Customer Service Consultant

InsureOne Insurance; Farmington (CT); On-site; USD 48,000 - 50,000; Full time

Benefits offered by this job

Competitive compensation

Paid training

Licensing assistance

401K with match

Paid time off

Medical benefits

Dental benefits

Vision benefits

Life insurance

Performance bonuses

Fitness discount

Employee assistance

Pet insurance

Job summary

InsureOne Insurance in Farmington, CT seeks a Customer Service Agent to service and retain an existing book of business, advise on coverages, and process endorsements and cancellations. The role combines service with sales, encouraging cross-sell opportunities and coverage analysis to meet client needs.

Starting as an Unlicensed Trainee with pay at $21/hr, progression to a Licensed Service Consultant offers a salary range of $47,840–$49,920 per year plus performance bonuses.

Qualifications

• High School Diploma required.
• Willingness to obtain P&C license within 45–60 days.
• 1+ year of sales or service experience.
• Call Center experience preferred.
• Strong communication and follow-up skills.

Responsibilities

• Manage and grow an existing book of business with strong service focus.
• Conduct consultative conversations to address coverage needs.
• Generate cross-sell, referral, and up-sell opportunities.
• Assist customers with billing, endorsements, and document requests.
• Meet personal and team service and sales targets.

Skills

Communication

Follow-up

Close-orientation

Sales experience

Education

High School Diploma

Bachelor’s Degree

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 in Insurance Journal's annual Top 50 Personal Lines Agency for the tenth consecutive year in 2025.

What We Offer:

• Competitive compensation structure
• Paid training
• Licensing assistance (free licensing course and state exam scheduling provided)
• Continuous on-going development 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 "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.

Advance beyond Personal Lines and Break Into Commercial Lines at a Top-Tier Insurance Brokerage

If you're motivated by growth, driven by competition, and focused on building a career (not just holding a job), you'll find real momentum here. Advancement isn't a possibility - it's a path.

The path forward is fueled by initiative - we're looking for self-starters who take ownership, move with purpose, and measure success by results.

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

Once licensed, the pay range for a Customer Service Consultant is $47,840 - $49,920/ yr + performance-based bonuses

Location:

Onsite at: 30 Waterside Dr. Farmington, CT 06032

Shift: After training, must be willing to work either 9am - 6pm or 10am - 7pm EST, Mon-Fri

What You Will Do:

The Customer Service Agent 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 Agents 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
• The willingness to obtain a P&C license within 45-60 days of hire (we provide the licensing course)
• 1+ year of sales or service experience
• Call Center experience
• Strong communication, follow-up, and close-orientation

Preferred Attributes:

• Bachelor’s Degree
• Insurance Sales or Service experience
• Experience handling multi-carrier, multi-state quoting preferred
• 1+ year experience working in a call center environment
• Fluency in Spanish is welcome but not necessary