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  • Customer Experience Specialist

    Accreditation Commission for Health Care (ACHC 3.3company rating

    Remote Claims Service Specialist Job

    ACHC is currently recruiting a personable and energetic Account Advisor to perform the associated duties which support and accomplish the accreditation process for all accreditation programs. This person will educate customers on the flexibility and capabilities of ACHC, in order to develop customer relationships that promote retention and loyalty. The ideal candidate will possess the exceptional interpersonal skills needed to provide the high level of customer service that ACHC is known for and expects. Responsibilities include: Provides Customer Service support to all clients from first point of inquiry through all phases of the accreditation process for all programs. Processes accreditation documents through all phases of the process within established time frames listed in this position description and in accordance with established policies and related Work Instructions. Scores data collection documents and develops clear, concise summary of findings, including appropriate recommendations to customers. Reads and understands all program standards and accreditation policies and procedures. Reviews and recommends changes to department policies and associated control documents to maintain the integrity of departmental processes. Revises policies and control documents, as assigned. Job Requirements: Minimum two-year Associates Degree (Bachelors preferred) in a business related field with three years of relevant work experience in a business setting, or a high school education with a minimum of five years of relevant work experience in a business setting. Prior Customer Service experience required, with proven success in building and maintaining positive working relationships. Experience working with computer systems with proficient use of database and other office system programs; proficiency in Microsoft Office applications. Strong oral and written communication skills a must, as are attention to detail and organizational skills. This position is located in Cary, NC with hybrid remote-working privileges. Compensation includes base salary + bonus. At ACHC we hire only the best. As a non-profit company with a rapidly growing customer base, our philosophy is innovation, honesty, and quite simply, excellence. Our industry mindset coupled with our small-size atmosphere affords us the ability to provide a competitive salary along with 100% paid Medical, Dental, and Vision benefits for individuals. If you're a goal-oriented individual who would like to experience the ACHC difference, we'd love to have you join our team. Accreditation Commission for Health Care is an Equal Opportunity Employer.
    $45k-65k yearly est. 3d ago
  • Financial Planning and Services Associate

    Leroy Freelon Jr

    Remote Claims Service Specialist Job

    Are you ready for a new opportunity or a career in financial services where you experience growth and transfer your experience to a fulfilling career and business? You will be provided the tools and mentorship to excel as financial services professional. You will be part of a high achievement and supportive team. We are looking for credible and passionate individuals across the country who enjoy helping others achieve their financial goals. The ideal candidate is self-motivated, dedicated to success, enjoys a team environment and helping others and appreciates a full, but flexible schedule. We are based in Los Angeles, CA. You will work 100% remotely. You will gain financial advisory skills through a specific, proven on-boarding process and will quickly apply your skills to build business, generate clients, meet with clients, and deliver wholistic consultative financial advice. This is an opportunity to learn this business, expand your industry experience and earn income with sustainable growth potential. We work as fiduciaries in an open architecture structure of financial services and products including national highly rated providers. We are backed by a Fortune Global 500 company with $500 billion assets under management. Financial Planning & Activities · New client generation utilizing traditional and digital channels · Meet with new clients to determine goals · Utilize financial illustration software and formulate wholistic solutions. · Deliver a personalized financial plan · Communicate with clients · Develop leadership skills · Business expansion in all states · Deepen knowledge and skills Candidate characteristics · Passion for financial security · Care about people · Creative excellence · Team building · Commitment to learning, professional and personal growth · Strong communication skills · College degree plus 2+ years' work experience · Twin career possibility · Self-driven and entrepreneurial · Team player, leadership and coachable · Candidates with prior experience that have demonstrated success in the role: entrepreneurs, business owners, return from career-break, athletes, real estate, military, life insurance, series 65, recruiters, accounting, CPA, sales, legal, return to financial career, nurses, customer service, remote work, teachers, professionals, ambitious care givers, career growth minded, public speakers, non-profit, financial services, travel agents, hospitality. · Licenses/ Required: Life, Health Insurance License (already licensed preferred) or obtain within 21 days. · Legally able to work in the United States, citizen, work permit with SSN · Must pass background check and obtain required licenses and CE certificates · This role is offered 100% remote nationwide. Actively seeking candidates in: Los Angeles, California, Hawaii, Arizona, Texas, Tennessee, Alabama, New Jersey, Georgia, Florida, North Carolina, Washington, Philadelphia PA, Michigan, Illinois · Compensation: Commission pay, bonus pay and residual income. The right business minded individuals earn income of $65,000- $134,000 We support a diverse workforce, Equal Opportunity for all and do not discriminate against individuals based on race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.
    $38k-63k yearly est. 2d ago
  • Experienced Client Service Associate - Wealth Management (H)

    Talentlink Solutions

    Remote Claims Service Specialist Job

    We are an independent, fee-only financial planning and investment management firm that has been deeply rooted in the Northern Virginia area for over 20 years. With nearly $700 million in assets under management, we serve a select group of high-net-worth individuals, businesses, and institutions. We are committed to making a meaningful difference in our clients' lives through compassion and striving to go above and beyond their expectations. We know an environment like ours is built from within, so we foster a supportive and team-oriented culture and emphasize strong collaboration and communication. Our team genuinely likes and cares for one another, and we are always willing to support each other to create an exceptional experience for our clients and one another. We offer a well-defined career path with clear opportunities for advancement, ensuring that every employee has the resources and support to succeed. As an Experienced Client Service Associate with our firm, you will work within the operations team the majority of the time while also supporting administrative tasks that are essential to keeping the office running smoothly. In addition to having some working knowledge of industry software, systems, and processes, you are exceptionally organized, have amazing attention to detail, and are committed to delivering a smooth and confidence-inspiring experience for our clients with every interaction. Whether it's answering the phones, completing paperwork, handling service requests, or ordering office supplies, you tackle it with a service heart and an accuracy and efficiency that can't be beaten. You are a solutions-oriented professional who embraces technology. You are proactive, have impeccable follow-through, and take immense pride in your work and your reliability. You love to learn and are always finding ways to improve and expand your impact. Duties & Responsibilities: Spend approximately 80% of your time working with the firm's operations team and 20% handling essential administrative tasks Complete and submit forms for new account openings, address changes, beneficiary updates, and other custodial documentation for Charles Schwab and Fidelity Investments Actively maintain and update client records within our CRM system (Tamarac) Download, upload, and manage documentation within secure portals, ensuring accurate filing and record-keeping Scan, copy, and distribute materials to clients, external professional contacts, and internal staff via email or mail Assist with website updates and periodic social media campaigns to support the firm's marketing efforts Answer and transfer phone calls, greet clients and guests, manage office supplies, distribute mail, and maintain a professional and welcoming office environment Collaborate with our Managed Service Provider (MSP) to ensure seamless technology operations and troubleshoot any IT-related issues Collaborate in a team environment to deliver a seamless and integrated client experience Qualifications: 1-3 years of progressive experience within an RIA environment highly preferred; candidates with experience in similar financial services environments, such as accounting, banking, investment operations, insurance, or mortgage industry roles with a focus on processing are also encouraged to apply Associates degree in related field or equivalent experience highly preferred Familiarity with industry-specific software preferred Experience working with Charles Schwab and Fidelity Investments as custodians preferred Able to self-manage, prioritize and manage time effectively, while following established processes and procedures A curious nature and a commitment to continuous professional learning and development Excellent communication (written and verbal), relationship building, and organizational skills Additional Details: In-office position based in Reston, VA with ability to work from home one day a week after probationary period Base compensation of $55,000-$65,000, depending on experience Bonus potential based on firm and individual performance 401(k) with a company safe harbor contribution and discretionary profit sharing Health insurance (medical, dental, and long-term disability) PTO and paid holidays Ongoing career development Defined career track with opportunities for growth
    $55k-65k yearly 4d ago
  • Financial Services Associate

    Fidelity Talentsource

    Remote Claims Service Specialist Job

    Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Financial Services Associate to work in Westlake, TX *** This is a true 3 month contract that starts on December 2nd *** *** The Role The Financial Services Associate, as part of Fidelity's Workplace Investing organization, is responsible for working with Fidelity's retirement plan sponsors to assure that all necessary information is supplied in an accurate and timely manner to complete their Nondiscrimination testing and Forms 5500/8955-SSA. The representative will be responsible for handling inbound telephone calls via the Testing & Reporting Services Helpline which typically involves assisting plan sponsors with completing their online testing questionnaires, uploading their census data and answering general questions about the Testing and Forms 5500/8955-SSA processes. The representative will have strong professional and client interaction skills. Efficiency and accuracy are essential to ensuring completion of all incoming business under an extremely tight deadline. The Expertise and Skills You Bring Bachelor's degree or equivalent work experience preferred. One to two years of customer service experience, preferably in the financial services / benefits industry, or experience with defined contributions. Personal computer proficiency required: Windows Office and web-based applications experience preferred. Outstanding organization, multi-tasking and time management skills Detail, process and goal-oriented Phenomenal client communication skills, especially by phone Strong computer skills with an emphasis on Microsoft Excel General knowledge of 401k industry a plus but not required Dynamic Working Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.
    $29k-47k yearly est. 49d ago
  • Client Services Specialist Domestic Violence Shelter, Prelude

