Client Services Representative

Talent Edge Recruiting; Town of Rhinebeck (NY); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Profit-sharing program

Paid time off

Job summary

Talent Edge Recruiting is partnering with a well-established independent insurance agency in the Hudson Valley to recruit Client Service Representatives (CSR I and CSR II). The agency emphasizes employee development, internal promotions, and exceptional client service.

CSR roles offer long-term career growth, hands-on training, strong teamwork, and opportunities to advance from personal lines to broader responsibilities within the Personal Lines team.

Qualifications

• Active Property & Casualty license required.
• CSR I: 0–3 years insurance experience; CSR II: 3–5 years.
• Strong communication and customer service skills.
• Proficiency with Microsoft Word and Excel.
• Experience with agency management systems.
• Personal lines experience preferred.
• Applied Epic experience.
• Designations such as AINS/CISR are a plus but not required.

Responsibilities

• Manage a personal lines book of 500–800 policies.
• Service existing personal lines accounts and support producers.
• Handle inquiries about policy changes, renewals, coverage questions and quotes.
• Review cancellations/terminations and act within timelines.
• Quote new business and remarket existing accounts.
• Educate clients on coverages, exclusions and exposure risks.
• Document client and carrier communications accurately.
• Build relationships to generate referrals and cross-sell opportunities.
• Follow up on prospects via agency systems and databases.
• Collaborate with carriers, clients and internal teams to deliver exceptional service.

Skills

P&C License

Customer service

Multitasking

Word & Excel

Agency systems

Applied Epic

Tools

Applied Epic

Job description

Join a well-established independent insurance agency with more than 100 employees across multiple locations throughout the Hudson Valley. This growing organization specializes in personal, business, life, and health insurance solutions and is known for its commitment to employee development, internal promotions, and outstanding client service.

Due to retirements, internal promotions, and continued business growth, the organization is expanding its Personal Lines team and seeking several Client Service Representatives (CSR I and CSR II) to support a growing client base. This is an excellent opportunity for licensed insurance professionals looking to build a long-term career with an agency that values teamwork, ongoing learning, and career advancement.

Day to Day Responsibilities:

• Manage a personal lines book of business consisting of approximately 500-800 policies
• Service existing personal lines accounts and support producers
• Handle client inquiries regarding policy changes, renewals, coverage questions, and quotes
• Review policy cancellations and terminations, taking appropriate action within established timelines
• Quote new business and remarket existing accounts
• Educate clients on policy coverages, exclusions, and exposure risks
• Maintain accurate documentation of client and carrier communications
• Build relationships that generate referrals and cross-selling opportunities
• Follow up on prospects through agency systems and databases
• Collaborate with carriers, clients, and internal teams to deliver exceptional service

Required Qualifications:

• Active Property & Casualty (P&C) License
• CSR I: 0-3 years of insurance experience
• CSR II: 3-5 years of insurance experience
• Strong communication and customer service skills
• Ability to multitask in a fast-paced environment
• Proficiency with Microsoft Word and Excel
• Comfortable learning and utilizing agency management systems
• Self-motivated, organized, and detail-oriented professional with strong follow-through
• Personal lines insurance agency experience
• Experience working with multiple insurance carriers
• Applied Epic experience
• Insurance designations such as AINS or CISR (not required)

Compensation:

• Base salary: $50,000 - $65,000 depending on experience
• 35% commission on first-year agency lines
• 50% commission on first-year cross-sold business
• Multiple advancement opportunities within the organization
• Aetna health insurance plans
• Aflac supplemental coverage
• AllyHealth virtual healthcare benefit with: 24/7 virtual urgent care, Mental health services, Health coaching, Prescription savings tools
• 401(k) plan
• Profit-sharing program
• Employee recognition programs
• Team lunches and appreciation events

The organization strongly promotes from within, offering advancement paths that include:

• Account Management

Why Join?

• Stable and growing organization
• Collaborative, team-focused culture
• Strong training and onboarding program
• Opportunities for advancement
• Employee recognition and appreciation initiatives
• Supportive leadership that encourages professional development