Customer Service Representative (Insurance) - Albany or Schoharie
Customer Service Representative (Insurance) - Albany or Schoharie
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Job Description
If you are ready to join a company that truly cares about its employees our members and our community then you have come to the right place!
Summary of Role:
The Customer Service Representative identifies contacts and develops prospective clients and oversees client new business following Broadview Insurance Agency and NYS practices. The position is responsible for providing prompt accurate courteous service to customers and company personnel with a primary focus on service.
Essential Job Functions/Responsibilities:
Growing and developing talents and insurance knowledge to the highest level possible; providing with a positive attitude a high level of support in obtaining maintaining expanding and servicing personal accounts.
Handle and process new and renewal business endorsements and policy changes to completion
Provide Insurance quotes as requested in a timely manner.
Meet sales retention and revenue objectives.
Provide in-house customer service to clients as assigned and requested.
Check new and renewal policies for accuracy in rating typing coverages signatures and input these items accurately in the system
Maintain a suspense system to follow up on outstanding orders correspondence reports and follow up on overdue and suspense items.
Be familiar with and follow agency E&O guidelines.
Maintain electronic files in an orderly up-to-date manner.
Perform special projects at managements request.
Other duties as needed
Minimum Job Qualifications:
High School Diploma or equivalent is required.
2-5 years customer service experience required
Professional designation is a plus
Knowledge of phones call forwarding and transfer computer systems and software is required
Ability to multi-task and handle a fast-paced environment is essential
Excellent communication skills and attention to detail
Ability to read process communicate and deliver customer and vendor requests timely
Knowledge of insurance and products is essential
Ability to handle resolve or escalate customer dissatisfaction quickly and professionally
Must be eligible for bonding maintain a NY State Property and Casualty or Agents or Brokers license and any required continuing education
Starting Compensation:$20.00/hr. plus a competitive benefits package
Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.
We are an equal opportunity employer. We do not discriminate on the basis of race creed color national origin religion sex age veteran status disability genetic information gender identity or any other protected class.
Broadview FCU is committed to ensuring individuals with disabilities and/or those whohave special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process please contact us at
Required Experience:
Unclear Seniority
Employment Type
Full-Time
