Client Manager (Licensed Insurance Agent) - FT, Remote jobs in United States
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Aardy · 2 months ago

Client Manager (Licensed Insurance Agent) - FT, Remote

Aardy is one of the leading Insure Tech Companies in the USA, focused on helping customers choose travel insurance. As a Client Manager, you will handle inbound requests from customers via chat, call, or email, ensuring they find the best insurance policy to meet their needs.

E-CommerceInsuranceMarket ResearchMarketplaceTravel
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Responsibilities

Attend to chats, calls, and emails from customers
Help customers find the lowest priced policy that best serves their needs
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

Valid Producer’s LicenseInsurance sales experienceCustomer service experienceCommunication skillsComputer literateLearn quicklyTyping speed 50 wpmAttention to detailTime management

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
Must have and maintain high speed Internet with the ability to connect to a wired ethernet connection. Minimum speeds of 100 Mbps download, 25 Mbps upload, and a latency <= 50 ms

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

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Insurance Marketplace - Compare & Save, Quickly

Funding

Current Stage
Early Stage
Total Funding
$0.15M
2015-05-15Seed· $0.15M

Leadership Team

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Jonathan Breeze
Chairman
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Company data provided by crunchbase