Colstan & Associates Inc. · 21 hours ago
Customer Service Representative- NY
West Babylon, NY
Full-time
Onsite
Senior Level
6+ years expColstan and Associates is a trusted New York agency licensed in 25 states, committed to excellence and professionalism. They are seeking a highly motivated Customer Service Representative to be the primary point of contact for clients, providing expert support on insurance policies and ensuring compliance with New York-specific regulations.
Auto InsuranceCommercial InsuranceFinancial ServicesHealth InsuranceInsuranceProperty Insurance
Hiring Manager
Sally Shahin
Responsibilities
Serve as the primary point of contact for customer inquiries via phone, email, and chat regarding policy coverage, billing questions, claims, and general account management
Provide accurate and timely information to customers, explaining complex insurance concepts and New York-specific requirements (e.g., PIP, windstorm, flood) in clear, easy-to-understand language
Process policy changes, endorsements, renewals, and cancellations efficiently and accurately in compliance with Florida statutes
Assist customers with billing and payment inquiries, set up payment plans, and process payments
Conduct thorough policy reviews to ensure customers have appropriate coverage, meeting their requirements, and identify opportunities for account rounding
Maintain up-to-date and detailed customer records in the agency management system
Adhere strictly to all rules and regulations set forth by the Department of Financial Services (DFS)
Maintain an active New York P& C license
Perform other administrative tasks as needed to support team goals and ensure office efficiency
Qualification
Required
A Property and Casualty insurance license
Minimum of 6 years of experience in an insurance customer service role, preferably within New York
Proven experience with insurance agency management systems and Microsoft Office Suite
Working knowledge of New York insurance laws, regulations, and coverage nuances
Exceptional interpersonal, verbal, and written communication skills
Strong active listening and problem-solving abilities
High level of accuracy, attention to detail, and organizational skills
Ability to handle sensitive and confidential information with discretion
Benefits
Comprehensive benefits package (Medical, Dental, Aflac, 401(k))
Paid time off and company holidays.
Company
Colstan & Associates Inc.
Colstan & Associates is an Insurance Agency that strives to meet the varying needs of our clients and provide top quality service and coverage at affordable rates.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase