Insurance Service Agent

About Roamly

Roamly Insurance Group (Roamly), a wholly-owned subsidiary of Outdoorsy Holdings, Inc., is the first full-stack insurtech for travel enthusiasts. We provide unique, embedded insurance products that make owners' RVs "rent-ready" by eliminating the commercial use exclusion clause that prohibits online renting activity. Through our platform, we offer a broad array of insurance products, including rental insurance, trip and travel insurance, and pet insurance, to empower our customers to explore with confidence. For more information, visit

About the Role

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.

Key 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.

Requirements

What We're Looking For

• 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

Why You'll Love Working Here:

• 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.

Compensation & Schedule:

• Base Salary: The salary for this position is between $45,000 and $51,000, depending on experience, with the potential to earn additional annual variable pay.
• Schedule: This is a full-time, hybrid position, requiring you to be in the office three days a week and work remotely two days a week.