Customer Success Specialist | Insurance

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We are a well-funded, innovative real estate technology startup with offices in Austin, Los Angeles, and the Bay Area. At REX, we are reinventing an entire industry by challenging the old norms and changing millions of people’s lives for the better! With our main goal of improving the lives of homebuyers and sellers, REX created a digital platform and real estate service that eliminates traditional agent commissions and shifts control away from agents over to those who matter most: the consumers! We save home sellers thousands of dollars in fees by going around the MLS to target home-buyers directly with state-of-the-art marketing that has never been used before in real estate. Since its launch in southern California, REX has expanded to 30 states across the U.S, represented homes cumulatively valued at over $1 billion, and has saved customers over $35 million in fees.

The Work:

  • Build relationships, generate excitement and share REX’s value proposition with prospective insureds
  • Respond to and convert insurance leads, which include phone calls and written inquiries (e.g. chat, email); collaborate with team members to ensure customer satisfaction.
  • Partner with the sales team to secure new customer appointments, generate sales activity reports, coordinate transactions, and prepare quotes
  • Comply with REX policy and all insurance state/legal statutes

What You Need:

  • Experience in a fast-paced, high-volume, customer-facing, or sales role
  • Possess communication skills, especially phone presence and energy. Ability to manage and nurture prospects and customer follow-up through a CRM
  • Exhibit REX’s brand attributes: creative and innovative problem-solver with the desire to be an industry-changer to make buying and selling of real estate better for consumers
  • Proficient in productivity and web-based tools such as Microsoft Word, Excel, PowerPoint, Google hangouts, Google docs/sheets
  • A high degree of professionalism; able to remain calm and rational in times of confusion, rapid change, or pressure
  • Team-oriented; willing to do what it takes to get the job done

Daily Tasks:

  • Review dashboard for new leads from RM’s and disposition accordingly 
  • Identify active escrows without RHI opportunities
  • Work with Relationship Managers (RM) and Account Managers (AM) in order to provide insurance reviews to our buyers
  • Maintain contact follow-ups with RMs and customers according to the follow up dates in salesforce while in compliance with Whole REX SOP’s or REX Alert
  • Before reaching out to the customer, review the Buyer/Seller lead for any information that can be used to smoothly introduce REX Home Insurance (RHI)
  • Once contact is made with the customer, cross-sell for any other lines of business 
  • Reach out to buyers under escrow who have not completed their survey in order to pitch an insurance review

Qualities to be successful 

  • Ability to effectively work individually and as a team without needing a great deal of supervision
  • Good time management skills
  • Quick learner, as processes can change often
  • Effectively communicate with team members and with other departments
  • Be proactive 
  • Strong sales skills and ability to overcome objections.
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Location

REX's office is situated in the heart of it all close to Downtown and many eclectic dining spots, the address mirrors the lifestyle we like to create

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