Communicates with retail agency personnel and underwriters to ensure accurate account information.
Will prepare and handle existing renewal accounts. Solicit new business from retail clients
Manage around 50 accounts a week, ranging from $1,500 up to $300k in premium.
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 Onex Partners, and led by a forward-thinking management team, ISC is combining the worlds of insurance and technology to create an Insurtech powerhouse.
ICS connects experienced professionals with opportunities in the brokering and insurance sectors, servicing international brokers and insurance firms. They aim to maintain a diverse, pre-qualified talent pool to present to clients efficiently.
Develop and nurture relationships with selected accounts.
Be a trusted advisor and expert in DemandFactor offerings.
Manage documentation and address options and integrations from proposal to delivery.
DemandFactor focuses on building strong customer relationships and ensuring clients have a great experience with successful campaigns. They foster growth through excellent campaign leads and great customer service.
Provide prompt and courteous assistance to customers via various channels.
Sell and quote new business to both personal and commercial lines clients.
Assist in preparing and processing commercial insurance policies.
Trucordia is an insurance brokerage that brings together people, tools, and solutions. They have over 5,000 team members across 200 offices and are ranked as one of the fastest-growing companies in the U.S. for three consecutive years.
Coach Team Leads effectively to support and grow their teams.
Lift service standards across the Accounts department with a strong customer service background.
Drive process improvements and deliver growth in line with business goals and KPIs.
Zensurance is redefining commercial insurance for Canadian businesses through a digital-first experience. As a leading InsurTech, they help businesses thrive with tailored insurance solutions, combining technology and industry expertise and value ownership, collaboration, and innovation.
Deconstructs new account submissions and bond requests by gathering information into systems and models.
Provides customer service to brokers and agents, resolving problems on bond transactions and service needs.
Executes post-sale account management and workflow, including file documentation and bond registration.
Liberty Mutual strives to create a workplace where everyone feels valued and supported. They build an environment that welcomes diverse perspectives and experiences, embedding inclusion into their culture.
Serve as the primary point of contact for assigned client accounts.
Develop a deep understanding of each client's business, needs, and goals.
Monitor client usage, engagement, and satisfaction using internal tools and KPIs.
Savvital empowers small and medium-sized businesses in the international market by providing customized solutions. Their team is composed of highly educated and motivated experts and they value the uniqueness and experience each individual brings to the organization.
Building and maintaining strong, long-term relationships with key strategic partners.
Developing and executing strategic account plans to drive client growth.
Identifying new business opportunities within existing accounts.
SimplyInsured aims to eliminate fear in health insurance by simplifying the process for small business owners. They have over 20,000 customers and several major partnerships, and they value radical transparency, feedback, and growth.
Take ownership and accountability for the success and retention of an assigned book of business.
Lead and manage the execution of Bennie’s consulting model for assigned customers, ensuring the delivery of high-quality benefit consulting services, and exceptional customer results and satisfaction.
Develop and execute the annual customer account plan specific for all assigned customers.
Bennie is an employee benefits services and technology firm that helps companies create a healthier workplace. They have built the ultimate benefits platform that connects disparate systems across the benefits supply chain.
Establish an understanding of products and processes and how agents/brokers interact with them.
Maintain knowledge of insurance industry markets, products, and legal environments.
Work in tandem with Sales Executives to service agents/brokers and encourage renewals.
CRC Benefits is an industry-leading provider of benefits services. Their culture focuses on inclusion, trust, collaboration, and innovation, earning them a Top Workplaces USA award three years running based on employee feedback.
Provision and configure new advisor accounts and teams in internal systems.
Manage advisor transitions, including moves between account managers or teams.
Execute user migrations and update internal systems to reflect accurate billing, contracts, and account information.
Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace.
Thoroughly verifies and explains coverage to Policyholders.
Sets reserves for anticipated losses and arranges required inspections.
Coordinates with other departments and researches customer inquiries.
Mercury Insurance has been helping people reduce risk and overcome unexpected events for over 60 years. They value their team members and offer diverse perspectives to serve customers from all walks of life.
Collaborate with partners and employees to drive successful Implementation and maintenance.
Manage post-implementation relationships with broker partners, sales team, and clients.
Guide broker partners through their client’s new healthcare solution, building strategic roadmaps.
ParetoHealth helps small and medium-sized businesses fight the rising cost of employee health benefits. They have a casual and fun work environment, full of people who take the company mission incredibly seriously.
Responsible for the retention and development of ongoing relationships between Coface and its key clients.
Serves as a product reference and a problem solver for Coface’s prospects/client.
Handle client negotiations and come up with strategies to manage interactions with clients/prospect in a positive and professional manner.
Coface helps companies navigate uncertainty by empowering them to make the right decisions and trade smarter in a complex world. With nearly 80 years of global experience, they offer a full range of solutions driven by unique data, technology, innovation and a deep understanding of the global economy.
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.
Own the business relationship with clients, building strong, multi-threaded partnerships across key stakeholders
Drive renewals and identify opportunities to upsell and expand existing accounts
Clearly communicate Reachdesk’s value proposition, platform capabilities, and competitive advantages in a way that resonates with client goals
Reachdesk is a leading global B2B gifting and swag platform, helping companies create meaningful connections with prospects, customers, and employees—while driving measurable ROI. Trusted by many of the most recognized names in the technology and SaaS space, they are backed by a world-class team with hubs in New York, London, and Lisbon.
Serve as a primary point of contact for a portfolio of customers, building strong, long-term relationships.
Manage renewals and support account retention in partnership with Customer Success.
Monitor account health and key performance indicators, identifying risks and opportunities early.
Customer.io's platform is used by over 8,000 companies, from startups to global brands, to send billions of emails, push notifications, in-app messages, and SMS daily. They power automated communication that people actually want to receive and appear to have a collaborative team culture.
Support management of internal MGA programs, optimizing multiple areas.
Use data analyses to identify opportunities impact instant price and written premium.
Make recommendations on pricing through profitability analyses and market trends.
Zensurance is redefining commercial insurance for Canadian businesses by making getting the right coverage simple, fast, and accessible through a digital-first experience. They are a leading InsurTech that values ownership, collaboration, and innovation and has been recognized by Deloitte’s Technology Fast 50.
Connect via phone, email, and text to understand customer needs and recommend insurance solutions.
Meet or exceed sales targets by building strong customer relationships through sales techniques.
Communicate the value of Kin’s insurance products while addressing customer questions with confidence.
Kin provides simpler, more affordable, and better homeowners insurance. Founded in 2016, Kin has been recognized as a best place to work and is remote-first with Kinfolk across more than 35 states, they value innovation, customer focus and growth.