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Insurance Service Agent (Remote US)

Roamly, Austin, Texas, us, 78716

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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 Coverholder 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, carsharing, and other emerging mobility models—covering everything from underwriting and claims to compliance, data analytics, and real‑time risk management. Learn more at www.roamly.com.

About The Role 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.

Key Responsibilities

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

Requirements What we’re looking for

Experience & License: 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

Benefits

Competitive Compensation: Base salary of $45,000–$51,000 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

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