Customer Service Representative (Insurance) - Schoharie
: Job Details :


Customer Service Representative (Insurance) - Schoharie

Broadview Federal Credit Union

Job Location : Schoharie,NY, USA

Posted on : 2025-08-21T17:13:48Z

Job Description :
The Customer Service Representative identifies, contacts, and develops prospective clients, and oversees client new business, following Broadview Insurance Agency and NYS practices. The position is responsible for providing prompt, accurate, courteous service to customers and company personnel with a primary focus on service. Essential Job Functions/ Responsibilities: Growing and developing talents and insurance knowledge to the highest level possible; providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing personal accounts. Handle and process new and renewal business, endorsements and policy changes to completion. Provide Insurance quotes as requested in a timely manner. Meet sales, retention and revenue objectives. Provide in-house customer service to clients as assigned and requested. Check new and renewal policies for accuracy in rating, typing, coverages, signatures, and input these items accurately in the system. Maintain a...Customer Service Representative, Customer Service, Insurance, Representative, Retail, Banking
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