What are the responsibilities and job description for the Personal Lines Insurance Consultant (open to remote for CA residents only) position at InsureOne Insurance Services America LLC?
About Us:
Join the team at Apollo Insurance Services, part of the InsureOne family of brands. InsureOne is the standard Personal Lines and Commercial division for Confie. Under the Confie family of companies, we have successfully acquired and integrated over 100 acquisitions since 2008, which demonstrates our desire for continued growth and our ongoing commitment to being the most trusted source of insurance solutions.
What We Offer:
- Competitive hourly pay performance-based bonus opportunities
- 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.
The pay for a Personal Lines Insurance Consultant is $45,000 - $80,000 / year
Our Compensation package includes a competitive base salary monthly uncapped commissions renewal commissions monthly bonus incentives
What You Will Do:
We are seeking a Personal Insurance Consultant to support our San Diego County Credit Union membership.
- Make outbound calls to follow up on referrals and make phone calls necessary to obtain information.
- Obtains relevant information based on prospects' needs. Input data into an agency quoting software program to obtain a variety of price quotes.
- Evaluate quote results to determine the best product recommendations to service prospect’s needs. Advise and consult with prospects about available products and services, pricing, coverage, and suitability for prospect’s needs. Close the sale with payment if applicable.
- Walks the prospect through the completion of an insurance application and obtains required supporting documents to bind insurance.
- Upon completion and submission of the application and documents by the prospect, performs a final review of all supporting documents and the insurance application to ensure completeness and accuracy, then submits to the selected insurance carrier and turns the completed application packet into the agency’s New Business Unit for credit.
Our Ideal Candidate:
We are actively seeking a motivated individual to join our high-performing customer service team, offering unparalleled opportunities for professional growth. Prior experience in the insurance industry or agency setting is crucial to this role, and we are committed to training the right candidate.
Key Attributes:
- Property & Casualty license
- High school or equivalent
- Effective and precise telephone etiquette
- 3 years of experience with Property & Casualty insurance products (particularly Personal Lines, such as auto and homeowners insurance) or any combination of experience and education that would demonstrate preparedness to effectively perform the duties of the position
- 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:
- Experience with Applied Systems platforms, such as TAM and Epic, or AMS360
- Bachelor’s Degree or 1 year(s) of relevant sales experience
Salary : $45,000 - $80,000
