Operations Specialist jobs at Gallagher - 134 jobs

Pharmacy Services Specialist (Clinical Programs ‐ Stars) CalOptima Join Us in this Amazing Opportunity The Team You'll Join We are a mission driven community‐based organization that serves member health with excellence and dignity, respecting the value and needs of each person. If you are ready to advance your career while making a difference, we encourage you to review and apply today and help us build healthier communities for all. More About the Opportunity We are hoping you will join us as a Pharmacy Services Specialist (Clinical Programs ‐ Stars) and help shape the future of healthcare where you'll be an integral part of our Pharmacy Management team, helping to strive for excellence while we serve our member health with dignity, respecting the value and needs of each of our members through collaboration with our providers, community partners and local stakeholders. This position has been approved to be Full Telework. If telework is approved, you are required to work within the State of California only and if Partial Telework, also come in to the Main Office in Orange, CA, at least two (2) days per week minimum. You will utilize specialized pharmacy knowledge and expertise to assist participating pharmacies, members, providers, CalOptima Health departments, health networks and other entities in assuring the efficient, timely and effective provision of pharmaceutical products and services to CalOptima Health members. You will interact with other department staff throughout the organization, as well as external contacts daily. You will be responsible for ongoing public contacts including, but are not limited to, members, individual pharmacies, member advocates, family members, health networks, Public Guardian's Office, Regional Center and other agencies. Together, we are building a stronger, more equitable health system. Your Contributions To the Team: 85% ‐ Program Support Participates in a mission‐driven culture of high‐quality performance, with a member focus on customer service, consistency, dignity and accountability. Conducts outbound calls to members, pharmacies, and providers in an effort to improve Star measure performance for medication adherence and other Star programs as needed. Using a pharmacy computer program, retrieves drug‐specific technical data and information necessary for the completion of departmental and interdepartmental pharmacy‐related functions and operations. Assists with resolution of provider and member pharmacy issues requiring specialized technical and professional knowledge and expertise, including pharmacy authorizations. Supports the department with claims disputes between providing pharmacies, the pharmacy claims administrator, CalOptima Health Claims Department and other entities as necessary. Interprets and articulates Pharmacy Management program policies and procedures to pharmacy providers, other providers, other CalOptima Health staff, external agencies and others as required. Assists in the processing of pharmaceutical prior authorization and appeals requests as per the CalOptima Health Prior Authorization Guidelines as needed. Establishes and maintains key contacts both internally and externally to assure appropriate coordination and provision of pharmacy services to CalOptima Health Members. Accepts referrals from Member Services and work in conjunction with employees from this department to resolve all pharmacy‐related member complaints, including those related to the pharmacy authorization process. Assists pharmacies and health plans in resolving member‐specific pharmacy services access issues, removing barriers to access to pharmaceutical services. Identifies pharmacy‐related resources and recommend new procedures, processes or activities that help assure the efficient provision of pharmacy services to members. 10% ‐ Administrative Support Assists the team in carrying out department responsibilities and collaborates with others to support short‐ and long‐term goals/priorities for the department. Maintains documentation of the Stars adherence program and other Stars program outreach according to the internal guidelines. 5% ‐ Completes other projects and duties as assigned. Do You Have What the Role Requires? High School diploma or equivalent PLUS 1 year of experience as a pharmacy technician required; an equivalent combination of education and experience sufficient to successfully perform the essential duties of the position such as those listed above may also be qualifying. You'll Stand Out More If You Possess the Following: Associate degree in a health‐related field. Pharmacy Technician Certification Board (PTCB). Bilingual in English and in one of CalOptima Health's defined threshold languages (Arabic, Chinese, Farsi, Korean, Russian, Spanish, Vietnamese). What the Regulatory Agencies Need You to Possess? A current, valid, unrestricted California Pharmacy Technician license required. Your Knowledge & Abilities to Bring to this Role: Develop rapport and establish and maintain effective working relationships with CalOptima Health's leadership and staff and external contacts at all levels and with diverse backgrounds. Work independently and exercise sound judgment. Communicate clearly and concisely, both orally and in writing. Work a flexible schedule; available to participate in evening and weekend events. Organize, be analytical, problem‐solve and possess project management skills. Work in a fast‐paced environment and in an efficient manner. Manage multiple projects and identify opportunities for internal and external collaboration. Motivate and lead multi‐program teams and external committees/coalitions. Utilize computer and appropriate software (e.g., Microsoft Office: Word, Outlook, Excel, PowerPoint) and job specific applications/systems to produce correspondence, charts, spreadsheets, and/or other information applicable to the position assignment. Your Physical Requirements (With or Without Accommodations): Ability to visually read information from computer screens, forms and other printed materials and information. Ability to speak (enunciate) clearly in conversation and general communication. Hearing ability for verbal communication/conversation/responses via telephone, telephone systems, and face‐to‐face interactions. Manual dexterity for typing, writing, standing and reaching, flexibility, body movement for bending, crouching, walking, kneeling and prolonged sitting. Lifting and moving objects, patients and/or equipment 10 to 25 pounds Ways We Are Here For You You'll enjoy competitive compensation for this role. Our current hiring range is: Pay Grade: 301 ‐ $47,840 ‐ $64,584 ($23.00 ‐ $31.0500).

Title: Ergonomic Specialist Status: Full Time Hours: M-F 6:30 am - 3:00 pm ATI is a leading healthcare company specializing in musculoskeletal (MSK) health across the entire spectrum of care. Using a data-driven approach and highly skilled team members, we are redefining occupational health by proactively engaging employees, addressing injury causes, and reducing reliance on reactive treatments. As an Ergonomic Specialist , you will assess potential MSK injury risks and implement strategic solutions to mitigate them. This role emphasizes injury prevention and early intervention, providing integrated support to help workers stay healthy and productive. Ergonomic Specialist Support and Development At ATI, we prioritize your growth and success: + Collaborative Care: Supportive work environment with a network of industry partners and ATI's professional resources. + Commitment to Work-Life Balance: A schedule that promotes balance. + Autonomy of Care: Develop Injury Prevention programs for on-site employees. + Ongoing Learning and Resources : Access ATI Academy, BOC Classes (ATI Provider), structured mentorship, and leadership training. Clickhereto learn more. Benefits Highlights We offer a competitive compensation package with an incentive plan, and comprehensive benefits, including: + Paid Time Off : Generous PTO, holiday pay, CEU, and "Be Well Days" to recharge, prioritize mental and physical health. + Medical, Dental & Vision Coverage: Flexible plan options. + 401(k) Match: Competitive employer matching. + Childcare Tuition Assistance: Discounted rates. + Health Savings & Flexible Spending Accounts: Tax-saving options. + Short- & Long-Term Disability: 100% employer paid income protection plans. + Life Insurance: Employer-paid and voluntary options. + Parental Leave & Adoption Assistance : Paid time for new parents and support for adoption costs. + Wellness Programs: Including weight-loss and lifestyle coaching, digital mental-health support, and 24/7 virtual telehealth access.\* + Corporate Discounts: Exclusive deals for employees. + And more! Clickherefor the complete list of benefit offerings _\*_ _NEW 2026 benefit!_ Responsibilities As an Ergonomic Specialist you will be responsible for interfacing with office and industrial clients to assess employee health status and create an individualized plan for improvement. + Perform, document, and track ergo task analysis using client or ATI specific tools + Develop strategic actions for direction of client's ergonomics program + Develop, train, and lead cross functional teams and committees to include client's employees + Interface with department leaders and corporate executives to seek feedback and/or approval for projects, report, and program KPIs + Manage task lists with identified ergo risk furthering problem solve risk mitigation strategies and the ability to prioritize projects + Deploy new technology to include software and wearable technology _The duties and responsibilities described are not a comprehensive list and additional tasks may be assigned to the employee from time to time; or the scope of the job may change as necessitated by business demands._ Qualifications Required: + Bachelor's Degree in Allied Health or an equivalent combination of education. _Or_ + Minimum 2 years' experience in Early Intervention and/or industrial ergonomics Preferred: + Education Bachelor's Degree in Human Factors, Engineering Biomechanics, Kinesiology, Ergonomics, Safety, Nursing or Allied Health Profession + AEP-Associate Ergonomics Professional Certificate + Previous training/experience in Industrial Ergonomics _ATI provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training._ \# LI-KH4 Virtual Employee? No ReqID _2025-27544_ Job Locations _US-MI-Detroit_ Job Category _Occupational Health - Worksite Solutions_ Pay Class _Full Time_

