Remote Commercial Lines Insurance CSR (Credit Union)
Budget / Salary$56,160–66,560
TypeFull-time job
LocationUnited States
Posted6 hours ago
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.
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
No Weekends
Hybrid and Remote flexibility
Pay differential for Spanish speaking Agents
Paid training
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 "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.
*Top performers are considered to be those Agents hitting individual metrics for three consecutive months
Pay Details:
Pay range for a licensed Commercial Lines Customer Service Consultant is $56,160 - $66,560 /year (DOE)
Location:
Onsite at: 30 Waterside Dr. Farmington, CT 06032 or Remote for those residing in East Coast time zone
Shift: 9am - 6pm EST
The Credit Union Service Consultant will focus on servicing and retaining an existing book of Commercial lines 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 commercial lines 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
Active Property & Casualty license
2 years of Insurance sales or customer service experience
1+ year of P&C Commercial lines insurance experience
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:
Bachelor’s Degree
Call Center experience preferred
Experience handling multi-carrier, multi-state quoting preferred
Fluency in Spanish is welcome but not necessary
#PBU
Originally posted on Himalayas
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
No Weekends
Hybrid and Remote flexibility
Pay differential for Spanish speaking Agents
Paid training
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 "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.
*Top performers are considered to be those Agents hitting individual metrics for three consecutive months
Pay Details:
Pay range for a licensed Commercial Lines Customer Service Consultant is $56,160 - $66,560 /year (DOE)
Location:
Onsite at: 30 Waterside Dr. Farmington, CT 06032 or Remote for those residing in East Coast time zone
Shift: 9am - 6pm EST
The Credit Union Service Consultant will focus on servicing and retaining an existing book of Commercial lines 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 commercial lines 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
Active Property & Casualty license
2 years of Insurance sales or customer service experience
1+ year of P&C Commercial lines insurance experience
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:
Bachelor’s Degree
Call Center experience preferred
Experience handling multi-carrier, multi-state quoting preferred
Fluency in Spanish is welcome but not necessary
#PBU
Originally posted on Himalayas
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