Client Services Representative

Talent Edge Recruiting · Rhinebeck, New York

FULL TIME

Job Description

About the Opportunity

Join a well-established independent insurance agency with more than 100 employees across multiple locations throughout the

Hudson Valley.

This growing organization specializes in personal, business, life, and health insurance solutions and is known for its commitment to employee development, internal promotions, and outstanding client service.

Due to retirements, internal promotions, and continued business growth, the organization is expanding its Personal Lines team and seeking several

Client Service Representatives

(CSR I and CSR II) to support a growing client base. This is an excellent opportunity for

licensed insurance professionals

looking to build a long-term career with an agency that values teamwork, ongoing learning, and career advancement.

Day to Day Responsibilities

Manage a personal lines book of business consisting of approximately 500-800 policies

Service existing personal lines accounts and support producers

Handle client inquiries regarding policy changes, renewals, coverage questions, and quotes

Review policy cancellations and terminations, taking appropriate action within established timelines

Quote new business and remarket existing accounts

Educate clients on policy coverages, exclusions, and exposure risks

Maintain accurate documentation of client and carrier communications

Build relationships that generate referrals and cross-selling opportunities

Follow up on prospects through agency systems and databases

Collaborate with carriers, clients, and internal teams to deliver exceptional service

Required Qualifications

Active Property & Casualty (P&C) License

CSR I

0-3 years of insurance experience

CSR II

3-5 years of insurance experience

Strong communication and customer service skills

Ability to multitask in a fast-paced environment

Proficiency with Microsoft Word and Excel

Comfortable learning and utilizing agency management systems

Self-motivated, organized, and detail-oriented professional with strong follow-through

Personal lines insurance agency experience

Experience working with multiple insurance carriers

Applied Epic experience

Insurance designations such as AINS or CISR (not required)

Compensation

Base salary: $50,000 - $65,000 depending on experience

35% commission on first-year agency lines

50% commission on first-year cross-sold business

Multiple advancement opportunities within the organization

Benefits

Aetna health insurance plans

Aflac supplemental coverage

AllyHealth virtual healthcare benefit with: 24/7 virtual urgent care, Mental health services, Health coaching, Prescription savings tools

401(k) plan

Profit-sharing program

Employee recognition programs

Team lunches and appreciation events

Career Growth

The organization strongly promotes from within, offering advancement paths that include

CSR I → CSR II

Account Management

Sales

Why Join?

Stable and growing organization

Collaborative, team-focused culture

Strong training and onboarding program

Opportunities for advancement

Employee recognition and appreciation initiatives

Supportive leadership that encourages professional development

Company	Talent Edge Recruiting
Location	Rhinebeck, New York
Type	FULL TIME
Niche	Enquiry clerks

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