Serve as the primary day-to-day contact for a designated book of clients, managing their insurance needs with minimal oversight.
Lead the renewal and remarketing process, coordinating with carriers to secure optimal coverage and pricing.
Provide consultative guidance to clients on coverage gaps, policy structures, and strategic insurance decisions.
Trucordia is an insurance brokerage offering an unrivaled combination of people, tools, and solutions. They have more than 5,000 team members across 200 offices and are one of the fastest-growing companies in the U.S., with a culture that celebrates individual successes and collective accomplishments.
Serve as the primary point of contact for assigned independent agencies, building trusted relationships and supporting their growth objectives.
Conduct individual and group training sessions to improve agent understanding of insurance products, carrier markets, and sales opportunities.
Drive agency production growth by identifying opportunities, increasing product knowledge, and supporting effective selling strategies.
The company helps independent insurance agencies grow by improving their knowledge, engagement, and production across available insurance solutions. It values a customer-focused mindset and operates with a remote, flexible work environment.
Manage an assigned portfolio of commercial insurance accounts, ensuring effective client support and service delivery.
Act as the primary contact for clients, handling renewals, servicing, and account growth.
Maintain accurate records and identify opportunities for account growth through coverage reviews.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. The hiring partner is a commercial insurance firm focused on innovation, operational excellence, and a supportive, inclusive culture.
Serve as the primary point of contact for clients after onboarding, developing strong relationships with key stakeholders.
Identify opportunities for upselling, cross-selling, and new business development using data-driven analysis.
Maintain in-depth knowledge of all carrier markets, products, commission structures, and appointment processes to drive agency production.
First Connect Insurance Services is a digital platform that provides independent insurance agents access to top US carriers and the tools to grow their businesses. The company has thousands of active agents with hundreds joining monthly, and it is committed to putting consumer-grade software at agents' fingertips.
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.
Handle inbound and outbound contacts to provide customer service and sell insurance products.
Utilize training and knowledge base to accurately answer questions and resolve customer issues.
Document and process customer orders while adhering to scripts, policies, and procedures.
MCI is a tech-enabled business services company delivering Customer Experience, Business Process Outsourcing, and cloud technology solutions across multiple industries. The company employs 10,000+ individuals and fosters a culture of continuous learning and career growth.
Respond to agent inquiries via calls, chats, and emails, providing accurate information and timely resolutions.
Review and process carrier appointment requests, ensuring accuracy and compliance with carrier requirements.
Maintain accurate records in HubSpot CRM and collaborate with internal teams to streamline processes and enhance the agent experience.
First Connect Insurance Services is a digital platform that provides independent insurance agents access to over 150 top US carriers, enabling them to sell home, auto, and small business policies. We have thousands of active agents with hundreds joining monthly, and we are committed to accelerating growth with a culture of dedication and care.
Manage and grow customer relationships, serving as their primary point of contact and advocate.
Conduct regular business reviews to ensure alignment between customer objectives and Insurity's products.
Monitor customer satisfaction and KPIs to identify issues and opportunities for upselling or cross-selling.
Insurity provides configurable cloud-native insurance software for the property and casualty market. As the largest cloud-based provider in this space, we employ a team that delivers deep industry expertise and exceptional value, fostering a culture of innovation and continuous learning.
Develop and nurture relationships with clients to ensure successful campaigns.
Be a trusted advisor on our DemandFactor offerings.
Collaborate with internal experts and sales to deliver excellent results.
We are a demand generation company that helps clients achieve successful campaigns through our DemandFactor offerings. Our team is collaborative and tech-savvy, focused on building strong customer relationships.
Guide agency structure, licensing, and carrier strategy for the new insurance agency.
Advise on aggregator, vendor, and operating model decisions to build a scalable agency.
Pressure-test the business plan and provide expert compliance and operational guidance.
Abode Money is the first AI financial home manager that helps homeowners save on property taxes, insurance, and mortgage costs. They are a well-funded startup with $23M raised from top investors, and they value autonomy, speed, and resourcefulness.
Build strong customer relationships and conduct routine account performance reviews.
Renew and expand customer contracts while meeting and exceeding quotas.
Deliver training sessions and advise on best practices to ensure customer success.
Signal Vine is a higher education AI messaging platform that uses AI and workflow automation to personalize student engagement and improve enrollment and retention. Founded in 2013, the company has a rewarding culture that promotes teamwork, growth, and features a pet-friendly office.
Resolve complex consumer issues and advise first level representatives on high level issues.
Assist policy holders with billing questions and concerns.
Provide support to policy holders with policy changes and recommend adjustments as necessary.
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, they prioritize a culture of inclusion and diversity where every employee feels valued.
Be curious, listen deeply to users and get creative to solve people problems in the insurance ecosystem.
Own the entire post-sales experience including onboarding, renewals, up-sells, and strategic account management for enterprise customers.
Act as a trusted advisor and advocate internally, working cross-functionally to deliver on customer needs.
Federato is an AI-native platform that brings agentic AI to the full insurance policy lifecycle, transforming how insurance work gets done. They have raised $180 million, including a $100 million Series D from Goldman Sachs, and are growing fast globally with a culture of first principles and moving fast.
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.
Manage client relationships across auto liability, general liability, and workers' compensation programs.
Lead client meetings and claims reviews, presenting insights on claim performance and trends.
Monitor claims handling quality and TPA performance to ensure adherence to best practices.
Cottingham & Butler Claims Services helps clients through life's toughest moments by delivering claims services. They aim to hire and grow the best professionals in the industry, guided by a culture of 'better every day' and a focus on continuous improvement.
Own high-volume inbound and outbound customer interactions via phone, chat, and email, delivering clear guidance on policies, payments, and coverage.
Handle policy creation, updates, endorsements, payments, and refunds with accuracy and urgency.
Educate policyholders on coverage details and policy changes, ensuring they can make informed decisions about their homes.
Kin provides homeowners insurance that is clear, fair, and affordable, using data and technology to help homeowners thrive in the face of climate risks and rising costs. Founded in 2016, Kin is a remote-first employer with over 600 employees across more than 35 states, known for its strong growth, customer satisfaction, and recognition as a top workplace.
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.
Deliver excellent customer experience by building rapport, understanding needs, and providing knowledgeable support in a fast-paced environment.
Answer incoming calls, service existing accounts, educate customers on coverage, and resolve policy, billing, and account questions.
Quote additional insurance products, complete applications, meet performance objectives, and maintain knowledge of insurance products and regulations.
Our partner is a company providing insurance customer service and support across the United States. They offer a collaborative work environment focused on customer service, teamwork, and employee development with opportunities for growth.
Serve as the dedicated Account Manager for a specified Account Executive, assisting in sales lifecycle responsibilities and ensuring customer retention and growth.
Respond to customer inquiries, serve as a liaison between customers, vendors, and GuidePoint resources, and develop product and industry knowledge.
Manage open opportunities, identify whitespace, and drive renewal, upsell, and net new sales cycles with guidance from the Account Executive.
GuidePoint Security provides trusted cybersecurity expertise, solutions and services that help organizations make better decisions and minimize risk. With over 1,200 employees and strategic partnerships with leading security vendors, GuidePoint fosters a collaborative and enjoyable workplace driven by core values.