Source Job

US

  • Act as the insurance workflow expert, representing the independent agent and shaping what PolicyLift builds next.
  • Onboard new agencies, configure PolicyLift to their stack, and train their teams for success.
  • Provide first-line support for insurance-specific issues and drive adoption across accounts.

P&C Insurance Process Improvement AI Tools

20 jobs similar to Insurance Operations Specialist (Former Agent)

Jobs ranked by similarity.

US

  • Serve as an agency expert on P&C, ensuring decisions are of high quality.
  • Review reports on agent performance and sales results to evaluate your team and inform operational changes.
  • Coach and mentor agents to achieve quotas while fostering a culture of accountability and results.

Savvy, a Gen Digital Company, is reimagining how insurance is bought and sold with a platform built on innovation, data, and automation. Our team is goal-driven and focuses on performance, coaching, and operational excellence.

Global

  • Manage and maintain client accounts, policy files, activity logs, and documentation within Applied Epic.
  • Prepare, issue, and track certificates of insurance, process endorsements, and support renewals.
  • Coordinate with carriers, handle quoting and re-quoting, and provide administrative support to producers and account managers.

Savvital provides diversified services to small and medium-sized businesses in the international market, enabling them to build their future through customized solutions. Their team of motivated experts handles tasks that add real capacity to a client's workday, with a mission to provide affordable solutions via strategic task delegation.

US

  • Develop and deliver engaging product demonstrations that clearly communicate the business and technical value of software solutions.
  • Work alongside sales teams throughout the sales cycle to understand client objectives, requirements, challenges, and desired outcomes.
  • Translate customer goals and functional requirements into relevant solution capabilities and compelling use cases.

They provide modern software solutions for the insurance industry, leveraging cloud and AI technologies. They emphasize a people-focused culture built on collaboration, trust, inclusion, and professional growth.

US 6w maternity 6w paternity

  • 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.

US Unlimited PTO

  • Deliver exceptional service to policyholders via phone, email, and SMS.
  • Retain and grow customers by managing renewals and presenting competitive solutions.
  • Drive revenue through consultative selling and quoting additional coverage.

Trellis builds technology for Savvy, a licensed insurance agency, making insurance shopping effortless and customer-first. We're a profitable, fast-growing Series A startup, remote-first, with a culture of experimentation and ownership.

$58,400–$65,700/yr
4w PTO

  • 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.

US 6w maternity 6w paternity

  • Drive strategic agency growth through field visits and tailored territory engagement plans to boost quoting and binding.
  • Enable agency partners with tools, training, and co-marketing strategies to maximize production with Openly.
  • Monitor portfolio performance and channel market intelligence to support underwriting, product, and strategy teams.

Openly is redefining insurance with data-driven underwriting and tailored coverage, replacing complexity with clarity. The company values simplicity, empathy, and innovation, with a remote-first culture focused on collaboration and work-life balance.

US

  • Handle inbound member inquiries via phone, email, and other channels to assist with quotes, policy updates, billing, and coverage changes.
  • Provide personalized insurance guidance and process policy transactions while ensuring compliance with regulations.
  • Collaborate with carriers and internal teams to resolve issues and deliver timely, accurate information.

They help members navigate personal insurance needs with personalized guidance and responsive customer support. They foster a supportive, inclusive remote culture with comprehensive benefits and career growth.

$70,000–$140,000/yr
US Unlimited PTO

  • Manage day-to-day operations of the Insurity Partner Program and assigned ecosystem partners.
  • Serve as primary operational contact, overseeing partner onboarding, renewals, and performance monitoring.
  • Collaborate with program leadership to implement AI-driven process improvements and streamline partner operations.

Insurity provides cloud-native insurance software for the Property & Casualty market, trusted by top carriers and brokers. The company fosters a culture of innovation, teamwork, and continuous learning, with an award-winning onboarding experience.

