Banking services clerk work from home jobs - 58 jobs

Job DescriptionDescription: PAX Health is a leading mental and behavioral health organization dedicated to providing comprehensive and compassionate care to individuals facing mental health challenges. Our team of professionals strive to create an environment where mental health is prioritized, stigma is eradicated, and individuals can thrive in their journey towards well-being. The Partner Success Representative is responsible for driving new business and expanding existing partnerships within their assigned territory. This role combines sales and client relationship management, requiring exceptional communication, organization, and a proactive approach. Frequent travel within the region is required to build strong face-to-face relationships with partners. This position is offered in two regional focuses: New Jersey / Philadelphia Representative: Covers South Jersey and Pennsylvania markets Responsible for both new business development and managing existing accounts Focuses on outpatient services, workers' compensation, and neuropsychology services Responsibilities: Prospect and generate new business opportunities through cold calling, research, and networking Qualify leads from campaigns, conferences, referrals, and digital sources Build and maintain a robust pipeline in the CRM Present PAX Health solutions to potential clients and address inquiries Develop and execute a territory growth plan to achieve sales goals Track and report performance metrics regularly Manage relationships with existing partners to drive referrals and expansion Travel locally and regionally ~3-4 days per week, with occasional overnight travel as needed Requirements: Minimum of two years of sales experience required Bachelor's degree preferred Healthcare, menta/behavioral health or medical sales experience preferred Candidates with strong sales experience from other industries will be considered Experience working with CRM systems required Strong verbal and written communication skills Comfortable with cold calling, relationship-building, and consultative selling Goal-oriented, persuasive, and self-motivated Strong time management skills with the ability to multitask and prioritize Valid driver's license and willingness to travel locally and regionally ~3-4 days per week with occasional overnight stays Compensation & Incentives: Base salary: $50,000 annually Incentive plan: Commission tied to total referrals and revenue after conversion Physical Requirements/Work Environment: The physical demands described here are representative of those that must be met by an individual to successfully perform the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties. Combination of remote work and in-person travel within the territory Dynamic, collaborative startup environment Occasional lifting up to 25 lbs. may be required

Associate Bank Recruiter (1099) - Remote (Rockport, TX) - Job # 3433b Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & San Antonio, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position The Symicor Group (a bank-only recruiting firm comprised of former bankers) is seeking an experienced Recruiter with a demonstrated ability to call back and work with candidates who have applied for a bank position. The incumbent will act as a subject matter expert to gain the trust and respect of candidates and bank clients. You will interview bank candidates and prepare successful candidates for submission to our client banks across the nation. This individual will work with recruiters, senior management, hiring managers, and local Human Resources staff to develop and execute sourcing plans based on business needs. Recruiter responsibilities include: Scan current bank clients' list of job openings and match them to Symicor Group's over 14,000 bankers across the U.S. Screening and identifying talent through Symicor Group provided passive and active sources including postings, social networking, internet research, etc. Convey and leverage your banking knowledge to Symicor Group candidates Effectively promoting The Symicor Group brand across numerous markets and professional communities. Acting as primary communication point with candidates from initial contact point to interview. Who Are You? You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Five or more years of experience in Banking Recruiting experience in a financial institution. Proven experience building and maintaining pipelines. Knowledge of Bullhorn ATS System a plus! Persuasive interviewer who has practice in various interview techniques. Creativity and resourcefulness to identify and leverage the resources, information, and assistance needed to solve client problems. Strong and proven long-term relationship builder with proven sales ability and influencing skills. Strong knowledge of banking positions and skills required across various job families. Proficient with MS Office, Outlook, web-based recruiting systems, internet tools, and direct sourcing methods. General knowledge of recruitment policies and practices. Knowledge of applicable Employment Laws including Diversity Legislation, FLSA, VEVRAA, etc. The next step is yours. Email us your current resume along with the position you are considering to: ************************

