Lead continuous improvement initiatives across insurance operations, using operational data and customer insights to identify inefficiencies and develop scalable solutions.
Drive operational reviews, quality programs, audit preparation, and controls to maintain regulatory compliance and high-quality policyholder experiences.
Partner cross-functionally with Product, Engineering, Compliance, and carrier teams to resolve complex issues and improve operational performance.
Manage annuity new business transactions from application intake to contract delivery, including processing standard and complex cases.
Serve as a peer resource, provide guidance, and contribute to workflow improvements and technology enhancements.
Communicate with Financial Professionals and business partners to resolve exceptions and maintain service standards.
This company provides financial services and insurance operations, specializing in annuity new business processing. They offer a fully remote work environment and value accuracy, compliance, and collaboration.
Lead, mentor, and coach a team of over 50 direct and indirect reports to foster a high-performance culture.
Oversee daily Patient Service Center operations to ensure efficient, compliant, and high-quality service delivery.
Analyze KPIs, customer feedback, and operational data to drive continuous improvement and enhance patient and provider experiences.
The company provides patient support program services in the healthcare industry. The culture emphasizes operational excellence, compliance, and patient-centered care, with a large team environment.
Drive operational excellence and process optimization across insurance operations using data and customer insights.
Lead cross-functional partnerships with Product, Engineering, Compliance, and CX teams to triage and resolve technical issues.
Manage and mentor a high-performing team while ensuring audit readiness and regulatory compliance.
Ethos is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale. They are dedicated to building a diverse, inclusive and authentic workplace.
Lead and mentor a team of Customer Care Advisors, providing expert guidance on complex inquiries.
Resolve escalated customer and agent issues while driving performance through coaching and process improvements.
Analyze team performance, conduct quality reviews, and lead department projects to enhance efficiency.
Bestow is a vertical technology platform modernizing life insurance distribution for carriers through AI and automation. Backed by investors like Goldman Sachs and NEA, the company serves major insurers with a team that emphasizes precision, purpose, and heart.
Lead global customer operations strategy, standards, and performance across the US, UK, and India using a follow-the-sun model.
Use data, customer feedback, and operational insights to identify opportunities and drive measurable improvements in service delivery.
Partner with Sales, Marketing, Publishing, and Customer Experience to enhance processes and the end-to-end customer journey.
The company provides education-focused products and services, supporting educators, institutions, and learning communities globally. It is a global organization with a culture centered on collaboration, continuous improvement, diversity, and employee development.
Collaborate with the sales team to decrease administrative workload and increase sales activities.
Process new annuity business including application submission, funding, and commissions.
Optimize CRM workflows and data entry processes to improve speed and efficiency.
Ethos is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale. The company is rapidly growing and values diversity, inclusion, and authenticity.
Partner with cross-functional teams to optimize risk operations and improve workflows.
Analyze operational data to identify trends, risks, and opportunities for process improvement.
Leverage AI tools and automation to enhance decision-making and efficiency.
The company operates in the technology sector, focusing on risk management and compliance. It maintains a supportive culture that values innovation, continuous learning, and operational excellence.
Analyze business data and performance metrics to identify growth opportunities and operational challenges.
Develop clear recommendations and prioritize initiatives based on data-driven insights and business impact.
Take ownership of operational projects, managing details, solving problems, and keeping initiatives on track.
The company partners with businesses to drive growth through data-driven strategy and operational execution. The culture is fast-paced, collaborative, and focused on measurable outcomes, with a small and agile team.
Develop, implement, and maintain compliance policies and procedures aligned with governmental requirements and contractual obligations.
Research compliance questions and regulatory issues, analyze impacts, and recommend corrective actions.
Prepare metrics, reports, and presentations for leadership to support compliance monitoring and business decisions.
Jobgether uses an AI-powered matching process to connect candidates with hiring companies. They are a recruitment platform that processes applications and shares top-fitting candidates directly with employers.
Drive operational improvements and reporting for Customer Success metrics like NRR, GRR, and usage KPIs.
Translate complex data into actionable insights for leadership and cross-functional teams.
