Insurance Customer Service Representative

A prominent insurance company based in Buffalo, New York, is seeking a dedicated Insurance Customer Service Representative to manage a portfolio of clients, providing exceptional service and support throughout the entire policy lifecycle. This position requires strong experience in customer service, insurance systems, and claims coordination, with a focus on maintaining positive client relationships. The ideal candidate will thrive in a fast-paced, collaborative environment, managing both administrative and client-facing tasks while contributing to a supportive team culture. The role offers opportunities for professional growth within a well-established organization.

Salary Range: $45,000 - $60,000 / year DOE

Commercial Lines CSR Responsibilities

• Manage a client portfolio of commercial lines accounts, handling inquiries, renewals, claims, and documentation
• Serve as the primary point of contact for client service needs, ensuring seamless communication and resolution of issues
• Facilitate renewal processes and collaborate with insurance carriers and underwriters to meet client requirements
• Enter and maintain accurate client information in the agency management system
• Support claims processes by assisting insured clients with filing, follow-ups, and coordination with adjusters
• Provide quotes for renewal or re-written policies to optimize client coverage and satisfaction
• Stay informed on market trends and continuously enhance customer service skills through ongoing education and training
  
  

Commercial Lines CSR Requirements

• Prior experience in the insurance industry, particularly in agency service roles
• Familiarity with insurance-based agency management systems
• Commercial lines and multi-line experience strongly preferred
• New York State Insurance Broker License required
• Strong organizational skills, attention to detail, and the ability to work independently
• A customer-focused mindset with excellent communication and interpersonal skills
  
  

Benefits

• Hybrid flexibility
• Monday - Friday, 8:30-5:00 pm work hours
• Discretionary bonus
• Medical (60-70% covered), voluntary dental and vision plans
• 401(k)
• 2 weeks of vacation, 1 week of paid sick leave (PTO), and paid holidays
• Long-term care benefits and a supportive, team-oriented workplace culture
  
  

Apply now!