Job Title: Customer Service Representative (CSR) - Home & Auto
Location: Hybrid, Canandaigua, NY
Company: Simco Insurance Agency
Compensation: $45,000-$65,000 annually (based on experience)
Employment Type: Full-Time (Hourly)
Position Overview
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.
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
- Active NYS Personal Lines license required
- NYS Commercial Insurance license preferred
- 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
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
Simco Insurance Agency values professionalism, accuracy, and a client-first mindset. We are looking for individuals who take pride in delivering exceptional service and building lasting client relationships.