Convert inbound leads into closed mortgage applications while ensuring a smooth application process for clients. Handle customer complaints and provide insights to continuously improve the overall customer experience.
Ratehub
18 Remote Job Openings at Ratehub
Own the operational accounting and financial reporting for brokerage businesses, focusing on revenue recognition and data integrity. Lead a team of analysts to automate manual processes and connect CRM data to financial performance metrics.
Coordinate life insurance cases from lead intake through policy issuance and ongoing servicing. Provide administrative support to brokers and clients, including managing documentation, scheduling, and maintaining Salesforce records.
The role involves migrating BI platforms from Looker to Power BI and ensuring data accuracy through validation and QA. Additionally, the intern will develop dbt tests and optimize SQL queries to improve dashboard performance.
Support the migration of data assets from Amazon Redshift to Snowflake and provision data infrastructure for the Insurance business unit. Build and maintain automated data pipelines using Airflow and dbt to provide business insights.
The Life Insurance Assistant coordinates cases from lead intake through policy issuance and ongoing servicing. Key duties include managing underwriting documentation, processing policy changes, and performing high-volume outbound lead calls.
Own the end-to-end editorial output for MoneySense, bridging journalism with data-driven product strategies. Lead the creation of authoritative, original financial content while managing a roster of freelance experts and optimizing for search and generative engines.
The role involves tracking, reconciling, and reporting data for mortgage and insurance transactions, including revenues and costs. The analyst will also support month-end and year-end closing processes and manage revenue discrepancies with stakeholders.
The role involves converting online leads into closed insurance policies while providing expert advice to clients. You will be responsible for building and maintaining a trust-based client network while ensuring service excellence.
The role involves maintaining systems to track, reconcile, and report data for mortgage or insurance transactions, including revenues, costs, and commissions, while also ensuring the accuracy of costs and revenues in Salesforce at a transactional level. Responsibilities also include supporting month-end and year-end close processes through the preparation and maintenance of working papers and responding to agent inquiries regarding transactions.
The Financial Analyst will maintain systems to track, reconcile, and report data for mortgage or insurance transactions, including revenues, costs, and commissions, while also ensuring the accuracy of financial records in Salesforce. This role involves supporting month-end and year-end close processes and responding to internal queries regarding transaction breakdowns.
The Mortgage Agent will be responsible for taking inbound leads via online or phone channels and converting them into closed mortgage applications, ensuring a smooth process for clients and handling any arising complaints. This role also requires maintaining the required Certified Mortgage Agent designation and contributing to continuous improvement of the customer experience.
The Administrative Assistant supports life insurance brokers and clients by coordinating cases from lead intake through policy issuance and servicing, handling documentation, onboarding, and underwriting communication. Key duties include processing policy changes, maintaining client records, making daily outbound calls to new leads, and providing service coverage for assigned brokers during vacations.
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.
Bilingual Life Insurance Assistant (Licensed or in process)
Ratehub
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Full Time
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4 months ago
Ratehub
The Life Insurance Assistant supports brokers and clients throughout the insurance process, focusing on case coordination and documentation management. Responsibilities include client onboarding, processing policy changes, and maintaining communication with insurance companies.
The Mortgage Agent will convert inbound leads into closed mortgage applications with support from the Documents Fulfillment Team. They will also ensure a smooth application process and handle customer complaints as needed.
Personal Lines Sales Broker (AB) - Leads Provided (Pipeline Collection)
Ratehub
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Full Time
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5 months ago
Ratehub
The Experienced Personal Lines Sales Broker will manage leads and provide quotes to prospective clients while generating new business through existing networks. They will also recommend coverages based on customer needs and adhere to underwriting criteria.
The Life Insurance Assistant supports brokers and clients throughout the insurance process, focusing on case coordination and documentation management. Responsibilities include client onboarding, processing policy changes, and maintaining communication with insurance companies.
