Collaborate with the sales team to decrease administrative workload and increase sales activities.
Process new annuity business including application submission, funding, and commissions.
Optimize CRM workflows and data entry processes to improve speed and efficiency.
Ethos is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale. The company is rapidly growing and values diversity, inclusion, and authenticity.
Own and actively manage a portfolio of pending life insurance applications, diagnosing root causes and driving resolution.
Investigate complex cases independently, collaborating with underwriting, carriers, and agents to unblock issues.
Analyze trends across pending cases, build reports, and recommend process improvements to reduce systemic blockers.
Ethos is a leading life insurance technology company democratizing access to life insurance and empowering agents. With a robust three-sided platform, it employs a team focused on transforming the life insurance experience for consumers, agents, and carriers.
Support a defined group of clients by carrying out day-to-day responsibilities and coordinating with cross-functional teams.
Build and maintain positive client relationships that reflect Envoy’s commitment to service and provide timely, accurate responses.
Monitor personal and team inboxes, serve as the primary contact for assigned clients, and escalate issues as needed.
Envoy Global is a proven innovator in the global immigration space, combining an industry-leading tech platform with holistic service to streamline and expedite the immigration process. They are a company fostering a culture of service and collaboration, seeking to build strong client relationships.
Manage annuity new business transactions from application intake to contract delivery, including processing standard and complex cases.
Serve as a peer resource, provide guidance, and contribute to workflow improvements and technology enhancements.
Communicate with Financial Professionals and business partners to resolve exceptions and maintain service standards.
This company provides financial services and insurance operations, specializing in annuity new business processing. They offer a fully remote work environment and value accuracy, compliance, and collaboration.
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.
Oversee end-to-end client case management including tracking, prioritization, and documentation across multiple systems.
Support year-end tax form processing by validating, formatting, QA'ing, and delivering files for various tax forms.
Serve as primary client contact, leading status meetings and providing high-touch communication and client-facing summaries.
Experian is a global data and technology company operating across multiple markets including financial services, healthcare, automotive, agribusiness, and insurance. The company has a team of 25,200 people across 32 countries with a culture that invests in people and advanced technologies.
Owns the strategy, performance, and compliance of Centivo's claims ancillary functions, with particular emphasis on Plan Documents.
Directly manages the Plan Documents Manager and CMAS Manager, ensuring accuracy, timeliness, and regulatory compliance.
Serves as the operational authority for CMAS and Plan Documents with clients, brokers, agents, TPAs, and stop loss carriers.
Centivo is an innovative health plan for self-funded employers on a mission to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills. Headquartered in Buffalo, NY with offices in New York City, Centivo is backed by leading healthcare and technology investors.
Analyzes and investigates customer and transactional data to identify and confirm suspicious activity.
Files SARs and CTRs with regulatory agencies for escalated activity.
Maintains service levels and manages multiple workstreams while handling customer inquiries.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a team of problem solvers and innovators who celebrate differences and embrace a HUMBLE HUNGRY SMART approach.