Account specialist jobs in Jupiter, FL

Job Title Customer Retention Specialist - ACA Health Insurance (Licensed) We are seeking a motivated, licensed Customer Retention Specialist to support and retain our Affordable Care Act (ACA) health insurance book of business. This role focuses on building strong relationships with existing policyholders, proactively addressing their needs, and ensuring they maintain the right coverage year after year. Join a fun, high-energy working environment! You must hold an active Health Insurance License to be considered for this position. Key Responsibilities Policyholder Retention & Support Make outbound and receive inbound calls to existing ACA members to review their coverage and encourage policy retention. Conduct annual and periodic coverage reviews with customers to ensure plans still meet their needs and budget. Proactively identify customers at risk of cancelling or lapsing and provide solutions to retain their business. Educate members on plan benefits, networks, and basic ACA concepts (premium tax credits, cost-sharing reductions, etc.) without providing tax or legal advice. Enrollment & Renewal Assistance Assist customers with ACA renewals, plan changes, and updates during Open Enrollment and Special Enrollment Periods. Verify and update customer information to maintain accurate records (income, household size, contact details, etc.). Help members understand important deadlines and the impact of changes on their coverage and subsidies. Compliance & Documentation Follow all CMS, marketplace, and state regulatory guidelines for ACA enrollments and member communications. Accurately document all customer interactions, retention efforts, and outcomes in the CRM and/or agency management system. Protect customer privacy and handle all PHI and PII in compliance with HIPAA and company policies. Collaboration & Performance Work closely with sales, service, and operations teams to ensure a smooth customer experience. Meet or exceed retention, call quality, and productivity targets. Provide feedback and insights on customer trends, common issues, and opportunities for process improvement. Qualifications Required Active Health Insurance Producer License in [State] (or ability to obtain prior to start date). 1-2+ years of experience in customer service, account management, or retention, preferably in health insurance or financial services. Working knowledge of ACA individual and family plans (on- and off-exchange), or strong willingness to learn quickly. Strong verbal and written communication skills, with a professional and empathetic phone presence. Ability to explain complex information in simple, clear language. Comfortable working with call metrics, KPIs, and performance goals. Proficiency with basic computer applications and CRM or agency management systems. Preferred Prior experience working with ACA enrollments on Healthcare.gov or a state-based marketplace. Experience in a call center or high-volume customer contact environment. Bilingual (e.g., English/Spanish) a strong plus. Core Competencies Customer Focus: Genuinely cares about helping people maintain appropriate coverage. Persuasion & Retention Skills: Able to address concerns, handle objections, and present alternatives that keep customers insured. Detail-Oriented: Accurate with data entry, documentation, and compliance steps. Problem-Solving: Quickly identifies issues and offers practical solutions. Resilience: Stays positive and professional when dealing with upset or anxious customers. Team Player: Collaborates well with colleagues and supports team goals. Work Environment & Schedule Monday - Friday 9am - 6pm Full-time position; extended hours and overtime may be required during peak periods such as Open Enrollment. Pay Base of $700 week + commission. $1000+ per week.

Job DescriptionROLE DESCRIPTION: State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our clients. We are currently seeking a dynamic individual to join our team as a Customer Retention/Billing Specialist - State Farm Agent Team Member. Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team. RESPONSIBILITIES: Greet clients, answer phone calls, respond to emails, and handle client inquiries. Manage schedules, book appointments, and maintain office supplies. Prepare and process insurance forms, manage client files, and ensure all paperwork is accurately completed and filed. Enter client information into the agency management system and update records as necessary. Handle billing inquiries, process payments, follow up on overdue accounts. Act as a liaison between clients and agents, ensuring clear and effective communication. Assist in organizing marketing events, preparing promotional materials, and managing social media accounts. Provide preliminary assistance to clients in the claims process, ensuring proper documentation and communication with claims adjusters. BENEFITS: Monthly Bonuses based on performance Opportunity for advancement Paid time off Health Insurance Retirement Plan Training & development QUALIFICATIONS: Must be able to obtain FL 4-40 Customer Representative License Knowledge of Citizens and EasyLink a must. Previous insurance experience preferred (State Farm) Previous administrative or customer service experience, preferably in an insurance or financial services setting. Proficiency in Microsoft Office Suite and familiarity with agency management software. Excellent verbal and written communication skills. Strong organizational skills with the ability to multitask and prioritize tasks effectively. Friendly and professional demeanor with a strong focus on customer satisfaction. High level of accuracy in data entry and document preparation. Ability to work independently, handle client issues, and find effective resolutions. If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.

Opportunity SMArtX Advisory Solutions, a fast-growing and innovative financial technology company located in West Palm Beach, Florida, is seeking a New Client Onboarding Specialist to join our Client Success team. This role is focused on ensuring a seamless onboarding experience for new clients, overseeing account activations, and supporting the successful adoption of the SMArtX platform. As a New Account & Implementation Specialist, you will act as the primary liaison between advisors, internal teams, and operations to deliver accurate and efficient new account setups. You will help clients navigate onboarding, manage account-related requests, and ensure long-term success through strong communication, proactive problem-solving, and attention to detail. Responsibilities Guide new clients through the onboarding and implementation process, ensuring smooth adoption of the SMArtX platform. Review and activate new accounts, including account setup, mappings, and required documentation. Enable and disable account trading per advisor requests. Manage account maintenance, including updates, closures, and modifications. Act as the main point of contact between advisors, traders, operations, and portfolio accounting teams for account-related matters. Communicate daily account status updates, maintenance requests, and follow-ups with clients. Collaborate with the implementation team for seamless handoffs during new onboarding. Assist in migrating existing client portfolios to the SMArtX platform. Escalate and resolve extraordinary account circumstances in partnership with internal teams. Prepare and update client-facing and internal documentation to support onboarding and account management processes. Contribute feedback and ideas to improve platform onboarding workflows and client experience. Qualifications Bachelor's degree preferred (Business, Finance, or related field a plus). 1+ years of experience in client success, account management, or client service, preferably in financial services or fintech (not required). Strong organizational skills with the ability to manage multiple client accounts simultaneously. Excellent communication and interpersonal skills; able to liaise effectively between clients and internal teams. High attention to detail and accuracy in handling account data and documentation. Proficiency in Microsoft Office Suite; ability to quickly learn new software. Problem-solving mindset with the ability to resolve client and account-related issues quickly. Self-driven, proactive, and passionate about delivering an outstanding client experience. About SMArtX Advisory Solutions Founded in 2018, SMArtX Advisory Solutions is a rapidly growing, leading financial technology firm developing breakthrough innovations in the wealth management industry. We foster a professional yet relaxed atmosphere where motivated individuals thrive and contribute to building strong, long-lasting client relationships.

