Personal Lines Customer Service Agent (open to remote for California residents only + must have active Property & Casualty license)
About Us: InsureOne is part of Confie, one of the largest privately owned insurance agencies/brokers in the United States. Established over three decades ago, InsureOne has locations across the US to better serve our clients. Our knowledgeable team of insurance professionals comprises local agents who take pride in providing quality service, rates, and coverage options tailored to our clients’ individual needs. Our agents specialize in crafting a special partnership with customers to ensure a white-glove experience. Join the winning team at InsureOne Insurance Services America, part of Confie, which has been ranked as #1 on Insurance Journal's annual Top 50 Personal Lines Agencies for the ninth consecutive year, and the #1 spot in Insurance Journal’s Top 100 Property/Casualty Agencies for 2024. What We Offer:
- Competitive compensation structure
- Continuous on-going training and mentorship
- Growth-oriented culture with internal promotion opportunities
- Comprehensive Benefits package including medical, dental, vision, and life insurance
- Comprehensive 401K plan with competitive employer match
- Paid time off including holidays, vacation, and personal time
- Annual incentive trip for top performers
- Fitness perks: A corporate discount at 24-Hour Fitness makes staying active more accessible.
- Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost.
- Extra Perks: Access to disability, hospital indemnity, universal life, critical illness, and accident insurance plans. We even offer pet insurance.
The pay range for a Customer Service Agent is $43,000 - $65,000 yearly (based on experience) What You Will Do: The Customer Service Agent would focus on servicing and retaining an existing book of business, advising clients on coverages, as well as completing endorsements and cancellations, managing retention, and policy issuance for our clients. This role also places a focus on service and sales, as we encourage our Service Agents to generate and sell cross-sell opportunities and analyze coverage to meet our clients' needs.
- Manage an existing book of business, focusing on growth and retention while delivering exceptional customer service
- Routinely conduct consultative conversations with our clients to ensure all coverage needs are addressed
- Generate and sell cross-sell, referral, and up-sell opportunities
- Work with customers to provide exceptional service while resolving customer requests/concerns, such as, but not limited to, billing, endorsement, copies of insurance documents, etc.
- Completes all required applications and documentation according to carrier and company guidelines
- Meet personal/team qualitative and quantitative service and sales targets as assigned
- Support all company initiatives as requested, guided by our company’s WE CARE values, sales culture, and business needs
- Maintain a professional demeanor in all interactions with both internal and external customers
Our Ideal Candidate: We are actively seeking a motivated individual to join our high-performing customer agent team, offering unparalleled opportunities for professional growth. While prior experience in the insurance industry or agency setting is preferred, we are committed to training the right candidate. Key Attributes:
- High school or equivalent
- Property & Casualty license
- Effective and precise telephone etiquette
- 1+ years of customer service experience
- Excellent attention to detail and organizational skills
- Ability to work well independently and on a team
- Precise verbal and written communication skills
- Ability to work in a fast-paced environment
- Ability to deliver a tailored, white-glove experience to all clients
Preferred Attributes:
- Bachelor’s Degree or 1+ year(s) of relevant sales experience
- Fluency in Spanish is welcome but not required
Licenses & Certifications Required
- Dept of Insurance License
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. Apply tot his job