Client Advisor

BrightCover • Conshohocken, PA

15d • Onsite

About The Position

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. BrightCover is your insurance advocate, helping protect your home, auto, and everything that matters through every stage of life. We bring together tailored coverage options, knowledgeable support, and a simple, personalized process to protect you and those you love with confidence.

Requirements

• 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
• High School Diploma
• Active Property & Casualty insurance license preferred (or willingness to obtain training provided)

Nice To Haves

• Prior experience in insurance, mortgage, or sales environments preferred but not required

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED