Customer Service Representative (Personal Lines Insurance)

InsureOne Insurance Services America, LLC.; Farmington, Northern (CT, KY); On-site; USD 48,000 - 50,000; Full time

Benefits offered by this job

Competitive compensation structure

Paid training

Licensing assistance

Comprehensive benefits package

401K with match

Paid time off

Job summary

InsureOne Insurance Services America, LLC. in Farmington, CT is seeking a Customer Service Representative for Personal Lines Insurance. You will service and retain an existing book of business, advise clients on coverages, and process endorsements and cancellations.

The role emphasizes service and sales, with opportunities to cross-sell, meet targets, and advance in a growth‑oriented, benefits‑rich environment that provides paid training, licensing assistance, and a strong mentorship culture.

Qualifications

• High School Diploma required.
• Willingness to obtain a P&C license within 45–60 days of hire (licensing course provided).
• Call center experience preferred.
• Strong communication, follow-up, and close‑oriented approach.

Responsibilities

• 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.
• Generate and sell cross-sell, referral, and up-sell opportunities.
• Assist customers with billing, endorsements, and document requests.
• Complete all required applications and documentation per carrier and company guidelines.
• Meet personal/team service and sales targets as assigned.
• Support company initiatives and uphold WE CARE values.

Skills

Call Center experience

Strong communication

Follow-up

Close-orientation

Education

High School Diploma

Job description

Customer Service Representative (Personal Lines Insurance)

Job Category: Sales

• Full-Time
• Rate : $24 USD per hour

Locations

Showing 1 location

Farmington, CT 06032, 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.

Ourteamconsistsoflocal,knowledgeableinsuranceprofessionalswhotakeprideindeliveringexceptionalservice,competitiverates,andpersonalizedcoverageoptions.Wearecommittedtobuildinglastingrelationshipswithourclients,providingawhite-gloveexperiencethatprioritizestheirindividualneeds.

JointhewinningteamatInsureOne,partofConfie,whichhasbeenrankedas#1inInsuranceJournal'sannualTop50PersonalLinesAgencyforthetenthconsecutiveyearin2025.

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
• 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.

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.

Thepathforwardisfueledbyinitiative-we'relookingforself-starterswhotakeownership,movewithpurpose,andmeasuresuccessbyresults.

PayDetails:

ThepayrateforanUnlicensedTraineeis$21/hr

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

Location:

Onsiteat:30WatersideDr.Farmington,CT06032

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

OurIdealCandidate:

• High School Diploma
• The willingness to obtain a P&C license within 45-60 days of hire (we provide the licensing course)
• CallCenterexperience
• Strongcommunication,follow-up,andclose-orientation

PreferredAttributes:

• Bachelor’sDegree
• FluencyinSpanishiswelcomebutnotnecessary

Equal Opportunity EmployerThis 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.