Licensed P&C Insurance Service Advisor
This is a remote position open to candidates in most U.S. states., 9 AM to 9 PM ET on weekdays and 9 AM to 6 PM ET on weekends; requires working at least one weekend day and at least one closing shift (12 PM - 9 PM ET) per week.Full-TimeMiddle
Salary50,000 - 62,500 USD per year
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Job Details
- Experience
- 2-3 years of personal lines insurance experience in a service, retention, or sales support role.
- Required Skills
- CRM
Requirements
- 2-3 years of personal lines insurance experience in a service, retention, or sales support role
- Active Property and Casualty or Personal Lines license in at least 10 states
- Proven success preventing cancellations and cross-selling additional products
- High proficiency in navigating multiple carrier systems and CRMs
- Excellent communication and empathy skills
- Ability to interpret complex insurance data
- Detail-oriented and capable of performing with limited oversight
Responsibilities
- Deliver exceptional service via phone, email, and SMS
- Retain and grow customers by managing renewals and presenting competitive solutions
- Drive revenue through consultative selling by quoting and binding additional lines of coverage
- Interpret and analyze policies, endorsements, and reports
- Partner cross-functionally with Sales, Training, and Operations teams
- Master technology systems including CRM tools, comparative raters, and carrier portals
- Champion efficiency and accuracy by leveraging automation
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