Competitive Wage Starting wage of $17.00 per hour with shift differential opportunities to earn up to $23.76 per hour. Full Time Benefits We could say there are too many to list, but its worth it to share the good news! Starting DAY ONE (yes, you heard that correctly NO WAITING PERIOD) , you can take advantage of our amazing benefit package, designed with you and your future in mind! Check out the full list: Paid time off (at minimum, 20 personal days + 7 holidays per year) Medical/Dental/Vision/Life Insurance Education Assistance: fully paid Bachelors and tuition assistance & reimbursement options 401K with company matchand fixed contribution Employee Stock Purchase Plan What You Will Do Working from home, you will need a quiet workspace so you can focus on our customers. Youll also need a minimum of 5 MBPS up/download speed from your internet provider. Youll spend the majority of your shift talking with our customers, listening to their concerns, and providing the best solutions. Youll be a master problem solver! You might interact with customers on the phone, in a chat session, or responding to emails. Well provide you with procedures and tools to handle our customers needs and strengthen their relationship with Discover . Well provide you with all the equipment you need! Monitors, computer, keyboard, mouse, headset, and an amazing new hire training experience . Youll also have the best coaches to help you deliver the best service! Qualifications You Will Need to Succeed The Basics : Be reliab le! We need you here to take care of our customers. Be committed to working your schedule. Enjoy helping others. You will be busy, taking call after call, assisting our customers. We are always looking for ways to make things better for our employees and customers- that means you will experience change, sometimes at a fast pace. Positive energy, strong communication, ability to focus on the issue and not take things personally. Let your personality shine. We want you to succeed! That means you will receive coaching and feedback. Be open and willing to try new things. Bonus Points if you have : 1+ years of experience in related field Benefits you might not have expected Employee Assistance Program Counselors Discover Care@Work Family Assistance Program (Discounted childcare at participating centers, free care.com membership, and subsidized Backup Care Services) Perks at Work (access discounts from over 30,000 merchants, earning WOW Points while you shop) Opportunities to volunteer in the community Development groups and training If you do choose to work onsite, we have a f ull service cafeteria featuring Starbucksand subsidized m indful options , as well as access to our Fitness Center. We also have onsite Health Clinics.

JOIN OUR DYNAMIC TEAM! Are you an enthusiastic and detail-oriented lending professional with a passion for helping others? Do you enjoy the challenge of processing diverse loans applications? If so, we have an exciting opportunity for you to join our team as a Bilingual Financial Service Rep I. We need a dynamic, goal oriented, person who likes meeting people and developing relationships, to help grow our branch in Sterling, IL. You will play a crucial role in our lending operations. You will be responsible for providing financial assistance, deposit and consumer loan services in a courteous and professional manner while providing prompt, efficient and accurate member service. Responsible for helping members navigate the loan application, approval and closing process. This will include recommending personal loan options to members and explaining their terms, determining risks for loaning to members based on their credit, and accurately processing paperwork. THIS IS NOT A REMOTE POSITION. Essential Functions: Perform routine member transactions including, but not limited to, account inquiries & updates, transfers; check withdrawals, stop payments, request for check and statement copies, and general information. Independently complete opening and closing of membership accounts including but not limited to lending and deposit accounts transactions (i.e. Consumer loans, deposit accounts including Money Markets) ensuring every detail is managed with precision.. Reviewing applications for accuracy and determining debt ratio, income, credit checks, any collateral and/or other requirements to assist member in obtaining a loan, and collect all CIPs required. You will prepare loan applications for underwriters, liaising effectively to ensure smooth approvals. Actively look for opportunities to cross-sell CCU technology & services (i.e. EARS, CCU website, Debit Card, Mobile capture, CU Branch, CU Bill Pay, GAP, Credit Life & Disability, etc) Respond to inquiries made by members via telephone, in person or email in a timely, friendly and professional manner in both English and Spanish. Ability to assist members with loan inquiries, loan applications, loan balance/payoffs, quote NADA values, quote AutoCare premiums. Redeem US Savings Bonds and direct members to on line purchases of US Savings Bonds. Engage with your dynamic team and manager to ensure lending goals are met each month, while actively assisting in building our membership base. Remain aware of, understand and comply with regulatory and compliance issues for consumer loans and deposit accounts. Maintain professional appearance. Maintain excellent