Vendor Operations Associate - Valuations
Moon, PA jobs
Are you in search of an exciting opportunity to learn and grow in a dynamic new career? If so, ServiceLink, the best in the mortgage industry, invites you to apply for the opening of Vendor Operations Associate, a position which carries the responsibility of efficiently processing Valuation orders. If you are quality-driven and possess excellent communication skills, you may be the ideal candidate for Vendor Operations Associate. Your ability to maintain positive and professional business relationships with vendors and staff will be highly valued by ServiceLink, a company committed to providing on-going training and supporting every employee's motivation to reach career goals.
Applicants must be currently authorized to work in the United States on a full-time basis and must not require sponsorship for employment visa status now or in the future.
A DAY IN THE LIFE
In this role, you will…
· Maintain daily orders which can consist of outbound calls placed to vendors, receipt of inbound calls from vendors, fee management, proper order notation, identification, and appropriate resolution of vendor profile issues.
· Manage vendor timelines, appointments and engagement agreements
· Relay reminders to vendors re: Quality, turnaround times, website usage, etc.
· Provide suggestions as to assist the team with resolving every day operational challenges.
WHO YOU ARE
You possess …
· The ability to maintain a positive and professional business relationship with vendors and internal staff.
· Computer literate with the ability to learn software applications
· A penchant for excellence. You will use your strong attention to detail to maintain our quality standards
· The ability to multitask in a fast-paced environment, especially the ability to meet tight deadlines for our clients
Responsibilities
· Follow vendor management guidelines for maintaining daily orders which can consist of outbound calls placed to vendors, receipt of inbound calls from vendors, fee management, proper order notation, identification and appropriate resolution of vendor profile issues and handling of transactional issues.
· Maintain compliance with Independence Guidelines.
· Maintain a positive and professional business relationship with vendors and internal staff.
· Manage vendor timelines, appointments, and engagement agreements.
· Relay reminders to vendors re: Quality, turnaround times, website usage, etc.
· Follow through with established team goals.
· Ensure appropriate escalation paths are followed and timely resolution is accomplished.
· Communication workflow expectations with consumers and vendors.
· Provide suggestions as to assist the team with resolving every day operational challenges.
· Attend and participate in regular department meetings and provide feedback when necessary.
· Responsible to meet department productivity and quality goals.
· Communicate with all stakeholders on a regular basis.
· Perform all other duties as assigned.
Qualifications
· The ability to maintain a positive and professional business relationship with vendors and internal staff.
· Basic reading, writing, and arithmetic skills required. This is normally acquired through a high school diploma or equivalent.
· Familiarity with basic Microsoft Office (Outlook, Excel, and Word).
· High School diploma or equivalent.
· Knowledge of office processes, procedures, and technology.
· Computer literate with the ability to learn software applications. Duties require professional verbal and written communication skills and the ability to type 30 wpm. This is normally acquired through one to three years of office experience.
· Role requires willingness to work a flexible schedule.
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Auto-ApplyVendor Operations Associate - Valuations
Moon, PA jobs
Are you in search of an exciting opportunity to learn and grow in a dynamic new career? If so, ServiceLink, the best in the mortgage industry, invites you to apply for the opening of Vendor Operations Associate, a position which carries the responsibility of efficiently processing Valuation orders. If you are quality-driven and possess excellent communication skills, you may be the ideal candidate for Vendor Operations Associate. Your ability to maintain positive and professional business relationships with vendors and staff will be highly valued by ServiceLink, a company committed to providing on-going training and supporting every employee's motivation to reach career goals.
Applicants must be currently authorized to work in the United States on a full-time basis and must not require sponsorship for employment visa status now or in the future.
A DAY IN THE LIFE
In this role, you will…
* Maintain daily orders which can consist of outbound calls placed to vendors, receipt of inbound calls from vendors, fee management, proper order notation, identification, and appropriate resolution of vendor profile issues.
* Manage vendor timelines, appointments and engagement agreements
* Relay reminders to vendors re: Quality, turnaround times, website usage, etc.
* Provide suggestions as to assist the team with resolving every day operational challenges.
WHO YOU ARE
You possess …
* The ability to maintain a positive and professional business relationship with vendors and internal staff.
* Computer literate with the ability to learn software applications
* A penchant for excellence. You will use your strong attention to detail to maintain our quality standards
* The ability to multitask in a fast-paced environment, especially the ability to meet tight deadlines for our clients
Responsibilities
* Follow vendor management guidelines for maintaining daily orders which can consist of outbound calls placed to vendors, receipt of inbound calls from vendors, fee management, proper order notation, identification and appropriate resolution of vendor profile issues and handling of transactional issues.
* Maintain compliance with Independence Guidelines.
* Maintain a positive and professional business relationship with vendors and internal staff.
* Manage vendor timelines, appointments, and engagement agreements.
* Relay reminders to vendors re: Quality, turnaround times, website usage, etc.
* Follow through with established team goals.
* Ensure appropriate escalation paths are followed and timely resolution is accomplished.
* Communication workflow expectations with consumers and vendors.
* Provide suggestions as to assist the team with resolving every day operational challenges.
* Attend and participate in regular department meetings and provide feedback when necessary.
* Responsible to meet department productivity and quality goals.
* Communicate with all stakeholders on a regular basis.
* Perform all other duties as assigned.
Qualifications
* The ability to maintain a positive and professional business relationship with vendors and internal staff.· Basic reading, writing, and arithmetic skills required. This is normally acquired through a high school diploma or equivalent. · Familiarity with basic Microsoft Office (Outlook, Excel, and Word).· High School diploma or equivalent.· Knowledge of office processes, procedures, and technology. · Computer literate with the ability to learn software applications. Duties require professional verbal and written communication skills and the ability to type 30 wpm. This is normally acquired through one to three years of office experience. · Role requires willingness to work a flexible schedule.
