Source Job

• Processes applications, policies, endorsements, binders, certificates, audit requests, agency billing, and other items to service clients.
• Assists clients with policy coverages, reviews for gaps, and provides additional coverage options.
• Maintains client files, carrier relationships, negotiates premiums, and follows industry trends.

EPIC Insurance Brokers & Consultants is a fast-growing firm in the insurance industry driven by capable, committed people who share common beliefs and values. Headquartered in San Francisco and founded in 2007, EPIC has over 3,000 employees nationwide with locations spread out across the US.

• Assist clients with home and auto insurance needs; answer coverage questions.
• Proactively reach out to clients to ensure policies suit their needs.
• Communicate effectively via phone, email, and SMS to build client trust.

Jobgether is a platform that connects job seekers with companies. They use AI-powered matching to ensure applications are reviewed quickly and fairly.

• Deliver personalized insurance quotes and exceptional service for non-Horace Mann products.
• Foster strong relationships with agents and proactively address client inquiries to ensure a seamless customer experience.
• Achieve production goals through consistent client engagement and follow-ups.

Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, they’ve broadened their mission to helping all educators protect what they have today and prepare for a successful tomorrow. They serve more than 4,100 school districts nationwide, they’re publicly traded on the New York Stock Exchange (symbol: HMN) and they have more than $12 billion in assets.

• Processes applications, policies, endorsements, and other items related to client servicing.
• Assists clients with policy coverage, exclusions, and related questions.
• Conducts the renewal process, including exposure analysis and market comparisons.

EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry. Founded in 2007 and headquartered in San Francisco, our company has over 3,000 employees nationwide, supporting clients' regional and global needs.

• Foster and manage relationships with policyholders and producers.
• Act as a liaison between internal departments and the customer to meet desired objectives.
• Assess the client needs and maximize cross-selling opportunities for growth potential.

Pacific Life provides financial products and services to help individuals and businesses with their financial goals. They have been in business for over 150 years and are committed to building a better future for their employees, customers, and communities.

• Manage a book of personal lines clients and handle policy servicing.
• Communicate with carriers to market, quote, and bind coverage.
• Identify coverage gaps and cross-sell opportunities in a consultative manner.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

• Support the onboarding process of new groups from application through to successful enrollment.
• Work with customers on their annual benefits renewal process and any coverage or carrier changes.
• Utilize phone, text, and email to provide proactive onboarding support and reconcile issues for customers.

SimplyInsured aims to alleviate concerns surrounding health insurance by providing transparent, accessible solutions to small business owners. With over 20,000 customers and key partnerships, they are rapidly expanding within the health insurance industry.

• Own end to end new business sales for commercial P&C insurance, from inbound lead to bind
• Manage 25-50 warm inbound opportunities daily while meeting activity and revenue targets
• Advise SMB clients on coverage options and basic risk management practices

Coverdash is a startup focused insurtech agency, powered by embedded technology and partnership strategies. They help growing businesses purchase and manage business insurance. The rapidly growing team is a smart, dynamic, and fun-loving group.

• Build relationships with key decision makers and stakeholders.
• Monitor all assigned accounts for utilization and quickly act at any sign of dissatisfaction.
• Meet and exceed sales quota and other KPI’s as established by leadership.

AvaSure is revolutionizing healthcare with cutting-edge virtual care solutions that protect patients and empower clinical teams. They take pride in their collaborative culture where innovation thrives and every team member is valued.

• Build and maintain strong relationships with clients, acting as their primary point of contact.
• Assess and evaluate clients' insurance needs and provide personalized insurance recommendations.
• Educate clients on life insurance policies to help them make informed decisions.

US General helps individuals and families protect their assets through life insurance policies. They provide a supportive environment where agents can balance work and personal life.

• Develop robust account and territory plans to drive GTM activity and revenue growth.
• Build and execute stakeholder engagement strategies, mapping TransUnion solutions to client business priorities.
• Conduct structured discovery sessions with stakeholders at all levels, from C-suite to operational teams, to uncover challenges and opportunities.

