Suport customers by phone and email with quotes, new policies, billing inquiries, underwriting questions, and policy changes.
Process insurance transactions such as endorsements, cancellations, and coverage updates while ensuring compliance with industry regulations and internal policies.
Oversee client service and communication, ensuring excellence in every interaction.
Manage administrative processes for client insurance policies such as renewals and invoicing.
Work with underwriters to find creative solutions for customer needs and facilitate client claims processes.
Insurance Office of America (IOA) provides property and casualty, employee benefits, personal lines insurance, and risk management solutions, including insurtech innovation. The company, founded in 1988, has over 1,300 associates in over 60 offices in the U.S. and UK.
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.
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.
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.
Initiate claims and provide exceptional customer service.
Promote digital self-service capabilities and document claim information.
Take ownership to service caller's needs and build The Hartford brand.
The Hartford is an insurance company that goes beyond coverages and policies. They provide opportunities to achieve goals and help others, shaping the future together.
Assist potential customers with navigating our online insurance shopping experience.
Work with existing customers to answer and resolve basic administrative and billing questions.
Propose process and product solutions to improve our customer experience.
SimplyInsured aims to eliminate fear in health insurance for small business owners, offering transparent and accessible solutions. With over 20,000 customers and partnerships with NetSuite, Toast, and Square, they are growing quickly and disrupting the health insurance industry.
Respond to inbound calls from prospective customers for personal line auto and home insurance policies
Educate customers on insurance policy details such as coverage and pricing
Prepare and bind quotes through our carriers
Jerry.ai is a fintech startup in the U.S. that helps car owners save time and money. They have over 5M customers and are expanding beyond insurance to refinancing, safety and repairs to become the #1 rated AllCar app in the App Store.
Responds to phone, email, and chat customer inquiries and moves between different functions as needed.
Triages and assesses inquiry root cause to determine effective resolution and utilizes multiple systems to provide timely and accurate resolution.
Achieves strong customer satisfaction by providing a positive Customer Experience and works collaboratively with back-office areas to correct customer issues.
Guardian helps customers realize their dreams through insurance and financial products, focusing on their overall well-being. As one of the largest mutual insurance companies, Guardian puts customers first and has 29 million customers.
Handle inbound calls and warm leads, consulting with customers on their insurance needs.
Match the correct coverages, products, and benefits to convert sales leads into policyholders.
Represent the Liberty Mutual brand, connecting customers to the right products for their individual needs.
Liberty Mutual is a Fortune 100 company. They value hard work, integrity, and commitment to make things better, and they put people first by offering benefits that support life and well-being, fostering an inclusive culture where everyone can thrive and make a meaningful impact.
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.
Connect with potential customers to understand their needs and recommend tailored insurance solutions.
Consistently meet or exceed sales targets by building strong customer relationships.
Clearly communicate the value and benefits of Kin’s insurance products while addressing customer questions with confidence
Kin is redesigning insurance to be smarter, faster, and centered on the customer. They use intelligent pricing, offer seamless bundling, and aim to make every step simple and friction-free. Kin empowers people to protect what matters most, starting with their homes.
Drive impactful conversations through inbound and outbound calls, creating a seamless and delightful experience.
Deliver fast, accurate multi-carrier quotes grounded in strong underwriting judgment.
Move confidently through multiple systems (rater/carrier platforms) with speed, accuracy, and efficiency.
Branch is on a mission to make insurance more accessible, so more people can be covered. As they redefine insurance, they also want to redefine what it means to work in insurance.
Help prospective clients navigate life, critical illness, and health & dental insurance options using PolicyMe’s digital platform and your product knowledge
Speak with customers to answer questions and guide them through the buying process
Manage a high-volume pipeline of 300–350 leads each month
PolicyMe is Canada’s leading digital insurance solution, offering straightforward and affordable financial protection for families from coast to coast. Since their launch in 2018, they have grown exponentially, selling over $10 billion in insurance coverage to Canadians and operates with a remote-first culture, attracting top talent from across Canada.
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.
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.
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.
Create a welcoming experience by authentically engaging every caller, every time.
Thoroughly and accurately answer questions about customers’ healthcare accounts.
Thoughtfully listen to callers’ needs and provide appropriate solutions.
Point C is a National third-party administrator (TPA) with local market presence that delivers customized self-funded benefit programs. They research the most effective cost containment strategies and are driving down the cost of plans with innovative solutions.
Create interest in reverse mortgage program and qualify customers.
Transfer interested customers to sales team and update the CRM.
Longbridge helps seniors unlock the power of their home equity. As a leading provider of home equity solutions, they're committed to helping older homeowners make the most of their assets. They have been named a Great Place to Work® three years in a row.
Serve as the primary point of contact for customers, providing professional and compassionate assistance throughout the claims process via phone, email, and other communication channels
Provide guidance and information to customers regarding the claims process, taking any additional steps necessary for the prompt and accurate resolution of their claims
Accurately record and update customer information, claim details, and related documentation in our internal systems, ensuring data integrity and adherence to company protocols
Reserv is an insurtech company creating AI and automation technology for claims. They are venture-backed by Bain Capital and Altai Ventures and focused on automating manual tasks to tackle problems in claims.