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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 22 days ago
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