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Operations Servicing Specialist jobs at Assurant - 148 jobs

  • Producer Contracting Specialist

    Delta Dental of California 4.9company rating

    Alpharetta, GA jobs

    The Producer Contracting Specialist will be responsible for providing administrative support associated with the producer credentialing, re-credentialing and contracting functions as mandated by state and federal regulations and internal policies and procedures. The Specialist will collaborate with the producer credentialing, contracting and compensation teams as well as our external broker community, all state department insurance agencies and the California department of managed health care. RESPONSIBILITIES Reviews new broker portal appointment application for accuracy and completeness and processes application according to specific policies and procedures and state and federal mandates. Prepares, distributes and reviews administrative processing document and related reports for the producers. Submits, updates and maintains producer appointments, appointment terminations and background checks. Re-credentials and reconciles renewal appointments by validating the accuracy of the agents' demographic and license information. Updates and maintains producer demographic information on the broker portal and appointment software. Credentials licensed agents associated with enterprise insurance partners (eg. affiliations, medical, etc.) and internal sales departments. Reviews, prepares and maintains annual appointment renewal notices and terminations. Completes tasks related to the appointments and agreements. Creates and maintains agent fee agreements, consultant agreements and other producer related contracts. Communicates with the producer to resolve any discrepancies and inquiries related to the producer's application, appointment or agreement. Collaborates with internal business partners to successfully complete their tasks and responsibilities. Participates in system maintenance and upgrade testing. QUALIFICATIONS Minimum Qualifications 1+ years of experience w/High School Additional Experience Insurance and/or healthcare experience is preferred Knowledge, Skills, Abilities Proven commitment to excellence in customer service. Strong attention to detail and accuracy when completing data entry. Strong analytical, problem solving and reasoning skills. Experience with producer licensing and credentialing. Knowledge of state regulatory broker appointment requirements, health care industry or terminology. Proficient in Microsoft applications such as: Excel, Word, Outlook, SharePoint and Teams. Ability to prioritize work, follow-up on commitments on a timely basis, work under pressure and adhere to deadlines. Ability to work independently while having strong teaming skills. Ability to communicate professionally, clearly and effectively with producers, management, staff and other business partners. Knowledge and understanding of producer licensing, credentialing and appointments. Ability to type 50 wpm. Base Pay Information The national base pay range at the end is a good-faith estimate of what Delta Dental may pay for new hires. Actual pay may vary based on Delta Dental's assessment of the candidate's knowledge, skills, abilities (KSAs), related experience, education, certifications and ability to meet required minimum job qualifications. Other factors impacting pay include prevailing wages in the work location and internal equity. Pay Grade 13. $33,600 - $67,900 ADDITIONAL INFORMATION Behind the smile! We are dedicated to safeguarding the health and financial stability of our employees and their loved ones. This commitment extends beyond the workplace to foster personal growth and holistic wellbeing. Our life-changing rewards package includes: Competitive base and incentive pay 401(k) with robust matching and non-matching contributions Rich medical & pharmacy benefits 100% employer-paid dental and vision benefits Holistic wellbeing program with deep financial incentives Generous paid time off plus 12 paid holidays and your birthday off Culture of growth and learning: career development; tuition reimbursement; recognition program Family support: adoption assistance, fertility treatment, child, elder & pet care assistance Social responsibility and volunteer opportunities Employee discount program Fair Chance Ordinances and Criminal Background Considerations This position requires that the applicant undergo a background check. Qualified applicants with arrest or conviction records will be considered for employment in accordance with any applicable federal, state or local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and/or New York Corrections Law Article 23-A. #LI-Hybrid ABOUT THE TEAM Delta Dental Ins. is an equal opportunity employer and is committed to providing a professional work environment free from discrimination and harassment. Individuals seeking employment at Delta Dental are considered without regard to race, ethnicity, color, age, sex, religion, national origin, ancestry, pregnancy, sexual orientation, gender identity, gender expression, genetic information, actual or perceived physical or mental disability, registered domestic partner status, caregiver status, marital status, veteran or military status, citizenship status, or any other legally protected category. Delta Dental is committed to providing equal employment opportunities to all employees and applicants for employment. Accordingly, we have adopted and maintain an Equal Employment Opportunity Policy, Harassment-Free Work Environment Policy, and Respectful Workplace policies and will not tolerate violations of these policies. Unfortunately, our Delta Dental Enterprise is unable to hire individuals residing in Alaska, Hawaii, Maine, Nebraska, New Hampshire, North Dakota, Oklahoma, Vermont, West Virginia, Wyoming, Washington DC, Puerto Rico or other US Territories or outside of the United States at this time.
    $33.6k-67.9k yearly 4d ago
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  • Vendor Operations Associate - Valuations

    Servicelink 4.7company rating

    Remote

    Are you in search of an exciting opportunity to learn and grow in a dynamic new career? If so, ServiceLink, the best in the mortgage industry, invites you to apply for the opening of Vendor Operations Associate, a position which carries the responsibility of efficiently processing Valuation orders. If you are quality-driven and possess excellent communication skills, you may be the ideal candidate for Vendor Operations Associate. Your ability to maintain positive and professional business relationships with vendors and staff will be highly valued by ServiceLink, a company committed to providing on-going training and supporting every employee's motivation to reach career goals. Applicants must be currently authorized to work in the United States on a full-time basis and must not require sponsorship for employment visa status now or in the future. A DAY IN THE LIFE In this role, you will… · Maintain daily orders which can consist of outbound calls placed to vendors, receipt of inbound calls from vendors, fee management, proper order notation, identification, and appropriate resolution of vendor profile issues. · Manage vendor timelines, appointments and engagement agreements · Relay reminders to vendors re: Quality, turnaround times, website usage, etc. · Provide suggestions as to assist the team with resolving every day operational challenges. WHO YOU ARE You possess … · The ability to maintain a positive and professional business relationship with vendors and internal staff. · Computer literate with the ability to learn software applications · A penchant for excellence. You will use your strong attention to detail to maintain our quality standards · The ability to multitask in a fast-paced environment, especially the ability to meet tight deadlines for our clients Responsibilities · Follow vendor management guidelines for maintaining daily orders which can consist of outbound calls placed to vendors, receipt of inbound calls from vendors, fee management, proper order notation, identification and appropriate resolution of vendor profile issues and handling of transactional issues. · Maintain compliance with Independence Guidelines. · Maintain a positive and professional business relationship with vendors and internal staff. · Manage vendor timelines, appointments, and engagement agreements. · Relay reminders to vendors re: Quality, turnaround times, website usage, etc. · Follow through with established team goals. · Ensure appropriate escalation paths are followed and timely resolution is accomplished. · Communication workflow expectations with consumers and vendors. · Provide suggestions as to assist the team with resolving every day operational challenges. · Attend and participate in regular department meetings and provide feedback when necessary. · Responsible to meet department productivity and quality goals. · Communicate with all stakeholders on a regular basis. · Perform all other duties as assigned. Qualifications · The ability to maintain a positive and professional business relationship with vendors and internal staff. · Basic reading, writing, and arithmetic skills required. This is normally acquired through a high school diploma or equivalent. · Familiarity with basic Microsoft Office (Outlook, Excel, and Word). · High School diploma or equivalent. · Knowledge of office processes, procedures, and technology. · Computer literate with the ability to learn software applications. Duties require professional verbal and written communication skills and the ability to type 30 wpm. This is normally acquired through one to three years of office experience. · Role requires willingness to work a flexible schedule. We can recommend jobs specifically for you! Click here to get started.
    $52k-96k yearly est. Auto-Apply 3d ago
  • Associate, Case Management Strategic Operations