Responsibilities · Follow vendor management guidelines for maintaining daily orders which can consist of outbound calls placed to vendors, receipt of inbound calls from vendors, fee management, proper order notation, identification and appropriate resolution of vendor profile issues and handling of transactional issues. · Maintain compliance with Independence Guidelines. · Maintain a positive and professional business relationship with vendors and internal staff. · Manage vendor timelines, appointments, and engagement agreements. · Relay reminders to vendors re: Quality, turnaround times, website usage, etc. · Follow through with established team goals. · Ensure appropriate escalation paths are followed and timely resolution is accomplished. · Communication workflow expectations with consumers and vendors. · Provide suggestions as to assist the team with resolving every day operational challenges. · Attend and participate in regular department meetings and provide feedback when necessary. · Responsible to meet department productivity and quality goals. · Communicate with all stakeholders on a regular basis. · Perform all other duties as assigned.
Auto-ApplyClaims Operations Associate
Wilkes-Barre, PA jobs
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide.
Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!
Benefits:
We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer!
Competitive compensation
Healthcare benefits package that begins on first day of employment
401K retirement plan with company match
Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays
Up to 6 weeks of parental and bonding leave
Hybrid work schedule (3 days in the office, 2 days from home)
Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation)
Tuition reimbursement after 6 months of employment
Numerous opportunities for continued training and career advancement
And much more!
Responsibilities As a Claims Operations Associate, you'll assist in keeping service standards on track, ensuring regulatory and litigation workflows run smoothly, and equipping adjusters and leaders with accurate, timely operational intelligence.What you'll do:
Service compliance & QA
Audit callback alerts
Track call answer rates and trends
Litigation & subpoenas
Maintain and publish the Litigation Calendar for the Complex Unit
Submit external subpoenas via approved vendors; process external subpoena responses
Clinical/UR workflows
Prepare Utilization Review determination responses and manage medical-records uploads
Cross‑team file movement
Build/maintain transfer templates to move files between Complex and Lien units
Coverage & Legal Ops support
Draft “no coverage” letters in partnership with the Coverage team
Review Legal Ops invoices for accuracy and policy alignment
Operational overflow handling
Process overflow work: adjuster alerts, ISO activity, FROI filings, and related
File reviews
Coordinate review schedules with leaders and insureds
Standardize and collect claim summaries, ensuring completeness ahead of reviews
Projects as needed
Flex to support priority initiatives and stakeholders when volume or complexity spikes.
Qualifications What you'll bring:
Experience in Workers' Compensation claims operations or shared services
High School Diploma / GED (required)
Familiarity with subpoena workflows, litigation calendars, UR determinations, ISO ClaimSearch, and FROI filings
Strong data skills (Excel/Sheets: formulas, pivot tables; comfort with dashboards/metrics)
Clear, concise writing-especially for coverage letters and executive-facing summaries
High ownership, organization, and follow‑through across multiple teams and deadlines
Proficiency with Microsoft 365 (Outlook, Teams, SharePoint); ability to learn internal systems quickly
Discretion and sound judgment when handling PHI/PII and sensitive claim materials
Nice to have:
Exposure to CCU/EIU/Lien unit operations and California claims practices
Experience coordinating multi‑stakeholder reviews (insureds, counsel, vendors)
Basic familiarity with invoice review and coverage analysis
Auto-ApplySales Operations Coordinator
Dallas, TX jobs
Join Our Team as a Sales Operations Coordinator at Stealth Partner Group, an Amwins Group Company! Are you ready to take the next step in your career? Join Stealth Partner Group, an Amwins Group Company, as a Sales Operations Coordinator in Dallas, TX. This is an in-office position offers the flexibility to work from home up to 2 days a week, after completing training. Why Choose Amwins? At Amwins, we value our team members and offer a range of benefits to enhance your work experience:
Flexibility: Enjoy a hybrid work environment with flexible scheduling options.
Comprehensive Benefits: Access a competitive benefits package from day one, including generous Paid Time Off (PTO) and paid holidays.
Continual Learning: Thrive in a collaborative, education-focused work environment.
Annual Bonus Program: Earn rewards through our bonus program.
Learn more about us at stealthpartnergroup.com and amwins.com.
Responsibilities: As a Sales Operations Coordinator, you will:
RFP Support: Assist in the Request for Proposal (RFP) process, including data review, requests for missing information, and management of tracking documents within scheduled timelines.
Stakeholder Communication: Initiate communication with broker/carrier partners, field sales, and ancillary marketing team to prioritize objectives and facilitate transition between field and home office.
Sales Support: Collaborate with Sales Leadership to prioritize objectives and assist in their accomplishment.
Relationship Management: Maintain professional and collaborative relationships with clients and internal/external business partners.
File Management: Handle file set-up, organization, and ongoing maintenance to support the sales process.
Ad Hoc Duties: Take on other duties and projects as assigned.
Qualifications: To thrive in this role, you'll need:
Insurance Knowledge: Understanding of basic insurance terminology preferred.
Experience: 1+ year in group benefits.
Analytical Skills: Strong mathematical and critical thinking skills.
Team Player: Ability to work both independently and as part of a team.
Attention to Detail: Excellent organizational skills and attention to detail required.
Communication Skills: Ability to effectively communicate, both written and verbally, with internal and external parties.
Time Management: Proven ability to effectively prioritize workload, manage time, and meet deadlines in a fast-paced environment.
Technical Proficiency: Proficiency in Microsoft Office programs (Word, Excel, Outlook, etc.).
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Brokerage Operations Coordinator
Philadelphia, PA jobs
The Brokerage Operations Coordinator is responsible for providing operational support to the brokerage team by efficiently handling day-to-day operational tasks. The role contributes to the seamless functioning of daily operations, ensures compliance with regulations, and facilitates effective communication within the brokerage team. They work closely with brokers to ensure timely transaction completion through paperwork processing and coordinating with other departments in the firm.
What will your job entail?
Job Responsibilities:
• Assists in executing and coordinating day-to-day brokerage operations and supports the implementation and improvement of operational procedures.
