Insurance Customer Service Representative

CLIFTON AND LEWIS INSURANCE GROUP I; Town of Florida (NY); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

401(k)

Employee discounts

Paid time off

Professional Development

Job Stability in a growing industry

Job summary

CLIFTON AND LEWIS INSURANCE GROUP I is looking for a Customer Service Representative in the Town of Florida, NY. The role involves assisting clients with their inquiries, maintaining records, and ensuring a positive customer experience. Ideal candidates will have strong organizational skills, knowledge of insurance products, and excellent customer service abilities. A high school diploma is required, while a Bachelor’s degree is preferred. Competitive pay and benefits are offered.

Qualifications

• Knowledge of insurance products is essential.
• High school diploma or GED is required; Bachelor's degree is preferred.
• Excellent customer service skills are needed.

Responsibilities

• Answer customer questions via phone, email, and in-person.
• Assist clients with new quotes and policy updates.
• Maintain detailed records of client interactions.

Skills

Customer service skills

Time management

Knowledge of insurance products

Microsoft Office

Education

High school diploma/GED

Bachelor’s degree preferred

Job description

Benefits

• 401(k)
• Employee discounts
• Paid time off
• Benefits/Perks
• Competitive Pay
• Professional Development
• Job Stability in a growing industry

Job Description

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.

Responsibilities

• Answer customer questions via phone, email, and in-person
• Assist clients with new quotes, updating policies, payments, and other services
• Schedule appointments and maintain calendar
• Maintain detailed records of client interactions
• Review audits and/or policies
• Collaborate with colleagues to provide comprehensive customer service

Qualifications

• Knowledge of insurance products
• High school diploma/GED required, Bachelor’s degree preferred
• Excellent customer service skills
• Highly organized with strong time management skills
• Familiarity with Microsoft Office and other software applications