About the Role Client Specialists are the first line of contact at all Barry's studios. As such, they are well-versed in all aspects of our business complying with company policies, procedures and directives. Client Specialists are key to developing lasting client relationships through providing superior hospitality and assisting clients with class selections, bookings, and questions; maintaining a clean studio; FuelBar orders; and merchandise purchases. Our Client Specialists are excellent communicators and positive brand ambassadors, helping convey memorable experiences for our clients. Their passion for Barry's is conveyed in every client interaction. We are looking for passionate, hard-working, reliable, team-oriented, and forward-thinking problem-solvers with outgoing interpersonal skills, a love for health, an excitement for our brand, and the desire to be a part of building a stronger Barry's community. This position encompasses the following responsibilities, each of which is carried out in equal measure: Front Desk, Facilities & Fuel Bar. What You'll Do Front Desk Responsibilities: Client Experience: Understanding of hospitality principles & processes and ability to execute as part of the Barry's Client Experience Support the client experience with hospitality and studio amenities to build personalized experiences with the goal of positively impacting both sales and service Be an effective brand ambassador, ensuring clients are warmly welcomed, assisted accordingly, and have a memorable experience commensurate with the Barry's brand Establishing and maintaining Interpersonal Relationships: The candidate must develop constructive and cooperative working relationships with clients/staff, and maintain them over time Assist clients, building individual connections, and providing direction with any questions or concerns Communicating with Supervisors, peers: the candidate must provide information to supervisors and co-workers, by telephone, in written form, e-mail, text, or in person in a timely and efficient manner Deliver first class client experience at all times Ensure a clean and welcoming atmosphere at all times by assisting in studio cleaning, restocking, and upkeep as needed Guide clients with regards to the latest studio promotions, membership discounts and/or special events Maintain product knowledge for all studio retail operations Participate in all relevant training and development programs and meetings as directed by Operations leaders Have flexibility with schedule, having the ability to work weekends, holidays, morning or night shifts and adhere to work schedule, and meeting minimum availability requirements Fuel Bar Responsibilities: Deliver quality protein smoothies and customer service in the Fuel Bar Handle pre-orders and orders on the spot, custom to each client's needs Assist clients with questions and product selection Complete client's orders in a timely manner utilizing a POS transaction Maintain fuel bar department areas clean and sanitized Follow departmental procedures for safety, proper food handling, and sanitation according to local, state, and federal health code regulations Properly rotate merchandise in refrigerated coolers and department tables, paying special attention to spoiling goods according to company policy Prepare various fuel bar goods following company recipes Facility Maintenance: Prepare studio spaces before, after, and in-between classes by cleaning exercise equipment, sweeping, mopping and/or vacuuming floors, and wiping mirrors Support in cleaning and maintaining of locker rooms to brand standard as directed Regular deep cleaning, organization, and service of common areas, including the lobby space, FuelBar, Red Room/Lift/Ride spaces, retail shelves, locker rooms, hallways, and storage areas Conduct small studio repairs when appropriate Laundry services, including collecting, washing, and folding towels Adhere to daily and weekly cleaning and maintenance checklists Customer Service: Ensure all existing and new clients are provided with the highest level of hospitality Maintain client database and utilize information to increase client contact Attend social functions within the community to generate new business, invite current and prospective clients to in-studio events, and reach out through curated clienteling tools Qualifications Strong hospitality skills and alignment with Barry's Mission, Vision and Values. Ability to work either a full-time or part-time schedule Full-time employees: Must be available for a minimum of 30 hours per week with minimal restrictions. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs. Part-time employees: Must be available for a minimum of 24 hours per week and minimum of 3-4 hours per available shift depending on state regulations. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs. Friendly, outgoing personality and enjoy social interaction Exhibits enthusiasm for the studio and for the job Must be a patient, courteous listener, able to show empathy Responding to clients request with a can-do attitude Cooperative manner with a focus on team culture. Ability to prioritize and work within a fast-paced environment Exceptional cleaning skills and a clear understanding of what constitutes a sanitary environment Have an eye for detail and care for the studio's appearance and cleanliness Work as a cohesive team with all Barry's staff members to ensure efficiency and effectiveness Maintain a professional appearance and behavior Demonstrate excellent communication skills Candidates must be at least 18 years or older to apply

Job Title: Client Experience Specialist Department: Corporate Reports To: President FLSA Status: Exempt BlueTeam is a US-based provider of national disaster recovery, remediation, reconstruction, renovation, and roofing services for commercial properties. Our core business focuses on cleanup and mitigation efforts for recovery from fire damage, roof leaks, flooding, pipe bursts, and post-disaster remediation due to severe weather. We exclusively serve commercial sectors including hospitality, senior housing, healthcare, commercial offices, municipalities, multifamily living, and institutional markets. SUMMARY: The Client Experience Specialist will serve as the primary advocate for customers, acting as the voice of the customer internally while providing exceptional service and communication. This role is pivotal in ensuring a seamless experience for clients across all restoration, reconstruction, and roofing projects. The Client Experience Specialist will work closely with project teams, assist with client training, and support efforts to collect outstanding invoices, ensuring customer satisfaction and loyalty. ESSENTIAL DUTIES AND RESPONSIBILITIES: Customer Advocacy and Communication * Serve as the primary point of contact for clients, ensuring timely updates and addressing concerns throughout the project lifecycle. * Collaborate with internal teams to ensure customer needs and expectations are met, proactively communicating any project changes or issues. * Represent the customer's perspective during internal meetings and decision-making processes. * Be in communication during the projects with multiple stakeholders, from the corporate level client, regional level and the local property. * Create a cadence of touch points to the local property to identify quality of services throughout the lifecycle of the project. Project Coordination * Monitor project timelines and milestones, ensuring proactive communication of progress to clients. * Facilitate seamless handoffs between sales, operations, and billing teams, ensuring a unified customer experience. Training and Support * Conduct client onboarding and training sessions to ensure understanding of services, processes, and systems. * Create and update customer resources, such as user guides, FAQs, and training materials. Invoice Management * Assist in the collection of open invoices, working closely with the accounts receivable team to resolve billing issues. * Communicate with clients regarding payment timelines and resolve any concerns related to invoices or services provided. Customer Feedback and Continuous Improvement * Gather and analyze customer feedback, providing actionable insights to improve services and processes. * Track Customer Satisfaction through utilization and follow up on Customer Survey post project. * Build and aggregate both internal metrics for staff performance and external reporting for client success reporting on quarterly, semi-annual, and annual perspective. * Develop and implement strategies to enhance the overall client experience. QUALIFICATIONS: * Strong proficiency in office software and tools (e.g., Microsoft Office Suite) * Excellent communication, organizational and time management skills * Strong knowledge of commercial construction practices, materials, and methods. * Problem-solving mindset with a proactive approach to identifying and resolving client concerns. * Familiarity with CRM systems and project management tools. * Basic understanding of invoicing and accounts receivable processes. * Ability to multitask and prioritize effectively in a fast-paced environment * Fluent in English, Spanish a plus EDUCATION and/or EXPERIENCE: * Bachelor's degree in business administration, communications, construction management or related field * 3+ years of experience in a customer-facing role, ideally within the construction industry PHYSICAL DEMANDS: While performing the duties of this job, the employee is regularly required to type and look at a computer screen for long periods of the day. The employee must be able to sit for long periods of time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. NOTE: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. BBMK Contracting, LLC dba BlueTeam (BlueTeam) is a Drug Free Workplace as well as an Equal Opportunity Employer. Qualified applicants shall be considered for all positions without regard to race, color, sex, religion, national origin, age, disability, veteran status, or any other status protected by federal, state or local law.

