InsureOne Insurance · 1 month ago
Personal Lines Customer Service Agent (Required to have Property & Casualty License)
Castle Rock, CO
Full-time
Onsite
Entry Level
$50K/yr - $55K/yr
1+ years expInsureOne Insurance Services America LLC is looking for a Personal Lines Customer Service Agent to join their team at CoWest Insurance Group, Inc. The role focuses on servicing and retaining an existing book of business while advising clients on coverages and managing policy issuance, with an emphasis on both service and sales.
Auto InsuranceAutomotiveInsuranceLogistics
Responsibilities
Service and retain an assigned book of business with a strong focus on growth and customer satisfaction
Manage all house accounts and process renewals independently or alongside producers
Support overflow of new business through quoting, onboarding, and client communication
Conduct coverage reviews and consultative conversations to ensure adequate protection
Identify and act on opportunities for cross-sell, up-sell, and client referrals
Resolve client inquiries related to billing, endorsements, documentation, and general policy service
Complete all required applications and carrier documentation accurately and in a timely manner
Meet assigned service and sales performance targets
Uphold the company’s WE CARE values and contribute to a collaborative team environment
Maintain professionalism in all internal and external communications
Qualification
Required
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
Dept of Insurance License
Preferred
Bachelor's Degree or 1+ year(s) of relevant sales experience
Fluency in Spanish is welcome but not required
Benefits
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
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
InsureOne Insurance
Whether you need auto, home, commercial, or life insurance, our agents are standing by to help craft policies that are just right for you.
501-1000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase