Processes applications, policies, endorsements, binders, certificates, audit requests, agency billing, and other items to service clients.
Assists clients with policy coverages, reviews for gaps, and provides additional coverage options.
Maintains client files, carrier relationships, negotiates premiums, and follows industry trends.
EPIC Insurance Brokers & Consultants is a fast-growing firm in the insurance industry driven by capable, committed people who share common beliefs and values. Headquartered in San Francisco and founded in 2007, EPIC has over 3,000 employees nationwide with locations spread out across the US.
Manage a book of personal lines clients and handle policy servicing.
Communicate with carriers to market, quote, and bind coverage.
Identify coverage gaps and cross-sell opportunities in a consultative manner.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Processes applications, policies, endorsements, and other items related to client servicing.
Assists clients with policy coverage, exclusions, and related questions.
Conducts the renewal process, including exposure analysis and market comparisons.
EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry. Founded in 2007 and headquartered in San Francisco, our company has over 3,000 employees nationwide, supporting clients' regional and global needs.
Takes incoming calls and places outbound calls as necessary.
Processes and replies to Customer Service emails as assigned by leadership.
Makes changes and endorsements to policies that may or may not require a license.
MSI is a leading MGA that combines underwriting expertise with insurer and reinsurer risk capacity to create specialized insurance solutions. They deliver exceptional service through a dedicated team and advanced technology platform, offering an expanding suite of insurance products.
Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts.
Develop and implement comprehensive account service strategies tailored to each client’s needs.
Manage client engagement, including renewals, negotiations, policy audits, and claims advocacy.
Trucordia is a new insurance brokerage built on wildly successful businesses. With over 5,000 team members across 200 offices across the country, they offer an unrivaled combination of people, tools and solutions in order to deliver exceptional experiences and opportunities for their employees, clients and stakeholders.
Oversee teams of Claims Analysts and ensure high standards of quality and service are met.
Guide team members through complex claims processing and customer service inquiries.
Foster team development and drive improvements within the department.
Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements. The system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Serve as the primary point of contact for Sun Life U.S. clients regarding policy inquiries.
Deliver exceptional client service for Whole Life, Term Life, and Universal Life Insurance products.
Adhere to relevant policies, procedures, and regulatory requirements.
Sun Life is a global company focused on helping Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, their impact is far-reaching, and locally relevant. They offer a supportive, flexible, and inclusive work environment.
Develop and maintain a strong relationship with a key dedicated customer.
Act as a trusted advisor, providing strategic insights to help the customer achieve goals.
Collaborate with internal teams to ensure the successful delivery of customer objectives.
Reserv is an insurtech company creating AI and automation technology to bring efficiency and simplicity to claims. Founded by insurtech veterans and venture-backed by Bain Capital and Altai Ventures, they focus on automating manual tasks to tackle problems in claims.
Act as primary point of contact for client questions and requests.
Lead conversations to identify and address gaps in coverage.
Present renewal strategies and develop marketing proposals.
Cottingham & Butler sells a promise to help clients through life’s toughest moments by hiring, training, and growing the best professionals in the industry. Their culture is guided by the theme of “better every day” constantly pushing themselves to be better than yesterday.
Manage a caseload of in-progress applications through the underwriting process
Coordinate and follow up on medical exam bookings with vendors and clients
Handle inbound calls and respond to client emails
PolicyMe is Canada’s leading digital insurance solution, offering straightforward and affordable financial protection for families. They operate with a remote-first culture and have sold over $10 billion in insurance coverage since 2018.
Provide easy policy servicing to Independent Agents via phone, chat, and email.
Serve as a billing, technical, underwriting and technical support expert.
Continually provide feedback to improve the IA experience and embrace Branch’s culture.
Branch aims to make insurance more affordable by using data, tech, and automation to simplify the insurance process. They are redefining what it means to work in insurance and have a remote-first culture with headquarters in Columbus, Ohio.
Thoroughly verifies and explains coverage to Policyholders, setting clear expectations on the claims process.
Sets reserves for anticipated losses, arranges vehicle inspections and rental authorizations, and makes referrals to specialty teams as warranted.
Serves as the primary customer contact and coordinates with other departments to ensure customer satisfaction and retention.
Mercury Insurance has been dedicated to helping people reduce risk and overcome unexpected events for over 60 years. They are one team encouraging growth, fun, and collaboration with diverse perspectives to serve customers from all walks of life.
Deliver personalized insurance quotes and exceptional service for non-Horace Mann products.
Foster strong relationships with agents and proactively address client inquiries to ensure a seamless customer experience.
Achieve production goals through consistent client engagement and follow-ups.
Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, they’ve broadened their mission to helping all educators protect what they have today and prepare for a successful tomorrow. They serve more than 4,100 school districts nationwide, they’re publicly traded on the New York Stock Exchange (symbol: HMN) and they have more than $12 billion in assets.
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.
Support the onboarding process of new groups from application through to successful enrollment.
Work with customers on their annual benefits renewal process and any coverage or carrier changes.
Utilize phone, text, and email to provide proactive onboarding support and reconcile issues for customers.
SimplyInsured aims to alleviate concerns surrounding health insurance by providing transparent, accessible solutions to small business owners. With over 20,000 customers and key partnerships, they are rapidly expanding within the health insurance industry.
Contact new and existing brokers to explain features and benefits of our programs.
Compile, organize and relay crucial information to close quotes.
Maintain producer marketing database.
Integrated Specialty Coverages, LLC (ISC) is a growth-stage technology and data-driven commercial MGA and insurance wholesaler leading innovation in the market. Backed by one of the leading private equity firms, Onex Partners, and led by a forward-thinking management team, ISC is combining the worlds of insurance and technology to create an Insurtech powerhouse.
Answer coverage inquiries, process policy changes, and ensure personalized, professional service.
Handle concerns with care and professionalism, assessing issues and delivering resolutions.
Build trust by providing valuable insights, helping members make informed decisions and identifying opportunities for growth.
OTIP Group of Companies believes that employees feel valued for the work they do, supported as the people they are, and included in the very fabric of the organization to bring their best to work every day. They're growing into a future that reimagines what it means to deliver meaningful benefits support and service.