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Customer Service Representative - Experience Required
Job
Both, Branch & Hendrix, Inc.
Olean, NY (In Person)
$40,000 Salary, Full-Time
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Job Description
Personal Insurance Customer Service Representative (CSR)
Location:
Both, Branch & Hendrix Inc, 128 S Union St, OleanNY 14760
Job Type:
Full-Time About Us Both, Branch & Hendrix is an independent insurance agency committed to delivering exceptional service and building long-term relationships with our clients. We offer personal and commercial insurance products and pride ourselves on responsiveness, expertise, and professionalism. Position Overview We are seeking a detail-oriented and client-focused Personal Insurance Customer Service Representative (CSR) to support our service team. This role serves as a primary point of contact for clients, assisting with policy servicing, billing inquiries, claims support, and coverage questions while helping ensure an exceptional client experience. Key Responsibilities- Respond to client inquiries regarding policies, coverage, billing, and claims in a timely and professional manner.
- Process policy changes, endorsements, renewals, and cancellations
- Assist clients with claims reporting and follow-up as needed
- Review policies with clients and explain coverage details clearly
- Maintain accurate documentation of all client interactions and transactions
- Coordinate with carriers, underwriters, and internal team members
- Identify cross-sell and account-rounding opportunities when appropriate Qualifications
- 1-3+ years of customer service experience (insurance experience preferred)
- Property & Casualty license (or willingness to obtain within a set timeframe)
- Strong understanding of insurance products and policy structures is a plus
- Excellent communication and interpersonal skills
- Strong organizational skills and attention to detail
- Ability to manage multiple tasks and prioritize effectively
- Proficiency with Microsoft Office and agency management systems Preferred Skills
- Experience in an independent agency environment
- Familiarity with carrier portals and AMS/CRM platforms
- Ability to explain complex policy details in simple, client-friendly terms Compensation & Benefits
- Competitive salary based on experience, range $38k to $42k
- Health insurance
- Retirement plan with employer match
- Paid time off and holidays
- Ongoing training and professional development
- References must be included with submission of resume. Resumes without references may not be considered.