Customer Service Representative (Insurance) - Albany or Schoharie

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.

• 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 management's request.

• Other duties as needed

• 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 Agent's or Broker's license and any required continuing education