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.
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.
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.
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.
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.
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.
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.
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.
Handles and resolves a high volume of incoming calls by determining the cause of the problem, finding a reasonable solution, and communicating that solution to the consumer.
Develops and maintains knowledge of Moen products and procedures to accurately aid consumers in a timely manner.
Navigates multiple databases across multiple systems to provide the quickest response to the consumer.
Fortune Brands Innovations is focused on creating smarter, safer and more beautiful homes and improving lives. They are an industry-leading innovation company that elevate every life by transforming spaces into havens. Fortune Brands supports an inclusive and diverse culture.
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.
Create a welcoming experience by authentically engaging every caller, every time.
Thoroughly and accurately answer questions about customers’ healthcare accounts.
Thoughtfully listen to callers’ needs and provide appropriate solutions.
Point C is a National third-party administrator (TPA) with local market presence that delivers customized self-funded benefit programs. They research the most effective cost containment strategies and are driving down the cost of plans with innovative solutions.
Assist members with online registration and navigation for our web portal and mobile app.
Educate members about OTIP’s products and services to ensure members’ needs are being fully met by OTIP.
Provide timely and accurate information in response to incoming telephone inquiries using an automated telephone system, computer applications, training material and other applicable resources.
OTIP Group of Companies (OGC) believes that something special happens when employees feel valued for the work they do, supported as the people they are, and included in the very fabric of the organization. They deliver meaningful benefits support and service.
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 inbound calls and chat boxes from members regarding Sidecar Health’s products and services.
Provide excellent customer service in a timely and positive manner.
Build rapport and maintain positive relationships with existing members to understand their needs.
Sidecar Health is redefining health insurance with a mission to make excellent healthcare affordable and accessible. They are made of passionate people from various backgrounds and are driven to fix a broken system.
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.
Responsible for creating a positive 1st impression of SelectQuote and answering inbound calls.
Execute transfer of potential customers to a licensed insurance agent and educate consumers on SelectQuote's value proposition.
Meet and exceed specified monthly goals for transfer rates and other key performance indicators.
SelectQuote helps customers protect what they value most by offering various insurance options. They have over 2 million families trusting them with their insurance needs and provide unmatched career growth opportunities.