TransUnion is a major credit reference agency offering specialist services in fraud, identity and risk management, automated decisioning and demographics. They support organizations across a variety of sectors including finance, retail, telecommunications, utilities, gaming, government and insurance.

• Thoroughly verifies and explains coverage to Policyholders, setting clear expectations on the claims process.
• Sets reserves for anticipated losses, arranges vehicle inspections and rental authorizations, and makes referrals to specialty teams as warranted.
• Serves as the primary customer contact and coordinates with other departments to ensure customer satisfaction and retention.

Mercury Insurance has been dedicated to helping people reduce risk and overcome unexpected events for over 60 years. They are one team encouraging growth, fun, and collaboration with diverse perspectives to serve customers from all walks of life.

• Identifies and generates new business opportunities and delivers effective presentations.
• Develops agency/producer relationships to support retention of key renewals and placement of quality new business.
• Develops and implements action plans to grow assigned territory.

Paragon is a rapidly growing MGA supporting retail agents, insurance carriers, and reinsurers. They do this with strong underwriting talent, broad capabilities, sophisticated operations, and varied business interests and are dedicated to diversity and agility.

• Work closely with Chief Legal Officer to track, manage and renew Geosyntec’s commercial insurance program.
• Support the company’s leadership and project managers understand the insurance coverage maintained by the company and help in making decisions and recommendations on coverage updates.
• Collaborate with Chief Legal Officer and company leadership to review exposures and insurance program, determine if carrier is the best fit for the client while considering coverage, protection, and cost.

Geosyntec is an innovative, international engineering and consulting firm serving private and public-sector clients to address new ventures and complex problems involving our environment, natural resources, and civil infrastructure. Ranked by ENR as one of the top environmental engineering design firms, Geosyntec is internationally known for its technical leadership, broad experience, and exceptional client service.

• Develop and maintain a strong relationship with a key dedicated customer.
• Act as a trusted advisor, providing strategic insights to help the customer achieve goals.
• Collaborate with internal teams to ensure the successful delivery of customer objectives.

Reserv is an insurtech company creating AI and automation technology to bring efficiency and simplicity to claims. Founded by insurtech veterans and venture-backed by Bain Capital and Altai Ventures, they focus on automating manual tasks to tackle problems in claims.

• Driving revenue from prospects.

Remote is a company focused on driving revenue from prospects interested in various insurance products. They support the day-to-day activity of a remote call center.

• Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts.
• Develop and implement comprehensive account service strategies tailored to each client’s needs.
• Manage client engagement, including renewals, negotiations, policy audits, and claims advocacy.

Trucordia is a new insurance brokerage built on wildly successful businesses. With over 5,000 team members across 200 offices across the country, they offer an unrivaled combination of people, tools and solutions in order to deliver exceptional experiences and opportunities for their employees, clients and stakeholders.

• Serve as the primary point of contact for Sun Life U.S. clients regarding policy inquiries.
• Deliver exceptional client service for Whole Life, Term Life, and Universal Life Insurance products.
• Adhere to relevant policies, procedures, and regulatory requirements.

Sun Life is a global company focused on helping Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, their impact is far-reaching, and locally relevant. They offer a supportive, flexible, and inclusive work environment.

• Meet with clients via Zoom who have requested insurance information.
• Educate families on life insurance and supplemental benefit options.
• Help clients choose the coverage that best fits their needs.

The Weatherspoon Agency is a remote-based insurance sales organization specializing in life and supplemental benefit programs for individuals and families across multiple states. Their mission is to provide agents with a stable, supportive environment focused on client education, long-term career growth, and financial stability.

• Drive the evolution of sales philosophy and performance objectives.
• Lead new business development and agent sales growth strategies.
• Coach and manage independent insurance agents to increase growth.

They are a people-first insurer rooted in community, proudly serving individuals, families, farms, and businesses through local independent agents across the West. They have been recognized as Washington’s Best Company to Work For for the 13th consecutive year.