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.
Manage agency relationships and serve as lead client contact.
Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business.
Burns & Wilcox is North America’s leading wholesale insurance broker and underwriting manager. Fueled by its freedom from Wall Street and private equity, Burns & Wilcox is a privately owned company whose standards of service, depth of market relationships and outstanding talent are unsurpassed in the specialty insurance sector.
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.
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.
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.
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.
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.
Deliver exceptional service to existing and prospective policyholders via phone, email, and SMS - ensuring prompt, accurate, and personable support on every interaction.
Retain and grow customers by managing renewals, identifying at-risk accounts, and presenting competitive solutions that maintain coverage while reducing churn.
Drive revenue through consultative selling, quoting and binding additional lines of coverage or improved renewal options for existing customers using multiple carrier platforms.
Trellis is rewriting the insurance experience from the inside out. They are the tech company behind Savvy, their licensed insurance agency bringing clarity and ease to insurance shopping. Trellis is a profitable, fast-growing Series A startup backed by General Catalyst, QED, NYCA, and Amex Ventures.
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.
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.
Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts.
Develop and implement comprehensive account service strategies tailored to each client’s needs.
Manage client engagement, including renewals, negotiations, policy audits, and claims advocacy.
Trucordia is a new insurance brokerage built on wildly successful businesses. With over 5,000 team members across 200 offices across the country, they offer an unrivaled combination of people, tools and solutions in order to deliver exceptional experiences and opportunities for their employees, clients and stakeholders.
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.
Building and maintaining strong, long-term relationships with key strategic partners.
Developing and executing strategic account plans to drive client growth.
Identifying new business opportunities within existing accounts.
SimplyInsured aims to eliminate fear in health insurance by making it more transparent and accessible to small business owners. They have over 20,000 customers and several major partnerships, and they value radical transparency, feedback, bias to action, growth, and an obligation to dissent.
Assist in identifying non-registered producers subject to EPR obligations.
Coordinate with internal teams for onboarding and account setup of new producers.
Serve as the primary day-to-day contact for assigned producers.
Jobgether is a platform that connects job seekers with companies. They focus on using AI to streamline the hiring process and ensure fair candidate reviews.
Serve as the primary point of contact for clients, collaborating with Sales, Customer Success, and Product teams.
Achieve a quota of new sales growth within your select customer base each quarter.
Drive customer relationships and create champions through effective advocacy.
Jobgether is a platform that uses AI-powered matching to connect candidates with companies. They value diversity and inclusion and offer a supportive team environment that encourages professional growth.
Global Elite Empire Agency is redefining how agents build their book of business. They respect your time, talent, and income by providing a system that supports your income goals.