• Review submissions for insurance and request any additional information needed; determine which markets to refer submissions per current carrier appetites and guidelines. • Facilitate the underwriting process with sales and carrier/wholesaler including: Soliciting information from the sales team requested by the carrier/wholesaler to provide terms. • Communicate with the carrier regarding coverage questions. • Revise terms (i.e., lower premium/additional coverage options or limits) as requested. • Review bind requests to ensure all subjectivities have been met prior to sending information to the carrier/wholesaler to bind coverage on requested effective date. • Edit quotes sent by the carriers prior to sharing with the sales team to instruct sales team on what subjectivities are needed and the process to bind coverage with proper documentation, per state compliance regulations. • Issue policies on direct bill accounts and refer binders/policies to the sales team upon receipt. • Provide post-issue service to existing policies by requesting premium bearing endorsements and reviewing contracts for policy compliance. • Follow up with the sales team on outstanding information needed for requests and quotes; follow up with carriers/wholesalers on pending submissions. • Process money, ensuring that the correct amount is corrected from the customer and paid out to the carrier • Provide insight to the sales and retention teams of viable options for market placement and system usage. • Continuous knowledge development of products and the marketplace via attending carrier meetings and reading industry publications • Provide training and assistance with systems and coverages to the sales team

• Identify, build, and manage strategic partnerships with organizations that align with our client base. • Lead strategy, outreach, and relationship development of partnerships. • Develop annual and quarterly partnership plans in collaboration with internal teams. • Ensure consistent and professional partner experience through thoughtful onboarding and engagement. • Produce and maintain collateral and oversee travel intelligence pieces. • Monitor and report on partnership performance with actionable recommendations.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Enquanto Coach és responsável por acompanhar individualmente os alunos do Life MBA, ajudando-os a ultrapassar os seus desafios e a atingir os seus objetivos pessoais e profissionais. Na prática, vais acompanhar cerca de 60 alunos durante o programa, facilitando 6 sessões individuais por dia. Para além disto, esperamos também que contribuas com as tuas ideias e aprendizagens para continuamente inovarmos e melhorarmos a forma como acompanhamos os nossos alunos. Durante a tua jornada vais ter o acompanhamento de uma Team Leader e o apoio de uma Equipa, que em check-ins regulares te vão ajudar a ultrapassar os teus desafios e a melhorar os teus resultados. Responsibilities - Facilitar 6 sessões de coaching por dia, em videochamada - Preencher as suas métricas e gravar as suas videochamadas diariamente, para posterior análise e feedback de melhoria - Estar presente e ativo nos check-ins diários, semanais e 1x1 - Trabalhar com o seu Team Leader e restantes Seeker Coaches na melhoria contínua de jornadas, processos e scripts de coaching Qualifications - Experiência em sessões individuais de coaching - Forte capacidade de conexão emocional e escuta ativa - Habilidade para ajudar a definir objetivos e ultrapassar bloqueios - Boa comunicação e gestão de tempo - Autonomia, responsabilidade e abertura a feedback - Fluência em português - Bons conhecimentos de ferramentas digitais Requirements - Horário de trabalho das 9h às 18h - 100% trabalho remoto (com possibilidade de trabalhar de qualquer lugar) - Momentos de equipa Seekers para conexão e inspiração - Feedback contínuo e plano de evolução personalizado Application Se te identificas com este desafio e queres fazer parte da nossa equipa, candidata-te agora!

• Serve as the main point of contact for a portfolio of clients, ensuring a high level of satisfaction and responsiveness. • Understand client needs and translate them into actionable plans for the delivery and support teams. • Monitor active placements and project delivery, ensuring alignment with client expectations. • Identify opportunities to upsell or expand services within existing accounts. • Assist with onboarding new clients and building strong initial relationships. • Track and report on client metrics, satisfaction, and retention. • Contribute to improving account management systems and processes.