    Oscar 4.6company rating

    Dallas, TX jobs

    Hi, we're Oscar. We're hiring an Associate to join our Case Management Strategic Operations team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves-one that behaves like a doctor in the family. About the role: You will be responsible for working cross functionally with internal and external Oscar stakeholders and representing the needs and interests of the department in company wide initiatives. We ask that you have project management, implementation and communication skills with an ability to work across disparate initiatives and stakeholders at the same time. You will report into the Senior Manager, Case Management Strategic Operations Work Location: This is a remote position, open to candidates who reside in: Dallas, TX. You will be fully remote; however, our approach to work may adapt over time. Future models could potentially involve a hybrid presence at the hub office associated with your metro area. #LI-Remote Pay Transparency: The base pay for this role is: $88,560 - $116,235 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program, and annual performance bonuses. Responsibilities: Leads the end-to-end management of cross-functional implementations/projects, including project plan creation, vendor management, managing cross-functional relationships to drive collaboration, edge case mitigation, and on-time completion. Evaluates overall departmental performance by creating, gathering, analyzing and interpreting data and metrics as well as assisting in development of departmental metrics and implementation of mitigation strategies Collaboratively works with all relevant internal and external stakeholder groups to formulate proactive implementation, communications, and program strategies for successful change management and risk mitigation initiatives Mentors team members and promotes colleagues' growth and professional development Compliance with all applicable laws and regulations Other duties as assigned Requirements: 3+ years of experience in program management and design within healthcare space 2+ years of experience in delivering projects / programs independently and within a team environment 1+ year of SQL experience 1+ year of Excel/Google Sheets experience Bonus points: Experience using data and metrics to drive improvements in programs Experience / background in a fast-paced operations environment Successfully executed enterprise-wide initiatives: defined project plans, coordinated resources, managed implementation activities, and developed all processes associated with program rollout and ongoing support PMP Certifications or Program Management Certifications Lean/Six Sigma Certifications Healthcare experience (Health Insurance, Health Systems, or Healthcare Consulting) This is an authentic Oscar Health job opportunity. Learn more about how you can safeguard yourself from recruitment fraud here. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team (accommodations@hioscar.com) to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.
    $88.6k-116.2k yearly Auto-Apply 23d ago
  • Trading Operations Associate-Brooklyn Investment Group

    Teachers Insurance & Annuity Association of America 4.6company rating

    New York jobs

    Trading Operations Associate Brooklyn Investment Group is an SEC-registered Investment Adviser that leverages the technology of its parent company, Brooklyn Artificial Intelligence Research. This technology is combined with institutional-grade portfolio optimization and automated tax-loss harvesting to power personalized portfolios for our clients, including financial advisory firms and asset managers. Over the past five years, Brooklyn Artificial Intelligence Research has developed one of the most powerful engines for customizing investment portfolios and more than $5 billion has been traded on its portfolios to date. Our growing team of 20+ quant investors, machine learning researchers, and software engineers comes from top universities and financial institutions such as Goldman Sachs, Citadel and Bridgewater Associates. Opportunity As a Trading Operations Associate, you'll be the main point of contact for our clients, operational partners, and custodians, overseeing trade execution and reconciliation processes, primarily in public equities. Key Responsibilities and Duties Execute trading workflow, including pre and post trade checks, order generation/algo selection Supervise reconciliation processes and certify account status Act as a liaison and main point-of-contact with our operational partners and custodians Identify, investigate and remedy issues with trade execution, allocation and account positions Query trading and market data and create reports Monitor and analyze execution quality and identify opportunities for improvement Serve as a client-facing point of contact for portfolio management, trading, and reporting Coordinate with the portfolio construction team to ensure a seamless client experience Support integration efforts with execution providers and clients Analyze transaction and lot data for anomalies or errors Assist in implementation of feature enhancements to the trading and reconciliation systems. Educational Requirements University (Degree) Preferred Work Experience 2+ Years Required; 3+ Years Preferred Career Level 6IC Qualifications: Required: Minimum of 2 years of experience in equities portfolio management, trading, or investment operations Preferred: 3 years of experience in equities portfolio management, trading, or investment operations Meticulous attention to detail Experience with block and algorithmic trading Experience with financial data querying and analysis Desire to work in fast-paced environment that's at the cutting edge of asset management innovation Experience with Order Management Systems Experience interacting with custodian platforms, like Schwab and Fidelity Experience with Python and SQL Experience in accounting and tax loss harvesting (preferred) Experience in C#, Rust, and Unix (preferred) Experience with AWS (preferred) Anticipated Posting End Date: 2026-01-27Base Pay Range: $125,000/yr - $200,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit ************** to learn more about us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.
    $125k-200k yearly Auto-Apply 9d ago
  • Sr Field Services & Operations Associate (Call Center Environment)

    Transamerica 4.1company rating

    Remote

    Job Family Regulatory Compliance About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary As a member of Transamerica Financial Advisors (TFA), conduct processing of cashiering, trading, asset transfers, and other operations functions on the Fidelity National Financial Services platform for brokerage and advisory accounts. Assist financial professionals and staff on use of the Wealthscape platform. Serve as a central source of information and support for TFA financial professionals who directly service the client and address business issues and questions to help with their practice. Responsibilities Support business processing on the Fidelity National Financial Services (NFS) Wealthscape platform Provide guidance and training to financial professionals on platforms/technologies, processes, compliance, best practices, etc. As a member of the Call Center, respond to requests for trading, account maintenance, order entry, platform navigation, cashiering functions, opening and closing accounts, etc. Provide support and guidance for the eMoney and Docupace platforms. Produce reports from Wealthscape and Avaya required for TFA to oversee service and processing metrics, and identify areas for optimization. Partner with NFS Middle Office on account management services. Identify and develop operational impact metrics, including collecting, analyzing, and reporting. Keep up to date on rules and regulations governing firm procedures. Identify and develop operational service improvements. Qualifications Bachelor's degree in finance or business, or equivalent work experience Five years of securities/financial services experience in call center and operations roles Detailed knowledge and expert processing proficiency on the NFS Wealthscape platform Demonstrated experience utilizing Avaya or similar telephony management system Thorough knowledge of securities products, FINRA, SEC, and DOL regulations Ability to analyze complex issues and recommend solutions Excellent written and oral communication and interpersonal skills Attention to detail and ability to prioritize multiple responsibilities Proficiency using MS Office, including advanced Excel skills Preferred Qualifications Experience working with eMoney, Docupace, Envestnet, and Salesforce platforms Compensation The salary for this position generally ranges between $59,000- 72,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based of 7.5% on the Company Bonus Plan/Individual Performance and is at the Company's discretion. This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023
    $59k-72k yearly Auto-Apply 17d ago
  • Variable Annuities Operations Specialist

    Penn Mutual 4.8company rating

    Remote

    Our Variable Annuities Specialist is responsible for handling and processing a variety of annuity transactions with precision, ensuring compliance with company policies and regulatory requirements. This role focuses on managing end-to-end service requests, maintaining accurate documentation, and executing complex transactions related to annuities. The specialist must possess in-depth knowledge of variable annuity products, enabling them to navigate and process transactions with a high degree of accuracy and attention to detail. We've embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work. Responsibilities Demonstrate a comprehensive understanding of variable annuity products, to process transactions efficiently and with attention to detail. Accurately document and process records in accordance with department policies and regulatory guidelines, ensuring consistency and quality. Address issues related to annuity transactions and escalate concerns when necessary, using problem-solving skills to ensure compliance and operational efficiency. Navigate multiple administrative systems and utilize workflow and imaging tools to manage and document necessary information related to annuity products. Investigate and resolve operational questions or issues that may arise during transaction processing, following up as needed to ensure timely resolution. Identify, recommend, and implement ongoing process improvements in alignment with regulatory requirements and company standards. Adhere to Service Level Agreements (SLAs) and meet individual/team performance metrics. Maintain compliance with all company policies and procedures, ensuring regulatory and job training requirements are completed successfully. Collaborate with internal departments to ensure operational efficiency and meet internal and external client expectations. Work core business hours between 10:30 AM and 7:00 PM EST. Skills and Abilities Strong ability to comprehend and manage complex annuity-related information. Capacity to adapt to ever-evolving technologies and processes within the organization. Excellent analytical and organizational skills with high attention to detail in transaction processing and documentation. Strong problem-solving abilities, with a focus on identifying underlying issues and ensuring accurate resolutions. Ability to handle multiple tasks efficiently while maintaining attention to detail and meeting deadlines. Excellent verbal and written communication skills for internal documentation and team collaboration. Ability to work collaboratively in a team environment while maintaining a self-driven and proactive approach to tasks. Proficiency in navigating multiple systems and tools used for transaction management and documentation. Education H.S. Diploma or Equivalent Required Bachelor's Degree Preferred Experience 3-5 Years customer service experience Required Experience with individual life insurance/annuity products Required Licenses FINRA Series 6 Required Base Salary Range: $65,000 - $75,000 For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit ******************* Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.
    $65k-75k yearly Auto-Apply 8d ago
  • Variable Universal Life Insurance Operations Specialist

    Penn Mutual 4.8company rating

    Remote

    Our Variable Universal Life (VUL) Insurance Specialist is responsible for handling and processing a variety of transactions related to VUL Life Insurance policies with precision and compliance. This role involves managing end-to-end service requests and providing solutions, ensuring a high standard of quality, attention to detail, and adherence to company policies and procedures. The specialist must possess a thorough understanding of VUL products, enabling them to process simple to complex transactions and respond effectively to customer inquiries and escalations, including sensitive situations and complaints. Responsibilities Demonstrate an understanding on all facets of the VUL Life Insurance products sold to be able to handle and process simple to more complex transactions with a high caliber of quality and attention to detail Processes transactions and documents records with consistent quality, attention to detail, and according to department policies and procedures. Responds effectively and appropriately to sensitive events and/or situations as needed, including customer complaint handling and escalation. Thoroughly and efficiently handles simple to complex correspondents from financial professionals, policyholders and others, answering questions regarding their VUL product and/or servicing needs, in conjunction with handling end-to-end service requests. Uses problem-solving skills to address issues and escalates concerns when necessary Possesses moderate knowledge of all facets of individual life Insurance or annuities and the products sold, with a deeper understanding of variable products. Interprets each request and navigates multiple administration systems as well as our workflow and imaging tools to gain and document needed information. Investigates and follows up on questions/issues to resolve concerns in an accurate and timely manner. Provides solutions, recommendations and product information with a sense of urgency, positivity and empathy. Seeks out opportunities to leverage best practices to meet requirements Identify, recommend and implement ongoing process improvements adhering to regulatory requirements and improve the customer experience Adheres to Service Level of Agreements (SLAs) and individual/team metrics Complies with all company and site policies and procedures Successfully completes regulatory and job training requirements Work with internal departments to ensure company meets clients' expectations Ability to work core business hours between 10:30 and 7:00 pm EST Required Skills: Ability to comprehend and articulate complex information Ability to learn and adapt in ever changing and upgrading technology Executes with urgency and professionalism Excellent analytical and organizational skills with attention to detail Possesses a great sense of self-awareness Excellent communication skills, both verbal and written, required Willingness and proven ability to work on multiple tasks and adapt to a changing work environment Strong technical skills with the ability to navigate within multiple systems Excellent problem-solving skills - the ability to see beyond the obvious into what may be intended Willingness and ability to work under pressure and meet deadlines Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement Ability to work with others in a collaborative team environment, while maintaining a self-driven mentality Excellent communication skills, both verbal and written, required Demonstrates a commitment to AI fluency by embracing AI tools and technologies to enhance individual and team performance, decision-making, and innovation Educations and Experience Minimum of 5 - 8 years of customer service experience Experience with individual life insurance/annuity products required High school diploma required Bachelor's degree preferred FINRA Series 6 license required within 180 days Base Salary Range - $60,000 -$73,000 For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit ******************* Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.
    $60k-73k yearly Auto-Apply 60d+ ago
  • Operations Specialist II

    Western Growers 3.2company rating

    Remote

    Western Growers Health─a part of Western Growers Family of Companies─provides employer-sponsored health benefit plans to meet the needs of those working for the agriculture industry. The unmatched benefit options provided by Western Growers Health stem from the core mission of Western Growers Association (est. 1926) to support the business interests of employers in the agriculture industry. Our mission at Western Growers Health is to deliver value to employers by offering robust health plans that meet the needs of a diverse workforce. By working at Western Growers Health, you will join a dedicated team of employees who care about offering quality health benefits and excellent customer service to plan participants. If you want to start making a difference working in the health care industry, then apply to Western Growers Health today! Compensation: $45,091 - $63,617 with a rich benefits package that includes profit-sharing. JOB DESCRIPTION SUMMARYThis position reports to the System Operations Manager, Key Accounts and serves as a critical operational resource responsible for adjudicating complex claims, analyzing claim payment accuracy, performing root cause analysis on claim deficiencies, and supporting leadership in continuous quality improvement. This role manages claims and financial workflows across the enterprise Flexible Spending Accounts (FSA), Health Reimbursement Account (HRA), and Health Savings Account (HAS) portfolios exclusively for WEX clients. Incumbent will support claims quality assurance, evaluate payment integrity programs, financial reporting, client account management, and operational process improvements. The incumbent will support leadership through proactive analysis of claims trends, development of corrective actions, and implementation of reporting solutions to ensure operational excellence.Q U A L I F I C A T I O N S BA/BS degree in accounting, finance or business-related field preferred plus a minimum of three (3) to four(4) years of experience in healthcare claims adjudication, financial account maintenance, or claims operations in a Third-Party Administrator (TPA), health plan, or healthcare financial services environment, preferred. Strong understanding of medical, dental, vision, and reimbursement claims processing; familiarity with FSA/HRA/HSA administration. Skills to establish priorities, multi-task, work under pressure and deadlines, work independently with minimal supervision or in team environment. Intermediate 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. Excellent written and oral communication skills, to include modern business communications, formatting professional letters, reports and phone etiquette. Customer service oriented. Ability to analyze and resolve technical problems and/or client inquiries as they arise. Knowledge of health insurance industry and standard health care eligibility provisions. Ability to work independently and collaboratively in a remote environment. Ability to work overtime as requested by management and based upon department needs and compliance. 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 U T I E S A N D R E S P O N S I B I L I T I E S Claims Processing & Quality Assurance Adjudicate all claim types (medical, dental, vision, reimbursement) in accordance with Plan Documents, Standard Plan Design (SPD), and internal Standard Operation Procedures (SOP) in the company's internal claims and financial processing system. Review and resolve claims requiring customer follow-up, benefit clarification, or cross-departmental collaboration. Evaluate payment integrity programs through data reporting, proactively identify anomalies, and recommend corrective actions. Assist with investigation and remediation of claim errors identified through quality control audits or leadership requests. Financial Reporting & Account Maintenance Maintain/manage all Pinnacle Claims Management, Inc. (PCMI) contribution/premium reimbursements, FSA/HRA/HSA reimbursements. Manage the process of funding and releasing self-funded claims payments. Analyze and resolve claims-related account discrepancies, including the application of refunds, adjustments, and ledger maintenance Maintain FSA (Flexible Spending Account) HSA (Health Savings Account) HRA (Health Reimbursement Arrangement) program. Process Management & Customer Service Verify/authorize refund for terminations and overpayments on all accounts. Participate in cross-functional initiatives to improve claims and financial processing efficiency. Identify process gaps or inefficiencies and recommend improvements to systems, workflows, or reporting tools. Process related written and verbal account inquiries to its conclusion in a timely manner to include research on as needed basis. Identify inefficiencies within the established processes and suggest possible solutions to save time, reduce risk, and/or reduce expenses. Create and document Standard Operating Procedures (SOP's). Identify, initiate and implement process improvements and/or innovation. Serve as a subject matter expert and escalation point for complex claim adjudication, financial inquiries, and operational process questions for WEX clients and Account Management team. Work collaboratively with internal teams (Eligibility, Customer Service, IT) to resolve account issues and support a high standard of client service. Partner with leadership to prepare and present operational updates and claim performance reports for internal and external stakeholders. 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 Y S I C A L D E M A N D S / W O R K E N V I R O N M E N T The physical demands and work environment described here are representative of those that must be met by an employee to perform the essential functions of this job successfully. 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.
    $45.1k-63.6k yearly Auto-Apply 60d+ ago
  • Ad Operations Specialist -Contract

