Serve as the primary point of contact for clients after onboarding
Develop and maintain strong relationships with key-stakeholders
Schedule, coordinate, and conduct agent training sessions
First Connect Insurance Services is a digital platform providing independent insurance agents access to top US carriers. We’ve got thousands of active agents with hundreds joining monthly, and we plan to accelerate our growth.
Own high-volume customer interactions via phone, chat, and email, providing policy guidance.
Create and update homeowners insurance policies, endorsements, payments, and refunds.
Educate policyholders on coverage details and policy changes to enable informed decisions.
Kin provides simpler and more affordable homeowners insurance, expanding to cover all homeowner needs, particularly in high-risk climate areas. They are a remote-first company founded in 2016, with employees across 35 states and customers in 13, recognized as a top workplace by Forbes and Built In Chicago.
Prepare new business quotes and requotes for personal and commercial lines across multiple insurance carriers.
Assist with policy endorsements, renewals, cancellations, and general servicing requests.
Maintain and update client records in CRM systems, ensuring data accuracy and completeness.
Savvital is a forward-thinking organization that provides diversified services to small and medium-sized businesses in the international market, enabling them to build their future with customized solutions. Our team of educated experts are motivated individuals excited to handle tasks that can bring capacity to your workday.
Leads a team of underwriters to achieve profit and growth goals.
Develops strong agency partnerships and ensures quality underwriting decisions.
Manages profitability in compliance with company policies and procedures.
Liberty Mutual is an insurance company that focuses on providing a variety of insurance products and services. At Liberty Mutual, they aim to cultivate an inclusive environment where employees feel valued, supported, and empowered to excel.
Developing new business opportunities and managing long-term client relationships.
Analyzing business needs and loss experience to adjust products and services.
Communicating with underwriting, administration, and claims staff to support clients.
BCBST is Tennessee's largest health benefit plan company, helping Tennesseans find their paths to good health since 1945. They empower employees to thrive independently and collaboratively, seeking talented individuals who excel in a team environment and embrace accountability.
Manage a caseload of in-progress applications through the underwriting process
Coordinate and follow up on medical exam bookings with vendors and clients
Handle inbound calls and respond to client emails
PolicyMe is Canada’s leading digital insurance solution, offering straightforward and affordable financial protection for families. They operate with a remote-first culture, attracting top talent from across Canada, with employees who are ambitious, yet humble.
Prepare applications and ensure accurate data submission.
Embroker is making commercial insurance radically simple. They have raised over $150M in funding and uses a technology-first and customer-centric approach.
Engage with interested leads from marketing or lead generation channels.
Conduct high volume outreach (calls, emails, SMS) to present platform benefits.
Vet agencies, facilitate sign-up/contract, and support onboarding onto the platform.
First Connect Insurance Services is a digital platform providing independent insurance agents with access to top US carriers. They are on a mission to overhaul the technology agents have access to, putting consumer-grade software at their fingertips. They have partnerships with thousands of active agents with hundreds joining monthly and plan to accelerate their growth.
Answer coverage inquiries, process policy changes, and ensure members receive personalized, professional service.
Handle concerns with care and professionalism - assessing issues, identifying solutions, and delivering resolutions.
Build trust and connections by providing valuable insights into insurance products and services.
OTIP Group of Companies believes that something special happens when employees feel valued for the work they do, supported as the people they are, and included in the very fabric of the organization. They deliver meaningful benefits support and service.
Evaluate and underwrite new business and renewal submissions.
Negotiate pricing and terms and conditions.
Manage an assigned book of business.
Crum & Forster (C&F) provides specialty and standard commercial lines insurance products through their admitted and surplus lines insurance companies. They have more than 2000 employees and a focus on diversity, equity and Inclusion.
