Oversee and maintain all personal insurance policies for client households, ensuring proper documentation and timely renewals.
Coordinate the claims process, manage carrier communication, and provide analysis of policy coverage and alternatives.
Serve as the central liaison for insurance matters between clients, advisors, and brokers while managing records across internal systems like Salesforce and OneDrive.
Galway Family Office empowers professional athletes and entertainers through expert tax, business management, and comprehensive wealth management solutions. It is part of Galway Holdings, a parent company operating with a 'Profit with Purpose' philosophy, fostering a collaborative and success-oriented mission across its group of financial, consulting, technology, and insurance brands.
Prepare new business quotes and requotes for personal and commercial lines across multiple insurance carriers.
Assist with policy endorsements, renewals, cancellations, and general servicing requests.
Maintain and update client records in CRM systems, ensuring data accuracy and completeness.
Savvital is a forward-thinking organization that provides diversified services to small and medium-sized businesses in the international market, enabling them to build their future with customized solutions. Our team of educated experts are motivated individuals excited to handle tasks that can bring capacity to your workday.
Provide reporting of claims on behalf of brokerage clients
Communicate with carrier adjusters and clients to facilitate successful handling and resolution of claims
Act as claims liaison, including consultative discussions and research regarding coverages
Signers National is a leading insurance platform that provides brokerage and underwriting services to organizations of all sizes. They started in 2008 and have expanded to include commercial real estate and transportation and strive to positively affect people's lives with their amazing culture.
Provide reporting of claims on behalf of brokerage clients
Communicate with carrier adjusters and clients to facilitate successful handling and resolution of claims
Prepare customer claim summaries
Lamb Insurance Services is a commercial insurance broker dedicated to non-profits and social services organizations nationwide. We are a socially conscious organization with an amazing culture of relentless grit and continuous improvement.
Prepare applications and ensure accurate data submission.
Embroker is making commercial insurance radically simple. They have raised over $150M in funding and uses a technology-first and customer-centric approach.