    Sia 4.0company rating

    New York jobs

    Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We're optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. About Sia Experience-Creative Sia Experience is the full-service creative agency within Sia. In the SiaX-Creative business line, we combine creative, CX, marketing, and deep AI expertise with industry leading knowledge to deliver impactful, growth-focused solutions for our clients. By bringing together agencies known for creating standout work for leading brands, Sia is building SiaX into a premier player in the creative and digital agency space-pairing the speed, creativity, and independence of top boutique shops with the reach and resources of a global network. At SiaX we're nimble, deeply collaborative, and known for delivering high-impact work with lean teams. As strategic partners to our clients, we focus on building brands and delivering growth for clients that are aiming to break through creative barriers and accelerate digital transformation. Job Description Contract roles are geared toward independent professionals interested in temporary or project-based work. Sia Title: Independent Contractor Project Title: Ad Operations Specialist -Contract Project Length: 01/05 through 12/31/2026 (contracted quarterly) Project Hours : 10 hrs per week Fixed Fee Range: $80-$90 per hour Location: New York, NY or Remote Qualifications Execute end-to-end digital campaign trafficking across ad servers (e.g., Campaign Manager 360), ensuring accurate placement setup, creative assignment, flight dates, budgets, and targeting so campaigns launch on time, deliver as planned, and require minimal post-launch adjustments Implement, test, and maintain conversion tracking, floodlights, and third-party pixels using tag management systems (e.g., Google Tag Manager), resulting in reliable attribution, clean data, and performance metrics trusted by media, analytics, and clients Perform thorough technical QA of creative assets before and after launch to confirm publisher compliance, consistent rendering across devices, and correct placement and landing page connections, reducing rework and post-launch issues Monitor live campaigns to quickly identify and resolve technical issues such as broken tags, impression or click tracking errors, creative rendering problems, and reporting discrepancies, maintaining uninterrupted delivery and accurate reporting Partner with media planning and analytics teams to pull delivery reports, assess campaign health, troubleshoot data flow issues, and ensure performance data integrates cleanly into dashboards used for optimization and decision-making Additional Information Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging . We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer . All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations-New York City, Charlotte, Seattle, and San Francisco-are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to pursue employment with applicants who will require now or in the future visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status).
    $80-90 hourly 2d ago
  • Ad Operations Specialist -Contract

    Sia Partners 4.0company rating

    New York, NY jobs

    Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We're optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. About Sia Experience-Creative Sia Experience is the full-service creative agency within Sia. In the SiaX-Creative business line, we combine creative, CX, marketing, and deep AI expertise with industry leading knowledge to deliver impactful, growth-focused solutions for our clients. By bringing together agencies known for creating standout work for leading brands, Sia is building SiaX into a premier player in the creative and digital agency space-pairing the speed, creativity, and independence of top boutique shops with the reach and resources of a global network. At SiaX we're nimble, deeply collaborative, and known for delivering high-impact work with lean teams. As strategic partners to our clients, we focus on building brands and delivering growth for clients that are aiming to break through creative barriers and accelerate digital transformation. Job description Contract roles are geared toward independent professionals interested in temporary or project-based work. Sia Title: Independent Contractor Project Title: Ad Operations Specialist -Contract Project Length: 01/05 through 12/31/2026 (contracted quarterly) Project Hours: 10 hrs per week Fixed Fee Range: $80-$90 per hour Location: New York, NY or Remote Qualifications * Execute end-to-end digital campaign trafficking across ad servers (e.g., Campaign Manager 360), ensuring accurate placement setup, creative assignment, flight dates, budgets, and targeting so campaigns launch on time, deliver as planned, and require minimal post-launch adjustments * Implement, test, and maintain conversion tracking, floodlights, and third-party pixels using tag management systems (e.g., Google Tag Manager), resulting in reliable attribution, clean data, and performance metrics trusted by media, analytics, and clients * Perform thorough technical QA of creative assets before and after launch to confirm publisher compliance, consistent rendering across devices, and correct placement and landing page connections, reducing rework and post-launch issues * Monitor live campaigns to quickly identify and resolve technical issues such as broken tags, impression or click tracking errors, creative rendering problems, and reporting discrepancies, maintaining uninterrupted delivery and accurate reporting * Partner with media planning and analytics teams to pull delivery reports, assess campaign health, troubleshoot data flow issues, and ensure performance data integrates cleanly into dashboards used for optimization and decision-making Additional information Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations-New York City, Charlotte, Seattle, and San Francisco-are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to pursue employment with applicants who will require now or in the future visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status).
    $80-90 hourly 8d ago
  • Structured Insurance Operations Specialist

