Support Services Person ll

Training & Licensing Provided | Pre-qualified Affiliate Company Leads

As part of a worldwide enterprise of over 7,000 employees , our client in Conshohocken, PA is launching a new business focused on serving the homeowner’s and auto insurance needs of our affiliated company's customers. This is a ground-floor opportunity to join a large, successful organization at the early stages of a high-growth initiative.

We are building a next-generation insurance sales platform designed to connect consumers with the right coverage quickly and efficiently.

This an excellent opportunity for those new to the industry because, we invest in our people by providing training and supporting motivated candidates through the licensing process . We will train you on the insurance industry where you will learn to service existing clients and sell insurance products.
Client Advisors work with warm, pre-qualified prospect s and guide them in selecting the best insurance products to fit their individual needs. Help customers finalize their policy purchase
Identify opportunities to bundle additional policies
Responsibilities Work with pre-qualified inbound customers who have already initiated insurance quotes
Review customer needs and recommend appropriate home, auto, and personal lines insurance solutions
Identify and present cross-sell opportunities , including bundling policies to maximize customer value
Process a high volume of insurance policies efficiently and accurately
Maintain strong relationships with customers through professional communication and service
Maintain accurate records in CRM and agency systems
Work collaboratively with team members to support overall agency growth

Performance Profile (What Success Looks Like)
Consistently bundle multiple policies per household
Maintain strong follow-up discipline with quoting customers
Build trust quickly and guide customers through coverage decisions
Agents who excel in this environment can generate substantial production and income growth.

Qualifications Ability to obtain Property & Casualty insurance license through our training
Previous insurance or mortgage experience is a plus
Strong communication and relationship-building skills
Comfortable working with CRM and agency management systems
Location In-office, Conshohocken, PA 19428
Benefits Health Insurance
Retirement Plan
If you are driven, customer-focused, and want access to consistent inbound opportunities with significant earning potential , we encourage you to apply and grow with us

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