Source Job

US Canada Unlimited PTO

  • Deliver exceptional service to existing and prospective policyholders via phone, email, and SMS - ensuring prompt, accurate, and personable support on every interaction.
  • Retain and grow customers by managing renewals, identifying at-risk accounts, and presenting competitive solutions that maintain coverage while reducing churn.
  • Drive revenue through consultative selling, quoting and binding additional lines of coverage or improved renewal options for existing customers using multiple carrier platforms.

CRM Sales Retention Insurance Tech

20 jobs similar to Licensed P&C Insurance Service Advisor

Jobs ranked by similarity.

US Unlimited PTO

  • Assist potential customers with navigating our online insurance shopping experience.
  • Work with existing customers to answer and resolve basic administrative and billing questions.
  • Propose process and product solutions to improve our customer experience.

SimplyInsured aims to eliminate fear in health insurance for small business owners, offering transparent and accessible solutions. With over 20,000 customers and partnerships with NetSuite, Toast, and Square, they are growing quickly and disrupting the health insurance industry.

$19–$21/hr
US

  • Respond to inbound calls from existing customers
  • Process service requests such as adding/removing vehicles and drivers, adding lienholder information, sending policy documents, etc.
  • Help customers with questions they have regarding existing insurance policies in relation to coverages or policy benefits or make changes to existing policy

Jerry.ai is a fintech startup helping car owners save time and money. They have over 5 million customers and have expanded beyond insurance shopping to refinancing, safety and repairs to become the #1 rated AllCar app in the App Store.

$64,033–$87,316/yr
Canada 4w PTO

  • Educate prospective customers on Home & Auto insurance options using PolicyMe’s digital platform and your product expertise.
  • Manage a high-volume, inbound pipeline of Home & Auto leads, moving them efficiently through the sales funnel.
  • Recommend the right coverage based on customer needs using a consultative, customer‑first approach.

PolicyMe is a leading digital insurance solution in Canada, offering straightforward and affordable financial protection for families. They have a remote-first culture and are committed to making insurance simpler and more accessible for Canadians.

$75,000–$235,000/yr
US

  • Goal-oriented self-starter, and highly motivated.
  • Excellent communicator, and passionate about helping others.
  • Enjoy work-life balance, vacation trips, and discounted insurance.

They are hiring a passionate and responsible individual who is licensed or interested in becoming a licensed independent agent in life, accident, and health insurance. This is an entrepreneurial business opportunity offering uncapped earning potential and world-class mentoring.

Sales Agent

Branch
US

  • Drive impactful conversations through inbound and outbound calls, creating a seamless and delightful experience.
  • Deliver fast, accurate multi-carrier quotes grounded in strong underwriting judgment.
  • Move confidently through multiple systems (rater/carrier platforms) with speed, accuracy, and efficiency.

Branch is on a mission to make insurance more accessible, so more people can be covered. As they redefine insurance, they also want to redefine what it means to work in insurance.

$40,000–$88,000/yr
US 2w PTO 14w maternity 8w paternity

  • Connect with potential customers to understand their needs and recommend tailored insurance solutions.
  • Consistently meet or exceed sales targets by building strong customer relationships.
  • Clearly communicate the value and benefits of Kin’s insurance products while addressing customer questions with confidence

Kin is redesigning insurance to be smarter, faster, and centered on the customer. They use intelligent pricing, offer seamless bundling, and aim to make every step simple and friction-free. Kin empowers people to protect what matters most, starting with their homes.

Philippines

  • Manage a book of personal lines clients and handle policy servicing.
  • Communicate with carriers to market, quote, and bind coverage.
  • Identify coverage gaps and cross-sell opportunities in a consultative manner.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

US

  • Handle and carefully respond to all inbound and outbound customer inquiries
  • Complete sales with customers while generating quotes, costs and overall coverage
  • Provide excellent customer service through all interactions while active listening

TP is a global, digital business services company that delivers digitally powered business services. With more than 500,000 employees, they focus on supporting their communities, clients, and the environment with a balanced high-tech and high-touch approach.

US 4w PTO

  • Educate and support customers requesting to cancel their policy by delivering exceptional service through inbound calls and email.
  • Manage high call volumes while balancing empathy, efficiency, and productivity under tight deadlines.
  • De-escalate challenging situations with empathy and professionalism, using strong communication skills while embodying Trupanion’s core values.

Trupanion is a leading provider of medical insurance for cats and dogs in North America with a mission to help loving, responsible pet owners budget and care for their pets. They offer a collaborative pet-friendly environment where everyone is encouraged to be themselves.

US 4w PTO

  • Educate and support customers requesting to cancel their policy by delivering exceptional service.
  • Manage call volumes while balancing empathy, efficiency, and productivity under deadlines.
  • Provide outstanding customer support by active listening, investigating concerns and solution-oriented action.

Trupanion is a leading provider of medical insurance for cats and dogs in North America. They aim to help loving, responsible pet owners budget and care for their pets in a collaborative pet-friendly environment where everyone is encouraged to be themselves.

US 3w PTO

  • Handle inbound calls and warm leads, consulting with customers on their insurance needs.
  • Match the correct coverages, products, and benefits to convert sales leads into policyholders.
  • Represent the Liberty Mutual brand, connecting customers to the right products for their individual needs.

Liberty Mutual is a Fortune 100 company. They value hard work, integrity, and commitment to make things better, and they put people first by offering benefits that support life and well-being, fostering an inclusive culture where everyone can thrive and make a meaningful impact.

US 3w PTO

  • Handle inbound calls and warm leads to convert sales leads into policyholders.
  • Consult with customers on their insurance needs and match the correct coverages, products, and benefits.
  • Represent the Liberty Mutual brand and connect customers to the right products for their needs.

Liberty Mutual is a global insurance company. They offer a wide range of insurance products and services. They operate with a focus on creating a workplace where everyone feels valued and supported, offering comprehensive benefits and opportunities for professional development.

Canada US

  • Build relationships with key influencers and internal cross functional teams.
  • Deliver compelling customer presentations and proposals that articulate the Duck Creek Value Proposition.
  • Implement a sales strategy to guide the sales team and maintain knowledge of the Company’s technology and products.

Duck Creek Technologies is an intelligent solutions provider defining the future of the property and casualty (P&C) and general insurance industry. They are the platform upon which modern insurance systems are built. With more than 1,800 employees across the globe, Duck Creek is proud to be a Flexible-First employer.

$26–$26/hr
US Unlimited PTO

  • Provide accurate assistance to support the administrative needs of Brokers and Admins across phone and email.
  • Assist with the administrative side of onboarding and system needs for new and renewing Sana plans.
  • Address and resolve complaints or problems, such as billing discrepancies and coverage denials.

Sana is a health plan solution built for small and midsize businesses — designed around their integrated primary care service, Sana Care. They've been remote-first since day one, with a fully distributed team across the U.S., and value curiosity, ownership, and speed—building in the open, together.

US 3w PTO

  • Handle inbound calls and warm leads to convert them into policyholders.
  • Consult with customers on their insurance needs and match the correct coverages, products, and benefits.
  • Represent the Liberty Mutual brand and connect customers with the right products for their individual needs.

Liberty Mutual Insurance is a Fortune 100 company. They are dedicated to creating a workplace where employees feel valued and supported, with inclusion embedded in their culture.

US

  • Oversee client service and communication, ensuring excellence in every interaction.
  • Manage administrative processes for client insurance policies such as renewals and invoicing.
  • Work with underwriters to find creative solutions for customer needs and facilitate client claims processes.

Insurance Office of America (IOA) provides property and casualty, employee benefits, personal lines insurance, and risk management solutions, including insurtech innovation. The company, founded in 1988, has over 1,300 associates in over 60 offices in the U.S. and UK.

US

  • Work from home, or anywhere you choose
  • Qualified leads connected for you
  • Clear advancement pathways

Global Elite Empire Consultants is a third-party recruiter. They may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses; however, final hiring decisions are ultimately made by humans.

US

  • Suport customers by phone and email with quotes, new policies, billing inquiries, underwriting questions, and policy changes.
  • Process insurance transactions such as endorsements, cancellations, and coverage updates while ensuring compliance with industry regulations and internal policies.
  • Provide great service (no cold calling)

Qualfon delivers engaging interactions and positive experiences. They strive to provide job opportunities and be the partner of choice for clients.