Deliver exceptional service to existing and prospective policyholders via phone, email, and SMS - ensuring prompt, accurate, and personable support on every interaction.
Retain and grow customers by managing renewals, identifying at-risk accounts, and presenting competitive solutions that maintain coverage while reducing churn.
Drive revenue through consultative selling, quoting and binding additional lines of coverage or improved renewal options for existing customers using multiple carrier platforms.
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.
Own the entire post-sales experience including onboarding, implementation, renewals, up-sells, and strategic account management.
Act as a trusted advisor and advocate internally by working cross-functionally to deliver on customers' needs.
Build and maintain strong relationships with key stakeholders and influencers at our client.
Federato is on a mission to defend the right to efficient, equitable insurance for all by enabling insurers to provide affordable coverage to people and organizations facing issues like the climate crisis and cyber-attacks. They are well funded by those behind Salesforce, Veeva, Zoom, and Box, and their AI/ML-driven platform helps insurance companies optimize their portfolio of risks.
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.
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.
Connecting with Potential Customers: Handling inbound inquiries via phone, email, and text to understand customer needs and recommend tailored insurance solutions that fit their unique situation
Exceeding Sales Targets: Consistently meeting or exceeding sales goals by building strong relationships, applying effective sales techniques, and ensuring that every interaction adds value for the customer
Showcasing Our Products: Clearly communicating the benefits of our insurance offerings, addressing customer questions with confidence and delivering exceptional service throughout the process
Kin Insurance is redesigning insurance to be smarter, faster, and centered on the customer. They use intelligent pricing, offer seamless bundling, and make every step simple and friction-free. Kin's approach has fostered amazing growth, attracted marquee investors.
Oversee the reporting, auditing, and administration of Auto Liability, General Liability, and Workers’ Compensation claims.
Serve as a primary point of contact for insurance carriers, claim adjusters, and internal stakeholders, providing timely updates and responses.
Maintain strong working relationships with internal teams, external partners, and store leadership to ensure smooth claims resolution.
Lithia & Driveway (LAD) is one of the largest global automotive retailers providing a wide array of products and services throughout the ownership lifecycle with a vision to modernize personal transportation solutions. Their success is fueled by four core values: earning customers for life, improving constantly, taking personal ownership, and having fun.
Identify, qualify, and move opportunities through the various stages of the sales cycle and deliver impactful solutions to customers.
Demonstrate the technical and business value of ServiceNow solutions to clients.
Leverage knowledge of the Insurance Industry and demonstrate how the ServiceNow platform aligns to help customers solve their most complex business problems.
ServiceNow is a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®.
Serve as the primary operational support for one or more Risk Advisors, ensuring seamless day-to-day account management.
Lead the preparation and review of insurance quotations, proposals, renewals, and endorsements for accuracy and completeness.
Oversee accurate data entry and maintenance across web-based insurance systems, CRMs, and editable PDFs.
Frontier is a subsidiary of Fresh Prints that helps companies grow full-time, cross-functional teams abroad by hiring smart people and placing them into the best companies.
Own the sales lifecycle and execute against Kalepa’s sales playbook.
Initiate contact with key decision-makers and P&L owners at large insurance carriers.
Demonstrate key proof points and value creation from the first sales meeting.
Kalepa is an AI Copilot platform that empowers underwriters to make smarter, faster, and more accurate decisions in the commercial insurance industry. They are backed by leading VCs and have a culture that values hustle, customer focus, meritocracy, transparency, and experimentation.
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.
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.
Owns and delivers joint customer success plan, to help build, grow, and expand client relationships.
Act as a Trusted Advisor and Business Partner, providing strategic guidance and a “path to value” to customer Executive Leadership.
Leverage PointClickCare customer success methodology that provides a prescriptive relationship management experience.
PointClickCare is a healthcare technology company. They provide solutions for the long-term and post-acute care industry, helping healthcare providers manage patient data and improve care outcomes. No information on size or company culture is provided in the job description.
Build relationships with key decision makers and stakeholders.
Monitor all assigned accounts for utilization and quickly act at any sign of dissatisfaction.
Meet and exceed sales quota and other KPI’s as established by leadership.
AvaSure is revolutionizing healthcare with cutting-edge virtual care solutions that protect patients and empower clinical teams. They take pride in their collaborative culture where innovation thrives and every team member is valued.
Building and maintaining strong, long-term relationships with key strategic partners.
Developing and executing strategic account plans to drive client growth.
Identifying new business opportunities within existing accounts.
SimplyInsured aims to eliminate fear in health insurance by making it more transparent and accessible to small business owners. They have over 20,000 customers and several major partnerships, and they value radical transparency, feedback, bias to action, growth, and an obligation to dissent.
Manage renewals of SaaS based products for LinkedIn Talent solutions. Prepare & deliver key customer moments and meetings across multiple levels in the organisation. Drive Customer growth by proactively identifying opportunities to deliver greater customer value and showcase ROI.
LinkedIn is the world’s largest professional network, built to create economic opportunity for every member of the global workforce.
Remote is a company focused on driving revenue from prospects interested in various insurance products. They support the day-to-day activity of a remote call center.
Responsible for creating a positive 1st impression of SelectQuote and answering inbound calls.
Execute transfer of potential customers to a licensed insurance agent and educate consumers on SelectQuote's value proposition.
Meet and exceed specified monthly goals for transfer rates and other key performance indicators.
SelectQuote helps customers protect what they value most by offering various insurance options. They have over 2 million families trusting them with their insurance needs and provide unmatched career growth opportunities.