Client Advisor

BrightCover•Conshohocken, PA

10d•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.

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

Nice To Haves

Prior experience in insurance, mortgage, or sales environments preferred but not required
Active Property & Casualty insurance license preferred (or willingness to obtain training provided)

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.