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Licensed Customer Service Representative

   Closing Date: Aug. 31, 2016

Job Location: Capital Region - Albany County
Employment Type:Full Time
Benefits:SEFCU Insurance Agency offers a comprehensive benefits package that includes partially paid health and dental insurance, flexible spending accounts, 401(k) with employer match, educational assistance, and a fun place to work!


This exciting opportunity is a part of our SEFCU Insurance Agency!
Identifies, contacts, and develops prospective clients, and oversees clients’ business in the personal lines of insurance, following SEFCU and NYS practices. The position is responsible for providing prompt, accurate, courteous service to customers, producers and company personnel. Assist in the planning, organizing, staffing, and operating activities of the personal lines division within assigned territory. Create and maintain sales, service, and quality standards.


•Growing and developing talents and insurance knowledge to 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 personal lines business.
•Provide personal lines quotes.
•Meet sales and revenue objectives.
•Provide in-house customer service to clients as assigned and requested.
•Market new business, determine premiums, prepare and present proposals to clients and maintain underwriting and marketing information by carrier.
•Check new and renewal policies for accuracy in rating, typing, coverages, signatures, and input these transactions to generate billing invoices.
•Ensure that these items are delivered and/or mailed to client.
•Receive phone calls from clients and companies regarding insurance, claims, or administrative problems, and comply with the request and/or refer to the Producer only when necessary.
•Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
•Be familiar with and follow agency E&O guidelines.
•Maintain electronic and/or paper files in an orderly, up-to-date manner.
•Perform special projects at management’s request.
•Other duties as needed.


•A High school diploma or general education degree (GED) is required. An Associate’s degree is preferred.
•Licensed preferred but not necessary if you have at least 2-3 years customer service experience in a high volume fast paced environment
•Must be able to multi task and handle a fast paced environment.
•Outstanding interpersonal skills, demonstrated sales ability, attention to detail, and strong computer processing and math skills are a must.
•Have the desire to be part of a fun team looking to make a difference in the lives of our members and communities!
• Your ability to be bonded is required

SEFCU Insurance Agency offers a comprehensive benefits package that includes partially paid health and dental insurance, flexible spending accounts, and 401(k) with employer match.

Apply online at
Or send resume to:
SEFCU Human Resources
700 Patroon Creek Boulevard
Albany, NY 12206
FAX: 518-464-5363

We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, or any other protected class.
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