• Coordinates with the broker to prepare documents, cover letters etc. to market renewal business and provides necessary administrative support in filing, printing, and archiving documents.
• Administers and updates new and current client information in all required systems accurately.
• Maintains accurate and organized records of client accounts, transactions, and other relevant documentation and ensures compliance with record-keeping regulations.
• Performs customer service functions by answering broker requests and questions by telephone, email, chat, or in person.
• Contributes to the preparation of compliance reports related to brokerage operations and collaborates across broker and finance teams on business requirements.
• Adheres to regulatory requirements and internal policies and assists in the preparation of compliance reports.
• Assists in identifying and mitigating operational risks and collaborates with risk management teams to implement controls.
• Supports the Brokerage team with any ad hoc tasks and requests.
Work Experience:
• Less than 1 year of experience in the Insurance industry or Underwriting.
Education:
• Bachelor's degree required; Business Administration, Sales, and Risk Management preferred. Any other related discipline or commensurate work experience considered.
Licenses and Certifications:
• Prescribed: Minimum requirements for state P&C and/or surplus line licenses
• Preferred: Not Applicable
Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment.
How We Support Our Teammates
Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them - and their family members - achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more.
The target hourly rate range for this position is $28.00 - $36.06 per hour.
The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website *****************************
We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at *************
The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Auto-ApplyPrivate Placement Operations Associate
Dallas, TX jobs
M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals' expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M's solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support.
We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions.
Role Summary:
The Private Placement Operations Associate will be responsible for operational administrative support. This will include creating private placement new business materials, assisting Manager of New Business with the organization and monitoring of documents, Salesforce reporting management, and quality control.
Responsibilities:
* Support new business team with Private Placement Life Insurance (PPLI) application package creation
* Assist in maintaining Private Placement reports (new business, pending business, production, etc.)
* Perform biweekly review of PBI database death sweep functions and related research
* Collect and organize production information and new case tracking
* Support team's efforts by handling, filing, and updating frequently used folders, materials for new business
* Monitor internal and external requests for accuracy and timeliness
* Periodically draft professional correspondence to administrators, Member Firms, insurance carriers, and internal teams
* Coordinate new business onboarding activities with external partners and internal departments
* Assist in the development of new white papers, brochures, presentations, and other materials related to PPLI and Magnastar
* Manage policy records and documentation to ensure case files are complete
* Review and QC completed forms and policy contracts for accuracy
* Diligently monitor team inbox for new business activity
* Assist with member firm training on various new business functions
* Support inforce policy servicing as needed
* Assist with additional projects and duties as assigned
Qualifications:
* Experience with Salesforce or other CRM system preferred
* Excellent written and verbal communication skills
* Proactive qualities with the willingness to learn
* Accuracy and attention to detail are critical for success
* Strong interpersonal skills to effectively communicate and build relationships with team members
* Able to work, both independently as well as a member of a team
* Working knowledge of Microsoft Office Suite
Job Conditions & Environment:
* This position is based on-site at our offices in Uptown at the Quad in Dallas, TX with the flexibility to
work one day per week remotely
* Normal office environment/desk assignment
* Extensive use of PC's, computer terminal, display, keyboard, and mouse
* Extensive hands-on work with documents, spreadsheets, and other written documents
This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add or remove duties as necessary.
M Financial is proud to be an equal opportunity workplace.
Binding Operations Coordinator
Philadelphia, PA jobs
The Binding Operations Coordinator is responsible for the binding process of insurance policies, ensuring adherence to underwriting guidelines and regulatory standards. The role includes inputting necessary information into underwriting applications for accurate policy rating, documentation, and issuance. They act as a liaison between underwriters and brokers, responding to inquiries, collecting information for quoting, and providing revised quotes. They also serve as backup for underwriters and underwriting assistants during their absence.
What will your job entail?
Job Responsibilities:
* Assists the process of binding insurance policies, ensuring accuracy and compliance with binding underwriting guidelines and regulatory requirements.
* Administers underwriting applications with the information necessary to rate, document and issue accurate and compliant policies.
* Assists with new business submission with directions from the Binding Underwriter to prepare and market to carrier.
* Coordinates between Underwriters and brokers by responding to inquiries, works with brokers to obtain information needed to quote, and provides revised quotes as requested.
* Processes and issues policy endorsements, including changes to coverage, limits, or policy terms, ensuring accuracy and timely implementation and tracks cancellation notifications, non-renewal, and renewal solicitation notifications.
* Maintains comprehensive and organized records of all binding transactions and related documentation, including policy details, endorsements, and client information.
* Communicates with clients to collect required information, explains policy terms and conditions, and addresses any questions or concerns related to the binding process.
* Executes the work assigned by underwriters and underwriting assistants when they are out of the office or otherwise unavailable.
* Prepares reports related to policy binding metrics, performance, and compliance, providing insights for process improvement.
Work Experience:
* Minimum of 1 year of work experience in Insurance Industry or Binding Underwriting or related field.
Education:
* Bachelor's degree required; Business Administration, Business Operations and Sales preferred. Any other related discipline or commensurate work experience considered.
Licenses & Certifications:
* Prescribed: Minimum requirements for state P&C and/or surplus line licenses
* Preferred: Certified Insurance Counselor (CIC) (Preferred)
Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment.
How We Support Our Teammates
Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them - and their family members - achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more.
The target hourly rate range for this position is $23.00 - $28.85 per hour.
The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website *****************************
We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at *************
The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Binding Operations Coordinator
Philadelphia, PA jobs
The Binding Operations Coordinator is responsible for the binding process of insurance policies, ensuring adherence to underwriting guidelines and regulatory standards. The role includes inputting necessary information into underwriting applications for accurate policy rating, documentation, and issuance. They act as a liaison between underwriters and brokers, responding to inquiries, collecting information for quoting, and providing revised quotes. They also serve as backup for underwriters and underwriting assistants during their absence.
What will your job entail?
Job Responsibilities:
• Assists the process of binding insurance policies, ensuring accuracy and compliance with binding underwriting guidelines and regulatory requirements.
