Client Manager, Licensed Insurance Agent

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Aardy

WebsiteLinkedInAll Job Openings

11 - 50 employees

✈️ Travel

🛡️ Insurance

🏪 Marketplace

💰 $150k Seed Round on 2015-05

Travel • Insurance • Marketplace

Aardy is a leading travel insurance marketplace in the USA. The company allows travelers to compare and save on trip insurance by offering a wide selection of policies from various insurance providers. Aardy prides itself on providing price certainty, ensuring customers get the best state-approved rates for travel insurance plans without finding a cheaper price elsewhere. The company is akin to shopping experiences like Amazon, aiming to simplify the process of purchasing travel insurance. With numerous positive customer reviews and an excellent TrustScore, Aardy emphasizes customer satisfaction, offering easy-to-use services and knowledgeable support. Aardy also supports social causes by donating to the Special Operations Warrior Foundation.

📋 Description

• Attend to customer chats, calls, and emails. • Help customers find the lowest-priced policy that serves their needs. • Maintain and coordinate with Aardy to ensure your insurance license is valid at all times. • Ensure timely updates to name changes, address changes, or any changes affecting your license. • Successfully complete mandatory Client Manager training within the first 30 to 45 days of employment.

🎯 Requirements

• Must possess a valid Producer License with Property & Casualty line of authority. • Must have a minimum of one year of insurance sales experience. • Must have a minimum of 6 months experience in a 100% remote based position. • Must have a strong command of the English language (verbal and written) as well as excellent communication skills. • Customer service experience, ideally in a call center environment. • Computer literate with the ability to navigate basic software programs such as Microsoft Office, Slack, Zoom, Salesforce, Email, etc. • Excellent attention to detail. • Ability to learn new systems, skills, and tasks quickly. • Excellent time management skills with the ability to multi-task. • Must be able to work one weekend day as part of your weekly schedule. • Must have and maintain high speed Internet with minimum speeds of 100 Mbps download, 25 Mbps upload, and a latency <= 50 ms.

🏖️ Benefits

• 15 days (120 hours) of PTO per year. • 6 Paid Holidays. • Paid bereavement leave. • Equipment: PC + monitor, standard peripherals. • Retirement Plan: 401k safe harbor plan with up to a 6% company match. • ICHRA (Individual Coverage Health Reimbursement Arrangement). • Up to $600 per month for employee only and up to $800 for employee+dependent(s). • Peer Rewards: Bonusly platform. • Monthly Internet Stipend - $75. • Home Furniture Stipend - $500 upon successful completion of 90 days of employment.