Customer Service Representative

ROSS INSURANCE AGENCY INC; Delmar (NY); On-site; USD 40,000 - 54,000; Full time

Benefits offered by this job

Competitive salary

Opportunity for advancement

Paid time off

Parental leave

Training & development

Competitive Pay

Professional Development

Job stability

Job summary

ROSS INSURANCE AGENCY INC is seeking a professional Customer Service Representative in New York. You will ensure customers have a positive experience, respond to inquiries, maintain records, and deliver excellent service while becoming familiar with insurance products.

The ideal candidate is detail-oriented, friendly, and organized, with basic knowledge of Microsoft Office. The role involves communicating with clients about quotes, policies, payments, and other services, and coordinating

Qualifications

• Active NYS DFS Property & Casualty license
• Knowledge of insurance products
• High school diploma/GED required; Bachelor’s degree preferred
• Excellent customer service skills
• Highly organized with strong time management skills
• Familiarity with Microsoft Office and other software applications

Responsibilities

• Answer customer questions via phone, email, and in-person
• Assist clients with new quotes, updating policies, payments, and other services
• Schedule appointments and maintain calendar
• Maintain detailed records of client interactions
• Review coverage quotes and policy renewals
• Collaborate with colleagues to provide comprehensive customer service

Skills

P&C license

Insurance products knowledge

Customer service

Time management

Education

High school diploma/GED

Bachelor's degree preferred

Tools

Microsoft Office

Job description

Benefits:

• Competitive salary
• Opportunity for advancement
• Paid time off
• Parental leave
• Training & development

Benefits/Perks

• Competitive Pay
• Professional Development
• Job Stability in a growing industry

Job Description

We are seeking a professional and personable Customer Service Representative to join our team. In this role, you will be responsible for ensuring that each customer has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate is detail-oriented, friendly, and familiar with insurance products.

Responsibilities

• Answer customer questions via phone, email, and in-person
• Assist clients with new quotes, updating policies, payments, and other services
• Schedule appointments and maintain calendar
• Maintain detailed records of client interactions
• Review coverage quotes and policy renewals
• Collaborate with colleagues to provide comprehensive customer service

Qualifications

• Active NYS DFS Property & Casualty license
• Knowledge of insurance products
• High school diploma/GED required, Bachelor’s degree preferred
• Excellent customer service skills
• Highly organized with strong time management skills
• Familiarity with Microsoft Office and other software applications