Outdoorsy

Insurance

• Utilize technology automation tools and A.I. to create efficiencies throughout workflows while up-skilling the team.
• Lead, mentor, and motivate a team of service and retention specialists, fostering a positive, high-performance culture.
• Conduct regular 1:1 coaching sessions, performance reviews, and call/ticket quality assurance (QA) to ensure adherence to service standards.
• Develop and implement training programs for new hires and continuous education for existing team members.
• Oversee all day-to-day operations of the service team, managing inbound/outbound calls, emails, and chat queues.
• Own and manage all team schedules, ensuring appropriate staffing levels (SLA) and adherence.
• Define, track, and report on key performance indicators (KPIs) such as customer satisfaction (CSAT), net promoter score (NPS), first-call resolution (FCR), and retention rates.
• Foster a positive work environment and culture.
• Proactively identify inefficiencies in existing workflows and create new processes to improve team productivity and the customer experience.
• Analyze service and retention trends to provide actionable insights and feedback to leadership and cross-functional partners (e.g., Product, Underwriting).
• Serve as the primary point of contact for escalated customer issues, resolving complex problems with empathy and efficiency.

Insurance Service Manager

• Take customer calls and handle email correspondence regarding billing questions, online payments, renewals, and cancellations.
• Process incoming policy change requests from customers.
• Review policy coverages and issue certificates of insurance, evidence of insurance, or binders.
• Retain customers by overcoming objections to cancellation and providing effective solutions.
• Upsell ancillary products such as roadside assistance, tire & wheel protection, and pet insurance.
• Identify opportunities to cross-sell and transfer new business leads to the sales team.

Insurance Service Agent

Public Relations

• Provide critical support to the media relations team by maintaining media lists and conducting research
• Assist with administrative tasks to ensure smooth operations
• Target the right journalists and publications for media efforts
• Identify new media opportunities and relevant industry trends
• Be informed about how AI is reshaping the media and communications landscape

Junior Media Relations Specialist – Part-Time

Account Executive

• Engage customers using a consultative sales approach to understand their insurance needs and recommend personalized solutions across property, casualty, and personal lines.
• Proactively identify opportunities for cross-selling and up-selling, and assist customers in transitioning between Roamly and third-party insurance carriers when appropriate.
• Clearly explain coverage options, policy terms, and insurance processes in a way that’s easy for customers to understand.
• Drive lead conversion through high-volume outbound outreach and responsive handling of inbound inquiries.
• Manage the complete sales process—from quoting insurance products using Roamly’s proprietary tools, to gathering underwriting information, and guiding customers through to policy purchase and binding.
• Maintain accurate and timely documentation of customer interactions and follow-ups using Close.AI.
• Stay current on all available insurance products, systems, and carrier platforms to deliver informed, high-quality service and support.

Insurance Account Executive

Community Manager

• Lead the company’s field marketing strategy to support the company’s aggressive growth plans and create a competitive advantage within the various market segments.
• Plan and implement company presence at local events, trade shows, campsites, and other physical locations to meet RV owners, in collaboration with marketing, operations, and product teams.
• Own the outbound strategy to deliver on growth, efficiencies, cost, quality, and capacity.
• Source, select, negotiate, and manage relationships with event and location partners.
• Synthesize and prioritize RV owner and internal team needs; initiate and lead market research.
• Improve core processes, partnerships, internal tooling, and training for field marketing employees; evolve market expansion playbook and execute against it.
• Cultivate and provide opportunities for rising talent; supervise two advertising and promotions managers.

Director of Community Growth

• Serve as a front-line advisor assisting prospective and existing clients in obtaining homeowners, auto, RV and other insurance products.
• Use consultative sales approach to understand customers' insurance needs and recommend personalized solutions across property, casualty, and personal lines.
• Proactively identify cross-selling and up-selling opportunities and assist customers in transitioning between Roamly and third-party carriers when appropriate.
• Clearly explain coverage options, policy terms, and insurance processes to customers.
• Drive lead conversion with high-volume outbound outreach and responsive handling of inbound inquiries.
• Manage complete sales process: quote using Roamly’s proprietary tools, gather underwriting information, guide customers through policy purchase and binding.
• Maintain accurate and timely documentation of customer interactions and follow-ups using Close.AI.
• Stay current on available insurance products, systems, and carrier platforms to deliver informed service and support.
• Work onsite in Roamly's Austin, TX office and collaborate with Front Line Leaders for onboarding and ongoing support.

Insurance Sales Agent

• OTE Range: $80,000 - $150,000
• About Roamly: Roamly Insurance Group (Roamly), a wholly-owned subsidiary of Outdoorsy Holdings, Inc., is the first full-stack Insurtech for travel enthusiasts. Roamly is where the insurance industry and technology intersect to enhance the customer experience. Roamly removes traditional technology and coverage barriers by providing innovative protection for underserved markets across recreation lines and global mobility markets.
• About the Role: As an Insurance Service Agent at Roamly, work hybrid from Aventura, FL office; serve as a trusted advisor assisting prospective and existing clients in obtaining homeowners, auto, RV, and other insurance products.
• Key Responsibilities—Customer Engagement & Consultative Sales: Engage customers consultatively, identify cross-sell/up-sell opportunities, explain coverage options and policy terms.
• Key Responsibilities—Lead Conversion & Sales Execution: Drive lead conversion via high-volume outbound outreach and responsive inbound handling; manage complete sales process from quoting to binding using Roamly tools.
• Key Responsibilities—Tools, Documentation & Compliance: Maintain documentation using Close.AI; stay current on products, systems, and carrier platforms to deliver high-quality service.