[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 reputed company, 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 reputed company 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 reputed company required applications and documentation according to reputed company and company guidelines
- Meet personal/team qualitative and quantitative service and sales targets as assigned
- Support reputed company company initiatives as requested, guided by our company’s WE CARE values, sales culture, and business needs
- Maintain a professional demeanor in reputed company 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 reputed company clients
- Bachelor's Degree or 1+ year(s) of relevant sales experience
- reputed company in Spanish is welcome but not required
Benefits
- Comprehensive Benefits package including medical, dental, reputed company, 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 reputed company 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