• Administers underwriting applications with the information necessary to rate, document and issue accurate and compliant policies.
• Assists with new business submission with directions from the Binding Underwriter to prepare and market to carrier.
• Coordinates between Underwriters and brokers by responding to inquiries, works with brokers to obtain information needed to quote, and provides revised quotes as requested.
• Processes and issues policy endorsements, including changes to coverage, limits, or policy terms, ensuring accuracy and timely implementation and tracks cancellation notifications, non-renewal, and renewal solicitation notifications.
• Maintains comprehensive and organized records of all binding transactions and related documentation, including policy details, endorsements, and client information.
• Communicates with clients to collect required information, explains policy terms and conditions, and addresses any questions or concerns related to the binding process.
• Executes the work assigned by underwriters and underwriting assistants when they are out of the office or otherwise unavailable.
• Prepares reports related to policy binding metrics, performance, and compliance, providing insights for process improvement.
Work Experience:
• Minimum of 1 year of work experience in Insurance Industry or Binding Underwriting or related field.
Education:
• Bachelor's degree required; Business Administration, Business Operations and Sales preferred. Any other related discipline or commensurate work experience considered.
Licenses & Certifications:
• Prescribed: Minimum requirements for state P&C and/or surplus line licenses
• Preferred: Certified Insurance Counselor (CIC) (Preferred)
Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment.
How We Support Our Teammates
Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them - and their family members - achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more.
The target hourly rate range for this position is $23.00 - $28.85 per hour.
The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website *****************************
We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at *************
The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Auto-ApplyBinding Operations Coordinator
Philadelphia, PA jobs
The Binding Operations Coordinator is responsible for the binding process of insurance policies, ensuring adherence to underwriting guidelines and regulatory standards. The role includes inputting necessary information into underwriting applications for accurate policy rating, documentation, and issuance. They act as a liaison between underwriters and brokers, responding to inquiries, collecting information for quoting, and providing revised quotes. They also serve as backup for underwriters and underwriting assistants during their absence.
What will your job entail?
Job Responsibilities:
• Assists the process of binding insurance policies, ensuring accuracy and compliance with binding underwriting guidelines and regulatory requirements.
• Administers underwriting applications with the information necessary to rate, document and issue accurate and compliant policies.
• Assists with new business submission with directions from the Binding Underwriter to prepare and market to carrier.
• Coordinates between Underwriters and brokers by responding to inquiries, works with brokers to obtain information needed to quote, and provides revised quotes as requested.
• Processes and issues policy endorsements, including changes to coverage, limits, or policy terms, ensuring accuracy and timely implementation and tracks cancellation notifications, non-renewal, and renewal solicitation notifications.
• Maintains comprehensive and organized records of all binding transactions and related documentation, including policy details, endorsements, and client information.
• Communicates with clients to collect required information, explains policy terms and conditions, and addresses any questions or concerns related to the binding process.
• Executes the work assigned by underwriters and underwriting assistants when they are out of the office or otherwise unavailable.
• Prepares reports related to policy binding metrics, performance, and compliance, providing insights for process improvement.
Work Experience:
• Minimum of 1 year of work experience in Insurance Industry or Binding Underwriting or related field.
Education:
• Bachelor's degree required; Business Administration, Business Operations and Sales preferred. Any other related discipline or commensurate work experience considered.
Licenses & Certifications:
• Prescribed: Minimum requirements for state P&C and/or surplus line licenses
• Preferred: Certified Insurance Counselor (CIC) (Preferred)
Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment.
How We Support Our Teammates
Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them - and their family members - achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more.
The target hourly rate range for this position is $23.00 - $28.85 per hour.
The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website *****************************
We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at *************
The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Auto-ApplyBrokerage Operations Coordinator
Dallas, TX jobs
The Brokerage Operations Coordinator is responsible for providing operational support to the brokerage team by efficiently handling day-to-day operational tasks. The role contributes to the seamless functioning of daily operations, ensures compliance with regulations, and facilitates effective communication within the brokerage team. They work closely with brokers to ensure timely transaction completion through paperwork processing and coordinating with other departments in the firm.
What will your job entail?
Job Responsibilities:
• Assists in executing and coordinating day-to-day brokerage operations and supports the implementation and improvement of operational procedures.
• Coordinates with the broker to prepare documents, cover letters etc. to market renewal business and provides necessary administrative support in filing, printing, and archiving documents.
• Administers and updates new and current client information in all required systems accurately.
• Maintains accurate and organized records of client accounts, transactions, and other relevant documentation and ensures compliance with record-keeping regulations.
• Performs customer service functions by answering broker requests and questions by telephone, email, chat, or in person.
• Contributes to the preparation of compliance reports related to brokerage operations and collaborates across broker and finance teams on business requirements.
• Adheres to regulatory requirements and internal policies and assists in the preparation of compliance reports.
• Assists in identifying and mitigating operational risks and collaborates with risk management teams to implement controls.
• Supports the Brokerage team with any ad hoc tasks and requests.
Work Experience:
• Less than 1 year of experience in the Insurance industry or Underwriting.
Education:
• Bachelor's degree required; Business Administration, Sales, and Risk Management preferred. Any other related discipline or commensurate work experience considered.
Licenses and Certifications:
• Prescribed: Minimum requirements for state P&C and/or surplus line licenses
• Preferred: Not Applicable
Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment.
How We Support Our Teammates
Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them - and their family members - achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more.
The target hourly rate range for this position is $20.00 - $24.04 per hour.
The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website *****************************
We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at *************
The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Auto-ApplyOperations Specialist
Wyomissing, PA jobs
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Claim
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$45,400.00 - $74,900.00
**Target Openings**
1
**What Is the Opportunity?**
Under moderate supervision, this position is responsible for partnering with claim professionals to assist customers. Responsibilities within the team include building customer relationships, completing financial transactions, updating and managing important business information, and handling numerous other duties and projects. This position does not manage others. As part of the hiring process, this position requires the completion of an online pre-employment assessment. Further information regarding the assessment including an accommodation process, if needed, will be provided at such time as your candidacy is deemed appropriate for further consideration.
