Insurance Customer Service Rep

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

Job Description

You're a people person who can stay patient when a customer has a question, explain things clearly, and keep several priorities moving at once. At Dalton McCarthy Agency, you'll be the person customers can turn to when they need help understanding their insurance and getting things taken care of.

As our Insurance Customer Service Rep, your day will include speaking with customers about billing, making coverage recommendations, processing policy changes, answering insurance questions, and identifying additional coverage that could better protect current clients. You'll communicate by phone, email, and text, so being clear and personable matters just as much as being organized.

This agency was purchased in January 2025 after its owner spent years as the operating manager. Since then, he and the team have built a productive, reputable agency around clear expectations, open communication, and plenty of support. You'll have hands-on training, mentorship, licensing assistance, and the freedom to manage your day while working toward shared goals.

The base pay is $20-$25 per hour, with bonus opportunities. You'll also have PTO, a 401(k), tuition reimbursement, paid holidays, and a Monday-Friday schedule with evenings and weekends off. This is a full-time role, though part-time may be considered.

As the agency grows, this position can develop into a Customer Service Manager role. If that sounds like a path you'd enjoy building, we'd love to meet you.

Benefits

• Paid Time Off (PTO)
• Hands on Training
• Tuition Reimbursement
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Bonus Opportunities
• Licensing Assistance
• Work-Life Balance
• Holidays Off
• Paid Holidays
• 401k Plan
• Professional Development
• Advancement Opportunities
• Mentorship
• Continuing Education Opportunities
• Performance Bonuses

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.

Requirements

• Required insurance license or certification.
• People-oriented and patient approach.
• Understanding and empathetic communication style.
• Strong phone, email, and text communication skills.
• Good time management and organization.
• Strong problem-solving skills.