Personal Lines Service Consultant
$39,520–$70,720 year
On-siteHoneoye Falls, New York, United States
Job Summary
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, advising on coverages, completing endorsements, cancellations, and policy issuance. Generate and sell cross-sell, referral, and up-sell opportunities to meet personal and team qualitative and quantitative service and sales targets. Resolve customer requests regarding billing, documents, and other concerns while maintaining a professional demeanor. Obtain a Property & Casualty license within 45 days of start date with full support. Join InsureOne, ranked #1 in Insurance Journal's Top 50 Personal Lines Agency, to work within a high-performing team offering competitive compensation and comprehensive benefits.
Required Qualifications
- 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
- Active Property & Casualty license (must obtain within 45 days of start date)
Desired Qualifications
- Prior experience in the insurance industry or agency setting
- Bachelor's Degree
- 1+ year(s) of relevant sales experience
- Fluency in Spanish
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