Description If you're looking for a career that provides affordable health benefit solutions to the people who support some of the most vital industries, we're looking for you. At Pinnacle Claims Management, we are an innovative third-party administrator (TPA) that provides a full-suite of comprehensive and customized health benefits administration services for self-funded companies, including health management and wellness solutions, and pharmacy benefit management. We are also a proud contracted partner with Covered California. As part of the Western Growers Family of Companies, we are committed to providing our employees with everything they need to succeed and grow. We know that taking care of our clients starts with taking care of our employees. As a keystone of our philosophy, we recognize that every person on our team comes to us with a unique background, history and story that adds strength to our organization. Additionally, employees are encouraged to recognize that there isn't a work life and a home life, there is one life. This recognition throughout the organization emphasizes the value of finding a healthy and happy balance in every employee's life. One way this is realized for employees of Pinnacle Claims Management is flexible work arrangements with work-from-home, in-office or hybrid options. With competitive compensation packages, premier investment support, enriching personal development and more, we strive for our employees' job satisfaction and success. Compensation: $38,625.60 - $48,750 with a rich benefits package that includes profit-sharing. Job Description SummaryUnder the direction of the Senior Supervisor, Customer Service, the bilingual Child Care Providers United (CCPU) customer service representative provides consultive telephonic and web-based assistance to Child Care Providers, Agents, and Enrollment Specialists in the Health Benefits Exchange administration. In addition, the incumbent will provide customer service support to individuals by instructing them on correct eligibility management procedures and troubleshooting application issues and concerns. This position is also responsible for responding to general customer inquiries regarding insurance benefits, provider contracts, eligibility, and claims in a confidential, professional, and ethical manner. Qualifications High School diploma or GED and a minimum of one (1) to three (3) years of experience in customer service within a call center environment preferred. Excellent oral and written communication skills in English and Spanish, required. Comprehensive command of the Spanish language with the ability to utilize it up to 35% of the time. Knowledge of Health Benefits, eligibility, application, and enrollment processes preferred. Knowledge of government regulations, federal states, and local health benefits programs preferred. Good communication and telephone skills with a clear and concise speaking voice. Demonstrated ability to learn new software and navigate multiple systems at once. Moderate computing and keyboarding skills, including proficiency with Customer Relationship Management (CRM) software. Ability to retain and apply knowledge of the various operations, products, and services of the organization, to provide excellent customer service support. Ability to adapt to a constantly changing environment. Proficient organizational and time management skills. Ability to retain and apply knowledge of the various operations of the organization, products, and services to provide excellent customer service support. Internet access provided by a cable or fiber provider with 40 MB download and 10 MB upload speeds. Home router with wired Ethernet (wireless connections and hotspots are not permitted). A designated room for your office or steps taken to protect company information (e.g., facing computer towards wall, etc.) A functioning smoke detector, fire extinguisher, and first aid kit on site. Duties And Responsibilities Customer Advocate Foster and build good working relationships with Providers, Agents, Certified Enrollment Counselors, and federal and state agency contacts. Respond to customer questions telephonically or in writing regarding insurance benefits, provider contracts, eligibility, and claims confidentially, professionally, and ethically. Research and resolve aged customer service open calls within company standards. Obtain and extract information from the Health Care Processing System (HCPS) and other systems. Develop and maintains positive customer relations and coordinate with various departments to ensure customer requests and questions are handled appropriately and promptly. Be accountable and resolve issues by measuring impact, improving, and correcting course. Adhere to the call center's quality assurance guidelines to ensure best-in-class service is provided during all interactions. Call Center Support Thoroughly document information, activities, inquiry outcomes, and changes in the database for accurate tracking and analysis. Research and analyze data to address operational challenges and customer service issues. Provide external and internal customers with the requested information. Communicate with the appropriate departments and identifies service issues. Identify inefficiencies within the established processes and suggest possible solutions to save time, reduce risk, and reduce expenses. Meet and maintain all KPIs to support the department service metrics and performance objections. Other Maintain regular attendance per employee handbook guidelines. Utilize all capabilities to satisfy one mission - to enhance the competitiveness and profitability of our members. Do everything possible to help members succeed by being curious and striving to understand what others are trying to achieve, planning, and executing work helpfully and collaboratively. Be willing to adjust efforts to ensure that work and attitude are helpful to others, being self-accountable, creating a positive impact, and being diligent in delivering results. Maintain internet speed of 40 MB download and 10 MB upload and router with wired Ethernet. Maintain a HIPAA-compliant workstation and utilize appropriate security techniques to ensure HIPAA-required protection of all confidential/protected client data. Maintain and service safety equipment (e.g., smoke detector, fire extinguisher, first aid kit). All other duties as assigned. Physical Demands/Work EnvironmentThe physical demands and work environment described here represent those that an employee must meet to successfully perform this job's essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to communicate with others. The employee frequently is required to move around the office. The employee is often required to use tools, objects, and controls. This noise level in the work environment is usually moderate. #LI-REMOTE

