Manager, Client Advisor II

Summary

The Manager, Client Advisor II is responsible for leading, coaching, and developing a team of Property & Casualty Client Advisors to achieve sales, retention, and client service objectives. This role oversees the team's daily operations, sales performance, compliance, and professional development while fostering a high-performance culture centered on delivering exceptional client experiences.

About the Role

This position serves as a subject matter expert in Property & Casualty insurance, ensuring adherence to carrier guidelines, regulatory requirements, and company standards. The Manager leads, coaches, and develops a team of licensed Property & Casualty Client Advisors to consistently achieve individual and team sales, retention, cross-sell, and quality goals.

Responsibilities

• Lead, coach, and develop a team of licensed Property & Casualty Client Advisors to consistently achieve individual and team sales, retention, cross-sell, and quality goals.
• Monitor daily production metrics, key performance indicators (KPIs), conversion rates, quoting activity, bind ratios, retention, and overall productivity.
• Conduct daily team huddles to communicate business updates, performance metrics, sales initiatives, carrier changes, contests, and ongoing training.
• Provide ongoing coaching through call monitoring, quote reviews, sales observations, and one-on-one development sessions to improve sales effectiveness and client engagement.
• Ensure Client Advisors consistently follow consultative sales practices while identifying opportunities to educate clients and recommend appropriate insurance solutions.
• Review sales pipelines, lead management activities, follow-up cadence, and workflow efficiency to maximize sales opportunities and client satisfaction.
• Develop and implement performance improvement plans, career development plans, and individualized coaching strategies for team members.
• Serve as the primary escalation point for complex client situations, underwriting concerns, policy issues, and service recovery opportunities.
• Partner with Licensing, Training, Operations, and Leadership teams to support onboarding, continuing education, process improvements, and organizational initiatives.
• Promote a culture of accountability, collaboration, professionalism, and continuous improvement.
• Maintain regular and punctual attendance.

Qualifications

• Minimum of five (5) years of Property & Casualty insurance sales experience in a call center environment required.
• Minimum of two (2) years of sales leadership, team lead, or supervisory experience in a call center sales environment preferred.
• Demonstrated success in achieving personal and team sales goals within a Property & Casualty insurance environment.
• Strong working knowledge of personal lines insurance products, carrier underwriting guidelines, insurance regulations, and consultative sales techniques.
• Experience managing inbound and outbound sales teams is preferred.
• Excellent leadership, coaching, communication, organizational, and problem-solving skills.
• Ability to analyze sales metrics and performance data to drive business results.
• Proficiency with CRM platforms, agency management systems, and Microsoft Office applications.

Equal Employment Opportunity

The company is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, or local laws. Americans With Disabilities Act Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law.