Aardy

Client Manager, Licensed Insurance Agent

Aardy

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $26 per hour

Job Level

Junior

About the role

  • Responsibilities: inbound chats, calls, and emails from customers.
  • We do not cold call or solicit; no upsell; focus on finding the lowest priced policy that fits customer needs.
  • Maintain and coordinate with Aardy to ensure license is valid at all times.
  • Ensure name/address/license changes are updated in a timely manner.
  • Complete mandatory client manager training within first 30 to 45 days of employment.

Requirements

  • Valid Producer’s License with Line of Authority of Property Casualty (ideally with an expiration date 6 months or more in the future).
  • Must have a minimum of one (1) year insurance sales experience.
  • Must have a minimum of six (6) months experience in a 100% remote based position.
  • Must have a strong command of the English language (verbal and written) as well as excellent communication skills.
  • Customer service experience, ideally in a call center environment.
  • Computer literate with the ability to navigate basic software programs such as Microsoft Office, Slack, Zoom, Salesforce, Email, etc.
  • Excellent attention to detail.
  • Ability to learn new systems, skills, and tasks quickly.
  • Excellent time management skills with the ability to multi-task.
  • Must be able to work one weekend day as part of your weekly schedule.
  • Must have and maintain high speed Internet with the ability to connect to a wired ethernet connection.
  • Minimum speeds of 100 Mbps download, 25 Mbps upload, and a latency <= 50 ms. Not mandatory, but nice to have
  • A travel insurance background would be an advantage, but this is not required.
  • Ideally, you will also hold A, H & L, but this is not required.
  • Ability to type 50 wpm.