Start crushing insurance complexity. 

  
  


We truly love crushing insurance complexity. We look for passionate people who share our enthusiasm for simplifying insurance and benefits and developing strategies that crush complex problems.

 
 

Client Coordinator

Click to download the job description.

Client Coordinator 
 
 
 
 

In this position, you will support the critical functions of the personal insurance team.

HERE IS SOME OF WHAT YOU WILL DO:

  • Provide a remarkable client experience
  • Answer and complete client questions and service requests
  • Document all details in our client management system
  • Produce ID cards, mortgagee changes, and endorsements to policies
  • Create certificates of insurance
  • Speak with clients about additional ways we can help them
  • Process applications, new policies, and renewals
  • Get your property & casualty (P&C) license
 
View the full job description here.
 
To apply, send your resume to Aaron Bishop: 
 
 

Client Manager

Click to download the job description.

Client Manager 
 
 
 
 

In this position you will be a lead point of contact to our personal insurance clients.

HERE IS SOME OF WHAT YOU WILL DO:

  • Provide a remarkable client experience
  • Serve as a communication and interpersonal link between our clients, insurance companies, and Advisors
  • Answer and complete client questions and service requests
  • Develop and determine the best designed policy for each client
  • Discover and determine additional ways we can help clients with their particular needs
  • Process applications, new policies, and renewals
  • Underwrite and re-underwrite accounts
  • Get your property & casualty (P&C) license 
View the full job description here.
 
To apply, send your resume to Aaron Bishop: 
 
 
 
Let's Talk.
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