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 - 60k/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

• ActiveNYS Personal Lines license required

• NYS Commercial Insurance license preferred

• Minimum2 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