Customer Service Representative

COSTAS & TATE INSURANCE AGENCY INC

  • New Paltz, NY
  • 24 days ago
  • Full-time

Highlights

You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. Assist clients with new quotes, updating policies, payments, and other services.

Numbers & Facts

LocationNew Paltz, NY
Job TypeFull-time

Description

Benefits:
  • Opportunity for advancement
  • Paid time off
  • Paid holidays
  • Referral Bonus
  • License reimbursement

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
  • Experience working in an insurance office preferred. 
  • Other professional office experience is required.
  • 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

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