Insurance

• Lead end-to-end due diligence and approval processes for annuity and insurance products, including variable, fixed, indexed annuities, and life insurance solutions.
• Conduct rigorous quantitative and qualitative assessments of product design, guarantees, crediting methodologies, fees, insurer financial strength, liquidity, and associated risks.
• Evaluate products based on client outcomes, suitability, and risk-return characteristics across a variety of use cases (e.g., income generation, accumulation, protection).
• Prepare clear, well-supported recommendations for Product Review / Governance Committees.
• Maintain consistent diligence methodologies, scorecards, and documentation aligned with regulatory expectations and internal standards.
• Establish and manage ongoing monitoring frameworks for annuity and insurance products across the product lifecycle.
• Engage with insurance carriers for product evaluation and due diligence purposes.
• Serve as a subject matter expert on annuity and insurance products for audits, exams, and internal reviews.
• Enhance diligence processes through improved tools, data utilization, and workflow efficiencies.

Director, Annuity & Insurance Product Due Diligence

• Authorization Coordination: Ability to request and obtain preauthorization for assigned specialties and ability to cover for other workflows including workqueue items. This will involve submitting required documentation, following up on requests to ensuring timely approvals.
• Ensure request for authorizations and notifications are worked timely and handled in accordance with departmental policy and payer requirements. Following all documentation requirements.
• Insurance Verification: Verify patients’ insurance coverage, eligibility, demographics, benefits and financial responsibility to determine if prior authorization is required for specific medical procedures or treatments; additionally any predetermination requirements to ensure proper payment for service to support collection accuracy & efforts.
• Policy Knowledge: Stay up to date with insurance policies, guidelines, and procedures related to authorization and reimbursement processes. This includes understanding specific requirements for different insurance companies and their medical coverage policies.
• Properly process appointment or appt add-ons, changes to previously scheduled services, date changes, and or impactful service changes in need of immediate review.
• Follow administrative review process if a service does not have an insurance authorization outside of the department’s standard timeframe.
• Communication: Communicate with patients, their families, and healthcare professionals to provide updates on the status of authorization requests, address questions or concerns, and ensure a smooth process for all parties involved.
• Promptly review clinical documentation for necessary information to submit to the payer along with authorization request.
• Documentation and Record-Keeping: Maintain accurate and detailed records of authorization requests, approvals, denials, and any related correspondence. This includes documenting patient information, insurance details, and the authorization process itself.
• Collaboration: Collaborates with healthcare providers, physicians, and clinical staff, additionally the Central Business Office, Financial Services, Transport, Patient Cost Estimation, Managed Care, Utilization Review, dedicated Authorization Departments, and other departments that have impact on obtaining authorizations and/or reimbursement.
• Problem-solving: Identify and address any barriers or challenges that may arise during the authorization process. This could involve working with insurance companies to resolve denials, appealing decisions, or finding alternative solutions for patients’ medical needs.
• The Specialist will attend and participate in daily departmental huddles to report on payer issues, barriers affecting workflows, and specific issues that could result in a non-reimbursable or canceled service.
• The Specialist must be organized, work effectively in a virtual team environment, can problem solve, and seek assistance when needed.
• Build and maintain professional, cooperative relationships with contacts from specialty departments. Consistently demonstrates excellent, empathetic, and knowledgeable customer service skills to internal and external customers.
• Compliance: Adhere to relevant laws, regulations, and privacy guidelines when handling patient information and insurance-related documentation. Ensure all authorization processes are conducted ethically and in accordance with organizational policies.

Insurance Authorization Coordinator – I

• Support reinsurance processes for annuity and life insurance products, including processing death claims, administering reinsurance, performing account reconciliations, providing audit support and coordination, and generating reports and analyses
• Supporting the execution of reinsurance agreements and interpreting treaty terms to operationalize them
• Managing reinsurance risk, audit support, financial analysis, and producing reinsurance-related reports
• Participating in the orchestration of activities to develop and complete business deliverables, including developing and documenting project business requirements and translating those requirements into functional system specifications
• Administers complex reinsurance processes, validates data and files, identifies discrepancies and related audit support
• Prepares complex reinsurance financial, management and regulatory reports, and reviews the work of less experienced team members
• Interprets and validates applicability of reinsurance treaties
• Exhibits an understanding of key regulations impacting the reinsurance process
• Leads special projects related to reinsurance administration systems, legal contracts/treaties, new product launches and other initiatives
• Collaborates and maintains strong relationships with business partners
• Develops and maintains processes, procedures and tools
• Participates in risk management testing, helps to identify business risk, and may offer solutions to mitigate risks
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Reinsurance Analyst, Mid-Level

