Source Job

• Establishes a connection with customers to gather and capture information, to file a first notice of loss claim
• Provides an overview of the basic claims process and information of a general nature to customers.
• Receives, screens, and routes incoming telephone calls and other electronic correspondence.

Integon is a division in Mexico of one of the largest insurance companies in the United States of America. They provide support to its insurance company affiliates, offering property and casualty insurance products and have been certified as a Great Place To Work since 2019.

• Serve as the primary operational support for one or more Risk Advisors, ensuring seamless day-to-day account management.
• Lead the preparation and review of insurance quotations, proposals, renewals, and endorsements for accuracy and completeness.
• Oversee accurate data entry and maintenance across web-based insurance systems, CRMs, and editable PDFs.

Frontier is a subsidiary of Fresh Prints that helps companies grow full-time, cross-functional teams abroad by hiring smart people and placing them into the best companies.

• Manage an assigned book of business, ensuring account retention and supporting new business.
• Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States, providing insurance and risk management solutions.

• Manage service tasks, process renewals, and respond to policy-related inquiries.
• Maintain client satisfaction and ensure timely and accurate handling of insurance documents and communications.
• Assist clients in filing and updating insurance claims.

Leavitt Group is one of the largest privately-held insurance brokerages in the nation, with over 275 locations across 27 states.

Assist clients by providing product and service information and resolving complaints. Assess risks for automobile and property policies, applying proper underwriting standards. Attract potential clients by answering questions and providing information regarding products and services.

At the OTIP Group of Companies (OGC), they believe that something special happens when employees feel valued for the work they do.

• Process transactions on insurance accounts and interact with insurance companies.
• Communicate with staff and third-party customers to ensure accurate processing.
• Prioritize accounts to maximize aged AR resolution, and research documentation.

Oregon Health & Science University values a diverse and culturally competent workforce. They are proud of their commitment to being an equal opportunity, affirmative action organization that does not discriminate against applicants on the basis of any protected class status, including disability status and protected veteran status.

• Manage day-to-day accounting and lead month-end close.
• Support financial planning and analysis to drive better business decisions.
• Refine systems and reporting, and implement smarter ways to manage cash flow, margins, and performance.

At Martell Media, they are on a mission to inspire people to become the best versions of themselves and share their transformations with the world.

• 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.

• Act as the first point of contact to customers who are reporting an insurance claim.
• Gather and record all relevant information regarding the insurance claim and enter data into system.
• Provide ad-hoc administrative support to the claims department.

As Canada’s most cutting-edge home insurance carrier, Max Insurance is entering a period of exciting growth.

• Assist clients in the initiation of auto insurance claims, providing guidance and support through the initial reporting process.
• Follow up with insurance companies to check on status of claims and troubleshoot any hold ups / blockers in their processing.
• Gather and review all necessary documentation related to insurance claims, including accident reports, policy details, and other relevant information.

Lendbuzz develops innovative technologies that provide underserved and overlooked borrowers with better access to credit.

• Make 150–250 calls per day to prospects who have submitted lead forms.
• Book qualified prospects directly onto agent calendars using GoHighLevel or Calendly.
• Update lead tags, appointment status, show/no-show records, and daily performance metrics.

The client operates a fast-growing life insurance agency focused on aggressive expansion.

• Serve as the primary point of contact for Spanish-speaking clients, handling inbound and outbound calls.
• Organize information coming out of intake, track outstanding items, drive follow-ups to completion.
• Support attorneys and paralegals with document preparation, e-filings as assigned, and backend case organization.

Flexner Houser Injury Law is a Wilmington, North Carolina personal injury firm. They are known for strong communication, responsiveness, and community involvement that extends beyond the courtroom. The firm has served North Carolinians for 25+ years.

• Oversee bookkeeping, payroll, accounts receivable/payable, and operational documentation.
• Identify and mitigate risk factors, forecast cash flows, and streamline systems and processes.
• Manage JPM transactions, expense tracking, and departmental payroll allocations.

• Correspond with callers providing benefit information, claim status, or general health plan information.
• Thoroughly and accurately answer questions about customers’ healthcare accounts.
• Handle 35-50+ inbound and outbound phone calls per day.

Point C is a National third-party administrator (TPA) with local market presence that delivers customized self-funded benefit programs.

• Provide administrative support across client-facing operations.
• Manage inbound and outbound communications and update CRM systems.
• Maintain regulatory compliance and support cross-department efforts.

Sentry Credit is a company specializing in collections operations.

Drive efficiency and accuracy in the billing department. Ensure swift processing of bills and records. Maintain operational excellence to support the firm's mission.

Panchenko Law Firm, PLLC, based in Charlotte, NC, is a dedicated personal injury law firm committed to providing compassionate, strategic legal representation.

Prepare and send client agreements via DocuSign; maintain a log of sent, signed, and pending contracts. Create and send invoices in QuickBooks Online; track payments, send reminders, maintain records; provide weekly invoice and payment reports. Enter client and project information into PipeDrive or similar CRM; keep CRM updated with contract, payment, and follow-up statuses.

• Oversee the end-to-end billing process.
• Maintain comprehensive billing records, monitor and report key performance indicators related to claims submission, denial resolution, and payment posting.
• Serve as the primary point of contact for internal teams and external payers.

Apollo Behavior is the premier provider of ABA therapy in metro Atlanta, and the largest ABA provider based in Georgia.

• Qualifying warm and cold leads, confirming their interest and needs.
• Handling initial questions, and transferring the call or scheduling high-quality, pre-vetted consultations.
• Ensuring the Sales team only engages with the most promising and prepared prospects.

The client is a trusted provider of specialized, advanced wound care solutions serving patients across Staten Island, NYC, and NJ.

The Junior Accountant will support key accounting activities including invoicing, accounts receivable, collections, reconciliations, and month-end close. Perform timely and professional follow-ups on outstanding receivables to support cash flow and reduce aging balances. Identify opportunities to streamline accounting workflows and enhance data accuracy.

Procurify is the AI-enhanced procurement and AP automation platform for the mid-market, making it easy for organizations to take control of spend and save money.