Customer Service Agent (required to have Property & Casualty License as an Agent, NOT Adjuster)
Posted 2025-05-18About Us:
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 is 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 Insurance Services America, part of Confie, which has been ranked as #1 on Insurance Journal's annual Top 50 Personal Lines Agencies for the eighth consecutive year, and the #2 spot in Insurance Journal's Top 100 Property/Casualty Agencies for 2023.
What We Offer:
Competitive hourly pay + performance-based bonus opportunities
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.
The pay range for a Customer Service Agent is $21 - $25 hourly (based on experience) + performance-based bonuses
What You Will Do:
The Customer Service Agent would focus on servicing and retaining an existing book of business, advising clients on coverages, as well as completing endorsements, and cancelations, 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 client's 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 Texas Service Center 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 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 all clients
Preferred Attributes:
Bachelor's Degree or 1+ year(s) of relevant sales experience
Fluency in Spanish is preferred but not required
PBU
Apply Job!