Commercial Lines Customer Service Agent

About Us:

InsureOne, a part of Confie—one of the largest privately owned insurance brokerages in the United States—has 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 on Insurance Journal's annual Top 50 Personal Lines Agencies for the ninth consecutive year, and the #1 spot in Insurance Journal’s Top 100 Property/Casualty Agencies for 2024.

What We Offer:

• Competitive compensation structure
• 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.

Break Into Commercial Lines at a Top-Tier Insurance Brokerage

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 Commercial Lines Skills Expansion Program
• Advancement pathway from Inside Sales Consultant to Commercial Account Management
• Competitive base pay plus monthly uncapped commissions

Pay Details:

• Starting base pay for a Customer Service Agent is $65,000+ / year
• Average first-year earnings range from $65K-$75K through a combination of base pay and generous commission.
• Top Performing Agents in their second year and onward, can earn up to $110,000+ / year

Office Address: 400 N Tustin Avenue Suite 425 Santa Ana, CA 92705. Please note that this role is NOT hybrid or remote.

Work Schedule: Monday-Friday, 8:00 AM - 5:00 PM PST.

What You Will Do:

The Customer Service Agent would focus on servicing and retaining an existing book of business, advising clients on coverages, as well as completing endorsements and cancellations, managing retention, and policy issuance for our clients. This role also places a focus on service and sales, as we encourage our Service Agents to generate and sell cross-sell opportunities and analyze coverage to meet our clients’ needs.

Although an active Property & Casualty license is not required for consideration, candidates must obtain their license within 45 to 60 days of their start date. We provide full support and guidance to help you get licensed.

• 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:

We are actively seeking a motivated individual to join our high-performing customer agent 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:

• 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

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.