Insurance Advisor

The Opportunity

As an Insurance Advisor, you'll work as part of a personal lines insurance pod reporting to a team Sales Manager. This is a fast-paced, phone-driven role, and is a great fit for someone who is coachable, competitive, and energized by a busy queue.

What You'll Do

• Handle a high volume of inbound inquiries from prospective clients, along with outbound follow-up calls on quotes, leads, and referrals.
• Conduct a needs-based conversation with every client to understand their situation, then quote and place the best available home, auto, and other personal lines coverage for their needs.
• Cross-sell and round out accounts (e.g., bundling home and auto, adding umbrella or other lines) wherever it's the right fit for the client.
• Meet daily, weekly, and monthly production targets for calls, quotes, and written and retained policies. Established goals may vary month to month and are based on business volume.
• Accurately document every client interaction, application, and policy detail in the agency management system (AMS) and CRM.
• Hand off bound policies cleanly to your pod's Client Service Advisor, with the context and documentation they need to service the account well from day one.
• Partner with your Client Service Advisor and Sales Manager on retention — flagging at-risk accounts you hear about, and staying looped in on service issues that could affect a renewal.
• Participate in coaching sessions, call reviews, and team huddles, and actively apply feedback to improve conversion and quality.
• Stay current on carrier appetite, product changes, and underwriting guidelines that affect how you write business.
• Help build and refine the scripts, playbooks, and workflows that will define how every future Haven advisor is trained — this is a ground-floor role.

What You'll Bring

• Active Property & Casualty (P&C) or Personal Lines insurance license (required); multi-state licensure a plus.
• Experience in a high-volume, fast-paced sales or call center environment; personal lines insurance sales experience strongly preferred.
• A consistent track record of hitting production, conversion, or quota-based goals.
• Strong needs-assessment and cross-selling instincts — you look for the whole-account opportunity, not just the single policy in front of you.
• Comfort with CRM and quoting/rating systems, and the discipline to keep documentation clean and current.
• Excellent phone presence — clear, warm, and confident communication with clients from first call to close.
• Coachability — you take feedback well and apply it quickly.
• Comfort operating in a fast-paced, early-stage, remote-first environment where processes are still being built.
• An entrepreneurial mindset — you're energized, not intimidated, by building something at an early stage where the playbook is still being written.

What Success Looks Like
After completing training:

• You consistently meet or exceed your production targets.
• Your quote-to-bind conversion rate and cross-sell/rounding rate are strong and improving.
• Your policy documentation and application quality consistently pass QA review.
• You're a positive, engaged presence within your pod — someone your teammates and Sales Manager can count on.

Our Culture

We are Haven, LLC is built on the belief that the best outcomes — for clients, carriers, and the company — come from a team that genuinely loves coming to work. We're building a culture of growth, where people get better together, and a team that enjoys each other's company. We celebrate wins, invest in growth, speak honestly, and hold each other to high standards with kindness. We are a startup, which means things move fast and the work is real — but we are also building something meaningful together, and that energy is something we protect.

Pay & Benefits

We believe in recognizing our employees for the good work they do. Haven offers a competitive base pay in addition to monthly commissions, so your paycheck grows with the clients you help. Here's what else comes with the job:

• Health coverage: Medical, dental, vision, and life insurance, 100% paid by Haven for employee-only coverage
• Time off: Three weeks of PTO, 10 paid holidays, two personal days, and a paid volunteer day in your first year
• Licensing paid for: We cover your P&C/personal lines licensing and continuing education costs
• Self-Care Reimbursement: Up to $100 a month to spend on eligible self care services or products
• Fully remote: Work from home with a set schedule (no nights or weekends)

We're a small, growing team, so your work gets noticed and your ideas are heard.

Before Your Apply

Equal Opportunity Employment

We are Haven, LLC is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, or any other status protected by applicable federal, state, or local law.

Accommodations

We are Haven, LLC is committed to providing reasonable accommodations to applicants with disabilities. If you need an accommodation during the application or interview process, please contact support@wearehaven.com to make a request.

Application Eligibility

This position is open to applicants located in the United States, excluding the following states: Alaska, California, Colorado, Connecticut, District of Columbia, Hawaii, Illinois, Maine, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New Mexico, New York, Oregon, Rhode Island, Vermont, Virginia, and Washington. Applicants must reside in and be authorized to work from an eligible state at the time of application.

AI Expectations for Candidates

As Artificial Intelligence (AI) is becoming a common tool throughout the application process, we want to be clear about its appropriate use at We are Haven, LLC. Using AI to support resume writing, research, or interview preparation is acceptable, provided the content is accurate and genuinely represents your qualifications and skills. For other key parts of our interview process, however, it is important that the ideas, communication, and work you share reflect your own voice, experiences, and thinking. We ask that you participate in our live interviews and complete any assessments without AI assistance unless instructions explicitly indicate otherwise or a specific exception is discussed and approved in advance. This approach ensures fairness, celebrates your individuality, and allows your authentic perspective to shine. Behaviors that do not align with these guidelines may result in disqualification from the hiring process. We appreciate your understanding and look forward to learning about the unique contributions only you can bring to Haven.

Company Use of AI in Hiring

At We are Haven, LLC, we are committed to creating a fair and transparent hiring experience. As part of our process, we may use AI tools to assist with certain tasks, such as organizing applications, screening for job-related qualifications, or scheduling interviews. These tools help us improve efficiency and ensure consistency.

Please note that AI does not make any hiring decisions. All decisions regarding your application are made by our hiring team. The use of AI is solely intended to support our recruiters and hiring managers in managing the process effectively. If you have any questions about how AI is used during your application process, please feel free to reach out to us.

At-Will Employment

This job posting does not constitute an offer of employment or an employment contract. Any employment relationship resulting from this posting would be at-will, meaning either the employee or We are Haven, LLC may terminate the relationship at any time, with or without cause or notice, subject to applicable law.