Customer Service Representative Trainee

The Heritage Group

Full-time Information and Record Clerks
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Location
Schenectady County, New York, United States
Posted
July 21, 2026

Job Description

We're looking for an Insurance Customer Service Representative Trainee to help our busy team! Applicants should have excellent organizational skills and come to work every day with a can-do, problem-solving attitude. Does this sound like a job youโ€™ll love? If so, apply today!

Compensation:

$40,000 - $50,000 yearly


Responsibilities:
  • Complete administrative tasks, such as DocuSign, auto ID cards, Certificates of insurance, and other clerical duties requested by team members and management.
  • Input current customer information into the database regularly, so it is readily available
  • Adjust to the needs of the company and help other insurance team members when necessary

Qualifications:
  • Solid computer skills, including basic word-processing and Microsoft Excel
  • High school diploma or GED required, Associateโ€™s Degree in business administration or related field preferred
  • Proven track record of strong or...