Insurance Operations Specialist (Former Agent) (Fully Remote)

PolicyLift; United States; Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Equity

Health insurance

Dental coverage

Vision insurance

Job summary

PolicyLift, an AI-native growth engine for independent P&C agencies, is seeking a hands-on professional to onboard agencies, train teams, and advocate for the agent perspective in the product roadmap.

You will be the first point of contact for insurance-specific issues, driving adoption and alignment across Product, Customer Success, and Support. This role offers equity and rapid growth into leadership paths in Product, CS, or Support.

Qualifications

• 3+ years in an independent P&C agency.
• Fluent in personal and commercial lines, AMS, raters, and carrier portals.
• A process builder who is curious about AI and can speak both agent and product.

Responsibilities

• Onboard new agencies, train their teams, and bring the agent perspective to the roadmap.
• Be the first call for insurance-specific issues and help drive adoption.
• Collaborate with product, CS, and support to align on agency needs.

Skills

P&C experience

Agency onboarding

Carrier portals

Process improvement

AI curiosity

Job description

• Draw on your P&C agent experience to help build and implement technology for independent agencies.
• Onboard new agencies, train their teams, and bring the agent perspective to the roadmap.
• Be the first call for insurance-specific issues and help drive adoption.

Who You Are:

• A former or current P&C agent with 3+ years in an independent agency.
• Fluent in personal and commercial lines, AMS, raters, and carrier portals.
• A process builder who is curious about AI and can speak both agent and product.

What We Offer:

• Competitive salary and meaningful equity, with fully covered health, dental, and vision.
• A fast-track to promotion in Product, Customer Success, or Support.
• A direct line to leadership and meaningful ownership over company outcomes.

PolicyLift

PolicyLift is an AI-native growth engine for independent P&C agencies, providing one platform that drives growth and consolidates point solutions. The VC-backed team, with experience from Google, Meta, and Qualia, serves 1,000+ agents and manages over $1B in premium.