Provide expert customer service to personal-lines insurance clients, including renewal reviews, policy recommendations and changes, and responses to incoming and outbound calls. Coordinate with insurers and clients, manage policy documents, and advise on, report, and follow up on claims.
Develop and execute data-driven content strategies to drive organic growth through SEO, GEO, and multi-channel distribution. Collaborate with partners and internal teams to create high-quality, consumer-friendly content that meets business goals and improves search visibility.
Manage leads and provide insurance quotes to prospective clients while identifying opportunities for cross-selling and up-selling. Build trust with customers to understand their needs and ensure all activities adhere to established underwriting criteria.
The VP/SVP of Lending Operations will build and lead the end-to-end operating model for CanWise Financial, including underwriting, servicing, and regulatory compliance. They will also be responsible for scaling the operational infrastructure, managing P&L, and leading cross-functional teams to support business growth.
Develop and execute data-driven content and SEO/GEO strategies to drive organic growth for the mortgage business unit. Manage content production, distribution, and email marketing while collaborating with cross-functional teams to improve search visibility and user engagement.
The incumbent will provide expert insurance advice, manage policy renewals, and handle client claims. They will also maintain relationships with insurers and ensure all policy changes are accurately administered.
The Mortgage Agent is responsible for converting inbound leads into closed mortgage transactions while ensuring a smooth application process for clients. They will also provide insights to improve customer experience and handle any customer complaints that may arise.
The agent is responsible for converting online leads into closed insurance policies and providing expert advice to clients. They must build trust-based client networks and stay current with industry trends and competition.
The Mortgage Agent will convert inbound leads into closed mortgage applications with the support of the Documents Fulfillment Team. They will ensure a smooth mortgage application process and continuously improve the customer experience.
