Remote Commercial Lines Insurance CSR; Credit Union

Remote Commercial Lines Insurance CSR (Credit Union)

Insure One, 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.

Ourteamconsistsoflocal,knowledgeableinsuranceprofessionalswhotakeprideindeliveringexceptionalservice,competitive rates,andpersonalizedcoverageoptions.

Wearecommittedtobuildinglastingrelationshipswithourclients,providingawhite-gloveexperiencethatprioritizestheirindividualneeds.

Jointhewinningteamat Insure One ,partof

Confie,whichhasbeenrankedas#1inInsurance

Journal'sannualTop
50

Personal Lines Agencyforthetenthconsecutiveyearin
2025.

What We Offer :

• Competitive compensation structure
• Hybrid and Remote flexibility
• Paydifferentialfor Spanish speaking Agents
• Paid training
• Growth-orientedculturewithinternalpromotionopportunities
• Comprehensive
  401
  
  Kplanwithcompetitiveemployermatch
• Annual incentive trip for top performers "Best of the Best"
• Employee Assistance Program :
  
  Confidentialassistancetoyouoranyoneinyourhouseholdwhoisexperiencingpersonalorprofessionalproblems—atnocost.
• Extra Perks:
  
  Accesstodisability,hospital indemnity,universal life,critical illness,andaccidentinsuranceplans.
  
  Weevenofferpetinsurance.

* 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:

Onsiteat:
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’sDegree
• Call Center experience preferred
• Fluencyin Spanishiswelcomebutnotnecessary

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.