Service Consultant

InsureOne Insurance Services America LLC
Any Location, CT
Category Customer Service
Job Description
We are seeking a driven and customer-focused Service Consultant to join our growing team at InsureOne, a part of Confie, one of the largest privately owned insurance brokerages in the United States. In this role, you will be responsible for servicing and retaining an existing book of business by advising clients on coverage options, processing policy changes and cancellations, managing renewals, and ensuring accurate policy issuance.

Requirements

  • 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
  • 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

Benefits

  • Ongoing training and mentorship
  • Growth-oriented culture with internal promotion opportunities
  • Comprehensive benefits package including medical, dental, vision, and life insurance
  • 401(k) plan with competitive employer match
  • Paid time off
  • Annual incentive trip for top performers
  • Fitness perks with a corporate discount at 24-Hour Fitness
  • Employee Assistance Program
  • Extra perks including access to disability, hospital indemnity, critical illness, accident, and universal life insurance plans, as well as pet insurance
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