Property and Casualty Client Advisor

Careington International Corporation is a solutions-oriented company. An established leader, we have been a trailblazer in the field of discount health care since 1979. Over the years, our mission has remained the same — to create discount health programs that are marketable to the employer, profitable to the provider and economical for the member. In response to a growing demand for our products and services in recent years, our growth means that we continuously strive to recruit innovators to join our fast-paced, forward-thinking team.

Careington Benefit Solutions is currently seeking a Client Advisor for our Property & Casualty division. The position offers a hybrid work schedule: three days a week at our North Frisco office and two days from home, with alternating Saturdays. The work hours are from 8:30 AM to 5:30 PM.

Client Advisors will consult with customers to identify their auto, home, and other personal insurance needs and custom tailor solutions to fit. Client Advisors will be responsible for outbound follow-up and prospecting activities as well as handling inbound call volume.

The compensation for this role includes an hourly wage along with additional earnings based on commission.

Duties & Responsibilities: 

• Place outbound calls to prospective individuals and other qualified leads (no cold calling).


• Source quotes and policies through active networking and prospecting to generate referrals for P&C insurance products.


• Efficiently handle a large quantity of inbound sales calls while making outbound calls.


• Utilize consultative sales practices to provide customized quotes, sell value, overcome objections, and pursue a one-call-one-close outcome where possible.


• Meet and exceed metric goals for inbound and outbound calls, quotes, sales and others.


• Manage and track customer requests for follow-up as required.


• Ensure all phone calls are answered timely, and quotes are completed accurately and delivered as efficiently as possible.


• Be a licensed Property & Casualty Agent. Learn, understand, and retain specific policy coverage information for multiple carriers across multiple States.


• Work with team to exceed goals and metrics set forth by management including sales per week, quotes per week, calls per day and per week, handle time, and customer satisfaction.


• Be an active problem solver to help the organization improve workflows and efficiency of the team.

  Knowledge, Skills, and Abilities:

• Phone Sales Experience


• Strong work ethic


• Exert a high level of energy, drive, and enthusiasm


• Must be a self-motivator with a desire to add value to the day-to-day operations of the department


• Commission Driven with quarterly bonus


• Goal-Oriented


• Flexibility in scheduling


• Must be able to accurately retain sales campaign knowledge and apply learned sales tactics


• Must have the ability to work independently and with others when appropriate


• Impeccable communication skills – both written and verbal


• Must have professional phone demeanor and superb listening skills  


• Must be extremely organized with the ability to effectively manage multiple tasks  


• Ability to easily adapt to departmental changes


• Have a strong desire to meet the department’s overall goals

Education, Experience & Software:

• Property & Casualty agent license required


• College degree preferred but not required


• Computer skills and experience with Microsoft Applications. Specifically, Microsoft Excel


• Interest and experience in both inbound and outbound sales calls