Customer Service Representative- NY

About Us

Colstan and Associates is a trusted New York agency licensed in 25 states. We are committed to excellence, integrity, and adhering to the highest standards of professionalism as mandated by the New York Department of Financial Services.

Job Summary

We are seeking a highly motivated Service Representative (CSR) to join our team. You will be the primary point of contact for our clients, providing expert support and guidance on their insurance policies. The ideal candidate is a proactive problem-solver with an active New York insurance license, excellent communication skills, and a thorough understanding of New York -specific insurance rules and regulations.

Key Responsibilities

Customer Service & Support:

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.

Policy Management & Sales Support:

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

Compliance & Administration:

I 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.

Qualifications & Requirements

Required for insurance customer service role:

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.

What We Offer

Competitive hourly wage or salary based on skill sets and experience.
Comprehensive benefits package (Medical, Dental, Aflac, 401(k)).
Paid time off and company holidays.

How to Apply:

Interested candidates should submit their resume and a cover letter outlining their qualifications and New York insurance experience to al@colstan.com or call at 631-266-2800 x 104

Colstan & Associates Inc. is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.