Handle phone, chat, and email inquiries from insurance agents, processing policy servicing and billing requests.
Create new and renewal insurance invoices, maintain documentation, and issue cancellation notices per state rules.
Resolve discrepancies, cross-train with teams, and contribute to process improvements in a remote setting.
The hiring company is an insurance services organization that provides sales operations and policy support to insurance agents. The culture emphasizes collaboration, accuracy, and service excellence in a remote environment.
Provide routine customer service and policy support to agents and carriers on coverage, rates, billing, and policy reviews.
Communicate via phone, email, and chat while navigating multiple systems to resolve inquiries and escalate issues.
Review and process applications, binders, endorsements, and documents, and maintain policy files in the CRM.
BTIS is a commercial insurance MGA delivering products through technology with a small-business, relationship-focused mindset. Part of Amynta Group, it has over 2,000 associates globally and values partnership, innovation, and service excellence.
Assist potential customers with navigating the online insurance shopping experience and obtaining quotes.
Answer and resolve basic administrative and billing questions from existing customers.
Use phone, chat, and email to communicate with customers and document interactions.
SimplyInsured is on a mission to eliminate fear in health insurance by helping small business owners purchase coverage. With over 20,000 customers and partnerships with major companies, they have a values-based culture focused on transparency and growth.
Respond to inbound calls from existing customers to process service requests such as adding or removing vehicles and drivers.
Help customers with questions about insurance policies, coverages, and benefits, and make changes to existing policies.
Retain Jerry policyholders by actively finding solutions for customers at risk of cancellation.
Jerry.ai built the first app to manage all car ownership needs, from insurance shopping to repairs, and has grown to over 5 million customers since 2019. They are a remote-first team of 240+ employees, backed by Y Combinator, and have been profitable since 2024.
Manage a caseload of in-progress insurance applications through underwriting, navigating tools like HubSpot and Front.
Coordinate medical exams, track requirements, handle inbound calls/emails, and process policy changes.
Collaborate with internal teams and contribute to process improvements to enhance customer experience.
PolicyMe is a Toronto-based digital insurance startup modernizing the insurance industry in Canada, offering life, critical illness, and health & dental insurance. The company has grown exponentially since 2018, selling over $10 billion in coverage, and operates with a remote-first, low-ego culture attracting top talent across the country.
Taking great care of our customers by catching issues they didn't know to ask about.
Answering inbound calls from customers shopping for insurance and handling policy changes.
Problem solving to remove barriers between customers and the right coverage.
Jerry is building an AI-powered platform to help people manage their car and home ownership, from insurance to repairs. The company has over 5 million customers, is profitable, and fosters a culture of high-energy, team-oriented, and fully remote work with a focus on mutual support.
Deliver high-quality customer service across phone, email, text, chat, and social media while resolving insurance and non-insurance questions.
Process enrollments, claims, and fulfillment activities with accurate data entry and use digital tools like Zendesk or Gladly.
Educate customers on coverage options and act as a trusted resource in a fully remote evening shift environment.
They provide pet-focused insurance and customer support, helping pet parents navigate coverage and claims. The company operates in a fully remote, collaborative, and fast-paced environment committed to exceptional service and continuous improvement.
Speak with people who asked for information about financial protection.
Map client needs to available protection options and run a simple enrollment flow.
Build and service a client list using provided remote tools and flexible hours.
Global Elite Empire Consultants is a remote financial-services company that connects families with protection options through a guided enrollment process. The firm offers pre-qualified warm leads, step-by-step onboarding, and ongoing mentorship for self-starters in a performance-driven culture.
Serve as a primary point of contact for clients, managing inbound and outbound communications with professional excellence.
Handle and carefully respond to all customer inquiries, resolving issues on the first call through active listening.
Track and document call information for auditing, escalate interactions when necessary, and upsell if required.
TP is a leading global provider of digital business services, partnering with brands to optimize operations through technology and sustainable practices. With 500,000 employees across 300 languages, TP fosters an inclusive culture focused on growth and well-being.
Provide accurate insurance quotes and process policy changes while maintaining compliance with underwriting rules.
Deliver responsive customer service across phone, chat, and email in a fully remote call center environment.
Cross-sell insurance and membership products to meet customer needs and support sales performance.
Our partner provides insurance and membership solutions to customers. They are a large service-focused organization with a fully remote team and a fast-paced, high-volume environment.
