Manage day-to-day account operations for an assigned book of personal lines insurance business, including client communication, policy changes, renewals, payments, and claims.
Identify, qualify, and develop personal insurance opportunities with new and existing clients through various communication methods such as phone, online, and in-person interactions.
Operate the agency management computer system, stay informed on industry trends to anticipate client needs, and actively close sales based on those needs.
Serve as the first point of contact for clients, providing prompt and professional service.
Manage the placement of new and renewal accounts with carrier partners across P&C and Life & Health lines.
Ensure the successful renewal and retention of accounts through proactive service and relationship management.
Trucordia is an insurance brokerage built on successful businesses across the country. With over 5,000 team members across 200 offices, they offer people, tools, and solutions to deliver exceptional experiences.
Prepare applications and ensure accurate data submission.
Embroker is making commercial insurance radically simple. They have raised over $150M in funding and uses a technology-first and customer-centric approach.
Own high-volume customer interactions via phone, chat, and email, providing clear guidance on policies and payments.
Create, update, and process homeowners insurance policies, endorsements, payments, and refunds accurately and urgently.
Educate policyholders on coverage details and policy changes to help them make informed decisions about their homes.
Kin provides simpler, more affordable, and better homeowners insurance, focusing on areas with climate risks and outdated systems. With a remote-first approach, Kin has been recognized as a top workplace and is committed to building a meaningful work environment with real impact.
Manage client relationships accounts up to $2-4MM in volume revenue and develop the team service strategy.
Independently prepare for, plan and conduct client meetings, and manage preparation of new business RFP’s.
Provide strategic management new and renewal business risk identification and program design, and perform thorough contract reviews for clients.
Newfront, a WTW company, is committed to providing risk management guidance to companies primarily engaged in the Financial Institution and Fintech industry segments. They are a fast-growing group that promotes from within and provides professional development opportunities for their team.
Receive, Track, Identify and analyze claims data and clinical information as appropriate for the pre-renewal, medical underwriting, and cost containment processes.
Accurate setup of incoming and outgoing referral and review documents, utilizing medical underwriting and cost containment platforms including intake logs, Conexure, Access, Sharepoint, OneDrive, etc.
Communicate verbally and in writing of all activities and problems within assigned area of responsibility with team and manager.
Crum & Forster (C&F) provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. Its most valuable asset is its people: more than 2000 employees in locations throughout the United States and they are winning recognition as a great place to work.
Connect with potential customers to understand their needs and recommend tailored insurance solutions.
Consistently meet or exceed sales targets by building strong customer relationships.
Clearly communicate the value of Kin’s insurance products while addressing customer questions.
Kin is committed to making life simpler, more affordable, and better for homeowners, especially in areas facing climate risks and rising costs. They are a remote-first company founded in 2016 with Kinfolk across 35+ states, emphasizing growth, customer satisfaction, and long-term sustainability.