Role Description Are you a RIBO and/or AMF licensed Insurance Broker or Agent? Come build the future of insurance with us. What will you be responsible for? - Client Engagement: Assist clients with their home and auto insurance needs. Answer coverage questions and offer personalized advice. Set up new policies or complete policy modifications. - Client Follow-Up: Proactively reach out to clients to ensure we are continuously offering a policy that best suits their needs at a competitive price. - Communication: Communicate effectively via phone, email, and SMS with clients to build trust. Deliver outstanding customer service. - Performance Review: Monitor personal performance and meet daily/weekly/monthly targets. - Documentation: Maintain accurate records of client interactions and add follow-up activities in our CRM system. - Collaboration: Work closely with the customer service and sales team to achieve team objectives. Participate in developing strategies to boost sales, client retention and overall satisfaction. - Continuous Learning: Stay updated on product knowledge and industry trends. Participate in training sessions and professional development activities. - Career Growth: Move towards a senior position in our insurance team or a team lead role after your first 2 years with us. Qualifications - You have a valid RIBO and/or AMF certification. - You have at least 2 years of experience as an insurance broker or agent. - You have at least 5 years of relevant experience in customer service or sales. - You're proactive and have strong problem-solving skills. - You have strong oral and written communication skills in French and English. - You're a quick learner with an interest in technology. Requirements - This opportunity is for a full-time position in a high-growth company, with increasing responsibilities. Benefits - Competitive compensation with monthly bonus. - Up to 5 weeks of vacation per year. - 100% remote work or downtown Montreal office space. - Work internationally for up to 90 days per year. - Top-tier health benefits (health, dental, vision, etc.) & life insurance. - Unlimited sick and mental health days. - Paid parental leave (4 months top up). - Flexible start date (but the sooner the better!).

Role Description The Insurance Verification Representative is responsible for researching and updating the insurance information, commercial and government, within various databases with the current benefit status for each patient. Information can be obtained electronically or by direct communication with the insurance companies. - Responsible for verifying patient insurance coverage - Responsible for taking data provided and submitting claims to various private and government sponsored insurance companies - Follow up with pending claims and work denials for all payers - Query information on remote Medicare software - Learn new systems and process solutions as they present themselves to ensure proper assignment and workflow - Contacts insurance companies/payers or patients to gather information necessary to complete appeal processing - Remain compliant with our policies, process and legal guidelines - Will need to be open to ongoing feedback and coaching aimed at improving performance - Remain compliant with HIPPA and other State and Federal regulations - Entering and/or updating the benefit information in an accurate manner into the various databases - Adhere to the production standards set for the department and client - Accuracy and confidentiality in handling medical records in compliance with HIPPA, Federal, State and Company requirements - Other duties as assigned by manager Qualifications - A high school diploma or equivalent is required - 2 or more years of experience within the medical industry is preferred - 2 or more years of experience in medical billing required - Experience working with both government and commercial payers required - Knowledge of insurance terminology and processes - Intermediate to advanced proficiency in computer skills using Microsoft Word and Excel software - Knowledge and skill navigating insurance portals for online benefit review - Medical system platform experience with STAR, EPIC, etc. - Ability to multi-task in a fast-paced environment - Excellent verbal, written and communication skills - Strong analytical/problem solving skills - High attention to detail - Ability to read and understand a variety of information presented in different formats from a variety of sources - Must be able to type a minimum of 25 wpm Physical Requirements - Occasionally required to stand or walk and lift and/or move up to 25 pounds - May be required to use hands to finger, handle or feel objects, tools or controls - Reach with hands and arms; climb stairs; balance; stoop, kneel or crouch or crawl - See, talk and hear Work Environment - Works in a temperature-controlled office environment or a Work from Home office environment - Must be able to work on a computer for the scheduled shift - Answers and makes telephone calls using a standard or computer soft telephone - Types on a standard keyboard; reads and comprehends information from a computer terminal and/or written resources - Utilizes multiple screens and systems simultaneously - All incumbents/employees are provided a Webcam and are required to be on camera 100% of the time during the scheduled shift Compensation and Benefits Illinois, Maryland and New Jersey residents click below for compensation and benefits: State-Specific Benefits

• Professionally interact over the phone, via email and in-person with homeowners and insurance agents. • Schedule and conduct comprehensive on-site inspections of high value residential properties as per carrier specific guidelines and procedures. • Accurately document custom construction features, high-end finishes, and unique architectural elements. • Capture detailed measurements, photographs, and site observations. • Identify potential underwriting concerns, hazards, and loss exposures. • Develop accurate replacement cost estimates reflective of high-quality materials and craftsmanship. • Submit complete, timely web-based reports that meet carrier-specific guidelines. • Communicate the information gathered during the on-site inspection in Loss Control 360 accessed through the Signature website.

• Own and evolve the operating model for insurance product development and launches • Build scalable, repeatable processes that enable efficient execution across teams • Ensure disciplined execution against timelines, dependencies, and launch readiness • Serve as the primary point of coordination with underwriters on product scope, requirements, and timing • Establish and enforce clear documentation and operational standards • Design and implement a structured QA framework for insurance products • Identify gaps, reduce operational risk, and continuously improve systems and workflows