Customer Service Consultant (Bilingual Licensed Property & Casualty Insurance Agent)

About 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 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.

What We Offer

• Competitive compensation structure
• 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

Pay Details

The pay range for a Personal Lines Service Consultant is $37,440 - $49,920+ year (DOE) + performance-based bonuses

Office Address

The office address is 11767 Katy Freeway Ste 200 Houston, TX 77079

What You Will Do

• 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
• Maintain a professional demeanor in all interactions with both internal and external customers
• 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

Qualifications

• An active Property & Casualty license is required for consideration
• High school diploma or equivalent
• Effective and precise telephone etiquette
• Bilingual- fluent in English and Spanish
• P&C Insurance experience
• 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

• Experience handling multi-carrier, multi-state quoting preferred
• 1+ year experience working in a call center environment