Insurance

• Answer incoming communications from customers
• Conduct research to provide answers for customers to resolve their issues
• Some upselling of products or services to existing customers may be required

Licensed Property & Casualty Insurance Agent

• 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

• Leads IT team in analysis, programming, and configuration of applications and systems software
• Oversees execution of development and implementation of IT applications
• Consults and advises on IT application strategies
• Manages multiple IT teams and develops performance of the IT management team

Managing Director – Senior Applications Development Leader, Retirement & Insurance Solutions Technology

• Responsible for verifying patient insurance coverage, to ensure necessary procedures are covered by an individuals provider.
• Notify patient and help arrange alternative payment methods when insurance coverage does not cover services.
• Responsible for entering data in an accurate manner in order to update patient benefit information correctly in EMR and verify that existing information is accurate.
• Perform routine administrative and clerical tasks.
• Verify insurance coverage in a timely matter.
• Request payments from patients and guarantors where appropriate.
• Perform related duties as assigned.
• Complete insurance verification for more complex visit types (e.g. major surgery).
• Act as a point of escalation and monitor supervisory or secondary work queues.
• Work with complex insurance companies for verifications.

Insurance Verification Specialist II

• 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

• Recruit, develop, and lead a high-performing team of Insurance Account Directors focused on large enterprise insurers across North America.
• Create a strong coaching culture with frequent deal reviews, account strategy sessions, ride-alongs, and structured 1:1s that elevate team performance.
• Define and refine the GTM strategy for insurance accounts, including account prioritization, executive engagement strategy, and territory planning.
• Drive disciplined pipeline generation, forecasting accuracy, and operational rigor across a complex enterprise sales motion.
• Guide teams through highly consultative, multi-stakeholder opportunities involving technology, security, compliance, legal, and procurement stakeholders.
• Help customers translate AI and API capabilities into measurable business outcomes across insurance use cases such as underwriting, claims operations, customer service, broker and agent enablement, risk assessment, workflow automation, and employee productivity.
• Lead teams selling into highly regulated environments with a deep understanding of insurance-specific compliance, governance, and data security considerations.
• Partner closely with Product, Solutions Architecture, Technical Success, Legal, Security, and Finance to help customers successfully deploy AI at enterprise scale.
• Provide structured feedback to Product and leadership teams on insurance customer requirements, competitive dynamics, industry trends, and feature gaps.
• Partner with Marketing on insurance-focused events, executive engagement strategies, and industry campaigns that generate qualified pipeline and deepen strategic relationships.
• Establish a culture of accountability, operational excellence, and customer obsession while maintaining a low-ego, highly collaborative team environment.

Enterprise Sales Manager, Insurance

• 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

• Assist with key aspects of the Starr Companies’ (re)insurance company regulatory and licensing compliance function
• Complete and track (re)insurance company license applications and registrations
• Handle license and registration renewals
• Liaise with state insurance departments on information requests
• Support the Reinsurance Counsel with affiliate reinsurance contracts

Insurance Licensing Specialist

• Responsible for working with site Supervisors to execute daily plans to drive improved sales performance
• Actively engaged with Agents/Representatives providing coaching guidance real time
• Facilitate coaching calibrations in one-on-one and group settings
• Collaborate with Supervisors to instill the Everise culture in a motivated team
• Partner closely with site Supervisors and Operations Manager to prioritize coaching efforts
• Support training initiatives and strategy

Licensed Specialist – Health Insurance

• Drive execution of Agent Experience as outlined in the AE SOP
• Support site/agent/team contests driven by vendor and CLIENT
• Manage signage and CLIENT brand material
• Create visuals to drive performance
• Respond to UES/NPS survey results
• Manage and leverage CLIENT swag
• Drive new hire engagement by posting variety of items of interest to training class

Consumer Engagement Specialist – Health Insurance

• Empower your team to exceed their goals related to patient retention, patient insurance education, and patient satisfaction with treatments in DaVita facilities
• Proactively seek to understand local market and healthcare industry dynamics that could impact your team
• Live and breathe key metrics to identify trends or areas of focus
• Forge a partnership with internal partners, including operational field leadership, and collaborate to drive continuous improvement
• Recruit, hire, and develop new Insurance Specialist teammates
• Manage department budget
• Lead and foster a fun and positive environment that engages, develops, and rewards performance
• Own operational and strategic initiatives on behalf of the entire team

Manager, Insurance Management

• Connect with people who asked for help protecting their families
• Build your own agency
• Create financial success and a life you love
• Grow without limits through mentorship and tools

• 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

Insurance Representative

• Develop litigation strategy for insurance coverage litigation business disputes and class-actions;
• Conduct complex and rigorous legal research and analysis, and draft memoranda;
• Analyze insurance policies and claims, draft analyses of coverage issues and provide coverage advice and recommendations for clients;
• Take and defend depositions;
• Draft motions, pleadings, memos, briefs, discovery requests, interrogatories, and other legal correspondence and litigation documents;
• Attend court hearings and mediations;
• Manage and supervise associates and paralegals.

Insurance Coverage Associate

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Associate Managing Consultant – Advisors & Consulting Services – Credit Risk Management Focus

• Responsible for inbound and outbound phone sales of life insurance products
• Timely follow up on all sales leads
• Accurately implement the entire sales process
• Meet monthly/quarterly sales goals
• Document all conversations with clients accurately

Licensed Life Insurance Agent

• 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

• Verifying patient insurance coverage
• Research accounts to determine correct insurance coverage
• Heavy interaction with insurance companies and patients
• Contact patient as appropriate to obtain proper insurance coverage
• Contact insurance company(s) as appropriate
• Verify insurance via system tools, payer portals
• Confirm effective and termination dates of patient insurance
• Update patient's insurance coverage and changes in billing system
• Resolve any issues with coverage and escalate complications to supervisor/manager
• Correct identification and selection of appropriate registered insurance
• Correct errors in various work queues to ensure correct claim filing or refiling of denied claims
• Notify servicing providers office personnel if registration is lacking critical information
• Perform other job duties as required.

Insurance jobs in New York

See all jobs on JobTailor

Licensed Property & Casualty Insurance Agent

Director, Annuity & Insurance Product Due Diligence

Managing Director – Senior Applications Development Leader, Retirement & Insurance Solutions Technology

Insurance Verification Specialist II

Licensed Insurance Sales Agent

Insurance Sales Agent

Enterprise Sales Manager, Insurance

Seasonal Licensed Insurance Representative

Insurance Licensing Specialist

Licensed Specialist – Health Insurance

Consumer Engagement Specialist – Health Insurance

Licensed Property & Casualty Insurance Agent

Manager, Insurance Management

Insurance Sales Agent

Insurance Representative

Insurance Coverage Associate

Associate Managing Consultant – Advisors & Consulting Services – Credit Risk Management Focus

Licensed Life Insurance Agent

Insurance Agent, Trained

Insurance Verification Specialist I