Insurance Service Agent - Austin, TX

Outdoorsy • Austin, TX

2d • $45,000 - $51,000 • Hybrid

About The Position

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.

Requirements

• 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.
• 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.
• You are eager to work in a fast-paced, team environment where you can manage your workload effectively and maintain a positive attitude.
• 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.
• You have good written and verbal communication skills, are self-aware, and maintain a positive attitude in all situations.
• You have a proficient working knowledge of G-Suite and Microsoft Office products.
• You live, promote, and appreciate our company culture, and align with Outdoorsy’s mission of empowering adventure.

Responsibilities

• 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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees