The Ride Platform

Role Description As an Insurance Service Agent at Roamly, you'll be a key point of contact for our RV and mobility community, helping customers understand their coverage, answering policy questions, and guiding them through their insurance needs. We're looking for someone who thrives in a fast-changing environment, is comfortable wearing multiple hats, and wants to help shape processes as we scale. Your day-to-day work will directly shape the customer experience, and the insights you surface from customer conversations will help inform our product and roadmap decisions. Key Responsibilities & Deliverables - Handle customer calls and emails on billing, payments, renewals, and cancellations - Process incoming policy change requests - Review coverages and issue certificates of insurance, evidence of insurance, and binders - Retain customers by resolving cancellation objections with effective solutions - Upsell ancillary products (roadside assistance, tire & wheel protection, pet insurance) - Identify cross-sell opportunities and route qualified leads to the sales team Qualifications - 1+ year of P&C insurance experience (broker, captive, or carrier) preferred - Active P&C license required - You thrive on change and enjoy helping shape a growing brand - You manage competing priorities and high-volume work without missing details - You bring patience, empathy, and professionalism to every interaction, with a strong attention to detail - Proficient in G-Suite and Microsoft Office Requirements - Experience & Licensing: 1+ year of P&C insurance experience (broker, captive, or carrier) preferred; active P&C license required - Adaptable: You thrive on change and enjoy helping shape a growing brand - Organized Multitasker: You manage competing priorities and high-volume work without missing details - Customer-Focused: You bring patience, empathy, and professionalism to every interaction, with a strong attention to detail - Tech-Comfortable: Proficient in G-Suite and Microsoft Office Benefits - Competitive Compensation: Base salary of $55,000-$65,000 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 marketplace discounts and a company culture that values a healthy balance between work and adventure - Schedule: This is a full-time, in-office position