About this role
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 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, 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:
• Uncapped commission potential
• Lucrative bonus opportunities including performance-based bonuses and sales competitions
• 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 Personal Lines Service Consultant is $45,000 - $60,000 / year
Our Compensation package includes a competitive base salary + monthly uncapped commissions + renewal commissions + monthly bonus incentives
What You Will Do:
As a Personal Lines Service Consultant, you will be involved in several phases of the client experience. You will focus on retaining and building a book of business by working with our existing client base to analyze the current insurance portfolio and provide customized solutions to fit their needs. This role also places a focus on service and sales, as we encourage our Service Consultants to generate cross-sell opportunities and referrals by providing exceptional customer experience.
• 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
• Quote and bind new business from both prospects and existing clients
• Generate cross-sell, referral, and up-sell opportunities
• Completes all required applications and documentation; obtains signed application
• Maintain a professional demeanor in all interactions
• Meet personal and team qualitative and quantitative targets
• Work with customers to provide exceptional service while resolving customer requests such as, but not limited to, billing, endorsement, creating insurance documents, etc.
• Support all company initiatives as requested, guided by our company's WE CARE values, sales culture, and business needs
Our Ideal Candidate:
We are actively seeking a motivated individual to join our high-performing service 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
• An active 2-20 (Resident General Lines), 20-44 (Property and Casualty), or 4-40 (Customer Representative) license
• 1+ years of experience with an insurance agency or carrier
• Proven track record of the ability to generate new business sales, retain existing business, and cross-sell other lines of business
• 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 welcome but not required
PBU