[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.ResponsibilitiesManage 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, etcCompletes 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 customersSkillsHigh 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 clientsBachelor's Degree or 1+ year(s) of relevant sales experienceFluency in Spanish is welcome but not requiredBenefitsComprehensive 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.Company OverviewWhether you need auto, home, commercial, or life insurance, our agents are standing by to help craft policies that are just right for you. It was founded in 2008, and is headquartered in Huntington Beach, California, USA, with a workforce of 501-1000 employees. Its website is http://insureone.com.



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