Manage an individual caseload of life insurance applications from application creation through underwriting and policy placement.
Coordinate with clients, insurance carriers, vendors, and internal teams to obtain required documentation and ensure cases progress efficiently.
Review underwriting decisions, identify alternative options for better customer outcomes, and communicate consistently with stakeholders.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies and manages the application process. The company culture emphasizes innovation, learning, and continuous improvement.
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.
Serve as the first point of contact for prospective customers via phone, demystifying industry jargon and making life insurance easy to understand.
Use a consultative sales approach to guide customers through the application process while working closely with teammates to solve complex problems.
Continuously improve performance in a metrics-driven environment, with access to consistent coaching and learning opportunities.
Zinnia is the leading technology platform for accelerating life and annuities growth, simplifying the buying, selling, and administering of insurance products. With over $180 billion in assets under administration, they serve 100+ carrier clients and 2500 distributors, fostering a culture of collaboration and 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.
Speak with people who asked for information about financial protection.
Map client needs to available protection options and run a simple enrollment flow.
Build and service a client list using provided remote tools and flexible hours.
Global Elite Empire Consultants is a remote financial-services company that connects families with protection options through a guided enrollment process. The firm offers pre-qualified warm leads, step-by-step onboarding, and ongoing mentorship for self-starters in a performance-driven culture.
Act as a senior technical authority for large-case underwriting, adjudicating highly complex and high-value individual life cases.
Evaluate complex financial information and apply advanced reinsurance knowledge to support sophisticated risk assessments.
Mentor fellow underwriters and champion the integration of modern underwriting technologies.
Our partner is a US-based finance company specializing in life insurance underwriting. They foster a supportive and inclusive workplace culture focused on high ethical standards and employee well-being.
Handle inbound calls and warm leads to sell insurance products.
Convert prospects into policyholders through effective consultation.
Complete paid training and obtain Property & Casualty license.
Liberty Mutual is a Fortune 100 insurance company providing property and casualty coverage. They foster an inclusive culture with comprehensive benefits, professional development, and flexible work arrangements.
You'll spend your days on phone and Zoom calls with people who requested life insurance information, never cold calling.
You'll walk families through options, using access to 60+ carriers to help them choose coverage that fits their life and budget.
Our training starts with fundamentals and includes live calls with a mentor, assuming no prior insurance experience.
We are a life insurance agency providing coverage through over 60 carrier partners. We value coachability and consistency, offering a structured training program for new agents.
Provide accurate insurance quotes and process policy changes while maintaining compliance with underwriting rules.
Deliver responsive customer service across phone, chat, and email in a fully remote call center environment.
Cross-sell insurance and membership products to meet customer needs and support sales performance.
Our partner provides insurance and membership solutions to customers. They are a large service-focused organization with a fully remote team and a fast-paced, high-volume environment.
Acts as the first point of contact for customer requests related to commercial audits and workers' compensation policies.
Establishes and maintains professional relationships with external and internal customers.
Completes research, coordinates with departments, and documents transactions accurately.
Liberty Mutual provides insurance and related services, including premium audit and workers' compensation support. The company is a large, global insurer with a culture that values inclusion, support, and professional development.
Provide outstanding customer service to families and coordinate information between physicians, insurance companies, and clinics.
Obtain insurance authorizations and research benefits, eligibility, and authorization requirements.
Communicate cost shares and financial responsibilities to families to help them make informed treatment decisions.
Cranial Technologies is the only company dedicated to researching and treating plagiocephaly (flat head syndrome) and correcting infant ear shapes with EarWell. They have treated over 500,000 babies and offer a remote, customer-focused culture.
Sell auto, home, life, and related insurance products using a consultative, needs-based approach.
Build and maintain a book of business through referrals, networking, and community engagement.
Identify prospective customers using established lead methodologies and relationship-driven outreach.
Comparion Insurance Agency is an insurance agency offering auto, home, life, and specialty insurance products through consultative agents. Backed by Liberty Mutual, it has over 2,000 agents in 44 states and a supportive team culture with experienced leadership.