Travelers offers a hybrid work location model that is designed to support flexibility.
**What Will You Do?**
+ CUSTOMER ENGAGEMENT: Serves as a customer service representative for the claim department by promptly and professionally addressing customer questions and concerns, which may include: Triage and route callers to the appropriate department; Answers claim status and payment questions.
+ CLAIM OPERATIONAL SERVICE AND PARTNERSHIPS: Partners with claim professionals in multiple departments to assist with the timely resolution of claims, which may include: Properly documents claim files, including notes and diaries, Requests reports and records, and reviews medical bills, mail and wage statements. Prints and prepares claim documents for legal and medical reviews. Reports and assigns claims, and transitions closed files to and from off-site storage. Receives, sorts, scans, and uploads incoming mail, and processes out-going mail. Orders, receives and distributes supplies and/or equipment.
+ CLAIM PAYMENTS AND EXPENSE PROCESSING: Ensures the proper handling of financial transactions to include: Processes and issues claim payments including outside vendor invoices, attorney expenses, and medical processing fees. Processes and documents returned checks, voided checks and credits. Ensures timeliness and accuracy of all check processing.
+ DATA AND INFORMATION MANAGEMENT: Maintains accurate records and information management, such as: Prepares, generates and reviews reports using the most effective technology. Updates data discrepancies identified in reports and systems. Uses management information data to prepare line of business or financial reports. Prepares operational reports for claim professionals and managers. Accurately documents pending and completed work activities using appropriate systems.
+ FINANCIAL CONTROLS AND ASSESSMENTS: Assists with claim center financial standards, including: Performs underlying controls and effectively communicates findings. Assesses the reasonableness of data as well as identifying discrepancies, including reconciliations. Assesses the effectiveness of financial controls. Prepares data entries in accordance with established standards.
+ May require lifting items up to 20 pounds (occasionally).
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Experience utilizing computer technology such as Microsoft Office, e-mail, Web-enabled applications, and database software.
+ ACCOUNTABILITY: Takes ownership and responsibility for actions and outcomes, performance and results.
+ ANALYTICAL THINKING: Ability to analyze and compare information to understand issues and explore alternative solutions.
+ CHANGE MANAGEMENT/RESILIENCE: Ability to remain energized and focused in the face of ambiguity, change or strenuous demands.
+ COMMUNICATION SKILLS: Verbal and written communication skills.
+ JUDGMENT/DECISION MAKING: Ability to exercise sound judgment and make decisions.
+ RELATIONSHIP MANAGEMENT: Ability to seek out, build, foster and maintain productive working relationships to meet goals and achieve results.
**What is a Must Have?**
+ High School Diploma or GED.
+ 1 year of service-related work experience OR Bachelor's Degree.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
Operations Specialist
Wyomissing, PA jobs
Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
Job Category
Claim
Compensation Overview
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
Salary Range
$45,400.00 - $74,900.00
Target Openings
1
What Is the Opportunity?
Under moderate supervision, this position is responsible for partnering with claim professionals to assist customers. Responsibilities within the team include building customer relationships, completing financial transactions, updating and managing important business information, and handling numerous other duties and projects. This position does not manage others. As part of the hiring process, this position requires the completion of an online pre-employment assessment. Further information regarding the assessment including an accommodation process, if needed, will be provided at such time as your candidacy is deemed appropriate for further consideration.
Travelers offers a hybrid work location model that is designed to support flexibility.
What Will You Do?
* CUSTOMER ENGAGEMENT: Serves as a customer service representative for the claim department by promptly and professionally addressing customer questions and concerns, which may include: Triage and route callers to the appropriate department; Answers claim status and payment questions.
* CLAIM OPERATIONAL SERVICE AND PARTNERSHIPS: Partners with claim professionals in multiple departments to assist with the timely resolution of claims, which may include: Properly documents claim files, including notes and diaries, Requests reports and records, and reviews medical bills, mail and wage statements. Prints and prepares claim documents for legal and medical reviews. Reports and assigns claims, and transitions closed files to and from off-site storage. Receives, sorts, scans, and uploads incoming mail, and processes out-going mail. Orders, receives and distributes supplies and/or equipment.
* CLAIM PAYMENTS AND EXPENSE PROCESSING: Ensures the proper handling of financial transactions to include: Processes and issues claim payments including outside vendor invoices, attorney expenses, and medical processing fees. Processes and documents returned checks, voided checks and credits. Ensures timeliness and accuracy of all check processing.
* DATA AND INFORMATION MANAGEMENT: Maintains accurate records and information management, such as: Prepares, generates and reviews reports using the most effective technology. Updates data discrepancies identified in reports and systems. Uses management information data to prepare line of business or financial reports. Prepares operational reports for claim professionals and managers. Accurately documents pending and completed work activities using appropriate systems.
* FINANCIAL CONTROLS AND ASSESSMENTS: Assists with claim center financial standards, including: Performs underlying controls and effectively communicates findings. Assesses the reasonableness of data as well as identifying discrepancies, including reconciliations. Assesses the effectiveness of financial controls. Prepares data entries in accordance with established standards.
* May require lifting items up to 20 pounds (occasionally).
* Perform other duties as assigned.
What Will Our Ideal Candidate Have?
* Experience utilizing computer technology such as Microsoft Office, e-mail, Web-enabled applications, and database software.
* ACCOUNTABILITY: Takes ownership and responsibility for actions and outcomes, performance and results.
* ANALYTICAL THINKING: Ability to analyze and compare information to understand issues and explore alternative solutions.
* CHANGE MANAGEMENT/RESILIENCE: Ability to remain energized and focused in the face of ambiguity, change or strenuous demands.
* COMMUNICATION SKILLS: Verbal and written communication skills.
* JUDGMENT/DECISION MAKING: Ability to exercise sound judgment and make decisions.