    Safe Horizon, Inc. 4.2company rating

    Remote Claims Service Specialist Job

    Job DescriptionResponsibilities: Learn and integrate a trauma-informed, client-centered approach, using an anti-oppressive lens, into your work with clients. Identify when a client is experiencing trauma reactions and help client stabilize; Conduct emergency shelter intakes for site vacancies and vacancies at sister sites as part of the Central Intake team; Assess immediate safety needs and develop a risk management plan during intake of shelter placement calls; Using neutral and non-judgmental language when responding to the needs and requests of clients; Provide crisis intervention including mediation and de-escalation skills to diffuse situations between residents’ family members and/or roommates; Participate in trainings to improve client centered practice skills and knowledge about self-care and vicarious trauma and its impact; Plan, implement and/or research self-care and other social activities for clients and their children; Actively participate in donor tours and help with special client events and holiday parties; Conduct regular health and safety facility checks; Understand and follow emergency procedures, including fire procedures; Sort and organize donations of food, clothing, or items/projects as assigned; Distribute supplies to clients in accordance with established guidelines and/or emergency requests from clients; During the orientation process, determine clients’ immediate needs and provide referrals for basic needs; Provide referrals for clients following their initial Case Management session; Assist with basic office tasks such as archiving, filing , collating, update lists or as assigned; Enter activity log information, shift notes and Case Management System (CMS), in a timely fashion and accurate manner; Provide starter kits, assisting with bed utilization by helping with apartment preparation and cleaning; moving clients’ belongings as assigned; Provide childcare as requested by clients or staff in accordance with written policies; Provide client accompaniment to important appointments when requested; Assist with admission and discharge of clients. This may include, providing childcare, assisting with client belongings if facility staff is unavailable and other tasks assigned by management. Complete discharge paperwork which includes completing discharge checklist with clients, and all related discharge procedures; Comply and adhere to funders’ fire and health safety mandates by obtaining and maintaining Fire Department of New York (FDNY) and Red Cross certifications as indicated by shelter leadership. Qualifications/Certification Requirements: High School Diploma/GED and two years relevant experience. Basic computer skills necessary. Candidate must have or obtain the following certifications within 3 months of employment: At Emergency Shelters, obtain the F07-Fire and Emergency Drill Conductor and S95-Supervision of Fire Alarm Systems. At Transitional Shelters, obtain F80- Coordinator of Fire Safety and Alarm Systems in Homeless Shelters, Pediatric CPR/ First Aid Certification, and Security Guard License. Safe Horizon is committed to providing a reasonable accommodation to ensure individuals with disabilities can meet any physical demand requirement(s) of the position, or otherwise perform the corresponding task(s), where possible. If you require a reasonable accommodation, including to participate in the job application or interview process, please contact your Human Resources Recruiter. If hired, I agree to abide by all of Safe Horizon’s rules and regulations, and understand that, if employed, my employment may be terminated with or without cause, and with or without notice, at any time, at the option of either the company or me. I further understand that no representation, whether oral or written by any representative or agent of the organization, at any time, constitutes a contract of employment. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. Technology Statement: Applicants may be responsible for providing the equipment and tools they need to work remotely as required, such as access to a computer, internet service, and phone service. Safe Horizon will discuss potential solutions with candidates and may assist where needed and agreed to in advance. Please follow this link to view complete EEO Law and complaint filing information: Know Your Rights: Workplace discrimination is illegal Salary Pay Range: 22.81 - 23.96 Hourly Full-time Hours: 35 Hours per week Full-time Benefits: Vacation Time, Paid Sick Time, Holidays, Medical, Dental, Vision, 403(b) Retirement Plan, Company Life Insurance, Medical/Dependent Care Flexible Spending Accounts, Tuition Assistance Program, Commuter Benefits Program, Gym Reimbursement, Parental Leave, Employee Learning Center
    $48k-61k yearly est. 9d ago
  • Medical Billing Claim Resolution Specialist I PART TIME

    Solaris Health Holdings 2.8company rating

    Remote Claims Service Specialist Job

    Job DescriptionDescription: Join a company that has been voted Top Workplaces, Best Places to Work, Healthiest Employers and Best Workplaces in Ohio!!! Click on the link to our video below to learn more about us! ******************************************* The Urology Group is searching for a Claims Resolution Specialist. The position is part time working up to 24 hours/week. The position is a HYBRID REMOTE position. The in-person days will be located in our office at: 2000 Joseph Sanker Blvd Cincinnati OH 45212 NO WEEKENDS, NO EVENINGS, NO HOLIDAYS GENERAL SUMMARY The Claim Resolution Specialist I focuses on following up and resolving claims submitted to third-party insurance payers. This includes claims that have yet to be adjudicated and denied accounts that require resolution. The Claim Resolution Specialist is accountable for meeting or exceeding daily/weekly/monthly productivity targets set forth by management productivity policy and procedure standards. They work with the Business Office Supervisor to escalate claim and denial issues to resolve denials as efficiently as possible. Requirements: ESSENTIAL JOB FUNCTION/COMPETENCIES Responsibilities include but are not limited to: Conducts appropriate follow-up of no response third-party receivables in accordance with payer guidelines. Reviews and resolves claim denials, conducts follow-up, appeals processing, claim statusing using and appeals template management when appropriate. Develops and maintains a working knowledge of payer contractual requirements particularly initial filing periods, appropriate follow-up and appeal protocols, and medical policies. Addresses/resolves issues relating to patient accounts while noting account actions for complete audit trail of follow-up activity. Drafts appeal letters as necessary. Communicates with Coders, Claim Readiness Specialist, and Business Office staff when necessary to resolve errors and clarify issues. Stays accountable to quality and productivity standards, and monitoring compliance with policies and procedures. Identifies process opportunity trends and recommend ways to improve efficiencies. Ensures adherence to third party and governmental regulations relating to coding, billing, documentation, compliance, and reimbursement. Participates in special projects, personal development training, and cross training as instructed. Informs Supervisor of trends, inconsistencies, discrepancies for immediate resolution. Works in conjunction with peers and functional areas of the Business Office department for the betterment of completing tasks and the company overall. Performs other position related duties as assigned. Employees shall adhere to high standards of ethical conduct and will comply with and assist in complying with all applicable laws and regulations. This will include and not be limited to following the Solaris Health Code of Conduct and all Solaris Health and Affiliated Practice policies and procedures; maintaining the confidentiality of patients' protected health information in compliance with the Health Insurance Portability and Accountability Act (HIPAA); immediately reporting any suspected concerns and/or violations to a supervisor and/or the Compliance Department; and the timely completion the Annual Compliance Training. CERTIFICATIONS, LICENSURES OR REGISTRY REQUIREMENTS N/A KNOWLEDGE | SKILLS | ABILITIES Demonstrate understanding of business and how actions contribute to company performance. Demonstrate excellent customer service skills. Knowledge of medical terminology, healthcare coding systems, and clinics functions. Maintain a complete understanding of payment posting protocols and required software systems. Develop and maintain a working knowledge of payer rules and guidelines. Track trends, inconsistencies, or discrepancies and resolve and/or escalate to a supervisor as appropriate. Strong analytical and problem-solving skills. Excellent verbal and written communication skills. Proven ability to manage multiple projects at a time while paying strict attention to detail. Ability to successfully meet departmental deadlines. Ability to follow policies and procedures for compliance, medical billing, and coding. Ability to type and enter data with proficiency and accuracy. Customer-oriented with ability to remain calm in difficult situations. Delivers exceptional patient service throughout all interactions. Strong analytical and problem-solving skills. Skill in using computer programs and applications including Microsoft Office. Ability to work independently and manage deadlines. Complies with HIPAA regulations for patient confidentiality. Complies with all health and safety policies of the organization. EDUCATION REQUIREMENTS High School Diploma or equivalent required. EXPERIENCE REQUIREMENTS Minimum 1 year billing or follow-up experience within a physician’s office or medical environment. Experience in Urology physician practice environment preferred. REQUIRED TRAVEL N/A PHYSICAL DEMANDS Carrying Weight Frequency 1-25 lbs. Frequent from 34% to 66% 26-50 lbs. Occasionally from 2% to 33% Pushing/Pulling Frequency 1-25 lbs. Seldom, up to 2% 100 + lbs. Seldom, up to 2% Lifting - Height, Weight Frequency Floor to Chest, 1 -25 lbs. Occasional: from 2% to 33%
    $31k-41k yearly est. 7d ago
  • Claims Specialist I - Provider Claims

