Client Advisor, Insurance – Sales or Service

This is a fully remote position, open to applicants in Arizona, +9 more locations.

📋 Description

• Deliver exceptional care to customers by identifying coverage gaps, eligible discounts, and renewal modifications.

• Respond to inbound inquiries from customers seeking auto, home, motorcycle, and various other policies.

• Assist policyholders with changes to their policies and address service requirements.

• Acquire knowledge and recommend appropriate insurance providers from a diverse carrier panel.

• Become thoroughly acquainted with Jerry’s dynamic app and insurance product offerings.

• Resolve issues to connect clients with the right coverage solutions.

• Handle service requests related to vehicles, drivers, lienholders, and policy documentation.

• Gather customer feedback to enhance the product and overall customer experience.

• Engage in training prior to managing your first call.

⛳️ Requirements

• Previous experience in customer service, sales, or hospitality is advantageous but not mandatory.

• A genuinely friendly and positive demeanor.

• Ability to collaborate effectively within a team.

• Strong work ethic.

• Excellent problem-solving abilities.

• Strong communication skills.

• Must currently reside in one of the eligible states: Arizona, Florida, Georgia, Nevada, New York, North Carolina, Tennessee, Texas, Utah, or Virginia for this full-time hourly position.

• Must be legally authorized to work in the U.S.

• Holding a valid P&C license is beneficial but not necessary; Jerry will cover the costs to obtain one.

• Availability for full-time work.

🏝️ Benefits

• Medical, dental, and vision insurance.

• 401(k) matching contribution.

• Paid vacation time.

• Paid time off.

• Paid parental leave.

• Wellness benefits.

• Stock equity and stock options.

• Uncapped commissions for those pursuing the sales path.

• Flexible scheduling options: choose between a 5-day, 8-hour work week or a 4-day, 10-hour work week.

• Fully remote work environment.

• Work equipment provided.

• Costs for P&C insurance license, exam, and study materials are covered.

• Clear career progression opportunities within the insurance sector.

• Opportunities to influence the customer experience and see implemented suggestions.