Source Job

Canada 5w PTO 17w maternity

  • Engage with clients to help them with their home and auto insurance needs, provide personalized advice, and conduct policy sales or modifications.
  • Proactively follow up with clients to ensure they have the most suitable and competitive policy, communicating effectively via phone, email, and SMS.
  • Monitor personal performance to meet daily/weekly/monthly goals and maintain accurate records of client interactions in the CRM system.

Customer Service Client Communication Problem Solving CRM

18 jobs similar to Insurance Broker (Personal Lines)

Jobs ranked by similarity.

LATAM

  • Maximize revenue in the LATAM region by onboarding and retaining VIP clients, including high net worth individuals and smaller corporate clients.
  • Formulate asset under management (AUM) strategies and revenue optimization based on the OKX product offering, while managing partnership negotiations and client relationships.
  • Act as a brand ambassador to ensure clients understand the OKX value proposition and engage in proactive account management to address potential issues.

OKX is a leading crypto exchange and developer of OKX Wallet, providing millions of users with access to crypto trading and decentralized applications. The company operates globally with a friendly, rewarding, and diverse environment, united by core principles like 'We Before Me' and 'Get Things Done'.

Global Unlimited PTO

  • Architect Tactical Network Infrastructure: Design, deploy, and maintain the network transport layer.
  • Integrate and Optimize Tactical Radio Networks: Configure and troubleshoot data flows across tactical radio systems.
  • Implement Multi-Bridging and Cross-Network Routing: Engineer multi-bridge configurations that enable data to traverse heterogeneous network segments.

Ditto is redefining how data moves at the edge, aiming to make resilient, real-time applications seamless for developers, regardless of network conditions. As a globally distributed, fast-growing startup, we are committed to building a diverse and inclusive team that solves the world’s hardest connectivity problems.

  • Conduct customer research and interviews to understand user needs and uncover real-world challenges, and preferences to address complex problems
  • Translate customer insights into clear product strategies and roadmaps that guide investment decisions
  • Define and prioritize requirements, manage dependencies, and deliver product enhancements that provide measurable value to practices

Henry Schein One is transforming how dental practices operate with connected solutions that simplify administration and improve patient care. They strive to let you Schein because when you Schein so do they! They are a Fortune-500 company and the world's leading provider of health care products, services and solutions to dental and medical practitioners, powered by a network of people and technology, with almost 25,000 employees.

$75,000–$85,000/yr
US

  • Develop, maintain, and validate financial and operational reports, including RMN billing and cost-per-case analytics.
  • Build and enhance dashboards in Power BI, ensuring data accuracy through validation and quality assurance processes.
  • Provide administrative and analytical support for business processes, including documentation and standardization of reporting workflows.

Point C is a National third-party administrator (TPA) that delivers customized self-funded benefit programs with a commitment to innovative solutions beyond the standard. The company focuses on local market presence and a partnership-driven culture to drive down healthcare costs.

Mexico

  • Utilize content management systems (CMS) to upload, format, organize and publish web content.
  • Regularly update and maintain the content on the website to ensure accuracy and relevance.
  • Work closely with the in-house design and web development teams to ensure a seamless and user-friendly experience on the website.

Turnitin partners with educators and institutions to develop learning integrity solutions that recognize the enduring value of critical thinking. It is a global organization with team members in over 35 countries and offers a remote-first culture.

US

  • Owns program governance and refines program charters, schedules, success criteria, and milestones.
  • Communicates clear expectations, recommends data-driven proposals, and identifies risk mitigation plans.
  • Analyzes data to evaluate processes, identifies improvements, and propose solutions for cost, quality and risk.

Omada Health is on a mission to inspire and engage people in lifelong health, one step at a time. Omada’s multi-condition platform treats diabetes, hypertension, prediabetes, musculoskeletal, and GLP-1 management, delivering care that is rooted in evidence and unique to every member, unlocking results at scale.

Global

  • Test web applications and mobile apps across client projects and in-house products.
  • Write clear, reproducible test cases and maintain test documentation.
  • Report bugs with precise reproduction steps, screenshots, screen recordings, and logs.

Brain Box Automations offers services for web and mobile applications. They are a fully distributed team with flexible working hours.

Europe

  • Solve complex operational problems in a cloud backend.
  • Build tools to reduce errors and improve customer experience.
  • Develop software to integrate with internal back-end systems.

