Build and maintain strong relationships with clients, acting as their primary point of contact.
Assess and evaluate clients' insurance needs and provide personalized insurance recommendations.
Educate clients on life insurance policies to help them make informed decisions.
US General helps individuals and families protect their assets through life insurance policies. They provide a supportive environment where agents can balance work and personal life.
Answer coverage inquiries, process policy changes, and ensure personalized, professional service.
Handle concerns with care and professionalism, assessing issues and delivering resolutions.
Build trust by providing valuable insights, helping members make informed decisions and identifying opportunities for growth.
OTIP Group of Companies believes that employees feel valued for the work they do, supported as the people they are, and included in the very fabric of the organization to bring their best to work every day. They're growing into a future that reimagines what it means to deliver meaningful benefits support and service.
Help prospective clients navigate life, critical illness, and health & dental insurance options using PolicyMe’s digital platform and your product knowledge
Speak with customers to answer questions and guide them through the buying process
Manage a high-volume pipeline of 300–350 leads each month
PolicyMe is Canada’s leading digital insurance solution, offering straightforward and affordable financial protection for families from coast to coast. Since their launch in 2018, they have grown exponentially, selling over $10 billion in insurance coverage to Canadians and operates with a remote-first culture, attracting top talent from across Canada.
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.
Manage a caseload of in-progress applications through the underwriting process
Coordinate and follow up on medical exam bookings with vendors and clients
Handle inbound calls and respond to client emails
PolicyMe is Canada’s leading digital insurance solution, offering straightforward and affordable financial protection for families. They operate with a remote-first culture and have sold over $10 billion in insurance coverage since 2018.
Deliver personalized insurance quotes and exceptional service for non-Horace Mann products.
Foster strong relationships with agents and proactively address client inquiries to ensure a seamless customer experience.
Achieve production goals through consistent client engagement and follow-ups.
Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, they’ve broadened their mission to helping all educators protect what they have today and prepare for a successful tomorrow. They serve more than 4,100 school districts nationwide, they’re publicly traded on the New York Stock Exchange (symbol: HMN) and they have more than $12 billion in assets.
Manage a book of personal lines clients and handle policy servicing.
Communicate with carriers to market, quote, and bind coverage.
Identify coverage gaps and cross-sell opportunities in a consultative manner.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Act as primary point of contact for client questions and requests.
Lead conversations to identify and address gaps in coverage.
Present renewal strategies and develop marketing proposals.
Cottingham & Butler sells a promise to help clients through life’s toughest moments by hiring, training, and growing the best professionals in the industry. Their culture is guided by the theme of “better every day” constantly pushing themselves to be better than yesterday.
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.
Converse virtually with clients, weaving financial strategies that empower.
Cultivate client bonds that stand the test of time.
Ride the crest of industry trends, fortifying your knowledge.
AO Garcia Agency empowers clients by providing personalized benefits solutions and has been in business for 70+ years. They have a dynamic remote team where collaboration is valued.
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.
Support the onboarding process of new groups from application through to successful enrollment.
Work with customers on their annual benefits renewal process and any coverage or carrier changes.
Utilize phone, text, and email to provide proactive onboarding support and reconcile issues for customers.
SimplyInsured aims to alleviate concerns surrounding health insurance by providing transparent, accessible solutions to small business owners. With over 20,000 customers and key partnerships, they are rapidly expanding within the health insurance industry.
Takes incoming calls and places outbound calls as necessary.
Processes and replies to Customer Service emails as assigned by leadership.
Makes changes and endorsements to policies that may or may not require a license.
MSI is a leading MGA that combines underwriting expertise with insurer and reinsurer risk capacity to create specialized insurance solutions. They deliver exceptional service through a dedicated team and advanced technology platform, offering an expanding suite of insurance products.
Remote is a company focused on driving revenue from prospects interested in various insurance products. They support the day-to-day activity of a remote call center.
Respond to inbound calls from prospective customers for personal line auto and home insurance policies
Educate customers on insurance policy details such as coverage and pricing
Prepare and bind quotes through our carriers
Jerry.ai is a fintech startup in the U.S. that helps car owners save time and money. They have over 5M customers and are expanding beyond insurance to refinancing, safety and repairs to become the #1 rated AllCar app in the App Store.
Foster and manage relationships with policyholders and producers.
Act as a liaison between internal departments and the customer to meet desired objectives.
Assess the client needs and maximize cross-selling opportunities for growth potential.
Pacific Life provides financial products and services to help individuals and businesses with their financial goals. They have been in business for over 150 years and are committed to building a better future for their employees, customers, and communities.
High-quality leads are provided and called for you.
Garcia Agency is a fast-growing, tech-driven insurance organization. We are looking for experienced agents who want a smarter way to build their business and provide a system that delivers warm, qualified leads.
Processes applications, policies, endorsements, binders, certificates, audit requests, agency billing, and other items to service clients.
Assists clients with policy coverages, reviews for gaps, and provides additional coverage options.
Maintains client files, carrier relationships, negotiates premiums, and follows industry trends.
EPIC Insurance Brokers & Consultants is a fast-growing firm in the insurance industry driven by capable, committed people who share common beliefs and values. Headquartered in San Francisco and founded in 2007, EPIC has over 3,000 employees nationwide with locations spread out across the US.
Processes applications, policies, endorsements, and other items related to client servicing.
Assists clients with policy coverage, exclusions, and related questions.
Conducts the renewal process, including exposure analysis and market comparisons.
EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry. Founded in 2007 and headquartered in San Francisco, our company has over 3,000 employees nationwide, supporting clients' regional and global needs.
Strong income opportunities with immediate payouts.
Garcia Agency is seeking licensed life insurance agents. They offer a modern, tech-enhanced sales process and opportunities for leadership development.