Client Advisor

Job Description

THIS IS YOUR OPPORTUNITY.

We're a fast-paced, technology-driven agency looking for a motivated Client Advisor who takes pride in helping people, solving problems, & getting things done.

This role is perfect for you if you're proactive, organized, dependable, & enjoy helping clients find the right solutions for their needs.

We reward performance, initiative, & hard work.

• Do you take pride in helping clients make decisions that are in their best interest?
• Are you organized & detail-oriented?
• Do you enjoy solving problems & finding solutions?
• Are you confident communicating with clients/leads?
• Do you work well in a fast-paced environment?

• Health Insurance
• Dental Insurance
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Down Payment Assistance
• Life Insurance
• Vision Insurance
• Disability Insurance

• Contact Clients & Prospects by phone, text, & email
• Initiate outbound calls to clients & prospective clients
• Gather information needed to prepare quotes, proposals, & policy reviews
• Request documents & follow up on outstanding information
• Assist with policy renewal & client review outreach
• Identify additional needs & opportunities for existing clients
• Provide a professional & helpful client experience

• TX General Lines Property & Casualty License
• Reliable transportation
• Current Texas Driver License
• Current Vehicle Insurance