Fulfillment Specialist

Fulfillment Specialist

Embedded Insurance (EI) is reshaping how insurance is distributed and experienced. By partnering with digital platforms across the auto industry, we offer tailored insurance products that integrate seamlessly into user journeys. Our technology-first approach powers rapid, compliant, and personalized insurance offerings that meet customers where they already are. We're not just about selling insurance, we're about revolutionizing the customer experience and making insurance simple, personalized, and efficient for everyone.

As a Fulfillment Specialist at EI, you will meet customers at a moment that matters to bring coverage and savings through our agency offering. Because our technology builds quotes from a customer's existing insurance information, you'll spend more time engaging clients and closing sales and less time on data entry and quoting. You'll also identify and cross-sell other insurance lines, to deliver increased savings and value to our customers.

Key Responsibilities:

• Respond to inbound leads and follow up with prospective customers via phone, email, and SMS.
• Educate customers on auto insurance products, coverage options, and agency value.
• Identify cross-selling opportunities and actively offer additional lines (e.g., home insurance).
• Assume the sale, comfortable speaking assumptively and working to close.
• Be proactive in meeting or exceeding monthly sales targets while maintaining exceptional customer service.
• Detailed utilization of CRM to manage leads, track pipeline activity.
• Adherence to all compliance guidelines

Requirements:

• Active and maintained P&C license (Property & Casualty) in current state of residence required.
• 1+ year of experience in auto insurance sales (high volume call-center experience preferred).
• Strong communication and persuasion skills.
• Comfortable using multiple systems simultaneously, including CRM, quoting, and rating tools.
• Self-motivated and goal-oriented.
• Ability to thrive in a fast-paced, fully remote environment, managing a full pipeline effectively.

Preferred Qualifications:

• Experience with digital-first insurance platforms or insurtech environments is a big plus.
• Familiarity with comparative raters and CRM tools (e.g., EZLynx, AgencyZoom, Salesforce)
• Bilingual (English/Spanish) a plus.

What We Offer:

• Dynamic, fast-paced environment with opportunities for professional growth
• Access to industry-leading tools and resources that support your success
• Competitive base salary + uncapped bonus opportunity
• Incredible benefits - the best in the industry BY FAR:
  • Health, dental, vision paid at 89% (individual or family)
  • 401(k) with substantial matching
  • Generous PTO
  • Remote work flexibility
  • Career growth in a fast-scaling insuretech
  • Multi-state licensing

Schedule:

• Full-time
• Rotating shifts, including some evenings and weekends