Manage agency relationships and serve as lead client contact
Rate, quote and bind each risk to determine acceptability, coverage, and pricing
Monitor key metrics to formulate corrective action impacting new business hit, renewal retention, premium growth, and loss ratio
Burns & Wilcox is North America’s leading wholesale insurance broker and underwriting manager. Fueled by its freedom from Wall Street and private equity, Burns & Wilcox is a privately owned company whose standards of service, depth of market relationships and outstanding talent are unsurpassed in the specialty insurance sector.
Process service requests such as adding/removing vehicles and drivers, adding lienholder information, sending policy documents, etc.
Help customers with questions they have regarding existing insurance policies in relation to coverages or policy benefits or make changes to existing policy
Jerry.ai is a fintech startup that helps car owners save money and time on their vehicles. They have over 4 million customers and offer services beyond insurance, such as refinancing, safety, and repairs.
Build strong, consultative relationships with employer clients.
Manage enrollment marketing and campaign planning efforts.
Prepare reporting and lead client meetings, ensuring client satisfaction.
They are focused on transforming mental health care through innovative solutions. The environment is collaborative, tight-knit, and culturally diverse.
Serve as the primary customer contact for business issues for assigned accounts.
Responsible for building strong customer alliances with decision makers in assigned current accounts.
Assist Regional Sales Specialists with the strategic development and closing of new accounts.
AHEAD builds platforms for digital business by weaving together advances in cloud infrastructure, automation and analytics, and software delivery, to help enterprises deliver on the promise of digital transformation. At AHEAD, they prioritize creating a culture of belonging, where all perspectives and voices are represented, valued, respected, and heard.
Provide reporting of claims on behalf of brokerage clients
Communicate with carrier adjusters and clients to facilitate successful handling and resolution of claims
Act as claims liaison, including consultative discussions and research regarding coverages
Signers National is a leading insurance platform that provides brokerage and underwriting services to organizations of all sizes. They started in 2008 and have expanded to include commercial real estate and transportation and strive to positively affect people's lives with their amazing culture.
Manage billing queries and proactively connect with clients to collect payments and resolve discrepancies.
Assist broker teams with mission-critical tasks, including processing cancellations, reinstatements, and general billing support.
Triage incoming emails and voicemails, ensuring licensed brokers can focus on complex needs while you handle the operational flow.
Zensurance is redefining commercial insurance for Canadian businesses through a digital-first experience. As a leading InsurTech company, they combine technology with industry expertise to deliver tailored insurance solutions and have been recognized for its rapid growth and industry impact.
Maintain and update client records; organize digital files.
Manage incoming and outgoing communications.
Monitor and manage claims within the CRM system.
Hammerjack connects skilled professionals from the Philippines with businesses worldwide, leveraging expert operations and the latest technology. They empower their community by fostering meaningful professional relationships and driving success on a global scale.
Counsel advisory firm clients on full-cycle life insurance, including policy reviews, case design, underwriting, and placement through in-force delivery.
Develop and manage the firm acquisition pipeline: research and identify target firms, build relationships with principals, educate them on the platform, and guide them through onboarding.
Serve as a trusted life insurance resource for generalist advisors — delivering educational content on fundamentals, trusts, and planning concepts to establish credibility and attract firms to the platform.
Modern Life is an AI-driven brokerage that empowers advisors to better serve their clients and grow their businesses with powerful and integrated digital tools, expert support, and leading insurance products. They're backed by $35M from top-tier investors and are experiencing high growth.
Manage multiple channel interactions with excellent communication skills.
Effectively present and discuss products and services to providers.
Establish and maintain positive relationships with providers.
Capital BlueCross is an independent licensee of the Blue Cross Blue Shield Association. We are an equal opportunity employer committed to a culture of diversity and inclusion.
Investigates new claims and gathers information regarding injuries or loss.
Manages an inventory of property/casualty and disability claims, and negotiates settlements within prescribed limits.
Establishes accurate loss cost estimates using available resources, special service instructions, and market protocols.
Liberty Mutual strives to create a workplace where everyone feels valued and supported. They offer comprehensive benefits, workplace flexibility, and professional development opportunities, fostering an inclusive culture where employees can thrive and make a meaningful impact.