Customer Service Representative at COSTAS & TATE INSURANCE AGENCY INC | Village of New Paltz, New York, US | Rezi

Customer Service Representative at COSTAS & TATE INSURANCE AGENCY INC

Customer Service Representative

COSTAS & TATE INSURANCE AGENCY INC · Village of New Paltz, New York, US

3 weeks ago

Customer Service Representative

COSTAS & TATE INSURANCE AGENCY INC · Village of New Paltz, New York, US

24 days ago
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About the Role

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

Requirements

  • 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

Skills

  • Customer service
  • Time management
  • Microsoft Office

Education Level

  • High school diploma/GED
  • Bachelor’s degree preferred

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