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.
Answer inbound customer questions by phone and email about policies, endorsements, renewals, and general servicing.
Pull and send documents like certificates of insurance, declaration pages, and proof of coverage.
Partner with licensed agents on complex issues and keep records accurate across CRM and carrier platforms.
NerdWallet provides clarity for financial decisions, including an insurance arm for quoting and comparing home, auto, umbrella, and flood coverage. The company fosters an inclusive, flexible culture that supports employee growth and well-being.
Deliver high-quality customer service across phone, email, text, chat, and social media while resolving insurance and non-insurance questions.
Process enrollments, claims, and fulfillment activities with accurate data entry and use digital tools like Zendesk or Gladly.
Educate customers on coverage options and act as a trusted resource in a fully remote evening shift environment.
They provide pet-focused insurance and customer support, helping pet parents navigate coverage and claims. The company operates in a fully remote, collaborative, and fast-paced environment committed to exceptional service and continuous improvement.
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.
Support members through email, live chat, and phone with eligibility and billing questions.
Own member issues end-to-end while coordinating with internal teams for resolution.
Use AI tools and share feedback to improve support processes and member experience.
This company provides digital healthcare services for ongoing care. It fosters a remote-first culture that values thoughtful communication, sound judgment, and mission-driven work.
Provide first-line support to customers via phone, email, and chat for cloud-based insurance technology.
Troubleshoot and document customer issues, escalating complex cases to appropriate internal teams.
Deliver professional, customer-focused service while managing multiple priorities in a fast-paced environment.
They provide cloud-based insurance technology and software solutions to their customers. They foster a people-focused culture emphasizing collaboration, inclusion, trust, and professional growth.
Serve as first point of contact for members and providers via phone and email, resolving health insurance inquiries.
Use active listening and empathy to understand issues, explain benefits, claims, and coverage, and document interactions.
Maintain a structured schedule, with availability during peak season, and uphold the Gravie CARE service model and core values.
Gravie creates innovative health benefits for small and midsize businesses, focusing on solutions that genuinely benefit employees. The company is well-funded, non-hierarchical, and merit-driven, with a culture that values authenticity, curiosity, and creativity.
Handle calls from new customer prospects via phone, video, and email to introduce the Advice Center and match customers with appropriate advisors.
Guide customers through the Transamerica experience by gathering information and creating customer profiles to identify needs.
Schedule appointments with advisors for routine requests and facilitate communication with the advisor team.
Transamerica is a financial services company offering insurance, retirement, and investment solutions. It employs nearly 7,000 people and fosters a culture that values hard work, diversity, and work-life balance.
Own and manage an individual caseload of in-process life insurance applications from submission to placement.
Request and review underwriting requirements to determine if better options exist for customers.
Collaborate on cross-functional projects with sales, customer service, and quality assurance teams.
Zinnia is the leading technology platform for accelerating life and annuities growth, simplifying buying, selling, and administering insurance products. With $180 billion in assets under administration, Zinnia serves 100+ carriers, 2500 distributors, and 2 million policyholders and values being bold, teaming up, and delivering value.
Handle phone, chat, and email inquiries from insurance agents, processing policy servicing and billing requests.
Create new and renewal insurance invoices, maintain documentation, and issue cancellation notices per state rules.
Resolve discrepancies, cross-train with teams, and contribute to process improvements in a remote setting.
The hiring company is an insurance services organization that provides sales operations and policy support to insurance agents. The culture emphasizes collaboration, accuracy, and service excellence in a remote environment.
Provide world-class front-line support to customers and partners via phone, online channels, and events.
Manage certification exams, surveys, courseware distribution, and LMS updates with meticulous attention to detail.
Collaborate with internal teams to improve customer experience and continuously act on feedback.
Scaled Agile, Inc. is a global training and enablement platform helping enterprises adopt agile practices and AI-driven work. They have trained over 2 million professionals through 400+ partners and offer a fun, collaborative team culture.
Serve as the first point of contact for fitness consumers, resolving inquiries via phone, email, and chat with a high first-time resolution rate.
Manage customer accounts, overdue balances, and escalate complex issues while following collection policies.
Work remotely from New Zealand, supporting customers in Australia and New Zealand with cultural awareness and empathetic communication.
Xplor Technologies provides modern vertical software, embedded payments, and AI-powered capabilities to businesses in fitness, recreation, and service industries. With over 130,000 businesses in 72+ countries, the company emphasizes a culture of core values such as finding a better way and doing the right thing.
Provide routine customer service and policy support to agents and carriers on coverage, rates, billing, and policy reviews.
Communicate via phone, email, and chat while navigating multiple systems to resolve inquiries and escalate issues.
Review and process applications, binders, endorsements, and documents, and maintain policy files in the CRM.
BTIS is a commercial insurance MGA delivering products through technology with a small-business, relationship-focused mindset. Part of Amynta Group, it has over 2,000 associates globally and values partnership, innovation, and service excellence.
Handle inbound and outbound calls to assist customers and insurance agents with documentation and loan requirements.
Educate callers on required insurance documentation, resolve inquiries, and complete loan transactions accurately.
Maintain customer confidentiality and deliver high-quality support in a fast-paced remote environment.
HUB International is one of North America's largest insurance brokers, offering risk management, insurance, and benefits solutions. With over 500 offices across North America, it fosters an entrepreneurial, collaborative culture focused on employee growth.
Address client employee insurance concerns, answer benefit-related questions, and assist with claims resolution.
Maintain detailed records in Salesforce and generate client analysis reports as needed.
Monitor resolution timelines to ensure benefit issues and claims are closed within the designated timeframe.
Foundation Risk Partners is an insurance brokerage and consulting firm, one of the fastest growing in the US, hiring for its Corporate Synergies team. The company offers a comprehensive benefits package and values exceptional customer service and collaboration.
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.
Provide world-class customer service to members and providers by phone in a call center environment.
Resolve claims, benefits, eligibility, and provider network inquiries with one-call resolution.
Document calls, follow up on issues, and support team accountability for service performance.
University of Utah Health is an integrated academic healthcare system with five hospitals, eleven community health centers, and a health plan serving over 200,000 members. It is nationally ranked for research and quality, with over 2 million patient visits annually and a culture of collaboration, excellence, and respect.
Respond to customer inquiries via email and callbacks, taking ownership through resolution or escalation.
Classify issues by severity, resolve with knowledge base resources, and escalate complex cases.
Cross-train across Operations and maintain a strong understanding of products and mission.
Possible builds affordable credit products that improve financial health and help people stay out of debt. Founded in 2017, we are a fully distributed company with a global workforce and over 100,000 App Store reviews.
Serve as primary point of contact for new clients, providing a welcoming onboarding experience.
Respond to client questions via email, phone, and text with empathy and professionalism.
Support retention initiatives and identify opportunities for continued engagement.
This role is listed on behalf of a partner company that manages a fitness and wellness platform. The environment is high-energy and fully remote, with a focus on client success.
Provide friendly, professional support to customers via phone, email, and live chat.
Resolve issues efficiently while taking full ownership of each case from start to finish.
Listen carefully to understand concerns and deliver fair, practical solutions.
Capital on Tap is a financial platform offering business credit cards, spend management, savings, and tools for small businesses. With over 1,000 employees, £20bn in annual card spend, and a fast-paced culture, they value speed, ownership, and feedback.