Commercial Lines Service Consultant (required to have an active Property & Casualty license)
InsureOne Insurance is part of Alliant Insurance Services, the largest insurance agency in the US, specializing in various types of insurance. The Commercial Lines Service Consultant will manage a book of business, focusing on client retention and service while generating sales opportunities through consultative interactions.
Responsibilities
- 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
- Quote and Bind new business from both prospects and existing clients
- Generate cross-sell, referral, and up-sell opportunities
- Completes all required applications and documentation; obtains signed application
- Maintain a professional demeanor in all interactions
- Meet personal and team qualitative and quantitative targets
- Work with customers to provide exceptional service while resolving customer requests such as, but not limited to, billing, endorsement, COI’s, creating insurance documents, etc
- Support all company initiatives as requested, guided by our company’s WE CARE values, sales culture, and business needs
- Hybrid work environment possible, with time in office and then remote once expectations are met and mutual agreement has been established between individual and management (if candidate has appropriate licensing)
Skills
- Must have at least 1 year of experience in the Insurance industry in Commercial Lines with experience working with admitted carriers; surplus lines market experience a plus
- Must be fluent in English
- Must have a license to sell Commercial Lines Insurance in NY
- Must possess basic computer skills
- Have experience using AMS360 or other CRM platforms
- Excellent attention to detail and organizational skills
- Ability to work well independently and on a team
- Positive attitude in a fast-paced environment
- Precise verbal and written communication skills
- Capable of working quickly and efficiently
- Must have a High School diploma or equivalent
- Must have an Associate's Degree or 1+ year of relevant experience
- Fluent in Spanish a plus, but not required
Benefits
- Lucrative incentive sales plans, bonuses, and sales contests
- Comprehensive Benefits package including medical, dental, vision, and life insurance
- Comprehensive paid training and licensing with continuous ongoing training and mentorship
- Additional benefits include paid holiday, vacation, and sick time
- Retirement Plan: A 401K plan with a percentage of company-matched contributions
- Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost
- Monthly commissions on new business written by Service Consultant
- Monthly Bonus based on successful achievement of KPIs – up to $1,000 / month
- Percentage of Fees collected on appropriate business
- Hybrid work environment possible, with time in office and then remote once expectations are met and mutual agreement has been established between individual and management (if candidate has appropriate licensing)
Company Overview