Customer Service Representative III- Team Leader

The Mehrhoff Agency
10 Station Ct, Bellport, NY 11713
$50,000 - $54,000 a year - Full-time

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Do you have a valid Personal Lines License license?


Do you have experience in Team management?

Job details

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  • $50,000 - $54,000 a year

Job type

  • Full-time

Shift and schedule

  • Day shift
  • Monday to Friday


10 Station Ct, Bellport, NY 11713

Pulled from the full job description

  • Paid time off

Full job description

Family owned and operated insurance company located in the beautiful and historic Bellport village is looking to expand their team!!!

The Customer Service Representative III- Team Leader (CSR III) is primarily responsible for the oversight of the CSR team. In addition to responsibilities performed by CSR I and CSR II, the CSR III is responsible for identifying new opportunities with customers, including but not limited to cross-sale of another product, financial services, referrals and google reviews. The CSR III is also responsible for managing the overflow of customer service needs and ensuring the CSR team is completing daily tasks on time.

Daily Responsibilities include, but not limited to:

  • Oversee/train CSR I and II
  • Responding to client requests in a timely manner via email, phone, and text
  • Request referrals
  • Use FORM to add key account notes, including utilizing color-coding system (established by agency)
  • Request Google Reviews
  • Identify client needs and opportunities for cross sale/services (products, financial consulting, etc) while working with sales team
  • Assist customers with complex billing issues
  • Escalated servicing/billing issues that may require follow up and case management with State Farm Back Office
  • Communicate client retention concerns to upper management
  • Other responsibilities as assigned by upper management


  • Personal lines license required
  • Life and Health license required
  • At least 3 years in a CSR position in the insurance industry
  • At least 1 year experience in managing a team
  • Extremely organized
  • Punctual and excellent attendance record
  • Willingness to expand knowledge
  • Think out of the box
  • Problem-Solver
  • Excellent communication skills, both verbal and written era
  • Positive and friendly demeanor
  • Self-motivated/Independent

Job Type: Full-time

Pay: $50,000.00 - $54,000.00 per year


  • Paid time off


  • Day shift
  • Monday to Friday

Work Location: In person

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