Oversee and maintain all personal insurance policies for client households, ensuring proper documentation and timely renewals.
Coordinate the claims process, manage carrier communication, and provide analysis of policy coverage and alternatives.
Serve as the central liaison for insurance matters between clients, advisors, and brokers while managing records across internal systems like Salesforce and OneDrive.
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.
Prepare new business quotes and requotes for personal and commercial lines across multiple insurance carriers.
Assist with policy endorsements, renewals, cancellations, and general servicing requests.
Maintain and update client records in CRM systems, ensuring data accuracy and completeness.
Savvital is a forward-thinking organization that provides diversified services to small and medium-sized businesses in the international market, enabling them to build their future with customized solutions. Our team of educated experts are motivated individuals excited to handle tasks that can bring capacity to your workday.
Provide reporting of claims on behalf of brokerage clients
Communicate with carrier adjusters and clients to facilitate successful handling and resolution of claims
Prepare customer claim summaries
Lamb Insurance Services is a commercial insurance broker dedicated to non-profits and social services organizations nationwide. We are a socially conscious organization with an amazing culture of relentless grit and continuous improvement.
Support Excess and Casualty Underwriters with new business submissions, renewals, endorsements, and cancellations.
Prepare, review, and process underwriting documentation, including binders, policies, endorsements, and invoices.
Communicate with brokers and agents regarding missing information, policy status, and routine inquiries.
Paragon is a rapidly growing MGA that supports retail agents and insurance carriers and reinsurers. They are dedicated to diversity and agility, offering better pay, benefits, and growth opportunities, and actively investing in talent.
Provide reporting of claims on behalf of brokerage clients
Communicate with carrier adjusters and clients to facilitate successful handling and resolution of claims
Act as claims liaison, including consultative discussions and research regarding coverages
Signers National is a leading insurance platform that provides brokerage and underwriting services to organizations of all sizes. They started in 2008 and have expanded to include commercial real estate and transportation and strive to positively affect people's lives with their amazing culture.
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.
Trucordia is an insurance brokerage built by bringing together successful local businesses from communities across the country. It offers an unrivaled combination of people, tools, and solutions to deliver exceptional experiences for employees and clients, with over 5,000 team members across 200 U.S. offices who actively and genuinely care about their work and each other.