Insurance Solutions Consultant - Home & Auto (Inbound)

BrightCover; Conshohocken (Montgomery County); On-site; USD 42,000 - 65,000; Full time

Job summary

BrightCover is seeking a Client Advisor to work with pre-qualified inbound customers to finalize insurance purchases and provide coverage recommendations. This role operates in a high-volume sales environment, delivering accurate, efficient, and consultative service to customers actively seeking coverage.

Responsibilities include engaging inbound quotes, evaluating customer needs for home, auto, and personal lines, guiding policy selection, and processing applications.

Qualifications

• High School Diploma required.
• Experience in insurance, mortgage, or sales preferred but not required.
• Active Property & Casualty license preferred or willingness to obtain training.

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.

Skills

Strong communication

Interpersonal skills

Time management

Organizational skills

CRM proficiency

Independent and team work

Education

High School Diploma

Experience in insurance/sales preferred

Tools

CRM software

Agency management systems

Job description

BrightCover is seeking a Client Advisor to work with pre-qualified inbound customers to finalize insurance purchases and provide coverage recommendations. This role operates in a high-volume sales environment, delivering accurate, efficient, and consultative service to customers actively seeking coverage.

Responsibilities include engaging inbound quotes, evaluating customer needs for home, auto, and personal lines, guiding policy selection, and processing applications.