• Respond to inbound calls from prospective customers for personal line auto, home, motorcycle, and other specialty insurance policies
• Educate customers on insurance policy details such as coverage and pricing
• Prepare and bind quotes through our carriers
• Effectively problem solve and objection handle to remove barriers from the customer purchasing the policy with Jerry
• Provide attentive, high energy conversation with customers that show we are actively engaged in finding a policy that best fits each individual's needs

Licensed Insurance Sales Agent

Insurance Sales Agent

• Serve as a primary point of contact for clients, managing inbound and outbound communications
• Efficiently resolve inquiries to ensure a seamless and positive customer experience
• Connect with customers via phone/email/chat/social media to address their questions and/or concerns
• Calmly attempt to resolve and de-escalate any issues
• Track all call related information for auditing and reporting purposes

Seasonal Licensed Insurance Representative

• Speak with clients over the phone or Zoom
• Help families choose life insurance coverage that fits their needs
• Work both warm inbound leads and Warm Lead leads - No Cold Calling
• Track activity and stay consistent with daily production
• Attend training and improve your sales skills

Life Insurance Sales Agent

Life Insurance Agent – Entry Level

• Support customers via phone and email with new policy quotes and billing inquiries.
• Process endorsements, cancellations, and coverage updates with precision.
• Navigate underwriting questions and help clients understand their protection.
• Ensure all transactions meet industry regulations and internal quality standards.

Property & Casualty Insurance Licensing Program

• Meet with client members to assess their insurance needs and recommend appropriate coverage.
• Provide exceptional customer service, addressing client inquiries and resolving issues promptly.
• Build and maintain a network of client members through referrals, networking events, and community engagement.
• Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills.
• Meet or exceed business development goals.

Insurance Agent, Trained

• Oversee the timely and accurate submission and tracking of all initial insurance authorization requests for home health and hospice patients.
• Work closely and effectively with the scheduling teams to coordinate start of care and ensure clinical services are only delivered after authorization is confirmed.
• Direct the process for obtaining authorization following the 485 (Plan of Care) submission and managing all add-on insurance authorizations when required for changes in the patient's plan of care (e.g., increased visits, new services).
• Establish and monitor the process for the team to re-verify eligibility on the 1st and 5th of each month for all active patients to proactively identify and resolve any changes in insurance status.
• Serve as the escalation point for complex authorization denials or issues, communicating directly with various insurance carriers.
• Ensure all authorization processes are compliant with payer contracts and regulatory standards.
• Generate reports on authorization status, denial rates, and turnaround times.

Insurance Authorization Coordinator

Life Insurance Agent

• Engage with inbound clients and financial advisors
• Conduct thorough needs analysis to identify coverage gaps and financial goals
• Recommend and sell life, long-term care, and disability insurance solutions
• Deliver a high-quality, consultative client experience via phone and virtual channels
• Partner with financial advisors and referral sources on client cases
• Explain product options, strategies, and planning concepts clearly
• Provide guidance on estate, business, and insurance planning fundamentals
• Maintain knowledge of term, whole life, UL, VUL, LTC, and DI products
• Educate clients and advisors on product features and benefits
• Assist with advanced concepts such as coverage design, 1035 exchanges, and needs analysis
• Contribute ideas to improve sales processes and marketing effectiveness
• Participate in ongoing training

Insurance Agent – Life, LTC & DI

• Processing residential purchase, refinance, and cash transactions
• Reviewing title commitments and title requirements
• Coordinating with Realtors, lenders, attorneys, buyers, and sellers
• Preparing files for closing
• Conducting in-person and remote closings
• Reviewing closing documents with customers
• Assisting with post-closing follow-up as needed
• Providing exceptional customer service throughout the transaction

Title Insurance Closing Agent

• Work complex to intermediate payer denials requiring entry level understanding of payer reimbursement methodologies and billing guidelines
• Identify and resolve denials through research, appeal, correcting and rebilling claims
• Verify and update insurance coverage using EHR tools, payer websites, or phone calls
• Process late charges using the late charge functionality
• Generate and release complex itemized statements and medical records.
• Identify payer plan issues and work with SBO leadership to address them
• Support Lean principles of continuous improvement with energy and enthusiasm
• Deliver customer service and/or patient care in a manner promoting goodwill, timeliness, efficiency, and accuracy

Temporary Insurance Follow-up Specialist

• Review insurance denials to determine and take the next appropriate action steps to receive payment from the payor.
• Appeal claims that have been denied for no auth, medical necessity, etc.
• Verify receipt of claims with insurance plans to ensure timeliness of claims reimbursement.
• Assume full responsibility for reducing the accounts receivable of insurance balances by working through outstanding accounts.
• Communicating with payors through phone calls, emails, and payor portals.
• Process and take action on any written correspondence from insurance payors.
• Identify and trend reasons for claim denials.
• Resolve claim discrepancies reported by patients and other clinical departments.

