Are you ready to join our team as a dedicated individual who excels in delivering exceptional customer support to our high-net-worth policyholders? We are looking for someone to guide clients on insurance coverage, address billing concerns, handle policy changes, and provide recommendations for policy enhancements. If you have prior experience dealing with VIP clients with their P&C Personal Lines insurance and possess a warm, customer-centric approach, we encourage you to submit your application today! Responsibilities: • Handling all inquiries from clients promptly and professionally • Process all endorsements • Refer all client claim inquiries immediately to the insurance carrier • Assist clients with billing issues • Update client/prospect information in the agency management system • Continuing education (Company Paid) for industry designations Qualifications: • 3+ years' experience as a Personal Customer Service Representative in a NY State Independent Agency environment • NYS P&C License required • Live within 30 miles of Latham NY • Insurance Designation a plus • Ability to work in a fast-paced, team-oriented office environment Compensation: $80,000 - $95,000 yearly

• Handling all inquiries from clients promptly and professionally • Process all endorsements • Refer all client claim inquiries immediately to the insurance carrier • Assist clients with billing issues • Update client/prospect information in the agency management system • Continuing education (Company Paid) for industry designations