Source Job

$62,928–$85,200/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, converting qualified opportunities into closed policies via phone, SMS, and email.
  • Recommend the right coverage based on customer needs using a consultative, customer‑first approach that balances protection, price, and eligibility.

Sales Insurance CRM Communication Pipeline Management

20 jobs similar to Home & Auto Insurance Advisor

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Canada 4w PTO

  • Help prospective clients navigate life, critical illness, and health & dental insurance options using PolicyMe’s digital platform and your product knowledge.
  • Speak with customers in both French & English to answer questions and guide them through the buying process.
  • Recommend the right coverage based on customer needs, using a clear and honest consultative approach.

PolicyMe is modernizing insurance, making it simpler and more accessible. As a remote-first, Toronto-based startup, they're committed to building the future of insurance in Canada and beyond with a fast-paced, collaborative environment.

North America

  • Identifying prospects’ needs, influencing decisions and selling insurance products.
  • Tailoring interactions by utilizing emerging technology solutions.
  • Creating a trusting environment that fosters new sales opportunities and retention of existing business.

The OTIP Group of Companies believes that something special happens when employees feel valued, supported, and included. They say they put their people at the centre of everything they do. They are growing their future to deliver meaningful benefits support and service.

North America

  • Connect with customers from company-provided warm leads to discuss vehicle protection coverage options.
  • Clearly explain product features, benefits, and pricing to help customers make informed decisions.
  • Meet or exceed individual performance metrics including sales conversions, calls, and lead development.

APCO Holdings partners with dealerships across North America to deliver innovative vehicle protection products and services that enhance the ownership experience for customers and drive growth for their partners. They foster collaboration across operations, technology, risk, finance, marketing, and sales to deliver solutions that create measurable value and support continued growth.

$59,900–$93,725/yr
Canada

  • Investigate and research the value of vehicles through various methods.
  • Review and analyze documents from internal and external sources.
  • Provide a superior customer service experience for policyholders.

Jobgether is helping candidates find jobs. The company uses AI to match candidates with fitting roles.

US 3w PTO

  • Engage with customers and guide them through the insurance comparison and switching process
  • Analyze customer insurance needs using a consultative and empathetic sales approach
  • Exceed monthly sales targets while maintaining accuracy and integrity of the products sold

Experian Insurance Services is reinventing the insurance broker model with technology, data, and human interaction. They're committed to building smart technology that saves our customers time, money, and unnecessary hassle and is a Great Place To Work™ in 24 countries, FORTUNE Best Companies to work and Glassdoor Best Places to Work.

Canada

  • Coach brokers specializing in the Contractors space to navigate a high-volume pipeline.
  • Drive GWP growth and optimize conversion ratios, ensuring speed to market.
  • Lead daily huddles, coaching sessions, and file audits to maintain accuracy and service standards.

Zensurance is redefining commercial insurance for Canadian businesses by providing a digital-first experience. As a leading InsurTech, its platform combines technology with expertise to deliver tailored insurance solutions that help businesses thrive.

US Unlimited PTO

  • Engage with interested leads from marketing or lead generation channels.
  • Conduct high volume outreach (calls, emails, SMS) to present platform benefits.
  • Vet agencies, facilitate sign-up/contract, and support onboarding onto the platform.

First Connect Insurance Services is a digital platform providing independent insurance agents with access to top US carriers. They are on a mission to overhaul the technology agents have access to, putting consumer-grade software at their fingertips. They have partnerships with thousands of active agents with hundreds joining monthly and plan to accelerate their growth.

$40,000–$100,000/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 of Kin’s insurance products while addressing customer questions.

Kin is committed to making life simpler, more affordable, and better for homeowners, especially in areas facing climate risks and rising costs. They are a remote-first company founded in 2016 with Kinfolk across 35+ states, emphasizing growth, customer satisfaction, and long-term sustainability.

US 2000w PTO

  • Serve as the first point of contact for clients, providing prompt and professional service.
  • Manage the placement of new and renewal accounts with carrier partners across P&C and Life & Health lines.
  • Ensure the successful renewal and retention of accounts through proactive service and relationship management.

Trucordia is an insurance brokerage built on successful businesses across the country. With over 5,000 team members across 200 offices, they offer people, tools, and solutions to deliver exceptional experiences.

