Processes applications, policies, endorsements, and other items related to client servicing.
Assists clients with policy coverage, exclusions, and related questions.
Conducts the renewal process, including exposure analysis and market comparisons.
EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry. Founded in 2007 and headquartered in San Francisco, our company has over 3,000 employees nationwide, supporting clients' regional and global needs.
Auditing incoming applications to ensure all required information is documented.
Handling multiple applications simultaneously with using BPM, Cactus, CAQH, and Facets.
Communicating effectively with providers and internal teams to resolve any issues and ensure smooth operations.
BlueCross BlueShield of Tennessee has been helping Tennesseans find their own unique paths to good health since 1945. At BCBST, they empower their employees to thrive both independently and collaboratively, creating a collective impact on the lives of their members.
Oversee client service and communication, ensuring excellence in every interaction.
Manage administrative processes for client insurance policies such as renewals and invoicing.
Work with underwriters to find creative solutions for customer needs and facilitate client claims processes.
Insurance Office of America (IOA) provides property and casualty, employee benefits, personal lines insurance, and risk management solutions, including insurtech innovation. The company, founded in 1988, has over 1,300 associates in over 60 offices in the U.S. and UK.
Relaying participant eligibility information to insurance carriers via email, fax or mail following standard operating practices.
Performing day-to-day data entry tasks and other clerical support tasks to facilitate the capture, transfer and maintenance of accurate and timely data/records.
Answering questions or explaining information to clients and participants, reviewing files, records and other documents to obtain information for a response to requests regarding a benefit plan or personal participant account status/activity.
HealthEquity's mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. They aim to make HSAs as widespread and popular as retirement accounts, providing solutions that allow American families to connect health and wealth.
Investigate and determine whether medical insurance claims are recoverable from a liable third party.
Communicate and negotiate with healthcare plan members, insurance adjusters, and attorneys.
Utilize computer systems to accurately document collected information.
Machinify is a leading healthcare intelligence company that delivers value, transparency, and efficiency to health plan clients. With over 85 health plans and 270 million lives represented, we bring together a configurable, AI-powered platform along with expertise.
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.
Serve as the primary point of contact for Sun Life U.S. clients regarding policy inquiries.
Deliver exceptional client service for Whole Life, Term Life, and Universal Life Insurance products.
Adhere to relevant policies, procedures, and regulatory requirements.
Sun Life is a global company focused on helping Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, their impact is far-reaching, and locally relevant. They offer a supportive, flexible, and inclusive work environment.
Thoroughly verifies and explains coverage to Policyholders, setting clear expectations on the claims process.
Sets reserves for anticipated losses, arranges vehicle inspections and rental authorizations, and makes referrals to specialty teams as warranted.
Serves as the primary customer contact and coordinates with other departments to ensure customer satisfaction and retention.
Mercury Insurance has been dedicated to helping people reduce risk and overcome unexpected events for over 60 years. They are one team encouraging growth, fun, and collaboration with diverse perspectives to serve customers from all walks of life.
Provide expert assistance to employees via phone and email.
Manage Benefits inquiries from start to finish.
Utilize cloud-based software systems and adhere to customer satisfaction criteria.
Melita is an HR, Benefits, and Payroll Outsourcing company, serving and building lasting relationships with small and mid-sized employers in the U.S. and abroad. We were founded over 30 years ago on a simple principle: To help our clients succeed, by innovating, serving, and supporting their Human Resources, Employee Benefits, and Payroll needs.
Prepare documentation, review claim history, and investigate requests.
Utilize available resources to investigate claim situations for cases.
Follow-up with responsible departments and delegated entities to ensure compliance.
Centivo is an innovative health plan for self-funded employers, aiming to provide affordable, high-quality healthcare. They work with employers ranging in size from 51 employees to Fortune 500 companies and are headquartered in Buffalo, NY with offices in New York City and Buffalo.
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.
Help prospective clients navigate life, critical illness, and health & dental insurance options using PolicyMe’s digital platform and your product knowledge
Speak with customers to answer questions and guide them through the buying process
Manage a high-volume pipeline of 300–350 leads each month
PolicyMe is Canada’s leading digital insurance solution, offering straightforward and affordable financial protection for families from coast to coast. Since their launch in 2018, they have grown exponentially, selling over $10 billion in insurance coverage to Canadians and operates with a remote-first culture, attracting top talent from across Canada.
Contact new and existing brokers to explain features and benefits of our programs.
Compile, organize and relay crucial information to close quotes.
Maintain producer marketing database.
Integrated Specialty Coverages, LLC (ISC) is a growth-stage technology and data-driven commercial MGA and insurance wholesaler leading innovation in the market. Backed by one of the leading private equity firms, Onex Partners, and led by a forward-thinking management team, ISC is combining the worlds of insurance and technology to create an Insurtech powerhouse.
Investigates and evaluates coverage, liability, damages, and settles claims within prescribed authority levels.
Communicates with policyholders, witnesses, and claimants in order to gather information regarding claims.
Liberty Mutual provides insurance products and services. They aim to create a workplace where everyone feels valued and supported, offering comprehensive benefits and professional development opportunities to foster an inclusive culture where employees can thrive.
Coordinate and manage complex SH&E internal and external reporting.
Manage third-party prequalification and monitoring platforms.
Develop internal and external SH&E reports and disclosures using Microsoft Office Suite.
AECOM delivers a better world through infrastructure consulting. They partner with clients to solve complex challenges with over 50,000 planners, designers, engineers, scientists, digital innovators, program and construction managers and other professionals.
Oversee a team of Claims Analysts and outsourced vendor staff.
Ensure team meets quality, production, and service expectations.
Address complex claims and customer service inquiries.
Jobgether is a platform that uses 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, while not replacing human judgement in the final hiring decisions.
Suport customers by phone and email with quotes, new policies, billing inquiries, underwriting questions, and policy changes.
Process insurance transactions such as endorsements, cancellations, and coverage updates while ensuring compliance with industry regulations and internal policies.
Provide great service (no cold calling)
Qualfon delivers engaging interactions and positive experiences. They strive to provide job opportunities and be the partner of choice for clients.
Reviewing construction documentation for compliance with contract requirements
Producing reports and assisting with verifying quantity calculations and field measurements for payment purposes
Preparing and processing routine construction contract changes
RS&H is a leading architecture, engineering, and consulting firms. They are employee-owned and have associates who work hard every day to create tomorrow together.
Oversee teams of Claims Analysts and ensure high standards of quality and service are met.
Guide team members through complex claims processing and customer service inquiries.
Foster team development and drive improvements within the department.
Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements. The system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.