Job Title: Client Experience Specialist Department: Corporate Reports To: President FLSA Status: Exempt Company Summary BlueTeam is a US-based provider of national disaster recovery, remediation, reconstruction, renovation, and roofing services for commercial properties. Our core business focuses on cleanup and mitigation efforts for recovery from fire damage, roof leaks, flooding, pipe bursts, and post-disaster remediation due to severe weather. We exclusively serve commercial sectors including hospitality, senior housing, healthcare, commercial offices, municipalities, multifamily living, and institutional markets. SUMMARY: The Client Experience Specialist will serve as the primary advocate for customers, acting as the voice of the customer internally while providing exceptional service and communication. This role is pivotal in ensuring a seamless experience for clients across all restoration, reconstruction, and roofing projects. The Client Experience Specialist will work closely with project teams, assist with client training, and support efforts to collect outstanding invoices, ensuring customer satisfaction and loyalty. ESSENTIAL DUTIES AND RESPONSIBILITIES: Customer Advocacy and Communication Serve as the primary point of contact for clients, ensuring timely updates and addressing concerns throughout the project lifecycle. Collaborate with internal teams to ensure customer needs and expectations are met, proactively communicating any project changes or issues. Represent the customer's perspective during internal meetings and decision-making processes. Be in communication during the projects with multiple stakeholders, from the corporate level client, regional level and the local property. Create a cadence of touch points to the local property to identify quality of services throughout the lifecycle of the project. Project Coordination Monitor project timelines and milestones, ensuring proactive communication of progress to clients. Facilitate seamless handoffs between sales, operations, and billing teams, ensuring a unified customer experience. Training and Support Conduct client onboarding and training sessions to ensure understanding of services, processes, and systems. Create and update customer resources, such as user guides, FAQs, and training materials. Invoice Management Assist in the collection of open invoices, working closely with the accounts receivable team to resolve billing issues. Communicate with clients regarding payment timelines and resolve any concerns related to invoices or services provided. Customer Feedback and Continuous Improvement Gather and analyze customer feedback, providing actionable insights to improve services and processes. Track Customer Satisfaction through utilization and follow up on Customer Survey post project. Build and aggregate both internal metrics for staff performance and external reporting for client success reporting on quarterly, semi-annual, and annual perspective. Develop and implement strategies to enhance the overall client experience. QUALIFICATIONS: Strong proficiency in office software and tools (e.g., Microsoft Office Suite) Excellent communication, organizational and time management skills Strong knowledge of commercial construction practices, materials, and methods. Problem-solving mindset with a proactive approach to identifying and resolving client concerns. Familiarity with CRM systems and project management tools. Basic understanding of invoicing and accounts receivable processes. Ability to multitask and prioritize effectively in a fast-paced environment Fluent in English, Spanish a plus EDUCATION and/or EXPERIENCE: Bachelor's degree in business administration, communications, construction management or related field 3+ years of experience in a customer-facing role, ideally within the construction industry PHYSICAL DEMANDS: While performing the duties of this job, the employee is regularly required to type and look at a computer screen for long periods of the day. The employee must be able to sit for long periods of time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. NOTE: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. BBMK Contracting, LLC dba BlueTeam (BlueTeam) is a Drug Free Workplace as well as an Equal Opportunity Employer. Qualified applicants shall be considered for all positions without regard to race, color, sex, religion, national origin, age, disability, veteran status, or any other status protected by federal, state or local law.

