Aardy · 8 hours ago
Client Manager (Licensed Insurance Agent) - Full Time
Miami, FL
Full-time
Remote
Entry Level
$25.74/hr - $25.74/hr
1+ years exp
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No H1B
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Responsibilities
While many of our customers self-serve online, there will always be those that like to chat, call, or email. As a Client Manager, your primary responsibility will be to attend to these chats, calls, and emails. We do not cold call or solicit. Ours is a world of inbound requests from customers.
We do not upsell; we do not stretch a customer’s wallet. Your responsibility is to the customer and to help them find the lowest priced policy that best serves their needs.
When not engaged with customers, you have the potential to write articles that will be shared on our website. Or you may help update our internal database. There are several opportunities for you to continue helping our clients indirectly.
Maintain and coordinate with Aardy to ensure your insurance license is valid at all times. Ensure name changes, address changes, or any other changes that affect your license are done so in a timely manner.
Successfully complete mandatory client manager training within your first 30 to 45 days of employment.
Qualification
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Required
Valid Producer’s License with Line of Authority of Property Casualty (ideally with an expiration date 6 months or more in the future)
Must have a minimum of one (1) year insurance sales experience
Must have a minimum of six (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
Preferred
A travel insurance background would be an advantage, but this is not required
Ideally, you will also hold A, H & L, but this is not required
Ability to type 50 wpm
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 $550 per month for employee only and up to $750 for employee+dependent(s).
Peer Rewards: Bonusly platform.
Monthly Internet Stipend - $75.
Home Furniture Stipend - $500 upon successful completion of 90 days of employment.
Monthly Incentives.
Company
Aardy
Insurance Marketplace - Compare & Save, Quickly
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$0.15M2015-05-15Seed· $0.15M
Leadership Team
Jonathan Breeze
CEO
Company data provided by crunchbase