    Ryan Specialty 4.6company rating

    New York, NY jobs

    The Structured Insurance Operations Specialist is responsible for structured insurance and reinsurance operations activities, including development, implementation, and performing processes that will enable efficient underwriting of structured insurance risks, preparation of risk and coverage documentation, premium management, and coverage management and issuance. This position will ensure operational compliance in connection rating, quoting, binding and issuance of insurance for multiple carriers, as well as being responsible for meeting the reporting needs of the business. This leadership position for USQRisk oversees certain operations and team members, ensuring profitability and sustainable growth for carrier markets. The Structured Insurance Operations Specialist will work closely and collaboratively to assure goals are achieved. USQRisk is a leading, global alternative risk transfer MGU providing structured (re)insurance solutions for complex and unique risks. What will your job entail? Key Responsibilities Report to Chief Strategy Officer of USQ. Lead the drafting and assembly of insurance and reinsurance policies, working with the legal and Underwriting teams to ensure accuracy, completeness, and compliance with carrier and regulatory requirements. Expand on and develop new operational processes supporting structured insurance underwriters, with a focus on policy administration systems, policy documentation, and underwriting workflows. Affect compliance with guidelines internal policies and guidelines, and with applicable law and regulations. Manage operational processes for quoting, binding, and issuing insurance quotes, binders, policies (including reinsurance) for structured insurance business with multiple carriers, with a focus on policy assembly and issuance Work with carriers, brokers and underwriters to assure that structured insurance underwriting operations activities are timely performed and stakeholders' needs are addressed. Ensure operational compliance processes for the quoting, binding, and issuance of structured insurance policies (including reinsurance), including applicable surplus lines law and regulation with respect to USQ's pertaining USQ's activities. Manage economic and risk performance reviews of insureds (including reinsureds) and assist with all related insurance and reinsurance change activities. Assure that premium invoicing, collection, and returns are accurate, timely, and properly recorded. Manage data collection and input with policy administration systems and ensure data continuity across operations, finance, and underwriting functions. Communicate effectively with stakeholders, including brokers, agents, and clients, to maintain strong relationships. Develop and provide best-in-class service to all stakeholders. Leadership & Collaboration Provide mentorship and training to junior operations staff, ensuring technical excellence, adherence to goals and guidelines, and effective use of systems. Partner with internal teams to optimize processes and department and broader business goals. Qualifications This position requires technical expertise and experience in property and casualty underwriting operations, including a strong understanding on policy assembly and issuance requirements, and premium accounting processes. The successful candidate is comfortable with new concepts, ideas and processes, but brings business experience to help guide them. Some management skills are preferred. Licenses & Certifications: Chartered Property Casualty Underwriter (CPCU), Associate in Commercial Underwriting (AU) or Associate in Risk Management (ARM) is beneficial, but not required Technical/Functional Skills: · Data Analytics · Regulatory Knowledge · Leadership · Technical Proficiency Experience: Minimum 8 years of property & casualty underwriting and/or policy and premium operations experience - some exposure to structured insurance solutions is preferred. Education: Bachelor's degree required. Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment. How We Support Our Teammates Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them - and their family members - achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more. The target salary range for this position is $120,000.00 - $150,000.00 annually. The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website ***************************** We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at ************* The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
    $120k-150k yearly Auto-Apply 60d+ ago
  • Structured Insurance Operations Specialist

    Ryan Specialty Group 4.6company rating

    New York, NY jobs

    The Structured Insurance Operations Specialist is responsible for structured insurance and reinsurance operations activities, including development, implementation, and performing processes that will enable efficient underwriting of structured insurance risks, preparation of risk and coverage documentation, premium management, and coverage management and issuance. This position will ensure operational compliance in connection rating, quoting, binding and issuance of insurance for multiple carriers, as well as being responsible for meeting the reporting needs of the business. This leadership position for USQRisk oversees certain operations and team members, ensuring profitability and sustainable growth for carrier markets. The Structured Insurance Operations Specialist will work closely and collaboratively to assure goals are achieved. USQRisk is a leading, global alternative risk transfer MGU providing structured (re)insurance solutions for complex and unique risks. What will your job entail? Key Responsibilities * Report to Chief Strategy Officer of USQ. * Lead the drafting and assembly of insurance and reinsurance policies, working with the legal and Underwriting teams to ensure accuracy, completeness, and compliance with carrier and regulatory requirements. * Expand on and develop new operational processes supporting structured insurance underwriters, with a focus on policy administration systems, policy documentation, and underwriting workflows. * Affect compliance with guidelines internal policies and guidelines, and with applicable law and regulations. * Manage operational processes for quoting, binding, and issuing insurance quotes, binders, policies (including reinsurance) for structured insurance business with multiple carriers, with a focus on policy assembly and issuance * Work with carriers, brokers and underwriters to assure that structured insurance underwriting operations activities are timely performed and stakeholders' needs are addressed. * Ensure operational compliance processes for the quoting, binding, and issuance of structured insurance policies (including reinsurance), including applicable surplus lines law and regulation with respect to USQ's pertaining USQ's activities. * Manage economic and risk performance reviews of insureds (including reinsureds) and assist with all related insurance and reinsurance change activities. * Assure that premium invoicing, collection, and returns are accurate, timely, and properly recorded. * Manage data collection and input with policy administration systems and ensure data continuity across operations, finance, and underwriting functions. * Communicate effectively with stakeholders, including brokers, agents, and clients, to maintain strong relationships. * Develop and provide best-in-class service to all stakeholders. Leadership & Collaboration * Provide mentorship and training to junior operations staff, ensuring technical excellence, adherence to goals and guidelines, and effective use of systems. * Partner with internal teams to optimize processes and department and broader business goals. Qualifications This position requires technical expertise and experience in property and casualty underwriting operations, including a strong understanding on policy assembly and issuance requirements, and premium accounting processes. The successful candidate is comfortable with new concepts, ideas and processes, but brings business experience to help guide them. Some management skills are preferred. * Licenses & Certifications: Chartered Property Casualty Underwriter (CPCU), Associate in Commercial Underwriting (AU) or Associate in Risk Management (ARM) is beneficial, but not required * Technical/Functional Skills: * Data Analytics * Regulatory Knowledge * Leadership * Technical Proficiency Experience: Minimum 8 years of property & casualty underwriting and/or policy and premium operations experience - some exposure to structured insurance solutions is preferred. Education: Bachelor's degree required. Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment. How We Support Our Teammates Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them - and their family members - achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more. The target salary range for this position is $120,000.00 - $150,000.00 annually. The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website ***************************** We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at ************* The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
    $120k-150k yearly 60d+ ago
  • Structured Insurance Operations Specialist

