Business Operations Specialist, Customer Success
Traba
Salary
💰 $80,000 - $150,000 per year
Job Level
Junior
About the role
- 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.
Requirements
- Experience & Licensing: A minimum of one year of Property and Casualty Insurance experience is preferred, specifically with a brokerage that handles multiple carriers. A Property and Casualty License is preferred but not required, as we are committed to helping you with all licensing and renewals.
- Customer-Focused: You are a detail-oriented individual with a strong commitment to providing the best possible service, and you approach every interaction with patience, empathy, and professionalism. You are adaptable to varying customer personality types and situations
- Collaborative: You are eager to work in a fast-paced, team environment where you can manage your workload effectively and maintain a positive attitude.
- Proactive & Organized: You have a strong commitment to achieving results, with effective time management and a high level of performance under stress. You also possess good data entry skills and can navigate websites with ease.
- Communication Skills: You have good written and verbal communication skills, are self-aware, and maintain a positive attitude in all situations
- Technical Skills: You have a proficient working knowledge of G-Suite and Microsoft Office products.
- Cultural Alignment: You live, promote, and appreciate our company culture, and align with Outdoorsy's mission of empowering adventure.
