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• 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.

• 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.

• Act as the first point of contact to customers who are reporting an insurance claim.
• Gather and record all relevant information regarding the insurance claim and enter data into system.
• Provide ad-hoc administrative support to the claims department.

As Canada’s most cutting-edge home insurance carrier, Max Insurance is entering a period of exciting growth.

• Manage incoming customer calls, providing expert guidance through the loan application process.
• Proactively follow up with customers to encourage the completion of loan applications as necessary.
• Ensure high levels of customer satisfaction by clearly explaining the features and benefits of Enova's products and services.

Enova International is a leading financial technology company that provides online financial services through our AI and machine learning-powered Colossus™platform. Through our values and our commitment to making Enova an awesome place to work, we maintain an environment of inclusion and culture where our employees can thrive.

• 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.

• Assists customers by building rapport and efficiently handling inbound calls.
• Delivers expertise by assessing customer and agent needs to drive satisfaction.
• Provides guidance and recommendations to help customers protect what matters most.

Liberty Mutual is a Fortune 100 Company. They deliver exceptional customer experiences through integrity, expertise, care, and simplicity and prioritize personal and professional growth.

• 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.

• Correspond with callers providing benefit information, claim status, or general health plan information.
• Thoroughly and accurately answer questions about customers’ healthcare accounts.
• Handle 35-50+ inbound and outbound phone calls per day.

Point C is a National third-party administrator (TPA) with local market presence that delivers customized self-funded benefit programs.

• Provides timely, accurate, and responsive information to policyholders and agents.
• Independently solves problems relating to policies and escalates others as needed.
• Identifies and analyzes customer policy needs to ensure high customer satisfaction.

Liberty Mutual strives to create a workplace where everyone feels valued and supported. They foster an inclusive culture with comprehensive benefits, workplace flexibility, and professional development opportunities.

• Act as the primary point of contact for new patients calling and emailing in.
• Efficiently register and onboard a high volume of new patients.
• Precisely verify patient insurance information to confirm active coverage and eligibility.

Form Health is a virtual obesity medicine clinic delivering multi-disciplinary evidence-based obesity treatment through telemedicine. Founded in 2019, Form Health is a venture-backed innovative startup with an experienced clinical and leadership team that values its employees.

• Handling inbound calls and warm leads.
• Consulting with potential and existing policyholders on insurance needs.
• Matching coverages, products, and benefits to convert sales leads into policyholders.

Liberty Mutual is a Fortune 100 company in the insurance industry. They value hard work, integrity, and commitment, offering benefits that support employees' lives and well-being, and fostering an inclusive culture where everyone can thrive.

• Serving as the first point of contact for members and providers.
• Navigating multiple systems and balancing several interactions at once.
• Documenting thoroughly, taking ownership of issues, and following through until every customer feels heard and supported.

Guidehealth is a data-powered healthcare company dedicated to operational excellence. They aim to make healthcare affordable, improve patient health, and restore fulfillment for providers. Driven by empathy and powered by AI, Guidehealth leverages remotely-embedded Healthguides and a Managed Service Organization.

• Manage service tasks, process renewals, and respond to policy-related inquiries.
• Maintain client satisfaction and ensure timely and accurate handling of insurance documents and communications.
• Assist clients in filing and updating insurance claims.

Leavitt Group is one of the largest privately-held insurance brokerages in the nation, with over 275 locations across 27 states.

• Answer a high volume of inbound calls and chats from members, providers, and vendors.
• Own the member's journey, including researching and resolving complex cases.
• Explain all available benefits and help members understand their healthcare options.

Included Health delivers integrated virtual care and navigation. They break down barriers to provide high-quality care for every person, offering care guidance, advocacy, and access to personalized virtual and in-person care. They are an equal opportunity employer.

• 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.

• 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.

• Assist potential customers with navigating the online insurance shopping experience.
• Answer and resolve basic administrative and billing questions for existing customers.
• Propose process and product solutions to improve the customer experience.

SimplyInsured's mission is to eliminate fear in health insurance by helping small business owners purchase the right insurance for their employees. With over 20,000 customers and partnerships with NetSuite, Toast, and Square, they are disrupting the industry by making it more transparent and accessible.

• Provide help to policyholders, agents, and lienholders regarding billing and insurance.
• Learn departmental processing methods, industry standards, and Farm Bureau product lines.
• Maintain an understanding of company, customer, DIFS, agent, and affiliated company relationships.

They provide insurance services to policyholders and agents. The company emphasizes quality service and building customer relationships.

• 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.

Handle inbound calls and warm leads, consulting with customers on their insurance needs to convert sales leads into policyholders. Represent the Liberty Mutual brand, connecting customers to the right products for their individual needs. Work at the office or from home, adapting well to different environments and schedules.

At Liberty Mutual, their goal is to create a workplace where everyone feels valued, supported, and can thrive, building an environment that welcomes perspectives.