Underwrite complex individual life insurance cases, including impaired risk, with face amounts above $5M and authority up to $10M.
Analyze medical, financial, and non-medical information to make sound underwriting decisions and provide second signature support to junior underwriters.
Build and maintain strong relationships with independent agents, BGAs, and internal distribution partners while managing a high-volume caseload.
Protective helps protect customers against life's uncertainties. The company is a large organization that values work/life balance, offering comprehensive benefits and a collaborative culture.
Support the Senior Manager in day-to-day case review, checking rating outputs and plan setups for accuracy.
Monitor real-time KPI dashboards and flag items needing senior attention.
Test pricing updates in PRISM and Salesforce, and assist with parity review of underwriting decisions.
ExtensisHR is a Professional Employer Organization providing HR, benefits, payroll, and compliance services to businesses across the US. With over 25,000 worksite employees and managing $3 billion annually, they foster a people-first culture focused on customer service.
Collaborate with the sales team to decrease administrative workload and increase sales activities.
Process new annuity business including application submission, funding, and commissions.
Optimize CRM workflows and data entry processes to improve speed and efficiency.
Ethos is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale. The company is rapidly growing and values diversity, inclusion, and authenticity.
Drive sales through third-party producers with uncapped commission potential.
Provide expert case design and point-of-sale support to nurture client relationships.
Leverage CRM technology and continuous training to maximize sales opportunities.
Highland Capital Brokerage, a member company of Osaic, supports financial advisors with life, annuity, and longevity planning. The company offers an unparalleled national team and competitive benefits including health, vision, dental insurance, and 401k.
Lead and mentor a team of Customer Care Advisors, providing expert guidance on complex inquiries.
Resolve escalated customer and agent issues while driving performance through coaching and process improvements.
Analyze team performance, conduct quality reviews, and lead department projects to enhance efficiency.
Bestow is a vertical technology platform modernizing life insurance distribution for carriers through AI and automation. Backed by investors like Goldman Sachs and NEA, the company serves major insurers with a team that emphasizes precision, purpose, and heart.
Evaluate mild to moderately complex life insurance applications using medical and non-medical underwriting practices.
Analyze medical histories, financial information, and mortality factors to determine appropriate risk classifications and coverage decisions.
Collaborate with agents, reinsurance partners, and internal teams while applying accelerated underwriting approaches to balance risk and business goals.
This partner company operates in the life insurance industry, focusing on underwriting and risk assessment for small and emerging markets. They foster a collaborative, inclusive, and customer-focused culture with a business-casual work environment.
Resolve customer email requests and provide support on agency commission questions.
Assist customers with technical issues and collaborate with Engineering to find long-term solutions.
Support new agency setup and manage offboarding and business relationship changes.
Pie Insurance empowers small businesses by making commercial insurance affordable and easy through technology. The company is a diverse team of builders and entrepreneurs guided by core values.
Develop and execute territory marketing strategy to drive new business premium growth.
Build and maintain relationships with independent insurance agencies through face-to-face meetings and training.
Achieve monthly, quarterly, and annual sales goals and revenue targets.
AmTrust Financial Services is an insurance company offering workers compensation, BOP, commercial package, and specialty lines. The company promotes a diverse and inclusive culture and values excellence.
Own state-level strategy and calibrate Openly's homeowners program for assigned states, including UW eligibility and competitive positioning.
Manage state filing processes and DOI relationships, ensuring timely regulatory approval.
Monitor KPIs like loss ratios and sales conversion, translating findings into actionable strategic recommendations.
Openly is rebuilding insurance from the ground up, re-envisioning every aspect of the customer experience. With a rapidly growing team of exceptional, curious, empathetic people, they value collaboration, communication, and work-life balance.
Serve as the first point of contact for prospective customers via phone.
Use a consultative sales approach to guide customers through the application process.
Continuously improve your performance in a metrics-driven environment, directly impacting your earnings.
Zinnia is the leading technology platform for accelerating life and annuities growth. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, and over 2 million policyholders, with a culture driven by core values: be bold, team up, deliver value.
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.
Serve as primary liaison with adjusters and carriers, opening insurance claims and ensuring treatment progression.
Request, track, and organize medical records, bills, and police reports, resolving liens and subrogation issues.
Maintain case timelines, oversee demand preparation, and negotiate with insurance carriers to finalize cases.
EvenUp uses technology and AI to close the justice gap, empowering personal injury lawyers and victims. Backed by top VCs, the company is a fast-growing vertical SaaS firm with a collaborative culture.
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.
Lead complex product initiatives across underwriting from problem definition to launch.
Partner with clients and underwriters to shape platform capabilities and roadmap.
Leverage AI tools as a core part of product development process.
Bestow is a vertical technology platform that modernizes life insurance infrastructure, helping carriers launch products faster. Backed by Goldman Sachs and other investors, it offers a remote/hybrid culture focused on precision, purpose, and growth.
Handle inbound calls and warm leads to convert prospects into policyholders.
Use sales expertise to consult customers on insurance needs and match coverages.
Represent the Liberty brand with integrity and a customer-centric focus.
Liberty Mutual is a Fortune 100 insurance company providing property and casualty insurance. With a large workforce and a culture focused on inclusion and professional development, they offer comprehensive benefits and flexible work arrangements.
Develops and executes territory plans to position BHHC as the market of choice among agents and target markets.
Manages agency partnerships, monitors growth and profitability, and develops profit improvement plans.
Gathers competitor intelligence and collaborates with Marketing, Underwriting, and IT to enhance capabilities.
Berkshire Hathaway Homestate Companies (BHHC) is a national insurance group offering workers compensation insurance products. With over 50 years in business, the company fosters a collaborative and inclusive culture where employees are valued and supported.
Developing and implementing strategic sales plans to hit company goals and exceed daily, weekly, and monthly quotas.
Coaching, empowering, and engaging 12-14 Sales Agents in a call-center environment.
Providing data reporting, analysis, and tracking of team and individual sales performance.
Kin is an insurtech company that simplifies homeowners insurance using data and technology, expanding to help homeowners thrive in areas with climate risks and high costs. Founded in 2016, it's a remote-first employer with over 35 states, serving customers in 13 states, and has been recognized as a Best Place to Work and Fastest-Growing Private Company.
Engage inbound and outbound leads to qualify interest in annuity products
Conduct discovery calls to understand financial situations and goals
Set qualified appointments for Annuity Sales Representatives
Ethos is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale. The company is dedicated to building a diverse, inclusive and authentic workplace.
Manage complex and litigated claim files, leading independent contributors and consulting on high-stakes claim roundtables.
Oversee multiple departmental relationships across a matrixed organization within a large international insurance group.
Partner with cross-functional teams to improve litigation data and insights using technology.
ERGO NEXT is a technology-led, full-stack provider of small business insurance, transforming the customer experience. They have helped hundreds of thousands of small business customers since 2016 and are backed by industry leaders in insurance and tech.
Plan and conduct investigations of claims to determine coverage, liability, and damages.
Engage independent adjusters and experts, assess policy coverage, and establish reserves.
Negotiate settlements and coordinate litigation activities to ensure timely and cost-effective resolution.
Liberty Mutual is a global insurance company providing property and casualty insurance. They are a large employer with a culture focused on inclusion, professional development, and comprehensive benefits.