[Remote] Customer Acquisition and Servicing Agent

Note: The job is a remote job and is open to candidates in USA. Clearcover is revolutionizing the car insurance industry by providing affordable and hassle-free services. The Customer Acquisition and Servicing Agent will engage with customers through various channels, driving new business and servicing needs while ensuring high levels of customer satisfaction.

Responsibilities

• Fanatically monitor and respond to customer and agent inquiries via phone, email, sms, and chat, with a primary focus on converting warm inbound and outbound sales opportunities while supporting servicing needs
• Engage customers through inbound and outbound warm leads to drive new business, policy changes, cross-sell, and retention outcomes
• Drive strong individual performance against conversion outcomes and productivity metrics in a high-velocity environment
• Apply multiple sales approaches (consultative, needs-based, objection handling, urgency-driven) to uncover customer intent and close opportunities
• Provide expert customer service that transforms Clearcover customers (including really frustrated ones) into brand evangelists
• Identify and assess customers’ needs through relatively unstructured interaction
• Handle customer complaints, provide appropriate solutions and alternatives, and follow up to ensure resolution
• Build sustainable relationships and trust with customers through open and interactive communication
• Keep records of customer interactions, process customer accounts, and file documents
• Deliver on Clearcover’s promise to our customers by actually solving their problems (also paying attention to a few service level guidelines and policies)
• Monitor product or pricing changes and adapt sales approaches to optimize conversion
• Maintain schedule adherence in a call center environment to support service level commitments and customer experience

Skills

• P&C insurance license
• Ability to fluidly switch between sales-focused interactions (approximately 70% inbound/outbound warm leads) and servicing responsibilities
• Proven ability to balance consultative selling with high-volume customer interactions across phone and digital channels
• Strong active listening skills with the ability to influence, persuade, and clearly communicate value during live conversations
• Excellent grammar and writing skills
• Demonstrated ability to translate insurance concepts into simple, compelling language that supports informed purchasing decisions
• Comfort using CRM, sales, and support tools to manage leads, follow-ups, and customer records
• Resilience under pressure with the ability to remain professional, confident, and positive in high-stakes or objection-heavy conversations
• Demonstrated ability to balance the needs of the customer with the needs of the business
• Ability to multitask, prioritize, and manage time effectively
• BA/BS in English, Communication, or comparable work experience
• A tactful, timely sense of humor is also a must

Benefits

• Medical. We offer rich and affordable BCBS plans for you and your dependents.
• Dental and vision. We cover 100% of dental and vision premiums for you and your dependents.
• Pre-tax benefits, disability, and life insurance.
• 401(k). We contribute 3%, even if you contribute nothing.
• Generous vacation, 12 paid holidays, and parental leave.
• Equity in the company and an annual bonus program.
• Employee discount on auto-insurance

Company Overview