Personal Lines Insurance CSR - Licensing Covered, Weekdays

The Juris Agency; Burnt Hills (NY); On-site; USD 34,000 - 46,000; Full time

Benefits offered by this job

Paid Time Off

Health Insurance

Licensing Assistance

Work-Life Balance

Mon-Fri 8:30am-5pm

Training Opportunities

Job summary

Newell Family Insurance Agency, LLC is seeking a Personal Lines Insurance Customer Service Representative to be the first point of contact for clients, handling inquiries, policy updates and documentation with accuracy and courtesy.

This full-time role offers a base salary of $40,000 per year, licensing assistance, ongoing training, and a family-friendly, community-focused workplace on Main Street with a Monday–Friday schedule.

Qualifications

• Licensing requirements for Property and Casualty license; licensing assistance provided.
• 1–3 years of industry, office, banking, or B2B service experience preferred.
• Proficient in Microsoft Office Suite (Word and Excel).
• Meticulous attention to detail in all tasks and responsibilities.
• Comfortable navigating and using basic computer programs.
• Collaborative and supportive team member who fosters a positive work environment.
• Clear and effective communication skills, both written and verbal.

Responsibilities

• Provide comprehensive insurance education and guidance.
• Cultivates and maintains strong relationships with clients.
• Process insurance policy payments accurately and efficiently.
• Maintain accurate and up-to-date client records.
• Prepare and issue insurance documents promptly and accurately.
• Facilitate policy changes and updates based on client requests.
• Coordinate client appointments and manage calendars effectively.

Skills

Customer service

Microsoft Office

Communication skills

Attention to detail

Problem solving

Team player

Tools

Microsoft Word

Excel

Job description

Newell Family Insurance Agency, LLC is seeking a Personal Lines Insurance Customer Service Representative to be the first point of contact for clients, handling inquiries, policy updates and documentation with accuracy and courtesy.

This full-time role offers a base salary of $40,000 per year, licensing assistance, ongoing training, and a family-friendly, community-focused workplace on Main Street with a Monday–Friday schedule.