What are the responsibilities and job description for the Customer Service Representative / Insurance Sales Representative position at Heather Schaefer Insurance Agency?
Location: Huntington, NY
Company: Heather Schaefer State Farm Agency
Join Our Growing Team!
We’re looking for a motivated, customer-focused professional who enjoys building relationships and helping people protect what matters most. This role is approximately 60% customer service and 40% sales, making it ideal for someone who excels at both servicing existing clients and identifying opportunities to provide additional value.
What You’ll Do
- Deliver exceptional service to existing policyholders by phone, email, and in person.
- Assist clients with policy changes, billing questions, claims guidance, and coverage reviews.
- Build lasting relationships through proactive communication.
- Identify customer needs and recommend appropriate insurance products.
- Cross-sell Auto, Home, Life, and other insurance products.
- Generate quotes, follow up on leads, and help grow the agency.
- Maintain accurate client records and documentation.
- Work collaboratively with a positive, team-oriented office.
Qualifications
- Insurance industry experience is required.
- Property & Casualty License preferred (or ability to obtain quickly).
- Life & Health License is a plus.
- Strong communication and interpersonal skills.
- Excellent organizational and multitasking abilities.
- Comfortable using computers and learning new software.
- Positive attitude, dependable, and self-motivated.
- Sales experience and a passion for helping customers are highly valued.
What We Offer
- Full-time, Monday-Friday schedule.
- Competitive base salary plus commission opportunities.
- Paid training and ongoing professional development.
- Paid time off and holidays.
- Supportive, family-oriented team environment.
- Opportunity for career growth within a successful agency.
If you’re an experienced insurance professional who enjoys delivering outstanding customer service while helping clients find the right coverage, we’d love to hear from you!
Salary : $20 - $25