Customer Care Representative – Personal Insurance

This is a fully remote position, open to applicants in New York.

📋 Description

• Responds to all incoming phone calls in a timely and professional manner, documenting each call according to departmental guidelines.

• Recognizes and addresses inquiries or issues raised by insured clients in a way that meets or surpasses client service expectations.

• Delivers precise information to insured individuals in line with company policies or conducts research as needed (e.g., utilizing computerized systems to confirm coverage, payment status, etc.).

• Promptly informs supervisors of any escalated issues, service errors, or unusual occurrences to ensure swift resolution.

• Gathers comparative quotes for personal lines insurance (such as automobile, homeowners, renters, etc.) and presents them to insured clients.

• Reviews insurance applications for correctness and inputs new insured clients into the computerized system.

• Monitors new business pending files by date and follows up with carriers if policies are not received in a timely manner.

⛳️ Requirements

• High school diploma or equivalent general education degree (GED).

• A minimum of 2 years of experience in customer service and/or sales, ideally within the insurance sector, or an equivalent mix of education and experience.

• Proven proficiency in using computers, including MS Outlook, Word, and Excel.

• Possession of a NYS Property & Casualty or Personal Lines license, or the capability to obtain one within 90 days of employment.

🏝️ Benefits

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with employer matching.

• Opportunities for professional development and career advancement.

• Flexible working hours and the possibility of remote work.