Funding Concierge (Insurance Claims & Customer Success) Apply
Job Description
About Us:
TOPTIER Funeral Funding is the most innovative and client-focused funding company in the funeral profession. We provide fast, accurate life insurance assignment funding to funeral homes across the country—setting the standard in speed, transparency, and customer service.
We're growing fast and looking for an exceptional Funding Concierge to join our high-performance team in Tampa Bay. If you're detail-oriented, people-focused, and a natural problem solver, we want to hear from you.
What You'll Do:
As a Funding Concierge, you’ll play a vital role in ensuring funeral homes and families receive timely funding while providing top-tier communication and follow-up. Your responsibilities will include:
Communicating directly with funeral professionals and families regarding claim status
Collecting and reviewing assignment documentation
Following up with insurance companies to confirm claim receipt, documentation, and payment status
Providing empathetic, accurate, and timely support by phone, email, and CRM
Documenting all claim activity and updates in our internal system
Supporting the Funding team with claim submissions and verification processes
Managing multiple open claims at once, tracking timelines and follow-up schedules
Helping create a seamless, concierge-level experience for all partners
What We’re Looking For:
Strong communication skills with a calm, clear, and professional tone
Experience with insurance claims or customer service a plus
High attention to detail and accuracy
Self-motivated with the ability to prioritize and multitask
Comfortable working in a fast-paced, mission-driven environment
Empathy, integrity, and a desire to help others
Why Join TOPTIER?
Competitive pay at $20–$30/hr based on experience
Flexible options: full-time and part-time roles available
Growth opportunities in a rapidly expanding company
Work that matters: you’re helping families during life’s most difficult moments
Team culture that rewards excellence and supports your success
Office located in Tampa Bay with a supportive and collaborative atmosphere
How to Apply:
If you're ready to join a company that values your voice, respects your time, and gives you purpose-driven work, apply today with your resume and a brief note on why you’re a great fit.