Role Description The Insurance Sales Agent is a high-performing, commission-driven sales professional with a proven track record of success in fast-paced, call center sales environments. Agents will be responsible for writing only personal lines insurance products such as home, auto, umbrella, and flood through our carrier partners. This position is fully remote which requires reliable, high-speed internet and a dedicated workspace, free of distractions. Responsibilities - Conduct outbound sales calls to potential prospects utilizing a lead management system. - Handle inbound sales calls through an ACD phone system. - Cross-sell other lines of business 100% of the time. - Quote home and auto policies through a rating system. - Successfully navigate carrier websites to finalize quotes and bind policies. - Manage client interactions and follow-up within the designated software systems. Qualifications - Strong communication, sales, and prospecting skills. - Proficient in Microsoft Office Suite of products. - Ability to learn new systems quickly; experience with comparative raters is a plus. - Working knowledge of the insurance industry. - Must be detail-oriented and results-driven with a focus on customer service. - High School diploma required. - 2+ years of Property and Casualty Insurance Sales experience preferred. - Call center experience a plus but not required. Requirements - Active Property & Casualty Insurance License issued by the Department of Insurance of the employee’s resident state. Physical Demands and Work Environment - Regular sitting and use of hands for handling objects, tools, or controls. - Frequent talking and listening in a moderately noisy environment. - Occasional standing, walking, and reaching with hands and arms. - Rare instances of stooping, kneeling, crouching, or crawling. - Lifting and moving objects up to 10 pounds is a regular part of the role. - Specific vision abilities such as close vision, color vision, and the ability to adjust focus are necessary. - Must connect to the internet via a direct Ethernet connection. - Maintain a dedicated workspace to safeguard customer information. - Internet connection with a minimum download speed of 50 Mbps and a minimum upload speed of 10 Mbps is required. - If using shared internet, prioritizing the connection for work purposes is strongly recommended. EEOC Lakeview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law. #LI-Remote

• Utilize online systems, phone communication, and other resources to determine eligibility and benefits prior to scheduled appointments in accordance with Vail Health timelines • Accurately identify and assign payer plan codes in the organization’s electronic health record system • Verify medical necessity in accordance with Centers for Medicare & Medicaid Services (CMS) standards and communicate coverage and eligibility details to patients • Communicate with patients, physicians, clinicians, front-end staff, and translators to gather any additional required information • Identify and obtain missing patient demographic, insurance, or pre-authorization details • Coordinate benefits by determining primary and secondary liability when applicable • Obtain pre-certifications and pre-authorizations from third-party payers per payer requirements • Escalate complex cases and notify patients or physician offices of any issues impacting verification or eligibility • Communicate patient financial responsibility directly or partner with appropriate staff to review payment and financial assistance options • Demonstrate and uphold the principles of a Just Culture • Perform other duties as assigned; must remain HIPAA compliant

Role Description Für unseren Kunden aus der Bankenbranche in Zürich, suchen wir eine:n erfahrene:n und motivierte:n Vertriebs- und Segmentmanager:in (Sparen/Vorsorgen/Anlegen). - Analyse, Konzeption, Umsetzung und Auswertung von Massnahmen zur Vertriebsunterstützung mit Fokus auf Sparen, Vorsorgen und Anlegen - Entwicklung und Umsetzung von Initiativen zur Steigerung der Lead‑Generierung im Bereich Finanzplanung - Optimierung der End‑to‑End Customer Journey in der Finanzplanung über persönliche und digitale Kanäle - Planung, Steuerung und Umsetzung von Vertriebsoptimierungen im Anlagengeschäft, inkl. Kampagnen, organisatorischer Anpassungen und Standards - Konzeption und Durchführung von Schulungen, Lernreisen, Workshops und Events zur Stärkung der Vertriebsleistung - Enge Beratung und Zusammenarbeit mit dem Vertrieb sowie aktives Kampagnenmanagement - Erstellung und Pflege von Projekt‑ und Ergebnisdokumentationen sowie Unterstützung bei Vertriebsreportings Qualifications - Höhere Ausbildung in Betriebswirtschaft, Banking & Finance oder eine vergleichbare Qualifikation - Mehrjährige Erfahrung im Segment‑ oder Vertriebsmanagement im Bankenumfeld - 2–5 Jahre Erfahrung als Kundenberater*in im Vorsorge‑ und Anlagegeschäft - Erfahrung in der Umsetzung von Vertriebs‑ und Organisationsanpassungen sowie im Kampagnenmanagement - Kenntnisse in Customer Journey Mapping und idealerweise im Arbeiten mit Prototypen - Sicherer Umgang mit gängigen Microsoft‑Applikationen; Kenntnisse in BSI und Qlik von Vorteil - Analytisches Denkvermögen, ausgeprägte Kommunikations‑ und Teamfähigkeit sowie strukturierte, selbstständige Arbeitsweise - Fliessende Deutschkenntnisse in Wort und Schrift; Französischkenntnisse von Vorteil Company Description Die Coopers Group AG ist eine agile Schweizer Recruiting Agentur, die Spezialisten und Führungskräfte in den Bereichen IT, Life Sciences, Engineering und Finance vermittelt. Mit flexiblen Ansätzen bringen wir Kandidat:innen und Unternehmen zusammen, die nicht nur fachlich, sondern auch menschlich zusammenpassen.

• Help families build wealth and become an Infinite Banking Specialist • Engage in mentorship and step-by-step training • Collaborate with clients to eliminate debt and grow savings