Insurance Customer Service Sales Representative

The Juris Agency; Hinmans Corners (NY); On-site; USD 47,000 - 60,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Earn Extra PTO

Office Equipment Provided

Work-Life Balance

Mon-Fri Schedule

Career Growth Opportunities

Continuing Education Opportunities

Hands on Training

Professional Work Environment

Health Insurance (Employer pays 50%)

Health Insurance

Job summary

Adam Roux Insurance Agency in New York is seeking a friendly Customer Service Sales Representative. You will be the first contact for clients, helping them choose appropriate coverage and building lasting relationships.

The role is Monday–Friday with an hourly rate of $23 ($47,000/year), plus daily bonuses. Ongoing training, health insurance, PTO, and potential commissions can boost first-year earnings to around $60,000.

Qualifications

• 1+ year experience in sales/customer service is a bonus
• Experience in insurance is a BONUS
• Office environment experience, multiline phone system, data entry skills
• Proficient with Microsoft Office Suite

Responsibilities

• Build strong relationships with potential clients to maintain and grow customer loyalty.
• Advise clients on suitable insurance policies based on their needs.
• Listen to clients' questions and concerns and respond clearly and professionally.
• Cross-sell and account-round to maximize coverage and revenue.
• Update and modify insurance policies as needed.
• Process premium payments.
• Issue insurance documents (COI, ID cards, etc.).
• Handle confidential information with discretion and follow protocols.

Skills

Customer service

Sales

People skills

Communication

Go-getter

Tools

Microsoft Office Suite

Multiline phone system

Data entry

Job description

Job Description

Adam Roux Insurance Agency has offices in Binghamton and Liverpool, NY, serving clients for over 19 years. We value teamwork, personal growth, and a fun, supportive work environment. Enjoy daily incentives, weekly bonuses, and paid time off while building your career with a team that rewards hard work and dedication.

We\'re looking for a Customer Service Sales Representative who is friendly, motivated, and great with people. You\'ll be the first point of contact for clients, answering questions, providing guidance, and helping them find the right insurance coverage.

This is a Monday-Friday position offering $23/hour ($47,000/year) with daily bonuses. Add in monthly commissions and bonuses to have a total first year earning potential up to $60,000. We provide full training, ongoing support, and benefits including health insurance and PTO.

If you want to grow in a rewarding, team-oriented environment,

Benefits

• Paid Time Off (PTO)
• Earn Extra PTO
• Office Equipment Provided
• Work-Life Balance
• Mon-Fri Schedule
• Career Growth Opportunities
• Continuing Education Opportunities
• Hands on Training
• Professional Work Environment
• Health Insurance (Employer pays 50%)
• Health Insurance

Responsibilities

• Build strong relationships with potential clients to maintain and grow customer loyalty.
• Advise clients on suitable insurance policies depending on their needs and objectives.
• Actively listen to the client’s objections and concerns. Address their concerns carefully, clearly, and professionally.
• Continue to look for and recognize opportunities to cross-sell/account rounding.
• Update and Make changes to insurance policies as needed.
• Process premium payments.
• Issue Insurance Documentation (COI, ID cards, etc.)
• Handle confidential information with discretion and follow established protocols.

Requirements

• Property and Casualty License is a bonus.
• 1+ years experience in sales/customer service is a bonus
• Experience in insurance is a BONUS!
• Experience working in an office environment, using a multiline phone system, and utilizing computer software. Proficient typing/data entry skills.
• Proficient in Microsoft Office Suite
• Demonstrate professionalism over the phone, in writing, and in the office to create a positive work environment and ensure effective communication.
• A career-minded go-getter able to work independently to hit targets and collaborate with team members.