远程商业险保险客服代表（信用合作社）
Remote Commercial Lines Insurance CSR (Credit Union)
关于公司：
InsureOne是Confie的一部分——美国最大的私营保险公司之一——自30多年前成立以来，一直为客户提供服务，并在全国范围内不断扩大网点。
我们的团队由本地的、专业的保险专业人士组成，他们以提供卓越的服务、有竞争力的价格和个性化的保障选项而自豪。我们致力于与客户建立长期关系，提供以客户需求为中心的高端体验。
加入InsureOne，这是Confie的一部分，2025年连续第十年被评为《Insurance Journal》年度Top 50个人险代理机构第一名。
我们提供的福利：
- 竞争性的薪酬结构
- 没有周末
- 混合办公和远程办公的灵活性
- 会说西班牙语的代理有薪资差异
- 带薪培训
- 持续的培训和导师指导
- 以成长为导向的文化，有内部晋升机会
- 全面的福利包，包括医疗、牙科、视力和人寿保险
- 全面的401K计划，雇主有竞争力的匹配
- 带薪休假，包括节假日、假期和个人时间
- 年度激励旅行，奖励表现最佳的“最佳人选”
- 健身福利：公司折扣在24-Hour Fitness，让保持活跃更方便。
- 员工援助计划：为本人或家庭成员提供免费的保密帮助，解决个人或职业问题。
- 额外福利：可享受残疾、住院补偿、终身寿险、重大疾病和意外保险计划。我们甚至提供宠物保险。
*表现优异者是指连续三个月达成个人指标的代理
薪资详情：
持证商业险客户服务中心顾问的薪资范围为每年56,160至66,560美元（根据经验而定）
地点：现场办公地址为康涅狄格州法明顿市Waterside Dr. 30号，或居住在东海岸时可远程办公
班次：东部时间上午9点至下午6点
信用社服务顾问将专注于维护和保留现有的商业险业务，为客户提供建议，完成附加条款和取消，管理留存率，并为客户签发保单。该职位还注重服务和销售，鼓励服务代理开发和销售交叉销售机会，并分析保障以满足客户的需求。
- 管理一个现有的业务组合
查看英文原文
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 in Insurance Journal's annual Top 50 Personal Lines Agency for the tenth consecutive year in 2025.
What We Offer:
- Competitive compensation structure
- No Weekends
- Hybrid and Remote flexibility
- Pay differential for Spanish speaking Agents
- Paid training
- 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 "Best of the Best"
- 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.
*Top performers are considered to be those Agents hitting individual metrics for three consecutive months
Pay Details:
Pay range for a licensed Commercial Lines Customer Service Consultant is $56,160 - $66,560 /year (DOE)
Location:
Onsite at: 30 Waterside Dr. Farmington, CT 06032 or Remote for those residing in East Coast time zone
Shift: 9am - 6pm EST
The Credit Union Service Consultant will focus on servicing and retaining an existing book of Commercial lines 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.
- Manage an existing book of commercial lines 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
Qualifications:
- High School Diploma
- Active Property & Casualty license
- 2 years of Insurance sales or customer service experience
- 1+ year of P&C Commercial lines insurance 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:
- Bachelor’s Degree
- Call Center experience preferred
- Experience handling multi-carrier, multi-state quoting preferred
- Fluency in Spanish is welcome but not necessary
#PBU
Originally posted on Himalayas