Insurance Customer Advocate - Growth Path & Mon-Fri Schedule

Dalton McCarthy Allstate Agency; Manorville (NY); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

PTO

Tuition Reimbursement

401(k)

Holidays Off

Bonus Opportunities

Job summary

Dalton McCarthy Agency is seeking an Insurance Customer Service Rep to help clients understand their coverage, handle billing questions, and process policy changes. You will communicate by phone, email, and text, staying organized and patient while balancing multiple priorities.

The role offers training, licensing assistance, and potential advancement to a Customer Service Manager position. The base pay ranges from $20 to $25 per hour, with PTO, a 401(k), tuition reimbursement, holidays, and a

Qualifications

• People-oriented and patient approach.
• Strong phone, email, and text communication skills.
• Good time management and organization.
• Understanding and empathetic communication style.
• Ability to identify cross-sell opportunities with current customers.
• Licensing or certification required for insurance services.

Responsibilities

• Discuss billing and answer customer billing questions.
• Recommend coverage based on customer needs.
• Process customer policy changes.
• Answer general insurance questions.
• Identify cross-sell opportunities with current customers.
• Communicate with customers by phone, email, and text.

Skills

People-oriented

Communication skills

Time management

Problem-solving

Organization

Education

Insurance license or certification

Job description

Dalton McCarthy Agency is seeking an Insurance Customer Service Rep to help clients understand their coverage, handle billing questions, and process policy changes. You will communicate by phone, email, and text, staying organized and patient while balancing multiple priorities.

The role offers training, licensing assistance, and potential advancement to a Customer Service Manager position. The base pay ranges from $20 to $25 per hour, with PTO, a 401(k), tuition reimbursement, holidays, and a