Commercial Lines Service Consultant

About Us:InsureOne, a part of Confie-one of the largest privately owned insurance brokerages in the United States-has 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 on Insurance Journal's annual Top 50 Personal Lines Agencies for the ninth consecutive year, and the #1 spot in Insurance Journal's Top 100 Property/Casualty Agencies for 2025.What We Offer:Competitive compensation structureContinuous on-going training and mentorshipGrowth-oriented culture with internal promotion opportunitiesComprehensive Benefits package including medical, dental, vision, and life insuranceComprehensive 401K plan with competitive employer matchPaid time off including holidays, vacation, and personal timeAnnual incentive trip for top performersFitness 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: Starting base pay for a Commercial Lines Service Consultant is $52,000 - $56,160+ / yearOffice Address: 400 N Tustin Avenue Suite 425 Santa Ana, CA 92705. Please note that this role is NOT hybrid or remote.Work Schedule: Monday-Friday, 8:00 AM - 5:00 PM PSTWhat You Will Do:The Service Consultant would focus on 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 Consultants to generate and sell cross-sell opportunities and analyze coverage to meet our clients' needs.Although an active Property & Casualty license is not required for consideration, candidates must obtain their license within 45 to 60 days of their start date. We provide full support and guidance to help you get licensed.Manage an existing book of business, focusing on growth and retention while delivering exceptional customer serviceRoutinely conduct consultative conversations with our clients to ensure all coverage needs are addressedGenerate and sell cross-sell, referral, and up-sell opportunitiesWork 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 guidelinesMeet personal/team qualitative and quantitative service and sales targets as assignedSupport all company initiatives as requested, guided by our company's WE CARE values, sales culture, and business needsMaintain a professional demeanor in all interactions with both internal and external customersOur Ideal Candidate:We are actively seeking a motivated individual to join our high-performing 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 equivalentEffective and precise telephone etiquette1+ years of customer service experienceExcellent attention to detail and organizational skillsAbility to work well independently and on a teamPrecise verbal and written communication skillsAbility to work in a fast-paced environmentAbility to deliver a tailored, white-glove experience to all clientsPreferred Attributes:A Property & Casualty license is not required to apply - we will provide support to help you obtain your licenseFluency in Spanish is welcome but not requiredBachelor's Degree or 1+ year(s) of relevant sales experienceEqual Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws.