Customer Service Representative I (Remote-New Hartford, NY
New Hartford, Oneida County, New York, 13413, USA
Listed on 2026-08-22
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Insurance
Insurance Sales
Location: New Hartford
Customer Service Representative I
At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day:
To make people feel secure, appreciated, and respected.
Utica National Insurance Group is an "A" rated $2.0B award-winning, nationally recognized property & casualty insurance carrier.
Operating along the Eastern half of the United States, based in our Home Office in Central New York, with Regional Office locations including NYC, Dallas and Charlotte.
We are looking for a highly motivated and customer-focused individual to join our team as a Customer Service Representative I. This role will be responsible for processing new business, renewals, endorsements, as well as billing transactions, in accordance with established department policies and procedures. The ideal candidate will have previous experience in an insurance agency or company setting and be able to effectively communicate with both internal and external stakeholders.
Key responsibilities include:
- Processing new business, renewals and endorsements and billing transactions according to established department policies and procedures
- Communicating and collaborating with internal and external stakeholders in a professional manner when additional information is needed ensuring timely processing
- Maintaining detailed policy documentation and updating customer information as necessary
- Rating endorsements/transactions for multiple lines of business
- Developing and maintaining positive customer relations and coordinating with various functions within the company
- Performing pre-underwriting tasks for policy transactions based on Company processing procedures and underwriting guidelines or complete preparatory work
- Ordering reports for new business, renewal and endorsements as required such as CLUE, MVR, SOCRECARD, DADS, etc
- Maintaining acceptable productivity and quality levels established by management
- Performing all tasks with direction of supervisor
- Performing other duties as assigned
- Conforming with all corporate policies and procedures
What you will need:
- Education:
Associate's degree preferred; insurance training or basic insurance courses desirable. - Experience:
Less than 2 years in an agency or insurance company preferred. - Skills:
Strong communication, customer service, problem-solving, confidentiality, professionalism, and adaptability.
Salary range: $39,000-$50,000
The final salary to be paid and position within the internal salary range is reflective of the employee's work experience, their geographic location, education, certification(s), scope and responsibilities in the role, and additional qualifications.
We offer a comprehensive benefits plan for full time employees that include the following:
- Medical and Prescription Drug Benefit
- Dental Benefit
- Vision Benefit
- Life Insurance and Disability Benefits
- 401(k) Profit Sharing and Investment Plan (Includes annual Company financial contribution and discretionary Profit Sharing contribution based upon annual company financial results)
- Health Savings Account (HSA)
- Flexible Spending Accounts
- Tuition Assistance, Training, and Professional Designations
- Company-Paid Family Leave
- Adoption/Surrogacy Assistance Benefit
- Voluntary Benefits - Group Accident Insurance, Hospital Indemnity, Critical Illness, Legal, Protection, Pet Insurance
- Student Loan Refinancing Services
- Membership with Back-up Care, Senior Solutions
- Business Travel Accident Insurance
- Matching Gifts program
- Paid Volunteer Day
- Employee Referral Award Program
- Wellness programs
- Personal Insurance Discount
This position is a full time non exempt (overtime eligible) position.
Utica National is an Equal Opportunity Employer.
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