Hours: 40 Pay Details: $52,000 - $77,480 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting banking, lending, and High Net Worth Investing. The PCS I is primarily responsible for the onboarding process for clients, focusing on the timely and accurate initiation, transfers and communication about new account openings and fundings. The PCS I will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team members (Relationship Managers, Trust Advisors, or Investment Advisors) and provide consistent and accurate administrative, analytical, and service support. Depth and Scope: * Demonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth * Under supervision, demonstrates competence executing tasks on required platforms (Private Banking, Investments and Trusts) * Handles complex financial transactions where products and services are highly competitive * Is competent using financial planning software * May act as a subject matter expert to Sales Support team * Coordinates with relationship mangers to ensure that all new clients receive the complete onboarding experience. This includes a thorough client discovery, an introduction to the IA and TA as per client need, and the completion of all requisite client profiling documents * Assists in deepening wallet share by anticipating client needs and suggesting the most appropriate banking, lending and/or investment solutions; maximizes profitability, while ensuring the client receives an exceptional client experience * Leverages and coordinates specialists (Taxes, Trust and Estate) to provide interdisciplinary expertise for our most complex clients * May act as primary contact for client relationships with regards to portfolio information and basic financial planning * May resolve more difficult Client issues, problems, and requests * Identifies opportunities within the portfolio to seek ways to Retail, Commercial and other Wealth Partners * Executes in a manner that is compliant with regulations, policies, and procedures * Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g., OCC, SEC, FINRA etc.); ensures all Continuing Education requirements are attained * Responsible for understanding and adhering to TD Wealth FCRM/ATF Policies and Procedures * Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit FCRM procedures * Contributes individually and as a team member, to ensure strong performance, collaboration and enthusiasm that sets TD Wealth apart from our competitors * Represents TD Wealth to the public in a professional manner * Is involved in your community and supports TDBG charity and community initiatives * Ensures service to external clients and/or internal clients reflects TDBG standards and guiding principles * Through proactive communication (verbal/written), supports the assigned team members in meeting service commitments to clients * Provides consistent and accurate administrative support to assigned team members including filing, report generation, presentation material, written proposals, and spreadsheet reporting * Efficiently manages and promptly responds to all incoming inquiries/requests for information independently/or direct to appropriate person or area * Completes all applicable specialized training * Performs necessary duties to assist assigned team members with all aspects of account administration, retention, specialized services, and other responsibilities in accordance with wealth management area of specialization * Maintains various databases and computer systems by entering transactional and other data, updating information as necessary and ensuring data accuracy; creates reports summarizing information, as required * Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas * Keeps others on the team informed about status of account administration, retention, and projects * Completes assigned administrative/Client service tasks within policy and operating procedures * Identifies and recommends technological/process improvements which may improve overall productivity and Client satisfaction Education and Experience: * Bachelor degree preferred * Internal candidates: 3+ years of experience working with TD's client platforms required * Series 7, 63/65 or 66 registrations required. Candidates may be considered should they have at least one of the required registrations. If hired, candidate will need to acquire all licensing within a defined period outlined at the time of hire * Knowledge of investments, banking and credit products preferred * A self-starter, ability to work with minimal supervision * Ability to excel at administration and be exceptionally well organized * Demonstrates considerable initiative in providing a high level of organization * Experience in professional services and with working with affluent clients is required. Knowledge of MS Word, Excel, PowerPoint and working with Contact Management databases is essential * Possess a reasonable knowledge of investments, and can generate reports pertinent to the management of client investment portfolios; however, prefers to focus on administration in a support role * Demonstrates ability to manage multiple responsibilities and timelines * Proven track record of delivering results and executing with excellence * Excellent written and verbal communication skills * Criminal and financial background investigation is required pursuant to FINRA Rule 3010(e) and successor regulations Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Job Title: Senior Accounts Payable Specialist Reports To: Controllers Type: Full-Time | Onsite | Non-Exempt Pero Family Farms is a market share leader with over a century of dedication, commitment and integrity. Operating since 1908, Pero is the farm trusted by retailers and consumers alike. We are a fully integrated farming operation, with departments that specialize in organic farming, logistics, global supply chain management, national sales operations, food processing operations, and strategic marketing functions. Our operation includes over 35,000 acres spanning across the East Coast of the United States from Florida to New York, with distribution and production facilities in several different states. We pride ourselves in maintaining a strong family heritage and tradition that has been dedicated to quality, innovation, and excellent customer service that has been feeding America's families for over a century. Our family's passion for farming remains unwavering, with a vision to continue the tradition for many generations to come, whilst maintaining the reverence and trust it has established with the American consumer. As we expand our offering to include an assortment of organic vegetable options; we have become one of the largest organic vegetable growers in the country and we are looking to grow our workforce family. Join us in continuing and strengthening our position as a market share leader dedicated and trusted by retailers and consumers alike. POSITION SUMMARY The Senior Accounts Payable Specialist is responsible for overseeing the full cycle of accounts payable processes, ensuring timely and accurate processing of vendor invoices, payments, and reconciliations. This role serves as a subject matter expert within the AP function, supporting process improvements, internal controls, and compliance initiatives. The Senior AP Specialist works closely with the Controllers and other departments to maintain strong financial accuracy and vendor relationships. Requirements KEY RESPONSIBILITIES Process accounts payable for various entities, vendors, and cost types (including, but not limited to: farm-related costs, utilities, rent, transportation, fuel and parts and repairs). Sort and 3 way match invoices with their respective purchase order & other supporting documentation. Assemble check backup (invoice, PO, quote, BOL, approval, etc.) with printed checks and control the physical mailing of paper checks along with the filing of completed stubs, approvals, and supporting documentation. Compare the invoices to purchase orders, prices, terms of payment and other charges. Ensure bills are paid in a timely and accurate manner. Facilitate payment of invoices by tracking due dates and downloading/requesting invoices when applicable. Reconcile the accounts payable ledger to ensure that all bills and payments are accounted for and properly posted. Verify and investigate discrepancies, if any, by reconciling vendor accounts and monthly vendor statements. Allocate monthly credit card transactions and collaborate with other AP team members to complete monthly statement reconciliation. Understands how to allocate expenses based on the company's costing structures for multiple entities. Adheres to laws, internal policies, and financial standards for all payment transactions. Ensures that the company adheres to tax compliance, fraud prevention, and accurate record-keeping for audits. Establish and maintain relationships with new and existing vendors. Maintain filing of vendor contracts/agreements. Provide supporting documentation for audits. Maintain confidentiality of organizational information. QUALIFICATIONS Associate or Bachelor's degree in Accounting, Finance, or related field preferred. 4+ years of Accounts Payable experience. Solid understanding of basic bookkeeping and accounts payable principles. Must be able to follow standard filing procedures. Experience with ERP systems. Proficient in Microsoft Excel and other accounting-related software. Exceptional attention to detail, organization, and time management skills. Strong communication and problem-solving abilities. Ability to work in a fast-paced environment and meet deadlines. WORKING CONDITIONS Office environment with frequent use of computers, calculators, and standard office equipment. May occasionally require extended hours during month-end, quarter-end, or year-end close periods. Interactions with vendors, internal departments, and external auditors. Fast-paced, deadline-driven finance environment. PHYSICAL REQUIREMENTS Ability to sit for extended periods while performing data entry and accounting tasks. Ability to lift/move office supplies or files up to 25 lbs occasionally. Manual dexterity for operating computers, calculators, and office equipment. COMPANY BENEFITS/PERKS 401(k) Health, Dental, Vision Insurance and more Paid Time Off (PTO) The company (Pero) reserves the right to alter, amend, expand or contract these duties and responsibilities as the companies needs evolve.

