Serve as the primary point of contact for a high-volume portfolio of small group employer clients, managing day-to-day service needs via phone and email.
Build and maintain strong client and carrier relationships through proactive outreach and virtual meetings, handling high-level service issues with professionalism.
Support renewal processes, identify cross-sell opportunities, and maintain accurate client records in the CRM system.
CRC Benefits is an industry leading provider of benefits services. The company has earned a Top Workplaces USA award three years in a row, with a culture based on inclusion, trust, collaboration, and innovation.
Provide day-to-day operational and administrative support to registered representatives, including handling inbound calls, emails, and scheduling.
Ensure all client paperwork and procedures comply with regulatory requirements and coordinate with internal departments.
Manage client deposits, maintain data integrity, and research client issues in cooperation with back-office partners.
Mercer Advisors is an independent fiduciary RIA firm that helps families simplify their financial lives by integrating planning, investing, tax, and estate services. With over 31,300 families served across 90+ U.S. cities, the firm is ranked #1 by Barron's and employs a diverse, flexible workforce where more than half of employees are women.
Respond to client requests with timeliness and accuracy
Assist Advisors with client meeting prep and follow-up tasks
Process account openings, transfers, and manage brokerage tasks
ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, and high-net-worth clients with complex planning needs. The firm is intentionally small, relationship-driven, and grows through client referrals rather than advertising.
Serve as the primary point of contact for client inquiries via phone, email, or chat, ensuring professional and efficient service.
Perform administrative tasks, maintain client records in agency management systems, and contribute to process improvements.
Handle inbound calls for sales and post-sales service, follow up on warm leads, and provide support to internal teams.
Trucordia is an insurance brokerage built on successful businesses across the U.S., offering exceptional experiences for clients and employees. With over 5,000 team members across 200 offices, they are a fast-growing company that values collaboration, leadership, and celebrating both individual and collective achievements.
Partner with Senior Wealth Advisor to deliver seamless client experiences and manage pre- and post-meeting deliverables.
Develop comprehensive financial plans reflecting each client's unique goals and collaborate with internal experts.
Build advisor capabilities with increasing client ownership and ensure compliance as a fiduciary.
Mercer Advisors is an independent fiduciary that helps families manage their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. Serving over 42,800 families across the U.S., the firm is ranked the #1 RIA by Barron's and emphasizes diversity, with more than half of its employees being women.
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.
You will maintain and support client benefits websites, document processes, and provide advanced operational and technical support.
You will resolve client issues, triage tickets, and communicate proactively with clients.
You will mentor team members, drive process improvements, and support implementations.
bswift is a leading benefits administration company that simplifies the complex world of employee benefits. We serve thousands of companies and millions of people nationwide, offering a fun, flexible, and creative environment.
Serve as a trusted compliance advisor across benefit products, ensuring regulatory alignment while supporting innovation and operational excellence.
Review marketing materials, customer communications, and product documentation to ensure regulatory accuracy and consumer protection compliance.
Lead compliance risk assessments for new product features, workflow changes, and emerging technologies, including AI-powered solutions.
They provide innovative healthcare benefit products and financial wellness solutions. The company offers a collaborative, fast-paced environment with a focus on regulatory excellence.
Deliver timely, responsive support for new and existing clients, ensuring a smooth transition from implementation through ongoing service.
Maintain accurate client benefit information across systems, providing reliable documentation for operational teams.
Collaborate effectively with Sales, Operations, Client Care, carriers, and vendors to resolve requests and support client needs.
Health Advocate is a leading provider of health advocacy, navigation, well-being, and integrated benefits programs, helping members navigate healthcare complexities. The company is part of Teleperformance in the US, employs a team of compassionate experts, and has been recognized as a top workplace by Fortune, with numerous customer service awards.
Guide beneficiaries through health insurance options by listening to their needs, answering questions, and recommending suitable coverage solutions.
Conduct phone consultations to help customers understand plans and make informed purchasing decisions while meeting sales targets.
Maintain accurate customer information and documentation while navigating multiple systems and applications.
Amplify helps individuals make informed decisions about their health insurance coverage through personalized support and education. The company operates a remote call center environment with a focus on customer service and sales, offering paid training and career growth opportunities.
