Relation Insurance Services
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Fintech • Insurance • Software • Financial Services
Supports commercial insurance policy placement through application preparation, carrier communication, market submissions, document collection, quote compilation, proposal assistance, renewals administration, and accurate policy record maintenance. Ensures regulatory compliance, responds to inquiries, provides carrier information, and uses insurance management systems and AI-enabled tools. Requires strong organization, communication, customer service, and multitasking skills, along with an active Property and Casualty license.
Fintech • Insurance • Software • Financial Services
Administer stop-loss claims from submission through reimbursement and closure. Coordinate with carriers and internal teams, collect and validate documentation, interpret policy and contract language, verify claims and reimbursement calculations, reconcile recoveries, maintain accurate records, and ensure compliance with deadlines and policy requirements. Use proprietary AI tools to analyze coverage provisions and improve claim-processing efficiency and client service.
Fintech • Insurance • Software • Financial Services
Coordinates personal lines insurance account servicing, including policy documents, renewals, endorsements, audits, cancellations, claims follow-up, client inquiries, and carrier communications. Supports remarketing and retention efforts, prepares proposals, maintains accurate records, and resolves routine client issues. Requires strong knowledge of personal lines coverage, insurance markets, underwriting procedures, client communication, Microsoft Office, and agency systems. The role also requires a state Property and Casualty license, valid driver’s license, and travel to client sites.
Fintech • Insurance • Software • Financial Services
Coordinates commercial insurance account servicing, including policy documentation, renewals, endorsements, audits, cancellations, claims follow-up, client inquiries, and carrier communications. Supports remarketing and proposal preparation while maintaining accurate client files and ensuring timely issue resolution. Requires strong commercial-lines insurance knowledge, analytical and communication skills, proficiency with Microsoft Office and agency systems, and an active Property and Casualty license. Travel to client sites is required.
Fintech • Insurance • Software • Financial Services
Handles insurance claims-related responsibilities within the Center of Excellence. The posting provides limited information about specific duties, qualifications, technologies, travel, or clearance requirements.
Fintech • Insurance • Software • Financial Services
Manage client relationships for personal lines insurance: advise on coverage, bind policies, handle renewals, prepare proposals and policy documents, assist with claims, conduct audits, and adopt proprietary AI tools to improve client service and retention.
Fintech • Insurance • Software • Financial Services
Support FP&A for business units by building and maintaining financial models, budgeting, forecasting, month-end close support, variance analysis, and reporting. Provide recommendations, ad hoc analyses, audit support, and collaborate cross-functionally to improve processes, automation, and analytic accuracy to support business decision-making.
Fintech • Insurance • Software • Financial Services
Manage client relationships for personal lines insurance: advise on coverage and risk, bind coverage, prepare proposals and policies, handle renewals, assist with claims, perform audits, and adopt technology (including proprietary AI) to improve service and retention.
Fintech • Insurance • Software • Financial Services
Manage client relationships for personal lines insurance: advise on coverage and risk management, bind coverage, oversee renewals and remarketing, prepare proposals and policy documents, assist with claims, perform policy reviews and audits, adopt proprietary AI and technology, and drive client retention and process improvements.
Fintech • Insurance • Software • Financial Services
Manage client relationships for personal lines insurance: advise on coverage, bind policies, oversee renewals and remarketing, prepare proposals and documents, assist with claims, conduct audits, and adopt proprietary AI tools to improve service and retention.
Fintech • Insurance • Software • Financial Services
Manage commercial client relationships by advising on coverage, risk management and renewals; prepare proposals, bind coverage, produce policies and certificates, assist with claims, conduct audits and policy reviews, and use proprietary AI and other tools to improve client service and retention.
Fintech • Insurance • Software • Financial Services
Manage client relationships for personal lines insurance: advise on coverage and risk management, bind coverage, prepare proposals and policies, manage renewals and claims support, conduct audits and policy reviews, and adopt technology (including proprietary AI) to improve client service and retention.
Fintech • Insurance • Software • Financial Services
Manage client relationships for personal lines insurance: provide coverage and risk advice, bind coverage, prepare proposals and policy documents, manage renewals and audits, assist with claims, and adopt proprietary AI tools to improve client service and retention.
Fintech • Insurance • Software • Financial Services
Manage client relationships for personal lines insurance: advise on coverage and risk, bind coverage, oversee renewals and remarketing, prepare proposals and policy documents, assist claims, perform audits, adopt proprietary AI tools, and drive retention and process improvements.
Fintech • Insurance • Software • Financial Services
Manage client relationships for personal lines insurance, advise on coverage and risk, bind coverage, handle renewals and claims support, prepare proposals and policy documents, conduct audits and policy reviews, and adopt new technologies to improve service and retention.
Fintech • Insurance • Software • Financial Services
Drive sales of life and annuity insurance through wholesale channels by building broker/agency relationships, delivering product knowledge and training, managing underwriting and policy issuance, tracking sales performance, and providing post-sale support while ensuring regulatory compliance.
Fintech • Insurance • Software • Financial Services
Manage client relationships for small commercial insurance accounts, advise on coverage and risk management, bind coverage as field underwriter, oversee renewals, prepare proposals and policy documents, assist with claims, conduct audits and policy reviews, and adopt technology including proprietary AI to improve service and retention.
Fintech • Insurance • Software • Financial Services
Manages commercial insurance client servicing, including policy documentation, renewals, endorsements, audits, cancellations, claims follow-up, and coverage-related requests. Serves as a primary client contact, resolves routine issues, supports renewal remarketing and proposal preparation, coordinates with carriers, maintains accurate files, and contributes to client retention. Requires strong knowledge of commercial insurance products, excellent communication and analytical skills, proficiency with office and agency systems, a state Property and Casualty license, and travel to client sites.
Fintech • Insurance • Software • Financial Services
Audits claims processing activity for accuracy, contractual and regulatory compliance, and adherence to internal standards. Reviews claims files and workflows, documents findings, prepares audit reports, tracks trends, communicates results, and supports corrective actions and process improvements. The role also contributes to policy refinement, compliance initiatives, cross-functional collaboration, and audit-related meetings while maintaining confidentiality and managing multiple priorities.
Fintech • Insurance • Software • Financial Services
Manage client relationships for personal lines insurance: advise on coverage and risk management, act as field underwriter, prepare proposals and bind policies, handle renewals, audits, and claims coordination, and adopt technology to improve service.



