[Remote] Personal Lines Insurance Licensed Service Advisor at Stavvy

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

2-3 years of personal lines insurance experience in a service, retention, or sales support role
Actively hold a Property and Casualty or Personal Lines license in at least 10 states
Proven success preventing cancellations, rewriting business, and cross-selling additional products
Exceptional communicator: clear, confident, and empathetic, capable of building trust quickly and simplifying complex insurance concepts
Highly proficient in navigating multiple carrier systems and CRMs, with ability to interpret data to improve outcomes
Detail-oriented, organized, and capable of performing high-quality work with limited oversight
Comfortable in a fast-paced, evolving startup environment, eager to learn new systems and processes quickly to hit goals
Available to work at least one weekend day per week and at least one closing shift per week (12 PM - 9 PM ET)
Willingness to complete a background check prior to starting employment

Responsibilities

Deliver exceptional service to existing and prospective policyholders via phone, email, and SMS, ensuring prompt, accurate, and personable support
Retain and grow customers by managing renewals, identifying at-risk accounts, and presenting competitive solutions to reduce churn
Drive revenue through consultative selling, quoting, and binding additional lines of coverage or improved renewal options using multiple carrier platforms
Interpret and analyze policies, endorsements, and reports to make informed, compliant decisions that protect the customer and the agency
Partner cross-functionally with Sales, Training, and Operations teams for smooth handoffs and consistent experiences
Master technology systems, including CRM tools, comparative raters, and carrier portals for insurers such as Progressive, Geico, National General, Safeco, and Bristol West
Champion efficiency and accuracy by leveraging automation and data to improve workflows and performance metrics

Skills

Property and Casualty License

CRM tools

comparative raters

carrier portals

Progressive

Geico

National General

Safeco

Bristol West

policy analysis

consultative selling

customer retention

phone support

email support

SMS support

Stavvy

Digitizes mortgage processes with digital tools

About Stavvy

Stavvy transforms the mortgage industry by digitizing and streamlining workflows that have traditionally relied on paper. The company provides a range of digital tools, including eSignatures, remote notarization, and secure communication portals, which help mortgage professionals and financial institutions improve efficiency and reduce the need for physical documents. Stavvy operates on a subscription-based model, allowing clients to access its platform and tools for a fee. Additionally, the company partners with other organizations, like Guaranteed Rate, to expand the reach of its eClosing technology. Stavvy's goal is to modernize the mortgage process, making it more efficient and accessible for everyone involved.

Boston, MassachusettsHeadquarters

2018Year Founded

$40.4MTotal Funding

DEBTCompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Risks

Competition from fintech companies offering similar solutions could erode Stavvy's market share.

Rapid technological advancements may strain Stavvy's financial resources for continuous R&D investment.

Integration challenges from acquisitions like SigniaDocs and Brace may distract from core operations.

Differentiation

Stavvy offers a fully-integrated digital mortgage vendor platform, enhancing communication and data access.

The company provides eSignatures and remote notarization, streamlining traditionally paper-based workflows.

Stavvy's strategic partnerships, like with Guaranteed Rate, expand its eClosing technology reach.

Upsides

Increased remote work adoption boosts demand for Stavvy's remote notarization and eClosing capabilities.

AI integration in digital mortgage platforms enhances document processing and risk assessment.

Regulatory support for digital notarization facilitates Stavvy's service adoption across states.

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