Licensed Service Advisor

This is a fully remote position, open to applicants in United States, +1 more country.

📋 Description

• Provide outstanding service to current and potential policyholders through phone, email, and SMS communications.

• Oversee renewals, identify accounts at risk, and offer competitive solutions to minimize churn.

• Generate and finalize quotes for additional coverage lines or enhanced renewal options utilizing various carrier platforms.

• Analyze and interpret policies, endorsements, and reports.

• Collaborate with the Sales, Training, and Operations teams.

• Utilize CRM tools, comparative raters, and carrier portals effectively.

• Use automation and data to enhance workflows and performance metrics.

• Work a schedule from Monday to Friday or Sunday to Thursday with two days off.

⛳️ Requirements

• 2-3 years of experience in personal lines insurance within service, retention, or sales support roles.

• Must currently hold a Property and Casualty or Personal Lines license in at least 10 states.

• Demonstrated success in preventing cancellations, rewriting business, and cross-selling additional products.

• Excellent, confident, and empathetic communication abilities.

• Highly skilled in navigating various carrier systems and CRM platforms.

• Ability to analyze data to enhance outcomes.

• Detail-oriented and well-organized.

• Capable of delivering high-quality work with minimal supervision.

• Comfortable working in a fast-paced, dynamic startup environment.

• Willingness to quickly learn new systems and processes.

• Must pass a background check before commencing employment.

• Available to work one weekend day per week.

• Able to work at least one closing shift weekly (12 PM - 9 PM ET).

🏝️ Benefits

• Unlimited bonuses for rewriting and cross-selling insurance products to existing customers.

• Earn 4% commission on total written premiums, with no cap.

• $400 bonus contingent on metric achievement.

• Bonuses available for additional hours worked.

• Opportunities for career progression.

• Competitive compensation (75th percentile and above).

• Fully remote positions available across the US & Canada.

• Quarterly virtual and/or in-person events.

• Flexible vacation policy.

• Health insurance coverage begins on the first day of employment.

• Wellness programs available.

• 401(k) and HSA contributions.

• Flexible Spending Accounts (FSAs).

• Opportunities for bonuses and equity.

• Paid parental leave.