Serve as the primary client contact and trusted advisor, managing relationships and ensuring client success with Cotiviti's PPM/CV products.
Coordinate cross-functional teams to execute client strategic plans, monitor program performance, and identify growth opportunities.
Manage operational implementation of client payment policy decisions and provide training to optimize program performance.
Cotiviti is a healthcare analytics company specializing in payment integrity and cost verification solutions. The company fosters a collaborative culture and values client success, with a focus on innovation and data-driven insights.
Reconcile benefit deductions, upload vendor bills, and perform monthly benefit audits to ensure accuracy.
Assist with HSA, COBRA, STD pay processes, employee inquiries, and updating Benefits webpages.
Consistently look for ways to improve system efficiencies and support Wellness Program communications.
GuidePoint Security provides trusted cybersecurity expertise, solutions and services that help organizations make better decisions and minimize risk. Since 2011, the company has grown to over 1,200 employees, built strategic partnerships, and serves as a trusted advisor to more than 6,200 customers with a strong culture and collaborative environment.
Conduct suitability analyses to match customers across the US with suitable life insurance products.
Build rapport with clients and address objections while articulating value propositions in a consultative manner.
Achieve monthly production goals in a fast-paced environment with minimal supervision, ensuring compliance.
Corebridge Financial partners with financial professionals and institutions to help people take action in their financial lives, offering retirement solutions and insurance products. As one of the largest providers in the US, they foster an inclusive culture with a focus on collaboration, accountability, and innovation.
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.
Serve as the primary point of contact and trusted advisor for client operational representatives, building strong relationships.
Coordinate cross-functional teams to manage client initiatives and ensure alignment with business objectives.
Monitor program performance, analyze data, and provide recommendations to improve outcomes.
They provide healthcare operational solutions and client management services. The company fosters a collaborative, client-focused environment with cross-functional teams.
Own the process to retain and upsell Garner's small group employer clients (25-250 lives).
Collaborate with the Client Success Manager to ensure excellent client experience and results.
Serve as the client's trusted strategic partner on plan design, cost trends, and performance.
Garner is transforming the healthcare economy by partnering with employers to redesign benefits using data-driven insights, guiding employees to higher-quality, lower-cost care. It is one of the fastest-growing healthcare technology companies in the US, building a mission-driven team.
Serve as the primary point of contact for clients after onboarding, developing strong relationships with key stakeholders.
Identify opportunities for upselling, cross-selling, and new business development using data-driven analysis.
Maintain in-depth knowledge of all carrier markets, products, commission structures, and appointment processes to drive agency production.
First Connect Insurance Services is a digital platform that provides independent insurance agents access to top US carriers and the tools to grow their businesses. The company has thousands of active agents with hundreds joining monthly, and it is committed to putting consumer-grade software at agents' fingertips.
Sell life and health insurance products to warm leads with no cold calling.
Utilize a proprietary CRM and automation system to manage client relationships.
Enjoy uncapped commission, residual income, and performance bonuses.
The Essex Agency is an insurance agency that provides life and health insurance solutions to families. They are a small, inclusive organization that values diversity and offers a supportive, entrepreneurial culture.
Manage all renewal activities from start to close, delivering complete and accurate renewal reviews.
Develop cooperative relationships with carriers and identify sales opportunities through account rounding and additional coverage.
Assume ownership of customer concerns and feedback, ensuring follow-through to completion.
EPIC Insurance Brokers & Consultants is a rapidly growing insurance brokerage firm providing risk management and employee benefits solutions. With over 4,000 employees nationwide, the company fosters a culture of ownership, trust, and growth, valuing collaboration and inclusivity.
Organize and maintain the Investor Relations CRM, ensuring accurate and up-to-date investor records.
Draft professional emails, schedule meetings, and track outstanding requests and deadlines.
Support ad-hoc tasks from leadership, proactively identify issues, and communicate progress clearly.
Legalist is an investment firm that uses data and technology to finance litigation. Although company size is not specified, the tone suggests a small, fast-paced startup culture where employees work independently and take initiative.