If you're looking for a career that provides affordable health benefit solutions to the people who support some of the most vital industries, we're looking for you. At Pinnacle Claims Management, we are an innovative third-party administrator (TPA) that provides a full-suite of comprehensive and customized health benefits administration services for self-funded companies, including health management and wellness solutions, and pharmacy benefit management. We are also a proud contracted partner with Covered California. As part of the Western Growers Family of Companies, we are committed to providing our employees with everything they need to succeed and grow. We know that taking care of our clients starts with taking care of our employees. As a keystone of our philosophy, we recognize that every person on our team comes to us with a unique background, history and story that adds strength to our organization. Additionally, employees are encouraged to recognize that there isn't a work life and a home life, there is one life. This recognition throughout the organization emphasizes the value of finding a healthy and happy balance in every employee's life. One way this is realized for employees of Pinnacle Claims Management is flexible work arrangements with work-from-home, in-office or hybrid options. With competitive compensation packages, premier investment support, enriching personal development and more, we strive for our employees' job satisfaction and success. Compensation: $38,625.60 - $48,750 with a rich benefits package that includes profit-sharing. Job Description Summary Under the direction of the Senior Supervisor, Customer Service, the bilingual Child Care Providers United (CCPU) customer service representative provides consultive telephonic and web-based assistance to Child Care Providers, Agents, and Enrollment Specialists in the Health Benefits Exchange administration. In addition, the incumbent will provide customer service support to individuals by instructing them on correct eligibility management procedures and troubleshooting application issues and concerns. This position is also responsible for responding to general customer inquiries regarding insurance benefits, provider contracts, eligibility, and claims in a confidential, professional, and ethical manner. Qualifications * High School diploma or GED and a minimum of one (1) to three (3) years of experience in customer service within a call center environment preferred. * Excellent oral and written communication skills in English and Spanish, required. * Comprehensive command of the Spanish language with the ability to utilize it up to 35% of the time. * Knowledge of Health Benefits, eligibility, application, and enrollment processes preferred. * Knowledge of government regulations, federal states, and local health benefits programs preferred. * Good communication and telephone skills with a clear and concise speaking voice. * Demonstrated ability to learn new software and navigate multiple systems at once. * Moderate computing and keyboarding skills, including proficiency with Customer Relationship Management (CRM) software. * Ability to retain and apply knowledge of the various operations, products, and services of the organization, to provide excellent customer service support. * Ability to adapt to a constantly changing environment. * Proficient organizational and time management skills. * Ability to retain and apply knowledge of the various operations of the organization, products, and services to provide excellent customer service support. * Internet access provided by a cable or fiber provider with 40 MB download and 10 MB upload speeds. * Home router with wired Ethernet (wireless connections and hotspots are not permitted). * A designated room for your office or steps taken to protect company information (e.g., facing computer towards wall, etc.) * A functioning smoke detector, fire extinguisher, and first aid kit on site. Duties And Responsibilities Customer Advocate * Foster and build good working relationships with Providers, Agents, Certified Enrollment Counselors, and federal and state agency contacts. * Respond to customer questions telephonically or in writing regarding insurance benefits, provider contracts, eligibility, and claims confidentially, professionally, and ethically. * Research and resolve aged customer service open calls within company standards. * Obtain and extract information from the Health Care Processing System (HCPS) and other systems. * Develop and maintains positive customer relations and coordinate with various departments to ensure customer requests and questions are handled appropriately and promptly. * Be accountable and resolve issues by measuring impact, improving, and correcting course. * Adhere to the call center's quality assurance guidelines to ensure best-in-class service is provided during all interactions. Call Center Support * Thoroughly document information, activities, inquiry outcomes, and changes in the database for accurate tracking and analysis. * Research and analyze data to address operational challenges and customer service issues. * Provide external and internal customers with the requested information. * Communicate with the appropriate departments and identifies service issues. * Identify inefficiencies within the established processes and suggest possible solutions to save time, reduce risk, and reduce expenses. * Meet and maintain all KPIs to support the department service metrics and performance objections. Other * Maintain regular attendance per employee handbook guidelines. * Utilize all capabilities to satisfy one mission - to enhance the competitiveness and profitability of our members. Do everything possible to help members succeed by being curious and striving to understand what others are trying to achieve, planning, and executing work helpfully and collaboratively. Be willing to adjust efforts to ensure that work and attitude are helpful to others, being self-accountable, creating a positive impact, and being diligent in delivering results. * Maintain internet speed of 40 MB download and 10 MB upload and router with wired Ethernet. * Maintain a HIPAA-compliant workstation and utilize appropriate security techniques to ensure HIPAA-required protection of all confidential/protected client data. * Maintain and service safety equipment (e.g., smoke detector, fire extinguisher, first aid kit). * All other duties as assigned. Physical Demands/Work Environment The physical demands and work environment described here represent those that an employee must meet to successfully perform this job's essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to communicate with others. The employee frequently is required to move around the office. The employee is often required to use tools, objects, and controls. This noise level in the work environment is usually moderate. #LI-REMOTE

Description At Pinnacle Claims Management, we are an innovative third-party administrator (TPA) that provides a full-suite of comprehensive and customized health benefits administration services for self-funded companies, including health management and wellness solutions, and pharmacy benefit management. As part of the Western Growers Family of Companies, we are committed to providing our employees with everything they need to succeed and grow. We know that taking care of our clients starts with taking care of our employees. As a keystone of our philosophy, we recognize that every person on our team comes to us with a unique background, history and story that adds strength to our organization. Additionally, employees are encouraged to recognize that there isn't a work life and a home life, there is one life. This recognition throughout the organization emphasizes the value of finding a healthy and happy balance in every employee's life. One way this is realized for employees of Pinnacle Claims Management is flexible work arrangements with work-from-home, in-office or hybrid options. With competitive compensation packages, premier investment support, enriching personal development and more, we strive for our employees' job satisfaction and success. Compensation:$ $46,669.19 - $ $60,668.60 with a rich benefits package that includes profit-sharing.Job Description SummaryThis position reports to the Supervisor I, Key Accounts. This position is responsible for serving as the first point of contact for Operations Specialist Is and Field Operations Specialists assigned to their Pod. This position will process financial transactions in the company's financial processing systems as it relates to individual and group billing, automated clearing house (ACH), and cash receipt processing. The incumbent will also maintain and balance individual accounts receivables including delinquency processing and terminations. Additionally, they will manage all financial aspects of reimbursement requests submitted by consumers, generating desired reports, and processing and approving reimbursement payments via the company's financial processing systems. The incumbent is responsible for managing all incoming claims and reimbursement requests and processing claims and client reimbursements, including complex claim cases requiring research and resolution. Lastly, they mentor and support the development of the Specialist level I in conjunction with the Team Lead.Q UA L IF IC A T IO NS · BA/BS degree in accounting, finance or business-related field preferred plus three (3) to four (4) years experience working in a related field or equivalent combination of education and experience, preferred.· Excellent oral and written communication skills in English and Spanish, to include modern business communications, formatting of professional letters, reports and phone etiquette, required.· Comprehensive command of the Spanish language with the ability to utilize it up to 50% of the time.· Demonstrated ability to multi-task, work in a fast-paced environment, meet established deadlines, and work independently with minimal supervision or in team environment.· Proficient knowledge of end-user office software i.e., calendaring, word-processing, spreadsheet and email and the ability to develop strong proficiency working with a proprietary Health Care system.· Advanced customer service skills.· Moderate ability to analyze and resolve technical problems and/or client inquiries as they arise.· Intermediate knowledge of generally accepted Health Care Eligibility and Billing procedures as well as Health Insurance Portability and Accountability Act (HIPAA), Consolidated Omnibus Budget Reconciliation Act (COBRA), Cal-COBRA, Multiple Employer Welfare Arrangement (MEWA) and Employee Retirement Income Security Act (ERISA) regulations.· Knowledge of health insurance industry and standard health care eligibility provisions.· Internet access provided by a cable or fiber provider with 40 MB download and 10 MB upload speeds.· Home router with wired Ethernet (wireless connections and hotspots are not permitted).· A designated room for your office or steps taken to protect company information (e.g., facing computer towards wall, etc.)· A functioning smoke detector, fire extinguisher, and first aid kit on site. D UT IE S A ND R E S P O NS IB IL IT I E S Account Operations & Maintenance · Maintain/manage all Key Account contribution/premium reimbursements, COBRA payments and enrollments, and vendor pass thru payments for Key Accounts.· Manage complex account reconciliations, special assignments, and build ad hoc reports.· Manage all Key Account contributions, premium reimbursements, and other client contributions.· Verify and authorize the release of key account provider payments within four (4) four business days of account funding.· Generate and distribute scheduled, specific reports to leadership from the claims processing system.· Review and process National Automated Clearing House Association files daily.· Identify inefficiencies within the established processes and suggest possible solutions to save time, reduce risk, or reduce expenses.· Manage and maintain bank lockbox, and ACH/Wire programs.· Collaborate with Key Account leadership to provide tactical recommendations based on analysis of the data, business situation, and moderate knowledge of systems.· Lead and respond to escalated customer inquiries regarding billing issues.· Coordinate activities and provide training for lower-level staff.· Assist with system testing of IT related projects and the implementation of application software releases within the Finance organization.· Create and document Standard Operating Procedures (SOP's).· Identify, initiate, and implement process improvements and/or innovations. Transaction Processing · Review and process all claims in the company's financial processing systems.· Review and process client applications and correct eligibility as needed to resolve complex cases.· Review and enter manual requests for reimbursement into the company's financial processing system on the provider's behalf and process the request via OPS Connect.· Review and process new reimbursement requests cases in OPS Connect· Reach out to providers that need additional explanation regarding the documents needed for reimbursement review and processing.· Process any requests the team sends for changes via the claims processing system.· Process and verify necessary corrections on manual adjustments posted to the consumer's account.· Create repayment reports and perform account offsetting as assigned to clear accounts receivables.· Assess and process refunds for terminations and overpayments on all accounts.· Apply cash to appropriate ledgers and research application issues.· Create and maintain logs, records, or databases of information about fraudulent activity· Gather financial documents related to investigations.· Analyze financial data to detect irregularities in areas such as billing trends, financial relationships, and regulatory compliance procedures.· Process related written and verbal account inquiries to a conclusion in a timely manner, including research as needed.· Provide assistance to the Operations Lead, as required. Customer Service · Process related written and verbal account inquiries to its conclusion in a timely manner to include research on as needed basis.· Work with the Operations Specialists I's and Field Operations Specialists to resolve unpaid and outstanding balances for providers, and other clients.· Maintain accurate records of information, activities, and changes in the database and inquiry outcomes for accurate tracking and analysis.· Research and analyze data to address operational challenges and customer service issues.· Provide guidance and answer questions for providers needing customer contact, including, but not limited to making outbound calls, sending messages via internal systems for tracking and continuity and returning messages.· Act as liaison with Accounting, as needed, for resolution of issues that may arise.· Provide timely and effective customer service to clients for requests, inquiries or issues concerning enrollment and/or billing items on their account.· Consistently meet processing cycle time standards and production due dates.· Mentor Financial Operations Specialists I's and Field Operations Specialists. Other Utilize all capabilities to satisfy one mission - to enhance the competitiveness and profitability of our members. Do everything possible to help members succeed by being curious and striving to understand what others are trying to achieve, planning, and executing work helpfully and collaboratively. Be willing to adjust efforts to ensure that work and attitude are helpful to others, be self-accountable, create a positive impact, and be diligent in delivering results. Maintain internet speed of 40 MB download and 10 MB upload and router with wired Ethernet. Maintain a HIPAA-compliant workstation and utilize appropriate security techniques to ensure HIPAA- required protection of all confidential/protected client data. Maintain and service safety equipment (e.g., smoke detector, fire extinguisher, first aid kit). All other duties as assigned. P H YS IC A L D E MA ND S /W OR K E N V I R O N ME N TThe physical demands and work environment described here represent those that an employee must meet to successfully perform this job's essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to communicate with others. The employee frequently is required to move around the office. The employee is often required to use tools, objects, and controls. This noise level in the work environment is usually moderate.#LI-Remote

