InsureOne Insurance · 3 weeks ago
Customer Service Agent (Required to have an active Property & Casualty license)
Farmington, CT
Full-time
Onsite
Entry Level
$44K/yr - $52K/yr
1+ years expInsureOne Insurance Services America LLC is a part of Confie, one of the largest privately owned insurance brokerages in the United States, and is committed to delivering exceptional service in the Farmington community. The Customer Service Agent will manage an existing book of business, advising clients on coverage options, processing policy changes, and ensuring accurate policy issuance while focusing on customer retention and growth.
Auto InsuranceAutomotiveInsuranceLogistics
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
Qualification
Required
An active Property & Casualty license is required for consideration
High school diploma or equivalent
1+ years of experience in insurance sales or customer service
Proven success in generating new business, retaining existing clients, and cross-selling additional lines of insurance
Strong attention to detail and excellent organizational abilities
Ability to work both independently and collaboratively within a team
Clear, concise verbal and written communication skills
Capacity to excel in a fast-paced, dynamic environment
Skilled in delivering a personalized, white-glove client experience
Dept of Insurance License
Preferred
Bachelor's Degree or 1+ year(s) of relevant sales experience
Fluency in Spanish is preferred but not required
Benefits
Ongoing training and mentorship to support personal and professional growth
Growth-oriented culture with internal promotion opportunities
Comprehensive benefits package including medical, dental, vision, and life insurance
401(k) plan with competitive employer match to help you plan for the future
Paid time off including holidays, vacation, and personal time
Annual incentive trip for top performers
Fitness perks with a corporate discount at 24-Hour Fitness to support a healthy lifestyle
Employee Assistance Program offering confidential support for personal or professional challenges at no cost
Extra perks including access to disability, hospital indemnity, critical illness, accident, and universal life insurance plans, as well as 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