Insurance

• Handle inbound and outbound calls to prospective clients, creating a friendly and inviting atmosphere to discuss Aetna’s Medicare plans.
• Clearly explain Medicare options, benefits, and enrollment processes, ensuring clients feel informed and confident in their choices.
• Take the time to understand each client’s unique needs and adapt your approach to provide tailored solutions.
• Foster trust and rapport with clients through your outgoing personality and cooperative attitude.
• Keep track of leads and follow up promptly, ensuring no opportunity is missed while maintaining accurate records of interactions.

Licensed Insurance Sales Agent – BPO

• 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

• Identify client needs and recommend tailored insurance solutions
• Develop and maintain strong client relationships
• Generate leads through networking, referrals, and company-provided resources
• Educate clients on available policies and coverage options
• Follow up with prospects to close sales and maintain customer satisfaction
• Stay informed about industry trends and product offerings
• Work independently while collaborating with a supportive team

Advanced Market Insurance Agent – High Level Strategy

• Build and maintain professional relationships with the Regional Leadership team (Regional Vice President, Regional Claims Manager, Regional Operations Manager and Regional Marketing Manager) and other departments (Compliance, Underwriting, Accounting, Agents, etc.) to ensure open and effective communication between departments in order to process claims efficiently and correctly.
• To stay abreast of and understand growth and growth potential.
• Compile and provide information to the Regional Claim Manager to ensure their awareness of claims related developments which will be used by Management in various scenarios (e.g. budgetary decisions, staffing decisions, claims processing, etc.).
• Ensure efficient use of resources in the management of budget, e.g. track and analyzing number of claims worked by adjusters to ensure appropriate staffing levels.
• Track claim productivity data, including days from Assigned to Adjuster to First Contact with Insured, from Signed status to In Office status and Adjuster Notes usage, for use in performance management and various business decisions.
• Identify training gaps/needs for area claims staff and forward to RCM and Claims Training to ensure the established service levels are met or exceeded.
• Work with staff to ensure claims are being closed and paid within the established service level goal; ensuring issues are taken care of before exceeding service level goal.
• Provide guidance and serve as an informational resource for adjusters (e.g. routinely audit adjuster’s work to ensure consistency and accuracy, follow regulatory and company rules, policies and procedures).
• Oversee staffing and job development activities (hiring, training, employee performance management, task delegation, coaching, promotions, corrective actions, terminations, etc.); develop, communicate, and manage individual staff performance expectations that align with company goals.
• Exhibit qualities consistent with company philosophies, to ensure exemplary levels of service to all parties.
• Other duties as assigned.

Crop Insurance Area Claims Supervisor

• Answering inbound phone helping individuals in understanding their coverages and selecting the right products, services
• Making outbound calls to follow up with customers
• Demonstrating compassion when assisting individuals
• Building customer relationships, earning their loyalty and trust
• Assist with workflow of applications for Medicare consideration answering questions as it relates to policies

Seasonal Licensed Health Insurance 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

Licensed Life Insurance Agents

• 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

Licensed 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

• 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

• Performs registration and all insurance benefit and verification duties.
• Serves as a resource for identifying underinsured and uninsured patients.
• Gathers financial information, creates estimates, and informs patients of alternatives for financial obligation for services.
• Assists impecunious parties in obtaining free or financial assistance.
• Communicates new insurance benefits found to Utilization Management as well as other departments and physician offices throughout the network.

Preservice & Insurance Verification Specialist

• 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

• Manage the complete lifecycle of a reinsurance contract for your assigned accounts
• Draft the contract language to reflect the intent of the reinsurance negotiations
• Build relationships with reinsurance brokers and clients
• Provide reinsurance contract analysis either independently or in collaboration with the Global Contract Consultant team
• Support the development of our team for future success
• Lead and/or collaborate with colleagues to complete projects on behalf of the Contracts Team

Reinsurance Contract Drafter

• Design, implement, and sustain knowledge management strategies for Assurance professionals
• Collaborate with Assurance leadership and national office teams to ensure guidance and tools are current
• Oversee the lifecycle of assurance knowledge assets
• Partner with subject matter experts to convert tacit knowledge into reusable content
• Lead the development of junior team members or extended contributor networks

Assurance Knowledge Management Leader

• Participate in the establishment of the portfolio management, collateral management and policy infrastructure for the Captive Insurance Banking division.
• Participate in the oversight, underwriting, monitoring and compliance management for the Captive Insurance Banking division of Global Advisory, including captive and reinsurance companies.
• Underwrite and present credit limits to approval authorities.
• Own primary responsibility for monitoring commercial portfolio risks.
• This role will encompass both credit underwriting and portfolio management.
• Responsible for underwriting quality, portfolio administration, and ongoing credit monitoring of assigned portfolio.
• Actively monitors conditions in assigned markets and provides updates when appropriate to Division Management and approval/oversight authorities.
• Participation in strategic and innovative development in process workflows this new initiative and products.
• Maintain frequent contact with Trade Operations, AML/BSA, Credit and other key partners to stay current on internal requirements and trends.
• Will work directly with the Team Leaders, Relationship Managers, Regional Credit Officer, Credit Review, and Segment Risk across the commercial bank.
• Must be able to work on a multi-locale team.

