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.
Answer inbound calls and make outbound calls to create sales opportunities for the retail sales team.
Qualify customers for the reverse mortgage program using scripted guidelines and transfer interested leads.
Update the sales CRM with notes and schedule follow-up appointments to maintain the pipeline.
Longbridge Financial provides home equity solutions for seniors, helping them access their home equity for retirement. With an "Excellent" Trustpilot rating and over a thousand testimonials, they've been named a Great Place to Work three years running, fostering a supportive and growth-oriented culture.
Make outbound calls to prospective customers to discuss mortgage loan interest and refinancing needs
Gather customer financial information and communicate next steps to loan officers
Provide high-level customer service through email and phone to create an exceptional experience
New American Funding is a mortgage lender focused on helping customers achieve home financing goals through loan origination and refinancing. The company supports a customer-centered culture and offers a remote work environment.
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.
Serve as a primary point of contact for clients, managing inbound and outbound communications with professional excellence.
Handle and carefully respond to all customer inquiries, resolving issues on the first call through active listening.
Track and document call information for auditing, escalate interactions when necessary, and upsell if required.
TP is a leading global provider of digital business services, partnering with brands to optimize operations through technology and sustainable practices. With 500,000 employees across 300 languages, TP fosters an inclusive culture focused on growth and well-being.
Handle inbound calls efficiently, schedule/reschedule appointments, and complete daily administrative tasks for the Call Center support team.
Provide excellent customer service with a professional, confidential work ethic and knowledge of HIPAA regulations.
Work remotely from approved states (PA, MD, VA, DC, FL, GA) with reliable internet and a quiet dedicated space.
Vision Innovation Partners exists to protect and restore vision. The company offers a culture centered on its Shared Values – PATIENTS, with opportunities for growth and development.
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.
Process a queue of loan applications while ensuring compliance with established quality standards.
Handle inbound and outbound calls to verify details and request additional information from customers.
Resolve customer issues via phone, email, or fax and keep customer accounts accurately updated.
Enova International is a leading financial technology company that provides online financial services through its AI and machine learning-powered Colossus platform. It serves non-prime consumers and businesses and maintains an inclusive, values-driven culture where employees can thrive.
Handle inbound calls and warm leads to consult with customers on insurance needs and convert sales leads into policyholders.
Represent the Liberty brand with integrity, using persuasive skills to match customers with the right products.
Work in a remote environment with paid training, licensing support, and all equipment provided.
Liberty Mutual is a Fortune 100 insurance company providing property and casualty insurance. They have a large workforce and foster a supportive culture with comprehensive benefits and professional development.
Handle high-volume inbound calls to schedule appointments and present offers.
Overcome patient objections and use product knowledge to showcase dental solutions.
Manage sensitive information and consistently meet key performance indicators.
North American Dental Group (NADG) uses its individuality and expertise to work with partnered dental offices to provide best-in-class patient care. The company's guiding principle is empathy, and it focuses on putting every patient first, every visit.
Provide professional and timely service to internal and external customers regarding benefit administration.
Resolve benefit service issues with internal staff and outside vendors.
Perform monthly reconciliation of Carrier invoices to report to customers.
OneSource Virtual (OSV) works exclusively with Workday customers to automate payroll, taxes, earned wage access, accounts payable, and benefits. With over 1,500 customers and 92% retention, OSV offers a values-based culture and professional development.
Assess client needs and teach insurance options remotely.
Handle administrative tasks including notes, appointments, and CRM hygiene.
Work from home with a qualified-interest pipeline and no cold calling.
Global Elite Empire Consultants provides insurance consulting services, helping clients assess needs and choose suitable options. The company fosters a performance-driven culture and values driven, trainable, and dependable individuals.
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.
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.
Support customers over the phone with product information and account corrections.
Ensure accuracy and completeness of customer paperwork and records.
Resolve product or service problems by clarifying complaints and providing solutions.
Five Star Solutions provides customer support services for the firearms industry. The company is an equal opportunity employer committed to cultivating a professional, diverse workforce.
Handle inbound and outbound calls and emails to assist customers with loan applications and questions.
Assess customer needs, explain loan options, and build trust to ensure satisfaction throughout the application process.
Meet monthly sales metrics while adhering to state and federal lending laws and compliance guidelines.
Reprise Financial is on a mission to simplify the financial journey for customers, making personal loans accessible and transparent. We foster a workplace built on innovation, collaboration, and kindness, providing tools and support for employees to thrive.
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.
Serve as primary point of contact for clients, managing inbound/outbound communications with professional excellence.
Resolve inquiries via phone, email, chat, or social media, de-escalating issues and escalating when necessary.
Track call information for auditing and reporting, and upsell if required.
TP is a leading global provider of digital business services, partnering with prominent brands to optimize operations through advanced technology and sustainable practices. With a global workforce of 500,000 across 300 languages, TP fosters a culture of inclusion, diversity, and career growth.
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.
You'll handle customer inquiries via phone, email, chat, text, and self-service channels.
You'll deliver accurate Tier 1 support, referrals, and escalation while documenting case details.
You'll meet quality and performance standards and complete cross-training across programs.
The hiring company is a partner organization that manages customer service operations for public-facing programs. Their culture emphasizes remote work, empathy, and professional development in a 24/7/365 environment.