Licensed P&C Insurance Service Advisor (Insurance)

TL;DR

Licensed P&C Insurance Service Advisor (Insurance): Managing high-quality customer service and retention for policyholders with an accent on coverage changes, billing, and consultative cross-selling. Focus on reducing churn, optimizing policy rewrites, and leveraging CRM tools to drive revenue growth.

Location: Remote (Must be based in most U.S. states or Canada)

Salary: $50,000 – $62,500 + Equity, Commission, and Bonuses

Company

hirify.global is a profitable, fast-growing Series A startup redefining the insurance experience through their licensed agency, Savvy.

What you will do

• Deliver exceptional service to policyholders via phone, email, and SMS.
• Manage renewals and identify at-risk accounts to prevent cancellations and reduce churn.
• Drive revenue through consultative selling, quoting, and binding additional lines of coverage.
• Analyze insurance policies, endorsements, and reports to make compliant decisions.
• Collaborate cross-functionally with Sales, Training, and Operations teams for seamless customer handoffs.
• Utilize CRM tools and carrier portals for major insurers like Progressive, Geico, and Safeco.

Requirements

• 2-3 years of personal lines insurance experience in service, retention, or sales support.
• Active Property and Casualty or Personal Lines license in at least 10 states.
• Proven track record in business rewriting and cross-selling insurance products.
• Proficiency in navigating multiple carrier systems and CRM platforms.
• Ability to work at least one weekend day per week and at least one closing shift (12 PM - 9 PM ET).

Culture & Benefits

• Fully remote work environment across the US and Canada.
• Competitive compensation (75th percentile) with uncapped commissions and equity.
• Comprehensive health insurance starting on day one.
• 401(k), HSA, and FSA contributions.
• Flexible vacation policy and paid parental leave.
• Quarterly virtual and in-person team events.