Deutsche Telekom IT Solutions, a subsidiary of the Deutsche Telekom Group, is Hungary’s most attractive employer. The company provides IT and telecommunications services, employing over 5300 individuals and fostering a culture of ethical practices and continuous development across its four sites.

US

  • Deliver regular business updates, including performance tracking and trend analysis.
  • Translate data into clear narratives to support stakeholder understanding.
  • Conduct deep-dive analyses on business performance and key initiatives.

Blueprint Technologies is a technology solutions firm headquartered in Bellevue, Washington. They help organizations unlock value from existing assets by leveraging cutting-edge technology. They are bold, smart, agile, and fun and believe in unique perspectives and build teams of people with diverse skillsets and backgrounds.

Global

  • Track and organize event-related income and expenses
  • Reconcile payouts to artists, vendors, and staff
  • Manage accounts receivable (tracking outstanding payments)

Family Affairs Events is a creative network and event execution company working across talent booking, promotion, and event operations. They are looking for a detail-oriented and reliable individual to support financial tracking and reconciliation for live events.

  • Own the codebase, APIs, and automations behind customer data flows.
  • Own the global QIMA website and 20+ acquired customer-facing websites.
  • Design and improve the architecture that ingests data from various sources.

QIMA provides compliance solutions for testing, inspection, and certification (TIC) to help clients make products consumers can trust. With over 6,000 employees worldwide, they offer local expertise and intuitive solutions, blending deep tech and human intelligence to reshape the TIC industry.

$210,000–$230,000/yr
US Unlimited PTO

  • Draft, review, and negotiate commercial agreements.
  • Maintain and improve contract templates and internal guidance.
  • Advise internal stakeholders on legal issues and challenges.

Garner Health aims to transform the healthcare economy by delivering high-quality and affordable care. They partner with employers to redesign healthcare benefits using incentives and data-driven insights. Garner is experiencing rapid growth and seeks mission-driven individuals to impact healthcare.

Europe

  • Architect and build critical test frameworks that support multiple teams.
  • Define the strategy for contract testing between microservices.
  • Solve complex synchronization and parallel execution issues.

FlexHub is Commerzbank's internal delivery capability, comprised of engineers, architects, analysts, and experts working directly with business units. Unlike external consultancies, its employees are colleagues who stay, driving high-priority initiatives and building internal expertise.

US

  • Serve as primary client contact for account oversight, maintaining relationships and satisfaction.
  • Lead project planning and execution to meet scope, timeline, and budget objectives.
  • Coordinate internal teams to achieve goals, track progress, and address risks proactively.

The company operates in commercial services, providing client-focused project solutions. They maintain a dynamic, fast-paced environment that emphasizes team coordination and proactive communication.

$90,000–$162,000/yr
Global Unlimited PTO

  • Design and implement robust onboarding and enablement programs across the go-to-market organization.
  • Collaborate closely with various departments to deliver high-impact programs aimed at improving ramp time and productivity.
  • Ensure new hires develop a strong understanding of the product and GTM strategies from day one to foster continuous growth.

Texas General operates in a tech-focused environment, leveraging innovative strategies to compete in the market. The company fosters a collaborative, innovative culture with a passionate team and emphasizes the use of advanced AI tools for operational efficiency.

$95,000–$125,000/yr
US

  • Develop and manage content that supports business priorities.
  • Oversee website content, architecture, and user experience.
  • Maintain and manage content systems and repositories.

LeanTaaS provides software solutions combining lean principles, predictive and prescriptive analytics, and machine learning to transform hospital and infusion center operations. They have raised more than $300 million and have been named among the top 100 AI companies in the world.

$75,000–$100,000/yr
US Unlimited PTO

  • Lead the technical implementation side of onboarding for new customers.
  • Consult with the customer to define their Conversica lead journey.
  • Provide hands-on configuration support and technical guidance during onboarding.

Conversica provides a Conversational AI and data intelligence platform. They are a fast-paced company focused on customer success and innovation.

  • Serve as the first point of contact for user-submitted Tinman issues via Teams and JIRA.
  • Monitor, respond to, and resolve support tickets efficiently and professionally.
  • Maintain thorough documentation of system bugs, resolution paths, and repeat issue trends.

Better is an AI-native mortgage and home equity finance company, revolutionizing the financial markets. They have funded over $110 billion in loans and raised over $1.2 billion in equity capital to modernize the $15 trillion mortgage industry.