H&A CSR

Job Title: Customer Service Representative (CSR) – Home & Auto
Location: Hybrid, Canandaigua, NY
Company: Simco Insurance Agency
Compensation: $45,000–$75,000 annually (based on experience)
Employment Type: Full-Time (Hourly)

Position Overview

Simco Insurance Agency is seeking a detail-oriented and client-focused Customer Service Representative (CSR) to support our Home & Auto (Personal Lines) business. This role is essential in delivering an exceptional client experience by managing day-to-day service needs, maintaining strong relationships, and ensuring policy accuracy and responsiveness.

Key Responsibilities

• Serve as the primary point of contact for client inquiries related to coverage, billing, and claims
• Provide clear, accurate explanations of policy details, including coverage limits, exclusions, and premiums
• Process policy changes such as endorsements, renewals, cancellations, and updates to client information
• Assist clients with claims questions and provide guidance through the claims process
• Resolve client issues efficiently and professionally, ensuring high satisfaction
• Generate and present insurance quotes, including comparisons across carriers when appropriate
• Maintain accurate and detailed documentation of all client interactions within agency systems
• Work across agency management systems, carrier portals, and internal tools to ensure seamless service delivery
• Partner with producers and carriers to support client retention and account growth

Qualifications & Requirements

• Active NYS Personal Lines license required
• NYS Commercial Insurance license preferred
• Minimum 2 years of Personal Lines insurance experience required
• Experience working with agency management systems (EZLynx preferred)
• Strong understanding of Home & Auto insurance products and coverage

Key Skills & Competencies

• Communication: Ability to clearly explain complex insurance concepts to clients
• Problem-Solving: Resourceful and proactive in resolving client concerns
• Attention to Detail: High level of accuracy in policy handling and documentation
• Customer Focus: Empathy, patience, and a service-first mindset
• Technical & Data Proficiency:
  • Strong proficiency in Microsoft Office Suite including Excel, Outlook, Word, Teams
  • Ability to manage, analyze, and validate detailed client and policy data with a high degree of accuracy
  • Comfortable working across multiple systems, including agency management systems and carrier portals
• Time Management: Ability to manage multiple priorities in a fast-paced environment

Work Environment

• Hybrid role based in Canandaigua, NY
• Collaborative, team-oriented environment with a strong focus on client service

Simco Insurance Agency values professionalism, accuracy, and a client-first mindset. We are looking for individuals who take pride in delivering exceptional service and building lasting client relationships.