Bilingual Customer Service Representative (P&C Insurance)

Insureone-Insurance-Services-America-LLC-; Santa Ana (CA); On-site; USD 48,000 - 54,000; Full time

Benefits offered by this job

Competitive compensation

Training & mentorship

Growth & advancement

Benefits package

401K match

Paid time off

Incentive trip

Gym discount

Employee assistance program

Pet insurance

Disability plan

Hospital indemnity

Critical illness

Accident insurance

Job summary

InsureOne, a part of Confie, is seeking a Service Consultant in Santa Ana, CA to service and retain an existing book of business and advise clients on coverage options.

The role emphasizes cross-sell opportunities, licensing support within 45–60 days, and a clear path for advancement with a competitive compensation package and comprehensive benefits.

Qualifications

• Active Property & Casualty license or willingness to obtain within 45-60 days (licensing course provided).
• 1+ years of office or call center customer service experience.
• Fluency in English and Spanish required.
• Excellent attention to detail and organizational skills.
• Ability to work independently and on a team; strong communication.

Responsibilities

• Manage an existing book of business, focusing on growth and retention while delivering excellent service.
• Routinely conduct consultative conversations to ensure coverage needs are addressed.
• Generate and sell cross-sell, referral, and up-sell opportunities.
• Assist customers with billing, endorsements, and document copies as needed.
• Complete applications and documentation per carrier and company guidelines.
• Meet personal and team service and sales targets.
• Support company initiatives guided by WE CARE values and sales culture.
• Maintain a professional demeanor in all customer interactions.

Skills

Bilingual English/Spanish

Customer service

Attention to detail

Communication skills

Education

High school diploma

Property & Casualty license

Job description

Job Category: Sales

Requisition Number: BILIN041645

Full-Time

Locations

Showing 1 location

Santa Ana, CA 92705, USA

Description

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 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 fast advancement potential
• 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.

ThepayrateforanUnlicensedTraineeis$21 /hr

Once licensed, the s tarting 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.

Although an active Property & Casualty license is not required for consideration, candidates must obtain their license within 45 to 60 days of their start date. We provide full support and guidance to help you get licensed.

• 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 assignedSupport 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

Our Ideal Candidate:

We are actively seeking a motivated individual to join our high-performing team, offering unparalleled opportunities for professional growth.

Key Attributes:

• 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

Qualifications

Licenses & Certifications

Preferred

Dept of Insurance License

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.