$75,000–$235,000/yr
US

  • Goal-oriented self-starter with time management skills.
  • Excellent communicator passionate about helping others.
  • Desire to grow personally and professionally.

They are hiring passionate and responsible individuals to be licensed independent agents in insurance. They provide a supportive environment with training and mentorship.

$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 that helps car owners save money and time on their vehicles. They have over 4 million customers and offer services beyond insurance, such as refinancing, safety, and repairs.

$48,000–$50,000/yr
US 2w PTO 14w maternity 8w paternity

  • Own high-volume customer interactions via phone, chat, and email, providing clear guidance on policies and payments.
  • Create, update, and process homeowners insurance policies, endorsements, payments, and refunds accurately and urgently.
  • Educate policyholders on coverage details and policy changes to help them make informed decisions about their homes.

Kin provides simpler, more affordable, and better homeowners insurance, focusing on areas with climate risks and outdated systems. With a remote-first approach, Kin has been recognized as a top workplace and is committed to building a meaningful work environment with real impact.

$100,000–$180,000/yr
US

  • Meet with clients virtually or in person to assess financial protection needs.
  • Generate leads through referrals, outreach, and networking.
  • Learn and implement proven sales systems.

SalesDraft Recruiting helps individuals build a long-term career in insurance and financial services. They operate in a culture driven by accountability, growth and personal development, performance and results.

$40,278–$48,334/yr
Canada 4w PTO

  • Manage a caseload of in-progress applications through the underwriting process
  • Coordinate and follow up on medical exam bookings with vendors and clients
  • Handle inbound calls and respond to client emails

PolicyMe is Canada’s leading digital insurance solution, offering straightforward and affordable financial protection for families. They operate with a remote-first culture, attracting top talent from across Canada, with employees who are ambitious, yet humble.

$150,000–$200,000/yr
US

  • Connect with people who already asked for help protecting their families.
  • Design your schedule your way, true work-life balance.
  • Driven, coachable individuals who want to make a real impact.

Meron Financial Agency believes you can have both financial success and a life you love. They're building leaders, entrepreneurs, and legacies and provide mentorship, tools, and a proven system to help their employees grow without limits.

$19–$21/hr
US

  • No Cold Calling: Customers come to us through our app because they already want help; guide them to the finish line.
  • Expert Advice: Explain insurance options so they make sense to everyday people.
  • Fast-Paced & Tech-Focused: Handle several things at once while staying friendly with the best tools and tech.

Jerry is the #1 rated app for car owners, helping over 5 million people save money on insurance, repairs, and loans. Since 2019, it has become one of the fastest-growing tech companies in the U.S.

US

  • As a Benefit Advisor, you assist Medicare-eligible participants nationwide in selecting insurance plans that meet their needs.
  • You will spend your day on phone conversations, exercising patience, establishing rapport, and showcasing your knowledge.
  • You must have an active Resident State Life and Health Insurance license to qualify for this role.

WTW operates in a highly regulated environment, maintaining a diverse working environment of dedicated associates, in an open call center layout. They utilize the latest in technology, and top of the line computer and telephony systems.

Global

  • Maintain and update client records; organize digital files.
  • Manage incoming and outgoing communications.
  • Monitor and manage claims within the CRM system.

Hammerjack connects skilled professionals from the Philippines with businesses worldwide, leveraging expert operations and the latest technology. They empower their community by fostering meaningful professional relationships and driving success on a global scale.

$60,000–$85,000/yr
US

  • Advise clients on maximizing platform benefits.
  • Guide clients in optimizing insurance strategy.
  • Prepare applications and ensure accurate data submission.

Embroker is making commercial insurance radically simple. They have raised over $150M in funding and uses a technology-first and customer-centric approach.

$65,000–$75,000/yr
US Unlimited PTO

  • Serve as the primary point of contact for clients after onboarding
  • Develop and maintain strong relationships with key-stakeholders
  • Schedule, coordinate, and conduct agent training sessions

First Connect Insurance Services is a digital platform providing independent insurance agents access to top US carriers. We’ve got thousands of active agents with hundreds joining monthly, and we plan to accelerate our growth.