Customer Service Rep - Home & Auto Insurance (Insurance License Required)
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.
Our client is looking for a Customer Service Rep - Home & Auto to join their team in Canandaigua, NY
This position pays around 45k - 75k/year DOE.
Key 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
Qualifications & 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
Key Skills & Competencies
Communication:
Ability to clearly explain complex insurance concepts to clients
Problem-Solving:
Resourceful and proactive in resolving client concerns
Attention to Detail:
High level of accuracy in policy handling and documentation
Customer Focus:
Empathy, patience, and a service-first mindset
Technical & Data Proficiency:
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
Time Management:
Ability to manage multiple priorities in a fast-paced environment
Work Environment
Hybrid role based in Canandaigua, NY
Collaborative, team-oriented environment with a strong focus on client service
Department
Insurance
Locations
Canandaigua, NY
Remote status
Hybrid