Client Manager - Licensed Insurance Agent

February 25

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Aardy

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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.

InsurTech • Marketplace • Aggregation • Travel Insurance • Medicare

11 - 50 employees

🏪 Marketplace

💰 $150k Seed Round on 2015-05

📋 Description

• Attend to inbound chats, calls, and emails from customers seeking travel insurance. • Help customers find the lowest priced policy that best serves their needs. • Write articles for the website or update internal database when not engaged with customers. • Maintain valid insurance license and ensure timely updates regarding any changes. • Complete mandatory client manager training within your first 30 to 45 days.

🎯 Requirements

• 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. • 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

• Competitive Hourly Rate: $25.74 per hour (non-negotiable). • Promotion to Senior Client Manager (with pay raise) after satisfactory 18 consecutive months in the position. • 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.