• Integrity- We maintain the highest standard of ethical behavior, and do the right thing for the customers and employees.

• Commitment- We strive to provide value to our customers, our employees and our company.
• Accountability- We hold ourselves to the highest standards of accountability in all our actions.
• Respect- We are always mindful to respect our customers, ourselves and each other.
• Excellence- We focus on going the extra mile to exceed expectations.

Because we CARE, InsureOne may conduct phone and video interviews to practice social distancing to accommodate the state, local or national guidelines. If you are considered to formally video interview, please consider the following recommendations:

Interviews can be conducted using a laptop or desktop computer with a webcam, tablet or smartphone.

• Find a quiet, private, well-lit space, free from possible interruptions.
• Position yourself so that you have a neutral background that’s free from distractions.
• Test your internet connection to be sure you have a good connection.
• Remember it’s an interview, so dress appropriately.
• Place your phone on do not disturb.

A Client Service Representative is an individual who is not licensed or is newly licensed within the insurance industry. This individual will provide basic customer service tasks and administrative support to those who are licensed and selling/servicing Personal Lines and Commercial Lines insurance. This individual may also provide administrative support to Account Managers and Account Executives when needed. The Client Service Representative will be the liaison between the company and the customer. The Client Service Representative will be able to accept ownership for effectively solving customer issues, complaints, and inquiries; keeping customer satisfaction at the core of every decision and behavior.

• Processing customer payments accurately and timely.
• Identifying customers’ needs to route the customer to the appropriate person.
• Engaging in active listening with callers, confirming or clarifying information and diffusing any customers concerns, as needed.
• Support and service a wide range of tasks within agency.
• Support agency employees with customer service related tasks.
• Liaison between clients, Sales Representatives, Producers, and insurance company representatives.
• Meet personal/team qualitative and quantitative targets.
• Adhering to all company policies and procedures.

• 1 yr. in a Customer Service Type Role
• Prior Insurance Industry Experience a plus but not required
• Strong team collaboration skills
• Excellent verbal and written communication abilities
• Self-motivated and able to work independently
• Ability to consistently process transactions accurately
• Professional attitude and demeanor
• Demonstrates well-developed computer skills (internet, email, word processing, spreadsheets, hardware, keyboarding).
• Strong time management and decision making skills