Customer Service Representative I

Utica National Insurance Group

Customer Service Representative processing new business, renewals, and endorsements for Utica National Insurance Group. Communicates with stakeholders and maintains detailed policy documentation with professional standards.

Posted 6/18/2026full-timeRemote • New York • 🇺🇸 United StatesJuniorMid-Level💰 $39,000 - $50,000 per yearWebsite

About the role

Key responsibilities & impact

Process new business, renewals, and endorsements and billing transactions according to established department policies and procedures
Communicates and collaborates with internal and external stakeholders in a professional manner when additional information is needed ensuring timely processing
Maintains detailed policy documentation and updates customer information as necessary
Rate endorsements/transactions for multiple lines of business
Develops and maintains positive customer relations and coordinates with various functions within the company
Perform pre-underwriting task for policy transactions based on Company processing procedures and underwriting guidelines or complete preparatory work
Order reports for new business, renewal and endorsements as required such as CLUE, MVR, SOCRECARD, DADS, etc
Maintain acceptable productivity and quality levels established by management
Perform all tasks with direction of supervisor
Performs other duties as assigned
Conforms with all corporate policies and procedures

Requirements

What you’ll need

Associate’s degree preferred; insurance training or basic insurance courses desirable.
Less than 2 years in an agency or insurance company preferred.
Strong communication, customer service, problem-solving, confidentiality, professionalism, and adaptability.

Benefits

Comp & perks

Medical and Prescription Drug Benefit
Dental Benefit
Vision Benefit
Life Insurance and Disability Benefits
401(k) Profit Sharing and Investment Plan
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, ID Theft Protection, Pet Insurance
Student Loan Refinancing Services
Care.com 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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

policy documentationbilling transactionspre-underwriting tasksrate endorsementscustomer information updatesreport orderinginsurance processing proceduresunderwriting guidelines

Soft Skills

communicationcustomer serviceproblem-solvingconfidentialityprofessionalismadaptability

Certifications

Associate’s degreeinsurance trainingbasic insurance courses