Insurance Service Agent
Roamly
full-time
Posted on:
Location Type: Remote
Location: Texas • United States
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Salary
💰 $55,000 - $65,000 per year
Job Level
About the role
- Effectively multitask while taking customer calls and handling 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 required.
- Excitement for Change: You aren't just okay with change—you are excited by it. You enjoy being part of the evolution of a brand.
- Multitasking Excellence: You are a master of managing your workload effectively, often handling competing priorities and high-volume tasks at once.
- 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.
- Technical Skills: You have a proficient working knowledge of G-Suite and Microsoft Office products.
Benefits
- Competitive Compensation: Base salary of **$55,000-$65,000 DOE.**
- Growth Opportunity: Join a company in its early stages and help build its foundation for success.
- Equity: Opportunity to earn equity compensation.
- Comprehensive Benefits: 100% company-paid medical premiums for employees, 401(k) [Match], and Flexible PTO.
- 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 & Tools
property and casualty insurancepolicy change processingpolicy coverage reviewcertificate issuanceobjection handlingupsellingcross-selling
Soft Skills
multitaskingcustomer-focuseddetail-orientedpatienceempathyprofessionalismadaptability
Certifications
Property and Casualty License