At Pinnacle Claims Management, we are an innovative third-party administrator (TPA) that provides a full-suite of comprehensive and customized health benefits administration services for self-funded companies, including health management and wellness solutions, and pharmacy benefit management. As part of the Western Growers Family of Companies, we are committed to providing our employees with everything they need to succeed and grow. We know that taking care of our clients starts with taking care of our employees. As a keystone of our philosophy, we recognize that every person on our team comes to us with a unique background, history and story that adds strength to our organization. Additionally, employees are encouraged to recognize that there isn't a work life and a home life, there is one life. This recognition throughout the organization emphasizes the value of finding a healthy and happy balance in every employee's life. One way this is realized for employees of Pinnacle Claims Management is flexible work arrangements with work-from-home, in-office or hybrid options. With competitive compensation packages, premier investment support, enriching personal development and more, we strive for our employees' job satisfaction and success. Compensation:$ $46,669.19 - $ $60,668.60 with a rich benefits package that includes profit-sharing. Job Description Summary This position reports to the Supervisor I, Key Accounts. This position is responsible for serving as the first point of contact for Operations Specialist Is and Field Operations Specialists assigned to their Pod. This position will process financial transactions in the company's financial processing systems as it relates to individual and group billing, automated clearing house (ACH), and cash receipt processing. The incumbent will also maintain and balance individual accounts receivables including delinquency processing and terminations. Additionally, they will manage all financial aspects of reimbursement requests submitted by consumers, generating desired reports, and processing and approving reimbursement payments via the company's financial processing systems. The incumbent is responsible for managing all incoming claims and reimbursement requests and processing claims and client reimbursements, including complex claim cases requiring research and resolution. Lastly, they mentor and support the development of the Specialist level I in conjunction with the Team Lead. Q UA L IF IC A T IO NS * BA/BS degree in accounting, finance or business-related field preferred plus three (3) to four (4) years experience working in a related field or equivalent combination of education and experience, preferred. * Excellent oral and written communication skills in English and Spanish, to include modern business communications, formatting of professional letters, reports and phone etiquette, required. * Comprehensive command of the Spanish language with the ability to utilize it up to 50% of the time. * Demonstrated ability to multi-task, work in a fast-paced environment, meet established deadlines, and work independently with minimal supervision or in team environment. * Proficient knowledge of end-user office software i.e., calendaring, word-processing, spreadsheet and email and the ability to develop strong proficiency working with a proprietary Health Care system. * Advanced customer service skills. * Moderate ability to analyze and resolve technical problems and/or client inquiries as they arise. * Intermediate knowledge of generally accepted Health Care Eligibility and Billing procedures as well as Health Insurance Portability and Accountability Act (HIPAA), Consolidated Omnibus Budget Reconciliation Act (COBRA), Cal-COBRA, Multiple Employer Welfare Arrangement (MEWA) and Employee Retirement Income Security Act (ERISA) regulations. * Knowledge of health insurance industry and standard health care eligibility provisions. * Internet access provided by a cable or fiber provider with 40 MB download and 10 MB upload speeds. * Home router with wired Ethernet (wireless connections and hotspots are not permitted). * A designated room for your office or steps taken to protect company information (e.g., facing computer towards wall, etc.) * A functioning smoke detector, fire extinguisher, and first aid kit on site. D UT IE S A ND R E S P O NS IB IL IT I E S Account Operations & Maintenance * Maintain/manage all Key Account contribution/premium reimbursements, COBRA payments and enrollments, and vendor pass thru payments for Key Accounts. * Manage complex account reconciliations, special assignments, and build ad hoc reports. * Manage all Key Account contributions, premium reimbursements, and other client contributions. * Verify and authorize the release of key account provider payments within four (4) four business days of account funding. * Generate and distribute scheduled, specific reports to leadership from the claims processing system. * Review and process National Automated Clearing House Association files daily. * Identify inefficiencies within the established processes and suggest possible solutions to save time, reduce risk, or reduce expenses. * Manage and maintain bank lockbox, and ACH/Wire programs. * Collaborate with Key Account leadership to provide tactical recommendations based on analysis of the data, business situation, and moderate knowledge of systems. * Lead and respond to escalated customer inquiries regarding billing issues. * Coordinate activities and provide training for lower-level staff. * Assist with system testing of IT related projects and the implementation of application software releases within the Finance organization. * Create and document Standard Operating Procedures (SOP's). * Identify, initiate, and implement process improvements and/or innovations. Transaction Processing * Review and process all claims in the company's financial processing systems. * Review and process client applications and correct eligibility as needed to resolve complex cases. * Review and enter manual requests for reimbursement into the company's financial processing system on the provider's behalf and process the request via OPS Connect. * Review and process new reimbursement requests cases in OPS Connect * Reach out to providers that need additional explanation regarding the documents needed for reimbursement review and processing. * Process any requests the team sends for changes via the claims processing system. * Process and verify necessary corrections on manual adjustments posted to the consumer's account. * Create repayment reports and perform account offsetting as assigned to clear accounts receivables. * Assess and process refunds for terminations and overpayments on all accounts. * Apply cash to appropriate ledgers and research application issues. * Create and maintain logs, records, or databases of information about fraudulent activity * Gather financial documents related to investigations. * Analyze financial data to detect irregularities in areas such as billing trends, financial relationships, and regulatory compliance procedures. * Process related written and verbal account inquiries to a conclusion in a timely manner, including research as needed. * Provide assistance to the Operations Lead, as required. Customer Service * Process related written and verbal account inquiries to its conclusion in a timely manner to include research on as needed basis. * Work with the Operations Specialists I's and Field Operations Specialists to resolve unpaid and outstanding balances for providers, and other clients. * Maintain accurate records of information, activities, and changes in the database and inquiry outcomes for accurate tracking and analysis. * Research and analyze data to address operational challenges and customer service issues. * Provide guidance and answer questions for providers needing customer contact, including, but not limited to making outbound calls, sending messages via internal systems for tracking and continuity and returning messages. * Act as liaison with Accounting, as needed, for resolution of issues that may arise. * Provide timely and effective customer service to clients for requests, inquiries or issues concerning enrollment and/or billing items on their account. * Consistently meet processing cycle time standards and production due dates. * Mentor Financial Operations Specialists I's and Field Operations Specialists. Other * Utilize all capabilities to satisfy one mission - to enhance the competitiveness and profitability of our members. Do everything possible to help members succeed by being curious and striving to understand what others are trying to achieve, planning, and executing work helpfully and collaboratively. Be willing to adjust efforts to ensure that work and attitude are helpful to others, be self-accountable, create a positive impact, and be diligent in delivering results. * Maintain internet speed of 40 MB download and 10 MB upload and router with wired Ethernet. * Maintain a HIPAA-compliant workstation and utilize appropriate security techniques to ensure HIPAA- required protection of all confidential/protected client data. * Maintain and service safety equipment (e.g., smoke detector, fire extinguisher, first aid kit). * All other duties as assigned. P H YS IC A L D E MA ND S /W OR K E N V I R O N ME N T The physical demands and work environment described here represent those that an employee must meet to successfully perform this job's essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to communicate with others. The employee frequently is required to move around the office. The employee is often required to use tools, objects, and controls. This noise level in the work environment is usually moderate. #LI-Remote

