Insurance Service Agent
Outdoorsy
full-time
Posted on:
Location Type: Hybrid
Location: Austin • Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $45,000 - $51,000 per year
Job Level
Junior
About the role
- 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.
Requirements
- Experience & Licensing: A minimum of 1 year of experience in property and casualty insurance (Broker, Captive, or Carrier) is preferred. 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.
Benefits
- Growth Opportunity: Join a company in its early stages and help build its foundation for success.
- Competitive Compensation: Receive a competitive salary with the potential for additional variable pay.
- Comprehensive Benefits: We offer a full health and welfare benefits package, a 401(k) match, and flexible Paid Time Off.
- Fun Office Atmosphere: Lively office, stocked with endless snacks, regular Happy Hours, catered lunches, and team building events.
- Work-Life Balance: Enjoy RV rental discounts and a company culture that values a healthy balance between work and adventure.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
property and casualty insurancedata entryupsellingcross-sellingpolicy change processingcustomer retentioncertificate issuanceevidence of insurancebinder issuance
Soft skills
customer-focuseddetail-orientedpatienceempathyprofessionalismadaptabilitycollaborationtime managementpositive attitudecommunication
Certifications
Property and Casualty License