Top Tech Jobs & Startup Jobs in San Francisco Bay Area, CA

Verifies life and health insurance applications through outbound calls, documents information for underwriting, explains application procedures, completes paperwork, updates quality assurance records, transfers calls, and meets departmental KPIs. The role requires strong customer service, accurate data entry, multitasking, organization, computer proficiency, and preferably bilingual English-Spanish communication. This is a part-time remote position.

Verify life and health insurance applications through outbound calls, document information for underwriting, explain application procedures, complete paperwork, update the quality assurance database, transfer calls, and meet departmental KPIs. The role requires strong customer service, accurate data entry, multitasking, organization, and bilingual English-Spanish communication preferred. This is a remote position.

Verifies life and health insurance applications through outbound calls, documents information for underwriting, explains application procedures, assesses additional verification needs, completes paperwork, updates quality assurance records, transfers calls, and meets departmental performance targets.

Leads regional insurance sales growth through territory expansion, broker and employer-group development, direct sales, and revenue accountability. Recruits and coaches distributed sales leaders and brokers, manages regional accounts, ensures licensing and regulatory compliance, and uses CRM and market analytics to track pipelines, forecast performance, allocate territories, and identify opportunities. The role requires significant regional travel while operating remotely.

Supports key insurance accounts by addressing production, recruiting, onboarding, appointment, activation, and portal issues. Tracks and communicates performance metrics, coaches agents on sales fundamentals, mentors recruiting leaders, and delivers webinars and in-person seminars. Partners with licensing, operations, technology, and compliance teams to resolve field issues, document solutions, and improve agent readiness and production. This is a remote role requiring travel for training, seminars, and meetings.

Conduct outbound and inbound calls to welcome new policyholders, verify policy information, collect initial premiums, explain benefits, and warm internet-generated leads for the sales team. The role also handles paperwork, correspondence, policy-service corrections, customer activity records, and special outbound campaigns. Success requires strong phone and customer-service skills, accurate CRM and payment handling, confidentiality, organization, mathematical ability, and calm decision-making in a remote environment.

Deliver and implement Liberty National training systems across field agencies, schedule and conduct webinars/meetings, create training materials, mentor field supervisors/directors, monitor field performance, manage travel and expenses, and complete weekly field reports to drive adoption and efficiency.

Provide bilingual (English/Spanish) phone and email support to policyholders and agents: answer/return calls, resolve complaints, process requests, scan/index documents to OnBase, mail outgoing correspondence, monitor fraud trends, assist investigations, complete assigned projects, and participate in ongoing product/process training.

Handle inbound cancellation calls and outbound lapse-recovery contacts to retain life insurance policyholders. Assess situations, recommend solutions, document interactions, maintain product knowledge, adapt communication bilingually (English/Spanish), and meet call center KPIs for retention, quality, and attendance in a remote environment.

Handle inbound and outbound calls to current policyholders to explain and add additional life, accident, and health coverage; use the eService web system to assess eligibility, complete paperwork, correct errors, and assist with correspondence while maintaining confidentiality and strong customer service.