Agent Success Specialist (P&C Licensed) jobs in United States
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Delos Insurance Solutions · 1 week ago

Agent Success Specialist (P&C Licensed)

Delos Insurance Solutions is a pioneering Managing General Agent transforming property insurance in climate-affected regions. They are seeking a dedicated and licensed insurance professional to provide exceptional customer service and support to clients in wildfire-prone areas.

Computer VisionFinancial ServicesInsuranceInsurTechPredictive AnalyticsProperty Insurance

Responsibilities

Deliver top-tier, unscripted white-glove service via phone, email, and chat
Proficiently navigate carrier websites, HubSpot CRM, SMS, and other omnichannel functions
Tactfully handle conflict resolutions and expertly de-escalate client situations
Establish and nurture positive client relationships, ensuring all inquiries, cancellations, and confirmations are adeptly managed
Document daily challenges and corrective actions in the call-center database
Use insights from call-center data to suggest continuous improvement strategies
Uphold Delos' unparalleled standard of client service and support
Drive continuous process enhancements using feedback and data
Cultivate a thorough knowledge of our insurance products to serve clients effectively

Qualification

California Property & Casualty LicenseCustomer service experienceTechnical proficiencyInterpersonal skillsProblem-solving abilities

Required

Valid California Property & Casualty Insurance License
Stable High-Speed Internet connection suitable for VOIP
Quiet Work-from-Home setup
Genuine passion for customer service and effective interpersonal skills
Technical proficiency with platforms such as Slack, Gmail, G-Suite, Adobe Acrobat, Microsoft 365, HubSpot CRM, Zoom, and more
Physical capabilities: Regular keyboarding, sharp vision, and ability to communicate using a headset
In support of career development and team continuity, internal candidates must have a minimum of nine (9) months in their current role to be eligible for consideration

Benefits

Competitive salary plus equity stock options
Flexibility to work from anywhere in the United States
Unlimited PTO, including sick leave and company holidays
Comprehensive medical, dental, vision, and life insurance (25% paid by employee, 75% covered by Delos including dependents)
401(k) retirement savings plan
Professional development opportunities and tuition assistance

Company

Delos Insurance Solutions

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Delos Insurance Solutions, a pioneering Managing General Agent (MGA), is at the forefront of transforming property insurance in climate-affected regions.

Funding

Current Stage
Early Stage
Total Funding
$22.6M
Key Investors
HSBC Asset ManagementIA Capital Group
2024-10-31Series A· $9M
2023-09-14Seed· $7.3M
2021-12-01Seed· $5.35M

Leadership Team

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Kevin Stein
CEO and Cofounder
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Shanna McIntyre
Co-Founder and Chief Data Officer
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Company data provided by crunchbase