[Remote] Personal Lines Customer Service Agent (open to remote for California residents only + must have active Property & Casualty license in CA)
Note: The job is a remote job and is open to candidates in USA. InsureOne Insurance, part of Confie, is one of the largest privately owned insurance agencies in the United States. They are seeking a Personal Lines Customer Service Agent to manage a book of business, provide exceptional customer service, and generate sales opportunities while focusing on client retention and satisfaction.
Responsibilities
- 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
Skills
- 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
- Bachelor's Degree or 1+ year(s) of relevant sales experience
- Fluency in Spanish is welcome but not required
Benefits
- 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.
Company Overview