    Inland Empire Health Plan 4.7company rating

    Remote Claims Service Specialist Job

    We are seeking a detail-oriented and knowledgeable Claims Specialist I to join our team. Under the direction of the Provider Claims Resolution & Recovery Supervisor, the Claims Specialist I - Provider Claims is responsible for evaluating professional, high dollar and outpatient/inpatient institutional claims while determining coverage and payment levels. Responsible for evaluating and resolving provider disputes & appeals, issuing resolution letters, and processing adjustment requests timely and accurately in accordance with standard procedures that ensure compliance with regulatory guidelines. Additional responsibilities include payment adjustment projects and complex claims as assigned. *Candidate will report to the Supervisor, Provider Claims Resolution and Recovery. * *This position is fully remote. Candidates must reside in California. No out of state candidates will be reviewed.* *Duties* * *Review and process provider dispute resolutions according to state and federal designated timeframes.* * *Research reported issues; adjust claims and determine the root cause of the dispute.* * *Draft written responses to providers in a professional manner within required timelines.* * *Independently review and price complex edits related to all claim types to determine the appropriate handling for each including payment or denial. * * *Complete the required number of weekly reviews deemed appropriate for this position. * * *Respond to provider inquiries regarding disputes that have been submitted.* * *Maintain, track, and prioritize assigned caseload through IEHP's provider dispute database to ensure timely completion. * * *Maintain knowledge of claims procedures and all appropriate reference materials; participate in ongoing training as needed.* * *Communicate with a variety of people, both verbally and in writing, to perform research, gather information related to the case that is under review. * * *Recommend opportunities for improvement identified through the trending and analysis of all incoming PDRs.* * *Coordinate with other departments as necessary to facilitate resolution of claim related issues. Identify and report claim related billing issues to various departments for provider education.* * *Any other duties as required to ensure Health Plan operations are successful.* *Requirements* Minimum of four (4) years of experience evaluating and processing institutional and professional medical claims. Proficiency in the following areas: Medical claims system, ICD-10 and CPT coding, reviewing medical authorizations, Provider contract rate interpretation, medical benefit coverage determination. Prior experience handling provider disputes, appeals and claim adjustments. *Experience preferably in HMO or Managed Care setting. Medicare and/or Medi-Cal experience, as well as managed care or government payer environment is helpful. * *Education Requirement* High School Diploma or GED required. *Skills* Strong analytical and problem-solving skills. Microsoft Office, Advanced Microsoft Excel. Written communication skills. Ability to analyze data and interpret regulatory requirements. Excellent communication and interpersonal skills, strong organizational skills, and skilled in data entry required. Typing a minimum of 45 wpm. Excellent oral and written communication skills. Billing experience will not be considered as actual claims processing or adjudicating experience. Job Type: Full-time Pay: $53,872.00 - $68,681.60 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Employee assistance program * Flexible spending account * Health insurance * Life insurance * On-site gym * Paid time off * Retirement plan * Tuition reimbursement * Vision insurance Schedule: * 8 hour shift * Day shift * Monday to Friday * No weekends Experience: * Medicare and Medi-Cal Claims processing: 4 years (Required) Work Location: Remote
    $53.9k-68.7k yearly 40d ago
  • Commercial Insurance Customer Service Specialist

    Firefly Agency 4.8company rating

    Remote Claims Service Specialist Job

    pspan style="font-family: 'Arial',sans-serif;"Firefly is an insurance agency with more than 200 branches around the country. Most of our customers are serviced by their local agents. However, we also have a book of “house” accounts who no longer have a local agent./span/p p /p pspan style="font-family: 'Segoe UI Emoji',sans-serif;"📢/spanspan style="font-family: 'Arial',sans-serif;"We are looking for someone to join our team to be a front-line CSR to service, retain, and cross sell Firefly's existing personal lines and commercial lines house accounts./span/p p /p pspan style="color: red; font-family: 'Arial',sans-serif;"Please note:/spanspan style="font-family: 'Arial',sans-serif;" If you get this job, you'll do your daily work from home. However, Firefly holds two required in-person meetings each year in Columbus, Ohio. We know from experience that proximity to Columbus matters. That's why we're looking for candidates who live in one of these states/spanspan style="font-family: 'Arial',sans-serif;":/span/p ul lispan style="font-family: 'Arial',sans-serif;"Ohio/span/li lispan style="font-family: 'Arial',sans-serif;"West Virginia/span/li lispan style="font-family: 'Arial',sans-serif;"Indiana/span/li lispan style="font-family: 'Arial',sans-serif;"Illinois/span/li lispan style="font-family: 'Arial',sans-serif;"Kentucky/span/li lispan style="font-family: 'Arial',sans-serif;"Pennsylvania/span/li lispan style="font-family: 'Arial',sans-serif;"North Carolina/span/li lispan style="font-family: 'Arial',sans-serif;"Tennessee/span/li lispan style="font-family: 'Arial',sans-serif;"Michigan/span/li /ul pspan style="font-family: 'Segoe UI Emoji',sans-serif;"🖥/spanspan style="font-family: 'Segoe UI Emoji',sans-serif;"️/spanspan style="font-family: 'Arial',sans-serif;" You will work from your home using:/spanbr//p ul lispan style="font-family: 'Arial',sans-serif;"A software phone, email, task management tools, electronic documents, and a variety of online tools. span style="color: red;"All are provided by Firefly./span/span/li lispan style="font-family: 'Arial',sans-serif;"Therefore, this position requires you have a very high comfort level working in a paperless environment./span/li /ul pspan style="text-decoration: underline;"span style="font-family: Arial, sans-serif; font-weight: bold;"The work that you do will fall into three general categories:/span/span/p p /p pspan style="font-family: 'Segoe UI Emoji',sans-serif;"1️⃣ /spanspan style="font-family: 'Arial',sans-serif;"The usual stuff: Personal Lines and Commercial Lines customer service, retention, and growth:/span/p pspan style="font-family: 'Arial',sans-serif;"First, you will provide traditional personal lines insurance customer service. You'll answer calls and emails, process service requests, and diligently document everything you do in EZ Lynx. /span/p p /p pspan style="color: #196b24; font-family: 'Arial',sans-serif;"Second, this job will require proficiency with Commercial Lines service tasks including:/span/p ul lispan style="color: #196b24; font-family: 'Arial',sans-serif;"Proactively working Commercial renewals 60 days prior (including policy reviews)/span/li lispan style="color: #196b24; font-family: 'Arial',sans-serif;"Maintaining accurate contacts to direct information requests for policy renewals/surveys/span/li lispan style="color: #196b24; font-family: 'Arial',sans-serif;"Processing policy endorsements/span/li lispan style="color: #196b24; font-family: 'Arial',sans-serif;"Generating Certificates of Insurance /span/li lispan style="color: #196b24; font-family: 'Arial',sans-serif;"Adding Certificate Holders and customizing holder remarks/span/li lispan style="color: #196b24; font-family: 'Arial',sans-serif;"Answering coverage related questions, ensuring the customer understands the coverage they have. /span/li lispan style="color: #196b24; font-family: 'Arial',sans-serif;"Documenting all interactions with both customers and carriers/span/li /ul pspan style="font-family: 'Arial',sans-serif;"Sometimes you will also take calls from customers or mortgage companies who have called our main office instead of their agent for a service need. When this happens, you will usually direct them to their local agent. Occasionally, you may help them out yourself./span/p p /p pspan style="font-family: 'Arial',sans-serif;"This is not a sales-driven position, but you do need to be comfortable selling and explaining Pamp;C insurance. /spanspan style="font-family: 'Arial',sans-serif;"You will not need to find your own leads span style="color: red;"nor will you have any sales quotas/span. You emdo/em need to be able to quote and bind so you can remarket accounts, cross-sell to existing customers, and quote and sell to people that are referred to the agency./span/p p /p pspan style="font-family: 'Arial',sans-serif;"You will also need to become an expert using the EZLynx Management System, including its Retention, and Automation tools./span/p pspan style="font-family: 'Arial',sans-serif;"You'll follow our workflows for repeated processes of things like welcoming new clients, yearly policy renewals, and annual account reviews./span/p p /p pspan style="font-family: 'Segoe UI Emoji',sans-serif;"2️⃣ A/spanspan style="font-family: 'Arial',sans-serif;" little bit of “fun stuff”: Creating better customer experiences:/spanspan style="font-family: 'Arial',sans-serif;"br/We think of our house book of business as a laboratory we can use for improvement. An important part of your role will be to implement new systems, techniques, and software to help keep our customers happy by making Firefly easier to work with./span/p pemspan style="font-family: 'Arial',sans-serif;"Here are a few examples of things that we might ask you to try:/span/embr//p ul lispan style="font-family: 'Arial',sans-serif;"Experimenting with EZLynx features from the agent perspective/span/li lispan style="font-family: 'Arial',sans-serif;"Promoting online self-service to our customers/span/li lispan style="font-family: 'Arial',sans-serif;"Using bulk text messaging via software integrations for marketing campaigns and policy reviews/span/li lispan style="font-family: 'Arial',sans-serif;"Setting up e-mail campaigns with various goals (welcome e-mails, birthdays, policy reviews, holidays, cross selling, etc.)/span/li lispan style="font-family: 'Arial',sans-serif;"Promoting customer use of various carrier self-service smartphone apps/span/li /ul pspan style="font-family: 'Arial',sans-serif;"3️⃣Monitoring Firefly agent documentation compliance:/span/p pspan style="font-family: 'Arial',sans-serif;"Firefly requires all our agents to maintain current and comprehensive policy documents within EZLynx. Our team uses automations to send notices to agents that are missing policy documents in EZLynx for the policies they write. You will help the team by checking the new business our agents write. We teach you all the ins and outs of using the automations that help us with this workflow. /spanbr//p pbr/br//p pspan style="font-family: 'Arial',sans-serif;"⭐Our culture defines the way we act with each other and our customers. Our values include:/spanbr//p ul lispan style="font-family: 'Arial',sans-serif;"Transparency/span/li lispan style="font-family: 'Arial',sans-serif;"Doing what's right-always/span/li lispan style="font-family: 'Arial',sans-serif;"Teamwork/span/li lispan style="font-family: 'Arial',sans-serif;"Empathy and caring/span/li /ul pbr/br//p pspan style="font-family: 'Segoe UI Emoji',sans-serif;"❓/spanspan style="font-family: 'Arial',sans-serif;"Who is a good fit for this position?/spanspan style="font-family: 'Arial',sans-serif;"br/You're a good fit for this position if you are:/span/p ul lispan style="font-family: 'Arial',sans-serif;"Organized, responsive, persistent at following-up, punctual, and comfortable with work that can sometimes pile up when you get a burst of service requests all at the same time./span/li lispan style="font-family: 'Arial',sans-serif;"Our customers and team members often have time-sensitive needs, so you need to be the type of person who instinctively enjoys helping people./span/li lispan style="font-family: 'Arial',sans-serif;"At Firefly we use technology to do almost everything. All our documents are managed electronically. We use Microsoft Office 365 programs extensively, specifically Outlook, OneNote and Excel. /span/li lispan style="font-family: 'Arial',sans-serif;"We also use the EZLynx Management System for quoting and documenting customer service. That's why this is not a good position for someone who struggles with technology, or who doesn't like to spend time on the phone./span/li lispan style="font-family: 'Arial',sans-serif;"We'll restate what we said above: span style="font-weight: bold;"* This position requires that you have a very high comfort level working in an electronic, paperless environment and interacting with customers on the phone. */span/span/li lispan style="font-family: 'Arial',sans-serif;"If you have experience selling and servicing insurance but would prefer a 9-to-5 service position with predictable income (instead of commissions), this might be the job for you./span/li lispan style="font-family: 'Arial',sans-serif;"If you have experience with software like EZLynx Retention Center or CRMs that create automated workflows, and you love using technology, please apply!/span/li /ul pspan style="font-family: 'Segoe UI Emoji',sans-serif;"❗/spanspan style="font-family: 'Arial',sans-serif;"However, you would not be a good fit if you don't have experience as an insurance CSR, or if your insurance experience is in underwriting or just selling policies./spanbr//p pspan style="font-family: 'Arial',sans-serif;" /span/p pspan style="font-family: 'Arial',sans-serif;"Finally, we value teamwork and we're looking for someone who is a team player. You'll fit in here if you're humble, hungry to get things done, and have good people skills. (You should be tactful and personable, but not too chatty.) We have a culture of trying to be better and do things better. If you can give and receive honest feedback, and enjoy setting and achieving goals, then Firefly might be the right place for you./span/p pspan style="font-family: 'Arial',sans-serif;" /span/p pspan style="font-family: 'Segoe UI Emoji',sans-serif;"⭐/spanspan style="font-family: 'Arial',sans-serif;"Must Haves:/spanbr//p ul lispan style="font-family: 'Arial',sans-serif;"Current Property/Casualty insurance license/span/li lispan style="font-family: 'Arial',sans-serif;"At least three years of personal lines and commercial lines experience as an agent, producer, or CSR/span/li lispan style="font-family: 'Arial',sans-serif;"High comfort level with Microsoft Office365 programs/span/li lispan style="font-family: 'Arial',sans-serif;"Experience and proficiency using an insurance agency management system, preferably EZLynx/span/li lispan style="font-family: 'Arial',sans-serif;"Experience creating or following repeatable processes, or workflows, for recurring service situations/span/li li Current experience servicing commercial lines policies as described above./li /ul pspan style="font-family: 'Segoe UI Emoji',sans-serif;"✅/spanspan style="font-family: 'Arial',sans-serif;"It Helps a Lot to Have:/spanbr//p ul lispan style="font-family: 'Arial',sans-serif;"Current experience in insurance customer service/span/li lispan style="font-family: 'Arial',sans-serif;"Experience working with multiple independent carriers/span/li lispan style="font-family: 'Arial',sans-serif;"Experience with the EZLynx comparative rater and Management System/span/li /ul pspan style="font-family: 'Arial',sans-serif;"About Firefly Insurance Agency:/spanspan style="font-family: 'Arial',sans-serif;"br/We're a mid-sized insurance agency that writes a lot of personal lines business and a fair amount of commercial insurance. We have been around since 2005 and have grown significantly every year. We take our business and goals (but NOT ourselves) very seriously. We love working hard, and we have fun doing it!/span/p pspan style="font-family: 'Arial',sans-serif;" /span/p pspan style="font-family: 'Arial',sans-serif;"Additional position details:/spanbr//p pspan style="font-family: 'Arial',sans-serif;" /span/p pspan style="font-family: 'Arial',sans-serif;"Job Type: Full-time/spanbr//p pspan style="font-family: 'Arial',sans-serif;"Pay will be based on your skills and experience- span style="color: #196b24;"$24.31 to $26.99 / hour (That's $50,564.80 $56,139.20/ year.)/span/span/p pspan style="font-family: 'Arial',sans-serif;" /span/p pspan style="font-family: 'Arial',sans-serif;"Benefits:/spanbr//p ul lispan style="font-family: 'Arial',sans-serif;"15 days (120 hrs.) PTO available upon hire date/spanbr//li lispan style="font-family: 'Arial',sans-serif;"401(k) with Employer match up to 4%, available immediately/spanbr//li lispan style="font-family: 'Arial',sans-serif;"Health/Dental/Vision Insurance/spanbr//li lispan style="font-family: 'Arial',sans-serif;"Short-Term Disability, ADamp;D and Life Insurance/spanbr//li lispan style="font-family: 'Arial',sans-serif;"Paid Maternity leave/spanbr//li lispan style="font-family: 'Arial',sans-serif;"Paid Parental Leave/spanbr//li /ul pspan style="font-family: 'Arial',sans-serif;" /span/p pspan style="font-family: 'Arial',sans-serif;"Check us out on our website and on social media:/spanbr//p ul lia href="********************************** rel="noopener noreferrer"span style="font-family: 'Arial',sans-serif;"“About Us” on our website/span/abr//li lia href="************************************************************************************************** rel="noopener noreferrer"span style="font-family: 'Arial',sans-serif;"“Less germs, more hugs”/span/aspan style="font-family: 'Arial',sans-serif;" - our team shares the perks of working from home/span/li lia href="******************************************* rel="noopener noreferrer"span style="font-family: 'Arial',sans-serif;"Facebook/span/aspan style="font-family: 'Arial',sans-serif;" span /span/spana href="******************************************* rel="noopener noreferrer"span style="font-family: 'Arial',sans-serif;"******************************************************* lia href="************************************ rel="noopener noreferrer"span style="font-family: 'Arial',sans-serif;"************************************************ lia href="************************************************ rel="noopener noreferrer"span style="font-family: 'Arial',sans-serif;"************************************************************ /ul
    $24.3-27 hourly 19d ago
  • Claims Assistant