**Discover a Career That Empowers You - Join HUB International!** At HUB International, we're more than just an insurance brokerage firm - we're a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there - we also invest deeply in our people. Here, your career is in your hands. You'll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength of a global firm and the heart of a regional team. As one of the world's largest insurance brokers - and a proud _Stevie Award-winning workplace_ - HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation. **Explore your future with HUB International. Let's grow together.** If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits - **HUB is the place for you.** We currently have an opportunity for an **Financial Operations Specialist** **.** Overview: Support and Maintain the Finance Processes and current Projects of the Operations/Finance Team through utilization and creation of functional effective workflows and project oversight. This includes working across the region and corporate teams to understand and obtain insight into best practices to recommend and develop for NEE. Assess core function key themes to recommend and develop continuous improvements. Role requires keen attention to detail, strong analytical skills, and effective communication skills. **Responsibilities** : Financial Operations + Utilizing, creating and delivering functional, effective workflows to ensure team is current on Operations Finance related tasks. + Accounts Receivable - Manage accounts receivable function including working with Account Managers and Business Leads across the region to maintain AR, sending accounts to collections, address and reconcile issues as needed, escalating as appropriate + Monthly reconciliation of the region's CVR Registry account. + Auditing and Maintaining EPIC data for Finance related accuracy. + A few examples of projects in this area: + Manage and audit Producer information and PRBR input in EPIC, Agency Management System. + Monthly audit of NEE's Hub 2 Hub handshake deals + Smart Portal NEE Liaison and Cleanup with SPG Team + Producer threshold project including review of policies and help with cleanup in EPIC ARC $Activity Management + Tracking and follow up of Open $activities for the NEE Region, including help with resolution. + Includes managing overall $activity status for the region and assignment as needed + Participation in all Hub HFC Advisory Group Updates/Meetings Centralized Invoicing Backup/Resource + Agency billing of client invoices within the agency management system using source documents for accuracy if needed as back up. + Understanding of Surplus Lines Taxes and filing with InsCipher and monthly reconciliation. + Finance Agreement Creations and Processing Operations related Projects + Support of current and future Operations Projects + Drive process improvements by creation and analysis of workflows, best practices, for service team as needed Additional duties and projects as identified by COO, Director of Operations and the Financial Operations Manager. **Qualifications** : + Minimum for 3-5 years of experience in financial operations, accounting or a related role + 2 years' EPIC Agency Management System experience + Strong attention to detail and accuracy + Effective communication and interpersonal skills + Ability to manage multiple tasks and deadlines + Strong organizational and time management skills + Advanced Excel skills, including pivot tables, VLOOKUP, and data analysis + Ability to work both independently and as part of a team + May require travel _The expected salary range for this position is_ _$54,933 - $106,666_ _and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions._ Department Accounting & Finance Required Experience: 2-5 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program (**************************************** We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team ********************************** . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

**Discover a Career That Empowers You - Join HUB International!** At HUB International, we're more than just an insurance brokerage firm - we're a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there - we also invest deeply in our people. Here, your career is in your hands. You'll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength of a global firm and the heart of a regional team. As one of the world's largest insurance brokers - and a proud _Stevie Award-winning workplace_ - HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation. **Explore your future with HUB International. Let's grow together.** If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits - **HUB is the place for you.** We currently have an opportunity for an **Financial Operations Specialist** **.** Overview: Support and Maintain the Finance Processes and current Projects of the Operations/Finance Team through utilization and creation of functional effective workflows and project oversight. This includes working across the region and corporate teams to understand and obtain insight into best practices to recommend and develop for NEE. Assess core function key themes to recommend and develop continuous improvements. Role requires keen attention to detail, strong analytical skills, and effective communication skills. **Responsibilities** : Financial Operations + Utilizing, creating and delivering functional, effective workflows to ensure team is current on Operations Finance related tasks. + Accounts Receivable - Manage accounts receivable function including working with Account Managers and Business Leads across the region to maintain AR, sending accounts to collections, address and reconcile issues as needed, escalating as appropriate + Monthly reconciliation of the region's CVR Registry account. + Auditing and Maintaining EPIC data for Finance related accuracy. + A few examples of projects in this area: + Manage and audit Producer information and PRBR input in EPIC, Agency Management System. + Monthly audit of NEE's Hub 2 Hub handshake deals + Smart Portal NEE Liaison and Cleanup with SPG Team + Producer threshold project including review of policies and help with cleanup in EPIC ARC $Activity Management + Tracking and follow up of Open $activities for the NEE Region, including help with resolution. + Includes managing overall $activity status for the region and assignment as needed + Participation in all Hub HFC Advisory Group Updates/Meetings Centralized Invoicing Backup/Resource + Agency billing of client invoices within the agency management system using source documents for accuracy if needed as back up. + Understanding of Surplus Lines Taxes and filing with InsCipher and monthly reconciliation. + Finance Agreement Creations and Processing Operations related Projects + Support of current and future Operations Projects + Drive process improvements by creation and analysis of workflows, best practices, for service team as needed Additional duties and projects as identified by COO, Director of Operations and the Financial Operations Manager. **Qualifications** : + Minimum for 3-5 years of experience in financial operations, accounting or a related role + 2 years' EPIC Agency Management System experience + Strong attention to detail and accuracy + Effective communication and interpersonal skills + Ability to manage multiple tasks and deadlines + Strong organizational and time management skills + Advanced Excel skills, including pivot tables, VLOOKUP, and data analysis + Ability to work both independently and as part of a team + May require travel _The expected salary range for this position is_ _$54,933 - $106,666_ _and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions._ Department Accounting & Finance Required Experience: 2-5 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program (**************************************** We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team ********************************** . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

