Act as the primary gatekeeper for all inbound communication, ensuring a professional and welcoming first impression.
Process insurance payments and handle basic billing inquiries.
Maintain clear communication between the client and the internal production team.
Savvital provides diversified services to small and medium-sized businesses in the international market. Their team of educated experts are motivated individuals excited to handle tasks that can bring capacity to your workday.
Advise on insurance plan options, coverages, and pricing to meet customer needs.
Process new and amended enrollments while ensuring authentic customer experiences.
Navigate multiple systems with strong comprehension of program materials.
Concentrix is a global technology and services leader that powers the brands of the future, helping over 2000 of the world's best brands solve their toughest business challenges. They are a Fortune 500 company with an inclusive, award-winning culture and a team from over 70 countries.
Prepare new business quotes and requotes for personal and commercial lines across multiple insurance carriers.
Assist with policy endorsements, renewals, cancellations, and general servicing requests.
Maintain and update client records in CRM systems, ensuring data accuracy and completeness.
Savvital provides diversified services to small and medium-sized businesses in the international market. Our team of educated experts is motivated individuals excited to handle tasks that can bring capacity to your workday.
EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry. Fueled by capable, committed people, EPIC has over 3,000 employees nationwide and is headquartered in San Francisco, founded in 2007. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results.
Manage and retain a portfolio of commercial P&C accounts up to $10MM in annual premium.
Own the renewal process end to end, including proactive client consultations and policy servicing.
Partner with carriers, wholesalers, and internal teams to support renewal and servicing outcomes.
Coverdash is a fast-growing startup and SMB-focused insurtech agency that provides embedded technology and partnership strategies to help businesses purchase and manage insurance. The company has raised over $16 million from top investors and maintains a remote-friendly work environment with a headquarters in NYC.
Support both English and Spanish speaking customers by delivering clear, professional, and empathetic communication across warm inbound leads, and email interactions.
Build genuine trust and rapport with pet parents by utilizing a consultative approach to understand their unique needs and recommend appropriate coverage solutions.
Educate potential customers on the value and benefits of Trupanion coverage to empower informed decision-making.
Trupanion is a leading provider of medical insurance for cats and dogs in North America with a mission to help loving, responsible pet owners budget and care for their pets. At Trupanion, they offer a collaborative, casual, and pet-friendly environment where everyone is encouraged to be themselves.
Help potential customers navigate the online shopping experience and find suitable health insurance quotes.
Resolve administrative and billing questions with urgency and clarity, turning stressful questions into seamless resolutions.
Use industry-leading support tools and CRMs to document interactions and propose product/process improvements.
SimplyInsured aims to eliminate the fear associated with health insurance for small business owners by making it transparent and accessible. Born in Y-Combinator and backed by top-tier investors like Bessemer Venture Partners , SimplyInsured is disrupting a convoluted industry.
Assist clients and help them understand their commercial line service needs.
Perform diverse responsibilities to succeed in providing extraordinary customer service.
Maintain productive business relations with clients, producers, and underwriters.
Trucordia is creating the next great insurance brokerage. They offer an unrivaled combination of people, tools, and solutions, and deliver exceptional experiences. Ranked as one of the fastest-growing companies in the U.S., they have more than 5,000 team members across 200 offices.
Assist clients with their home and auto insurance needs, answering questions and providing documentation.
Proactively reach out to clients regarding their policies to ensure their needs are being met.
Communicate effectively via phone, email, and SMS with potential clients to build trust and deliver outstanding customer service.
YouSet is revolutionizing the insurance industry by combining technology, data, and human expertise. They’re on a mission to build the most user-friendly and highly rated insurance platform in Canada and have helped over 250,000 users shop for insurance.
Claims handling - processing and managing STI claims from registration through to settlement across commercial lines
Underwriting & portfolio - new business, renewals, endorsements, risk assessment and premium adjustments
Client & broker engagement - professional communication with brokers, clients and insurers, relationship-first
ICS connects skilled South African insurance professionals with remote roles at brokers across the UK and Australia. They are a small, responsive team that actually keeps you in the loop.
Initiate courtesy calls to clients upon case assignment, providing detailed explanations of the reduction process.
Meticulously log phone calls, case statuses, and documents into the online document management software.
Ensure the efficient linkage of releases onto Litify, confirming PIP benefits, and validating damages with a complete provider list.
The Ward Law Group is recognized as one of the Best Places to Work. They serve their community with compassion and excellence, empowering employees to deliver real results for clients and values faith, accountability, leadership, loyalty, and service.
Report, oversee, monitor, and investigate insurance claims across all jurisdictions.
Partner with insurance carriers to mitigate loss by evaluating and implementing tools.
Develop, implement, and improve scalable processes and training to build a best-in-class claims function.
Instawork's AI-powered labor marketplace helps local businesses scale and enables global technology companies to push the frontiers of robotics and AI. They connect more than 7M skilled workers with local restaurants, hotels, warehouses, stadiums, and more.
Responsible for performance, development, and coaching of staff.
Work with claims team and external attorneys to review coverages and resolve claims.
Partner with underwriting managers to provide excellent customer service.
Liberty Mutual is committed to delivering exceptional service and making a meaningful difference for customers. They strive to be the most trusted global brand and the best place to work, focusing on profitability and scale.