Commercial Customer Service Agent (Required to have Property & Casualty License)

$43,680 - $52,000/Yr

InsureOne Insurance Services America - Corpus Christi, TX

Full-time - Entry Level

Corpus Christi, TX

Insurance Carriers and Related Activities

About the position

The Commercial Customer Service Agent at InsureOne Insurance Services America LLC is responsible for servicing and retaining an existing book of business while providing exceptional customer service. This role involves advising clients on coverages, managing policy issuance, and generating sales opportunities through cross-selling and upselling. The agent will work closely with clients to ensure their insurance needs are met, all while maintaining a professional demeanor and adhering to company guidelines.

Responsibilities

• Manage an existing book of business, focusing on growth and retention while delivering exceptional customer service.
• Routinely conduct consultative conversations with clients to ensure all coverage needs are addressed.
• Generate and sell cross-sell, referral, and up-sell opportunities.
• Work with customers to resolve requests/concerns such as billing, endorsements, and copies of insurance documents.
• Complete 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 the company's WE CARE values, sales culture, and business needs.
• Maintain a professional demeanor in all interactions with both internal and external customers.

Requirements

• High school diploma or GED
• Property & Casualty License
• 1+ years of customer service experience
• 1+ years of commercial insurance experience
• Effective and precise telephone etiquette
• 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

Nice-to-haves

• Bachelor's Degree
• 1+ year(s) of relevant sales experience
• Fluency in Spanish

Benefits

• Paid holidays
• Health insurance
• Dental insurance
• Paid time off
• Employee assistance program
• Vision insurance
• 401(k) matching
• Life insurance
• Pet insurance