Titan America, LLC, is a leading environmentally and socially progressive heavy building materials company located in the eastern United States. Titan America is part of the TITAN Group, an independent, multi-regional producer of cement and other related building materials. Our products include cement, aggregate, ready-mixed concrete and fly ash beneficiation. TITAN Group has a record of continuous growth since its establishment in 1902. It has expanded its production and distribution operations into 13 countries, employing more than 5,500 people. Our products protect human life and personal property, improve the quality of life, generate economic prosperity and connect society. We have an excellent opportunity for an Accounts Payable Lead in our Deerfield Beach, Florida office. This salaried non-exempt position reports to the Accounting Services Manager. The primary function of this position is to Lead the Account Payable Clerk team and assist with processing invoices, prepare checks for payment, and maintain proper control of all areas of the payable group within company guidelines. This requires broad knowledge and understanding of various accounting and finance functions. Responsibilities include, but are not limited to, the following: Responsibilities * Verify receipt, price and quantity of all products and services received; code and input outstanding invoices into systems (DataStream & SAP) for payment; and verify computer batch reports for input accuracy. * Reconcile statements, handle vendor concerns, and maintain files for all accounts. * Proof, correct, and post all invoices entered directly into payables systems. * Review vendor statements for past-due invoices and/or credits and follow up as necessary. * Generate various spreadsheets and reports for month/year end. * Match checks with invoices and prepare for mailing. * Maintain working relationships with internal and external contacts. * Evaluate compliance of vendor agreements and reconcile all dispute notifications from vendors against existing agreements. * Serve as a backup to other Accounts Payable Clerk in their absence. Qualifications * Excellent communication skills with professional decorum, oral and written. * Excellent organizational skills with the ability to prioritize responsibilities. * Excellent customer service skills to be utilized internally and externally. * Proficient in Microsoft applications (Word, Excel, Outlook, PowerPoint, etc.) * High School diploma, or equivalent, plus 2-4 years job related experience. * Good mathematical and analytical skills to anticipate problems and provide solutions. * Positive attitude to achieve goals and deliver results. Success begins with hiring the right people to collaborate with us as we grow and develop our business. People are central to everything we do. It is through their efforts and talents that Titan has been successful for over 100 years. Interested, qualified applicants may apply for this position by submitting their resume online at ***************************************** Learn more about us at ********************* EOE/AA‐M/F/H/V

Titan America, LLC, is a leading environmentally and socially progressive heavy building materials company located in the eastern United States. Titan America is part of the TITAN Group, an independent, multi-regional producer of cement and other related building materials. Our products include cement, aggregate, ready-mixed concrete and fly ash beneficiation. TITAN Group has a record of continuous growth since its establishment in 1902. It has expanded its production and distribution operations into 13 countries, employing more than 5,500 people. Our products protect human life and personal property, improve the quality of life, generate economic prosperity and connect society. We have an excellent opportunity for an Accounts Payable Lead in our Deerfield Beach, Florida office. This salaried non-exempt position reports to the Accounting Services Manager. The primary function of this position is to Lead the Account Payable Clerk team and assist with processing invoices, prepare checks for payment, and maintain proper control of all areas of the payable group within company guidelines. This requires broad knowledge and understanding of various accounting and finance functions. Responsibilities include, but are not limited to, the following: Responsibilities Verify receipt, price and quantity of all products and services received; code and input outstanding invoices into systems (DataStream & SAP) for payment; and verify computer batch reports for input accuracy. Reconcile statements, handle vendor concerns, and maintain files for all accounts. Proof, correct, and post all invoices entered directly into payables systems. Review vendor statements for past-due invoices and/or credits and follow up as necessary. Generate various spreadsheets and reports for month/year end. Match checks with invoices and prepare for mailing. Maintain working relationships with internal and external contacts. Evaluate compliance of vendor agreements and reconcile all dispute notifications from vendors against existing agreements. Serve as a backup to other Accounts Payable Clerk in their absence. Qualifications Excellent communication skills with professional decorum, oral and written. Excellent organizational skills with the ability to prioritize responsibilities. Excellent customer service skills to be utilized internally and externally. Proficient in Microsoft applications (Word, Excel, Outlook, PowerPoint, etc.) High School diploma, or equivalent, plus 2-4 years job related experience. Good mathematical and analytical skills to anticipate problems and provide solutions. Positive attitude to achieve goals and deliver results.

Greenberg Traurig (GT), a global law firm with locations across the world in 15 countries, has an exciting opportunity for a Legal Billing Specialist to join our Revenue Management Department. We offer competitive compensation and an excellent benefits package, along with the opportunity to work within a dynamic and collaborative environment within the legal industry. Join our Revenue Management Team as a Legal Billing Specialist We are seeking a highly skilled and meticulous professional who thrives in a fast-paced, deadline-driven environment. As a Legal Billing Specialist, you will provide end-to-end invoice preparation while ensuring efficiency and accuracy in every task. With a dedicated work ethic and a can-do attitude, you will take initiative and approach challenges with confidence and resilience. Excellent communication skills are essential for collaborating effectively across teams and delivering exceptional service. If you are someone who values precision, adaptability, and innovation, we invite you to join our team and make a meaningful impact. This role will be based in our West Palm Beach office. This position reports to the Billing Supervisor of Revenue Management. The candidate must be flexible to work overtime as needed. Position Summary: The Legal Billing Specialist will be responsible for the full life cycle of the invoice preparation process while ensuring that all invoices are accurate, compliant with client requirements, and submitted in a timely manner. This role demands strong analytical abilities, exceptional attention to detail, and excellent communication skills to liaise effectively with attorneys, clients, and administrative staff. Key Responsibilities: Edits Prebills via Prebill Viewer and Aderant based on the request from the Billing Attorneys. Generates a high volume of complex client invoices via Aderant. Ensures that all invoices are compliant with the billing guidelines and that all required supporting documentation is compiled prior to submission. Submits ebills via EHub, including all supporting documentation. Monitors and immediately address any invoice rejections, reductions, and those needing appeals. Responds to billing inquiries. Undertakes special projects and ad hoc reports as needed and/or requested. Qualifications Skills & Competencies Excellent interpersonal and communication skills (oral and written), professional demeanor, and presentation. Effectively prioritize workload and adapt to a fast-paced environment. Highly motivated self-starter who can work well under minimal supervision, as well as take a proactive approach in a team setting. Excellent organizational skills and attention to detail, with the ability to manage multiple tasks and deadlines. Strong analytical and problem-solving skills. Takes initiative and uses good judgment; excellent follow-up skills. Must be proactive in identifying billing issues and providing possible solutions. Must have the ability to work under pressure to meet strict deadlines. Ability to establish and maintain positive and effective working relationships within all levels of the firm. Education & Experience Bachelor's Degree or equivalent experience in Accounting or Finance. Minimum 3+ years of experience as a Legal Biller required. Technology Aderant or Elite/3E preferred, Prebill Viewer, E-billing Hub, Bill Blast. Proficiency in Excel required. GT is an EEO employer with an inclusive workplace committed to merit-based consideration and review without regard to an individual's race, sex, or other protected characteristics and to the principles of non-discrimination on any protected basis.

We are seeking a detail-oriented Accounts Payable (AP) Data Entry Clerk to join our team on a temporary basis to assist with a backlog of invoices. This position requires accurate and efficient data entry of AP invoices into our system, with a focus on independent work and repetitive tasks. Key Responsibilities: - Perform accurate and timely data entry of AP invoices. -Ensure invoices are entered in compliance with company policies and procedures. - Handle invoices submitted electronically through ERP system - Coupa. -Collaborate with the AP team to resolve any discrepancies or issues related to invoice entry. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: **************************************************** Skills and Requirements -Minimum of 2 years of experience in Accounts Payable, specifically in invoice entry. -Proficiency with AP and ERP systems; specifically Coupa -Experience working with electronic invoicing systems. -Strong attention to detail and ability to handle repetitive tasks. -Excellent organizational and time management skills.

