Representante de Atención al Cliente de Seguros

CLIFTON AND LEWIS INSURANCE GROUP I; Town of Florida (NY); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

401(k)

Employee discounts

Paid time off

Competitive Pay

Professional Development

Job stability

Job summary

Clifton and Lewis Insurance Group I in New York seeks a Customer Service Representative to ensure a positive customer experience, respond to inquiries, maintain records, and deliver excellent service for insurance products. Ideal candidate is detail-oriented, friendly, organized, with strong time management and proficiency in Microsoft Office; HS diploma required, Bachelor's preferred.

This on-site role offers benefits such as 401(k), paid time off, employee discounts, and opportunities for

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.

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.

Skills

Insurance knowledge

Customer service

Organization

Time management

Education

High school diploma or GED

Bachelor's degree preferred

Tools

Microsoft Office

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