**Discover a Career That Empowers You - Join HUB International!** At HUB International, we're more than just an insurance brokerage firm - we're a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there - we also invest deeply in our people. Here, your career is in your hands. You'll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength of a global firm and the heart of a regional team. As one of the world's largest insurance brokers - and a proud _Stevie Award-winning workplace_ - HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation. **Explore your future with HUB International. Let's grow together.** If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits - **HUB is the place for you.** We currently have an opportunity for an **Financial Operations Specialist** **.** Overview: Support and Maintain the Finance Processes and current Projects of the Operations/Finance Team through utilization and creation of functional effective workflows and project oversight. This includes working across the region and corporate teams to understand and obtain insight into best practices to recommend and develop for NEE. Assess core function key themes to recommend and develop continuous improvements. Role requires keen attention to detail, strong analytical skills, and effective communication skills. **Responsibilities** : Financial Operations + Utilizing, creating and delivering functional, effective workflows to ensure team is current on Operations Finance related tasks. + Accounts Receivable - Manage accounts receivable function including working with Account Managers and Business Leads across the region to maintain AR, sending accounts to collections, address and reconcile issues as needed, escalating as appropriate + Monthly reconciliation of the region's CVR Registry account. + Auditing and Maintaining EPIC data for Finance related accuracy. + A few examples of projects in this area: + Manage and audit Producer information and PRBR input in EPIC, Agency Management System. + Monthly audit of NEE's Hub 2 Hub handshake deals + Smart Portal NEE Liaison and Cleanup with SPG Team + Producer threshold project including review of policies and help with cleanup in EPIC ARC $Activity Management + Tracking and follow up of Open $activities for the NEE Region, including help with resolution. + Includes managing overall $activity status for the region and assignment as needed + Participation in all Hub HFC Advisory Group Updates/Meetings Centralized Invoicing Backup/Resource + Agency billing of client invoices within the agency management system using source documents for accuracy if needed as back up. + Understanding of Surplus Lines Taxes and filing with InsCipher and monthly reconciliation. + Finance Agreement Creations and Processing Operations related Projects + Support of current and future Operations Projects + Drive process improvements by creation and analysis of workflows, best practices, for service team as needed Additional duties and projects as identified by COO, Director of Operations and the Financial Operations Manager. **Qualifications** : + Minimum for 3-5 years of experience in financial operations, accounting or a related role + 2 years' EPIC Agency Management System experience + Strong attention to detail and accuracy + Effective communication and interpersonal skills + Ability to manage multiple tasks and deadlines + Strong organizational and time management skills + Advanced Excel skills, including pivot tables, VLOOKUP, and data analysis + Ability to work both independently and as part of a team + May require travel _The expected salary range for this position is_ _$54,933 - $106,666_ _and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions._ Department Accounting & Finance Required Experience: 2-5 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program (**************************************** We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team ********************************** . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

**Discover a Career That Empowers You - Join HUB International!** At HUB International, we're more than just an insurance brokerage firm - we're a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there - we also invest deeply in our people. Here, your career is in your hands. You'll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength of a global firm and the heart of a regional team. As one of the world's largest insurance brokers - and a proud _Stevie Award-winning workplace_ - HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation. **Explore your future with HUB International. Let's grow together.** If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits - **HUB is the place for you.** We currently have an opportunity for an **Financial Operations Specialist** **.** Overview: Support and Maintain the Finance Processes and current Projects of the Operations/Finance Team through utilization and creation of functional effective workflows and project oversight. This includes working across the region and corporate teams to understand and obtain insight into best practices to recommend and develop for NEE. Assess core function key themes to recommend and develop continuous improvements. Role requires keen attention to detail, strong analytical skills, and effective communication skills. **Responsibilities** : Financial Operations + Utilizing, creating and delivering functional, effective workflows to ensure team is current on Operations Finance related tasks. + Accounts Receivable - Manage accounts receivable function including working with Account Managers and Business Leads across the region to maintain AR, sending accounts to collections, address and reconcile issues as needed, escalating as appropriate + Monthly reconciliation of the region's CVR Registry account. + Auditing and Maintaining EPIC data for Finance related accuracy. + A few examples of projects in this area: + Manage and audit Producer information and PRBR input in EPIC, Agency Management System. + Monthly audit of NEE's Hub 2 Hub handshake deals + Smart Portal NEE Liaison and Cleanup with SPG Team + Producer threshold project including review of policies and help with cleanup in EPIC ARC $Activity Management + Tracking and follow up of Open $activities for the NEE Region, including help with resolution. + Includes managing overall $activity status for the region and assignment as needed + Participation in all Hub HFC Advisory Group Updates/Meetings Centralized Invoicing Backup/Resource + Agency billing of client invoices within the agency management system using source documents for accuracy if needed as back up. + Understanding of Surplus Lines Taxes and filing with InsCipher and monthly reconciliation. + Finance Agreement Creations and Processing Operations related Projects + Support of current and future Operations Projects + Drive process improvements by creation and analysis of workflows, best practices, for service team as needed Additional duties and projects as identified by COO, Director of Operations and the Financial Operations Manager. **Qualifications** : + Minimum for 3-5 years of experience in financial operations, accounting or a related role + 2 years' EPIC Agency Management System experience + Strong attention to detail and accuracy + Effective communication and interpersonal skills + Ability to manage multiple tasks and deadlines + Strong organizational and time management skills + Advanced Excel skills, including pivot tables, VLOOKUP, and data analysis + Ability to work both independently and as part of a team + May require travel _The expected salary range for this position is_ _$54,933 - $106,666_ _and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions._ Department Accounting & Finance Required Experience: 2-5 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program (**************************************** We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team ********************************** . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

