Manage day-to-day client service, resolving issues and processing endorsements and documentation.
Proactively manage insurance renewals and new business, negotiating terms and preparing proposals.
Collaborate with internal teams and use agency management systems to deliver accurate, timely outcomes.
EPIC Insurance Brokers & Consultants is an insurance brokerage and consulting firm. With 4,000+ employees and 60 offices nationwide, it fosters a collaborative, growth-minded culture.
Lead, coach, and develop a team of Solution Consultants, managing performance and cross-functional collaboration.
Ensure compelling product demonstrations for the Epic Conductor platform, communicating value to agency and brokerage leadership.
Partner with Sales leadership on resource strategy and personally engage in strategic accounts to model best-in-class consultative selling.
Applied Systems develops cloud software and AI-powered solutions for the insurance industry, serving thousands of agencies and brokers worldwide. The company emphasizes a people-first culture built on trust, inclusion, and growth, with over 40 years of technology innovation.
Manage a caseload of in-progress insurance applications through underwriting, navigating tools like HubSpot and Front.
Coordinate medical exams, track requirements, handle inbound calls/emails, and process policy changes.
Collaborate with internal teams and contribute to process improvements to enhance customer experience.
PolicyMe is a Toronto-based digital insurance startup modernizing the insurance industry in Canada, offering life, critical illness, and health & dental insurance. The company has grown exponentially since 2018, selling over $10 billion in coverage, and operates with a remote-first, low-ego culture attracting top talent across the country.
Drive exceptional results with agency partners for quality, growth, and retention.
Engage with agents 120 times per month digitally to drive profitable growth.
Collaborate with peers to improve agency results and increase policy sales.
Openly is a property and casualty insurance provider that uses data to modernize underwriting and deliver tailored coverage. The company values collaboration, open communication, and work-life balance, with a remote-first culture and a focus on innovation.
Manage an assigned book of business and coordinate with internal and offshore support teams to deliver service standards.
Handle the full renewal lifecycle, including applications, quotes, and binders, while processing endorsements and certificates.
Build and maintain productive relationships with clients, carriers, and team members to ensure responsive service and account growth.
This company specializes in managing insurance client portfolios and delivering high-quality account services. They maintain a collaborative, service-focused culture with distributed support teams.
Educate prospective customers on Home & Auto insurance options using PolicyMe's digital platform and consultative advice.
Manage a high-volume inbound pipeline of leads, converting qualified opportunities into closed policies via phone, SMS, and email.
Track all touchpoints in HubSpot and refine sales scripts, workflows, and follow-up sequences to improve conversion.
PolicyMe is Canada's leading digital insurance solution, offering straightforward and affordable life, health, and auto insurance. This remote-first Toronto startup has grown exponentially since 2018, selling over $10 billion in coverage, with a low-ego, high-performing team.
Adjust assigned claim files through resolution with high quality, applying coverage and complying with regulations.
Communicate with customers via phone, text, email to guide them through the claims process.
Write exterior estimates with high accuracy and detail, and issue payments as owed under the policy.
Steadily provides claims adjustment services for insurance, guiding customers through the claims process with empathy and accuracy. They hire top-tier contractors and foster a culture of high performance and teamwork.
Provide expert guidance on personal lines insurance products through inbound inquiries with no sales.
Build rapport with members and process insurance transactions such as endorsements, cancellations, and coverage updates.
Collaborate with carriers and internal teams to resolve issues while meeting service quality and satisfaction metrics.
Qualfon is a global provider of omnichannel customer experience and business support solutions, helping clients throughout the customer journey. The company fosters a supportive, purpose-driven team culture and provides opportunities for career growth.
Assess client needs and teach insurance options remotely.
Handle administrative tasks including notes, appointments, and CRM hygiene.
Work from home with a qualified-interest pipeline and no cold calling.
Global Elite Empire Consultants provides insurance consulting services, helping clients assess needs and choose suitable options. The company fosters a performance-driven culture and values driven, trainable, and dependable individuals.