Manage all aspects of client personal insurance needs, from information gathering to policy administration.
Explain coverages, suggest enhancements, and resolve customer inquiries.
Maintain client relationships, handle account records, and process renewals and endorsements.
Hilb Group is a Top 25 middle-market independent insurance broker offering property & casualty, employee benefits, HR consulting, and retirement services. The company provides the resources of a big broker with personal service, and values trust, passion, integrity, and 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.
Manage and service a book of middle-market commercial insurance clients, ensuring accurate and efficient handling of their needs.
Partner with producers and account executives to support new business, renewals, and client retention efforts.
Respond to coverage questions, process policy changes, and build strong relationships to deliver a seamless customer experience.
Risk Services of Louisiana, a Leavitt Group affiliate, provides insurance solutions for middle-market commercial clients. They focus on delivering exceptional service and building lasting relationships with clients, carriers, and team members.
Guide agencies through post-conversion adoption of Patriot's direct bill processes, resolving gaps and errors in partnership with leadership.
Monitor and reconcile direct bill transactions to ensure accurate commission posting to client accounts and the general ledger.
Deliver training on commission processing software and agency management systems while supporting continuous improvement of conversion playbooks.
Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. With over 2,100 employees and 150+ locations, we foster a collaborative model where each agency retains its own identity and culture while benefiting from shared resources and support.
Serve as a trusted resource for clients throughout the claims process, coordinating with carriers and account teams.
Monitor claim activity and advocate for prompt, clear communication on behalf of clients.
Maintain accurate documentation and identify complex claims for escalation.
Risk Services of Louisiana, a Leavitt Group affiliate, provides insurance services and claims advocacy. The company is part of a larger network that values client service and professional growth.
Serves as brokerage leader and subject matter expert, managing relationships between retail agencies, carrier partners, and the company.
Analyzes submissions from retail agents to determine the best carrier and coverages, then rates, quotes, and binds accounts.
Owns and maintains a book of business, providing ongoing service to maintain and grow insured accounts.
Farmers Mutual Hail (FMH) provides complete farm insurance solutions to protect the livelihoods and legacies of America's farmers. As America's Crop Insurance Company, they are headquartered in the U.S. and have been owned by the farmers they insure for over 125 years.
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.
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.
Proven account management and full sales cycle experience, from discovery to close.
Develop value propositions and deliver customized solutions for clients.
Excellent attention to detail, organizational skills, and tenacity with strong communication abilities.
Informed is a global market-leading certification brand trusted by athletes, teams, and manufacturers worldwide. You’ll join an inclusive, collaborative team that empowers you to thrive and make a genuine impact in sports nutrition safety.
Manage and nurture relationships with new and existing clients.
Proactively identify opportunities to upsell or expand product usage.
Serve as a key point of contact for client questions or concerns.
WeTravel provides a SaaS platform that helps travel organizers manage bookings, payments, and customer relationships. The company has a remote-first, international team with a fast-paced, service-oriented culture focused on supporting travel entrepreneurs.
Manage a portfolio of SMB customers, building long-term relationships and driving adoption.
Conduct regular check-ins to assess satisfaction and guide customers through challenges.
Identify upsell and renewal opportunities while acting as the voice of the customer internally.
This partner company provides technology solutions and customer success services to small and medium-sized businesses. They foster a collaborative, people-first culture with autonomy and opportunities for growth.
Own the success, retention, and growth of a portfolio of health plan clients.
Lead recurring client meetings, executive business reviews, and performance discussions.
Identify client risks, performance gaps, and emerging needs, and drive plans to address them.
Papa provides vital social support by pairing older adults and families with companions to reduce loneliness and improve health. Backed by top investors, Papa is a people-first company with a culture focused on community and belonging.
Develops and maintains trusted advisor relationships with existing customers and stakeholders to enhance retention.
Supports complex, high-profile accounts, collaborating with internal teams and external partners for best-in-class service.
Analyzes client requirements, drives issue resolution, and facilitates benefit changes with operational ownership.
Navitus is a pharmacy benefit manager (PBM) alternative dedicated to removing cost from the drug supply chain to make medications more affordable. The company is committed to diversity, creativity, and growth, fostering a team-oriented culture.