InsureOne Insurance Services America LLC, through its CoWest brand, has been serving Douglas County for 93 years. They are seeking a Personal Lines Customer Service Agent to service and retain an existing book of business while advising clients on coverages and managing policy issuance.
Responsibilities
- Service and retain an assigned book of business with a strong focus on growth and customer satisfaction
- Manage all house accounts and process renewals independently or alongside producers
- Support overflow of new business through quoting, onboarding, and client communication
- Conduct coverage reviews and consultative conversations to ensure adequate protection
- Identify and act on opportunities for cross-sell, up-sell, and client referrals
- Resolve client inquiries related to billing, endorsements, documentation, and general policy service
- Complete all required applications and carrier documentation accurately and in a timely manner
- Meet assigned service and sales performance targets
- Uphold the company’s WE CARE values and contribute to a collaborative team environment
- Maintain professionalism in all internal and external communications
Skills
- High school or equivalent
- Property & Casualty license
- 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
- Bachelor's Degree or 1+ year(s) of relevant sales experience
- Fluency in Spanish is welcome but not required
Benefits
- 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
- 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.
- Pet insurance
Company Overview
Whether you need auto, home, commercial, or life insurance, our agents are standing by to help craft policies that are just right for you. It was founded in 2008, and is headquartered in Huntington Beach, California, USA, with a workforce of 501-1000 employees. Its website is http://insureone.com.
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