Insurance Customer Service Rep

Adam-Roux-Insurance-Agency; Town of Clay (NY); On-site; USD 41,000 - 47,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Career Growth Opportunities

Bonus Opportunities

Licensing Assistance

Advancement Opportunities

Continuing Education Opportunities

Professional Work Environment

Equipment Provided

Job summary

Adam Roux Insurance Agency in New York is seeking a friendly Insurance Customer Service Rep to support our existing book of business and assist clients with questions, on the phone and in writing.

You’ll be trained with paid licensing and coaching, focusing on accurate note-taking, organized files, and identifying cross-sell opportunities to pass to the sales team. No prior insurance experience required.

Qualifications

• Computer proficiency and ability to learn new systems.
• Positive attitude and willingness to be trained.
• Comfortable speaking with customers over the phone.
• Strong note-taking and file-organization skills.
• No prior insurance experience required.
• No license required before starting.

Responsibilities

• Service the agency’s existing book of business.
• Answer customer questions and provide phone support.
• Identify cross-selling opportunities and refer to sales representatives.
• Maintain accurate customer notes and organized files.
• Update customer information using agency computer systems.
• Follow established processes to provide consistent customer service.

Skills

Computer proficiency

Note-taking

Phone communication

Attention to detail

Job description

Job Description

You’re organized, comfortable talking with people, and take pride in keeping things accurate and running smoothly. At Adam Roux Insurance Agency, you’ll help care for existing customers while joining a team that invests in teaching you the insurance business the right way.

As our Insurance Customer Service Rep, your day will focus on servicing the agency’s current book of business, answering customer questions, and ensuring clients receive reliable support. You’ll spend time on the phone, keep clear notes, maintain organized customer files, and identify opportunities for additional coverage to pass along to the sales team. Being comfortable with computers and keeping track of details will help you succeed.

We're a locally owned Allstate agency with more than 20 years of service in New York, with offices in Liverpool and Binghamton. The team has grown by investing in its people, technology, and tools, and coworkers support one another across both locations. You won’t need previous insurance experience. The agency provides paid licensing, hands-on training, and ongoing coaching to help you learn its processes and build your skills.

The pay is $30-$34 per hour, depending on experience. You’ll also have PTO, health insurance, licensing assistance, and opportunities for advancement and continuing education.

If you’re ready to learn, help customers, and grow with a supportive team, we’d love to meet you.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Career Growth Opportunities
• Bonus Opportunities
• Licensing Assistance
• Advancement Opportunities
• Continuing Education Opportunities
• Professional Work Environment
• Equipment Provided

Responsibilities

• Service the agency’s existing book of business.
• Answer customer questions and provide phone support.
• Identify cross-selling opportunities and refer them to sales representatives.
• Maintain accurate customer notes and organized files.
• Update customer information using agency computer systems.
• Follow established processes to provide consistent customer service.

Requirements

• Computer proficiency and comfort learning new systems.
• Positive attitude and willingness to be trained.
• Comfortable speaking with customers over the phone.
• Strong note-taking and file organization skills.
• No prior insurance experience required.
• No insurance license is required before starting.