Bilingual Customer Service Consultant… at InsureOne… · Santa Ana

BILINGUAL CUSTOMER SERVICE CONSULTANT (PERSONAL LINES P&C INSURANCE) 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 on Insurance Journal's annual Top 50 Personal Lines Agencies for the ninth consecutive year, and the #1 spot in Insurance Journal’s Top 100 Property/Casualty Agencies for 2025. What We Offer: • Competitive compensation structure • 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. Pay Details: Starting base pay for a Personal Lines Service Consultant is $47,840 - $52,000+ / year Office Address: Onsite at 400 N Tustin Avenue Suite 425 Santa Ana, CA 92705. Please note that this role is NOT hybrid or remote. Work Schedule: Monday-Friday, 8:00 AM - 5:00 PM PST What You Will Do: The Service Consultant 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 Consultants to generate and sell cross-sell opportunities and analyze coverage to meet our clients’ needs. Although an active Property & Casualty license is not required for consideration, candidates must obtain their license within 45 to 60 days of their start date. We provide full support and guidance to help you get licensed. • 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 Our Ideal Candidate: We are actively seeking a motivated individual to join our high-performing team, offering unparalleled opportunities for professional growth. While prior experience in the insurance industry or agency setting is preferred, we are committed to training the right candidate. Key Attributes: • High school diploma or equivalent • Active Property & Casualty license • 1+ years of office or call center customer service experience • Fluency in English and Spanish is required • Excellent attention to detail and organizational skills • Ability to work well independently and on a team • Precise verbal and written communication skills • Effective and precise telephone etiquette • Ability to work in a fast-paced environment • Ability to deliver a tailored, white-glove experience to all clients Preferred Attributes: • Bachelor’s Degree or 1+ year(s) of relevant P&C Insurance experience #PBU