Customer Service Representative Trainee

WizeHire, Inc; Town of Niskayuna (NY); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

401(k) employer matching 4%

Health Insurance, employer paid 100%

Life insurance, employer paid 100%

Dental and vision insurance offered

Generous vacation, sick, personal paid time off

Job summary

A leading insurance service provider in New York is seeking an Insurance Customer Service Representative Trainee. This role involves completing administrative tasks, inputting customer information, and assisting team members. The ideal candidate will have strong organizational and problem-solving skills, along with a high school diploma or GED. This position offers a salary range of $40,000 - $50,000 annually and includes excellent benefits such as health insurance and a 401(k) plan.

Qualifications

• Solid computer skills, including basic word-processing and Microsoft Excel.
• High school diploma or GED required; Associate's Degree preferred.
• Proven track record of strong organizational and problem-solving skills.

Responsibilities

• Complete administrative tasks, such as DocuSign and clerical duties.
• Input current customer information into the database regularly.
• Assist other insurance team members as needed.

Skills

Organizational skills

Problem-solving skills

Communication skills (written and verbal)

Basic word-processing

Microsoft Excel

Education

High school diploma or GED

Associate's Degree in business administration or related field

Job description

We're looking for an Insurance Customer Service Representative Trainee to help our busy team! Applicants should have excellent organizational skills and come to work every day with a can-do, problem-solving attitude. Does this sound like a job you’ll love? If so, apply today!

Responsibilities

• Complete administrative tasks, such as DocuSign, auto ID cards, Certificates of insurance, and other clerical duties requested by team members and management.
• Input current customer information into the database regularly, so it is readily available
• Adjust to the needs of the company and help other insurance team members when necessary

Qualifications

• Solid computer skills, including basic word-processing and Microsoft Excel
• High school diploma or GED required, Associate’s Degree in business administration or related field preferred
• Proven track record of strong organizational skills, problem-solving skills, and communication skills, both written and verbal

Compensation

$40,000 - $50,000 yearly

About The Heritage Group

The Heritage Group has been providing insurance services, solutions, and professional advice to businesses and individuals since 1993. Our approach is highly consultative, leveraging over 100 plus years of combined experience in designing and implementing innovative, comprehensive insurance solutions.

• 401(k) employer matching 4%
• Health Insurance, employer paid 100%
• Life insurance, employer paid 100%
• Dental and vision insurance are offered
• Generous vacation, sick, personal paid time off