Jerry

Insurance

• Handle inbound calls for auto, home, motorcycle, and specialty insurance
• Deliver exceptional, consultative customer experiences
• Uncover savings opportunities and coverage gaps
• Translate complex policy details into clear choices
• Craft tailored policy packages across 55+ carrier partners
• Finalize and bind coverage
• Address customer concerns and hesitation empathetically
• Share customer feedback with the product team to improve the app and services

Licensed Insurance Sales Agent

• Take great care of customers and identify coverage gaps, discounts, and renewal increases
• Answer inbound calls from customers shopping for auto, home, motorcycle, and other policies
• Assist policyholders with policy changes
• Learn and apply insurance products across a large panel of insurance companies
• Become deeply familiar with the Jerry.ai app
• Problem-solve to remove barriers between customers and suitable coverage
• Process service requests involving vehicles, drivers, lienholders, and policy documents
• Provide product feedback and help improve the customer experience
• Determine sales or service path through the interview process

Insurance Agent, Sales or Service – Tech Startup

Sales

• Connect with customers who started their insurance search in Jerry’s app via phone
• Build trust and actively engage inbound shoppers
• Explain policy nuances, hidden discounts, and coverage gaps across 55+ carrier options
• Provide tailored insurance advice and help customers find suitable protection within budget
• Listen to hesitations and resolve customer concerns empathetically
• Help customers finalize and purchase their ideal insurance policy on the spot
• Maintain a warm, positive, and effortless customer experience

Inbound Sales Agent – Fintech

Inside Sales

• Take great care of customers and identify coverage gaps, eligible discounts, and renewal increases
• Answer inbound calls from customers shopping for auto, home, motorcycle, and other policies
• Assist policyholders with policy changes
• Learn and recommend appropriate products from a large panel of insurance companies
• Develop deep knowledge of the Jerry app
• Solve problems and remove barriers to obtaining appropriate coverage
• Process service requests involving vehicles, drivers, lienholders, and policy documents
• Provide product feedback and help improve the customer experience

Inside Sales Associate – Insurance Tech Startup

• Help customers manage their car, home, motorcycle, and other insurance needs
• Answer inbound calls from customers shopping for policies or requesting policy changes
• Match customers with suitable insurance companies and coverage
• Learn and navigate Jerry’s insurance products and app
• Solve problems and remove barriers to appropriate coverage
• Process service requests involving vehicles, drivers, lienholders, and policy documents
• Provide feedback to improve the product and customer experience

Insurtech Sales Advocate

• Help customers manage their car and home insurance needs
• Provide warm, fast customer service
• Answer inbound calls from customers shopping for auto, home, motorcycle, and other policies
• Assist policyholders with policy changes
• Learn insurance products and match customers with suitable insurance companies
• Navigate and explain the Jerry.ai app
• Solve problems and remove barriers to appropriate coverage
• Process service requests involving vehicles, drivers, lienholders, and policy documents
• Identify coverage gaps, eligible discounts, and renewal increases
• Provide customer feedback to improve the product
• Determine through the interview process whether the candidate follows the sales or service path

Insurance Sales & Service Associate

• Handle inbound calls for auto, home, motorcycle, and specialty insurance
• Deliver exceptional, consultative customer experiences
• Educate customers about savings opportunities and coverage gaps
• Translate complex policy details into clear, easy-to-understand choices
• Craft tailored policy packages across 55+ carrier partners
• Finalize and bind coverage
• Address customer hesitation and concerns to provide a smooth, transparent purchasing experience
• Share customer feedback with the product team to improve the app and services

Sales Agent – Insurtech Startup

• Handle inbound calls for auto, home, motorcycle, and specialty insurance
• Deliver exceptional, consultative customer experiences
• Educate customers about savings opportunities and coverage gaps
• Translate complex policy details into clear choices
• Craft tailored policy packages across 55+ carrier partners
• Finalize and bind insurance coverage
• Address customer hesitation and purchasing concerns empathetically
• Share customer feedback with the product team to improve the app and services

Sales Representative – Fintech

People Operations

• Administer the employee lifecycle, including onboarding, offboarding, employee file management, and benefits administration
• Partner with hiring managers on role-specific onboarding setup
• Manage new-hire compliance, including I-9 verification, state new-hire filings, and benefits enrollment deadlines
• Research federal, state, and local employment law requirements
• Monitor systems and practices for compliance
• Draft and refine policies and procedures for leadership review and approval
• Prepare and maintain offer letters, employment contracts, onboarding materials, and other HR documents
• Serve as the first point of contact for employee questions and resolve day-to-day HR issues
• Escalate complex employee matters as needed
• Partner with People Operations Associates and HR Administrators to answer questions and share knowledge
• Support employee engagement initiatives, surveys, recognition programs, team-building events, and offsites
• Collect feedback to strengthen the employee experience
• Identify and document opportunities to streamline HR processes using AI tools

People Ops Generalist

• Complete paid training and insurance licensing
• Guide engaged users through the insurance purchasing process
• Help customers compare more than 55 insurance companies
• Listen to customer concerns and provide suitable solutions
• Help customers finalize insurance policies
• Deliver exceptional hospitality and customer experiences
• Handle multiple tasks using company-provided tools and technology

Sales Associate – Retail/Service Backgrounds

Human Resources

• Administer the employee lifecycle, including onboarding, offboarding, employee file management, and benefits administration
• Partner with hiring managers on role-specific onboarding and new-hire compliance, including I-9 verification, state filings, and benefits enrollment deadlines
• Research federal, state, and local employment law requirements and monitor HR systems and practices for compliance
• Draft and refine policies and procedures for leadership review and approval
• Prepare and maintain offer letters, employment contracts, and onboarding materials
• Serve as the first point of contact for employee HR questions and resolve day-to-day issues, escalating complex matters as needed
• Partner with People Operations Associates and HR Administrators to answer questions and share policy and process knowledge
• Support employee engagement initiatives, including surveys, recognition programs, team-building events, and offsites
• Collect employee feedback to strengthen the employee experience
• Streamline and document HR processes using AI tools to accelerate research, draft documentation, and reduce manual work
• Report to the Director of HR Operations

HR Generalist

Customer Support

• Help customers take care of their car and home assets through insurance services
• Provide customer care beyond the immediate question, identifying coverage gaps, discounts, and renewal changes
• Answer inbound calls from customers shopping for auto, home, motorcycle, and other policies
• Assist policyholders with policy changes
• Learn and recommend suitable insurance companies and products
• Develop deep knowledge of the Jerry app and insurance products
• Solve problems and remove barriers to appropriate coverage
• Process service requests involving vehicles, drivers, lienholders, and policy documents
• Share customer feedback to improve the product
• Work on either the sales or service path as determined during interviews