Insurance Service Agent

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🔥 3 hours ago

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The Platform

WebsiteLinkedInAll Job Openings

2 - 10 employees

Founded 2024

🏪 Marketplace

☁️ SaaS

🛡️ Insurance

Marketplace • SaaS • Insurance

The Platform is a global mobility company that builds and operates an integrated ecosystem of vehicle marketplaces, fleet software, and specialty insurance to help independent operators turn vehicles into businesses. Its consumer-facing and B2B marketplaces include Outdoorsy (an RV travel and accommodations marketplace) and Ride (a professional car-rental marketplace for high-volume fleet operators), while Wheelbase provides a SaaS operating system for auto and RV fleets and Roamly offers AI-first specialty insurance (including real-time and autonomous-fleet coverage). The company emphasizes infrastructure for the mobility economy, autonomous mobility readiness, and embedded insurance and has a global footprint with products spanning marketplaces, SaaS, and insurance.

📋 Description

• 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.

🎯 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.