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.
Serve as an agency expert on P&C, ensuring high-quality decisions.
Proactively seek ways to improve internal processes and results, from selling techniques to closing customers.
Regularly coach and mentor a growing team of agents to achieve quotas, fostering a culture of accountability and results.
We are rewriting the insurance experience from the inside out, bringing clarity and ease to insurance shopping as a tech company behind Savvy, our licensed insurance agency. We are a profitable, fast-growing Series A startup backed by top investors, with a remote-first culture that moves quickly and experiments boldly.
Serve as senior support to Risk Advisors, managing daily insurance operations and ensuring high-quality client servicing.
Coordinate with carriers and underwriters on commercial policies, including submissions, renewals, and endorsements.
Review policies for accuracy and handle documentation like certificates of insurance and billing items.
Frontier is a subsidiary of Fresh Prints, helping companies grow full-time, cross-functional teams abroad by hiring smart people and placing them into top companies. We are a fully remote, 150-person company with most of our team in India and the Philippines, and we have never lost a client in three years.
Identify client needs and recommend tailored insurance solutions
Develop and maintain strong client relationships
Generate leads through networking, referrals, and company-provided resources
GIA Legacy Planning is a client-focused insurance agency specializing in personalized insurance solutions for families and businesses. The company fosters a culture rooted in integrity, mentorship, and continuous professional growth, with a supportive team environment.
Prepare rating, quotation, and binding documentation for new and renewal submissions.
Track pipelines, monitor aggregate exposure, and generate accurate policy documents.
Support accounting functions and maintain organized records for reporting and special projects.
Paragon is a managing general agent focused on specialty insurance, founded in 2014 with a commitment to diversity and agility. They are one of the fastest growing MGAs in the country, with a small, expert, and fast-moving team.
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.
Identify and research prospective insurance brokers, agents, and MGAs within target markets.
Manage inbound leads and work with Account Executives to progress them into qualified opportunities.
Conduct outbound prospecting through calls, email, LinkedIn, and events to generate qualified opportunities.
Novidea provides a cloud-based, data-driven platform designed specifically for insurance brokers, agents, and MGAs. It is a fast-scaling insurtech company focused on modernising insurance operations.
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.
Work with the CUO and cross-functional teams to build Indigo's Facilities offering, including UW guidelines and materials.
Support production, selection, pricing, control, and servicing of insurance policies using Indigo's data-driven model.
Analyze and make underwriting decisions, manage new business submissions, renewals, and policy changes.
Indigo Technologies uses alternative data and artificial intelligence to price medical malpractice insurance, enabling providers to save costs and invest in patient care. The company is backed by leading investors Rubicon Founders and Oak HC/FT, and is committed to creating enduring value in the healthcare industry.
Respond to inbound calls from existing customers to assist with insurance policy changes
Process service requests such as adding/removing vehicles and drivers, adding lienholder information, and sending policy documents
Help customers with questions regarding existing insurance policies and work to retain policyholders at risk of cancellation
Jerry.ai is building the first AI agent to manage all your physical assets, starting with car insurance. They have over 5 million customers, raised $240 million, and have been profitable since 2024, with a fully remote culture.
Consult with clients to assess insurance needs and recommend suitable coverage.
Manage the full sales cycle from prospecting to closing deals.
Maintain client relationships and provide ongoing policy support.
GIA Legacy Planning is an insurance agency focused on helping individuals and families find financial protection. They offer a supportive team environment with advanced technology and training for agents.
Lead, coach, and develop a team of Sign-Up Specialists to drive conversion metrics and build a high-energy sales culture.
Own team performance targets, analyze KPIs, and implement process improvements to scale the sign-up function.
Partner cross-functionally with Onboarding, Product, Marketing, and Operations to ensure clean handoffs and remove friction from the agency activation process.
First Connect is a digital platform providing independent insurance agents with access to top US carriers, offering over 150 insurance policies. They partner with thousands of active agents and are focused on accelerating growth through technology.
Serve as primary point of contact for clients within the assigned region, developing and maintaining long-lasting relationships.
Achieve and exceed sales and revenue targets, while identifying opportunities for upselling and cross-selling.
Conduct regular account reviews and use data-driven analysis to identify trends and growth opportunities.
First Connect Insurance Services is a digital platform providing independent insurance agents access to top US carriers. The company has thousands of active agents and plans to accelerate growth.
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 a profitable book of Farm and Ranch business by writing new accounts, building agent relationships, and pursuing renewals using AI-enhanced insights.
Evaluate data and account information to determine risk selection, pricing, and coverage, combining analytics with underwriting judgment.
Collaborate with distribution partners, agents, and brokers to present proposals, negotiate deals, and ensure compliance with company standards.
Liberty Mutual is a global insurer offering commercial and personal insurance solutions. We have a large, inclusive workforce and a culture that values collaboration, innovation, and professional development.
Connect with warm lead clients via telephone to present family protection packages virtually.
Engage with families and individuals to explain insurance options and identify their unique needs.
Update reports and work in a team environment, coaching and recruiting new hires.
We are a company that provides leads and a team-oriented approach to building a business in the insurance industry, focusing on making tasks competitive, fun, and rewarding. We are unionized with UNIFOR 247, offer full benefits, retirement packages, and have a culture built on growth, service, and integrity.
Sell life and health insurance products to warm leads with no cold calling.
Utilize a proprietary CRM and automation system to manage client relationships.
Enjoy uncapped commission, residual income, and performance bonuses.
The Essex Agency is an insurance agency that provides life and health insurance solutions to families. They are a small, inclusive organization that values diversity and offers a supportive, entrepreneurial culture.
Meet with homeowners and conduct property inspections to identify covered damage.
Educate property owners about their insurance policy rights and interpret policies.
Generate referral networks and build a book of business for long-term earning potential.
Metro Public Adjustment helps property owners maximize their insurance claim payouts. The company is a 30-year-old business with a supportive culture and ongoing mentorship.
Conduct property inspections to identify potential damage covered by insurance.
Review and interpret insurance policies to help homeowners understand their coverage.
Provide top-quality service and communication to clients throughout the claims process.
Metro Public Adjustment, Inc. has been a trusted leader in the public adjusting industry for over 30 years. They specialize in helping policyholders receive maximum settlements under their insurance policies, with a culture of flexibility and independence.
Assist underwriters with quote, binder, and policy issuance workflow.
Gather and organize information such as loss runs and risk assessments to support underwriting decisions.
Review insurance applications for accuracy, compute rates, and manage account documentation.
Convelo is a managing general agent and wholesale broker providing specialty insurance products in healthcare, senior living, non-profits, and human services. The company is a socially conscious organization with a culture of relentless grit and continuous improvement.