Job Title: Customer Service Representative (CSR) – HomeAuto
Location: Hybrid, Canandaigua, NY
Company: Simco Insurance Agency
Compensation: $45,000–$75,000 annually (based on experience)
Employment Type: Full-Time (Hourly)
Simco Insurance Agency is seeking a detail-oriented and client-focused Customer Service Representative (CSR) to support our HomeAuto (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.
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Serve as the primary point of contact for client inquiries related to coverage, billing, and claims
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Provide clear, accurate explanations of policy details, including coverage limits, exclusions, and premiums
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Process policy changes such as endorsements, renewals, cancellations, and updates to client information
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Assist clients with claims questions and provide guidance through the claims process
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Resolve client issues efficiently and professionally, ensuring high satisfaction
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Generate and present insurance quotes, including comparisons across carriers when appropriate
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Maintain accurate and detailed documentation of all client interactions within agency systems
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Work across agency management systems, carrier portals, and internal tools to ensure seamless service delivery
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Partner with producers and carriers to support client retention and account growth
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Active NYS Personal Lines license required
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NYS Commercial Insurance license preferred
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Minimum 2 years of Personal Lines insurance experience required
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Experience working with agency management systems (EZLynx preferred)
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Strong understanding of HomeAuto insurance products and coverage
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Communication: Ability to clearly explain complex insurance concepts to clients
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Problem-Solving: Resourceful and proactive in resolving client concerns
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Attention to Detail: High level of accuracy in policy handling and documentation
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Customer Focus: Empathy, patience, and a service-first mindset
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TechnicalData Proficiency:
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Strong proficiency in Microsoft Office Suite including Excel, Outlook, Word, Teams
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Ability to manage, analyze, and validate detailed client and policy data with a high degree of accuracy
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Comfortable working across multiple systems, including agency management systems and carrier portals
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Time Management: Ability to manage multiple priorities in a fast-paced environment
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Hybrid role based in Canandaigua, NY
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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.
