Insurance Service Agent (Austin, TX)

Outdoorsy-posted 3 months ago
$45,000 - $51,000/Yr
Full-time • Entry Level
Hybrid • Austin, TX
Rental and Leasing Services
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As an Insurance Service Agent at Roamly, you will be a front-line hero for our adventurous community. Working in a hybrid capacity from our South Lamar office in Austin, TX, you will be the core resource for educating customers on RV insurance and helping them with their policy needs. Your work will be crucial in ensuring the best possible customer experience and will directly influence our product decisions and roadmap.

  • 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.
  • 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.
  • Detail-oriented individual with a strong commitment to providing the best possible service.
  • Ability to approach every interaction with patience, empathy, and professionalism.
  • Eager to work in a fast-paced, team environment.
  • Strong commitment to achieving results with effective time management.
  • Good data entry skills and ability to navigate websites with ease.
  • Good written and verbal communication skills.
  • Proficient working knowledge of G-Suite and Microsoft Office products.
  • Alignment with Outdoorsy's mission of empowering adventure.
  • 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.
  • Work-Life Balance: Enjoy RV rental discounts and a company culture that values a healthy balance between work and adventure.
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