INSURANCE ADVISOR

SHIELDCO INSURANCE

St. Louis (MO)

Hybrid

USD 25,000 - 30,000

Part time

4 days ago
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Job summary

SHIELDCO INSURANCE in Sullivan, MO is seeking an Insurance Advisor to be the primary client-facing contact for home and auto quotes. You will guide clients through coverage options, close warm referral business, and manage onboarding from quote to policy.

This mentorship-driven role offers a clear path for growth as you develop expertise and obtain your P&C license. Hands-on mentorship and a collaborative team environment support your development.

Qualifications

  • Missouri P&C insurance license required or expected to obtain soon.
  • Strong communication and ability to explain coverage clearly.
  • Detail-oriented with quoting, documentation, and CRM upkeep.
  • Coachable mindset with interest in learning the insurance business.

Responsibilities

  • Quote home and auto insurance policies accurately based on each client's needs.
  • Present coverage options clearly, without jargon, so clients understand exactly what they're buying and why.
  • Close warm, referral-based leads provided by the agency — no cold calling required.
  • Onboard new clients smoothly, making sure paperwork, payments, and policy details are handled correctly.
  • Keep CRM records current and accurate after every client interaction.
  • Collaborate with agency team members to ensure a consistent, high-quality client experience.
  • Stay current on P&C carrier products, rates, and relevant coverage changes.

Skills

Excellent communication skills
Detail-oriented
CRM experience
Quoting software proficiency
Coachable mindset
Customer service experience

Tools

CRM platforms
Quoting software
Carrier portals

Job description

Insurance Advisor

As an Insurance Advisor with a family-owned Property & Casualty agency in Sullivan, MO, you'll spend your time quoting home and auto policies, explaining coverage, and closing warm referral leads that are already interested in working with you. If you're detail-oriented, and genuinely enjoy helping people protect what matters to them, this could be a great fit.

Job Summary

We're hiring an Insurance Advisor to serve as the primary client-facing contact for home and auto insurance quotes. You'll guide clients through coverage options, close warm referral business (no cold calling), and manage the onboarding process from quote to policy. This is a mentorship-driven role with a clear path for growth.

Key Responsibilities
  • Quote home and auto insurance policies accurately based on each client's needs
  • Present coverage options clearly, without jargon, so clients understand exactly what they're buying and why
  • Close warm, referral-based leads provided by the agency — no cold calling required
  • Onboard new clients smoothly, making sure paperwork, payments, and policy details are handled correctly
  • Keep CRM records current and accurate after every client interaction
  • Collaborate with agency team members to ensure a consistent, high-quality client experience
  • Stay current on P&C carrier products, rates, and relevant coverage changes
Required Qualifications
  • Missouri Property & Casualty (P&C) insurance license, or willingness to obtain one shortly after hire
  • Strong communication skills — comfortable explaining coverage details clearly and confidently
  • Detail-oriented approach to quoting, documentation, and CRM management
  • Coachable mindset with a genuine interest in learning the insurance business
  • Reliable and warm in client interactions
  • Mid-level customer service or client-facing experience
Preferred Qualifications
  • Prior experience as an Insurance Advisor, insurance agent, or in a similar P&C sales/service role
  • Existing Missouri P&C license
  • Familiarity with CRM systems used in an insurance agency setting
  • Background in a referral-based or relationship-driven sales environment
Technical Skills
  • Comfortable navigating quoting software and carrier portals
  • Proficient with CRM platforms for tracking client interactions and policy details
  • Basic computer proficiency, including email and standard office software
  • Ability to learn new insurance carrier systems and tools quickly
Application Information

This is an hourly position with pay ranging from $18 to $22 per hour, based on experience. The role is based in Sullivan, MO. You'll receive hands-on mentorship as you grow into this role, with a defined path for advancement as you develop your skills and your P&C license. If you're ready to bring your energy and people skills to an Insurance Advisor role that values clear communication over sales pressure, we'd love to hear from you.

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