Processes applications, policies, endorsements, binders, certificates, audit requests, agency billing, and other items to service clients.
Assists clients with policy coverages, reviews for gaps, and provides additional coverage options.
Maintains client files, carrier relationships, negotiates premiums, and follows industry trends.
EPIC Insurance Brokers & Consultants is a fast-growing firm in the insurance industry driven by capable, committed people who share common beliefs and values. Headquartered in San Francisco and founded in 2007, EPIC has over 3,000 employees nationwide with locations spread out across the US.
Own end to end new business sales for commercial P&C insurance, from inbound lead to bind
Manage 25-50 warm inbound opportunities daily while meeting activity and revenue targets
Advise SMB clients on coverage options and basic risk management practices
Coverdash is a startup focused insurtech agency, powered by embedded technology and partnership strategies. They help growing businesses purchase and manage business insurance. The rapidly growing team is a smart, dynamic, and fun-loving group.
Work closely with Chief Legal Officer to track, manage and renew Geosyntec’s commercial insurance program.
Support the company’s leadership and project managers understand the insurance coverage maintained by the company and help in making decisions and recommendations on coverage updates.
Collaborate with Chief Legal Officer and company leadership to review exposures and insurance program, determine if carrier is the best fit for the client while considering coverage, protection, and cost.
Geosyntec is an innovative, international engineering and consulting firm serving private and public-sector clients to address new ventures and complex problems involving our environment, natural resources, and civil infrastructure. Ranked by ENR as one of the top environmental engineering design firms, Geosyntec is internationally known for its technical leadership, broad experience, and exceptional client service.
Act as primary point of contact for client questions and requests.
Lead conversations to identify and address gaps in coverage.
Present renewal strategies and develop marketing proposals.
Cottingham & Butler sells a promise to help clients through life’s toughest moments by hiring, training, and growing the best professionals in the industry. Their culture is guided by the theme of “better every day” constantly pushing themselves to be better than yesterday.
Enter new cases in the Agency Management System and monitor the New Business email inbox.
Review applications, submit offers, order medical exams, and track case progress.
Maintain relationships with agents and underwriters, and seek ways to improve processes.
Modern Life is a technology-enabled brokerage that uses digital tools and expert support to empower advisors with life insurance. They are backed by $35M from top-tier investors including Thrive Capital, New York Life, and Northwestern Mutual, and are experiencing high growth.
Grow and maintain diversified books of business while working with agents to assess risks.
Determine premiums, set conditions and negotiate in order to ensure profitability and meet business goals.
Ensure a profitable book of Property and Casualty insurance by writing new accounts and growing relationships.
Liberty Mutual is an insurance company. They offer competitive compensation and benefits and strive to create a workplace where everyone feels valued and supported.
Manage Group Life & Disability underwriting for National Accounts.
Oversee pre/post-sale underwriting, profit management, and renewals.
Build relationships with internal/external partners and meet service goals.
Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly and fairly. They identify top-fitting candidates and share the shortlist with the hiring company, with final decisions managed by the internal team.
Sell Property & Casualty (P&C) commercial insurance to small and mid-sized businesses
Quote, rate, and place new business by working with carriers and wholesale partners
Manage leads and daily outreach through our CRM to drive pipeline and close opportunities
Coverdash is a fast-growing insurtech agency focused on startups and SMBs, providing embedded technology and partnership strategies. The company has a smart, dynamic, and fun-loving team collaborating with innovative embedded partners and has raised over $16 million to date.
Manage a caseload of in-progress applications through the underwriting process
Coordinate and follow up on medical exam bookings with vendors and clients
Handle inbound calls and respond to client emails
PolicyMe is Canada’s leading digital insurance solution, offering straightforward and affordable financial protection for families. They operate with a remote-first culture and have sold over $10 billion in insurance coverage since 2018.
Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts.
Develop and implement comprehensive account service strategies tailored to each client’s needs.
Manage client engagement, including renewals, negotiations, policy audits, and claims advocacy.
Trucordia is a new insurance brokerage built on wildly successful businesses. With over 5,000 team members across 200 offices across the country, they offer an unrivaled combination of people, tools and solutions in order to deliver exceptional experiences and opportunities for their employees, clients and stakeholders.
Responsible for creating a positive 1st impression of SelectQuote and answering inbound calls.
Execute transfer of potential customers to a licensed insurance agent and educate consumers on SelectQuote's value proposition.
Meet and exceed specified monthly goals for transfer rates and other key performance indicators.
SelectQuote helps customers protect what they value most by offering various insurance options. They have over 2 million families trusting them with their insurance needs and provide unmatched career growth opportunities.