Insurance Sales Advisor (Remote, Texas)
About The Position
As an Insurance Sales Advisor I on our digital team, you’ll be the first point of contact for customers engaging with us via chat, SMS, or email. You’ll guide individuals through the insurance shopping experience with empathy, speed, and clarity—helping them compare quotes and choose the best option for their needs. This is an entry-level role designed for individuals passionate about delivering exceptional digital customer experiences and eager to grow their career in sales and customer support. You’ll receive hands-on training and support to become a trusted digital advisor and learn the ins and outs of insurance products and platforms.
Requirements
- One year of high-volume call center experience and a motivated, positive, and solution-oriented attitude is required!
- Strong written communication skills and comfort working in a fast-paced digital setting
- Ability to multitask and manage conversations across different platforms
- Flexibility to work occasional evenings or weekends (schedules may vary)
- Coachability and a team-oriented mindset
- High level of integrity and professionalism
- Tech-savvy and comfortable using web-based tools and CRM systems
Nice To Haves
- You already have a TX (General Lines) Property & Casualty
- You bring experience working within insurance sales
- Familiarity with online shopping, digital service platforms, or e-commerce
Responsibilities
- Respond to inbound customer inquiries across digital channels (live chat, SMS, email) with professionalism and speed
- Assist customers with understanding quotes, completing applications, and navigating coverage options
- Proactively engage potential customers via digital outreach to encourage completion of the quote or purchase process
- Provide clear, accurate, and empathetic communication tailored to each customer’s needs
- Use internal tools and CRM systems to track conversations and manage follow-ups
- Collaborate with licensed agents when escalations or complex policy questions arise
- Meet performance goals related to response time, customer satisfaction, and conversion rates
Benefits
- Unlimited planned PTO (paid time off)
- Health, Dental, Vision & Disability Coverages
- $100 wellness perk
- HSA offering + employer contribution
- 401k with company match
- Paid Parental Leave Program
- Internet stipend ($40/month)
- Learning & Development Opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
251-500 employees