attendance record, including punctuality and preparation. Why join us? We believe in fostering a supportive and vibrant work environment. At our company you will have the chance to: Make a difference in the lives of our members by helping them navigate their financial journeys. Work alongside passionate professionals who share your enthusiasm for lending and member service. Enjoy a competitive compensation, benefits, and opportunities for professional growth. If you are ready to take your career to the next level and make a real impact in the community, and meet the minimum qualifications listed below....we want to hear from you. Apply today! Note: The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time. JOIN OUR DYNAMIC TEAM! Are you an enthusiastic and detail-oriented lending professional with a passion for helping others? Do you enjoy the challenge of processing diverse loans applications? If so, we have an exciting opportunity for you to join our team as a Bilingual Financial Service Rep I. We need a dynamic, goal oriented, person who likes meeting people and developing relationships, to help grow our branch in Sterling, IL. You will play a crucial role in our lending operations. You will be responsible for providing financial assistance, deposit and consumer loan services in a courteous and professional manner while providing prompt, efficient and accurate member service. Responsible for helping members navigate the loan application, approval and closing process. This will include recommending personal loan options to members and explaining their terms, determining risks for loaning to members based on their credit, and accurately processing paperwork. THIS IS NOT A REMOTE POSITION. Essential Functions: Perform routine member transactions including, but not limited to, account inquiries & updates, transfers; check withdrawals, stop payments, request for check and statement copies, and general information. Independently complete opening and closing of membership accounts including but not limited to lending and deposit accounts transactions (i.e. Consumer loans, deposit accounts including Money Markets) ensuring every detail is managed with precision.. Reviewing applications for accuracy and determining debt ratio, income, credit checks, any collateral and/or other requirements to assist member in obtaining a loan, and collect all CIPs required. You will prepare loan applications for underwriters, liaising effectively to ensure smooth approvals. Actively look for opportunities to cross-sell CCU technology & services (i.e. EARS, CCU website, Debit Card, Mobile capture, CU Branch, CU Bill Pay, GAP, Credit Life & Disability, etc) Respond to inquiries made by members via telephone, in person or email in a timely, friendly and professional manner in both English and Spanish. Ability to assist members with loan inquiries, loan applications, loan balance/payoffs, quote NADA values, quote AutoCare premiums. Redeem US Savings Bonds and direct members to on line purchases of US Savings Bonds. Engage with your dynamic team and manager to ensure lending goals are met each month, while actively assisting in building our membership base. Remain aware of, understand and comply with regulatory and compliance issues for consumer loans and deposit accounts. Maintain professional appearance. Maintain excellent attendance record, including punctuality and preparation. Why join us? We believe in fostering a supportive and vibrant work environment. At our company you will have the chance to: Make a difference in the lives of our members by helping them navigate their financial journeys. Work alongside passionate professionals who share your enthusiasm for lending and member service. Enjoy a competitive compensation, benefits, and opportunities for professional growth. If you are ready to take your career to the next level and make a real impact in the community, and meet the minimum qualifications listed below....we want to hear from you. Apply today! Note: The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time. Qualifications: Education : · HS Diploma or equivalent required. Experience : · Two years or more in a financial institution with previous consumer lending & deposit account experience is required. · NMLS registration is a plus · Sales experience is a plus Skills Required : · Bilingual English/Spanish fluency required. · Must be service-minded and team oriented. · Basic PC skills, including proficiency in Microsoft Word, Excel, and Outlook required. · Requires effective member relation/cross selling skills. · Ability to manage multiple priorities. Performance Standards: Meet new accounts goal monthly. Meet Credit Disability monthly goal on eligible loans. Meet Credit Life monthly goal on eligible loans. Meet goal on Mechanical Repair Coverage Policies sold monthly. Meet goal on GAP Policies sold monthly. Meet minimum monthly loan volume goal. Pay rate $23/hr-$28.00/hr, commensurate with experience. This position includes a full benefit package which includes the Medical insurance, vision, dental, company paid employee life, short-term/long-term disability coverage, EAP, discounts and many other elections. You also get to enjoy a generous PTO and holiday plan and working with a close knit team. Consumer Loans, Lender, Loan processor, Skills & Requirements