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About the Role
Our client is looking for a Customer Service Rep - Home & Auto to join their team in Canandaigua, NY.
Responsibilities
- Serve as the primary point of contact for client inquiries related to coverage, billing, and claims
- Provide clear, accurate explanations of policy details, including coverage limits, exclusions, and premiums
- Process policy changes such as endorsements, renewals, cancellations, and updates to client information
- Assist clients with claims questions and provide guidance through the claims process
- Resolve client issues efficiently and professionally, ensuring high satisfaction
- Generate and present insurance quotes, including comparisons across carriers when appropriate
- Maintain accurate and detailed documentation of all client interactions within agency systems
- Work across agency management systems, carrier portals, and internal tools to ensure seamless service delivery
- Partner with producers and carriers to support client retention and account growth
Requirements
- Active NYS Personal Lines license required
- NYS Commercial Insurance license preferred
- Minimum 2 years of Personal Lines insurance experience required
- Experience working with agency management systems (EZLynx preferred)
- Strong understanding of Home & Auto insurance products and coverage
Skills
- Ability to clearly explain complex insurance concepts to clients
- Resourceful and proactive in resolving client concerns
- High level of accuracy in policy handling and documentation
- Empathy, patience, and a service-first mindset
- Strong proficiency in Microsoft Office Suite including Excel, Outlook, Word, Teams
- Ability to manage, analyze, and validate detailed client and policy data with a high degree of accuracy
- Comfortable working across multiple systems, including agency management systems and carrier portals
- Ability to manage multiple priorities in a fast-paced environment
Location
- Canandaigua, NY
Work Type
- Hybrid
Experience Level
- 2 years of Personal Lines insurance experience
Salary/Compensations
- 45k - 75k/year DOE
About the Company
- Yeti to Work is a recruiting company established in 2017 with the goal to work with businesses to help drive the success of their company by providing them with hardworking candidates who are motivated and driven.
- Our team provides quality recruiting services along with employee screening to help find the best candidates for the job.