Process service requests such as adding/removing vehicles and drivers, adding lienholder information, sending policy documents, etc.
Help customers with questions they have regarding existing insurance policies in relation to coverages or policy benefits or make changes to existing policy
Jerry.ai is a fintech startup that helps car owners save money and time on their vehicles. They have over 4 million customers and offer services beyond insurance, such as refinancing, safety, and repairs.
Serve as the first point of contact for clients, providing prompt and professional service.
Manage the placement of new and renewal accounts with carrier partners across P&C and Life & Health lines.
Ensure the successful renewal and retention of accounts through proactive service and relationship management.
Trucordia is an insurance brokerage built on successful businesses across the country. With over 5,000 team members across 200 offices, they offer people, tools, and solutions to deliver exceptional experiences.
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 of Kin’s insurance products while addressing customer questions.
Kin is committed to making life simpler, more affordable, and better for homeowners, especially in areas facing climate risks and rising costs. They are a remote-first company founded in 2016 with Kinfolk across 35+ states, emphasizing growth, customer satisfaction, and long-term sustainability.
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, attracting top talent from across Canada, with employees who are ambitious, yet humble.
Engage with customers and guide them through the insurance comparison and switching process
Analyze customer insurance needs using a consultative and empathetic sales approach
Exceed monthly sales targets while maintaining accuracy and integrity of the products sold
Experian Insurance Services is reinventing the insurance broker model with technology, data, and human interaction. They're committed to building smart technology that saves our customers time, money, and unnecessary hassle and is a Great Place To Work™ in 24 countries, FORTUNE Best Companies to work and Glassdoor Best Places to Work.
Educate prospective customers on Home & Auto insurance options using PolicyMe’s digital platform and your product expertise.
Manage a high-volume, inbound pipeline of Home & Auto leads, converting qualified opportunities into closed policies via phone, SMS, and email.
Recommend the right coverage based on customer needs using a consultative, customer‑first approach that balances protection, price, and eligibility.
PolicyMe is Canada’s leading digital insurance solution, offering straightforward and affordable financial protection for families. Founded in 2018, PolicyMe has sold over $10 billion in insurance coverage to Canadians and operates with a remote-first culture.
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.
Serve as the primary point of contact for clients after onboarding
Develop and maintain strong relationships with key-stakeholders
Schedule, coordinate, and conduct agent training sessions
First Connect Insurance Services is a digital platform providing independent insurance agents access to top US carriers. We’ve got thousands of active agents with hundreds joining monthly, and we plan to accelerate our growth.