Patient Care Supervisor, Clinical Medical, $20,000 Bonus, Bethesda East, FT, 7P-7:30A-155434Baptist Health is the region's largest not-for-profit healthcare organization, with 12 hospitals, over 29,000 employees, 4,500 physicians and 200 outpatient centers, urgent care facilities and physician practices across Miami-Dade, Monroe, Broward and Palm Beach counties. With internationally renowned centers of excellence in cancer, cardiovascular care, orthopedics and sports medicine, and neurosciences, Baptist Health is supported by philanthropy and driven by its faith-based mission of medical excellence. For 25 years, we've been named one of Fortune's 100 Best Companies to Work For, and in the 2024-2025 U.S. News & World Report Best Hospital Rankings, Baptist Health was the most awarded healthcare system in South Florida, earning 45 high-performing honors.What truly sets us apart is our people. At Baptist Health, we create personal connections with our colleagues that go beyond the workplace, and we form meaningful relationships with patients and their families that extend beyond delivering care. Many of us have walked in our patients' shoes ourselves and that shared experience fuels out commitment to compassion and quality. Our culture is rooted in purpose, and every team member plays a part in making a positive impact - because when it comes to caring for people, we're all in. Description Provides supervision and leadership to the patient care units. Specific functions include: collaborates and supports manager with staff evaluations, patient flow, staff and family education, serves as patient/guest service ambassador and assists with problem solving on tour of duty. Additionally, coordinates staffing and nursing assignments for current and oncoming shift. Participates in hourly rounding and ensures compliance of same. Ensures that services are provided within the philosophy and objectives as well as the policies and procedures of the hospital and Baptist Health South Florida. Estimated pay range for this position is $46.02 - $61.21 / hour depending on experience.Qualifications Degrees:Bachelors.Licenses & Certifications:Pediatric Advanced Life Support.Neonatal Resuscitation Program.Basic Life Support.Advanced Cardiovascular Life Support.Registered Nurse.Additional Qualifications:Bachelor of Science in Nursing (BSN).If Bachelor's degree is non-nursing, Master of Science in Nursing (MSN) is required.BLS for healthcare providers, ACLS, PALS, or NRP as required by unit assignment within 6 months of promotion or hire.Certification in area of specialty within 2 years of promotion or hire.Candidates must have 2 years acute Med Surg Tele experience/ Oncology experience a plus. BLS required.Job Supervisor/Managers and DirectorsPrimary Location Boynton BeachOrganization Bethesda Hospital, Inc.Schedule Full-time Job Posting Dec 19, 2025, 5:00:00 AMUnposting Date OngoingEOE, including disability/vets

ESSENTIAL DUTIES AND RESPONSIBILITIES: Reviews files to select delinquent accounts for collection efforts. Utilizes a wide variety of financial analysis tools to examine customers for potential risk via their liquidity, leverage ratios and forecasting trends, and calculate creditworthiness for customers. Evaluates customer records and recommends that accounts be closed, or collection attempted, based on earnings and savings data, payment history, and purchase activity of customer. Calls 50 to 100 customers by telephone to collect past due invoice's, verify accuracy of charges, or to correct errors on accounts. Creates and maintains databases on activity conducted in all accounts. Prepares reports on current findings and action taken for all accounts under investigation. Assists in the recommendation of policies to upper management. QUALIFICATIONS: Understanding of DSO, Aging Buckets, AR trends Ability to comprehend instructions, short correspondence, and memos in written or oral form. Ability to write correspondence. Ability to add, subtracts, multiply, and divides in all units of measure, using whole numbers, common fractions, and decimals. Ability to perform these operations using units of American money and weight measurement, volume, and distance. Must work well under pressure, ability to multi- task, and work in team environment. Ability to prioritize and respond to interruptions and unexpected situations with a clear head. Ability to work independently. Willingness and ability to research issues as needed. Must be able to type 45 to 50 words a minute with minimal errors. Experience using 10 - Key adding machine. Proficient in Outlook, MS Excel, preferably JDE or some type of accounting software. Excellent communication and problem-solving skills. EDUCATION AND TRAINING: High School diploma or GED equivalent required. Associate's degree in accounting or business preferred. EXPERIENCE: Minimum 3-5 years professional collections experience Strong Collections and credit/financial analysis experience Collection Agency experience a plus Two-year business to business collections experience preferred. Previous A/R experience preferred. Previous experience with medium to large corporations a plus Previous experience worth with Franchises, and understand parent/child relationship in account set-ups JDE experience a plus COMMUNICATION AND COGNITIVE ABILITIES: Passion for delivering results to customers. Willingness/enthusiasm for accepting responsibility and accountability; an “ownership mentality”. Strong work ethic Enjoys working in a fast-paced environment Strong communication skills, both written and verbal Independent worker Ability to deal effectively with ambiguity Achievement/results driven High-energy individual Ability to foster strong relationships with colleagues/customers. Recognized as a source of expertise and possessing a distinct point of view NuCO2 provides competitive pay and an exceptional benefits package, including health, dental, disability, and life insurance; paid holidays and vacation; a 401(k) retirement plan; employee discounts; and opportunities for educational and professional development. Additional compensation may vary depending on the position and organizational level. Build your future with us while making an impact every day! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, protected veteran status, pregnancy, sexual orientation, gender identity or expression, or any other reason prohibited by applicable law.

