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 As a member of the Revenue Cycle Management Team, the Insurance Verification Specialist is responsible for all aspects of insurance verification. This position will complete pre-registration processes and communicate pertinent appointment information to Front Desk, Patient Intake Specialists, the Prior Authorization Department, or the Clinic, as needed. - Obtain information about patient insurance coverage, benefits and eligibility. - Maintain strict confidentiality in accordance with HIPAA regulations and Company/Clinic requirements. - Provide support to all departments and patients regarding insurance questions related to eligibility and benefits. - Answer incoming and transferred calls from patients regarding the pre-registration process. - Prepare patient appointments for a smooth and efficient check-in process on the day of the appointment. - Adhere to all safety policies and procedures in performing job duties and responsibilities while supporting a culture of high quality and great customer service. - Perform other duties that may be necessary or in the best interest of the organization. Qualifications - High School Diploma or GED. Requirements - At least one (1) year medical office experience required; Medical office/front desk experience preferred. - Comprehensive understanding of insurance verification. - Ability to enter data into various electronic systems while maintaining the integrity and accuracy of the data. - Ability to perform essential job functions with a high degree of independence, flexibility, and creative problem-solving techniques. - Ability to function effectively under stress of conflicting demands on time and attention, while successfully meeting deadlines. - Ability to maintain control of a call, de-escalating issues and instilling confidence that a resolution will be found. - Logical and critical thinking skills. - Excellent organization, time management, and prioritization skills. - Professional in appearance and actions. - Enjoys learning new technologies and systems. - Detail-oriented, professional attitude, reliable. - Exhibits a positive attitude and is flexible in accepting work assignments and priorities. - Meets attendance and tardiness expectations. - Management and organizational skills to support the leadership of this function. - Interpersonal skills to support customer service, functional, and teammate support needs. - Able to communicate effectively in English, both verbally and in writing with sufficient grammar and spelling skills to avoid mistakes or misinterpretations. - Basic to intermediate computer operation. - Proficiency with Microsoft Excel, Word, and Outlook. - Knowledge of state and federal regulations for this position; general understanding of HIPAA guidelines. Company Description

• Team Leadership & Development • Manage and develop Insurance and Compliance Specialists, setting clear performance expectations, conducting regular 1:1s, and delivering meaningful coaching and feedback. • Build a culture of accountability, empathy, and continuous improvement within the team. • Design and maintain onboarding and training programs that ensure consistent product knowledge, coverage expertise, and service quality. • Identify growth opportunities for direct reports and create development plans that stretch and retain top talent. • Insurance Operations Management • Own day-to-day operations of the Second Nature Insurance program, ensuring SLAs are met across all claim and inquiry workflows. • Oversee claims process, documentation, escalation, and resolution processes. • Serve as the primary escalation point for complex, sensitive, or high-value issues. • Monitor and report on key operational metrics including claim cycle times, resolution rates, CSAT, and SLA adherence. • Vendor & Cross-Functional Collaboration • Manage relationships with third-party insurance partners, ensuring contractual obligations and service standards are consistently upheld. • Collaborate with Product, Operations, Legal, and Vendor Management teams on program enhancements, compliance requirements, and new initiatives. • Partner with leadership team to align insurance strategy with company-wide CX goals. • Process Improvement & Compliance • Identify systemic trends in claims data and customer feedback to proactively surface opportunities for product or process improvement. • Design, document, and continuously refine SOPs for claims handling and customer communications alongside the QA and Training team. • Champion tooling, automation, and data to increase team efficiency without sacrificing service quality. • Ensure all customer interactions and claim details are accurately documented to support audit and compliance readiness. • Customer & Stakeholder Experience • Ensure residents and property management companies receive consistent, empathetic, and transparent communication throughout the claims process. • Serve as the internal subject matter expert on coverage details, eligibility requirements, and claims processes for all stakeholders. • Represent the Insurance Program in leadership discussions with data-driven insights and recommendations.

• Contact insurance companies for status of claim and appeal submissions, moving accounts through the insurance carriers’ claim processing system • Check client systems and payer portals for status when feasible • Assist with special client projects