    R t Specialty, LLC 3.9company rating

    New York, NY jobs

    The Structured Insurance Operations Specialist is responsible for structured insurance and reinsurance operations activities, including development, implementation, and performing processes that will enable efficient underwriting of structured insurance risks, preparation of risk and coverage documentation, premium management, and coverage management and issuance. This position will ensure operational compliance in connection rating, quoting, binding and issuance of insurance for multiple carriers, as well as being responsible for meeting the reporting needs of the business. This leadership position for USQRisk oversees certain operations and team members, ensuring profitability and sustainable growth for carrier markets. The Structured Insurance Operations Specialist will work closely and collaboratively to assure goals are achieved. USQRisk is a leading, global alternative risk transfer MGU providing structured (re)insurance solutions for complex and unique risks. What will your job entail? Key Responsibilities Report to Chief Strategy Officer of USQ. Lead the drafting and assembly of insurance and reinsurance policies, working with the legal and Underwriting teams to ensure accuracy, completeness, and compliance with carrier and regulatory requirements. Expand on and develop new operational processes supporting structured insurance underwriters, with a focus on policy administration systems, policy documentation, and underwriting workflows. Affect compliance with guidelines internal policies and guidelines, and with applicable law and regulations. Manage operational processes for quoting, binding, and issuing insurance quotes, binders, policies (including reinsurance) for structured insurance business with multiple carriers, with a focus on policy assembly and issuance Work with carriers, brokers and underwriters to assure that structured insurance underwriting operations activities are timely performed and stakeholders' needs are addressed. Ensure operational compliance processes for the quoting, binding, and issuance of structured insurance policies (including reinsurance), including applicable surplus lines law and regulation with respect to USQ's pertaining USQ's activities. Manage economic and risk performance reviews of insureds (including reinsureds) and assist with all related insurance and reinsurance change activities. Assure that premium invoicing, collection, and returns are accurate, timely, and properly recorded. Manage data collection and input with policy administration systems and ensure data continuity across operations, finance, and underwriting functions. Communicate effectively with stakeholders, including brokers, agents, and clients, to maintain strong relationships. Develop and provide best-in-class service to all stakeholders. Leadership & Collaboration Provide mentorship and training to junior operations staff, ensuring technical excellence, adherence to goals and guidelines, and effective use of systems. Partner with internal teams to optimize processes and department and broader business goals. Qualifications This position requires technical expertise and experience in property and casualty underwriting operations, including a strong understanding on policy assembly and issuance requirements, and premium accounting processes. The successful candidate is comfortable with new concepts, ideas and processes, but brings business experience to help guide them. Some management skills are preferred. Licenses & Certifications: Chartered Property Casualty Underwriter (CPCU), Associate in Commercial Underwriting (AU) or Associate in Risk Management (ARM) is beneficial, but not required Technical/Functional Skills: · Data Analytics · Regulatory Knowledge · Leadership · Technical Proficiency Experience: Minimum 8 years of property & casualty underwriting and/or policy and premium operations experience - some exposure to structured insurance solutions is preferred. Education: Bachelor's degree required. Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment. How We Support Our Teammates Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them - and their family members - achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more. The target salary range for this position is $120,000.00 - $150,000.00 annually. The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website ***************************** We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at ************* The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
    $120k-150k yearly Auto-Apply 60d+ ago
  • Operations Specialist

    Next Insurance 4.1company rating

    Rochester, NY jobs

    ERGO NEXT's mission is to help entrepreneurs thrive. We're doing that by building the only technology-led, full-stack provider of small business insurance in the industry, taking on the entire value chain and transforming the customer experience. Simply put, wherever you find small businesses, you'll find ERGO NEXT. Since 2016, we've helped hundreds of thousands of small business customers across the United States get fast, customized and affordable coverage. We're backed by industry leaders in insurance and tech, and we still have room to grow - that's where you come in. We're looking for an Operations Specialist to provide operational support to our internal teams, carriers, and partners; responsible for setup and ongoing maintenance and support of client accounts through the Agency Dashboard, EPIC and report reconciliation. As an Operations Specialist, you'll maintain a high-level knowledge of the systems supported by NEXT Agency, and ensure timely and accurate problem resolution to create an awesome client experience. What You'll Do: Set up new Workers' Compensation and Disability policies. Utilize multiple computer software applications in conjunction with carrier and bureau web-sites, along with internal systems (e.g., Epic, Zendesk, Agency Dashboard, Salesforce, Docusign, and reports). Place outbound calls and assist with/receive inbound calls for customer support. Maintain accurate recording of all internal and external communication (customers/insured's, insurance partners, payroll partners, etc.) Provide phenomenal customer service while assisting with policy, payroll, and billing management Timely and accurately address assigned tickets in ZenDesk for customer support. Provide necessary documentation to state and federal insurance agencies as well as our insurance partners. Perform data input, maintain strong prioritization and organizational skills, and professional communications. Maintain strong problem resolution techniques and recommend changes to staff and management. Stay abreast of all changes pertaining to various product offerings, regulatory changes, policy changes, and insurance industry developments. Other duties as assigned What We Need: 1+ years of experience working in a customer service environment Excellent verbal, written and interpersonal communication skills Detail-oriented and high level of accuracy Aware of deadlines and dedication to meet them for our clients/partners Must be self-motivator and self-starter Good communicator in a close team environment Positive “can-do” attitude and a desire to contribute to a growing, energetic work environment Strong organizational skills and ability to prioritize workflow Willingness to transition from task to task along with taking on last-minute projects And if you are so lucky to have worked in the insurance industry - it's viewed as a huge plus! Note on Fraudulent Recruiting We have become aware that there may be fraudulent recruiting attempts being made by people posing as representatives of ERGO NEXT Insurance. These scams may involve fake job postings, unsolicited emails, or messages claiming to be from our recruiters or hiring managers. Please note, we do not ask for sensitive information via chat, text, or social media, and any email communications will come from the *************************. Additionally, Next Insurance will never ask for payment, fees, or purchases to be made by a job applicant. All applicants are encouraged to apply directly to our open jobs via the careers page on our website. Interviews are generally conducted via Zoom video conference unless the candidate requests other accommodations. If you believe that you have been the target of an interview/offer scam by someone posing as a representative of Next Insurance, please do not provide any personal or financial information. You can find additional information about this type of scam and report any fraudulent employment offers via the Federal Trade Commission's website (********************************************* or you can contact your local law enforcement agency. The range displayed on this job posting reflects the minimum and maximum target for new hire salaries for the position in the location(s) listed. Within the range, individual pay is determined by additional factors, including, without limitation, job-related skills, experience, and relevant education or training. NEXT employees are eligible for our benefits package, consisting of our partially subsidized medical plan, fully subsidized vision/dental options, life insurance, disability insurance, 401(k), flexible paid time off, parental leave and more. US hourly range for this full-time position: $20 - $26 USD Don't meet every single requirement? Studies have shown that some underrepresented people are less likely to apply to jobs unless they meet every single qualification. At NEXT, we are dedicated to building a diverse, inclusive and respectful workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles. One of our core values is 'Play as a Team'; this means making sure everyone has an equal chance to participate and make a difference. We win by playing together. Next Insurance is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job-related characteristics or other prohibited grounds specified in applicable federal, state, and local laws. Next's policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. 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.
    $20-26 hourly Auto-Apply 21h ago
  • Operations Specialist (Recordkeeping Services)