    Advocates 4.4company rating

    Remote Claims Service Specialist Job

    At Advocate, our mission is to empower Americans to obtain the government support they've earned. Advocate aims to reduce long wait times and bureaucratic obstacles of the current government benefits application process by developing a unified intake system for the Social Security Administration, utilizing cutting-edge technologies such as artificial intelligence and machine learning, crossed with the knowledge and experience of our small team of EDPNA's and case managers. We are seeking a Claims Assistant to play a key role in ensuring smooth case management and operational support at Advocate. In this position, you will handle a variety of important administrative tasks, from managing incoming communication to scheduling appointments for case managers. You'll ensure that our administrative processes flow efficiently, contributing directly to the success of our mission. If you're organized, detail-oriented, and enjoy working in a fast-paced environment, this could be the perfect opportunity for you to make a meaningful impact. Job ResponsibilitiesEnsure the Social Security Administration (SSA) has processed representative forms and provided access to Electronic Records Express (ERE).Manage a high volume of incoming mail as the company continues to grow.Handle calls and texts to the client care team's dedicated 888 line.Schedule appointments for case managers to keep operations on track.Request medical source statements and assist with other administrative tasks to ensure smooth process flow. QualificationsStrong administrative and clerical skills are essential.Prior experience with Social Security disability is preferred but not required.Highly organized and capable of managing multiple tasks efficiently.Strong attention to detail and task-oriented mindset.Ability to thrive in a fast-paced and growing work environment. This is a remote position and Advocate is currently a fully remote team. Advocate is an equal opportunity employer and values diversity in the workplace. We are assembling a well-rounded team of people passionate about helping others and building a great company for the long term.
    $35k-39k yearly est. 38d ago
  • Grounds & Nursery Services Specialist 3 - Facilities

