Serve as the primary day-to-day contact for a designated book of clients, managing their insurance needs with minimal oversight.
Lead the renewal and remarketing process, coordinating with carriers to secure optimal coverage and pricing.
Provide consultative guidance to clients on coverage gaps, policy structures, and strategic insurance decisions.
Trucordia is an insurance brokerage offering an unrivaled combination of people, tools, and solutions. They have more than 5,000 team members across 200 offices and are one of the fastest-growing companies in the U.S., with a culture that celebrates individual successes and collective accomplishments.
Handle inbound and outbound contacts to provide customer service and sell insurance products.
Utilize training and knowledge base to accurately answer questions and resolve customer issues.
Document and process customer orders while adhering to scripts, policies, and procedures.
MCI is a tech-enabled business services company delivering Customer Experience, Business Process Outsourcing, and cloud technology solutions across multiple industries. The company employs 10,000+ individuals and fosters a culture of continuous learning and career growth.
Manage and retain a book of business with excellent customer service and proactive renewal processes.
Handle day-to-day client servicing including certificates, endorsements, policy checks, and billing issues.
Communicate clearly with clients and carriers to build strong relationships and advise on coverage.
Signers National is an insurance platform providing brokerage and underwriting services to organizations of all sizes. It is a socially conscious company with a culture of relentless grit and continuous improvement.
Deliver excellent customer experience by building rapport, understanding needs, and providing knowledgeable support in a fast-paced environment.
Answer incoming calls, service existing accounts, educate customers on coverage, and resolve policy, billing, and account questions.
Quote additional insurance products, complete applications, meet performance objectives, and maintain knowledge of insurance products and regulations.
Our partner is a company providing insurance customer service and support across the United States. They offer a collaborative work environment focused on customer service, teamwork, and employee development with opportunities for growth.
Manage an assigned portfolio of commercial insurance accounts, ensuring effective client support and service delivery.
Act as the primary contact for clients, handling renewals, servicing, and account growth.
Maintain accurate records and identify opportunities for account growth through coverage reviews.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. The hiring partner is a commercial insurance firm focused on innovation, operational excellence, and a supportive, inclusive culture.
Serve as the primary point of contact for client inquiries via phone, email, or chat, ensuring professional and efficient service.
Perform administrative tasks, maintain client records in agency management systems, and contribute to process improvements.
Handle inbound calls for sales and post-sales service, follow up on warm leads, and provide support to internal teams.
Trucordia is an insurance brokerage built on successful businesses across the U.S., offering exceptional experiences for clients and employees. With over 5,000 team members across 200 offices, they are a fast-growing company that values collaboration, leadership, and celebrating both individual and collective achievements.
Own high-volume inbound and outbound customer interactions via phone, chat, and email, delivering clear guidance on policies, payments, and coverage.
Handle policy creation, updates, endorsements, payments, and refunds with accuracy and urgency.
Educate policyholders on coverage details and policy changes, ensuring they can make informed decisions about their homes.
Kin provides homeowners insurance that is clear, fair, and affordable, using data and technology to help homeowners thrive in the face of climate risks and rising costs. Founded in 2016, Kin is a remote-first employer with over 600 employees across more than 35 states, known for its strong growth, customer satisfaction, and recognition as a top workplace.
Serve as the primary point of contact for clients after onboarding, developing strong relationships with key stakeholders.
Identify opportunities for upselling, cross-selling, and new business development using data-driven analysis.
Maintain in-depth knowledge of all carrier markets, products, commission structures, and appointment processes to drive agency production.
First Connect Insurance Services is a digital platform that provides independent insurance agents access to top US carriers and the tools to grow their businesses. The company has thousands of active agents with hundreds joining monthly, and it is committed to putting consumer-grade software at agents' fingertips.
Serve as the primary point of contact for assigned independent agencies, building trusted relationships and supporting their growth objectives.
Conduct individual and group training sessions to improve agent understanding of insurance products, carrier markets, and sales opportunities.
Drive agency production growth by identifying opportunities, increasing product knowledge, and supporting effective selling strategies.
The company helps independent insurance agencies grow by improving their knowledge, engagement, and production across available insurance solutions. It values a customer-focused mindset and operates with a remote, flexible work environment.
Respond to agent inquiries via calls, chats, and emails, providing accurate information and timely resolutions.
Review and process carrier appointment requests, ensuring accuracy and compliance with carrier requirements.
Maintain accurate records in HubSpot CRM and collaborate with internal teams to streamline processes and enhance the agent experience.
