Remote
Job Details
Description
About Us:
InsureOne is part of Confie, one of the largest privately owned insurance agencies/brokers in the United States. Established over three decades ago, InsureOne has locations across the US to better serve our clients. Our knowledgeable team of insurance professionals consists of local agents who take pride in providing quality service, competitive rates, and coverage options tailored to our clients’ individual needs. Our agents specialize in building special partnerships with customers to ensure a white-glove experience.
Join the winning team at InsureOne Insurance Services America, part of Confie, ranked #1 on Insurance Journal's annual Top 50 Personal Lines Agencies for the ninth consecutive year, and #1 in Insurance Journal’s Top 100 Property/Casualty Agencies for 2024.
What We Offer:
- Continuous ongoing 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: Corporate discount at 24-Hour Fitness
- Employee Assistance Program: Confidential assistance at no cost for personal or professional issues
- Extra perks: Disability, hospital indemnity, universal life, critical illness, accident, and pet insurance plans
The pay range for a Customer Service Agent is $37,440 - $54,080 / year based on experience
What You Will Do:
The Client Service Agent plays a vital role in supporting the Transportation Department by assisting Account Managers, Producers, and the Department Manager with a variety of daily service tasks. Key responsibilities include:
- Processing certificates of insurance
- Setting up and managing finance contracts
- Ordering and processing Motor Vehicle Reports (MVRs)
- Assisting with policy renewal preparation
- Supporting billing and payment follow-up
- Routing incoming calls and emails to the appropriate team members
- Maintaining accurate documentation and system updates in AMS
- Assisting with both internal and external communications
This is an excellent opportunity to be an integral part of the team, ensuring operations run smoothly while gaining hands-on experience in the commercial insurance industry.
Our Ideal Candidate:
We are seeking a service-oriented Client Service Agent to join our Transportation Department, which supports our commercial trucking clients. While a license is not required to start, we are committed to helping you grow in this role by covering the cost of exam fees and enrolling you in the necessary pre-licensing courses. This position requires strong attention to detail, excellent communication skills, and a collaborative, team-first mindset. The ideal candidate will take pride in delivering outstanding support and contributing to the success of a high-performing team.
Key Attributes:
- 1+ years of experience in a customer service or administrative support role
- Clear, professional communication skills—both written and verbal
- Strong time management with a self-starter attitude
- Proficient in computer applications such as email, Excel, Word, and web-based systems
- Professional and composed when interacting with clients and colleagues
- Adaptable and able to remain steady under pressure
- Team-oriented and willing to take initiative to support others
Preferred Attributes:
- Insurance industry experience is helpful but not required
- Bilingual in English and Spanish is a plus
Join our dynamic team and experience a rewarding career at InsureOne!
Qualifications
Licenses & Certifications
Required
Dept of Insurance License
