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Brightway Insurance · 1 month ago

Coverage Coach (Auto Specialist)

Sunrise, FL

Full-time

Onsite

Entry Level

1+ years exp

Brightway Insurance is seeking a Coverage Coach to convert auto insurance leads into long-term clients. This role focuses on guiding clients through their auto coverage options and ensuring they feel protected and satisfied with their insurance choices.

Insurance

Hiring Manager

Joe Reilly

Responsibilities

Receive warm handoff from producer after an auto policy sale

Introduce self as the client’s Coverage Coach and explain purpose: to make sure the client’s auto coverage is the best fit for their needs

Schedule follow-up calls within a week to review coverage details, answer questions, and reinforce value

Educate clients on auto coverage options in clear, client-friendly terms

Identify opportunities for improved protection (e.g., higher liability limits, uninsured/underinsured motorist, roadside assistance, comprehensive/collision)

Follow up systematically with auto clients to close coverage gaps and improve protection

Support renewal conversations, focusing on keeping clients satisfied and retained

Track auto conversion ratio, retention rate, and client satisfaction

Meet or exceed monthly/quarterly goals for new auto policies and renewals

Maintain accurate client notes in CRM/AMS

Qualification

Active Property & Casualty licenseSales experience in insuranceClient education skillsTech-savvy (CRM/AMS)Structured follow-up systemsCommunicationTeam collaboration