Insurance

• 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

• Conduct daily workload planning and delegate team assignments
• Monitor team performance and provide feedback to improve accuracy and productivity
• Perform root cause analysis on inventory quality issues and support corrective actions
• Complete daily reporting and communicate inventory‑related updates to leadership
• Monitor incoming emails and communications regarding inventory quality concerns and ensure follow‑up
• Work with the Area Manager and other Team Leads to maintain proper workflow
• Support training projects and help foster a positive, team‑oriented culture

Fulfillment Center Team Lead – Assurance Services

• 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

• 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

• 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

• 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

• 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

General Manager, Insurance

• Provide case design support through phone and Teams consultations, delivering creative, tailored solutions.
• Apply sound judgment, analytical thinking, and independence to evaluate each case and develop recommendations.
• Evaluate insurability by aligning proposed insureds with carriers and products.
• Document each interaction in the CRM system and complete timely follow-up activities for every case.
• Identify new opportunities and take appropriate action.
• Connect with top advisors to share relevant information and guidance.

Life Insurance Case Design Analyst

• Support effective and efficient implementation of the Performance Assurance programs as described in UCOR Contractor Assurance Program Description
• Drive mission-focused continuous improvement initiatives in selected program areas
• Process issues in the issues management system
• Analyze the issues management data
• Provide routine reporting and communication with other organizations
• Support or lead Apparent Cause or Root Cause Analyses
• Conduct training on the Performance Assurance procedures and processes
• Identify, analyze, and effectively communicate issues and opportunities for improvement
• Collaborate with other team members, and across all organization and management levels

Performance Assurance Specialist

• Manage and motivate claims staff, ensuring workflow, workload, and service levels are met efficiently
• Develop strategies to reduce loss costs and ensure efficient claim processing
• Set and measure performance indicators to ensure accountability and team success
• Monitor and ensure regulatory compliance and minimize complaints
• Oversee, evaluate, and authorize claims, keeping high priority cases closely monitored
• Coach adjusters to meet or exceed service objectives and regulatory standards
• Negotiate claims, achieve favorable outcomes, and minimize expenses
• Foster collaboration within the Claims Department, working closely with staff, supervisors, and managers
• Identify opportunities to improve processes and ensure operational excellence

Auto Insurance Claims Manager

• Implement strategic plans and advanced technology to maximize clients’ insurance recoveries for mass tort and complex claims such as toxic tort, asbestos, sexual assault, concussion, addiction, contamination, PFAS and other high-value claims.
• Provide insightful analysis and recommendations on insurance coverage for clients facing complex liabilities.
• Manage insurer communications, including notice and tender processes, coverage position letters, and information requests.
• Review policy documents to identify key provisions for policy management systems and coverage charts.
• Evaluate cost share agreements and buyout offers to ensure client interests are protected.
• Utilize both coverage expertise and business relationships to negotiate insurance coverage and loss allocation resolutions with adjusters on behalf of clients.
• Maintain client WC Qualified Self-Insured or monopolistic state status through assisting with filing requirements.

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