Insurance

• Insurance Agents operate as independent contractors, representing American Family and its products exclusively
• You'll be responsible for your agency's overall management, sales, and growth
• You'll also hire your team and work with them to meet the strategic business goals you set

Insurance Agent

• Responsible for generating business through education, advisement, and enrollment in insurance plans.
• Discuss insurance plans in detail and make recommendations to complete enrollment.
• Use necessary tools such as softphones and quoting tools.

Insurance Sales Agent

• Manage your agency's overall management, sales, and growth
• Hire your team and work with them to meet the strategic business goals you set

• Consult on life insurance products to customers.
• Assist customers with life insurance applications and claims.
• Provide customers with information on life insurance plans and options.
• Maintain compliance with life insurance regulations.

Life Insurance Agent Team Member

• You'll guide, support, and inspire customers while offering solutions that truly make a difference.
• Provide a proactive customer service experience through multiple channels.
• Manage multiple conversations and maintain organized records.

Life Insurance Sales

• Performs audit, review, compilation, and other assurance services
• Gains experience, exposure, and knowledge of procedures, workpapers and systems
• Supports multiple client engagements on time and within budget, identifying issues and communicating progress
• Expands industry knowledge, through greater exposure to peers, clients, and formal training opportunities
• Completes research and special projects as needed
• Communicates effectively with clients and CLA family members on a regular basis
• Potential opportunity to prepare tax returns

Assurance Intern

• Assists with the detail work of audits, reviews and other assurance services for local government and not-for-profit clients
• Prepares financial statements, related disclosures and other required reports
• Prepares Form 990 returns for not-for-profit clients
• Gains experience, exposure, and knowledge of procedures, workpapers and systems
• Supports multiple client engagements on time and within budget, identifying issues and communicating progress
• Completes research and special projects as needed
• Communicates effectively with clients and CLA family members on a regular basis.

Assurance Associate

• Utilize online systems, phone communication, and other resources to determine eligibility and benefits prior to scheduled appointments in accordance with Vail Health timelines
• Accurately identify and assign payer plan codes in the organization’s electronic health record system
• Verify medical necessity in accordance with Centers for Medicare & Medicaid Services (CMS) standards and communicate coverage and eligibility details to patients
• Communicate with patients, physicians, clinicians, front-end staff, and translators to gather any additional required information
• Identify and obtain missing patient demographic, insurance, or pre-authorization details
• Coordinate benefits by determining primary and secondary liability when applicable
• Obtain pre-certifications and pre-authorizations from third-party payers per payer requirements
• Escalate complex cases and notify patients or physician offices of any issues impacting verification or eligibility
• Communicate patient financial responsibility directly or partner with appropriate staff to review payment and financial assistance options
• Demonstrate and uphold the principles of a Just Culture
• Perform other duties as assigned; must remain HIPAA compliant

Insurance Verification Representative

• Primary day-to-day contact for all service needs for both external and internal customers
• Accountable for facilitating team service deliverables and managing accurate, efficient, and effective responses
• Requires subject matter expertise in client services and coordination, accurate insurance processing and customer experience delivery
• Strategizing placement approaches for complex accounts
• Evaluation of large deductible programs, captives, and layered insurance towers to deliver optimal risk transfer solutions
• Requires independent decision-making, strong analytical and negotiation skills, and close collaboration with Client Advisors, Account Service Teams, and carrier partners

Licensed Insurance Professional

• Agency Owners operate as independent contractors, representing American Family and its products exclusively
• Responsible for your agency's overall management, sales, and growth
• Hire your team and work with them to meet the strategic business goals you set

Insurance Agency Owner

• You will be on the phone talking calls on average between 50-60 calls a day.
• Provides customer policy activities for new business, renewal policies, billing and policy changes for insurance or brokerage products.
• Researches complex inquiries from customers or agents.
• Mentors others and resolves complex issues.
• Assists with special projects, system testing, and on-the-job training as needed.

Life Insurance Customer Representative

• Manage policy placements, renewals, endorsements, and claims across property, casualty, garage liability, and general liability programs
• Maintain organized documentation to support audits, compliance filings, and internal financial controls
• Serve as liaison between Ignition, brokers, underwriters, and carriers to ensure alignment between policies and operational needs
• Administer reinsurance agreements and support premium allocation, recoverables, and cash flow tracking
• Reconcile internal records with carrier statements, ensuring accuracy in reinsurance premiums, ceding commissions, loss reserves, and payouts
• Collaborate with accounting on journal entries, month-end close activities, and audit prep involving reinsurance structures
• Monitor and analyze claims data, exposures, loss runs, and reserve movements
• Build reports and dashboards in Excel, Power BI, or SQL to inform financial risk management decisions
• Track and reconcile claims recovery processes, coordinating across brokers, carriers, and legal as needed
• Partner with finance, legal, operations, and external brokers to support compliance, process improvements, and automation initiatives
• Participate in insurance audits, support regulatory filings, and contribute to SOPs for insurance program management.

Insurance/Reinsurance Analyst

• Assist the advisor throughout the underwriting and requirement gathering process
• Ensure that all cases move efficiently through the process
• Communicate with the advisor, carrier, and others to complete the needed requirements
• Provide best-in-class service by reviewing cases frequently and advocating for the advisor and insured

See all jobs on JobTailor

Insurance Agent

Insurance Sales Agent

Insurance Agent

Life Insurance Agent Team Member

Life Insurance Sales

Assurance Intern

Assurance Associate

Insurance Verification Representative

Licensed Insurance Professional

Insurance Agency Owner

Life Insurance Customer Representative

Insurance/Reinsurance Analyst

Life Insurance New Business Case Manager