    South Puget Sound Community College 3.8company rating

    Remote Claims Service Specialist Job

    South Puget Sound Community College (SPSCC) seeks a highly motivated and qualified candidate for the Grounds & Nursery Services Specialist 3 position. The Facilities Department reinforces the mission to support student success, founded on the principle that the physical environment supports the human environment. This position ensures that facilities are adequate, accessible, safe, and efficient to promote teaching and learning. South Puget Sound Community College is committed to increasing its cultural diversity with an emphasis on equity and inclusion among its professional staff. A firm understanding of anti racist policy development coupled with the skills to eliminate barriers that harm underrepresented people is a college requirement. The students that we serve come from a variety of backgrounds. On average, 43% of SPSCC students are people of color. We strongly encourage members of the underrepresented groups, veterans, and bi- or multi-lingual individuals to apply for this position to help meet the needs of our diverse students and service district. And if that isn't enough? We also offer: * A healthy work/life balance for our employees with the opportunity for flexible work schedules and remote work, depending on position and college needs * Fine dining in the Percival Room, offering vegetarian, vegan, and gluten-free choices as part of our Culinary Arts and Baking & Pastry Arts programs * The Clipper Coffee Corner serving Batdorf & Bronson coffee and a selection of delicious food items from our baking/culinary students * A brand new Health & Wellness Center * FREE Bus service every 15 minutes to downtown Olympia and beyond * FREE parking on our campuses - permits are not required * On-campus child care * Percival Creek, which runs beneath our campus footbridge, provides year-round beauty and views of Chinook, Coho, and chum salmon pass through each fall * Many walking paths that are marked and on nicely paved sidewalks * SPSCC promotes wellness with a variety of different workshops and events on campus * Lots of activities with our Artist & Lecture series, which are FREE for staff and faculty * Many community events in the Kenneth J. Minnaert Center for the Arts * Employee Resource Groups (ERGs) that offer an opportunity for SPSCC employees to gather and connect around issues that define them personally, and which affect their work at the College and their professional development. Current Employee Resource Groups include: * Staff and Faculty of Color (SFOC) ERG - an employee network which strives to create an intentional and relational foundation for community and trust building across different groups through shared values. * The LGBTQIA+ ERG creates a space for LGBTQIA+ staff and faculty at the college to share resources, build support and community, and work towards greater equity and accessibility. Duty: Grounds Work Tasks include: * Maintains landscaping, including mowing, line trimming, edging, raking, and weeding in planting beds. * Plans, prepares, plants, feeds, waters, prunes, and maintains lawns, flower beds, sports fields, and landscaped areas. * Operates and maintains all power equipment and hand tools pertaining to grounds work. * Operates and maintains the assigned vehicle. Duty: Greenhouse Tasks include: * Prepare bedding areas by sterilizing and mixing soils, cleaning bedding tables, and sterilizing pots and containers used in nursery culture. * Diagnoses and treats plant diseases and pests. * Propagates plants by cutting, seeding, grafting, layering, and budding. Duty: Other Tasks include: * Formulates and presents recommendations for layout or improvements of grounds. * Supervise DOC crews. * Maintains adequate supplies and materials inventory. * Other duties as assigned. Duty: Maintains Tasks include: * Operates plows, sanders, tractors, skid steer, lot cleaning equipment, large blowers, boom lifts, and vacuum trailers. * Repair, maintain, and operate various grounds mechanical equipment, systems, and apparatus. * Installs, maintains, repairs, and adjusts sprinkler systems and control devices. * Cleans and maintains storm lines, vaults, and drains. This position will work primarily in an outdoor environment and requires manual dexterity, mobility, and moderate physical effort. Must be able to stand and walk for long periods of time outdoors in all types of weather; bend, climb, and reach; and lift, pull, or push objects weighing up to 65 pounds. Duties must be performed in a safe manner and with the use of proper Personal Protective Equipment (PPE). Monday - Friday; 6 am - 2:30 pm. May be required to respond to after-hours emergencies. e.g. inclement weather events. Minimum Qualifications * Two years of applicable experience or training involving grounds maintenance, gardening, plant care, cultivation, and landscape installation. * Ability to communicate clearly and effectively both in writing and orally. * Ability to exercise good judgment in evaluating situations, solving problems, and making decisions. * Ability to work well with others and function as a team member. * Experience working independently; ability to prioritize multiple tasks and accommodate interruptions is essential: a strong aptitude for attention to detail. * Must be able to stand and walk for long periods of time outdoors in all types of weather; bend, climb, and reach; lift, pull, or push objects weighing up to 65 pounds. * Experience with and ability to climb ladders and operate heavy machinery. Must be able to work in an environment that values a diverse group of students, faculty, and staff. * Must have a valid WA State Driver's License and meet WA State driving requirements. * Cover letter addressed to the Screening Committee highlighting your ability to perform the responsibilities and competencies described in the job posting. * Current resume/CV showing all educational and professional experience, which demonstrates how you meet the minimum and any preferred qualifications. Top candidates will be notified directly to interview for this position. Selection will be based on the applicant's knowledge, skills, and abilities to perform the duties listed in this job posting as identified in the materials requested above. Applications with comments directing the reader to see attachments will be considered incomplete. Veterans Preference Applicants who meet the minimum qualifications and are wishing to claim Veterans Preference should redact their personally identifiable information from a copy of their United States Department of Veterans Affairs honorable discharge documentation and email it to ********************** with the job number for which they are applying in the subject line. Background Check Condition of Employment Employment with the college is contingent upon the successful completion of a comprehensive background check. Any adverse information will be considered on a case-by-case basis and does not automatically preclude a candidate from employment. Bargaining Unit This position has been designated as a bargaining unit position represented by the Washington Federation of State Employees. South Puget Sound Community College values diversity and is an Equal Opportunity Employer and Educator South Puget Sound Community College provides equal opportunity in education and employment and does not discriminate on the basis of race, color, national origin, age, disability, genetic information, sex, sexual orientation, marital status, creed, religion, or status as a veteran of war. Prohibited sex discrimination includes sexual harassment (unwelcome sexual conduct of various types). SPSCC provides reasonable accommodations for qualified students, employees, and applicants with disabilities in accordance with the Americans with Disabilities Act and Federal Rehabilitation Act. The following person has been designated to handle inquiries regarding non-discrimination policies, Title II and Title IX, Samantha Dotson, Executive Human Resource Officer /Title IX Coordinator, ************, ***************, Building 25, Room 220, 2011 Mottman Rd SW, Olympia, WA 98512; South Puget Sound Community College is a smoke-free/drug free environment. Applicants needing accommodation in the application process in an alternative format may contact the Human Resources office at **************.
    $33k-37k yearly est. Easy Apply 60d+ ago
  • Claims Assistant, Workers' Compensation

    Keenan & Associates 4.8company rating

    Remote Claims Service Specialist Job

    Responsible for assisting Examiners in every aspect of claims administration. The Claims Assistant will identify, prevent and mitigate potential penalties as well as deliver 3 point contact. Keenan, an Accretive company, is an insurance brokerage and consulting firm meeting the insurance needs of hospitals, public entities and California school districts. Keenan specializes in providing consulting services in the areas of: employee benefits, workers' compensation, loss control, financial, and property & liability. What You'll Do * Input data entry on all new claims. * Provide indemnity payments and cycles. * Request wage statements and wage statement calculations. * Identify, prevent and mitigate potential penalties. * Deliver 3-point contact (MO &/or Indemnity files) to verify the mechanics of the injury, compensability and discharge. * Review all DWC letters (initial notices). * Input form letters (30 day closing letters when appropriate). * Calculate and pay mileage and benefits. * Verify lost time and waiting periods. * Review and manage modified duty. * Perform maintenance of current diary. * Input basic notes relating to claim, status and treatment. * Identify issues requiring conversion to Indemnity to include supporting documentation. * Refer all x-rays and diagnostic services to PRIME for utilization review. * Process medical bills daily to avoid penalty and interest. * Investigate all questionable claim circumstances and refer to the examiner when needed. * Maintain 100% closing ratio. * Return phone calls within 24 hours. * Review mail/bills daily - paperless system. * Correct error report daily. * Maintain client/claimant satisfaction. * Perform indemnity payments and cycles. * Request wage statement and wage statement calculations. * Input all DWC (Division of workers' compensation) letters (notice, including denials). * Process QME (Qualified medical evaluator) to receipt of report. * Type Stipulations, mail to employee and WCAB (Worker's compensation appeals board). * Type Compromise & Release and mail to the employee and WCAB. * Schedule appropriate medical appointments, calculate mileage, and send appointment letters. * File and serve appropriate documents. * Complete investigation and copy service request forms. * Refer all PRIME deletions to office designee only. * Complete IMR (Independent Medical Review) and process in a timely and accurate manner. * Interact with nurse on case management regarding return to work status. * Maintain and update Work Status tab. * Input statute letters, delay letters, or any other required initial letter. * Interaction with nurse on case management regarding return to work status. * Other duties as assigned. What You'll Need * Minimum of one (1) year of Claims Assistant experience preferred. * Ability to multitask, communicate effectively in writing and verbally, within all aspects of job requirements. * Experience in insurance and/or Workers Compensation claims is preferred. * Proficient in Microsoft Outlook, Excel, PowerPoint and Word. Adept at accessing business data from the Internet when required. What's in it For You? To help you make the best decision for your personal growth, it's important to us to share a glimpse of what we offer our top asset, our people: * Competitive base salary. * Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days. * Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options. * Company match 401(k) plan - 50% up to 6%! * Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers. * Opportunity to prioritize your mental health with 24/7 access to licensed therapists. * Pet benefits & discounts. * Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout our company. Compensation: The target salary range for this position is $42,000.00 to $52,000.00 (US Dollar) annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location. Remote work environment flexibility but must reside in California. Grow, with us Accretive is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust. Accretive is passionate about fueling our clients' innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive. We are proud to be one of the largest brokers in the country, but we're even prouder of the honest, caring relationships that our employees build with our clients every day. Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. Accretive is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. Accretive is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!
    $42k-52k yearly 4d ago
  • Insurance Services Specialist