    Hub International 4.8company rating

    Austin, TX jobs

    Job Title: Operations Specialist - Recordkeeping Services Compensation: $70,000-$75,000 plus 6% yearly discretionary bonus Department: Operations Reports To: Client Services Manager Job Type: Full-Time About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. About HUB Retirement & Private Wealth (RPW): We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. Job Purpose: The Operations Specialist supports the day-to-day operational functions of a financial services firm specializing in retirement plan recordkeeping. This role serves as a versatile “utility player,” assisting across multiple operational areas including distributions, plan sponsor communication, onboarding, fund changes, and general operations support. The ideal candidate is highly organized, adaptable, and comfortable managing multiple priorities in a fast-paced, detail-driven environment. We are the perfect fit if you: Enjoy team collaboration Thrive in a healthy company culture that recognizes success Want to learn and grow your current skill set Are seeking a progressive work environment at a rapidly growing organization Have a desire to help others protect their future Have an entrepreneurial spirit and are challenged by the opportunity to grow the business Duties and Responsibilities: Operations & Recordkeeping Support Provide general operational support for recordkeeping functions across retirement plans Assist with daily processing tasks to ensure accurate and timely account administration Support distribution processing, including reviewing requests and coordinating required documentation Execute fund changes, mapping updates, and plan-level investment modifications Client & Plan Sponsor Support Communicate with plan sponsors and internal teams regarding operational requests and status updates Assist with onboarding new plans, including data setup, document review, and system configuration Support plan conversions, transitions, and ongoing maintenance activities Process & Controls Ensure operational activities are performed in accordance with internal procedures, regulatory requirements, and service-level standards Identify process gaps or inefficiencies and assist with implementing improvements Support audit requests, compliance reviews, and documentation needs Collaboration & Utility Support Serve as a cross-functional resource, assisting in multiple operational areas as needed Coordinate with internal departments such as compliance, client service, technology, and finance Provide backup coverage for team members during peak periods or absences Work Experience: 2 plus years' Experience in financial services operations, preferably within recordkeeping, retirement plans, or investment administration Preferred Qualifications Experience with retirement plan recordkeeping (401(k), 403(b), etc.) Familiarity with distributions, plan onboarding, and fund change execution Experience working directly with plan sponsors or advisors Understanding of operational controls and financial services regulations Skills and Knowledge: Adaptability and problem-solving Process-oriented mindset Team collaboration Time management and follow-through Client-focused service approach Strong attention to detail and commitment to accuracy Ability to manage multiple tasks and shifting priorities Strong written and verbal communication skills Proficiency with Microsoft Office (Excel preferred) and recordkeeping systems Featured Benefits: $70,000-$75,000.00 6% yearly discretionary bonus Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave Monday-Friday (8am-5pm) 2 weeks of vacation, sick leave, personal days, and floating holiday's Hybrid schedule after successful training period Open Style office for collaboration Travel: No travel required #LI-DH1 Department Account Management & ServiceRequired Experience: 2-5 years of relevant experience Required Travel: No Travel RequiredRequired Education: Associate degree (2-year degree) 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.
    $70k-75k yearly Auto-Apply 10d ago
  • Print Operations Specialist I (Onsite - Overnight Shift)

    Excellus BCBS 4.7company rating

    Rochester, NY jobs

    is onsite/in-person at our Court St. office in Rochester, NY. Multiple Overnight Openings Available! Schedule 1: Mon - Thurs: 10PM - 6:30AM, & Fri: 11:55PM - 8:30AM Schedule 2: Sun-Thurs : 10PM - 6:30AM *New hires will temporarily orient on days to start. Summary: Under general supervision of department management, the Production Floor Operations Specialist may support one or more areas of Production Operations. Assignments are determined based on need; shifts may include day, evening and/or overnight hours, with some including weekend coverage. NOTE: Incumbent will be notified 3 days ahead of any shift assignment adjustment. Essential Accountabilities: All Levels • Specific work activities are assigned daily based on work volumes and department need. • Observes safety and housekeeping standards in work area. Maintains appropriate files, records and equipment manuals. • Informs supervisor of equipment issues. • Consistently demonstrates high standards of integrity by supporting the Lifetime Healthcare Companies' mission and values, adhering to the Corporate Code of Conduct, and leading to the Lifetime Way values and beliefs. • Maintains high regard for member privacy in accordance with the corporate privacy policies and procedures. • Regular and reliable attendance is expected and required. • Performs other functions as assigned by management. Level I - Print • In accordance with established procedures, this position operates production printers and finishing equipment and maintains the Production Print equipment in accordance with manufacturers' specifications. Performs routine equipment maintenance such as adding toner and lubricant; contacts service to report any problems or to seek information. • Reviews job requests and prints on a timely basis; includes use of continuous feed and cutsheet devices; does not include wide format. Monitors the quality and completeness of jobs. Checks print quality and accuracy on a regular basis. Packages jobs, completes work orders, tickets, and delivery receipts as necessary and places in assigned areas. • Performs all basic bindery functions as noted on work order/job tickets. This may include folding, cutting, padding, punching, spiral or coil binding, collating, scoring, perforating, drilling, stitching or stapling, and laminating. • Operates several of the following pieces of equipment; hydraulic drill, power cutter, three-knife trimmer, stitcher/folder/collator, folder, die press, etc. • Equipment and Supplies: o Cleans and maintains equipment and work area following maintenance procedures and updates maintenance logs. o Monitors and manages inventory of print-related supplies such as paper, toner, developer, bindery and other machine-related supplies; orders and stocks as instructed by supervisor. • Performs basic tasks associated with floor copier maintenance, e.g., replace toner, deliver paper. Level I - Mail • Operates high-speed mail insertion equipment for small and large jobs. • Performs machine set up including postage rates to ensure envelopes are metered accurately for all qualified mail. Hand stuffs mail pieces that are rejected due to jams, collation errors, etc. • Runs bar code sorter with minimal support including loading mail, sweeping bins, tagging and sleeving trays for delivery to post office. • Performs duties for presort mail preparation to include manual assembly, bundling, sacking, puts into tray, palletizes and operates automated letter sorter and flat sorting equipment; generates required documentation, electronically submits files to the Post Office and stages completed material for delivery to the Post Office. • Operates automated pallet wrapper without assistance. • Monitors and manages inventory of mailing supplies (ink, envelopes, postage, pallets, trays, sleeves, tubs, labels, etc.), and notifies supervisor when inventory demands. Level II (in addition to Level I Accountabilities) • Utilizes inserter with no assistance. • For Bindery: o Highly skilled at equipment set up for basic and complex jobs. o Troubleshoots equipment issues on all bindery equipment. o Processes handwork assembly according to specifications as well as packages jobs; completes work orders, tickets, and delivery receipts as necessary and places in their assigned areas. • Performs advanced tasks associated with floor copier maintenance, e.g., troubleshooting, jams. • Processes basic wide-format print jobs. • Aids other departments when a machine is inoperable (may do hand stuffing, fill supply orders, etc.) • May operate corporate van and truck to make deliveries to designated locations. Loads, unloads, sorts, stages material for and at each location. Operates the truck that requires the use of manual and electric pallet jacks. Level III (in addition to Level II Accountabilities) • Opens and closes bar code sorter. • Serves as a subject matter expert on all Production Operations machines and go-to person when management is off site. • Processes all complex print and mail jobs that are submitted. • Performs duties related to operation and maintenance of the High-Definition Full Color digital press per documented procedures. o Performs daily and/or scheduled maintenance to keep the press operating at peak performance depending on usage/volume and manufacturers recommended intervals. This includes cleaning the equipment and checking supply levels. o May perform any or all of the following tasks at any given time: Interprets job order requirements and determines production methodology. Relates solution knowledge to customer's business needs and environment. Performs file conversions, storage and retrieval. Recommends modifications to existing customer documents to maximize its impact using color. Sets-up and manages the digital front-end processor of color products. Preflight checking and error correction of files. Adjusts the color in the images and graphics of files using CMYK or RGB adjustments. Validates or adjusts the manufacturing layout & imposition of files. Generates color proofs and troubleshoots production color process issues (e.g., color quality and image quality). Makes image quality and productivity recommendations. Identifies and engages appropriate resources for problem resolution. Ensures resources are available during normal working hours to assure quick resolution of production or technical problems and maximize up time. Collaborates with onsite personnel as required to enable job throughput. • Performs duties of automated and manual insertion per documented procedures in priority order in accordance with job requests or job tickets, to include the operation of the direct mail metering equipment. • Performs duties of production quality clerk; completes quality reviews, processes postproduction pulls, balances accountable output with provided documentation and supporting business releases and moves all output to appropriate areas. • Performs fulfillment duties; processes incoming orders (pick and pack), packages and ships accordingly. Completes document scanning and verifies results. Minimum Qualifications: NOTE: We include multiple levels of classification differentiated by demonstrated knowledge, skills, and the ability to manage increasingly independent and/or complex assignments, broader responsibility, additional decision making, and in some cases, becoming a resource to others. In addition to using this differentiated approach to place new hires, it also provides guideposts for employee development and promotional opportunities. All Levels • High school diploma, vocational education, or GED required. • Background in printing and mailing is helpful. • Knowledge of the operation of computer workstations including software commands, touch screen or mouse, storage and manipulation of information. • Ability to prioritize assignments, work independently and possess strong organizational skills. • Some shifts may require Valid Class D driver's license and clean driving record. Level II (in addition to Level I Qualifications) • Experience/background in Printing and Mail Operations. • Ability to work on multiple Production machines throughout the Production Floor. • Familiarity with copy machines a plus. Level III (in addition to Level II Qualifications) • Three or more years of experience in Production Operations. • Basic knowledge of color theory and computer literacy. • Proficient in operating all machines on Production Floor. • Understanding of substrates and finishing operations required. • Experience as a team lead on a Production Floor preferred. Physical Requirements: • Excellent manual dexterity. • Ability to lift up to 90 lbs. ************ In support of the Americans with Disabilities Act, this job description lists only those responsibilities and qualifications deemed essential to the position. Equal Opportunity Employer Compensation Range(s): Level I (N3): Minimum: $18.55/hr - Maximum: $26.90/hr The salary range indicated in this posting represents the minimum and maximum of the salary range for this position. Actual salary will vary depending on factors including, but not limited to, budget available, prior experience, knowledge, skill and education as they relate to the position's minimum qualifications, in addition to internal equity. The posted salary range reflects just one component of our total rewards package. Other components of the total rewards package may include participation in group health and/or dental insurance, retirement plan, wellness program, paid time away from work, and paid holidays. Please note: There may be opportunity for remote work within all jobs posted by the Excellus Talent Acquisition team. This decision is made on a case-by-case basis. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $18.6-26.9 hourly Auto-Apply 60d+ ago
  • Claim Operations Specialist

