Relay AI builds software that helps personal lines insurance agencies quote new business and requote renewals. Our software works directly in carrier portals to cut down on manual data entry.
As our Customer Success & Onboarding Specialist, you’ll help agencies get started, troubleshoot quoting issues, and make Relay part of their daily workflow. You’ll work directly with our founders and engineering team.
What you’ll do
• Lead onboarding calls, train agency staff, and help each agency get to its first useful quote results.
• Learn each agency’s quoting workflow, carriers, and priorities.
• Answer questions by email, phone, and video. Keep customers updated and follow through until issues are resolved.
• Investigate quoting problems, gather clear examples for engineering, and track open issues and commitments.
• Reach out when an agency needs help getting started or using the product consistently.
• Write practical guides and share recurring customer feedback with the founders.
What we’re looking for
• Ideally 1–3 years in an insurance agency as a CSR, account manager, licensed agent, or in a similar role.
• Familiarity with personal lines insurance, especially home and auto quoting, carrier portals, and agency workflows.
• Clear communication, strong organization, and reliable follow-through across customer accounts.
• Comfort learning software, investigating unfamiliar problems, and working independently on a small team.
Experience with an agency management system, comparative rater, or customer training is helpful. An active property and casualty license is a plus. A degree, license, and coding experience are optional. If you have strong customer support experience and learn insurance workflows quickly, we’d like to hear from you.
Location and compensation
Remote within the United States. Full-time, Monday–Friday, with availability during Pacific business hours. Annual base salary of $45,000–$60,000, depending on experience, plus bonus potential.
How to apply
Apply through LinkedIn with your résumé. Tell us briefly about your insurance or customer support experience, the tools you’ve used, and how you’d help an agency whose quotes keep failing.