Client Advisor

About the role

The Client Advisor is responsible for working with pre-qualified inbound customers to finalize insurance purchases, provide coverage recommendations, and identify opportunities to bundle additional policies. This role operates in a high-volume sales environment and focuses on delivering accurate, efficient, and consultative service to customers actively seeking coverage.

Responsibilities

• Engage with inbound customers who have initiated insurance quotes
• Evaluate customer needs and recommend appropriate home, auto, and personal lines insurance products
• Guide customers through policy selection and final purchase decisions
• Identify and present cross-sell opportunities, including bundled insurance solutions
• Process insurance applications and policies accurately and in a timely manner
• Maintain detailed and accurate records in CRM and agency management systems
• Communicate professionally with customers to build trust and ensure a positive experience
• Stay informed on carrier products, underwriting guidelines, and industry updates
• Collaborate with team members to support operational efficiency and agency objectives
• Comply with all company policies and procedures
• Maintain regular and punctual attendance
• Performs other related duties as assigned
• This position is an individual contributor

Qualifications

• Strong communication and interpersonal skills
• Ability to assess customer needs and recommend appropriate solutions
• Effective time management and organizational skills
• Comfortable working in a fast-paced, high-volume environment
• Proficiency with CRM and agency management systems preferred
• Self-motivated with the ability to work both independently and as part of a team
• Education and/or Experience: High School Diploma; Prior experience in insurance, mortgage, or sales environments preferred but not required
• Certificates, Licenses, Registrations: Active Property & Casualty insurance license preferred (or willingness to obtain training provided)

Work Complexity: Addresses problems that are not immediately evident but typically not complex. Problems are typically within the immediate job area. Problems are typically solved through drawing from standard procedures and basic analysis.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.