Insurance Agency Customer Service Representative

Insurance Agency Customer Service Representative Overview We’re looking for a motivated, solutions‑driven Customer Service Representative to join our growing insurance agency. If you’re a fast learner , thrive in a problem‑solving environment, and consistently deliver above‑average customer service , this role is built for you. About the Role: As a Customer Service Representative, you’ll be the first point of contact for clients, helping them navigate policy questions, billing concerns, coverage changes, and general inquiries. You’ll support agents, maintain accurate records, and ensure every customer feels valued and understood. What We’re Looking For Strong Problem‑Solving Skills — Ability to assess situations and find clear, effective answers Fast Learner — Comfortable adapting to new systems, products, and processes Exceptional Customer Service — Warm, patient, and able to build trust with clients Communication Skills — Clear, professional verbal and written communication Attention to Detail — Accuracy in documentation and follow‑through Why Join Us Supportive , team‑oriented environment Opportunities for growth and licensing Meaningful work helping clients protect what matters most Salary and Benefits Salary Range: $35,000.00 - $48,000.00 per year Annual Base Salary Based on Experience Paid Time Off (PTO) Health Insurance Vision Insurance Mon-Fri Schedule Retirement Plan Hands on Training Evenings Off Requirements 2+ Years of Customer Service Experience is Required. Detail-oriented with the ability to prioritize and multitask . A critical thinker and out-of-the-box problem solver . Tech-savvy with typing skills. Excellent written and verbal communication skills including professional phone and office etiquette . Responsibilities Client Support — Provide friendly, professional assistance via phone, email, and in‑office interactions Problem Resolution — Identify issues quickly and offer effective solutions Policy Servicing — Process policy changes, updates, and documentation Account Management — Maintain accurate customer records and follow up on outstanding items Team Collaboration — Work closely with agents to support daily operations Location: 136 Clinton Road, New Hartford, NY 13413 About Us We are an Independent Insurance Agency that offers personalized, professional service to our clients. We take the time to listen to our client’s needs and provide coverage options to match those needs. We represent a carefully selected group of financially sound, reputable insurance companies; therefore, we are able to offer excellent coverage options at a very competitive price. We are devoted to making it as easy as possible to protect the things people love. #J-18808-Ljbffr