Job Description FUNCTION/OVERVIEW: This position will focus on accuracy in reviewing and assessing insurance denials or returned claims. Must be able to communicate with insurance companies and clients from a resolution based perspective. This communication should be focused on acquired knowledge, insurance carrier guidelines, company policies & procedures, research and collection efforts. In addition to following up on claims, the collection specialist will be responsible for sending out medical records and writing appeals for denials to the insurance companies. PRIMARY DUTIES/RESPONSIBILITIES: Promote the mission, values and vision of the organization. Provide excellent customer service for clients; practices confidentiality and privacy protocols in accordance with HIPAA requirements. Accurately and thoroughly enters data / notes into the electronic system for follow up. Assists with follow up on claims processed to ensure payment to the agency. Works directly with payers to verify client eligibility and client payment responsibility including co-pays, deductibles, co-insurance, and/or out of pocket maximums. Assists as needed with follow-up on insurance denials, appeals, and reconsiderations. Assists as needed with all billing tasks and functions related to insurance, grant, and client billing. Responsible for investigating insurance rejected claims and the re-processing of denied claims and/or appeals of denied or underpaid claims. Identify denial patterns, as well as notifying senior management of payment delay issues. Contacts insurance companies regarding outstanding accounts. QUALIFICATIONS REQUIRED: High School Diploma or GED equivalent with combination of education and work experience, required; Bachelor's degree, preferred. Minimum of two (2) years' experience in Substance abuse Billing, Coding and Collections. Knowledge of Third Party payers, billing requirements and reimbursement methods; knowledge of medical terminology. Knowledge of claims reimbursement and collection efforts for the field of Substance Abuse treatment. Relevant computer software and hardware applications proficiency - Word, Excel, PowerPoint, Outlook, Electronic Medical Records, Billing Systems and/or other scheduling applications; KIPU preferred, Collaborate MD SKILLS: Strong communication skills, both written and verbal. Ability to work independently, as well as part of a team. Manage multiple tasks and set priorities. Ability to handle highly sensitive and confidential information. Ability to work in a fast-paced, high-energy environment. Excellent interpersonal and customer-facing skills. Ability to work accurately, with attention to detail.

Exemplifies the Shoes For Crews Path by performing key interactions with customers sales management billing staff and other key personnel to enhance the order to cash process ensuring that payments are collected within the terms of sale via direct customer contact and account monitoring for a portfolio of customers Essential Job Functions Collection of assigned accounts and achieving assigned collection goals Customer contact methods include phone email and specific customer portals Proactively identifies and works with appropriate billing personnel to rectify reconciliation issues where customers claim invoices were not received in the needed manner Act as a liaison between sales customer service billing IT and customers personnel on key collection issues Key Responsibilities and Accountabilities Collect payments to achieve monthlyyearly over 60 day collection goals Responsible for all accounts highest to lowest within assigned portfolio Logs all collection call activity to ensure ease in follow up and reviewfollow up as needed by other AR personnel where needed Provide timely accurate and professional collection updates to aging reports allowing for needed updates for weekly and month end results reporting Provide AR Manager weekly credit hold updates on accounts within assigned range to ensure customers are removed from credit hold as needed Take lead in identifying problem collection accounts and escalating to AR Manager for consideration of placing with an outside collection agency Ensure sales team is advised of any accounts sent to collections Process customer invoice and statement requests Utilize the Web Method Ac hoc reporting tool as necessary to provide requested invoices Assist with uploading invoices to customer portals as necessary Review and reconcile accounts for write off or 3rd party collections placement Answer calls on the AR incoming phone loop and handle issues as received Collect phone credit card payments and forward to cash applications team for processing Send confirmations to customers after processing Process incoming e mails from customers Process return mail items address change e mails and contact change requests Process internal and external Sales Force tickets within the prescribed SLAHandle mid size accounts Handle VIP & top customer accounts Perform related duties as assigned Minimum Requirements Able to work a full time schedule Able to work overtime as needed to meet SLAsAccurate and professional written and verbal communication skills Able to perform in a deadline oriented dynamic environment Demonstrate analytical skills to identify payment trends and take appropriate actionA team player willing to assist when needed to improve existing and over all performance Able to document the results of collection activities and follow up on payment commitments Skills and Abilities NetSuite ExperienceMinimum 5 years business to business collections and account reconciliation experience Able to work independently as well as with a team Detail oriented Excellent problem solving negotiation and written communication skills Good organizational people and multi tasking skills Proficient in Excel and WordEducation High School diploma or GED required Associate degree preferred

Job Description Collections Specialist-Behavioral Health - Exact Billing Solutions (EBS) Lauderdale Lakes, FL Who We Are Exact Billing Solutions is a unique team of revenue cycle management professionals specializing in the substance use disorder, mental health, and autism care fields of healthcare services. We have extensive industry knowledge, a deep understanding of the specific challenges of these markets, and a reputation for innovation. With our proprietary billing process, EBS is the oil that brings life to the engines of its partner healthcare companies. EBS is poised for exponential growth, and we are building out our teams to support the expansion of global operations. Part of the ICBD family office portfolio, Exact Billing Solutions combines entrepreneurial speed with the financial discipline of a self-funded, founder-led organization. Our growth reflects a proven ability to solve complex healthcare challenges with operational precision, scalable systems, and client-first innovation. Our Origin Story Exact Billing Solutions was launched to address one of healthcare's most persistent challenges: the burden of billing and insurance administration on providers. With firsthand knowledge of how inefficiencies in revenue cycle management drain resources from patient care, our founder built a company dedicated to removing obstacles, accelerating cash flow, and delivering peace of mind to clients across specialties. Recognition & Awards Exact Billing Solutions contributes heavily to the success of the broader ICBD family office ecosystem and benefits from the recognition awarded to other portfolio companies, including: Inc. 5000, 2024 - Top 5 Fastest-Growing Private Companies in America (ABA Centers of America) EY Entrepreneur Of The Year U.S. Overall Florida Trend Magazine - 500 Most Influential Business Leaders About the Role The Senior Collections Specialist is responsible for managing complex and high-value accounts receivable (AR) within the healthcare revenue cycle. This role focuses on advanced claim resolution, denial management, appeals, and payor escalation strategies while serving as a subject-matter expert and mentor to the collections team. The following are duties and responsibilities that the Senior Collections Specialist shall provide: Review, prioritize, and manage complex AR inventory including aged, high-dollar, and escalated claims. Lead investigation and resolution of denials, rejections, and underpayments through direct payor engagement. Prepare, submit, and track corrected claims, appeals, and required documentation to secure reimbursement. Monitor payor trends, identify root causes of recurring issues, and escalate findings with recommendations. Serve as a subject-matter expert and provide guidance to Collections Specialists on complex cases. Document all collection activity accurately within CollaborateMD. Create and monitor reports on key metrics such as cash collections, days outstanding, denials, and unbilled claims. Maintain effective communication with third-party insurance carriers to support cash flow and satisfaction. Meet or exceed established KPIs for productivity, quality, and timeliness. Requirements Associate's degree (preferred) 5+ years of healthcare collections experience Behavioral health out-of-network billing experience required Advanced knowledge of CollaborateMD EMR and billing systems Experience with ABA therapy preferred Strong knowledge of CPT and ICD-10 codes Demonstrated experience with claims denials, follow-up, and appeals Benefits 21 paid days off (15 days of PTO, which increases with tenure, plus 6 holidays). Flexible Spending Account (FSA) and Health Savings Account (HSA) options. Medical, dental, vision, long-term disability, and life insurance. Generous 401(k) with up to 6% employer match. Exact Billing Solutions (EBS) Culture Integrity. Dependability. Attention to detail. All our team members exhibit these qualities when it comes to doing business. And when it comes to the business of supporting a team, as a company, we offer no less to our team members. We're a fast-paced, growing company delivering services that allow our clients to spend more time helping people. At the end of the day, it's people, not numbers, that drive our success. Exact Billing Solutions participates in the U.S. Department of Homeland Security E-Verify program.

