Licensed Property & Casualty Insurance Sales Advisor

HNE; Conshohocken (Montgomery County); On-site; USD 60,000 - 100,000; Full time

Job summary

HNE is seeking licensed Property & Casualty Insurance Advisors to join a fast-paced, high-volume sales environment with inbound, pre-qualified customers ready to purchase. You will advise, close, and maximize policy value, avoiding cold prospecting while delivering a seamless buying experience.

In this role you will engage with inbound shoppers, recommend home, auto, and personal lines solutions, and collaborate with teammates to drive growth in a scale-focused platform.

Qualifications

• Active Property & Casualty Insurance License.
• Strong ability to close business and identify cross-sell opportunities.
• Excellent communication and relationship-building skills.
• Highly organized with strong time management.
• Comfortable navigating CRM and agency systems.
• Self-driven with a competitive mindset and team-oriented approach.

Responsibilities

• Work with inbound insurance shoppers ready to move forward with coverage.
• Assess customer needs and recommend home, auto, and personal lines solutions.
• Identify and close cross-sell and bundling opportunities.
• Manage a high volume of quotes and policy transactions efficiently.
• Provide clear, professional guidance to help customers make informed decisions.
• Maintain accurate activity and policy records in CRM and agency systems.
• Stay current on carrier products, underwriting guidelines, and market trends.
• Collaborate with team members to drive overall performance and growth.

Skills

Active license

Close & cross-sell

Communication

Organization & time mgmt

CRM familiarity

Self-driven & team-oriented

Tools

CRM systems

Job description

We are building a next-generation insurance sales platform designed to connect consumers with the right coverage—quickly, efficiently, and at scale.

We’re seeking licensed Property & Casualty Insurance Advisors who thrive in a fast-paced, high-volume sales environment and want access to something most agents never get:

A consistent flow of pre-qualified inbound customers who are actively shopping and ready to purchase.

This is an opportunity to focus on what you do best—advising, closing, and maximizing policy value—without the burden of cold prospecting.

Why This Role Stands Out

Most insurance sales roles rely heavily on self-generated leads, referrals, or cold outreach.

In this role, you will:

• Work exclusively with inbound, pre-qualified shoppers
• Engage customers who have already initiated the quoting process
• Focus on closing business and optimizing coverage, not chasing leads

Your focus:

• Delivering a seamless and trusted buying experience

What You’ll Do

• Work with inbound insurance shoppers ready to move forward with coverage
• Assess customer needs and recommend appropriate home, auto, and personal lines solutions
• Identify and close cross-sell and bundling opportunities
• Manage a high volume of quotes and policy transactions efficiently
• Provide clear, professional guidance to help customers make informed decisions
• Maintain accurate activity and policy records in CRM and agency systems
• Stay current on carrier products, underwriting guidelines, and market trends
• Collaborate with team members to drive overall performance and growth

What Success Looks Like

Top performers in this role:

• Consistently convert inbound opportunities into closed policies
• Maximize revenue through multi-policy bundling
• Maintain strong follow-up discipline and pipeline management
• Handle high-volume workflows without sacrificing accuracy
• Build trust quickly and guide customers confidently through decisions

This environment rewards producers who can move efficiently, build rapport fast, and close effectively.

Qualifications

• Active Property & Casualty Insurance License
• Strong ability to close business and identify cross-sell opportunities
• Excellent communication and relationship-building skills
• Highly organized with strong time management
• Comfortable navigating CRM and agency systems
• Self-driven with a competitive mindset and team-oriented approach

Compensation

• Base Salary + Uncapped Commission

This platform is built for scale, creating real advancement opportunities for high performers, including:

• Senior Producer roles
• Specialized production paths

Why Join

If you’re a licensed P&C agent who wants to:

• Spend more time closing and advising instead of prospecting
• Work with warm, ready-to-buy customers
• Maximize your earning potential in a high-volume environment

This is the opportunity you’ve been looking for.