Insurance - Personal Lines Customer Service Rep

The Heritage Group

Insurance - Personal Lines Customer Service Rep

Latham, NY
Full Time
Paid
  • Responsibilities

    Our company is seeking an enthusiastic individual to provide exceptional customer service to our policyholders. You’ll be responsible for advising our clients on coverage, helping resolve billing issues, changing policies, and making policy recommendations. If you have previous P&C Personal Lines insurance experience in a customer service role and have a friendly, client-first attitude, please apply 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 (In-Office Position) • Insurance Designation a plus • Ability to work in a fast-paced, team-oriented office environment. Compensation: $65,000 - $75,000 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