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.
Talk to business owners all day, gathering information on their operations.
Capture information with precision, maintaining accuracy while keeping the conversation flowing.
Be the face of Harper, projecting competence and helpfulness in every customer interaction.
Harper is building an AI-native professional services company, creating the best AI commercial insurance distribution engine for scale. They are focused on AI-led solutions, capturing decision traces to enable AI to make judgment calls, and aiming for significant market expansion.
They empower people to realize their full potential beyond the limitations of a traditional 9-5 job. They are seeking driven individuals who are passionate about helping others and aspiring to reach top-level leadership positions.
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.
Assist potential customers with navigating the online insurance shopping experience.
Answer and resolve basic administrative and billing questions for existing customers.
Propose process and product solutions to improve the customer experience.
SimplyInsured's mission is to eliminate fear in health insurance by helping small business owners purchase the right insurance for their employees. With over 20,000 customers and partnerships with NetSuite, Toast, and Square, they are disrupting the industry by making it more transparent and accessible.
Assist clients in researching, planning, and booking cruises, hotels, and vacation packages.
Provide personalized recommendations based on clients’ preferences and budgets.
Work closely with top travel suppliers to secure exclusive deals and promotions.
Destination Knot is a premier travel agency partnered with an award-winning host agency with over 70 years of experience. They specialize in crafting unforgettable getaways, offering cruises, hotels, vacation homes, all-inclusive resorts, and more to their valued clients.
Connect with customers via phone/email/chat/and or social media to resolve their questions or concerns
Calmly attempt to resolve and de-escalate any issues
Escalate interactions when necessary and appropriate
TP is a global, digital business services company. They deliver the most advanced, digitally powered business services to help the world’s best brands streamline their business in meaningful and sustainable ways. TP has more than 500,000 inspired and passionate people speaking more than 300 languages and a global scale and local presence.
Assist clients in organizing their stay by offering high-quality services and experiences.
Manage relationships with existing partners across multiple destinations and expand the partner network.
Edit and update all suppliers and rates in the system and generate quotes and invoices.
Le Collectionist, founded in 2014, is the European leader in tailor-made luxury travel, bringing together spectacular homes with exceptional services and experiences. Their portfolio spans over 50 iconic destinations and they pair homes with expertly selected services to create the perfect setting.
Make high-volume outbound calls to engage members, selling the benefits of a free in-home or virtual health evaluation, and schedule appointments with licensed providers.
Use scripts and an auto-dialer to communicate clearly, answer questions, and professionally overcome objections while using rebuttals.
Meet daily performance metrics including appointments, calls, handle time, and productivity.
Senture's mission-driven team focuses on improving access to care for members. This is a fast-paced call center environment where productivity and quality standards are key, with competitive benefits, PTO, growth, and development opportunities.
Host monthly coaching calls and office hours, providing customers with valuable insights, resources, and tips to improve their success.
Conduct 1:1 support calls with customers as needed to enhance retention, improve product adoption, and reduce churn rates.
Collaborate with marketing, product marketing, and partnerships teams, offering support and insights to help execute cross-departmental initiatives.
Practice Better is an all-in-one platform helping health and wellness practitioners run their businesses, care for their clients, and scale their impact. Founded by practitioners in 2016, they’re now the leading EHR and practice management platform in the wellness industry, trusted by tens of thousands of practitioners across 70+ countries. The company is a remote-first team headquartered in Toronto.