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Customer Service Representative / Insurance Sales Representative

Heather Schaefer Insurance Agency

Job Description

Job Description

Location: Huntington, NY
Company: Heather Schaefer State Farm Agency

Join Our Growing Team!

We’re looking for a motivated, customer-focused professional who enjoys building relationships and helping people protect what matters most. This role is approximately 60% customer service and 40% sales, making it ideal for someone who excels at both servicing existing clients and identifying opportunities to provide additional value.

What You’ll Do

  • Deliver exceptional service to existing policyholders by phone, email, and in person.
  • Assist clients with policy changes, billing questions, claims guidance, and coverage reviews.
  • Build lasting relationships through proactive communication.
  • Identify customer needs and recommend appropriate insurance products.
  • Cross-sell Auto, Home, Life, and other insurance products.
  • Generate quotes, follow up on leads, and help grow the agency.
  • Maintain accurate client records and documentation.
  • Work collaboratively with a positive, team-oriented office.

Qualifications

  • Insurance industry experience is required.
  • Property & Casualty License preferred (or ability to obtain quickly).
  • Life & Health License is a plus.
  • Strong communication and interpersonal skills.
  • Excellent organizational and multitasking abilities.
  • Comfortable using computers and learning new software.
  • Positive attitude, dependable, and self-motivated.
  • Sales experience and a passion for helping customers are highly valued.

What We Offer

  • Full-time, Monday-Friday schedule.
  • Competitive base salary plus commission opportunities.
  • Paid training and ongoing professional development.
  • Paid time off and holidays.
  • Supportive, family-oriented team environment.
  • Opportunity for career growth within a successful agency.

If you’re an experienced insurance professional who enjoys delivering outstanding customer service while helping clients find the right coverage, we’d love to hear from you!

 

Vacancy posted a month ago
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