First Connect Insurance Services is a digital platform that provides independent insurance agents access to over 150 top US carriers, enabling them to sell home, auto, and small business policies. We have thousands of active agents with hundreds joining monthly, and we are committed to accelerating growth with a culture of dedication and care.
Be the initial point of contact for agency partners nationwide, managing relationships remotely and delivering exceptional service.
Understand underwriting procedures and ProAg products to help agents navigate challenges and find the best internal contacts.
Assist in meeting annual company goals for profitability, renewal retention, revenue growth, and new business production.
ProAg is a crop insurance provider and member of the Tokio Marine HCC group, protecting American farmers and ranchers. With over 100 years of service and an A++ rating, it fosters a welcoming, dynamic culture based on integrity and customer service.
Delivers independent client support, handling complex service tasks and supporting renewals with limited oversight.
Serves as a technical resource for HRIS and enrollment platforms, benefits communications, and standard reporting.
Responds to complex client questions and manages defined lifecycle tasks while informally guiding peers.
IMA Financial Group is an independent insurance brokerage that provides a wide range of insurance and financial solutions. The company is large enough to serve clients globally but small enough to implement ideas quickly, and it has been recognized as a Best Place to Work by multiple publications and as one of the fastest-growing companies.
Develop and execute territory marketing strategy to drive new business premium growth.
Build and maintain relationships with independent insurance agencies through face-to-face meetings and training.
Achieve monthly, quarterly, and annual sales goals and revenue targets.
AmTrust Financial Services is an insurance company offering workers compensation, BOP, commercial package, and specialty lines. The company promotes a diverse and inclusive culture and values excellence.
Manage the full-cycle home inspection program, including tracking progress and making decisions on high-risk properties.
Partner with the Product team on policy form filings by reviewing contract language and evaluating risks.
Respond to internal and external business partners and identify process improvement opportunities.
Openly is an insurance provider redefining the personal lines insurance experience with technology and clarity. The company fosters a collaborative culture with core values of integrity, empathy, and work-life balance, and is committed to diversity and inclusion.
Engage customers through inbound calls, guiding them through insurance comparison and switching processes.
Analyze customer needs with a consultative approach and identify up-sell and cross-sell opportunities.
Exceed monthly sales targets while maintaining accuracy and integrity of products sold.
Experian is a global data and technology company powering opportunities for people and businesses across financial services, healthcare, automotive, and more. With a team of 25,200 people in 32 countries, we foster a people-first, inclusive culture that has earned multi-award-winning recognition as a top workplace.
Lead and mentor a team of Customer Care Advisors, providing expert guidance on complex inquiries.
Resolve escalated customer and agent issues while driving performance through coaching and process improvements.
Analyze team performance, conduct quality reviews, and lead department projects to enhance efficiency.
Bestow is a vertical technology platform modernizing life insurance distribution for carriers through AI and automation. Backed by investors like Goldman Sachs and NEA, the company serves major insurers with a team that emphasizes precision, purpose, and heart.
Provide customer support via phone, chat, SMS, email, and social media regarding policies, billing, and claims.
Handle complex inquiries including policy changes, payment processing, and escalated issues with accuracy.
Document interactions and maintain customer privacy while using critical thinking to resolve concerns.
Mercury Insurance is an insurance company dedicated to helping people reduce risk and overcome unexpected events for over 60 years. It is a midsize employer with a collaborative culture that values diversity, recognition, and professional growth.
Manage a diverse block of customers in Arkansas to ensure successful delivery of mental health and well-being services.
Oversee customer satisfaction, profitability, and implement effective program delivery including communication strategies and training.
Retain and grow book of business by identifying upselling opportunities and managing complex customer issues.
ComPsych is the worldwide leader in organizational mental health, well-being, and absence management, dedicated to igniting human potential in workplaces. With over 40 years of experience, they serve more than 75,000 customers worldwide and are chosen by 40% of the Fortune 500.
Handle inbound customer calls and provide thoughtful guidance on insurance coverage and policy needs.
Research, troubleshoot, and resolve complex customer inquiries using internal systems and tools.
Contribute ideas to improve tools, product experiences, and customer service processes.
The company is a partner in the insurance industry, helping customers navigate coverage with clarity and ease. It is a remote-first organization focused on customer service excellence, valuing empathy, independence, and collaboration.
Manage client relationships across auto liability, general liability, and workers' compensation programs.
Lead client meetings and claims reviews, presenting insights on claim performance and trends.
Monitor claims handling quality and TPA performance to ensure adherence to best practices.
Cottingham & Butler Claims Services helps clients through life's toughest moments by delivering claims services. They aim to hire and grow the best professionals in the industry, guided by a culture of 'better every day' and a focus on continuous improvement.