Insurance Follow-Up Representative

• Own and evolve Encova’s agency automation roadmap, aligning capabilities with distribution strategy, ease-of-doing-business expectations, and market competitiveness
• Translate industry trends (IVANS, AMS platforms, raters, connectivity models) and agency feedback into clear priorities and investment recommendations
• Serve as a subject matter expert on agency technology ecosystems; influence enterprise decisions related to automation capabilities, vendor partnerships, and integration priorities
• Lead end-to-end implementation and optimization of agency automation capabilities, partnering directly with agencies, AMS providers, and connectivity vendors
• Execute and oversee key capabilities, including: download setup, validation, and stabilization, comparative rater and bridging integrations, Agency management system connectivity
• Support book roll readiness, conversions, and expansion initiatives, ensuring automation capabilities and workflows enable scalable growth
• Design and continuously improve a scalable onboarding and enablement strategy that drives adoption of automation capabilities
• Develop and maintain high-impact agency-facing and internal resources (best practices, training, job aids, communication materials)
• Partner with agent-facing teams to embed automation into agency engagement and growth strategies
• Identify and reduce friction points across onboarding, integration, and ongoing agency workflows
• Establish and monitor automation KPIs and success metrics, linking adoption to business outcomes (submission flow, efficiency, agency engagement)
• Analyze automation utilization, agency performance, and workflow gaps to drive data-informed improvements and prioritization
• Conduct ongoing needs assessments to identify capability gaps, adoption barriers, and opportunities for optimization
• Build and manage relationships with key technology and connectivity partners, ensuring performance, accountability, and innovation
• Represent Encova in industry forums, user groups, and vendor engagements to stay ahead of trends and influence future capabilities
• Lead troubleshooting and root cause analysis for agency interface issues, ensuring timely resolution and long-term fixes
• Identify and prioritize enhancement opportunities that improve agency workflows and system performance

Agency Automation Specialist – P&C Insurance

• Assist the account team in completing day-to-day administrative tasks
• Ensure no liability associated with errors or omissions occurs
• Specific responsibilities include data entry, reviewing policy forms for accuracy, general office support
• Assist with endorsements, audits, cancellations, reinstatements, and policy releases
• Prepare check requests, invoices, finance agreements, and summaries
• Maintain accurate and up-to-date data in agency systems
• Ensure timely completion of tasks and activities
• Provide proactive and responsive service
• Ensure productivity and quality standards are met
• Participate in team building and promote a positive work environment
• Seek and adopt best practices
• Enhance technical skills and industry knowledge

Account Assistant – Commercial Insurance, Entry Level

• Own Dutch’s pet insurance vertical end-to-end, including strategy, launch, growth, operations, and financial performance
• Develop the business plan for Dutch Insurance, including revenue model, margin profile, customer acquisition strategy, retention strategy, and long-term growth roadmap
• Lead the work required to make Dutch Insurance available nationally, including the path to launching in all 50 states
• Partner with legal, compliance, insurance carriers, brokers, TPAs, and other external partners to ensure Dutch’s insurance offering is compliant, scalable, and operationally sound
• Evaluate and manage insurance partnership structures, including carrier relationships, agency/broker models, underwriting partners, claims partners, and potential MGA-style opportunities
• Define the customer experience across quote, purchase, onboarding, claims education, renewal, and ongoing member engagement
• Work closely with product, engineering, marketing, lifecycle, CX, clinical, legal, and finance to integrate insurance into the Dutch member experience
• Build and optimize the insurance funnel, including pricing presentation, plan positioning, conversion, attach rate, and cross-sell opportunities
• Own the insurance P&L, including revenue, CAC, contribution margin, retention, partner economics, and operating costs
• Develop dashboards, reporting, and operating cadences to track the health of the business
• Identify new growth opportunities across Dutch’s existing member base, new member acquisition funnel, employer/affiliate channels, and strategic partnerships
• Build the team, processes, and vendor infrastructure required to scale the vertical over time
• Serve as the internal expert and executive owner for the insurance business

Insurance jobs in Florida

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Director, Annuity & Insurance Product Due Diligence

Insurance Authorization Coordinator – I

Reinsurance Analyst, Mid-Level

Licensed Insurance Sales Agent

Insurance Sales Agent

Seasonal Licensed Insurance Representative

Life Insurance Sales Agent

Life Insurance Agent – Entry Level

Property & Casualty Insurance Licensing Program

Insurance Agent, Trained

Insurance Authorization Coordinator

Life Insurance Agent

Insurance Agent – Life, LTC & DI

Title Insurance Closing Agent

Temporary Insurance Follow-up Specialist

Insurance Follow-Up Representative

Insurance Follow-Up Representative

Agency Automation Specialist – P&C Insurance

Account Assistant – Commercial Insurance, Entry Level

General Manager, Insurance