Personal Lines Service Consultant
InsureOne Insurance, Irvine, California, United States, 92616
Personal Lines Service Consultant
InsureOne, a part of Confieone of the largest privately owned insurance brokerages in the United Stateshas 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 in Insurance Journal's annual Top 50 Personal Lines Agency for the tenth consecutive year in 2025. If you're ready to elevate beyond transactional sales into a role with real development potential, now's the time. This is a ground-floor opportunity with expansive carrier access and a performance-driven culture. What You'll Gain: Dedicated training in Personal Lines Skills Expansion Program Competitive base pay plus monthly uncapped commissions Pay Details: Starting base pay for a Service Consultant is $65,000+ / year Average first-year earnings range from $65K-$75K through a combination of base pay and generous commission. Top Performing Consultants in their second year and onward, can earn up to $110,000+ / year Office Address: 100 Pacifica #480, Irvine, CA 92618. Please note that this role is NOT hybrid or remote. Work Schedule: Monday-Friday, 9:00 AM - 6:00 PM PST, with select Saturdays. 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 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: Fluency in Spanish is required High school or equivalent 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: A Property & Casualty license is not required to apply
we will provide support to help you obtain your license Bachelor's Degree or 1+ year(s) of relevant sales experience Required Licenses & Certifications: Dept of Insurance License
InsureOne, a part of Confieone of the largest privately owned insurance brokerages in the United Stateshas 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 in Insurance Journal's annual Top 50 Personal Lines Agency for the tenth consecutive year in 2025. If you're ready to elevate beyond transactional sales into a role with real development potential, now's the time. This is a ground-floor opportunity with expansive carrier access and a performance-driven culture. What You'll Gain: Dedicated training in Personal Lines Skills Expansion Program Competitive base pay plus monthly uncapped commissions Pay Details: Starting base pay for a Service Consultant is $65,000+ / year Average first-year earnings range from $65K-$75K through a combination of base pay and generous commission. Top Performing Consultants in their second year and onward, can earn up to $110,000+ / year Office Address: 100 Pacifica #480, Irvine, CA 92618. Please note that this role is NOT hybrid or remote. Work Schedule: Monday-Friday, 9:00 AM - 6:00 PM PST, with select Saturdays. 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 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: Fluency in Spanish is required High school or equivalent 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: A Property & Casualty license is not required to apply
we will provide support to help you obtain your license Bachelor's Degree or 1+ year(s) of relevant sales experience Required Licenses & Certifications: Dept of Insurance License