Licensed Insurance Customer Service Representative (CSR)

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

Job Description

About the Role:

Jennifer Lang Allstate Insurance in Huntington, NY is looking for a motivated and personable Licensed Insurance Customer Service Representative (CSR) to join our growing team. This is a fantastic opportunity to build meaningful client relationships while representing one of the most trusted names in the insurance industry. If you're passionate about helping people protect what matters most, we want to hear from you!

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

Requirements:

• Active New York Property & Casualty (P&C) Insurance License required
• Prior experience in insurance customer service, sales, or a related field preferred
• Strong communication and 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

About Us:

Jennifer Lang Allstate Insurance is a growing Allstate Exclusive Agency in Huntington, NY, committed to delivering outstanding customer service and personalized insurance solutions. We are building a team of dedicated professionals who take pride in helping customers protect what matters most.

As our agency continues to grow, every team member has the opportunity to make a meaningful impact, contribute new ideas, and grow professionally. We believe in creating a positive, supportive workplace where teamwork, integrity, and exceptional service are the foundation of everything we do.

If you're looking for an opportunity to be part of a growing agency with a strong commitment to both its customers and its employees, we'd love to hear from you.