Insurance Customer Service Representative

About Us

The Wolfson-Keegan Agency is a family-owned, independent insurance agency located in Rockland and Westchester County, NY. For over 50 years, our agency has been providing commercial and personal insurance solutions for clients in the tri-state area. We are passionate about providing prompt, accurate, and courteous service to our clients and take pride in cultivating long-term relationships with those in our community. Our team-oriented environment encourages professional growth, innovation, and collaboration. If you are driven, detail-oriented, and enthusiastic about insurance, we’d love to meet you!

Job Summary

We are seeking an experienced and client-focused full-time Customer Service Representative (CSR) to join our team. In this role, you'll work directly with clients to provide outstanding customer service, provide administrative support, and support the agency's overall operations. The ideal candidate is detail-oriented, independent, and possesses strong interpersonal skills.

Key Responsibilities

• Provide exceptional customer service, ensuring a positive experience for all clients.
• Utilize computer systems and software to manage client information and maintain accurate records.
• Participate in ongoing training and professional development to enhance skills and knowledge in the insurance field.
• Stay informed about industry trends, regulatory changes, and competitive landscape to provide informed advice to clients.
• Develop and maintain relationships with clients through regular communication and follow-ups.
• Assist management with projects as needed.

Qualifications

• 1+ years experience in customer service or administrative assistance.
• Associates degree preferred.

Knowledge and Skills

• Exceptional attention to detail with strong multitasking and prioritization skills.
• Strong verbal and written communication skills.
• Computer skills are a must! Word, Excel, and Outlook.
• Ability to work independently as well as part of a team in a dynamic environment.
• Proficiency in using CRM software and other relevant tools for managing client accounts.
• A proactive approach to problem-solving and ability to adapt to changing client needs.
• Strong commitment to high quality service delivery.
• Time management, problem solving and decision making.
• Knowledge of insurance products, usage and markets is a plus.

Work Schedule

• Monday through Friday
• 8-hour shift (9:00 AM – 5:00 PM); Early closure on Friday at 4:30 PM
• In-person role located in West Nyack, NY

Compensation & Benefits

• Salary Range: $32,000 – $38,000 per year, depending on experience
• Paid Time Off
• 12 Paid Holidays
• Health Insurance: Employer contributes a percentage toward individual plan costs
• 401(k) with 3% Safe Harbor Contribution: Eligibility after 1 year of employment
• Professional Development Reimbursement: Up to $250/year
• Paid Family Leave

To Apply: Please email your resume and cover letter to [email protected] with the subject line: "CSR Application – [Your Last Name]" Or submit your resume and cover letter securely though our website at

Equal Employment Opportunity

The Wolfson-Keegan Agency is committed to creating an inclusive environment for all employees. We value diversity and provide equal opportunities to all qualified applicants, regardless of race, religion, gender identity, age, disability, or background.

Job Type: Full-time

Pay: $32,000.00 - $38,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off

Ability to Commute:

• West Nyack, NY 10994 (Required)

Work Location: In person