Sales - Insurance Advisor

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is Seeking an Insurance Advisor – Sales to join our growing team!

The Insurance Advisor Level I acts as a subject matter expert to shoppers for all things related to Small Business and/or Personal Insurance needs and provides leadership as needed in the absence or direction of the Director of Sales. In this role, the Insurance Advisor makes recommendations on coverage based on information obtained through a curated interview process with the shopper

How You Will Contribute

• Strong team player and ability to work independently to achieve individual, team, and company-based goals or objectives.
• Handle any related shopper/customer inbounds, digital bind requests, and related customer follow-ups in a timely fashion.
• Outbound dialing will be required for purchased data leads
• Always provide excellent customer service to ensure high NPS & CSAT. (net promoter scores & customer satisfaction)
• Friendly and prompt service with clients and business partners.
• Follow CoverHound’s NPS-driven guidelines for providing accurate and timely information to our shoppers & customers.
• Assist Customers with the policy purchase process, verifying all the policy information prior to binding, processing payments, assisting customers with the DocuSign process, and reviewing settlement sheets for accuracy.
• Alert Team Lead or other members of the leadership team of system or carrier issues.
• Attend training for our Insurance Carrier partners.
• Maintain current knowledge of our guidelines and procedures through provided training, materials, and educational resources.
• Responsible for keeping P&C license and continuing education up to date and within good standing.
• Accomplishes organizational goals by accepting ownership for new and different requests; exploring opportunities to add value to the company's culture and vision.

Skills & Experience to Be Successful

• Highschool Diploma or GED
• State Issued Property and Casualty Insurance License
• Proficient with MS Office Suite and Google Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of accuracy and attention to detail
• 1 – 3 years experience in a sales position
• Insurance Sales Experience (Personal lines or Commercial) (preferred)
• Call Center Experience (preferred)
• Bilingual in English and Spanish (preferred)

#LI-DR1

Pay Range

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance  
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement 
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. 

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.