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Jerry

Client Advisor, Insurance – Sales or Service

Jerry

. Take great care of customers and identify coverage gaps, eligible discounts, and renewal changes .

Posted 11/9/2026full-timeRemote • United StatesMid-LevelSenior💰 $19 - $21 per hourWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service and communication skills while effectively identifying coverage gaps and recommending suitable insurance products. Capable of problem-solving and processing service requests to enhance customer experience.

Highest-signal resume keywords
Customer Service ExperienceStrong Communication SkillsProblem Solving SkillsTeam CollaborationP&C License (Preferred)

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
Friendly AttitudePositive AttitudeStrong Work Ethic
Tools & Technologies
Insurance ProductsJerry App
Certifications & Qualifications
P&C License (Preferred)
Industry Keywords
Auto InsuranceHome InsuranceMotorcycle InsurancePolicy ChangesService Requests

About the role

Key responsibilities & impact
  • Take great care of customers and identify coverage gaps, eligible discounts, and renewal changes
  • Answer inbound calls from customers shopping for auto, home, motorcycle, and other policies
  • Assist policyholders with policy changes and service needs
  • Learn and recommend suitable insurance companies from a large carrier panel
  • Become deeply familiar with Jerry’s evolving app and insurance products
  • Solve problems to connect customers with appropriate coverage
  • Process service requests involving vehicles, drivers, lienholders, and policy documents
  • Provide customer feedback to improve the product and customer experience
  • Participate in training before taking the first call

Requirements

What you’ll need
  • Prior work experience in customer service, sales, or hospitality is a plus, but not required
  • Genuinely friendly and positive attitude
  • Willingness to work as a team
  • Strong work ethic
  • Strong problem solving skills
  • Strong communication skills
  • Must currently reside in an eligible location: Arizona, Florida, Georgia, Nevada, New York, North Carolina, Tennessee, Texas, Utah, or Virginia for this full-time hourly role
  • Must be legally authorized to work in the U.S.
  • A valid P&C license may be held, but is not required; Jerry covers the cost of obtaining one
  • Full-time availability

Benefits

Comp & perks
  • Medical, dental, and vision insurance
  • 401(k) match
  • Paid vacation time
  • Paid time off
  • Paid parental leave
  • Wellness benefits
  • Stock equity / stock options
  • Uncapped commissions for the sales path
  • Flexible scheduling: 5-day, 8-hour or 4-day, 10-hour work week
  • Fully remote work
  • Work equipment provided
  • P&C insurance license, exam, and study materials covered
  • Career path in insurance
  • Opportunities to shape the customer experience and see suggestions ship