Bilingual Customer Service Consultant (P&C Insurance)

InsureOne Insurance; Santa Ana (CA); On-site; USD 48,000 - 54,000; Full time

Benefits offered by this job

Competitive pay

Mentorship program

Growth opportunities

Medical/dental/vision

401K with match

Paid time off

Annual incentive trip

Fitness discount

Employee assistance

Disability insurance

Life and health plans

Pet insurance

Job summary

InsureOne is seeking a Service Consultant trainee in Santa Ana, CA, offering $21 per hour for unlicensed work with a clear path to licensing. Upon licensing, the role shifts to a Personal Lines Service Consultant with base pay between $47,840 and $54,080 annually, plus bonuses.

Not hybrid or remote, office-based schedule Mon-Fri 8-5. The role focuses on servicing an existing client book, advising on coverages, processing endorsements and cancellations, and pursuing cross-sell opportunities while

Qualifications

• Active Property & Casualty license or willingness to obtain a license within 45–60 days of hire (licensing course provided).
• 1+ years of office or call center customer service experience.
• Fluency in English and Spanish is required.
• 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.

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.
• 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.

Skills

Bilingual English/Spanish

Attention to detail

Communication skills

Teamwork

Education

High school diploma or equivalent

Job description

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 on Insurance Journal's annual Top 50 Personal Lines Agencies for the ninth consecutive year, and the #1 spot in Insurance Journal’s Top 100 Property/Casualty Agencies for 2025.

What We Offer:

• Competitive compensation structure
• 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
• 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.

Pay Details:

The pay rate for an Unlicensed Trainee is $21 /hr

Once licensed, the starting base pay for a Personal Lines Service Consultant is $47,840 - $54,080+ / year (DOE) + performance-based bonuses

Office Address:

Onsite at 400 N Tustin Avenue Suite 425 Santa Ana, CA 92705. Please note that this role is NOT hybrid or remote.

Work Schedule:

Monday-Friday, 8:00 AM - 5:00 PM PST

What You Will Do:

The Service Consultant would focus on servicing and retaining an existing book of 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 Consultants to generate and sell cross-sell opportunities and analyze coverage to meet our clients’ needs.

• 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, 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 or equivalent
• Active Property & Casualty license or willingness to obtain a license within 45 - 60 days of hire (licensing course provided)
• 1+ years of office or call center customer service experience
• Fluency in English and Spanish is required
• 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 or 1+ year(s) of relevant P&C Insurance experience