Insurance Advisor

HNE; Conshohocken (Montgomery County); On-site; USD 42,000 - 66,000; Full time

Job summary

HNE is seeking a Client Advisor to work with inbound customers and help them secure the right insurance coverage while delivering an outstanding customer experience. You will assist with quotes, evaluate needs, and guide customers through policy options and the purchasing process.

Ideal candidates are customer-focused with a consultative approach to sales, strong communication, and the ability to manage multiple priorities in a fast-paced environment.

Qualifications

• High school diploma or equivalent required.
• Experience in insurance, mortgage, financial services, customer service, or sales is helpful but not required.
• Active Property & Casualty (P&C) license preferred or willingness to obtain one through employer-sponsored training.

Responsibilities

• Assist inbound customers seeking quotes and explain insurance options.
• Evaluate needs and recommend home, auto, and personal insurance solutions.
• Guide customers through policy options and the purchasing process.
• Maintain detailed customer records using CRM and related systems.
• Deliver excellent customer service through clear, professional communication.

Skills

Communication

Sales

CRM

Time management

Organization

Teamwork

Education

High school diploma

Tools

CRM systems

Job description

We're seeking a customer-focused Client Advisor to join our growing team! In this role, you'll work with pre-qualified inbound customers to help them secure the right insurance coverage while delivering an outstanding customer experience. If you enjoy consultative sales, building relationships, and helping people protect what matters most, we'd love to hear from you.

What You'll Do

• Assist inbound customers who have requested insurance quotes
• Evaluate customer needs and recommend appropriate home, auto, and personal insurance solutions
• Guide customers through policy options and the purchasing process
• Identify opportunities to bundle insurance products and provide additional value
• Process applications accurately and efficiently
• Maintain detailed customer records using CRM and related systems
• Deliver exceptional customer service through clear and professional communication
• Stay current on insurance products, underwriting guidelines, and industry trends
• Collaborate with team members to achieve individual and team goals
• Perform other related duties as assigned

What We're Looking For

• Strong communication and relationship-building skills
• Customer-focused with a consultative approach to sales
• Ability to identify customer needs and recommend appropriate solutions
• Excellent organizational and time management skills
• Comfortable working in a fast-paced, high-volume environment
• Experience using CRM or customer management systems is a plus
• Self-motivated with the ability to work independently and as part of a team

Qualifications

• High school diploma or equivalent required
• Previous experience in insurance, mortgage, financial services, customer service, or sales is preferred but not required
• Active Property & Casualty (P&C) license preferred
• Candidates willing to obtain a P&C license through employer-sponsored training are encouraged to apply

Why You'll Love This Opportunity

• Work with warm, inbound customer leads
• Comprehensive training and ongoing professional development
• Supportive, team-oriented environment
• Opportunity to build a rewarding career in the insurance industry
• Competitive compensation with growth potential