    ARU

    Remote Claims Service Specialist Job

    Job Description Founded in 2016, ARU has quickly risen to become the U.S. leader in E&S Property insurance product development, underwriting, loss control, and technology. In 2021, ARU was acquired by the international carrier group Accelerant Holdings. Developments include the creation of an internal unit that provides white-labeled product development/underwriting/technology services to carriers and the creation of a claims-handling subsidiary Agribusiness Risk Services (ARS). 2024 marked ARU's 5th consecutive year of > 40% growth, generating a healthy and sustainable underwriting profit. 2025 kicked off by expanding ARU's capabilities by launching new products: The Commercial Property Program is built to participate in shared and layered placements. RISE (Risk Intake and Service Engine) is ARU's new proprietary technology suite. E&S Farm, Ranch, and Rural Estate package, the first and only in the United States. JOIN OUR TEAM! ARU is experiencing rapid growth. We are seeking fast-learning, detail-oriented insurance professionals to join our team, supporting the Operations, Claims, and Underwriting areas. ARU rewards high-performing team members with growth opportunities and supports ongoing personal and professional development. We invest in people! A few words from ARU's CEO, Will Johnson: "I started ARU in 2016 at ground zero, with zero customers, zero revenue, and one big foundational idea: other market participants were operating fundamentally flawed models that were not sustainable. A completely new approach was needed -- an approach that looked ahead instead of backward and was based on the best available science, data, and technology. Fast forward to today, and the evidence suggests my original assessments were right on point. Not only has the overall property insurance market been reeling due to years of under-pricing and insufficient risk assessment practices, but many of ARU’s competitors' unsustainable practices have caught up to them, and they have been forced to leave the space outright. Meanwhile, ARU is strong, thriving, and growing. Our success is not based on AI, Machine Learning, Blockchain, or any other buzzword. ARU is a company built on PEOPLE - people committed to being subject matter experts and operating with disciplined precision. If joining the leadership team at the best specialty insurance organization in the U.S. is an intriguing professional opportunity, I invite you to reach out to us." WHAT WILL YOU DO? Participate as a key member of the team, the Insurance Services Specialist will deliver operational and administrative support across the claims, underwriting, and operations teams throughout the policy lifecycle. Responsibilities include claims intake, document and communication handling, payment processing, regulatory reporting, and customer service. Duties include, but are not limited to: Provides operational and administrative support to the claims, underwriting, and operations teams of the ARU Group. Performs intake of newly reported claims and new vendors. Manages communications with policyholders, internal stakeholders, brokers, vendors, and other third parties. Prepares and maintains reports, presentations, and documentation for internal & external use. Administers and manages payment processing. Assists in stakeholder support, requirements gathering, and project coordination. Organizes, attends, documents, and participates in stakeholder meetings, following up on project tasks. Masters the use of ARU standardized hardware, software programs, third-party software, and processing procedures. Performs other duties as assigned. WHAT YOU NEED TO BE SUCCESSFUL: High school diploma or equivalent required; Associate's or Bachelor’s degree preferred. Previous experience in operations, administrative, or customer service roles is required. Prior experience with and a working knowledge of property insurance is highly preferred. Strong multitasking skills and the ability to prioritize effectively are essential to stay organized and meet deadlines. Proficiency in Microsoft Office and Google Workspace is required. Experience in claims or policy management systems is a plus, but not required. Ability to thrive in a matrix reporting environment and manage competing priorities. Ability to maintain strict confidence in data and sensitive information within assigned work. Exceptional personal organization, time management, and record-keeping skills. Proven ability to take ownership of assigned responsibilities and accompanying results. Excellent critical thinker and problem-solver under pressure. Perform with a high level of polish and professionalism in all spoken and written communications, addressing all interactions tactfully. Complete all duties with a sense of urgency, thoroughness, and accuracy, recognizing that how we work and interact with others is just as important as what we do. REMOTE WORK STANDARDS: Adherence to remote-work standards is required, which includes but is not limited to: Maintain a professional home-office set-up with desk, chair, and space to work. (Technical equipment provided). Have reliable high-speed internet. Ensure office space is an enclosed, separate, non-shared room free from distractions, including members of the household or pets. Must be willing and able to work either EASTERN or CENTRAL business hours (8-5). WHY ARU? Come work with top-tier professionals in a collaborative environment, dedicated to being the "best in the world." As a fast-growing, technology-based company, each team member plays an important role in our success. We Offer: 100% Remote Competitive salary Generous annual bonus opportunity Benefits: Medical ARU covers employees' deductibles at 100% via employer-paid HSA contribution Dependent(s) coverage available at the applicable premium rate Health Spending Account (HSA) Dental Vision Dependent Care Flexible Spending Account Company-paid Life & AD&D coverage Paid Time Off 10 Paid Company Holidays 401(k) with Company match %; immediately vested Professional Development Reimbursement CULTURE & HISTORY: We demand excellence from ourselves and those around us; we work accurately and thoroughly, but also with a great sense of urgency; we are excellent critical thinkers and creative problem solvers; we contribute cheerfully to ARU’s environment of collaborative brainstorming and respectful debate; we love to explore and experiment, and we are comfortable occasionally blazing a trail that ends up being a “bridge to nowhere” -- just as long as we fail fast, pivot appropriately, and become tougher and smarter as a result; we love to learn, read, and grow as human beings; we believe in science-based truths, and we know there is no such thing as an alternative fact. ARU was founded on principles of creativity and innovation to use expertise, engineering, and technology to disrupt the legacy marketplace. Our core mission is to deliver a superior experience to our policyholders while also maintaining sustainability and consistency in writing historically challenging classes of business. To do so, we build and deploy 100% proprietary insurance products, we invest heavily in property loss prevention engineering and research, and we develop home-grown software and other technology. We also focus on collaborative broker and policyholder relationships, which allow us to deliver shared victories for all stakeholders. ARU is part of the Accelerant Insurance family: ********************* ARU is an Equal Opportunity Employer. For application assistance, please contact HR@aru.solutions Powered by JazzHR Y7z2SCKhj6
    $31k-55k yearly est. 9d ago
  • Insurance Service Specialist

    AAA Club Alliance 4.3company rating

    Remote Claims Service Specialist Job

    The starting base compensation for this position is $15.78 to $30.26 hourly. The base pay range shown is a guideline for compensation and ultimate salary offered will be based on factors such as applicant experience and geographic location. This position is fully remote, but candidates MUST RESIDE in one of the following states: CT, PA, NJ, MD, DE, VA, WV, KY, OH, IN, KS, OK or SD Active Property and Casualty License or Personal Lines License required Become part of AAA's established & trusted brand! We've been serving our members for over 100 years Ability to quote and sell through multiple carriers Monthly bonus potential Computer equipment provided by AAA Club Alliance AAA Total Rewards Package includes: A competitive hourly rate, depending on experience 3+ weeks of Paid Time Off 8 Paid Holidays 401(k) plan with employer match up to 7% Medical, Dental, Vision and Prescription coverage FREE AAA membership (inclusive of product & service discounts) FREE Life Insurance An in-house virtual training program The ideal candidate will have: High school diploma or equivalent 2+ years of customer service and/or sales experience in an insurance environment Call Center experience preferred Active Property and Casualty License or Personal Lines License Membership license required or ability to obtain license within 90 days of employment. Schedule Requirements: Mon - Fri, 10:00am to 6:00pm EST, with at least 1 Saturday a month on a rotating schedule The primary duties of the Policy Retention Specialist are to: Execute and facilitate insured's service requests accurately and timely, while anticipating the sale for account rounding and cross-selling opportunities Counsel the policyholder concerning appropriate coverage, policy limits, payment options and state laws that will best meet their needs Work with policyholders from the agencies existing book of business through inbound telephone calls, direct mail, and email to review policies prior to renewal. Review and update policy to enhance retention and better meet the needs of the consumer. Serve as liaison between the customer, sales agent and manager to ensure timeliness of responses and compliance with established company policies and procedures. Counsel the members and non-members regarding membership benefits in correlation with insurance products. ACA is an equal opportunity employer and complies with all applicable federal, state, and local employment practices laws. At ACA, we are committed to cultivating a welcoming and inclusive workplace of team members with diverse backgrounds and experiences to enable us to meet our goals and support our values while serving our Members and customers. We strive to attract and retain candidates with a passion for their work and we encourage all qualified individuals to apply. It is ACA's policy to employ the best qualified individuals available for all positions. Hiring decisions are based upon ACA's operating needs, and applicant qualifications including, but not limited to, experience, skills, ability, availability, cooperation, and job performance. Job Category: Admin - Clerical
    $15.8-30.3 hourly 60d+ ago
  • Licensed Insurance Sales and Service Specialist - P&C

    AAA Minneapolis Insurance Agency 3.7company rating

    Remote Claims Service Specialist Job

    Job Description Join AAA Minneapolis Insurance Agency, a distinguished name in the insurance industry, where innovation meets personalized service. This hybrid role is ideal for a licensed insurance professional who thrives in both service and sales environments. The Insurance Sales & Service Specialist provides exceptional customer service to existing clients by responding to insurance-related inquiries, processing policy changes, and guiding clients through billing, claims, and coverage options. In addition to service responsibilities, this individual is expected to transition calls into consultative sales opportunities, conduct Personal Insurance Reviews, and help clients better understand their insurance needs. Are you newly licensed in the insurance industry? Great, your base salary will start around $48,000 and first-year commissions and bonus are expected to be around $20,000 Are you an experienced insurance sales veteran looking for a change of scenery? Your base salary will start around $55,000 and our top earners made $30,000 in commission and bonus last year. Benefits Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Work from Home Flexible Schedule Health Insurance Dental Insurance Vision Insurance Mon-Fri Schedule Hands on Training Parental Leave Disability Insurance Life Insurance Career Growth Opportunities Retirement Plan Responsibilities Handle inbound calls and inquiries related to billing, coverage, claims, and policy changes while delivering exceptional customer service that aligns with AAA standards. Transition service conversations into consultative sales opportunities by identifying coverage gaps and recommending additional insurance products across auto, home, umbrella, and life lines. Conduct Personal Insurance Reviews on all qualifying service interactions to ensure clients have adequate and up-to-date protection. Accurately process policy endorsements, cancellations, reinstatements, and other account changes, maintaining detailed documentation in the agency management system. Meet or exceed performance metrics related to cross-selling, customer retention, and quality assurance through proactive client engagement and timely follow-ups. Requirements Property & Casualty insurance license required. Life and Health preferred Strong interpersonal, presentation and communication skills via phone, email & in person Solid analytical and problem-solving skills Strong knowledge in sales & service techniques
    $48k-55k yearly 9d ago
  • Sales and Service Specialist