**Discover a Career That Empowers You - Join HUB International!** At HUB International, we're more than just an insurance brokerage firm - we're a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there - we also invest deeply in our people. Here, your career is in your hands. You'll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength of a global firm and the heart of a regional team. As one of the world's largest insurance brokers - and a proud _Stevie Award-winning workplace_ - HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation. **Explore your future with HUB International. Let's grow together.** If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits - **HUB is the place for you.** We currently have an opportunity for an **Financial Operations Specialist** **.** Overview: Support and Maintain the Finance Processes and current Projects of the Operations/Finance Team through utilization and creation of functional effective workflows and project oversight. This includes working across the region and corporate teams to understand and obtain insight into best practices to recommend and develop for NEE. Assess core function key themes to recommend and develop continuous improvements. Role requires keen attention to detail, strong analytical skills, and effective communication skills. **Responsibilities** : Financial Operations + Utilizing, creating and delivering functional, effective workflows to ensure team is current on Operations Finance related tasks. + Accounts Receivable - Manage accounts receivable function including working with Account Managers and Business Leads across the region to maintain AR, sending accounts to collections, address and reconcile issues as needed, escalating as appropriate + Monthly reconciliation of the region's CVR Registry account. + Auditing and Maintaining EPIC data for Finance related accuracy. + A few examples of projects in this area: + Manage and audit Producer information and PRBR input in EPIC, Agency Management System. + Monthly audit of NEE's Hub 2 Hub handshake deals + Smart Portal NEE Liaison and Cleanup with SPG Team + Producer threshold project including review of policies and help with cleanup in EPIC ARC $Activity Management + Tracking and follow up of Open $activities for the NEE Region, including help with resolution. + Includes managing overall $activity status for the region and assignment as needed + Participation in all Hub HFC Advisory Group Updates/Meetings Centralized Invoicing Backup/Resource + Agency billing of client invoices within the agency management system using source documents for accuracy if needed as back up. + Understanding of Surplus Lines Taxes and filing with InsCipher and monthly reconciliation. + Finance Agreement Creations and Processing Operations related Projects + Support of current and future Operations Projects + Drive process improvements by creation and analysis of workflows, best practices, for service team as needed Additional duties and projects as identified by COO, Director of Operations and the Financial Operations Manager. **Qualifications** : + Minimum for 3-5 years of experience in financial operations, accounting or a related role + 2 years' EPIC Agency Management System experience + Strong attention to detail and accuracy + Effective communication and interpersonal skills + Ability to manage multiple tasks and deadlines + Strong organizational and time management skills + Advanced Excel skills, including pivot tables, VLOOKUP, and data analysis + Ability to work both independently and as part of a team + May require travel _The expected salary range for this position is_ _$54,933 - $106,666_ _and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions._ Department Accounting & Finance Required Experience: 2-5 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program (**************************************** We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team ********************************** . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Farmers Insurance Federal Credit Union (FIGFCU) is building a best-in-class business banking platform-and we're looking for a dynamic, operations-minded individual to help bring it to life. As the Business Banking & Treasury Operations Specialist, you'll be the resident expert on how our core banking system (Fiserv DNA) powers treasury and cash management services for our growing business member base. This is a rare opportunity to help shape the operational backbone of a high-impact program. You'll partner across teams to deliver digital-first, scalable, and member-centric treasury solutions like ACH origination, wires, positive pay, and escrow/IOLTA accounts. If you're a systems-savvy operations pro who thrives on building from the ground up-this is your moment. Key Responsibilities Serve as the internal operations expert for our core banking platform as it relates to business account products and treasury services. Lead operational development and implementation for cash management features, including: ACH origination and file processing Wire transfers and investigations Positive pay and fraud mitigation tools Sweep accounts and business account hierarchies Escrow and IOLTA account management Partner with digital banking teams (e.g., Lumin) to ensure front-end functionality is aligned with core capabilities. Develop and refine SOPs and workflows for business account onboarding, servicing, and exception handling. Ensure operational compliance with relevant regulations (e.g., Reg E, BSA/AML, NACHA, crow compliance) Support business banking initiatives including new product design, operational scalability, and systems integration. Lead or contribute to operational readiness for post-digital conversion features such as activity billing and account analysis. What You Bring 5+ years of experience in financial institution operations with a focus on business banking, treasury services, or commercial deposits. Strong working knowledge of core banking platform (Fiserv DNA preferred), including product configuration, data fields, and back-office processing. Experience supporting digital delivery of business banking services-especially ACH, wires, RDC, and positive pay. Strong knowledge of business account types and requirements Familiarity with business member needs and the unique operational aspects of escrow and IOLTA accounts. Ability to translate business needs into technical and process requirements. Self-starter who thrives in a build-from-scratch environment. Creative problem-solver who navigates ambiguity with confidence and care. Member-first mindset-you design with the business member in mind at every step. Data-driven and detail-oriented-you look for patterns, optimize for scale, and catch what others might miss. Collaborative communicator-you work across teams with clarity, purpose, and a get-it-done attitude. Why FIGFCU? At Farmers Insurance Federal Credit Union, we believe in bold thinking, building for the future, and making banking better for our members. As we expand our business banking capabilities, you'll have a unique opportunity to shape a modern, nimble, and meaningful operation from the inside out.

**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. **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 ******************************************************** .

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. 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 *********************************************************

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. 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 *********************************************************

**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. **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 ******************************************************** .