Portfolio Management Team Lead – Captive Insurance Banking

• Manage deployment plan and plan resources (i.e. project management) – including when to engage with cross-program work streams to complete tasks
• Actively engage with the Integration and Operations Lead and provide status reporting as required
• Work with business to identify, connect with, and manage local end-user key stakeholders and address their needs, concerns and questions
• Manage steering committee meetings and conversion communications with key corporate and end-user stakeholders
• Own the end-to-end implementation lifecycle. This includes building detailed project schedules, tracking milestones, managing risks, and ensuring the project launches on time.
• Liaise with corporate governance entities for operational and procedural review and decisions
• Escalate risks and issues through defined governance processes and manage to resolution
• Integrate with other platform system teams to ensure that end-users in their deployment are ready for conversion
• Travel required

Director, M&A Integration – Insurance

• Oversee the development of new insurance products, including by drafting coverage language and providing creative coverage solutions to meet the unique needs of the niche industry that Medmarc serves.
• Provide day-to-day coverage analysis and consultation to support underwriting and account-management efforts.
• Develop and deliver educational content focused on Medmarc's policy forms and coverage terms.
• Coordinate with the Legal Department and functional area responsible for state filings to ensure regulatory compliance and good market conduct.

Insurance Product Development & Coverage Analysis Manager

• Lead the development of product and innovation strategies across the individual market and new solution spaces
• Translate enterprise and market priorities into relevant product strategies, value propositions, and expansion roadmaps
• Identify and scale new growth opportunities, including lifestyle-oriented products, population-specific solutions, and adjacent offerings
• Define market-specific right-to-win strategies, competitive positioning, and investment priorities
• Lead development of business cases, including return on investment, growth, and margin impact in partnership with actuarial and finance
• Promote optimization of product performance using member insights, behavioral data, and market intelligence
• Ensure new solutions integrate with existing product portfolio, benefit design standards, and member value propositions
• Improve modular product design to improve scalability, consistency, and speed to market across markets
• Manage product lifecycle performance, including launch readiness, post-launch optimization, and long-term sustainability
• Partner with product execution, compliance, and regulatory teams to ensure readiness and adherence to all requirements
• Build design and execution of the member incentives platform (rewards, engagement programs, and vendor partnerships)
• Define and innovate the program structure, eligibility, and value proposition in consideration of member engagement and retention goals
• Partner with other teams and external vendors to provide scalable, compliant incentive solutions
• Support ongoing refinement post-launch of incentive platform and partnership models, based on data-driven insights to promote membership engagement
• Be the senior connector across actuarial, network, market leadership, compliance, regulatory, finance, and growth teams
• Promote agreement, ensuring decision-making and execution
• Manage dependencies, timelines, and trade-offs alongside peers to ensure execution and delivery of results
• Influence strategic decisions across a matrixed organization without direct authority
• Lead complex programs spanning multiple markets, partners, and products
• Analyze results and provide recommendations to improve product performance or scaling of geographies, based on data-driven insights
• Provide leadership oversight for direct report(s), including coaching, conducting frequent meetings, direction.
• Compliance with all applicable laws and regulations
• Other duties as assigned

Associate Director, Insurance Product Innovation, Emerging Solutions

• Lead the execution of ACA individual and small group health plan products
• Manage end-to-end product portfolio performance, spanning benefit design, filings, and go-to-market readiness
• Oversee the development of positioning, go-to-market plans, and sales enablement tools
• Establish disciplined operating rhythms across product development and filing cycles
• Build scalable processes and workflows to support multi-state execution
• Partner with actuarial, network, market leadership, and compliance to achieve growth in a regulated environment

Senior Director, Insurance Product Development, Execution

• Lead the strategy for next-generation lifestyle-focused health solutions.
• Be a hands-on strategic product leader and people leader.
• Accountable for building a high-performing team while directly leading product strategy and delivery.
• Translate enterprise priorities into scalable, market-ready health solutions that increase growth, retention, and long-term portfolio difference.
• Report into the Vice President, Insurance Product Innovation and Development.
• Collaborate with cross-functional leadership teams to develop culturally aligned and linguistically tailored health solutions.

Insurance jobs in Pennsylvania

See all jobs on JobTailor