Licensed Insurance CSR | Client Advocate & Policy Pro

Jennifer Lang Allstate Insurance; New York (NY); On-site; USD 42,000 - 62,000; Full time

Job summary

Jennifer Lang Allstate Insurance in Huntington, NY seeks a Licensed Insurance Customer Service Representative (CSR) to support existing and new policyholders with exceptional service and accurate policy management. You’ll handle changes, renewals, and inquiries while identifying cross-sell opportunities to meet client needs.

The role emphasizes strong communication, organization, and proficiency with agency management software in a customer-first environment.

Qualifications

• Active New York P&C license required.
• Prior experience in insurance customer service or sales preferred.
• Strong communication/interpersonal skills with a customer-first mindset.
• Proficiency with computers and willingness to learn agency management software.
• Detail-oriented with strong organizational and follow-up skills.

Responsibilities

• Serve as the primary point of contact for existing and prospective policyholders, delivering exceptional customer service.
• Process policy changes, renewals, endorsements, and cancellations accurately and efficiently.
• Respond to inbound calls, emails, and walk-in inquiries regarding coverage, billing, and claims.
• Identify cross-sell and upsell opportunities to support clients with auto, home, life, and commercial insurance needs.
• Assist clients through the claims process, providing guidance and follow-up support.
• Maintain accurate client records and documentation within agency management systems.

Skills

Communication

Customer service

Interpersonal skills

Attention to detail

Tools

Agency management software

Job description

Jennifer Lang Allstate Insurance in Huntington, NY seeks a Licensed Insurance Customer Service Representative (CSR) to support existing and new policyholders with exceptional service and accurate policy management. You’ll handle changes, renewals, and inquiries while identifying cross-sell opportunities to meet client needs.

The role emphasizes strong communication, organization, and proficiency with agency management software in a customer-first environment.