    Travelers Insurance Company 4.4company rating

    Melville, NY jobs

    **Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. **Job Category** Claim **Compensation Overview** The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. **Salary Range** $45,400.00 - $74,900.00 **Target Openings** 2 **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). + Other duties as assigned. + 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 required. **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 ******************************************************** .
    $45.4k-74.9k yearly 60d+ ago
  • Claim Operations Specialist

    The Travelers Companies 4.4company rating

    Melville, NY jobs

    Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. Salary Range $45,400.00 - $74,900.00 Target Openings 2 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). * Other duties as assigned. * 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 required. 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 *********************************************************
    $45.4k-74.9k yearly 14d ago
  • Onsite Specialist

    Malone Solutions 4.6company rating

    Memphis, TN jobs

    Bring your personality to the Malone team! Go-getter. Straight-talker. People person. If that sounds like you, consider joining us for our mission. At Malone, there is nothing we love more than helping people and companies connect to accomplish amazing things. About Us: Malone is a private, award-winning company dedicated to providing staffing and recruitment needs to clients across the nation. Ranked on the SIA 2025 Top 100 List as one of the Largest Staffing Companies in the US, it is our pleasure to serve as the workforce resource and to make a positive impact on people's lives. Malone is actively recruiting a personable and organized Onsite Specialist to join our team. If you are passionate about working with clients and employees, a problem-solver, relationship builder and operationally focused, we would love to hear from you. Position Summary: The Onsite Specialist is responsible for overseeing daily operations at the client site, including recruiting and interviewing candidates, coaching and managing temporary associates, and maintaining a strong, collaborative relationship with the client. This includes overseeing operational tasks are completed in a timely manner according to client specifications. Location: Memphis, TN 38111 Job Type: Full-time Primary Responsibilities: • Manage onsite relationship and communication with the client. • Recruit, screen and interview candidates for current and job openings. • Perform drug screens, verify previous employment and background checks as needed. • Onboard new employees, under the guidance of clients' policies and safety expectations. • Provide reports and updates related to staffing levels, and any concerns that require escalation. • Respond to employee and customer inquiries and needs. • Build relationships with the client and internal departments, as well as on-site employees. • Maintain accurate and up-to-date employee records and documentation. Qualifications: • 1 year of experience in staffing, recruitment or HR • Excellent communication and interpersonal skills • Excellent problem solving and decision-making skills • Proficient in Microsoft Office and other relevant software • Must have a valid driver's license and reliable transportation • Must be able to work in office Monday - Friday 6:00am-3:00pm The Perks: • Full Benefits Package including health, dental, vision, and life insurance • Opportunities for internal advancement • Relaxed office environment with casual dress code • Fun, results-driven culture • Career Development Opportunities • Opportunity to work with a talented and driven team to support you • Paid Time Off and 11 paid company holidays • Partnership with Point University, an accredited institution, to provide tuition discounts • 2 Days of Giving • Health and Dependent Care FSA options • 401K with Company Match Management Registry, Inc. hiring decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. For more information, please contact our corporate office at **************.
    $26k-43k yearly est. 7d ago
  • Onsite Specialist

    Malone Workforce Solutions 4.6company rating

    Memphis, TN jobs

    Bring your personality to the Malone team! Go-getter. Straight-talker. People person. If that sounds like you, consider joining us for our mission. At Malone, there is nothing we love more than helping people and companies connect to accomplish amazing things. About Us: Malone is a private, award-winning company dedicated to providing staffing and recruitment needs to clients across the nation. Ranked on the SIA 2025 Top 100 List as one of the Largest Staffing Companies in the US, it is our pleasure to serve as the workforce resource and to make a positive impact on people's lives. Malone is actively recruiting a personable and organized Onsite Specialist to join our team. If you are passionate about working with clients and employees, a problem-solver, relationship builder and operationally focused, we would love to hear from you. Position Summary: The Onsite Specialist is responsible for overseeing daily operations at the client site, including recruiting and interviewing candidates, coaching and managing temporary associates, and maintaining a strong, collaborative relationship with the client. This includes overseeing operational tasks are completed in a timely manner according to client specifications. Location: Memphis, TN 38111 Job Type: Full-time Primary Responsibilities: * Manage onsite relationship and communication with the client. * Recruit, screen and interview candidates for current and job openings. * Perform drug screens, verify previous employment and background checks as needed. * Onboard new employees, under the guidance of clients' policies and safety expectations. * Provide reports and updates related to staffing levels, and any concerns that require escalation. * Respond to employee and customer inquiries and needs. * Build relationships with the client and internal departments, as well as on-site employees. * Maintain accurate and up-to-date employee records and documentation. Qualifications: * 1 year of experience in staffing, recruitment or HR * Excellent communication and interpersonal skills * Excellent problem solving and decision-making skills * Proficient in Microsoft Office and other relevant software * Must have a valid driver's license and reliable transportation * Must be able to work in office Monday - Friday 6:00am-3:00pm The Perks: * Full Benefits Package including health, dental, vision, and life insurance * Opportunities for internal advancement * Relaxed office environment with casual dress code * Fun, results-driven culture * Career Development Opportunities * Opportunity to work with a talented and driven team to support you * Paid Time Off and 11 paid company holidays * Partnership with Point University, an accredited institution, to provide tuition discounts * 2 Days of Giving * Health and Dependent Care FSA options * 401K with Company Match Management Registry, Inc. hiring decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. For more information, please contact our corporate office at **************.
    $26k-43k yearly est. 6d ago

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