Resident Insurance & Compliance Solutions Advisor

Key Responsibilities

Licensed Insurance Agent Support

• Provide high-touch support to residents and property management companies regarding the Second Nature Insurance program with empathy and professionalism, including discussion of coverage details and claim status.
• Respond to escalated inquiries from renters and property managers about the Second Nature Renters Insurance Program.
• Explain coverage terms, policy exclusions, and lease compliance requirements clearly and within regulatory bounds.
• Guide users through the claim process, including follow-up with adjusters and documentation coordination.
• Review third-party policies while ensuring consistent lease adherence.
• Use Salesforce, Slack, and internal tools to document interactions, escalate issues, and improve workflows.
• Compile claim information and supporting documentation to ensure accurate and timely claim submissions.
• Manage claim escalations and collaborate with third-party insurance partners to ensure timely resolution.
• Identify trends in customer inquiries and claims to proactively recommend process or product improvements.
• Collaborate with cross-functional teams including Product, Operations, and Vendor Management to improve processes and enhance the customer experience.
• Educate customers on the claims process, coverage details, and eligibility requirements.
• Participate in training sessions and quality assurance programs to continuously improve product knowledge and service delivery.
• Maintain service level agreements (SLAs) and deliver high-quality support while balancing efficiency and customer satisfaction.

Business Registration & Compliance Support

• Assist clients with establishing legal business entities (LLCs, corporations, etc.), including preparing and filing formation documents with the appropriate state agencies.
• Manage the end-to-end process of obtaining and renewing business and insurance licenses across multiple jurisdictions, ensuring accuracy and timeliness.
• Monitor regulatory requirements and maintain compliance calendars for license renewals, annual reports, and other filings.
• Serve as the primary point of contact for clients and third-party vendors regarding entity formation, licensing updates, and filing status. Provide responsive, professional support via email, phone, and virtual meetings.
• Accurately enter entity data into internal systems and government portals to support LLC formation and state registrations.
• Maintain filing logs and digital records across all U.S. states to monitor compliance deadlines and progress.
• Conduct quality control checks to ensure data integrity and regulatory compliance.
• Liaise with internal stakeholders, registered agents, and legal partners to track, obtain, or correct documentation.
• Generate reports and assist in annual renewal, amendment filings, and recordkeeping.

Key Outcomes

• Compliance accuracy: Maintain a 100% on-time filing rate for business registrations and license renewals.
• Customer satisfaction: Achieve CSAT score at or above team benchmark within the first quarter by delivering clear, empathetic guidance on coverage, claims, and entity formation questions.
• Process improvement: Identify and propose at least 2-3 workflow or product improvements in the first 6 months based on recurring trends in customer inquiries or claims data.

About You

• Active Property & Casualty (P&C) insurance licenses in good standing (multi-state preferred).
• 3+ years as a licensed insurance agent and/or experience in administrative, legal, compliance, or operations roles in an insurance agency.
• Exceptional attention to detail and commitment to data accuracy.
• Familiarity with state registration processes, compliance filings, and document management systems.
• Strong communication and problem-solving skills with a customer-first mindset.
• Proficiency with Salesforce, Google Suite, Slack, and Zoom in a remote work environment.