Manager, Client Advisor II

BrightCover•Conshohocken, PA

32d•Onsite

About The Position

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. The Manager serves as a subject matter expert in Property & Casualty insurance, ensuring adherence to carrier guidelines, regulatory requirements, and company standards.

Requirements

Minimum of five (5) years of Property & Casualty insurance sales experience in a call center environment required.
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.
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.
Active Property & Casualty Insurance License required.

Nice To Haves

Minimum of two (2) years of sales leadership, team lead, or supervisory experience in a call center sales environment preferred.
Experience managing inbound and outbound sales teams is preferred.

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.
Ensure adherence to all state insurance regulations, licensing requirements, carrier underwriting guidelines, company policies, and compliance standards.
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.
Monitor policy submissions for completeness, accuracy, underwriting quality, and timely processing.
Reinforce best practices related to quoting, binding coverage, policy servicing, cross-selling, renewals, and documentation standards.
Maintain current knowledge of Property & Casualty insurance products, carrier appetite, underwriting guidelines, industry trends, and regulatory changes.
Comply with all company policies and procedures.
Maintain regular and punctual attendance.
Performs other related duties as assigned.
Manages staff and carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.