Lead Insurance Advisor

Location: Rochester, NY (hybrid)

NEXT’s mission is to help entrepreneurs thrive. We’re doing that by building the only technology-led, full-stack provider of small business insurance in the industry, taking on the entire value chain and transforming the customer experience. 

Simply put, wherever you find small businesses, you’ll find NEXT.

Since 2016, we’ve helped hundreds of thousands of small business customers across the United States get fast, customized and affordable coverage. We’re backed by industry leaders in insurance and tech, and we still have room to grow—that’s where you come in. 

The Lead Insurance Advisor supports NEXT Insurance’s vision by leading a high-performing, customer-focused Service team and ensuring excellence across the full customer policy lifecycle. This role is responsible for daily team performance, SLA attainment, and fostering a positive, accountable culture where Insurance Advisors are empowered to deliver exceptional service. They maintain deep knowledge of our insurance products and support escalations to ensure timely and effective resolution.

In partnership with the Service Department Manager and cross-functional teams, the Insurance Advisor Lead identifies opportunities to improve processes, reduce friction, and enhance the overall customer experience. They are forward-thinking in leveraging technology, automation, and AI-driven tools to improve operational efficiency, team productivity, and service delivery in the SMB insurance space.

What You'll Do: 

• Report to and support the Service Department Manager in daily operations, contributing ideas for process improvements and technology enhancements.
• Directly manage an assigned team of Insurance Advisors and collaborate cross-functionally with other teams and leadership to improve service delivery across the policy lifecycle.
• Monitor phone, chat, Slack, and ticket queues in real-time, leveraging data and technology tools to make necessary adjustments to achieve daily goals. This includes developing tactics, tracking individual development through 1:1 meetings, individual development plans, and performance management.
• Conduct regular team meetings to communicate team goals, performance updates, upcoming events/training, product updates, process enhancements, and overall company direction.
• Answer questions, assist with complex problems, and ensure work complies with quality standards and guidelines, while identifying opportunities for automation, AI support, and skills enhancement.
• Create and maintain a culture of teamwork and collaboration, fostering growth and removing obstacles to enable Insurance Advisors to focus on delivering exceptional customer service through efficient, tech-enabled workflows.
• Provide quality customer service by interacting with customers, addressing inquiries, and effectively handling escalations, while capturing insights to inform cross-functional improvements and smarter operational solutions.

What We Need: 

• Demonstrate strong customer focus and service leadership skills.
• Communicate clearly and effectively, both verbally and in writing.
• Be results-driven with strong organizational and prioritization skills.
• Proactively identify problems and recommends process improvements.
• Think strategically about service impact across the policy lifecycle.
• Be comfortable leveraging technology, automation, and AI to enhance operations.
• Posses strong industry and product knowledge.
• Hold an active P&C license and relevant experience in insurance and customer service.