Deliver outstanding customer experiences across multiple channels including phone, text, and email
Serve as the go-to insurance expert, guiding customers through the full policy lifecycle—from initial sales through coverage adjustments, policy updates, billing questions, verification and beyond
Identify opportunities to enhance processes and contribute to operational efficiency
Serve as the primary point of contact for customers, providing professional and compassionate assistance throughout the claims process via phone, email, and other communication channels
Provide guidance and information to customers regarding the claims process, taking any additional steps necessary for the prompt and accurate resolution of their claims
Accurately record and update customer information, claim details, and related documentation in our internal systems, ensuring data integrity and adherence to company protocols
Reserv is an insurtech company creating AI and automation technology for claims. They are venture-backed by Bain Capital and Altai Ventures and focused on automating manual tasks to tackle problems in claims.
Initiate claims and provide exceptional customer service.
Promote digital self-service capabilities and document claim information.
Take ownership to service caller's needs and build The Hartford brand.
The Hartford is an insurance company that goes beyond coverages and policies. They provide opportunities to achieve goals and help others, shaping the future together.
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.
Process service requests such as adding/removing vehicles and drivers, adding lienholder information, sending policy documents, etc.
Help customers with questions they have regarding existing insurance policies in relation to coverages or policy benefits or make changes to existing policy
Jerry.ai is a fintech startup helping car owners save time and money. They have over 5 million customers and have expanded beyond insurance shopping to refinancing, safety and repairs to become the #1 rated AllCar app in the App Store.
Evaluate claims to determine whether they qualify for reimbursement
Deliver exceptional service to members via phone, chat, and email
Manage and organize workload using Garner’s platform and tools
Garner Health is reshaping the healthcare economy to ensure everyone can afford high quality care. They have more than doubled their revenue annually over the last 5 years and are seeking exceptional talent to shape their unique, award winning culture.
Resolve Tier 2 (and some Tier 3) Support Tickets by handling specialized tickets requiring deeper product, insurance, workflow knowledge, or cross-functional support to resolve.
Serve as the first line of escalation for CX Associates, empowering them with the necessary support to resolve challenging inquiries – and taking over cases when necessary.
Partner with Leadership and Ops Program Managers to surface recurring issues, identify workflow gaps, and recommend process improvements.
Alma simplifies access to high-quality, affordable mental health care by making it easy and financially rewarding for therapists to accept insurance and offer in-network care. They are available in all 50 states, with over 20,000 therapists, and were named one of Inc’s Best Workplaces in 2022 and 2023.
Responds to phone, email, and chat customer inquiries and moves between different functions as needed.
Triages and assesses inquiry root cause to determine effective resolution and utilizes multiple systems to provide timely and accurate resolution.
Achieves strong customer satisfaction by providing a positive Customer Experience and works collaboratively with back-office areas to correct customer issues.
Guardian helps customers realize their dreams through insurance and financial products, focusing on their overall well-being. As one of the largest mutual insurance companies, Guardian puts customers first and has 29 million customers.
Provide easy policy servicing to Independent Agents via phone, chat, and email.
Serve as a billing, technical, underwriting and technical support expert.
Continually provide feedback to improve the IA experience and embrace Branch’s culture.
Branch aims to make insurance more affordable by using data, tech, and automation to simplify the insurance process. They are redefining what it means to work in insurance and have a remote-first culture with headquarters in Columbus, Ohio.
Provide personalized communication to Felix users across all mediums.
Work within the Felix partnership ecosystem to ensure the highest quality of care.
Document common user issues effectively and influence product improvements.
Felix is Canada’s first end-to-end platform providing on-demand treatment for everyday health, creating digital-first solutions that increase access for common healthcare needs. Founded in 2019, Felix's approach encompasses assessments, lab testing, prescriptions, delivery, and ongoing care. They have an incredible culture and a highly collaborative and high-performing team.
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.
Handle student interactions (Calls, Chat, Texts and Emails) with empathy and understanding.
Collect and organize student feedback or product bugs; share with CX management team and/or other company stakeholders.
Prioritize multiple deliverables and responsibilities, with the ability to change focus quickly and efficiently.
Aceable is a mobile education platform offering affordable and engaging online courses. They are dedicated to helping people achieve their goals through online certification and have been recognized as one of the Best Places to Work.
Assist potential customers with navigating our online insurance shopping experience.
Work with existing customers to answer and resolve basic administrative and billing questions.
Propose process and product solutions to improve our customer experience.
SimplyInsured aims to eliminate fear in health insurance for small business owners, offering transparent and accessible solutions. With over 20,000 customers and partnerships with NetSuite, Toast, and Square, they are growing quickly and disrupting the health insurance industry.