Position Summary
The Coverage Coach is responsible for converting auto insurance leads and clients into long-term, retained households. This role bridges the gap between new business and retention by proactively guiding clients through their auto coverage options, ensuring they are fully protected, confident, and loyal to the agency.

At the core, this role embodies our agency’s values: grit, discipline, competitive mindset, and the drive to make winning plays for every client.

Key Responsibilities

Client Onboarding & Handoff

• 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.

Auto Sales & Retention

• 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.

Metrics & Accountability

• 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.

Qualifications

• Required: Active Property & Casualty license (can be 440, 20-44, or 220 for this role)
• 1–2 years of sales or account management experience in insurance or financial services preferred.
• Strong communication and client education skills — able to simplify auto coverage concepts.
• Comfort with structured follow-up systems and working a pipeline consistently.
• Tech-savvy (CRM/AMS, quoting systems, email/text automation).

Core Values

• Grit: Stays the course through challenges and pushes past obstacles to protect clients and grow the agency.
• Discipline: Shows up every day with consistency, structure, and execution that produces results.
• Competitive Mindset: Thrives on winning — not only writing auto policies, but outperforming past results and raising the bar for the team.
• Winning Plays for Clients: Always looks for ways to create the best outcome — saving money, adding protection, and delivering peace of mind.

Core Competencies

• Educator Mindset: Frames coverage conversations as guidance, not pressure.
• Persistence with Empathy: Follows up consistently while keeping client-first values.
• Process Discipline: Works a repeatable system daily for maximum conversion.
• Team Collaboration: Partners with producers and service staff for seamless client experience.