Job Overview
Confidential (Registered Users Only) has served individuals and families throughout New York since 1997, building its agency around trust, service, and long-term relationships. Our team works collaboratively, supports one another, and takes pride in doing what is right for our clients, carriers, and coworkers. Here, you’ll work within a team that uses daily huddles, weekly planning, coaching, call reviews, and ongoing training to help everyone improve. Your work will combine inbound sales, customer service, outbound follow-up, and account reviews while you build valuable insurance and communication skills. Employees value the supportive team environment, continuous development, and meaningful career opportunities available here.
As an Insurance Customer Service Rep, you’ll handle inbound sales and service calls while following up with prospective and existing customers by phone, text, and email. You’ll work with customers to understand their needs, recommend appropriate coverage, and identify cross-sell and bundling opportunities. This role offers structured training, ongoing coaching, warm leads, and a clear path to senior sales and leadership roles.
- Base salary is $40,000 to $55,000 based on experience
- Health insurance, 401(k), PTO, and paid holidays
- Flexible schedule with professional development
- Career growth with structured training and mentorship
Build your insurance career with a team that invests in your development and gives you a clear path to advancement. Apply today!
Salary Range: $40,000.00 - $55,000.00 per year
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)Flexible Schedule
Health Insurance
Hands on Training
Career Growth Opportunities
Retirement Plan
Bonus Opportunities
Warm Leads Provided
Holidays Off
Paid Holidays
401k Plan
Professional Development
Advancement Opportunities
Mentorship
Continuing Education Opportunities
Ongoing Training Seminars
Performance Bonuses
Paid Volunteer Days
Professional Work Environment
Team Building Activities
Office Snacks and Coffee
Pet-Friendly Office
Paid Sick Leave
Family Leave
Personal Workspace
Active Community Involvement
Requirements
- An active Property & Casualty license is required
- Bilingual Spanish and English is a strong plus
- Strong communication skills across phone, text, and email.
- Sales aptitude and confidence in asking for the sale.
- Customer-focused approach to every interaction.
- Strong relationship-building and interpersonal skills.
- Organized with excellent follow-through.
- Comfortable learning technology and managing multiple applications.
Responsibilities
- Handle inbound sales and service calls professionally.
- Follow up with prospects through phone, text, and email.
- Identify cross-sell and bundling opportunities.
- Support customers with policy and billing questions.
- Conduct outbound account reviews and retention calls.
- Maintain accurate customer records and activity documentation.