Licensed P&C Insurance Agent - Customer Sales

Is this You?

Are you a great listener and problem-solver; tech-savvy and a licensed Property/Casualty insurance agent who loves helping people and their pets? Then we want to hear from you!

About This Role

We’re seeking a licensed P&C Insurance Agent, preferably with pet insurance experience, to join our team and help our customers easily purchase the right pet insurance product. You will manage customer relationships, facilitate quoting, education, and purchasing, while also fielding in-bound customer requests and supporting Product. You will be required to work with a variety of different technologies and develop a deep understanding of pet insurance.

This job is perfect for someone who wants to hit the ground running in their insurance career with a high-exposure role at an up-and-coming insurtech company.

*Although we are currently remote, we intend to establish offices in San Francisco.  This position will start as remote with the understanding that it will transition to hybrid, with required presence 2 days’ per week in the San Francisco office. In the meantime we actively use WeWork offices on a part-time basis. 

At this time we will only consider applicants in the San Francisco Bay area.

Who You Are

• You’re a great listener who communicates quickly and effectively over phone, chat, and email
• You’re friendly and have a positive attitude
• You’re empathetic, patient, and resilient
• You are interested in developing in your P&C insurance career
• You’re analytical; constantly searching for process improvement opportunities
• You thrive on operating independently in a remote environment
• You have proven experience in problem solving: you provide great experiences while de-escalating sensitive conversations
• You’re a quick learner who has the ability to work with new technologies
• You like to ask frequent questions when onboarding to a new role
• You love helping people and pets

What You Will Do

• Respond to all in-bound calls, emails, website chat and text messages from pet owners who have questions about pet insurance (~ 50% of time spent)
• Act as a primary customer insurance agent contact during normal business hours
• Help pet owners generate insurance quotes and purchase policies by discussing coverage and answering pet insurance questions
• Share knowledge of both pet insurance and pet insurance alternatives to those with pets who may not qualify for certain insurance policies
• Assist users in navigating Pawlicy Advisor’s website
• Answer in-bound insurance questions from veterinary professionals and assist with veterinary needs
• Maintain thorough knowledge of insurance practices and pet insurance information in a constantly changing environment
• Be part of a successful licensed agent division at the company

About the Company

We believe it should be easy for pet parents to do the right thing. At Pawlicy Advisor, personalized advice from the most trustworthy experts ensures pets get the best care possible.

Pawlicy Advisor is a fast-growing, fully-remote, venture-backed startup focused on helping pet owners around the country find the right health products for their pets, starting with pet health insurance. Pet insurance’s popularity is growing rapidly as pet owners seek protection from the high cost of veterinary care. Our pet insurance marketplace takes into account a pet’s breed-specific health risks to help people find the right policy for their pet. We also save pet owners money by analyzing pricing differences and premium increases over the lifetime of an animal.

We market to pet parents through a number of channels, but the partners we value the most are veterinarians. Vets love pet insurance because it increases that chance a pet parent will be able to afford the cost of treatment, but vets don’t know what providers to recommend and don’t want the liability associated with recommending a specific brand. Pawlicy Advisor helps thousands of vet offices across the US by simplifying the treatment financing conversation.

Where is the Pawlicy Advisor team located?

Pawlicy is headquartered in NYC and currently the majority of the team operates remotely with a few focused work places around the country such as San Francisco and NYC. We meet up for company offsites on a regular basis where we fly the whole team out to a fun destination and spend a few days team building. Our last few involved paddle boarding, ropes courses, horse riding, and some early morning yoga. We can’t wait for the next one 🙂

How large are you as a business?

At the time this job post was written, we’re 28. By the end of 2024 we expect to be at approximately 35. Happy to talk more about it in person but below are few stats to get you excited:

• 1000’s of veterinarians are using our product every day to help educate their clients about treatment financing options
• We account for a meaningful percentage of the total new pet insurance selected in the US
• We’ve raised >$19M in venture capital to date

How does Pawlicy Advisor make money?

We're a licensed insurance agency so we get paid a commission by the pet insurance company when we help pet parents buy a plan for their pet. These commissions are already priced into the cost of pet health insurance so they’re not paying extra to work with us. 

Requirements

• Have at least one year of P&C sales experience, with at least one year of pet insurance experience preferred
• You have an active resident P&C insurance producer license; licenses in all 50 states highly preferred
• At least one year experience in an insurance sales or insurance customer service role
• Experience within, or an excitement to learn about, the veterinary and pet insurance industry
• Eager to grow your career and help build Pawlicy Advisor’s sales organization from the ground up
• Proactive, hard-working, independent, and accountable.
• Technically adept and willing to learn new software
• Have a “can-do” attitude and are energetic, positive, and optimistic
• You are eager to learn fast and drive toward goals and your own success
• Legally authorized to work in the United States
• Must be available during 9am-5pm business operating hours

Benefits

• Competitive salary ($66,560 plus commission)

• Startup equity grant
• Flexible (currently unlimited) vacation
• Top-tier Health, Dental, Vision insurance
• Full 3% 401k employer contributions
• The chance to be an early hire at a fast-growing startup

What’s the interview process like?

Below is a rough outline of the process you can expect:

• First, the next step (required) is to answer a few questions and submit your resume .
• If the team is interested in chatting, we’ll generally do a 15 - 30 minute phone interview. If you haven't heard from us before May 16th, don't worry, we're working through our process :)
• We’ll schedule a <1-hour remote interview
• You’ll have one more hour-long interview to meet with the rest of the team