Insurance Customer Service Representative

TrueCut Insurance; Buffalo (NY); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

401(k)

Health insurance

Dental insurance

Vision insurance

Paid time off

Training & development

Advancement opportunities

Job summary

TrueCut Insurance is seeking a professional and personable Customer Service Representative to join our Buffalo team. You will respond promptly to inquiries, maintain accurate records, and provide excellent service to policyholders.

The ideal candidate is detail-oriented, friendly, with insurance knowledge. Responsibilities include handling inquiries via phone, email and in person, upselling or cross-selling products, preventing cancellations, and collaborating with internal teams to deliver

Qualifications

• At least 1 year of phone-based customer service experience.
• Strong communication, problem-solving, and multitasking skills.
• Positive attitude with a collaborative, team-oriented mindset.
• Background in an insurance environment preferred.
• Property & Casualty license, or willingness to obtain one within the first 4 months of employment.

Responsibilities

• Handle customer inquiries via phone, email and in person with professionalism and care.
• Identify opportunities to upsell or cross-sell additional products.
• Proactively assist customers to prevent cancellations and retain their business.
• Resolve issues efficiently, ensuring satisfaction and loyalty.
• Provide accurate information on insurance products, policies, and services.
• Document customer interactions and follow up to ensure resolution.
• Collaborate with internal teams to solve complex issues and deliver seamless service.

Skills

Phone-based support

Communication skills

Problem solving

Multitasking

Team collaboration

Customer relationship

Job description

Benefits

• 401(k)
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

We are seeking a professional and personable Customer Service Representative to join our team. In this role, you will be responsible for ensuring that each customer has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate is detail-oriented, friendly, and familiar with insurance products.

Hours

10:30am- 7:00pm

Benefits/Perks

• Competitive compensation and comprehensive benefits, including health, dental, vision insurance and 401k
• Paid time off and a rotational weekend schedule
• On-the-job training with opportunities for growth and advancement
• Supportive, team-focused work environment

Responsibilities

• Handle customer inquiries via phone, email and in person with professionalism and care.
• Identify opportunities to upsell or cross-sell additional products.
• Proactively assist customers to prevent cancellations and retain their business.
• Resolve issues efficiently, ensuring satisfaction and loyalty.
• Provide accurate information on insurance products, policies, and services.
• Document customer interactions and follow up to ensure resolution.
• Collaborate with internal teams to solve complex issues and deliver seamless service.

Qualifications

• 1+ year of phone-based customer service experience
• Strong communication, problem-solving, and multitasking skills
• Positive attitude with a collaborative, team-oriented mindset
• Genuine commitment to delivering exceptional customer experiences and building lasting relationships
• Background in an insurance environment preferred
• Property & Casualty license, or willingness to obtain one within the first 4 months of employment