* RELATIONSHIP MANAGEMENT: Ability to seek out, build, foster and maintain productive working relationships to meet goals and achieve results.
What is a Must Have?
* High School Diploma or GED.
* 1 year of service-related work experience OR Bachelor's Degree.
What Is in It for You?
* Health Insurance: Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
* Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
* Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
* Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
* Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
Employment Practices
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit *********************************************************
Contracting Coordinator
Longview, TX jobs
Copeland Insurance Group
Longview, TX
About Copeland Insurance Group
Copeland Insurance Group, an Integrity company, has been serving Americans from their headquarters in Longview, Texas since 1964. Their personal, service-driven approach has earned this company a place among the top businesses in the industry. For over half of a century, Copeland Insurance Group has provided a variety of different coverage options ranging from Medicare to agricultural insurance to thousands of people across America.
Job Summary:
The Contracting Coordinator will play a pivotal role in ensuring the successful execution of Contracts initiated by agents/agencies and sales directors.
Work Schedule: 8-4:30 Monday - Friday in the Longview Office.
Primary Responsibilities:
Contract Lifecycle Management: Overseeing the entire contract lifecycle, from Insurance contract request, maintaining, and up to contract termination
Customer Relations: Building and maintaining strong relationships with agents and agencies ensuring their satisfaction and addressing their needs proactively.
Compliance: Ensuring strict adherence to contracting regulations, procedures, source selection criteria, and procurement laws.
Financial: To ensure levels are entered and assigned correctly for payment.
Primary Skills & Requirements:
1+ year of professional work experience
High School or GED
Data Entry experience preferred
Data Entry Knowledge of Insurance Contracts and levels a plus
Experience with Microsoft Office
Verbal and written communication skills
Ability to work both collaboratively and individually
Critical Thinking Skills
Strong communication and negotiation skills
Exceptional organizational and time management abilities
A proven track record of success in a fast-paced, multitasking environment
A passion for problem-solving and attention to detail
Team Player
Positive Disposition
Benefits Available
Medical/Dental/Vision Insurance
401(k) Retirement Plan
Paid Holidays
PTO
Community Service PTO
FSA/HSA
Life Insurance
Short-Term and Long-Term Disability
About Integrity
Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
Auto-ApplyNew Business Coordinator
Addison, TX jobs
About PHP
PHP is a national life insurance field marketing organization (“FMO”) founded in 2009 by visionary entrepreneur Patrick Bet-David. PHP partners with leading insurance and annuity carriers to offer a comprehensive basket of insurance products to a diverse client base in the middle-class market. PHP provides a part-time or full-time opportunity to individuals in this market wishing to pursue careers as life insurance agents. PHP passionately serves our diverse middle-class consumer clients through a field sales force of nearly 20,000 licensed agents (Q4 2021). PHP headquarters offices are in Addison, Texas (Dallas metroplex).
Job Summary
PHP is seeking a detail-oriented and motivated individual to join our dynamic team as a New Business Coordinator. In this role, you will play a crucial part in ensuring the smooth and accurate processing of life insurance applications while supporting our network of nearly 20,000 licensed agents. Working closely with agents and insurance carriers, you will help drive our mission of serving diverse, middle-class clients by verifying application data, identifying and resolving missing information, and submitting required paperwork efficiently. If you're looking for a fast-paced environment where your problem-solving skills, attention to detail, and customer service expertise can shine, this is the perfect opportunity to grow within a leading field marketing organization (FMO) in the life insurance industry.
Primary Responsibilities:
Analyze and process incoming life insurance applications, ensuring accuracy and completeness.
Communicate with life insurance agents or their staff via email or telephone to follow up on missing requirements or clarify information.
Enter data into proprietary home office systems.
Submit life insurance applications or contracting paperwork to the appropriate carriers through various delivery systems.
Calculate recognition points earned from life insurance applications.
Primary Skills & Requirements:
Experience: 1-2 years in a processing role, meeting daily production goals and quality metrics.
Quick Learner: Ability to grasp new concepts quickly.
Organized and Motivated: Self-starter with a high level of motivation.
Reliable: Dependable and coachable with a positive, can-do attitude.
Adaptable: Comfortable working in a fast-paced environment.
Accountable: Takes ownership, drives a sense of urgency, and is highly detail-oriented.
Problem-Solving Skills: Good problem-solving and analytical skills, with a familiarity with basic math.
Interpersonal Skills: Excellent interpersonal skills; able to build strong relationships within the home office, and with independent insurance sales agents and their staff.
Customer Service Skills: Good customer service skills, with the ability to work with different personality types and styles, in person or by phone.
Communication Skills: Excellent written and oral communication skills (in person, email, and telephone).
Computer Skills: Proficient in Outlook, Excel, Word, and able to type a minimum of 50 words per minute.
Preferred Experience: Experience with a workflow system and in the insurance industry is a plus.
Language Skills: Bilingual in English/Spanish is required for this role.
About Integrity
Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
Auto-ApplyNew Business Coordinator
Austin, TX jobs
We are looking for a New Business Coordinator/Data Entry Specialist to join our operations team. This position is part of Lion Street's life insurance division, based in Austin, TX. This is a great opportunity for an individual looking to proactively collaborate in a team environment with a high level of growth potential. The new business team supports a nationwide network of elite and experienced life insurance practitioners.
Job Description and Duties
This position is part of a group of new business coordinators responsible for the day-to-day team workflow and output. The success of this individual will rely on their ability to quickly receive incoming applications and associated documentation from different sources and preparing it timely and effectively for our Case Management to review and process.
Specific tasks include:
* Collaborate in the management of the team inbox where applications and other documentation is received.
* Enter the received applications in the company system and create a task for case managers to begin processing.
* File and manage case documentation in the company system.
* Pre-populate insurance applications based on information provided.
* Confirm that agents are properly licensed/contracted.
* Mail out policies and notices that are received.
