Roamly - Insurance Service Agent (Austin, TX)
About The Position
As an Insurance Service Agent at Roamly, you'll be a key point of contact for our RV and mobility community, helping customers understand their coverage, answering policy questions, and guiding them through their insurance needs. This is an in-office role based out of our South Lamar office in Austin, TX. We're looking for someone who thrives in a fast-changing environment, is comfortable wearing multiple hats, and wants to help shape processes as we scale. Your day-to-day work will directly shape the customer experience, and the insights you surface from customer conversations will help inform our product and roadmap decisions.
Requirements
- 1+ year of P&C insurance experience (broker, captive, or carrier) preferred
- Active P&C license required
- Adaptable: You thrive on change and enjoy helping shape a growing brand
- Organized Multitasker: You manage competing priorities and high-volume work without missing details
- Customer-Focused: You bring patience, empathy, and professionalism to every interaction, with a strong attention to detail
- Tech-Comfortable: Proficient in G-Suite and Microsoft Office
Responsibilities
- Handle customer calls and emails on billing, payments, renewals, and cancellations
- Process incoming policy change requests
- Review coverages and issue certificates of insurance, evidence of insurance, and binders
- Retain customers by resolving cancellation objections with effective solutions
- Upsell ancillary products (roadside assistance, tire & wheel protection, pet insurance)
- Identify cross-sell opportunities and route qualified leads to the sales team
Benefits
- 100% company-paid medical premiums for employees
- 401(k) [Match]
- Flexible PTO
- Marketplace discounts
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
