Disability, HSA Matching Funds, 401k Retirement Savings Program, Sick Time and Paid Time Off.

Please follow the link below to apply for this position and complete the pre-employment testing program.

Apply Now

Professional Financial Specialists, Inc. is a Boulder-based Insurance Brokerage currently seeking a full-time Customer Service Representative. We're growing and need to add high quality people to our exceptional Life and Disability team. If you're looking for a challenging yet positive and supportive work environment then we're looking for you!

Duties and Responsibilities

  • New business support including quote preparation
  • Inbound and Outbound service phone calls
  • Data entry and maintenance of database management system
  • Assist with departmental daily tasks
  • Proficient in Microsoft Outlook, Word, and Excel
  • Ability to learn new skills and accept additional responsibilities
  • Help creating advertising media, such as print ads, email and mail campaigns

Qualifications

The ideal candidate must be detail-oriented, well organized and a quick learner who thrives in an entrepreneurial environment. Self-directed individuals with the ability to work well in a team to drive overall group performance are encouraged to apply.

Requirements

  • 2-4 yrs. experience with insurance products preferred
  • Current Colorado Life and Health License

Compensation

  • Hourly depending on experience

PFSI offers an exceptional benefits package that includes Health, Dental and Vision insurance, Life insurance, Long-Term and Short-Term Disability, HSA Matching Funds, 401k Retirement Savings Program, Sick Time and Paid Time Off.

Please follow the link below to apply for this position and complete the pre-employment testing program.

Apply Now

Professional Financial Specialists, Inc., a Boulder-based Insurance Brokerage, is seeking a full-time CSR. We're growing and need to add high quality people to our exceptional Property and Casualty group. If you're looking for a challenging yet positive and supportive work environment then we're looking for you!

Duties and Responsibilities

  • Claims and Payment Assistance
  • Policy Renewals and Coverage Review, pricing and delivery
  • New Business sales & support including sourcing, quote preparation and presentation
  • Preparation of Acord and Application forms
  • Assist with Worker Comp Audit
  • Inbound and Outbound sales and service phone calls
  • Data Entry and maintenance of database management system
  • Cross-sales and marketing, with expectation to meet or exceed monthly sales targets
  • Assist with departmental daily tasks
  • Proficient in Microsoft Outlook, Word, Excel and Applied Epic (preferred)
  • Ability to learn new skills and accept additional responsibilities

Qualifications

The ideal candidate must be detail-oriented, well organized and a quick learner who thrives in an entrepreneurial environment. Self-directed individuals with the ability to work well in a team to drive overall group performance are encouraged to apply.

Requirements

  • 2-4 yrs. experience in Property & Casualty Insurance
  • Current Colorado Property and Casualty License
  • Knowledge of both Personal and Commercial lines

Compensation

  • Hourly depending on experience
  • Base plus Bonus opportunities for new business and retention

PFSI offers an exceptional benefits package that includes Health, Dental and Vision insurance, Life insurance, Long-Term and Short-Term Disability, HSA Matching Funds, 401k Retirement Savings Program, Sick Time and Paid Time Off.

Please follow the link below to apply for this position and complete the pre-employment testing program.

Apply Now

Professional Financial Specialists, Inc.,a Boulder-based Insurance Brokerage is currently seeking a full-time Account Manager. We're growing and need to add high quality people to our exceptional Group Benefits and Healthcare group. If you're looking for a challenging yet positive and supportive work environment then we're looking for you!

Duties and Responsibilities

  • Claims Assistance
  • Policy Renewals
  • Coverage Review
  • Inbound and Outbound phone calls
  • Act as Account Manager, assisting with employee enrollments and terminations
  • Proficient in Microsoft Outlook, Word, and Excel
  • Ability to learn new skills and accept additional responsibilities

Qualifications

The ideal candidate must be detail-oriented, well organized and a quick learner who thrives in an entrepreneurial environment. Previous experience in Customer Service roles also desired. Self-directed individuals with the ability to work well in a team to drive overall group performance are encouraged to apply.

Requirements

  • 2+ yrs. experience in Health Insurance or related fields preferred
  • Current Colorado Life and Health License preferred, ability to obtain license within 6 months required

Compensation

  • Hourly depending on experience
  • Base plus Bonus opportunities for new business and retention

PFSI offers an exceptional benefits package that includes Health, Dental and Vision insurance, Life insurance, Long-Term and Short-Term Disability, HSA Matching Funds, 401k Retirement Savings Program, Sick Time and Paid Time Off.

Please follow the link below to apply for this position and complete the pre-employment testing program.

Apply Now