**Discover a Career That Empowers You - Join HUB International!** At HUB International, we're more than just an insurance brokerage firm - we're a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there - we also invest deeply in our people. Here, your career is in your hands. You'll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength of a global firm and the heart of a regional team. As one of the world's largest insurance brokers - and a proud _Stevie Award-winning workplace_ - HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation. **Explore your future with HUB International. Let's grow together.** If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits - **HUB is the place for you.** We currently have an opportunity for an **Financial Operations Specialist** **.** Overview: Support and Maintain the Finance Processes and current Projects of the Operations/Finance Team through utilization and creation of functional effective workflows and project oversight. This includes working across the region and corporate teams to understand and obtain insight into best practices to recommend and develop for NEE. Assess core function key themes to recommend and develop continuous improvements. Role requires keen attention to detail, strong analytical skills, and effective communication skills. **Responsibilities** : Financial Operations + Utilizing, creating and delivering functional, effective workflows to ensure team is current on Operations Finance related tasks. + Accounts Receivable - Manage accounts receivable function including working with Account Managers and Business Leads across the region to maintain AR, sending accounts to collections, address and reconcile issues as needed, escalating as appropriate + Monthly reconciliation of the region's CVR Registry account. + Auditing and Maintaining EPIC data for Finance related accuracy. + A few examples of projects in this area: + Manage and audit Producer information and PRBR input in EPIC, Agency Management System. + Monthly audit of NEE's Hub 2 Hub handshake deals + Smart Portal NEE Liaison and Cleanup with SPG Team + Producer threshold project including review of policies and help with cleanup in EPIC ARC $Activity Management + Tracking and follow up of Open $activities for the NEE Region, including help with resolution. + Includes managing overall $activity status for the region and assignment as needed + Participation in all Hub HFC Advisory Group Updates/Meetings Centralized Invoicing Backup/Resource + Agency billing of client invoices within the agency management system using source documents for accuracy if needed as back up. + Understanding of Surplus Lines Taxes and filing with InsCipher and monthly reconciliation. + Finance Agreement Creations and Processing Operations related Projects + Support of current and future Operations Projects + Drive process improvements by creation and analysis of workflows, best practices, for service team as needed Additional duties and projects as identified by COO, Director of Operations and the Financial Operations Manager. **Qualifications** : + Minimum for 3-5 years of experience in financial operations, accounting or a related role + 2 years' EPIC Agency Management System experience + Strong attention to detail and accuracy + Effective communication and interpersonal skills + Ability to manage multiple tasks and deadlines + Strong organizational and time management skills + Advanced Excel skills, including pivot tables, VLOOKUP, and data analysis + Ability to work both independently and as part of a team + May require travel _The expected salary range for this position is_ _$54,933 - $106,666_ _and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions._ Department Accounting & Finance Required Experience: 2-5 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program (**************************************** We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team ********************************** . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Why AAA Life AAA Life is a respected and trusted American brand that has been focusing on Life Insurance and Annuity Products since 1969. At AAA Life we have over 1.8 million policies where we take pride in earning the trust of our policyholders who understand our promise to be there for them - and their families - when we're needed most. By joining the AAA Life team, you are joining a company that genuinely cares about helping each other, with a devotion to protect the lives of those around us. We embrace a diverse, equitable, inclusive culture where all associates can feel a sense of belonging and use their unique talents and perspective to influence, innovate, motivate, and thrive. As a New Business Professional, you will process life and annuity applications ensuring each case is effectively managed to minimize turnaround time and maximize customer satisfaction. This may include reviewing confidential, sensitive, documents for completion and accuracy; ordering medical records and moving the case to completion. Note: Must be willing and able to work 9:30am to 6:00pm shift Responsibilities How You'll Work Work Solution: Remote Relocation Eligibility: Not Available What You'll Do Tasks may include reviewing confidential, sensitive, documents for completion and accuracy, ordering medical records and moving the case to completion. This role may also process reinstatements, and conversions. Process and track new business applications by inputting necessary data for accurate completion. Process life insurance and annuity applications ensuring each case is effectively managed to minimize turn-around time and maximize customer satisfaction. Generates reports, correspondence and form letters for additional information, document files and follows up according to established procedures. Reviews and processes new applications for life insurance and annuity products ensuring applications meet technical, legal and underwriting guidelines. Refers or consults with Senior New Business Professional or other staff as appropriate on more complex applications. Handles customer inquiries to include agents and members. This role may also: Process reinstatements, and conversions. Generates reports, correspondence and form letters for additional information, document files and follows ups. Reviews and processes new applications for life insurance and annuity products. Handles customer inquiries to include agents and members. Qualifications Qualifications 1 -2 years' experience in process-oriented customer service role. High School diploma or equivalent and some college level coursework required. Strong Computer and Data Entry skills Proficient with MS Office software Experienced with internet-based systems. Preferred Qualifications Excellent Verbal and Written Communication skills. Able to review data/documents for accuracy and consistency' take action to prevent mistakes; follow procedures closely; keep records accurate and up to date. Able to interpret situations and information objectively when stressed; remain calm and professional in potentially volatile or emotionally charged interactions; maintain high productivity in stressful situations; maintain high performance in the face of setbacks or rejections; view failures objectively and rebound quickly. Able to demonstrate mastery of the technical/functional skills necessary for performing own job. Able to gather appropriate data and diagnose the cause of a problem before taking action; separate causes from symptoms; apply lessons learned from others who encountered similar problems or challenges; anticipate problems and develops contingency plans to deal with them; develop and evaluate alternative courses of action. While performing the duties of this job, the employee is frequently required to stand, walk, sit, use hands to finger, handle, or feel, talk, hear and concentrate. Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodation will be made for otherwise qualified applicants as needed to enable them to fulfill these requirements. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law.

Man Group is a global alternative investment management firm focused on pursuing outperformance for sophisticated clients via our Systematic, Discretionary and Solutions offerings. Powered by talent and advanced technology, our single and multi-manager investment strategies are underpinned by deep research and span public and private markets, across all major asset classes, with a significant focus on alternatives. Man Group takes a partnership approach to working with clients, establishing deep connections and creating tailored solutions to meet their investment goals and those of the millions of retirees and savers they represent. Headquartered in London, we manage $213.9 billion* and operate across multiple offices globally. Man Group plc is listed on the London Stock Exchange under the ticker EMG.LN and is a constituent of the FTSE 250 Index. Further information can be found at *********** * As at 30 September 2025 Role Overview As a New Business Onboarding Specialist, you will support the Firm's new business initiatives by ensuring the operations infrastructure is ready to onboard new business on time. Key responsibilities: New Business & Infrastructure Setup Support the firm's new business initiatives and ensure operational infrastructure is in place to onboard new business Initiate and ensure completion of technical and operational setup for new funds and managed accounts Assist in launching new products and services Work with the Business and Clients to ensure specific requirements are met Engage with external parties to agree workflows, documentation requirements, account setup, and trade/statement communication Liaise with brokers and clients via multiple systems, email, and other communication channels Ensure due process is conducted on all requests in compliance with internal and external controls and audit requirements Data Management & Quality Resolve internal static data queries and issues in a timely manner within a controlled environment, covering: Securities and funds data Internal books and accounts Counterparty data Ensure data quality is updated and maintained with accuracy and timeliness Monitor trade queues for failed trades (TIA) Resolve trade issues caused by static data discrepancies Maintain internal trade booking and counterparty override rules Market Data & Configuration Maintain market-driven data points Update and manage local charge rules Configure settlement date rules Maintain exchange holiday calendars Technical Competencies: Experience in operations within an investment management firm, investment bank, or hedge fund Previous client-facing, middle office, or operations financial services experience Good understanding of financial markets and industry best practices Self-motivated and responsive to a constantly changing environment Ability to identify and escalate potential problems or delays to management Excellent written and oral communication skills (both client-facing and internal) Core Competencies: Client Service Excellence (Internal & External): Speaks the client's language; demonstrates understanding and empathy; shows personal responsibility and accountability; manages and exceeds client expectations Professional & Ethical Standards: Applies Man Group ethics and values; demonstrates positive attitude; globally oriented; business aware; seeks continuous skills enhancement; works comfortably in an entrepreneurial environment; ensures compliance Effective Team Working: Valued and sought after as a team member; recognizes and supports others The anticipated based salary range for this position is listed below. Compensation packages would also include benefits and a discretionary bonus. This is the base salary range that the Company believes it will pay for this position at the time of this posting based on the location and requirements of the position as well as the skills, qualifications, and experience of the applicant. The Firm reserves the right to modify this pay range at any time. US Pay Range$75,000-$85,000 USD Inclusion, Work-Life Balance and Benefits at Man Group You'll thrive in our working environment that champions equality of opportunity. Your unique perspective will contribute to our success, joining a workplace where inclusion is fundamental and deeply embedded in our culture and values. Through our external and internal initiatives, partnerships and programmes, you'll find opportunities to grow, develop your talents, and help foster an inclusive environment for all across our firm and industry. Learn more at ***********/diversity. You'll have opportunities to make a difference through our charitable and global initiatives, while advancing your career through professional development, and with flexible working arrangements available too. Like all our people, you'll receive two annual 'Mankind' days of paid leave for community volunteering. Our comprehensive benefits package includes competitive holiday entitlements, pension/401k, life and long-term disability coverage, group sick pay, enhanced parental leave and long-service leave. Depending on your location, you may also enjoy additional benefits such as private medical coverage, discounted gym membership options and pet insurance. Equal Employment Opportunity Policy Man Group provides equal employment opportunities to all applicants and all employees without regard to race, color, creed, national origin, ancestry, religion, disability, sex, gender identity and expression, marital status, sexual orientation, military or veteran status, age or any other legally protected category or status in accordance with applicable federal, state and local laws. Man Group is a Disability Confident Committed employer; if you require help or information on reasonable adjustments as you apply for roles with us, please contact *************************.