Administrative Customer Service Representative

Community Foundations of the Hudson Valley; Town of Red Hook (NY); On-site; USD 45,000 - 70,000; Full time

Job summary

Community Foundations of the Hudson Valley is seeking an Administrative Customer Service Representative in Red Hook, NY. You will handle inquiries, process policy changes, and maintain precise records in our agency system.

The role emphasizes strong communication, attention to detail, and the ability to work independently or with a team. Aiming to grow in insurance knowledge, you may pursue needed licensure within 12 months.

Qualifications

• Insurance experience is required.
• Professional office experience is required.
• Strong administrative and customer service skills.
• Strong computer skills.
• Willingness to learn and grow.
• Ability to work independently and in a team.
• Strong written and verbal communication skills.
• Excellent grammar and spelling.
• Strong attention to detail.
• Licensing: may need to become licensed as a property and casualty broker within 12 months.

Responsibilities

• Answer phone calls, emails, and in-person inquiries regarding coverage, billing, and policy terms.
• Process endorsements and policy changes, such as adding/removing vehicles or changing coverage levels.
• Maintain detailed, accurate records in the Agency Management System.

Skills

Insurance experience

Office experience

Administrative skills

Customer service

Computer skills

Willingness to learn

Teamwork

Written communication

Grammar and spelling

Attention to detail

Tools

Agency Management System

Job description

Job: Administrative Customer Service Representative Location: Red Hook, NY Salary: $45,000 - $70,000 BOE Job Type: Could be Temp to Perm or Direct Perm Schedule: Monday - Thursday 9am-5pm and Friday 9am-4pm

A family-run agency, serving our own community for over 30 years. Founded in 1986, our client provides unparalleled customer service and insurance expertise to the Hudson Valley and beyond. They form connections with each client, helping to personalize every insurance package. As local agents, my client works directly with all new clients to optimize each policy with the appropriate coverage for the most affordable price. They pride themselves on offering peace of mind and insurance protection for our community.

Core Responsibilities

• Client Inquiries & Support: Answer phone calls, emails, and in-person inquiries regarding coverage, billing, and policy terms.
• Policy Maintenance: Process endorsements and policy changes, such as adding/removing vehicles, updating driver information, or changing coverage levels.
• Documentation & Accuracy: Maintain detailed, accurate records of all customer interactions and transactions in our Agency Management System.

Qualifications

• Insurance experience is a must
• Professional office experience
• Strong administrative and customer service skills
• Strong computer skills
• Desire to learn and grow
• Ability to work independently and as part of a team
• Strong written & verbal communication skills
• Excellent grammar and spelling skills
• Strong attention to detail
• Candidates who are not licensed as a property and casualty broker will be expected to become licensed within 12 months.