Insurance Advisor

Location: Rochester, NY (hybrid)

NEXT’s mission is to help entrepreneurs thrive. We’re doing that by building the only technology-led, full-stack provider of small business insurance in the industry, taking on the entire value chain and transforming the customer experience.

Simply put, wherever you find small businesses, you’ll find NEXT.

Since 2016, we’ve helped hundreds of thousands of small business customers across the United States get fast, customized and affordable coverage. We’re backed by industry leaders in insurance and tech, and we still have room to grow—that’s where you come in.

We are looking for a bright, motivated and driven individual to join our team and help us accomplish our mission of combining insurance know-how, innovative technology and world-class customer service. As an Insurance Advisor, you will ensure our customers receive a timely and quality customer experience while focusing on reviewing and accurately troubleshooting our customers needs and assisting in the management of their insurance policies. This is a fast paced role on a highly collaborative team where individuals have the chance to contribute meaningfully to a rapidly growing business in an exciting industry.

What You’ll Do:

• Responsibilities include issuing insurance certificates, processing policy changes, assisting in process improvement and supporting our “pay as you go” insurance program
• Assist customers/prospects/partner agents with questions and concerns, helping them find the right coverage for their business insurance needs
• Provide outstanding customer service and support
• Provide customers with insurance quotes for various insurance policies
• Work with our partners to solve customer concerns in a timely manner
• Drive and/or participate in ad hoc projects that help solve pressing business concerns such as:
• Help translate our internal customer account portals and Terms and Conditions
• Shadow new agents during new agent training
• Meet with Product teams to help understand customer needs

What We Need:

• 1-2 years working in customer service
• Detail orientation in everything you do: there is a lot of customer and policy information flying by you—having a keen eye here is essential
• Excellent verbal and written communication skills to assist with customer needs, problem solve, answer questions, and leave a positive impression
• Property & Casualty Insurance License (preferred)

Unstoppable Qualities:

• Personal standard for excellence: Strong process orientation and interest in finding better ways to do things
• Fearlessness and adaptability in a fast-moving, ever changing environment and ability to work on multiple tasks at once
• Experience and comfort using a variety of software tools from Excel and G Suite, to policy management and accounting systems
• Bilingual (Spanish)