    Kevin L Freidig Agency

    Remote Claims Service Specialist Job

    Sales and Service Specialist Are you passionate about sales and customer service? Do you find nourishing, building, and maintaining customer relationships rewarding? Do you see yourself as a brand ambassador, dedicated to supporting the products and services you offer? If these values resonate with you, we invite you to apply for our Sales and Service Specialist opportunity today. Job Description: Join the Kevin L. Freidig Agency, Inc with American Family Insurance in Littleton, CO! We are looking for empathetic, dynamic individuals with superb customer service skills to join our team. As a Sales and Service Specialist, you will develop knowledge of the local market, prospect for new business, and use consultative selling techniques to meet customer needs. This can be a part-time or full-time position and involves writing new business, quoting policies, making policy changes, and providing exceptional service. What You'll Do: Build and maintain strong relationships with customers. Prospect and develop new business opportunities. Use consultative selling techniques to understand and meet customer needs. Provide quotes, write new business, and manage policy changes. Deliver outstanding customer service to ensure client satisfaction. What We're Looking For: High school diploma or equivalent One year of experience in customer service or a sales environment is preferred but not required. Property and Casualty and Life insurance license preferred. If not currently licensed, must obtain an insurance license before starting employment. Cost to obtain license is reimbursed. What We Offer: Competitive pay rate from $40K/year depending on experience plus commissions and bonus opportunities. Paid training and development Paid Time Off 401K with matching A supportive, inclusive work environment that values your ideas and experiences. Why Join Us: At Kevin L. Freidig Agency, Inc we believe people are our most valuable asset. We are committed to growing a diverse and inclusive culture where innovation thrives. We strive to inspire, protect, and restore our customers' dreams in ways never imagined. From our CEO to our agency force, we support each other in creating a positive impact. The Sales and Service Specialist is a staff member working for the agency owner and is not an employee of American Family Insurance. Flexible work from home options available.
    $40k yearly 24d ago
  • Homeowner Services Lending Specialist

    Mac's List

    Remote Claims Service Specialist Job

    Homeowner Services Lending Specialist Department: Homeowner Services Department Reports to: Director of Homeowner Services Schedule: Monday - Friday 9AM - 5PM or 8am - 4pm, occasional Saturdays, some remote work available. Salary and benefits: Salary: $55,000, dependent on experience and skills. Benefits include paid medical and dental insurance, paid holidays, paid time off, and matching retirement contributions. Work from home/office/hybrid schedule, with limited work from home hours, depending on position. Summary: At Evergreen Habitat for Humanity, we believe in a world where everyone has a safe and decent place to live. Through volunteer labor and tax-deductible donations of money and materials, Habitat builds and rehabilitates simple, decent houses with the help of the homeowner. Habitat houses are sold to families at no profit, financed with affordable loans building strength, stability and self-reliance through shelter. Position Overview: The Homeowner Services Lending Specialist will be part of a team that serves as contact for partnering lenders. Will assist Homeowner Service Manager with workflow and serve as a liaison between Habitat partner applicants and lenders. Work with department staff and assist with contacting community partners, helping with data entry collection and organization of file management. Stellar customer service a must. About us: We recognize that requirements for educational and experience minimums create unnecessary barriers for under-served populations in pursuing employment opportunities in which they may be successful. In considering this alongside our Equity practices, we will focus on candidates' abilities to excel based on the position's responsibilities. We strongly encourage you to apply, even if you do not believe you meet every one of the qualifications described. We are interested in candidates that have a strong sense of service to the community and have the same desire to help promote affordable housing for everyone. Responsibilities: Lending Specialist * Be able to be qualified with Habitat for Humanity's program as a Qualified Loan Originator within six months of hire. * Communicate effectively and professionally with lenders in a timely manner, ensuring smooth transactions between the lenders and Habitat clients. * Support data collection initiatives by entering and cleaning program data to ensure data is inputted correctly and keeping up with the fast-paced changes through the homebuying process. * Collaborating, maintaining and update HomeKeeper database with home sale information, historical data, and in progress applications for the home ownership process. * Maintain information for lender updates, application tracking, and all client data while ensuring client's private information is properly protected under lending laws, while providing outstanding customer service to our applicants. * Serve in a file settlement capacity, working closely with the Director of Homeowner Services, ensuring timely turnaround times for several government reimbursement programs. Program Support * Strong ability to work under pressure and be deadline driven. * Process applications for Habitat homeownership programs, including document collection and financial review of applicants. * Ensure documents are sent, scanned, or amended during the lending process in a timely manner. * Ensure all lending documents are correct with the correct data and information. * Weekly check ins with lenders to maintain a collaborative relationship with lender and clients during the lending process. * Support program staff with administrative tasks, including onboarding, preclosing, contacting program participants about their partnership with EHFH, especially during the lending process. * Answer phone calls and field questions about Habitat's programs and application processes. * Support planning and coordination of department events and classes, both virtual and in-person, including scheduling interpreters, ensuring documents are translated for clients, reserving rooms, and sharing public speaking duties with other staff. * Working with community partners such as Save First, and other community partners to ensure applicants and homebuyers are prepped for lender and overall homeownership success. Other Duties * Create and sustain strong working partnerships with other staff members and contribute to Habitat's culture of teamwork and collaboration, including working closely with the Construction Department. * Other duties as assigned by Homeownership Manager and Director of Homeowner Services. * Staying up to date with QLO certification, as well as continuing educational material that will support and improve our homeowner services programs. * Send out mailed materials for the Homeowner Services Program such as applications, letters (denial/next phase/etc), and other materials. Required Knowledge, Skills, and Experience: * Lending experience a plus. * Spanish or Russian speaking preferred. * Excellent math and attention to detail ability. * Experience working with people of low/moderate incomes from diverse backgrounds in a social service or housing organization. * Commitment to serving families and individuals with low-incomes and advancing the critical call for affordable homeownership. * Strong analytical, organizational, and planning skills and the ability to think strategically. * Excel at prioritizing and managing various projects and deadlines; attention to detail a must. * Comfortable working in a collaborative environment, as part of a team as well as independently. * Excellent written, patient and oral communication skills, effective with diverse audiences. * Highly proficient in Microsoft Office programs and willingness to learn other software such as Bold Sign, HomeKeeper, Canva, CIC Credit Software, and SmartVault. * Able to work nights and weekends occasionally. Work Environment and Physical Demands * Human-paced, open, team-oriented, business casual office * The employee will routinely use standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines * This is largely a sedentary role with some filing work, which requires the ability to lift files, open filing cabinets, bend, and stand on a stool as necessary * This position may have occasional local travel - typically to educational events, or community partner events to promote our homeownership program and repair program. To Apply: Submit resume, cover letter and the names and contact information of three professional references to ****************. This position has an immediate need to be filled. Accepting cover letters and resumes from May 28 - June 13th. Interviews will be conducted from June - 13th - 20th. Hiring decision will be made by June 23rd, with an anticipated start date of July 1st. A background check, including criminal records and sex offender registry, will be conducted prior to offer of employment. Equal Employment Opportunity: Evergreen Habitat for Humanity is an equal opportunity employer and seeks to employ and assign the best qualified personnel for all our positions in a manner that does not unlawfully discriminate against any person because of race, color, creed, religion, gender, marital status, age, national origin, political ideology, citizenship, the presence of any sensory, physical or mental handicap, sexual orientation, veteran/reserve national guard status, or any other status or characteristic protected by law. Listing Type Jobs | Hybrid Categories Business (General) | Clerical/Administrative | Communications | Customer Service | Finance | Nonprofit | Office | Real Estate Position Type Full Time Experience Level Mid Level Employer Type Direct Employer Salary Min 55000 Salary Max 55000 Salary Type /yr.
    $55k yearly Easy Apply 4d ago
  • Pharmacy Claims Representative - Patient Financial Services-2

    Centerwell Home Health

    Remote Claims Service Specialist Job

    Become a part of our caring community and help us put health first The Pharmacy Claims Representative 2 adjudicates pharmacy claims and process pharmacy claims for payment. The Pharmacy Claims Representative 2 performs varied activities and moderately complex administrative/operational/customer support assignments. Performs computations. Typically works on semi-routine assignments. The Pharmacy Claims Representative 2 analyzes and answers inquiries regarding pharmacy claims adjudication, including method of payment, co-pay or deductible amounts, and/or reason for denial. Decisions are typically focus on interpretation of area/department policy and methods for completing assignments. Works within defined parameters to identify work expectations and quality standards, but has some latitude over prioritization/timing, and works under minimal direction. Follows standard policies/practices that allow for some opportunity for interpretation/deviation and/or independent discretion. Use your skills to make an impact Required Qualifications * Less than 2 years of technical experience * Less than 5 years of data analysis & problem solving skills * Comprehensive knowledge of all Microsoft Office applications, including Access, Word, Excel and PowerPoint * Strong verbal and written communication skills, including the ability to tailor communication to audience * Strong organizational and time management skills * Ability to handle multiple tasks, meet deadlines, and follow-up timely * Must be passionate about contributing to an organization focused on continuously improving consumer experiences Preferred Qualifications * High School Diploma or GED * Previous experience with pharmacy benefits management * Claims experience * Knowledge/experience working with SQL (via MS SQL Server, Oracle, PL/SQL or other) * Pharmacy Tech Certification/Experience * Fluency in Spanish Additional Information Interview Process: As part of our hiring process for this opportunity, we will be using an interviewing technology called HireVue to enhance our hiring and decision-making ability. HireVue allows us to quickly connect and gain valuable information from you pertaining to your relevant skills and experience at a time that is best for your schedule. Work at Home Requirements: To ensure Home or Hybrid Home/Office employees' ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria: At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is recommended; wireless, wired cable or DSL connection is suggested Satellite, cellular and microwave connection can be used only if approved by leadership Employees who live and work from Home in the state of California, Illinois, Montana, or South Dakota will be provided a bi-weekly payment for their internet expense. Humana will provide Home or Hybrid Home/Office employees with telephone equipment appropriate to meet the business requirements for their position/job. Work from a dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information SSN Alert: Humana values personal identity protection. Please be aware that applicants may be asked to provide their Social Security Number, if it is not already on file. When required, an email will be sent from ******************** with instructions on how to add the information into your official application on Humana's secure website. Scheduled Weekly Hours 40 Pay Range The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc. $37,200 - $51,200 per year Description of Benefits Humana, Inc. and its affiliated subsidiaries (collectively, "Humana") offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities. About us About CenterWell Pharmacy: CenterWell Pharmacy provides convenient, safe, reliable pharmacy services and is committed to excellence and quality. Through our home delivery and over-the-counter fulfillment services, specialty, and retail pharmacy locations, we provide customers simple, integrated solutions every time. We care for patients with chronic and complex illnesses, as well as offer personalized clinical and educational services to improve health outcomes and drive superior medication adherence. About CenterWell, a Humana company: CenterWell creates experiences that put patients at the center. As the nation's largest provider of senior-focused primary care, one of the largest providers of home health services, and fourth largest pharmacy benefit manager, CenterWell is focused on whole-person health by addressing the physical, emotional and social wellness of our patients. As part of Humana Inc. (NYSE: HUM), CenterWell offers stability, industry-leading benefits, and opportunities to grow yourself and your career. We proudly employ more than 30,000 clinicians who are committed to putting health first - for our teammates, patients, communities and company. By providing flexible scheduling options, clinical certifications, leadership development programs and career coaching, we allow employees to invest in their personal and professional well-being, all from day one. Equal Opportunity Employer It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or veteran status. It is also the policy of Humana to take affirmative action to employ and to advance in employment, all persons regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.
    $37.2k-51.2k yearly Easy Apply 60d+ ago
  • Claims Assistant

