Customer Service/ Sales Representive

The Juris Agency; Town of Colonie (NY); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Paid Time Off

Mon-Fri Schedule

Job summary

Minnick Family Agency in the Albany area is seeking a customer service representative to be the first point of contact for customers. A New York Property & Casualty license is preferred, but unlicensed candidates may apply and must obtain licensing at their own expense before start date.

The role involves handling policy changes, billing questions, and coverage needs, and scheduling life insurance appointments for the life team.

Qualifications

• Customer service experience preferred, especially in insurance, banking, or office setting
• Friendly, patient, and confident on the phone
• Organized, detail-oriented, and good at juggling multiple tasks
• Coachable with a strong work ethic
• Comfortable with computers and learning new software

Responsibilities

• Answer inbound calls, emails, and walk-ins in a friendly, professional way
• Process policy changes such as adding vehicles, drivers, and coverage updates
• Help customers with billing questions, payments, and account issues
• Review customers' current coverage and spot gaps or opportunities
• Set life insurance appointments for the life team with the customers you help
• Refer sales opportunities to our producers
• Keep accurate notes and records in our agency management system
• Follow up on outstanding items so nothing slips through the cracks

Skills

Customer service

Phone communication

Organized

Detail-oriented

Coachable

Education

High school diploma

Job description

Job Description

Minnick Family Agency is a growing insurance agency in the Albany area, and we're adding a customer service representative to our team. A New York Property & Casualty license is preferred, but we'll consider the right candidate who isn't licensed yet. Unlicensed candidates must get their license at their own expense before their start date.

In this role, you'll be the first point of contact for our customers. You'll help them with policy changes, billing questions, and coverage needs, and you'll set life insurance appointments for our life team along the way. This is a great fit for someone who is friendly, organized, and takes pride in taking care of people.

Benefits

Paid Time Off (PTO)###Mon-Fri Schedule###

Responsibilities

Answer inbound calls, emails, and walk-ins in a friendly, professional way

Process policy changes such as adding vehicles, drivers, and coverage updates

Help customers with billing questions, payments, and account issues

Review customers' current coverage and spot gaps or opportunities

Set life insurance appointments for our life team with the customers you help

Refer sales opportunities to our producers

Keep accurate notes and records in our agency management system

Follow up on outstanding items so nothing slips through the cracks

Requirements

New York Property & Casualty license preferred. Unlicensed candidates must get licensed at their own expense before their start date

Customer service experience preferred, especially in insurance, banking, or another office setting

Friendly, patient, and confident on the phone

Organized, detail-oriented, and good at juggling multiple tasks

Coachable, with a strong work ethic

Comfortable with computers and learning new software

High school diploma or equivalent