Commercial Lines Service Consultant

Our Company:

Join the winning team at InsureOne Insurance Services America, part of the Confie Family of companies, now part of Alliant Insurance Services, the largest insurance agency in the US. At InsureOne, we specialize in Personal Lines, Commercial, Life and Group Benefits insurance. InsureOne provides insurance solutions to hundreds of thousands of customers across all fifty states. InsureOne currently has multiple Brick and Mortar locations in at least ten states and is looking to expand with the launch of regional call centers in the very near future.

Come Grow With Us!

We are looking for energetic, bright, and talented individuals who want opportunities for career growth to join our team of insurance professionals offering Personal Lines, Commercial/Business, Life and Health insurance to hundreds of thousands of customers across the US. We are working to grow the InsureOne brand and are looking for the right people to be a part of this amazing journey while taking your career and income potential to new heights!

What You Will Do:

As a Commercial 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
• Hybrid work environment possible, with time in office and then remote once expectations are met and mutual agreement has been established between individual and management (if candidate has appropriate licensing).

Work Experience:

• Must have at least 1 year of experience in the Insurance industry in Commercial Lines with experience working with both admitted and surplus lines markets and policies.
• Must be fluent in English
• Must have a license to sell Commercial Lines Insurance (2-20 or 4-40) in Florida.
• Must possess basic computer skills
• Have experience using AMS360 or other CRM platforms
• Excellent attention to detail and organizational skills
• Ability to work well independently and on a team
• Positive attitude in a fast-paced environment
• Precise verbal and written communication skills
• Capable of working quickly and efficiently
• Fluent in Spanish preferred but not required

Education:

• Must have a High School diploma or equivalent
• Must have an Associate's Degree or 1 year of relevant experience

Our Perks!

• Lucrative incentive sales plans, bonuses, and sales contests
• No Cold Calling- We have a high volume of inbound sales leads and walk-in traffic
• Comprehensive Benefits package including medical, dental, vision, and life insurance
• Comprehensive paid training and licensing with continuous ongoing training and mentorship
• Additional benefits include paid holiday, vacation, and sick time
• Retirement Plan: A 401K plan with a percentage of company-matched contributions
• Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost

Pay Range:

$45,000 - $65,000 / year based on experience

Monthly commissions on new business written by Service Consultant.

Monthly Bonus based on successful achievement KPIs – up to but capped at $1,000 a month

% of Fees collected on appropriate business

More about us:

The Confie family of companies has successfully acquired and integrated over 100 acquisitions since 2008. This demonstrates our desire for continued growth and our ongoing commitment to being the most trusted source of insurance solutions, so our customers can have peace of mind! While our offices work independently for that hometown feel, we have the resources that a corporate environment offers to provide stability, growth opportunities, and risk support, when needed.