Insurance Client Advisor

Westlake Village, California, United States Blend Insurance

Blend helps lenders maximize their digital agility. Our digital lending platform is used by Wells Fargo, U.S. Bank, and other leading financial institutions to increase customer acquisition, improve productivity, and accelerate the delivery of any banking product across every channel. We process more than $3.5 billion in mortgages and consumer loans daily, helping millions of consumers get into homes and gain access to the capital they need to lead better lives.

Blend is helping the insurance industry evolve and empowering it with the help of technology; Blend Insurance Agency will provide borrowers with the option to 1) shop and 2) purchase homeowners insurance. Our Agency team is all about helping people - you can apply your passion by assisting our customers with their insurance needs and our team members by helping them deliver an outstanding customer experience. 

We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Our physical office is located in Westlake Village, CA.

How you'll contribute: 

  • Utilize a consultative sales approach to sell insurance policies to prospective policy holders by providing rate quotes and coverage information
  • Counsel prospects and policyholders on coverage, limits, and help assess their goals and needs in a timely manner
  • Make customized product recommendations based upon your assessment
  • Close inbound sales from leads for homeowners insurance and service and maintain renewal policies
  • Acts as initial contact in addressing customer concerns regarding establishment of policies and new account status
  • Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
  • Utilize active listening and critical thinking skills to quickly analyze and clearly understand a specific request or customer need
  • Act as a broker for top insurance companies

Who you are: 

  • A current Property & Casualty license REQUIRED
  • 3+ years of insurance sales experience – with a proven track record of sales skills and abilities in a Contact Center
  • Passion for providing a great customer experience
  • Ability to work in a dynamic environment, and adapt at mastering new processes and procedures
  • Must be flexible with regards to scheduling
  • Comfortable working in a Contact Center environment
  • Excellent interpersonal skills including written, verbal and presentation delivery with ability to clearly communicate the features and benefits of products to customers
  • Strong computer skills and aptitude to quickly learn new systems
  • Must have a high level of initiative, drive and desire/openness to learn new skills and information

Benefits and Perks: 

  • Meaningful equity and a 401(k) plan
  • Comprehensive health benefits 
  • Wellness benefits covering a variety of wellness activities, fitness classes, fitness equipment and more 
  • Stipends for work from home office set up, internet, and meals 
  • Company-wide mental health days 
  • Weekly remote all hands
  • Up to 15 days accrued vacation per year
  • 16 weeks of paid parental leave
Blend is an equal opportunity employer that values diversity, inclusion and belonging. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity or expression, sexual orientation, age, marital status, veteran status disability status, or any other characteristic protected by law. We will consider for employment all qualified applicants with arrest and conviction records in a manner consistent with applicable law, including the San Francisco Fair Chance Ordinance.
If you have a disability and you wish to discuss potential accommodations related to applying for employment, please contact Blend at (650) 550-4810 or