Insurance Specialist

About Provide:

Powered by Fifth Third Bank, Provide is on a mission to financially empower healthcare providers with great people and innovative technology. As a leader in tech-enabled financial services for aspiring and established healthcare practice owners, Provide offers an unmatched combination of industry expertise, personalized service, and customized financial products – enabling providers to achieve their ownership dreams, realize financial independence, and improve the industry’s standard of care. Founded in a one-bedroom San Francisco apartment in 2013, Provide was acquired by Fifth Third in 2021 and in 2023 was named one of Fast Company’s Most Innovative Companies.

Our team is growing:

The Insurance Specialist will sell insurance to new and existing retail clients, and service the needs of existing accounts.

As a Provide and Fifth Third Bank team member, you will be responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

A day in the life:

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Provide professional advice and insurance solutions to retail clients based on their objectives and needs.

• Develop proactive referral relationships with Practice Finance Directors to prospect clients to review their objectives and present solutions that align with client needs, goals and risk tolerance.

• Tenaciously advance deals, increasing conversion and reducing attrition by removing obstacles and motivating the players involved when necessary.

• Knowledgeably and empathetically help doctors understand the ins and outs of the policies they’re obtaining, providing detail when necessary but also keeping them focused on the bigger goal of meeting their closing and funding timelines.

• Work closely with a network of preferred insurance-carrier partners, developing efficient submission processes, clear lines of communication, and timely reporting.

• Maintain the utmost confidentiality and professionalism, particularly when dealing with sensitive health information.

• Understand and respect the required separation between this new insurance business and our existing lending business.

• Maintain active licenses and necessary certifications across all 50 states.

• Be a positive representative of the brand in the healthcare practice industry by providing best-in-class service.Enable a strong feedback loop from customers to the company’s product, marketing, and revenue organizations -- and external partners -- to scale growth.

• Maintain and service books of business.

• Keep current with compliance, policies and procedures, and carrier relationships.

• Pursue professional studies and maintain a familiarity with industry trends, products, and concepts.

• Meet and present sales ideas and complex topics with clients and their other professional advisors.

• Perform other duties as assigned.

Our newest teammate will have:

• Active life, accident & health insurance license preferred (can be obtain during onboarding)

• One to three years of experience selling insurance policies to individuals or small business owners, preferably in a small-agency environment (or previous experience in a sales role).

• College Degree.

Insurance SpecialistAt Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: or by consulting with your talent acquisition partner.

LOCATION -- Virtual, Ohio 00000Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Originally posted on Himalayas