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.
Establishes action plan based on case facts, best practices, protocols, regulatory issues and available resources.
Plans and conduct investigations of claims to confirm coverage and eligibility to medically manage the claims through resolution.
Liberty Mutual strives in a hybrid setting that fosters in-person collaboration and growth. They have comprehensive benefits, workplace flexibility, and professional development opportunities, along with employee resource groups.
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.
Trellis is rewriting the insurance experience from the inside out. They are the tech company behind Savvy, their licensed insurance agency bringing clarity and ease to insurance shopping. Trellis is a profitable, fast-growing Series A startup backed by General Catalyst, QED, NYCA, and Amex Ventures.
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.
Answer coverage inquiries, process policy changes, and ensure personalized, professional service.
Handle concerns with care and professionalism, assessing issues and delivering resolutions.
Build trust by providing valuable insights, helping members make informed decisions and identifying opportunities for growth.
OTIP Group of Companies believes that employees feel valued for the work they do, supported as the people they are, and included in the very fabric of the organization to bring their best to work every day. They're growing into a future that reimagines what it means to deliver meaningful benefits support and service.
Assist members with online registration and navigation for our web portal and mobile app.
Educate members about OTIP’s products and services to ensure members’ needs are being fully met by OTIP.
Provide timely and accurate information in response to incoming telephone inquiries using an automated telephone system, computer applications, training material and other applicable resources.
OTIP Group of Companies (OGC) believes that something special happens when employees feel valued for the work they do, supported as the people they are, and included in the very fabric of the organization. They deliver meaningful benefits support and service.
Establishes a connection with customers to gather and capture information, to file a first notice of loss claim
Provides an overview of the basic claims process and information of a general nature to customers.
Receives, screens, and routes incoming telephone calls and other electronic correspondence.
Integon is a division in Mexico of one of the largest insurance companies in the United States of America. They provide support to its insurance company affiliates, offering property and casualty insurance products and have been certified as a Great Place To Work since 2019.
Become an expert with Thimble’s products and services.
Be the front line between the broker and Thimble; provide brokers with timely and solution‐oriented responses.
Support the onboarding process for new brokers while delivering excellent customer service.
Thimble is an insurtech platform for small business customers and agents, offering quick insurance coverage. Acquired by Arch Insurance, Thimble has a innovative culture and technical expertise.