Hybrid Insurance Advisor — Small Biz Coverage Expert

ERGO NEXT Insurance; City of Rochester (NY); Hybrid; USD 32,000 - 34,000; Full time

Benefits offered by this job

Medical plan

Vision/dental coverage

Life insurance

Disability insurance

401(k)

Paid time off

Parental leave

Job summary

ERGO NEXT Insurance in Rochester, NY is seeking an Insurance Advisor to deliver timely, high‑quality customer support and troubleshoot customer needs while managing policies in a fast-paced team.

You’ll issue certificates, process policy changes, provide quotes, and partner with agents to match the right coverage. A 1–2 year customer service background and strong communication skills are required; bilingual Spanish is a plus.

Qualifications

• 1–2 years in customer service
• Detail oriented with strong accuracy
• Excellent verbal and written communication
• Property & Casualty License preferred

Responsibilities

• Issue insurance certificates and process policy changes
• Assist customers, prospects and agents with coverage questions
• Provide outstanding customer service and product quotes
• Support customers in understanding and selecting appropriate coverage
• Collaborate with partners to resolve issues promptly
• Contribute to ad hoc projects like translating portals or supporting training

Skills

Customer service

Attention to detail

Communication skills

Bilingual Spanish

Excel

G Suite

Policy management software

Tools

Excel

G Suite

Policy management system

Accounting systems

Job description

ERGO NEXT Insurance in Rochester, NY is seeking an Insurance Advisor to deliver timely, high‑quality customer support and troubleshoot customer needs while managing policies in a fast-paced team.

You’ll issue certificates, process policy changes, provide quotes, and partner with agents to match the right coverage. A 1–2 year customer service background and strong communication skills are required; bilingual Spanish is a plus.