Insurance Service Agent - Fort Lauderdale, FL

Insurance Service Agent

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.

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 office in Fort Lauderdale, FL, 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.