Personal Lines Customer Service Agent

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 is 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 eighth consecutive year, and the #2 spot in Insurance Journal's Top 100 Property/Casualty Agencies for 2023.What We Offer:Competitive hourly pay + performance-based bonus opportunitiesContinuous on-going training and mentorshipGrowth-oriented culture with internal promotion opportunitiesComprehensive Benefits package including medical, dental, vision, and life insuranceComprehensive 401K plan with competitive employer matchPaid time off including holidays, vacation, and personal timeAnnual incentive trip for top performersFitness 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 $15 - $17 hourly (based on experience) + performance-based bonusesWhat 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 cancelations, 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 client's needs.Manage an existing book of business, focusing on growth and retention while delivering exceptional customer serviceRoutinely conduct consultative conversations with our clients to ensure all coverage needs are addressedGenerate and sell cross-sell, referral, and up-sell opportunitiesWork 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 guidelinesMeet personal/team qualitative and quantitative service and sales targets as assignedSupport all company initiatives as requested, guided by our company's WE CARE values, sales culture, and business needsMaintain a professional demeanor in all interactions with both internal and external customersOur 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 equivalentProperty & Casualty licenseEffective and precise telephone etiquette1+ years of customer service experienceExcellent attention to detail and organizational skillsAbility to work well independently and on a teamPrecise verbal and written communication skillsAbility to work in a fast-paced environmentAbility to deliver a tailored, white-glove experience to all clientsPreferred Attributes:Bachelor's Degree or 1+ year(s) of relevant sales experienceFluency in Spanish is welcome but not required

Created: 2024-11-03