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Insurance Customer Service Representative

Robert Half
Troy, NY
On-site

About this role

Insurance Follow-Up Specialist

Robert Half is partnering with a well-established, family-owned insurance agency that has served the Capital Region for over a century to help identify an Insurance Customer Service Representative.

This is an excellent opportunity to join a close-knit team known for its exceptional customer service, strong community presence, and long-tenured employees. We're looking for someone who enjoys helping people, thrives in a busy office environment, and can bring a calm, reassuring approach to every customer interaction.

What You'll Do

  • Answer incoming calls regarding insurance policies, billing, renewals, and claims

  • Process policy changes, renewals, cancellations, and account updates

  • Assist customers with claims-related questions and updates

  • Explain coverages, deductibles, premiums, and policy details

  • Resolve customer concerns with professionalism, patience, and empathy

  • Accurately document customer interactions and policy activity

  • Welcome and assist walk-in customers

  • Support daily office operations and provide exceptional customer service

  • What We're Looking For

  • Strong customer service and communication skills

  • Experience in a professional office environment

  • Ability to multitask, prioritize, and stay organized

  • Strong attention to detail and accuracy

  • Comfortable managing time-sensitive requests and changing priorities

  • Ability to learn insurance terminology and systems quickly

  • The Ideal Personality

The right person is someone who genuinely enjoys helping others and can build trust with customers during important life events. We're looking for someone who brings:

  • Empathy, patience, and understanding

  • A calm, reassuring, and professional demeanor

  • Strong listening skills

  • Kindness and a service-oriented mindset

  • Confidence, accountability, and follow-through

  • Why This Opportunity Stands Out

  • Join a respected, third-generation family-owned business

  • Over 100 years of stability and community presence

  • Close-knit team with exceptional employee tenure

  • Opportunity to learn and grow within the insurance industry

  • Potential for long-term or temp-to-hire employment for the right individual

  • Onsite parking provided

  • If you're ready to bring your customer service skills to a stable, welcoming team that values professionalism, kindness, and putting customers first, we'd love to hear from you!

  • Previous experience in customer service, preferably in an insurance, office, or other client-facing environment.

  • Strong written and verbal communication skills with the ability to listen carefully and respond with professionalism and empathy.

  • Demonstrated attention to detail and solid organizational skills when handling documentation and account updates.

  • Ability to manage multiple priorities effectively in a fast-paced setting while maintaining accuracy.

  • Comfortable responding to time-sensitive customer needs and resolving issues with patience and composure.

  • Capacity to learn insurance terminology, workflows, and related systems quickly.

  • A trustworthy, service-oriented approach with the ability to build positive long-term relationships with customers.

  • Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

  • Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

  • All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

  • © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use and Privacy Notice.

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