Deliver exceptional service to policyholders via phone, email, and SMS.
Retain and grow customers by managing renewals and presenting competitive solutions.
Drive revenue through consultative selling and quoting additional coverage.
Trellis builds technology for Savvy, a licensed insurance agency, making insurance shopping effortless and customer-first. We're a profitable, fast-growing Series A startup, remote-first, with a culture of experimentation and ownership.
Deliver standout customer experiences handling inbound calls for auto, home, motorcycle, and specialty insurance with high energy and genuine care.
Educate and advocate by uncovering savings or coverage gaps and translating complex policy details into clear choices.
Guide and bind tailored policy packages across 55+ carrier partners, finalizing coverage with ease.
Jerry built the first AI-powered app to manage car ownership, including insurance shopping, refinancing, safety, and repairs. Founded in 2019, they have grown to over 5 million customers and raised $240M+, achieving profitability in 2024 with a small, competitive team.
Serve as first point of contact for members and providers via phone and email, resolving health insurance inquiries.
Use active listening and empathy to understand issues, explain benefits, claims, and coverage, and document interactions.
Maintain a structured schedule, with availability during peak season, and uphold the Gravie CARE service model and core values.
Gravie creates innovative health benefits for small and midsize businesses, focusing on solutions that genuinely benefit employees. The company is well-funded, non-hierarchical, and merit-driven, with a culture that values authenticity, curiosity, and creativity.
Guide engaged users through the insurance purchasing process, no cold-calling.
Simplify the process by helping customers compare 55+ insurance companies to find the best fit.
Close the deal by assisting customers in finalizing their new policy, while providing unreasonable hospitality.
Jerry is building the first AI-powered advisor to manage all your physical assets, starting with car insurance and expanding to home, motorcycle, and RV. We are a profitable, remote-first company with 5M+ customers, backed by Y Combinator, and known for a competitive but kind culture.
Speak with people who have requested information about insurance options.
Map client needs to available protection plans and run a simple enrollment flow.
Build and service a client list using pre-qualified warm leads and ongoing mentorship.
Global Elite Empire Consultants is a financial-services company connecting families with insurance protection via a remote, warm-lead sales model. They emphasize coaching, mentorship, and high performance, providing remote tools and flexible hours.
Welcome inbound shoppers by connecting with customers who started their search in the app, creating trust and engagement over the phone.
Simplify complex insurance details across 55+ carriers to help customers find the best protection for their budget.
Solve concerns with empathy and guide customers to finalize their ideal policy, leaving them confident in their coverage.
Jerry is the #1 rated app for car owners, helping over 5 million people save money on insurance, repairs, and loans with warmth and simplicity. We have raised $240M+, are profitable since 2024, and our team comprises talented leaders from top companies, with a culture of kindness and ownership.
Provide professional and timely service to internal and external customers regarding benefit administration.
Resolve benefit service issues with internal staff and outside vendors.
Perform monthly reconciliation of Carrier invoices to report to customers.
OneSource Virtual (OSV) works exclusively with Workday customers to automate payroll, taxes, earned wage access, accounts payable, and benefits. With over 1,500 customers and 92% retention, OSV offers a values-based culture and professional development.
Provide first-level support to health insurance agents and clients via phone, email, and chat.
Efficiently categorize and prioritize incoming requests to ensure timely resolution or escalation.
Accurately document interactions and gather feedback to improve processes and service delivery.
Spark Advisors builds healthcare tech for a system that desperately needs it, helping independent Medicare advisors guide seniors through complex coverage decisions. We are the fastest-growing Medicare platform in the country, backed by top investors and recognized as one of Inc. Magazine's Best Workplaces of 2025.
Respond to incoming customer calls and address their questions with exceptional service.
Manage customer inquiries, process payments, and educate on products and services.
Keep customer accounts accurate and up-to-date while maintaining high-quality support.
Enova International is a leading financial technology company that provides online financial services through its AI and machine learning-powered platform. The company is values-driven and fosters an inclusive culture where employees can thrive.
Manage an assigned book of business and coordinate with internal and offshore support teams to deliver service standards.
Handle the full renewal lifecycle, including applications, quotes, and binders, while processing endorsements and certificates.
Build and maintain productive relationships with clients, carriers, and team members to ensure responsive service and account growth.
This company specializes in managing insurance client portfolios and delivering high-quality account services. They maintain a collaborative, service-focused culture with distributed support teams.