Commercial Lines Service Consultant (required to have an active Property & Casualty license)

InsureOne Insurance Services America LLC • Village of Ilion, NY

20d • Onsite

About The Position

InsureOne is part of Confie, a leading insurance agency/broker in the United States with a presence across the US. InsureOne has been recognized for its quality service, competitive rates, and tailored coverage options, aiming to provide a white-glove experience for its clients. The company is part of Confie, which has been ranked #1 in Insurance Journal's annual Top 50 Personal Lines Agency for ten consecutive years. This role offers opportunities for professional growth within a high-performing team.

Requirements

• Active Property & Casualty license in New York
• High school or equivalent
• 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

Nice To Haves

• Bachelor’s Degree or 1+ year(s) of relevant sales experience
• Fluency in Spanish

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

Benefits

• Competitive compensation structure
• Continuous on-going training and mentorship
• Growth-oriented culture with internal promotion opportunities
• Medical insurance
• Dental insurance
• Vision insurance
• 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
• Employee Assistance Program
• Disability insurance
• Hospital indemnity insurance
• Universal life insurance
• Critical illness insurance
• Accident insurance
• Pet insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1-10 employees