Customer Service Representative (Personal Lines Insurance)

Job Opportunity At InsureOne

InsureOne is part of Confie, one of the largest privately owned insurance agencies/brokers in the United States. Established over three decades ago, InsureOne has locations across the US to better serve our clients.

Our knowledgeable team of insurance professionals comprises local agents who take pride in providing quality service, rates, and coverage options tailored to our clients' individual needs. Our agents specialize in crafting a special partnership with customers to ensure a white-glove experience.

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
• Paid training
• Licensing assistance (free licensing course and state exam scheduling provided)
• Continuous on-going development and mentorship
• Growth-oriented culture with fast advancement potential
• 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.

Pay Details:

The pay rate for an Unlicensed Trainee is $21/hr

Once licensed, the pay range for a Customer Service Consultant is $47,840 - $56,160/yr + performance-based bonuses

Location:

100% Onsite at 400 North Tustin Ave, Santa Ana, CA 92705

What You Will Do:

The Customer Service Consultant would support our partnership with First Entertainment Credit Union by servicing and retaining an existing book of 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 Consultant to generate and sell cross-sell opportunities and analyze coverage to meet our clients' needs.

• 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

Our Ideal Candidate:

We are actively seeking a motivated individual to join our high-performing customer agent team, offering unparalleled opportunities for professional growth. While prior experience in the insurance industry or agency setting is preferred, we are committed to training the right candidate.

Key Attributes:

• High School Diploma
• The willingness to obtain a P&C license within 45-60 days of hire (we provide the licensing course)
• 1+ year of sales or service experience
• Call Center experience, Retail Banking, or Credit Union experience helpful
• Strong problem solving, follow-up, and close-orientation
• Excellent attention to detail, multi-tasking 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
• Insurance Sales or Service experience
• Experience handling multi-carrier, multi-state quoting preferred
• Fluency in Spanish is welcome but not necessary

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.