Insurance Service Agent (Commercial & Personal Lines)
Outdoorsy
About the Roamly Team:
Join Roamly Insurance Group, where innovation meets adventure! As the first full-stack insurtech for travel enthusiasts, we’re redefining insurance to give owners the freedom to rent their vehicles with confidence. A wholly owned subsidiary of Outdoorsy Holdings, Inc., Roamly crafts cutting-edge insurance products tailored to a new generation of explorers. We’re transforming the insurance landscape with digital solutions that eliminate the commercial use exclusion clause, unlocking safe and seamless renting. With an embedded offering that integrates directly into booking flows, we enable marketplaces to offer RV and rental insurance options, plus additional lines like boat and motorcycle insurance, right at customers' fingertips. Be part of a team that thrives on growth, innovation, and connection. Learn more at Roamly.com.
About the Role:
As an Insurance Service Agent, you'll be the go-to expert guiding our adventurous customers through RV, boat, and motorcycle insurance options that fit their lifestyle. By actively listening and offering personalized recommendations, you'll shape the Roamly experience, working closely with our product teams to continuously improve our offerings. In this fast-paced, customer-centered role, your contributions will directly impact our mission to make insurance clear, accessible, and confidence-inspiring.
What You’ll Do:
- Serve as the first point of contact for customers on a variety of inquiries, from billing questions to policy adjustments, making their experience as seamless as possible.
- Manage policy changes via phone and email, ensuring each modification is processed accurately and professionally.
- Help customers understand their policy coverages by issuing certificates of insurance, evidence of insurance, or binders as needed.
- Engage with customers at key moments, ensuring they have the right information and options to make confident insurance decisions.