Custom CRM or HubSpot CRM Specialist for Insurance Brokerage

Serves as domain expert in multiple L2/L3 processes across PL, CL and EB for key responsibilities including quote review and policy servicing. · Handle transactions such as submissions and quoting · Maintain policy data and records · ...

Key Responsibilities: · Handle PL, CL, or EB transactions across the lifecycle including submissions, quotes, carrier coordination, and document verification. · Update and maintain records in CRM / FSC systems accurately. · Perform servicing tasks such as endorsements, certificat ...

Key Responsibilities: · Handle PL, CL, or EB transactions across the lifecycle including submissions, quotes, carrier coordination, and document verification. · Update and maintain records in CRM / FSC systems accurately. · Perform servicing tasks such as endorsements, certificat ...

We are looking to hire a reliable operations assistant with direct experience working inside an American insurance brokerage or agency especially in commercial lines property and casualty.This role is for someone who understands the day to day manual workflows that keep a brokera ...

We are seeking a dedicated Relationship Manager to join our dynamic team at our insurance brokerage firm located in Gurugram. · This role is perfect for someone with a strong background in the insurance domain, particularly with motor products, · and possesses excellent communica ...

We are an insurance brokerage seeking an experienced brand/logo designer to create modern logo concepts. · ...

We are seeking a virtual assistant to support our insurance brokerage on an as-needed basis. · Administrative Support · ...

We are seeking an experienced Chartered Professional Accountant to join our insurance brokerage team. The ideal candidate will have a strong background in trust accounts, direct bill, and agency bill reconciliation. This role requires a high level of expertise and attention to de ...

Relationship Manager for Insurance Brokerage Position · We are seeking a dedicated Relationship Manager to join our dynamic team at our insurance brokerage firm located in Gurugram. This role is perfect for someone with a strong background in the insurance domain, particularly wi ...

We are seeking a dedicated · Relationship Manager to join our dynamic team at our insurance brokerage firm located in Gurugram.This role is perfect for someone with a strong background in the insurance domain, particularly with motor products, and possesses excellent communicati ...

+Hiring for Senior Process Executive-data and Subject Matter Expert for Pune (Hinjewadi) · +6 months3 years in Personal Lines / Commercial Lines / Employee Benefits broking or insurance back-office. · Understanding of broker workflows (quote, bind, endorsements, renewals, certifi ...

This is hiring for Graduate Freshers for International Insurance process. · Candidate should have good communication. · Flexible for working in night shift for Insurance back office process. · Good written and computer knowledge. · ...

We are seeking an insurance brokerage expert to assist in advising us on our insurance brokerage business and helping us find international insurance company products that we can sell to our insurance brokerage clients in a high growth Asian country. · ...

SME Roles · Key Responsibilities · Serve as a domain expert in multiple L2/L3 processes across PL, CL, and EB (e.g., Quote Review, Program Brokering, Policy Servicing, Premium Financing, Client Setup). · Review complex submissions, quotes, binders, endorsements, billing issues, a ...

We are seeking an expert consultant to assist in starting an international insurance brokerage business by partnering with international insurance companies and bringing insurance solutions to Asia. ...

We are rebuilding our national insurance brokerage website with a clear priority structure: Disability Insurance for Physicians (Nationwide), Life Insurance for Physicians, · & Group Health Insurance for Small Businesses. · Full WordPress Rebuild · ...

We are a fast-growing life insurance brokerage looking for a Bilingual English/Spanish Contracting Support Specialist to assist newly recruited agents through live Zoom sessions. · Guide agents step-by-step through the full contracting process. · Explain which documents are requi ...

We are launching a tech-forward independent insurance brokerage looking for an expert in GoHighLevel to build our full sales service renewal operating system inside GHL phone automations intake forms. · Crm pipelines with separate pipelines for new business sales service tickets ...

This role involves direct interaction with customers and assisting them with suitable insurance solutions. · The Field Executive will support on-ground sales and customer acquisition activities for Jaika Insurance Brokerage Pvt. Ltd. · Good communication and convincing skills · ...

To ensure timely recovery of brokerage from insurers maintain accurate reconciliation of accounts and support smooth financial operations through proactive follow-ups and record management. · Follow up regularly with insurance companies for pending brokerage payments and statemen ...