Insurance·Pre-Seed·San Francisco
Insurance Customer Service Rep (remote-ok)
at Menlo Insurance — Insurance
Location
San Francisco
Salary
$60,000 - $100,000
Type
Full-Time
TL;DR
- Licensed insurance rep (CISR preferred)
- Excellent fluent-English phone presence
- Proven but not too senior, still hungry
- Close warm inbound quotes by phone
About Menlo Insurance
Menlo is an AI-powered insurance brokerage that has fully automated the back office of a traditional brokerage using proprietary models fine-tuned continuously in production. It's handling $1M+ in premium and growing fast — projecting ~$1M ARR within ~3 months — in a huge, fragmented, dinosaur-era industry still run on email, phone calls, and paper. The wedge came from a real pain: founder Guido Trevisan (University of Chicago grad) started ~6 months ago helping friends insure fertilizer shipments from Mexico to China, discovered how brutally hard it is to find carriers and build compliant policies for niche commercial risks, and realized the only way this gets solved is a technical founder building it from scratch.
About This Role
A licensed insurance rep who converts warm inbound leads into bound policies. Every day a flood of people start insurance quotes on Menlo's sites and don't finish — or need more info, or need to be guided toward a compliant product. This person calls them, moves the quote forward, and gets it bound through the platform. The appealing part: no admin work — no CRM data entry (all automated) — just persuading warm (not cold) leads over the phone, so no one's telling them to get lost. Remote is fine. Success = annualized premium closed (at minimum, quotes closed should match or exceed their salary); Guido distrusts industry-standard close rates and will judge on actual recorded-line performance.
What You'll Own
- Call and convert warm inbound quote-starters into bound policies, by phone
- Follow up for missing info; guide customers toward compliant, best-fit products
- Move quotes through the Menlo platform to bind
- Take ownership of accounts; help improve workflows as more gets automated
Requirements
- Licensed insurance broker/rep — leans not senior, a proven closer, still hungry CISR designation preferred
- Familiar with commercial + personal lines (applications, quotes, certificates, endorsements, renewals); carrier portals/agency software
- Native/fluent English, excellent phone presence — warm, trustworthy "mom-and-pop" voice (they're on the phone all day)
- Strong at closing warm inbound; reliable customer + carrier follow-up
- Detail-oriented (spots missing info, dupes, inconsistencies)
- Comfortable with AI tools
Who Will Thrive Here
- A licensed P&C rep who's great on the phone and loves closing warm leads without the admin grind
- Earlier-career but proven — hungry, persuasive, reliable follow-up
- Detail-oriented and comfortable in a fast, automating startup
Job Details
Experience
1-5 Years
Salary
$60,000 - $100,000
Equity
—
Visa Sponsorship
No
Employment Type
Full-Time
Work Arrangement
Remote
Benefits & Perks
Commission
Green Flags
CISR designation
strong recorded close rates on warm inbound
commercial-lines fluency
Red Flags
unlicensed
background with no closing
weak/unclear phone presence
Candidate scorecard
· 3 criteriaP&C commercial + personal lines
excellent native/fluent English phone presence
strong warm-inbound closer