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4467

Customer Service/ Sales Representive

Posted Updated
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Job Description


At the Minnick Family Agency, we believe that insurance is about more than just paperwork; it is about looking out for the people in our own backyard here in Colonie. We have built our reputation on being the friendly, reliable faces our neighbors turn to when life gets complicated. As we continue to grow, we are looking for a Customer Service and Sales Representative who genuinely enjoys connecting with others. You won't just be processing files or taking payments here; you will be the person who listens to a client’s concerns and helps them find peace of mind. We pride ourselves on a culture that is supportive, open, and focused on helping everyone succeed. If you are someone who finds satisfaction in solving problems and building lasting relationships, you will fit right in with our team. We are not looking for a corporate robot, but rather a kind and organized person who wants to help our community thrive. Join us in making a real difference in the lives of the people who live and work right here in our community.


Benefits


  • Paid Time Off (PTO)
  • Mon-Fri Schedule

Responsibilities


Greet clients warmly as they walk into our Colonie office and help them with their insurance questions.

Review existing policies to ensure our clients have the right coverage for their current life circumstances.

Answer phone inquiries regarding billing, policy changes, and coverage explanations.

Identify gaps in coverage and present new insurance solutions that provide better protection for our families.

Prepare and process insurance applications, renewals, and endorsements accurately.

Maintain a clean and welcoming office environment for every visitor who stops by.


Requirements


New York State Property and Casualty insurance license.

Previous experience working in an insurance agency or customer-facing office environment.

Strong command of Microsoft Office suite and basic office software.

Clear and patient communication skills, both over the phone and in person.

High school diploma or equivalent.

Detail-oriented approach to maintaining accurate client records.

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See also

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