Customer Service Associate

Sluiter Agency, Inc. is seeking a customer service associate for the front desk. If you are an organized, detail-oriented, customer-focused professional able to manage multiple priorities and who will make a great first impression on our clients and provide the highest level of service to clients and co-workers alike, we want to hear from you.

Job Details:

• Pay – $40,000 - $50,000 a year (dependent upon experience)
• Full Time
• 8:30 – 4:30 Monday to Friday
• Work Location – In Person

Your responsibilities will include:

• Serving as first point of contact for client inquiries via phone, email, and in person
• Helping us keep our office attractive and welcoming.
• Ordering, organizing and managing supplies
• Managing the mail and distributing email to your teammates.
• Creating, preparing, and proofreading correspondence.
• Filing, scanning and maintaining records.
• Assisting with data entry, ordering supplies, etc.
• Coordinating with insurance carriers to resolve client issues
• Ensuring documentation of every client interaction is complete and accurate
• Maintaining confidentiality of client information
• Monitoring carrier requests and outstanding documentation
• Assisting producers and account managers with day-to-day service activities
• Assisting clients with billing and payments
• Processing policy correspondence and changes
• Issuing ID cards and other policy documentation
• Following agency procedures and insurance regulations
• Providing backup coverage for routine operational tasks across policies during PTO,

absences or workload spikes

Requirements:

• Must be conscientious, helpful, well-organized and have a fun and caring nature.
• Must possess excellent verbal and written communication skills and enjoy working

with people.

• Must possess exceptional organizational and time management skills and be capable

of prioritizing multiple tasks

• Must possess problem-solving and critical-thinking skills
• Must be able to work independently and collaboratively
• Must possess a High School Diploma or equivalent
• Must possess a New York Property & Casualty License (or the ability to obtain within

90 days of hire)

• Must continuously improve insurance knowledge through company paid training
• Must demonstrate teamwork and a positive attitude
• Must maintain a high level of accuracy
• Must deliver exceptional customer service and professionalism
• Must be comfortable with frequent telephone and computer use
• Microsoft Office Word/Outlook experience

Preferred:

• Associates Degree or Higher
• Experience in an independent insurance agency
• Agency Management Systems Experience
• Electronic document management systems experience
• Insurance carrier websites and portals experience
• 1 – 3 years customer-facing experience

Benefits include:

• Fair salary commensurate with experience/qualifications.
• Paid Time Off
• Comprehensive health insurance plan
• Group Life Insurance
• Simple IRA plan with 3% employer match
• Paid, educational opportunities and ability to grow within agency