Customer Service Representative (CSR) – Home & Auto

SimcoHR • Town of Canandaigua, NY

3d • Hybrid

About The Position

Simco Insurance Agency is seeking a detail-oriented and client-focused Customer Service Representative (CSR) to support our Home & Auto (Personal Lines) business. This role is essential in delivering an exceptional client experience by managing day-to-day service needs, maintaining strong relationships, and ensuring policy accuracy and responsiveness.

Requirements

• Active NYS Personal Lines license required
• Minimum 2 years of Personal Lines insurance experience required
• Experience working with agency management systems (EZLynx preferred)
• Strong understanding of Home & Auto insurance products and coverage
• 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

Nice To Haves

• NYS Commercial Insurance license preferred

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed