Job Details
*We are only considering candidates with either a Property & Casualty or Personal Lines license. This role is open to a hybrid schedule, but candidates will be required to report to the Santa Ana office for training purposes.
*Experience with Mercury Insurance Company is highly preferred
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 range for a Client Service Representative is $43,000 - $65,000 yearly (based on experience) + performance-based bonuses
What You Will Do:
The Client Service Representative is responsible for providing exceptional customer service to policyholders of Property & Casualty insurance by answering questions, interpreting policies, explaining coverage, and resolving concerns. The Client Service Representative will act as a liaison between the customer and insurance companies to answer questions, promote opportunities, and resolve concerns. While the primary focus of the Client Service Representative is delivering a white-glove customer experience, you will also have the ability to upsell and cross-sell existing clients.
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 Mercury Insurance Company
- Experience with Applied Systems platforms, such as TAM and Epic, or AMS360
- Bachelor s Degree or 1+ year(s) of relevant sales experience