* Communicate with upper management and other team members about challenges and opportunities encountered during daily tasks with data and internal processes with the aim to maintain an efficient team workflow.
* Assist in additional projects as needed.
Skills and Experience
Qualified candidates must meet minimum job qualifications.
The ideal candidate must have 1+ years of data entry experience with an emphasis on accuracy. Currently in or previously worked in the life insurance industry is preferred but not required. Prior work in a Brokerage General Agency is a plus. Must be detail-oriented, strives in a team environment, self-motivated, and able to work in a fast-paced environment. Knowledge of Agency Integrator and Paper Clip is preferred but not required. Experience with MS office suite is required
Position is located in Austin, TX at our beautiful downtown office.
We include benefits that make work-life more fun with a peace of mind for our team. These benefits include but are not limited to:
* Generous PTO and holiday schedule, with extra time off for community service and your birthday
* Workplace perks galore: free snacks and drinks, and onsite gym facilities
* Generous health insurance benefits
* 401(k) with immediately vested employer matching
* Employer paid HAS and FSA contributions for eligible health plans
* Paid Parking
* Employee ownership program
We work to maintain the best possible environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Lion Street, Inc. is a financial services distribution company based in Austin, Texas. Lion Street provides elite independent financial advisors, many of which have roots in the life insurance industry, access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated financial planning needs of their high-net-worth and corporate clients. Lion Street is an Integrity Marketing Group company.
******************
About Integrity
Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
Auto-ApplyDisbursement Coordinator - First Mortgage
Moon, PA jobs
If you are enthusiastic about launching a new career where your positivity and strong work ethic will be highly regarded as valuable assets to the organization, ServiceLink, the unrivaled leader in the mortgage industry, has an exciting opportunity available for an individual with drive and commitment. We are in search of a candidate with advanced multi-tasking and organizational skills to manage an important set of responsibilities. If you are confident in your ability to maintain our high standard of excellence and promote our Serve First culture, we encourage you to apply for the position of
Disbursement Coordinator
. This is an exciting time to join and grow with ServiceLink, where our demand for exceptional performance is rewarded with unique and unlimited advancement potential.
**This is an in-office role, located at ServiceLink's corporate headquarters in Moon twp, PA. Candidates must be willing and able to work in-office, and be within reasonable commuting distance of our Moon Twp. office.
Applicants must be currently authorized to work in the United States on a full-time basis and must not require sponsorship for employment visa status now or in the future.
A DAY IN THE LIFE
In this role, you will…
· Be responsible for all aspects of the disbursement process
· Work closely with the Closing team
· Prepare and release funds to all involved parties
WHO YOU ARE
You possess …
· Practical work experience within real estate industry and/or a vendor management service company
· Excellent customer service and communication skills
· The ability to multitask in a fast paced environment, especially the ability to meet tight deadlines for our clients
· A penchant for excellence. You will use your strong attention to detail to maintain our quality standards
Responsibilities
· Responsible for all areas related to disbursements.
· Knowledge of Client Online banking systems.
· Complete bulk transfer report daily and transfer funds accordingly.
· Periodically check banking systems for incoming wires and assign monies in closing system.
· Initiate/approve/release outgoing wires.
· Prepare check deposit in closing system and banking systems.
· Monitor multiple dashboards in closing system.
· Effectively communicate with Closing Teams when file is out of balance or something is needed to disburse file.
· Research returned and deposit checks from previously funded files.
· Run reports periodically to update the closing team on outstanding disbursements.
· Meet production goals and quality requirements as set by management.
· Adhere to company policies and procedures.
· Perform all other duties as assigned.
Qualifications
· High School diploma or equivalent preferred.
· Practical work experience within real estate industry.
· Attention to detail.
· Proven customer service skills.
· Must be able to use and have advanced computer skills and be proficient in the Microsoft software products.
Auto-ApplyStrategic Partnership Coordinator
Austin, TX jobs
Now Hiring: Strategic Partnership Coordinator 🚀
Are you passionate about making a difference through sales? Do you thrive in a dynamic environment where your efforts directly impact success? If so, we're looking for a Strategic Partnership Coordinator to join our team!
What We're Looking For:
✅ Licensed Life & Health Agents OR
✅ Motivated Individuals (We'll help you get licensed!)
We need goal-oriented professionals who are ready to create impact-whether that means stepping into leadership or building a flexible, high-earning income stream.
Are You a Good Fit?
✔ Excited about making a real impact through sales and client relationships?
✔ Ready to invest in yourself and take your career to new heights?
✔ Self-motivated and driven to succeed without constant supervision?
✔ Coachable and eager to learn from top sales professionals?
✔ Looking for a business that is recession- and pandemic-proof?
If you answered YES, keep reading!
What We Offer:
💼 Flexible Work Environment - Work remotely, full-time or part-time, on your own schedule.
💰 Unlimited Earning Potential - Part-time: $40,000-$60,000/month | Full-time: $70,000-$150,000+++/month.
📈 Warm Leads Provided - No cold calling, no chasing friends & family.
❌ No Sales Quotas, No High-Pressure Tactics, No Micromanagement.
🧑 🏫 Comprehensive Training & Mentorship - Learn from top-performing professionals.
🎯 Daily Pay - Earn directly from insurance carriers.
🎁 Bonuses & Performance Incentives - 80%+ commissions + salary
🏆 Leadership & Growth Opportunities - Build your own agency (optional).
🏥 Health Insurance Available for qualified agents.
🚀 Create real impact, grow your career, and unlock your potential.
👉 Apply today and start making a difference!
(
Your success depends on effort, skill, and commitment to training and sales systems.
)
Auto-ApplyProject Coordinator
Fort Worth, TX jobs
Project Coordinator, Commercial ConstructionFLYNN GROUP OF COMPANIES Flynn Group of Companies, the Leading Building Envelope Commercial Contractor in North America, with 6000+ employees and 38 branches is currently hiring for a Project Coordinator, in-office and on job site. This is an exceptional opportunity to join a growing organization that self-performs our work and provides a People and Safety-focused Culture.
