Personal Lines Service Consultant (Bilingual is ...

Personal Lines Service Consultant InsureOne, a part of Confieone of the largest privately owned insurance brokerages in the United Stateshas 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: 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: 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: High school or equivalent Effective and precise telephone etiquette 1+ years of customer service 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: A Property & Casualty license is not required to apply we will provide support to help you obtain your license Fluency in Spanish is welcome but not required Bachelor's Degree or 1+ year(s) of relevant sales experience

Created: 2026-03-07