Customer Service Representative - Experience Required

Personal Insurance Customer Service Representative (CSR) Location: Both, Branch & Hendrix Inc, 128 S Union St, Olean NY 14760 Job Type: Full-Time About Us Both, Branch & Hendrix is an independent insurance agency committed to delivering exceptional service and building long-term relationships with our clients. We offer personal and commercial insurance products and pride ourselves on responsiveness, expertise, and professionalism. Position Overview We are seeking a detail-oriented and client-focused Personal Insurance Customer Service Representative (CSR) to support our service team. This role serves as a primary point of contact for clients, assisting with policy servicing, billing inquiries, claims support, and coverage questions while helping ensure an exceptional client experience. Key Responsibilities · Respond to client inquiries regarding policies, coverage, billing, and claims in a timely and professional manner. · Process policy changes, endorsements, renewals, and cancellations · Assist clients with claims reporting and follow-up as needed · Review policies with clients and explain coverage details clearly · Maintain accurate documentation of all client interactions and transactions · Coordinate with carriers, underwriters, and internal team members · Identify cross-sell and account-rounding opportunities when appropriate Qualifications · 1–3+ years of customer service experience (insurance experience preferred) · Property & Casualty license (or willingness to obtain within a set timeframe) · Strong understanding of insurance products and policy structures is a plus · Excellent communication and interpersonal skills · Strong organizational skills and attention to detail · Ability to manage multiple tasks and prioritize effectively · Proficiency with Microsoft Office and agency management systems Preferred Skills · Experience in an independent agency environment · Familiarity with carrier portals and AMS/CRM platforms · Ability to explain complex policy details in simple, client-friendly terms Compensation & Benefits · Competitive salary based on experience, range $38k to $42k · Health insurance · Retirement plan with employer match · Paid time off and holidays · Ongoing training and professional development ***References must be included with submission of resume. Resumes without references may not be considered.*** Job Type: Full-time Pay: $38,000.00 - $42,000.00 per year Experience: Customer service: 3 years (Required) Work Location: In person