Maintain and update client records; organize digital files.
Manage incoming and outgoing communications.
Monitor and manage claims within the CRM system.
Hammerjack connects skilled professionals from the Philippines with businesses worldwide, leveraging expert operations and the latest technology. They empower their community by fostering meaningful professional relationships and driving success on a global scale.
Prepare applications and ensure accurate data submission.
Embroker is making commercial insurance radically simple. They have raised over $150M in funding and uses a technology-first and customer-centric approach.
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, attracting top talent from across Canada, with employees who are ambitious, yet humble.
Keep CRM (Jobber) 100% accurate with all leads, quotes and job information.
Manage Certificates of Insurance (COIs) for commercial clients, coordinate policy updates with the insurance provider, and ensure timely delivery of COIs as requested.
Offshore Launch is a staffing agency that specializes in helping small business owners scale their operations with the top 1% of global remote talent. They are a people-centered agency with a passion for leaving every person and business in a better position than they found them.
Help potential customers navigate our online shopping experience.
Resolve administrative and billing questions with urgency and clarity.
Use industry-leading support tools and CRMs to document interactions.
SimplyInsured aims to eliminate fear associated with health insurance. They empower small business owners by making health insurance transparent and accessible, supporting over 20,000 customers.
Own high-volume customer interactions via phone, chat, and email, providing policy guidance.
Create and update homeowners insurance policies, endorsements, payments, and refunds.
Educate policyholders on coverage details and policy changes to enable informed decisions.
Kin provides simpler and more affordable homeowners insurance, expanding to cover all homeowner needs, particularly in high-risk climate areas. They are a remote-first company founded in 2016, with employees across 35 states and customers in 13, recognized as a top workplace by Forbes and Built In Chicago.
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 that helps car owners save money and time on their vehicles. They have over 4 million customers and offer services beyond insurance, such as refinancing, safety, and repairs.
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.
Global Elite Empire Consultants is a third-party recruiter helping teams find qualified candidates. They offer the chance to enter financial services on a part-time basis while working fully remotely.
Assist with day-to-day office operations and documentation management
Maintain clear, professional communication with clients, brokers, insurers, and internal teams
Ensure all administrative activity meets quality standards and regulatory requirements
They partner with forward-thinking UK and Australian brokerages to place skilled South African professionals into remote, high-impact roles. Their approach is structured, transparent, and digitally enabled—designed to move quickly without compromising on quality.
Investigates new claims and gathers information regarding injuries or loss.
Manages an inventory of property/casualty and disability claims, and negotiates settlements within prescribed limits.
Establishes accurate loss cost estimates using available resources, special service instructions, and market protocols.
Liberty Mutual strives to create a workplace where everyone feels valued and supported. They offer comprehensive benefits, workplace flexibility, and professional development opportunities, fostering an inclusive culture where employees can thrive and make a meaningful impact.
Open insurance claims and serve as the primary liaison with adjusters and carriers.
Request, track, and organize medical records, bills, and police reports.
Ensure treatment progression and awareness of treatment outcomes.
EvenUp uses technology and AI with the mission to close the justice gap. It empowers personal injury lawyers and victims to get the justice they deserve and is backed by top VCs. They are one of the fastest-growing vertical SaaS companies.
Answer coverage inquiries, process policy changes, and ensure members receive personalized, professional service.
Handle concerns with care and professionalism - assessing issues, identifying solutions, and delivering resolutions.
Build trust and connections by providing valuable insights into insurance products and services.
OTIP Group of Companies 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.
Identify and qualify leads through inbound and outbound prospecting.
Present tailored solutions that align with customer needs.
Maintain accurate forecasts and pipeline details in the CRM.
Committee for Children is a social enterprise dedicated to advancing the well-being of children through the development of essential human skills. They are committed to providing a place that empowers you to bring every bit of who you are to work and building a diverse and inclusive workplace.
Engage with interested leads from marketing or lead generation channels.
Conduct high volume outreach (calls, emails, SMS) to present platform benefits.
Vet agencies, facilitate sign-up/contract, and support onboarding onto the platform.
First Connect Insurance Services is a digital platform providing independent insurance agents with access to top US carriers. They are on a mission to overhaul the technology agents have access to, putting consumer-grade software at their fingertips. They have partnerships with thousands of active agents with hundreds joining monthly and plan to accelerate their growth.
Manage multiple channel interactions with excellent communication skills.
Effectively present and discuss products and services to providers.
Establish and maintain positive relationships with providers.
Capital BlueCross is an independent licensee of the Blue Cross Blue Shield Association. We are an equal opportunity employer committed to a culture of diversity and inclusion.
Facilitate damage and vehicle claims company-wide.
Coordinate with insurance representatives on claims and accidents.
Prepare and present reports summarizing accidents, utility hits, damages, injuries, and near misses.
Jobgether leverages AI-powered matching to connect job seekers with employers, ensuring applications are reviewed quickly and fairly. They aim to streamline the hiring process by identifying top-fitting candidates for various roles, passing a shortlist on to the hiring company.