What are the responsibilities and job description for the Entry Level Insurance Customer Service Representative position at Doug Neil Insurance Agency?
Job Overview
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.
Salary Range: $40,000.00 - $45,000.00 per year
Benefits
Annual Base Salary Commission Bonus Opportunities
Mon-Fri ScheduleCareer Growth Opportunities
Requirements
High school diploma or equivalent
Strong verbal and written communication skills
Basic computer skills, including Microsoft Office and email
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 preferred
Experience working in an insurance office preferred
Familiarity with agency management systems preferred
Responsibilities
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 systems
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 cared for
About Us
Benefits:
Vacation & Paid Time Off, 401K Plan, Paid HolidaysSalary : $40,000 - $45,000