Benefits40-hour work week 7:30-4:00 Mon-Fri (some flexibility on start and end time). *Health, Life, Vision, Disability and dental (eff. First of month after you start!)*Paid vacation, Paid holidays*Employee and family assistance programs*Wellness benefits, including gym membership through selected gyms*Smart phone and computer*Pet Insurance*401k w/company match *On-going career development courses and programs*Great environment where our motto is “Flynn Family Winning Together”!*On-going career development programs through our in-house Flynn University and eLearning courses Requirements: · Minimum of 2 years' experience in an administrative/project type of role· Construction Environment considered a strong asset.- Knowledge, experience working in an office setting and on construction job sites · Knowledge of CRM systems and Microsoft Office programs- Ability to work in office and on commercial construction job sites Visit ********************************* for additional information
#LI-LC1Flynn is North America's leading trade contractor, working on virtually every aspect of a Building's outer layer, including Roofing, Glazing, Waterproofing and Architectural Metals. Flynn's strong culture focuses the energies of employees on doing the right thing, for the benefit of the company, its customers, and themselves. The result has been almost 50 years of success, and the next 50 looking even brighter. This posting is for an existing vacancy within the organization. Disclosure: We use an AI-powered system to initially screen resumes. However, all applications/resumes are also reviewed by our team of Human Resources and Talent Acquisition Professionals to ensure a fair and thorough evaluation in determining a candidate's potential fit for a role they applied to.
Auto-ApplyProject Coordinator
Fort Worth, TX jobs
Project Coordinator, Commercial Construction FLYNN GROUP OF COMPANIES Flynn Group of Companies, the Leading Building Envelope Commercial Contractor in North America, with 6000+ employees and 38 branches is currently hiring for a Project Coordinator, in-office and on job site. This is an exceptional opportunity to join a growing organization that self-performs our work and provides a People and Safety-focused Culture.
Benefits
40-hour work week 7:30-4:00 Mon-Fri (some flexibility on start and end time).
* Health, Life, Vision, Disability and dental (eff. First of month after you start!)
* Paid vacation, Paid holidays
* Employee and family assistance programs
* Wellness benefits, including gym membership through selected gyms
* Smart phone and computer
* Pet Insurance
* 401k w/company match
* On-going career development courses and programs
* Great environment where our motto is "Flynn Family Winning Together"!
* On-going career development programs through our in-house Flynn University and eLearning courses
Requirements:
* Minimum of 2 years' experience in an administrative/project type of role
* Construction Environment considered a strong asset.
* Knowledge, experience working in an office setting and on construction job sites
* Knowledge of CRM systems and Microsoft Office programs
* Ability to work in office and on commercial construction job sites
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$65,000 - $70,000 a year
Flynn is North America's leading trade contractor, working on virtually every aspect of a Building's outer layer, including Roofing, Glazing, Waterproofing and Architectural Metals. Flynn's strong culture focuses the energies of employees on doing the right thing, for the benefit of the company, its customers, and themselves. The result has been almost 50 years of success, and the next 50 looking even brighter.
This posting is for an existing vacancy within the organization. Disclosure: We use an AI-powered system to initially screen resumes. However, all applications/resumes are also reviewed by our team of Human Resources and Talent Acquisition Professionals to ensure a fair and thorough evaluation in determining a candidate's potential fit for a role they applied to.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
CTR Coordinator
Baltimore, MD jobs
Reporting to the Linkage to Care Supervisor and part of the HIV Services Department, the CTR Coordinator is responsible for providing HIV counseling and testing and prevention services to clients of the clinic and community and is the coordinator for CTR services. This position works very closely with the various clinical departments to design services specific to the needs of the department and community partner providers and the patients for whom they serve.
Contacts and interactions vary and may involve multiple constituencies such as direct interaction with THC's executive management, community organizers, the general public, THC's patients, physicians, colleagues, assigned staff, vendors, contractors and consultants for the purpose of providing and exchanging information.
Example of Essential Job Functions
* Coordinates and ensures compliance of CTR services by monitoring protocols and workflows of all CTR staff.
* Monitors and provides reports regarding testing outcomes and referred/linked services
* Ability to establish relationships with providers and key personnel throughout the system of care, as well as, relationships with outside agencies in order to assist with rapid testing.
* Provides on-site Rapid HIV testing to referred individuals identified by treatment providers, community partners, and during community Outreach Events.
* Refers any positive results to the relevant county/state Department of Health.
* Provide Pre/Post-test counseling for any HIV testing through the CTR program.
* Provides linkage to care services to individuals identified as HIV positive.
* Establish and maintain relationships with Total Health Care providers and staff, as well as community agencies in order to connect required services to patients quickly.
* Gather patient data and clinical information for data entry into EHR and/or other designated data/reporting system.
* Flexible and able to work in a changing environment with a positive perspective.
* Participates in outreach and health screening activities during events in the community.
* Schedule appointments as needed.
* When contacting patients for upcoming appointments, accurately communicate the appointment information and any other facility-specific information needed to have a successful appointment.
* Document all contacts in a clear, concise and timely manner according to agency and departmental policy.
* Attend and participate in all staff meetings, training, conferences…etc.
* Works as part of the multi-disciplinary team to provide tools and strategies using a patient-centered approach to support individuals being tested and linked to care.
* Work in tandem with the Outreach Coordinator to meet program goals.
* Perform venipuncture and specimen procurement, if in possession of appropriate credentials (ie. Medical Assistant, Phlebotomist, etc.) to do so.
* Behaves in accordance with THC's customer service standards to promote patient satisfaction which includes greeting all patients and/or visitors.
* Adheres to organizational policy and procedures, OSHA, HIPAA, and other related guidelines.
* Participates in quality initiatives and supports the organizational strategic goals
* Other duties as assigned.
Minimum Education, Training and Experience Required
* A minimum of a High School Diploma is required.
* HIV Testing and Counseling Certification preferred
Phlebotomy experience preferred