    Assuranceamerica 4.1company rating

    Remote Claims Service Specialist Job

    JOIN THE ASSURANCEAMERICA TEAM Do you want to be part of an organization where you are valued, and your ideas and opinions have an impact? Join the AssuranceAmerica team. For more than 25 years, AssuranceAmerica has provided superior property and casualty insurance products through contracted independent agents and directly to customers. Our team succeeds through diversity of thought, experiences, skills, and backgrounds. Claims Assistant Responsible for providing support and expertise as needed while assisting the Claims Management in overseeing all operations and functions; for assisting Claims Adjusters in sending mail, ordering supplies and other duties as assigned. About the ROLE Each day at AssuranceAmerica is different, but as a Claims Assistant , you will: · General handling of claims mail (open, date stamp, scan) · Send checks with documents by certified mail or overnight for Claims Department · Order supplies required for the Claims Department · Maintain and organize Claims Area printers · Assist in preparing reproductions of documents · Organizing events as needed. · Perform routine office support tasks as assigned · Assist any Claim employee who works from home with mail and printed items · Attend and participate in departmental meetings · Support, train, develop, and act as a back up to other areas such as the mail room · Abide by all company or department policies · Perform other duties as assigned by Claims Management About YOU · Communication and analytical ability at a level to interact with associates, managers, agents and vendors. · Demonstrate team building and coordination skills. · Must possess strong interpersonal skills and the ability to present critical information to Senior Management. · Ability to manage multiple priorities and work independently. Must meet company guidelines for attendance and punctuality and professional appearance/decorum. · Associate or bachelor's degree required. · Must possess or have the ability to obtain a notary public license within six months of hire. · Experience working with Microsoft Office products. Preferred · Prior office and/or Customer Service experience preferred. Physical Requirements · Prolonged periods sitting at a desk and working on a computer. · Must be able to lift 15 pounds at times. · Must be able to navigate various departments of the organization's physical premises. About US · We are direct, results-driven, and dedicated to the success of our business and each other. · We are a diverse group of thinkers and doers. · We offer many opportunities to grow in your professional skills and career. · We fight homelessness by directing 5% of our earnings from each policy we sell to organizations that help those in need. We call it our Generous Policy. WHAT WE OFFER · AssuranceAmerica provides these benefits to Associates: o Premium healthcare plans: All full-time Associates and part-time Associates working a regular schedule of 30 hours, or more, are eligible for benefits including Medical, Dental, Vision, Voluntary Life, Flexible Spending Accounts, and a Health Savings Account. o Employer Paid Benefits: We enroll all eligible Associates in Group Life and AD&D Insurance, Short- and Long-Term Disability Plans, Employee Assistance Program, Travel Assist, and the Benefit Resource Card which includes Teladoc™, Pet Insurance and Health Advocate. · Additional Benefits: o 401(k) Employer Match: We want to help you prepare for the future, now. All full-time and part-time Associates over age 21 are eligible to participate in the 401(k) Savings Plan. AssuranceAmerica will match 100% of the first 4% of an Associate's contributions. o Engagement Events. We make time for fun activities that strengthen Associate relationships in all our locations. o Annual Learning Credit: Want to learn something new? We'll reimburse you for approved educational assistance. · Time Off: o Paid Time Off (PTO), Parental Leave Pay, Volunteer Time Off (VTO), Bereavement Pay, Military Leave Pay, and Jury Duty Pay. YOU'RE INVITED TO We believe the right fit is more important than a checklist. If you have most of what we're looking for in this role and our culture and mission speak to you, contact us. We want to hear from you !
    $31k-37k yearly est. 14d ago
  • Private Wealth Service Specialist

    United Community Bank 4.5company rating

    Remote Claims Service Specialist Job

    The Private Wealth Service Specialist is responsible for the day-to-day activities and interaction between the client and United Community Private Wealth in terms of establishment of documentation, accounts, maintenance, and servicing of the relationship. The Private Wealth Service Specialist is also responsible for maintaining a high level of knowledge of products, services, and wealth systems to provide service excellence for our clients. The Private Wealth Service Specialist will maintain awareness of identifying and managing risk and adhering to policies and procedures. Duties and Responsibilities * Services customers by assisting during client onboarding, providing detailed information, and addressing account serving needs. * Assists the Private Banker, Trust Officer, and/or Portfolio Manager by processing and maintaining accurate and complete documentation and providing sales support. * Responsible for identifying, researching, analyzing, and resolving complex problems with accounts related issues. * Maintains an effective rapport with clients and United Community personnel. * Compliance Training: Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc. * Other Duties: This job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice. Knowledge, Skills, and Abilities * Education: High School diploma or equivalent * Experience: 2 or more years of customer service in one of the following areas: * Banking * Investment experience * Trust Administration * Skills: * Strong Interpersonal skills. * Strong written and verbal communication skills * Ability to work in fast paced environment. * Ability to work well independently and in a team environment. * Microsoft suite proficient Supervisory Responsibility This position does not have supervisory responsibility. Working Environment Position requires schedule flexibility to work evenings and weekends as needed. This position requires up to 5% travel. Conditions of Employment: * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position FLSA Status: * Exempt We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    $26k-32k yearly est. 7d ago
  • SHARED SERVICES SPECIALIST - FISCAL/ACCOUNTING (CANDIDATE BANK)

    University of Washington 4.4company rating

    Remote Claims Service Specialist Job

    Multiple UW departments are hiring Shared Service Specialists. Shared Service Specialists play an important role in UW's success as a global leader in education, research and health care. In this collaborative role, you would be part of a Shared Services Unit (SSU), using Workday Finance to provide a mix of financial budgetary and human capital management services to multiple units within a school, college or UW campus. UW is currently redesigning its finance-related policies and processes and Shared Service Specialist's will be at the center of this change, making it an especially rewarding time to join SSUs across the University. JOB RESPONSIBILITIES Shared Service Specialists perform a variety of functions including: Advise client units on fiscal, procurement, travel, accounts receivable, HR/payroll, grant pre-award, grant close, accounting, and other policies and procedures as determined by Shared Services leadership; Complete transactions on behalf of client units in one or more of the following areas: accounting, procurement, travel, accounts receivable, HR/payroll, grant pre- and post-award, and other areas as determined by Shared Services leadership; Analyze fiscal data and report on trends to client units and/or central offices; Develop procedures for implementation, execution, control and review/audit of fiscal operations; Analyze customer service data and other performance metrics to recommend improvement initiatives to shared services colleagues and leadership/governance; and Independently and/or collaboratively research College, UW, State, and Federal processes and policies as appropriate to business needs; Perform other related duties as required. MINIMUM REQUIREMENTS Bachelor's Degree and two years of work experience in fiscal, accounting, or payroll experience, or equivalent combination of education/experience. APPLICATION PROCESS Candidate banks are used to prequalify applicants for Shared Service Specialists openings in multiple departments at the University of Washington. Here is how candidate banks work: After you apply, you will receive an email letting you know if you meet the minimum job requirements. If you meet the minimum job requirements, you will receive an email notice of open Shared Service Specialist positions. The email will include the name of the hiring department, a detailed job description, the work location, additional job requirements (if any) and other details about the position (e.g. part-time or full-time, temporary or regular or eligibility for hybrid or remote work). You will have 5 business days to respond and indicate whether you would like to be considered for the position. If you say yes, your application will be forwarded to the department. If you say no, your application will remain in the candidate bank and you will be notified of future vacancies. You can withdraw from the candidate bank at any time by e-mailing **************. If you were previously disqualified from the Shared Service Specialist candidate bank because you do not meet minimum qualifications, you can add new education or experience to your UWHIRES profile and then request a new review of your application by emailing **************. UW Human Resources will send emails about your Shared Service Specialist application to the email address listed in your UWHIRES applicant profile. Please make sure your UWHIRES profile is up-to-date and watch your email for messages from **************.
    $37k-43k yearly est. Easy Apply 60d+ ago

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