Hybrid Customer Service Agent (Required to have an active Property & Casualty license) bei InsureOne Insurance Services America

About Us:

InsureOne has arrived in Farmington!

We are excited to bring our trusted insurance services to the Farmington community. InsureOne, a part of Confie—one of the largest privately owned insurance brokerages in the United States—has been serving clients for over 30 years, with a growing network of locations across the country.

Our team consists of local, knowledgeable insurance professionals who take pride in delivering exceptional service, competitive rates, and personalized coverage options. We are committed to building lasting relationships with our clients, providing a white-glove experience that prioritizes their individual needs.

Join the winning team at InsureOne Insurance Services America, proudly ranked #1 on Insurance Journal’s Top 50 Personal Lines Agencies for the ninth consecutive year, and recently named #1 on Insurance Journal’s Top 100 Property/Casualty Agencies for 2024.

What We Offer:

• 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

The pay range for the Customer Service Agent is $43,680 - $52,000+ yearly

The role will be based onsite at 30 Waterside Dr, Ste 201, Farmington, CT 06032.

What You Will Do:

InsureOne is seeking a driven and customer-focused Customer Service Agent to join our growing team. In this role, you will be responsible for servicing and retaining an existing book of business by advising clients on coverage options, processing policy changes and cancellations, managing renewals, and ensuring accurate policy issuance. This position blends service and sales, encouraging agents to identify cross-sell opportunities and tailor insurance solutions to meet each client’s unique needs. If you are passionate about delivering exceptional customer experiences and want to grow with a nationally recognized organization, we invite you to apply today.

Candidates must hold an active Property & Casualty license to qualify for this position.

• 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

Key Attributes:

• 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

Preferred Attributes:

• Bachelor’s Degree or 1+ year(s) of relevant sales experience
• Fluency in Spanish is preferred but not required

PBU