Client Advocate for Insurance Services

Flanagan Mills Insurance Agency; City of Rochester (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

Join a leading insurance agency in Rochester, NY as a Client Advocate, where you will provide exceptional customer service and build trusting relationships with clients. This full-time position requires individuals who are proactive, detail-oriented, and possess strong client service skills. With benefits including medical coverage and paid time off, this role is ideal for someone looking to grow within the insurance sector.

Benefits

Medical benefits

Paid Time Off

Paid holidays

Personal and professional growth opportunities

Health insurance

Qualifications

• 1 year of client advocacy/client service experience required.
• P&C insurance license preferred; must obtain before start date.
• Strong detail-oriented skills and computer savvy.

Responsibilities

• Provide customer service and support to clients.
• Be the first point of contact for client inquiries.
• Process payments and handle claims assistance.

Skills

Multitasking

Prioritization

Time Management

Client Advocacy

Bilingual (Spanish)

Job description

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Experienced Leader | Builder of Exceptional Experiences | Expertise in Team Management, Operations, and Client Relations

Join our growing team at Flanagan Mills Insurance Agency in this client-facing role where you’ll provide customer service and support to our home, auto, and business insurance clients! We’re looking for someone who thrives in a fast-paced environment, enjoys problem-solving, and brings a calm and professional energy to the workplace.

What You'll Do:

• Be the first point of contact—answer phones, greet clients, and assist with inquiries
• Build strong relationships and trust with customers through open and interactive communication
• Provide information on home, auto, and business insurance products
• Handle client concerns with patience and empathy, offering solutions and following up to ensure resolution
• Process payments, issue receipts, and maintain accurate documentation
• Assist with claims, policy changes, and other customer service-related tasks

Job Requirements/Qualifications:

• Must be able to work onsite in our Rochester, NY office
• 1 year of client advocacy/client service experience required
• P&C insurance license preferred (must be obtained before start date)
• Spanish bilingual (highly desired)
• Strong multitasking, prioritization, and time management skills
• Detail-oriented and computer savvy
• Patient, empathetic, and solution-driven
• Ability to maintain a calm and professional demeanor in all interactions

Perks & Benefits for Full-Time Employees:

Medical benefits

Paid Time Off

Paid holidays

Personal and professional growth opportunities

If you’re ready to join a supportive and customer-focused team, we’d love to hear from you! Apply today: [e-mail]

Job Type: Full-time

Pay: $20.00 - $22.00 per hour

Expected hours: 40 per week

• Health insurance
• Paid time off

Application Question(s):

• Are you fluent in Spanish?

Experience:

• Customer support: 1 year (Required)

License/Certification:

• Property & Casualty License (Preferred)

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

• Industries

  Insurance Agencies and Brokerages

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