Commercial Lines Insurance Customer Service Consultant (Credit Union)

Commercial Lines Customer Service Consultant

InsureOne, a part of Confieone of the largest privately owned insurance brokerages in the United Stateshas 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, part of Confie, which has been ranked as #1 in Insurance Journal's annual Top 50 Personal Lines Agency for the tenth consecutive year in 2025.

What We Offer:

• Competitive compensation structure
• No weekends
• Hybrid flexibility for top performers* after 90 days
• Pay differential for Spanish speaking agents
• Paid training
• 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
• Annual incentive trip for top performers
• 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.

*Top performers are considered to be those agents hitting individual metrics for three consecutive months

Pay range for a licensed Commercial Lines Customer Service Consultant is $56,160 - $66,560 /year (DOE)

Location: Onsite at 30 Waterside Dr. Farmington, CT 06032 with hybrid potential

Shift: 9am - 6pm EST

The Credit Union Service Consultant will focus on servicing and retaining an existing book of Commercial lines business, advising clients on coverages, as well as completing endorsements and cancellations, managing retention, and policy issuance for our clients. This role also places a focus on service and sales, as we encourage our Service Agents to generate and sell cross-sell opportunities and analyze coverage to meet our clients' needs.

• Manage an existing book of commercial lines 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

Qualifications:

• High School Diploma
• Active Property & Casualty license
• 3+ year of insurance sales or customer service experience
• 1+ year of P&C Commercial lines insurance 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

Preferred Attributes:

• Bachelor's Degree
• Call center experience preferred
• Experience handling multi-carrier, multi-state quoting preferred
• Fluency in Spanish is welcome but not necessary