Root Logo

Root

Senior Customer Experience Representative

Posted 3 Days Ago
Be an Early Applicant
Remote
Hiring Remotely in United States
21-21 Hourly
Senior level
Remote
Hiring Remotely in United States
21-21 Hourly
Senior level
Provides licensed insurance customer support through inbound calls, policy transactions, coverage changes, quote guidance, troubleshooting, and education. The role requires accurate, compliant service delivery, KPI performance, problem-solving, and recommendations for improving customer experience processes and tools. Representatives must maintain an active Personal Lines License, manage complex inquiries independently, and communicate with empathy in a high-volume environment.
The summary above was generated by AI

At Root, we’re on a mission to improve the lives of our customers by offering better insurance solutions. We challenge ourselves to think differently in order to reimagine insurance to make it smarter, more equitable, and a better experience for all.


We strive to “unbreak” the archaic insurance industry by using data and technology in innovative new ways. We believe we must be steadfast in our commitments to research, experimentation, and disciplined data-driven decision making in order to build products our customers love.


Job Description


The Opportunity

As a full-time Senior Customer Experience Representative, you’ll help customers navigate their insurance needs with confidence and care. This licensed expert role provides clear guidance, resolves inquiries efficiently, and ensures every interaction reflects Root’s commitment to fairness, simplicity, and exceptional service. You’ll thrive on helping others, solving problems, and making a meaningful impact on the customer journey. Every conversation is a chance to build trust and strengthen Root’s relationship with its customers.


Work Schedule

  • Monday – Friday: 12:00 PM – 8:30 PM EST


Compensation: This position pays $20.92 per hour. 
Root is a “work where it works best” company. This means we will support you working in whatever location that works best for you across the US.


How This Role Impacts Root

  • Receive inbound calls and foster meaningful connections through strong rapport and trust-building.
  • Manage and execute financial transactions and coverage changes for customers with accuracy and compliance.
  • Research, troubleshoot, and resolve customer requests using Root’s internal systems and tools.
  • Educate and advise customers on coverage options and policy features to align with their needs, goals, and risk tolerance.
  • Create and communicate quote options while guiding customers through informed decision-making.
  • Exceed monthly KPIs and service metrics established by the business unit.
  • Recommend improvements to internal tools, app features, and overall customer experience processes.
  • Maintain an active Personal Lines License and ensure compliance with continuing education requirements.
  • Operate independently and exercise sound judgment in ambiguous situations to ensure exceptional service delivery.


Drivers of Success

  • 1–2 years of customer service experience, preferably within the insurance industry.
  • Active Personal Lines License or ability to obtain within 30 days of employment.
  • Proven ability to thrive in a fast-paced, high-volume call environment.
  • Strong communication, active listening, and problem-solving skills.
  • Ability to handle complex inquiries with professionalism and empathy.
  • High attention to detail and strong multitasking capabilities.
  • Self-directed and accountable, with minimal supervision required.
  • Collaborative mindset and willingness to learn Root’s products and app functionality.
  • Proficiency in Microsoft Office and Google Workspace applications.


ADA Compliance

“This position requires the ability to operate a computer for extended periods and communicate effectively with internal teams and external partners. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. If you need assistance or an accommodation due to a disability, please contact [email protected].”



As part of Root's interview process, we kindly ask that all candidates be on camera for virtual interviews.
This helps us create a more personal and engaging experience for both you and our interviewers.
Being on camera is a standard requirement for our process and part of how we assess fit and communication style, so we do require it to move forward with any applicant's candidacy. If you have any concerns, feel free to let us know once you are contacted. We’re happy to talk it through.


Similar Jobs

Yesterday
Remote or Hybrid
108K-203K Annually
Senior level
108K-203K Annually
Senior level
eCommerce • Fintech • Hardware • Payments • Software • Financial Services
The Strategic Account Manager is responsible for managing relationships with key Food & Beverage sellers, driving revenue growth through account management, providing technical solutions, and collaborating with cross-functional teams.
Top Skills: Commerce TechnologyTechnical Solutions
Yesterday
Remote or Hybrid
39K-233K Annually
Mid level
39K-233K Annually
Mid level
eCommerce • Fintech • Hardware • Payments • Software • Financial Services
Own a local territory through intensive field sales, conducting 50–60 weekly business visits, generating pipeline, delivering product demos, and closing full-cycle deals. Build relationships with local sellers, develop referral partnerships, support onboarding, and sell Square’s commerce software, hardware, and financial services across restaurant, retail, and service verticals. Maintain Salesforce pipeline discipline, forecast accurately, meet quotas, and continuously improve performance.
Top Skills: Loyalty TechnologyPayment Processing TechnologyPayroll TechnologySalesforceTime Management Technology
Yesterday
Remote or Hybrid
240K-359K Annually
Expert/Leader
240K-359K Annually
Expert/Leader
eCommerce • Fintech • Hardware • Payments • Software • Financial Services
Lead global referral and growth partnerships to drive seller acquisition. Define partnership strategy, source and negotiate complex commercial agreements, launch and scale integrations, manage C-level relationships, measure KPIs, and build a high-performing partnerships team across markets.

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account