Insurance Service and Retention Agent (Commercial & Personal Lines)

About Roamly

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. You will advocate internally to influence our product decisions, 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.

Your work at Roamly

An Insurance Service 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 multi-task and enjoys working as part of a supportive team.

Insurance Service and Retention Agent 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).
• Pulling weekly files of customers who are currently with an external carrier that are up for renewal and converting these customers to a Roamly proprietary product
• Upsell ancillary products and insurance services such as roadside assistance and tire & wheel protection

Requirements

What you bring to the table

• Minimum of 3 years’ experience in property and casualty insurance; Property and Casualty License required

• Experience in either personal or commercial lines, experience in both a plus

• Good written and verbal communication skills

• Proficient working knowledge of Microsoft Office products, including Excel and Outlook

• 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

• A private, distraction-free work area is necessary, although a separate office is NOT required

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

• Strong commitment to results
• A passion for sales and a personality that thrives in a fast-paced environment where change and challenge happen often!
• 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 company from early stage
• Competitive salary (base plus variable pay plan)
• Equity in one of the world's fastest growing companies
• Comprehensive health and welfare benefits
• 401(k) Match
• Flexible PTO

• $5000 in credit per year to take as many RV trips as you want. We believe in balance and taking the time to nourish mind, body, and soul.

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 clar