Greenville, South Carolina, United States of America **Hours:** 40 **Pay Details:** $52,000 - $77,480 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting banking, lending, and High Net Worth Investing. The PCS I is primarily responsible for the onboarding process for clients, focusing on the timely and accurate initiation, transfers and communication about new account openings and fundings. The PCS I will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team members (Relationship Managers, Trust Advisors, or Investment Advisors) and provide consistent and accurate administrative, analytical, and service support. **Depth and Scope:** + Demonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth + Under supervision, demonstrates competence executing tasks on required platforms (Private Banking, Investments and Trusts) + Handles complex financial transactions where products and services are highly competitive + Is competent using financial planning software + May act as a subject matter expert to Sales Support team + Coordinates with relationship mangers to ensure that all new clients receive the complete onboarding experience. This includes a thorough client discovery, an introduction to the IA and TA as per client need, and the completion of all requisite client profiling documents + Assists in deepening wallet share by anticipating client needs and suggesting the most appropriate banking, lending and/or investment solutions; maximizes profitability, while ensuring the client receives an exceptional client experience + Leverages and coordinates specialists (Taxes, Trust and Estate) to provide interdisciplinary expertise for our most complex clients + May act as primary contact for client relationships with regards to portfolio information and basic financial planning + May resolve more difficult Client issues, problems, and requests + Identifies opportunities within the portfolio to seek ways to Retail, Commercial and other Wealth Partners + Executes in a manner that is compliant with regulations, policies, and procedures + Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g., OCC, SEC, FINRA etc.); ensures all Continuing Education requirements are attained + Responsible for understanding and adhering to TD Wealth FCRM/ATF Policies and Procedures + Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit FCRM procedures + Contributes individually and as a team member, to ensure strong performance, collaboration and enthusiasm that sets TD Wealth apart from our competitors + Represents TD Wealth to the public in a professional manner + Is involved in your community and supports TDBG charity and community initiatives + Ensures service to external clients and/or internal clients reflects TDBG standards and guiding principles + Through proactive communication (verbal/written), supports the assigned team members in meeting service commitments to clients + Provides consistent and accurate administrative support to assigned team members including filing, report generation, presentation material, written proposals, and spreadsheet reporting + Efficiently manages and promptly responds to all incoming inquiries/requests for information independently/or direct to appropriate person or area + Completes all applicable specialized training + Performs necessary duties to assist assigned team members with all aspects of account administration, retention, specialized services, and other responsibilities in accordance with wealth management area of specialization + Maintains various databases and computer systems by entering transactional and other data, updating information as necessary and ensuring data accuracy; creates reports summarizing information, as required + Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas + Keeps others on the team informed about status of account administration, retention, and projects + Completes assigned administrative/Client service tasks within policy and operating procedures + Identifies and recommends technological/process improvements which may improve overall productivity and Client satisfaction **Education and Experience:** + Bachelor degree preferred + Internal candidates: 3+ years of experience working with TD's client platforms required + Series 7, 63/65 or 66 registrations required. Candidates may be considered should they have at least one of the required registrations. If hired, candidate will need to acquire all licensing within a defined period outlined at the time of hire + Knowledge of investments, banking and credit products preferred + A self-starter, ability to work with minimal supervision + Ability to excel at administration and be exceptionally well organized + Demonstrates considerable initiative in providing a high level of organization + Experience in professional services and with working with affluent clients is required. Knowledge of MS Word, Excel, PowerPoint and working with Contact Management databases is essential + Possess a reasonable knowledge of investments, and can generate reports pertinent to the management of client investment portfolios; however, prefers to focus on administration in a support role + Demonstrates ability to manage multiple responsibilities and timelines + Proven track record of delivering results and executing with excellence + Excellent written and verbal communication skills + Criminal and financial background investigation is required pursuant to FINRA Rule 3010(e) and successor regulations **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

Job Description Exemplifies the Shoes For Crews Path by performing key interactions with customers, sales management, billing staff, and other key personnel to enhance the order to cash process ensuring that payments are collected within the terms of sale, via direct customer contact and account monitoring for a portfolio of customers. Essential Job Functions: Collection of assigned accounts and achieving assigned collection goals. Customer contact methods include phone, email, and specific customer portals. Proactively identifies and works with appropriate billing personnel to rectify reconciliation issues where customers claim invoices were not received in the needed manner. Act as a liaison between sales, customer service, billing, IT, and customer's personnel on key collection issues. Key Responsibilities and Accountabilities: Collect payments to achieve monthly/yearly over 60-day collection goals. Responsible for all accounts (highest to lowest) within assigned portfolio. Logs all collection call activity to ensure ease in follow-up and review/follow-up as needed by other AR personnel where needed. Provide timely, accurate, and professional “collection updates” to aging reports allowing for needed updates for weekly, and month-end results reporting. Provide AR Manager weekly credit hold updates on accounts within assigned range to ensure customers are removed from credit hold as needed. Take lead in identifying problem collection accounts and escalating to AR Manager for consideration of placing with an outside collection agency. Ensure sales team is advised of any accounts sent to collections. Process customer invoice and statement requests. Utilize the Web Method Ac-hoc reporting tool as necessary to provide requested invoices. Assist with uploading invoices to customer portals as necessary Review and reconcile accounts for write off or 3rd party collections placement Answer calls on the AR incoming phone loop and handle issues as received. Collect phone credit card payments and forward to cash applications team for processing. Send confirmations to customers after processing. Process incoming e-mails from customers. Process return mail items, address change e-mails, and contact change requests Process internal and external Sales Force tickets within the prescribed SLA Handle mid-size accounts Handle VIP & top customer accounts. Perform related duties as assigned Minimum Requirements: Able to work a full-time schedule Able to work overtime as needed to meet SLA's Accurate and professional written and verbal communication skills Able to perform in a deadline oriented, dynamic environment Demonstrate analytical skills to identify payment trends and take appropriate action A team player willing to assist when needed to improve existing and over-all performance Able to document the results of collection activities and follow-up on payment commitments. Skills and Abilities: NetSuite Experience Minimum 5 years business to business collections and account reconciliation experience Able to work independently as well as with a team Detail oriented Excellent problem solving, negotiation and written communication skills Good organizational, people, and multi-tasking skills Proficient in Excel and Word Education: High School diploma or GED required Associate degree preferred