Insurance Service Agent

About Roamly

Roamly is a leading provider of innovative, specialty insurance solutions purpose-built for the modern mobility and marketplace travel economy. As a Lloyd's Cover holder and AI-first insurance innovator, Roamly delivers a robust platform, deep carrier partnerships, and an expanding ecosystem that empowers consumers, professional fleet owners, and marketplaces to unlock new revenue streams while reducing risk. Our technology harnesses AI, advanced automation, and embedded distribution to power tailored coverages for recreational vehicles, car sharing, and other emerging mobility models—covering everything from underwriting and claims to compliance, data analytics, and real-time risk management.

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As an Insurance Service Agent at Roamly, you will be a front-line hero for our adventurous community. You will be the core resource for educating customers on RV insurance and helping them with their policy needs. We are looking for individuals who are excited to be a "
change agent
" within the company and can maintain high performance in a rapidly evolving landscape. Your work will be crucial in ensuring the best possible customer experience and will directly influence our product decisions and roadmap.

• Effectively multitask while taking customer calls and handling 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.

• 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 required.
• Excitement for Change: You aren't just okay with change—you are excited by it. You enjoy being part of the evolution of a brand.
• Multitasking Excellence: You are a master of managing your workload effectively, often handling competing priorities and high-volume tasks at once.
• 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.
• Technical
  
  Skills:
  
  You have a proficient working knowledge of G-Suite and Microsoft Office products.

• Competitive Compensation: Base salary of $55,000-$65,000 DOE.
• Growth Opportunity: Join a company in its early stages and help build its foundation for success.
• Equity: Opportunity to earn equity compensation.
• Comprehensive Benefits: 100% company-paid medical premiums for employees, 401(k) [Match], and Flexible PTO.
• Work-Life Balance: Enjoy RV rental discounts and a company culture that values a healthy balance between work and adventure.