Source Job

Connect with customers via calling, email, and text, while understanding their insurance needs and presenting suitable solutions. Communicate the unique features and benefits of various insurance carrier’s products, addressing any inquiries or concerns. Work leads provided by the company to maximize your sales potential and conversion rate.

Kin is redesigning insurance to be smarter, faster, and centered on the customer.

• Provides timely, accurate, and responsive information to policyholders and agents.
• Independently solves problems relating to policies and escalates others as needed.
• Identifies and analyzes customer policy needs to ensure high customer satisfaction.

Liberty Mutual strives to create a workplace where everyone feels valued and supported. They foster an inclusive culture with comprehensive benefits, workplace flexibility, and professional development opportunities.

• Assists customers by building rapport and efficiently handling inbound calls.
• Delivers expertise by assessing customer and agent needs to drive satisfaction.
• Provides guidance and recommendations to help customers protect what matters most.

Liberty Mutual is a Fortune 100 Company. They deliver exceptional customer experiences through integrity, expertise, care, and simplicity and prioritize personal and professional growth.

• Manage service tasks, process renewals, and respond to policy-related inquiries.
• Maintain client satisfaction and ensure timely and accurate handling of insurance documents and communications.
• Assist clients in filing and updating insurance claims.

Leavitt Group is one of the largest privately-held insurance brokerages in the nation, with over 275 locations across 27 states.

• Serving as the first point of contact for members and providers.
• Navigating multiple systems and balancing several interactions at once.
• Documenting thoroughly, taking ownership of issues, and following through until every customer feels heard and supported.

Guidehealth is a data-powered healthcare company dedicated to operational excellence. They aim to make healthcare affordable, improve patient health, and restore fulfillment for providers. Driven by empathy and powered by AI, Guidehealth leverages remotely-embedded Healthguides and a Managed Service Organization.

• Enter new cases in the Agency Management System and monitor the New Business email inbox.
• Review applications, submit offers, order medical exams, and track case progress.
• Maintain relationships with agents and underwriters, and seek ways to improve processes.

Modern Life is a technology-enabled brokerage that uses digital tools and expert support to empower advisors with life insurance. They are backed by $35M from top-tier investors including Thrive Capital, New York Life, and Northwestern Mutual, and are experiencing high growth.

• Correspond with callers providing benefit information, claim status, or general health plan information.
• Thoroughly and accurately answer questions about customers’ healthcare accounts.
• Handle 35-50+ inbound and outbound phone calls per day.

Point C is a National third-party administrator (TPA) with local market presence that delivers customized self-funded benefit programs.

• Connecting with Potential Customers: Handling inbound inquiries via phone, email, and text to understand customer needs and recommend tailored insurance solutions that fit their unique situation
• Exceeding Sales Targets: Consistently meeting or exceeding sales goals by building strong relationships, applying effective sales techniques, and ensuring that every interaction adds value for the customer
• Showcasing Our Products: Clearly communicating the benefits of our insurance offerings, addressing customer questions with confidence and delivering exceptional service throughout the process

Kin Insurance is redesigning insurance to be smarter, faster, and centered on the customer. They use intelligent pricing, offer seamless bundling, and make every step simple and friction-free. Kin's approach has fostered amazing growth, attracted marquee investors.

• Act as the first point of contact to customers who are reporting an insurance claim.
• Gather and record all relevant information regarding the insurance claim and enter data into system.
• Provide ad-hoc administrative support to the claims department.

As Canada’s most cutting-edge home insurance carrier, Max Insurance is entering a period of exciting growth.

Manage day-to-day servicing of employee benefits accounts and act as the primary client contact. Develop and maintain strong relationships with clients, carriers, and internal teams, including offshore support. Oversee policy renewals, new business placements, and account growth opportunities.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.

Converse virtually with clients, weaving financial strategies that empower. Cultivate client bonds that stand the test of time. Ride the crest of industry trends, fortifying your knowledge.

For the first time in our company's 70+ year history, we are offering qualified candidates the chance to enter financial services on a part-time basis while working fully remotely.

Join a team that uses technology, automation, and marketing funnels to keep your pipeline full - no cold calling required. Perks include working from home, qualified leads, and a cutting-edge CRM and training platform. Grow your career with an agency built for the future.

Join a team that uses technology, automation, and marketing funnels to keep your pipeline full - no cold calling required.

• Work from home, or anywhere you choose.
• Qualified leads connected for you.
• Cutting edge CRM and training platform.

They are an agency built for the future that uses technology, automation, and marketing funnels to keep the the pipeline full. The job posting emphasizes modern sales systems and a remote work environment.

• Answer incoming inquiries from patients, answer questions, and schedule appointments
• Make outbound phone calls to patients, pharmacies, and insurance companies
• Create and triage tickets in ServiceNow

Talkiatry transforms psychiatry with accessible, human, and responsible care. They’re a national mental health practice co-founded by a patient and a triple-board-certified psychiatrist to solve the problems both groups face in accessing and providing the highest quality treatment.

• Manage an assigned book of business, ensuring account retention and supporting new business.
• Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States, providing insurance and risk management solutions.

• Responsible for creating a positive 1st impression of SelectQuote and answering inbound calls.
• Execute transfer of potential customers to a licensed insurance agent and educate consumers on SelectQuote's value proposition.
• Meet and exceed specified monthly goals for transfer rates and other key performance indicators.

SelectQuote helps customers protect what they value most by offering various insurance options. They have over 2 million families trusting them with their insurance needs and provide unmatched career growth opportunities.

Handle inbound calls and warm leads, consulting with customers on their insurance needs to convert sales leads into policyholders. Represent the Liberty Mutual brand, connecting customers to the right products for their individual needs. Work at the office or from home, adapting well to different environments and schedules.

At Liberty Mutual, their goal is to create a workplace where everyone feels valued, supported, and can thrive, building an environment that welcomes perspectives.

• Converse virtually with clients, weaving financial strategies that empower.
• Cultivate client bonds that stand the test of time.
• Ride the crest of industry trends, fortifying your knowledge.

Global Elite Empire offers qualified candidates the chance to enter financial services on a part-time basis while working fully remotely. The company provides personalized benefits solutions focused on client's security.

• Handle inbound participant and TPA calls, emails, and voicemails.
• Resolve client issues, concerns, and inquiries regarding benefit programs.
• Support the outside sales team by researching and assisting with operational questions.

Five Star Call Centers provides customer service solutions. They focus on delivering exceptional customer experiences in a fast-paced environment.

Responsible for handling incoming calls regarding Disability Benefits Law (DBL) and Paid Family Leave (PFL). Deliver superior Customer Service to both internal and external customers. Manage calls effectively for one-call resolution and accurate documentation.

We help protect our customers against life’s uncertainties and provide protection and peace of mind when our customers need it most.