Entry Level Insurance Customer Service Representative

At Doug Neil Insurance Agency in Clifton Park, New York, you will be part of a local agency that values personal service and genuine conversation. This is an entry-level opportunity for someone who enjoys helping people, stays organized, and wants to build a career in the insurance field. In this role, you will be one of the first voices customers hear when they call, and one of the first faces they see when they walk through the door. That makes your work meaningful. You will help clients get answers, keep their information accurate, and make sure the office runs in a steady, reliable way. We are looking for someone who brings a positive attitude, a willingness to learn, and a natural way of putting people at ease. If you like being helpful, keeping things in order, and growing your skills in a supportive setting, this could be a great place to start.

Answer incoming calls and greet customers in a warm, professional manner

Assist clients with policy questions, billing inquiries, and basic service requests

Support the team with scheduling, documentation, and day-to-day office tasks

Enter and update customer information accurately in agency management system

Follow up with clients to help keep accounts organized and up to date

Route more complex questions to the appropriate team member when needed

Maintain clear records and help keep the office running smoothly

Provide helpful, dependable service that leaves customers feeling positive.

Make phone calls to insurance carriers and underwriting as needed

High school diploma or equivalent

Strong verbal and written communication skills

Basic computer skills, including Microsoft Office and Gmail

Organizational skills with careful attention to detail

Ability to learn insurance products, procedures, and systems

Comfortable handling phone calls, scheduling, and customer follow-up

Professional, friendly approach with clients and coworkers

Prior customer service or office experience

Experience working in an insurance office preferred

Familiarity with agency management systems preferred

Willingness to work in a Team environment

Willingness to learn Agency Management System Ezlynx

Google Workspace

A current Property Casualty Insurance License in New York State or ability to obtain one within first year