Manage multiple priorities while ensuring data accuracy and quality assurance.
They are a B2B SaaS company focused on customer success operations. They foster an inclusive and collaborative workplace with a commitment to equal employment opportunity.
Serve as an agency expert on our quality assurance program
Monitor quality reporting to identify trends and problems
Collaborate with the Director of Quality & Compliance on strategies to improve focus areas
Trellis is rewriting the insurance experience by building a tech-powered insurance agency. We are a profitable, fast-growing Series A startup backed by top venture firms, with a remote-first culture that values speed, experimentation, and intentional building.
Handle inbound customer calls and provide thoughtful guidance on insurance coverage and policy needs.
Research, troubleshoot, and resolve complex customer inquiries using internal systems and tools.
Contribute ideas to improve tools, product experiences, and customer service processes.
The company is a partner in the insurance industry, helping customers navigate coverage with clarity and ease. It is a remote-first organization focused on customer service excellence, valuing empathy, independence, and collaboration.
Lead daily operations and align execution with broader business goals.
Manage agent attendance, quality, and performance with coaching and follow-up.
Oversee onboarding, compliance, and monthly invoicing while driving workforce growth.
This role is with a partner company that operates a remote, distributed workforce providing outsourced services. The company is scaling to 100 active agents and values hands-on leadership, accountability, and quality.
Lead and develop a team of technical operations professionals to deliver high-quality implementation and support experiences.
Oversee complex technical projects, optimize processes, and drive scalable solutions across the organization.
Collaborate with engineering, product, and customer service teams to improve efficiency and ensure customer satisfaction.
The company provides technical implementation and support services for customers. It is a growing technology organization with a focus on collaboration and innovation.
Leverage advanced analytics to measure the success of insurance product programs and translate complex data into actionable insights.
Serve as a technical leader across the analytics team, providing guidance and raising the analytical floor through collaboration.
Proactively identify systemic process and data gaps across the insurance lifecycle and propose solutions to drive growth and profitability.
Openly is a modern insurance provider that leverages technology to deliver tailored home insurance solutions, replacing complexity with clarity. They are a remote-first company with a focus on collaboration, work-life balance, and a team of dedicated problem-solvers.
Lead initiatives to standardize workflows, operating procedures, and best practices across Network Operations.
Evaluate operational challenges, identify root causes, and recommend scalable process improvements.
Develop executive-level presentations, status reports, and communication materials to support strategic initiatives.
This organization specializes in security and IT network operations. It fosters a remote-first culture and emphasizes operational excellence across teams.
Lead performance improvement initiatives to enhance operational results and client satisfaction.
Analyze performance data and audit reports to identify trends and areas for improvement.
Coach and mentor teams on best practices and operational processes.
This company provides performance management solutions for the automotive and insurance industries. The company culture emphasizes operational excellence, data-driven decision-making, and continuous improvement.
Shape the strategy and operational performance of a large Patient Service Center organization.
Oversee complex services spanning patient access, contact center operations, data management, reimbursement, education, and copay assistance.
Lead innovation, strengthen operational excellence, and develop high-performing teams in a fully remote U.S. role.
Jobgether is a recruitment platform using AI-powered matching to streamline job applications. The company focuses on efficient, objective candidate screening and partners with hiring companies to manage the hiring process.
Lead technology-enabled quality assurance for contact center and claims operations, including transcript quality and conversation insights.
Drive governance, standards, and continuous improvement for hybrid human-AI quality monitoring workflows.
Translate quality data into actionable insights for Operations, Claims, Training, and Marketing teams.
Travel Insured International is a leading travel insurance provider with more than 30 years in business. As a key component of Crum & Forster's Specialty Business Unit, the company offers travel protection plans to consumers and agency partners, committed to dependable coverage and end-to-end satisfaction.
Resolve customer email requests and provide support on agency commission questions.
Assist customers with technical issues and collaborate with Engineering to find long-term solutions.
Support new agency setup and manage offboarding and business relationship changes.
Pie Insurance empowers small businesses by making commercial insurance affordable and easy through technology. The company is a diverse team of builders and entrepreneurs guided by core values.