About the Roamly team:

At Outdoorsy/Roamly, we believe that you don’t need a journalist (Apple Watch or Ralph Waldo Emerson) to tell you that “spending time in nature makes you happier, less stressed, healthier, and even slows down the aging of your brain.” You know what else slows down the aging of your brain? S’mores. Next to an open fire. With your dog, your kids, your partner, or your BFFs close by.

We are the leading global RV rental platform (and one of Forbes Best Startup Employers for 2022) BUT our “product” is what happens to you when you step outside. We host a growing marketplace that connects hundreds of thousands of guests to millions of days in front of fire pits, beside alpine lakes, in national parks and at family reunions or music festivals. We are proud to be doing this in partnership with 1000s of passionate RV owners and entrepreneurs who we also support with leading insurtech and fintech product offerings.

We are on a mission to ‘restore our relationship with the outdoors’ and we’re growing globally to provide more access to more people. We are also collaborating with our partners at ‘Collective Retreats’ to provide innovative ways for everyone to ‘Bring The Outside in’. If you’re passionate about sharing the benefit of time spent outdoors with others, join us!

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.

Job Summary:

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

Insurance Service Agent Qualifications and Skills:

• 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 clarity that owners need to ensure their vehicles are affirmatively allowed to be rented on platforms like Outdoorsy.