$90,000–$120,000/yr
US

  • Oversee day-to-day operations of the Policy Administration team, including escalations, scheduling, and team rotations.
  • Drive process improvements and develop new workflows in collaboration with product, engineering, compliance, and carrier partners.
  • Monitor key metrics, prepare reports, and use data analysis to inform decisions and support continuous improvement.

Ethos is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale. The company is publicly traded and fosters a diverse, inclusive, and authentic workplace culture focused on innovation.

US

  • Review insurance policies for property damage covered under the policy.
  • Inspect property damage, take photos, and complete insurance claim forms.
  • Represent homeowners to ensure they are paid fairly by the insurance company.

We are a public adjustment firm representing homeowners to ensure no underpayment by insurance companies for property damage. We offer flexible, commission-based work with training provided, and we value dependability, coachability, and a desire to improve.

US Unlimited PTO

  • 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.

$110,000–$125,000/yr
US

  • 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.

US

  • Sell insurance policies on your own schedule with no set hours or minimum time commitment.
  • Earn $20 per policy bound plus 10% commission for the first 12 months of each policy.
  • Receive fresh leads at no cost from Truvo and quote across multiple carriers in one place.

Truvo is building a fully autonomous consumer insurance broker that saves households money and provides better protection. They are a seed-stage startup with a small team focused on an AI-native broker platform and scaling exceptional talent.

India

  • Develop complex underwriting and claims scenarios to train AI models for insurance-related applications.
  • Evaluate AI-generated decisions on risk assessment, policy interpretation, and claims adjudication.
  • Work remotely from anywhere in India with flexible scheduling and task-based compensation.

This role is with a partner company developing AI models for insurance applications, using expert input to improve underwriting and claims accuracy. The work is fully remote and project-based, with flexible scheduling and a focus on high-quality independent contributions.

$76,829–$142,213/yr
US

  • Manage and develop a designated sales territory of independent insurance agencies with complex profiles.
  • Build strong relationships and influence agencies to quote and sell Mercury products to their customers.
  • Execute data-driven sales strategies to grow market share and achieve sales objectives.

Mercury Insurance is a property and casualty insurance provider focused on helping people reduce risk and overcome unexpected events. Recognized as one of America's Best Midsize Employers for 2026, the company fosters a collaborative and inclusive culture with a focus on growth and development.

US 4w PTO

  • Directs service delivery for multi-line accounts, partnering with Underwriting and acting as the key contact for brokers and internal partners.
  • Handles complex tasks and escalated issues including policy issuance, billing, compliance, and account review.
  • Trains and supports Underwriting Operations teams, using LEAN principles to enhance the customer experience.

Arch is a specialty insurer providing insurance, reinsurance, and mortgage insurance worldwide. With a 20+ year track record and a position on the S&P 500, it fosters a culture of collaboration, expertise, and innovation.

US

  • Speak with people who have requested information about insurance options.
  • Map client needs to available protection plans and run a simple enrollment flow.
  • Build and service a client list using pre-qualified warm leads and ongoing mentorship.

Global Elite Empire Consultants is a financial-services company connecting families with insurance protection via a remote, warm-lead sales model. They emphasize coaching, mentorship, and high performance, providing remote tools and flexible hours.

US

  • Support end-to-end new business and renewal casualty submissions, ensuring accuracy and compliance.
  • Coordinate with retail agents to obtain required documentation and track submission status with carriers.
  • Process endorsements, cancellations, audits, and maintain organized electronic files per record-keeping standards.

Jencap is one of the largest wholesale insurance intermediaries in the United States, specializing in wholesale brokerage, binding authority, and program management. The company has a collaborative, driven culture focused on teamwork, development, and growing individuals.

  • Assess client needs and present suitable insurance options remotely.
  • Build lasting relationships and handle follow-up appointments and CRM updates.
  • Work with a qualified-interest pipeline—no cold calling required.

Global Elite Empire Consultants is a remote insurance consultancy that connects clients with tailored policy options. The company values driven, trainable, and dependable individuals and provides full training and a supportive remote culture.