Customer Service Representative (Insurance) - Albany or Schoharie

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 management’s 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 Agent’s or Broker’s 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 who have 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 talentacquisition@broadviewfcu.com