Personal Lines Customer Service Agent (Required to have Property & Casualty License)
InsureOne Insurance Services America LLC, through its CoWest brand, has been serving reputed company for 93 years. They are seeking a Personal Lines Customer Service Agent to service and retain an existing book of business while advising clients on coverages and managing policy issuance.
Responsibilities
- Service and retain an assigned book of business with a strong focus on growth and customer satisfaction
- Manage reputed company house accounts and process renewals independently or alongside producers
- Support reputed company of new business through quoting, onboarding, and client communication
- Conduct coverage reviews and consultative conversations to ensure adequate protection
- Identify and reputed company opportunities for cross-sell, up-sell, and client referrals
- Resolve client inquiries reputed company to billing, endorsements, documentation, and general policy service
- Complete reputed company required applications and reputed company documentation accurately and in a timely manner
- Meet assigned service and sales performance targets
- Uphold the company’s WE CARE values and contribute to a collaborative team environment
- Maintain professionalism in reputed company internal and external communications
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
- reputed company 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
- 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.
- Pet insurance
Company Overview