Answer member inquiries, perform outreach, and build rapport with client representatives to resolve insurance and benefits questions.
Research issues, coordinate with providers and carriers, and log resolutions to ensure timely follow-up and quality outcomes.
Collaborate with service team members, run reports, and lead onboarding calls to support client members and improve service.
IMA Financial Group is an independent insurance brokerage providing insurance solutions, employee benefits, retirement plans, and wealth management. It is a national, employee-owned company with a collaborative culture and recognition as a best place to work.
Convert high-intent inbound calls, referral callbacks, and web leads into scheduled first visits with warmth and urgency.
Support established patients by resolving simple requests and routing them to the right team quickly and accurately.
Grow through coaching, call audits, and performance feedback while documenting every interaction with clear next steps.
Geode Health is a rapidly growing national provider of outpatient mental health services focused on making care accessible, affordable, and effective. The company is backed by KKR and emphasizes a supportive clinical community, professional development, and a mission-driven culture.
Address client employee insurance concerns, answer benefit-related questions, and assist with claims resolution.
Maintain detailed records in Salesforce and generate client analysis reports as needed.
Monitor resolution timelines to ensure benefit issues and claims are closed within the designated timeframe.
Foundation Risk Partners is an insurance brokerage and consulting firm, one of the fastest growing in the US, hiring for its Corporate Synergies team. The company offers a comprehensive benefits package and values exceptional customer service and collaboration.
Answer inbound customer questions by phone and email about policies, endorsements, renewals, and general servicing.
Pull and send documents like certificates of insurance, declaration pages, and proof of coverage.
Partner with licensed agents on complex issues and keep records accurate across CRM and carrier platforms.
NerdWallet provides clarity for financial decisions, including an insurance arm for quoting and comparing home, auto, umbrella, and flood coverage. The company fosters an inclusive, flexible culture that supports employee growth and well-being.
Deliver exceptional service to policyholders via phone, email, and SMS.
Retain and grow customers by managing renewals and presenting competitive solutions.
Drive revenue through consultative selling and quoting additional coverage.
Trellis builds technology for Savvy, a licensed insurance agency, making insurance shopping effortless and customer-first. We're a profitable, fast-growing Series A startup, remote-first, with a culture of experimentation and ownership.
Lead and develop a team of 12–14 licensed Customer Service Agents to achieve performance goals.
Drive customer service performance by monitoring metrics, identifying trends, and implementing improvement plans.
Resolve complex customer escalations while modeling exceptional service and professionalism.
Kin makes homeowners insurance simpler and more affordable using data and technology. Founded in 2016, it is a remote-first employer with over 35 states and has earned recognition as a Great Places to Work Certified company.