Insurance Service Agent (Austin, TX)

About the Roamly team:

Roamly Insurance Group (Roamly), a wholly owned subsidiary of Outdoorsy Holdings, Inc, is the first full stack insurtech for travel enthusiasts with an embedded offering that brings modern-day RV insurance to make owners' vehicles 'rent-ready.' Roamly provides a suite of unique digital insurance products that eliminate the commercial use exclusion clause that prohibits online renting activity. Roamly enables marketplaces to embed and offer a broad array of insurance products – such as rental insurance, trip and travel insurance, and pet insurance, among other offerings – directly to customers through simple booking flows. Additionally, the insurtech markets personal and professional insurance products to peer-to-peer and marketplace businesses. For more information, visit www.Roamly.com.

About the role:

You will be the core source to educate our community on RV insurance and help them purchase the right coverages to meet their needs. Working from our vibrant South Lamar office in Austin, TX, you will advocate internally to influence our product decisions and roadmap, and help us ensure that we provide the best experience possible. As an Insurance Service & Retention Agent, you will be one of the frontline heroes for our adventurous community.

Job Summary:

A Service and Retention Agent is a detail-oriented resource that possesses a general understanding of personal and/or commercial insurance and demonstrates a clear ability to recognize customer needs and provide the best possible service. This is an individual who can multitask and enjoys working as part of a supportive team.

Job Responsibilities:

• Taking customer calls related to payment and billing questions, including assisting customers with making online payments.

• Handling incoming policy change requests through phone or email from customers and making the requested changes with the appropriate documentation from the customer

• Review policy coverages and issue certificates of insurance, evidence of insurance or binders

• General phone and email correspondence with customers related to renewals, cancellations, insurance carrier requests as needed
• Overcoming objectives on why a customer would like to cancel their policy and finding solutions to retain the customer (leaving to a competitor)
• Upsell ancillary products and insurance services such as roadside, tire & wheel protection, and Pet
• Identify cross-sell opportunities to transfer to sales or write new business

Qualifications and Skills:

• Minimum of 1 year experience in property and casualty insurance (Broker, Captive, Carrier) 
• Property and Casualty License preferred but not required 

• Good written and verbal communication skills

• Proficient working knowledge of G-Suite and Microsoft Office products

• Strong data entry skills and website navigation

• Adaptability to varying customer personality types and situations

• Eager to work in a collaborative, fast-paced, team environment

• Patience, empathy, and professionalism

• Effective time management

• Ability to perform at a high level and manage stress and workload

• Strong commitment to results
• Live, Promote, and Appreciate our company culture. You align with Outdoorsy’s mission, and are self-aware and maintain a positive attitude in all situations

Benefits & Perks:

• Opportunity to help build the company from an early stage
• Competitive Pay
• Equity in one of the world's fastest-growing companies
• Comprehensive health and welfare benefits
• 401(k) Match
• Flexible PTO

About Roamly:

Roamly Insurance Group (Roamly) is the first full-stack insurtech for enthusiasts with an embedded offering, unlocking RV insurance to make owners' vehicles 'rent ready.' Roamly provides unique digital insurance products that eliminate the commercial use exclusion clause that prohibits online renting activity. Our insurance provides the clarity that owners need to ensure their vehicles are affirmatively allowed to be rented on platforms like Outdoorsy.

Salary: $45,000 - 51,000 DOE + potential to earn additional variable pay annually