Qualifications: Education : · HS Diploma or equivalent required. Experience : · Two years or more in a financial institution with previous consumer lending & deposit account experience is required. · NMLS registration is a plus · Sales experience is a plus Skills Required : · Bilingual English/Spanish fluency required. · Must be service-minded and team oriented. · Basic PC skills, including proficiency in Microsoft Word, Excel, and Outlook required. · Requires effective member relation/cross selling skills. · Ability to manage multiple priorities. Performance Standards: Meet new accounts goal monthly. Meet Credit Disability monthly goal on eligible loans. Meet Credit Life monthly goal on eligible loans. Meet goal on Mechanical Repair Coverage Policies sold monthly. Meet goal on GAP Policies sold monthly. Meet minimum monthly loan volume goal. Pay rate $23/hr-$28.00/hr, commensurate with experience. This position includes a full benefit package which includes the Medical insurance, vision, dental, company paid employee life, short-term/long-term disability coverage, EAP, discounts and many other elections. You also get to enjoy a generous PTO and holiday plan and working with a close knit team. Consumer Loans, Lender, Loan processor,

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Supervisor, Bank Teller Operations-Sensitive Profile, you will supervise USAA Bank Tellers completing bank transactions with outstanding customer service in a face-to-face environment (bank lobby or drive thru). Ensure Tellers are dedicated to delivering simple, real- time, friction-less member experiences while providing relevant advice and product solutions. Develop employees through regular mentor and feedback that leads to improved results. Maintain compliance with prescribed policies, procedures, regulations and guidelines associated with USAA's banking products. This job profile is designated as a Sensitive Position. Sensitive Positions are those positions in which individuals have the authority and ability to conduct in-scope activities (movement of USAA or Member funds) as defined within the Enterprise Sensitive Positions Mandatory Time-Away Compliance Policy. Employees in Sensitive Positions are required to fulfill a Mandatory Time-Away (MTA) requirement of 10 consecutive business days each calendar year. We offer a flexible work environment that requires an individual to be in the office 5 days per week (to include every other Saturday). This position can be based in San Antonio, TX. Relocation assistance is not available for this position. What you'll do: Reconciles and maintains the vault, teller cash drawers, the general ledger according to policy, and other bank related items; conducts scheduled and random audits on Teller cash drawers. Monitors cash on hand and cash variance report. Responsible for forecasting, monitoring, tracking, and balancing cash flow daily to meet financial obligations. Approves exception or large item transactions within limits of authority involving risk or sensitive customer situations. Responsible for Operational Audits and Risk Management. Assists Manager, Teller Operations with supervising traffic and coordinating schedules to ensure appropriate business coverage. Directs and advises personnel on complex transactions and member issues. Partners with Agile Product and Business Process Owners to review and certify existing and new member experiences from an operational perspective. Serves as Vital Team member in support of operational programs and projects. Leads all aspects of teller operations to include operation systems and security requirements. Ensures compliance with all regulatory requirements. Responsible for scanning, processing, and balancing of the teller proof work in preparation for electronic files for transmitting to data processing and/or correspondent bank. Responsible for facility management including (but not limited to): security of facility and its occupants, opening and closing activities. Builds and is responsible for a team of Tellers through ongoing execution of recruiting, development, retention, mentor and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree: OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 4 years of progressive retail banking or teller experience required. 1 year of direct team lead or supervisory experience required. Advanced knowledge of applicable banking regulations, guidelines, and procedures, to include PATRIOT Act - Anti-money Laundering, Regulation CC, OFAC, etc. Outstanding interpersonal, communication, and customer service skills. Outstanding mathematical and critical thinking skills using logic to identify strengths and weaknesses to improve upon current process and minimize risk. What sets you apart: 5 or more year of direct team lead or supervisory experience. 5 or more years of current progressive retail banking or teller experience. US military experience through military service or a military spouse/domestic partner. Compensation range: The salary range for this position is: $45,470 - $81,490. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Job Description Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of a remote Licensed Financial Services Representative. We seek an licensed energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. This role requires exceptional relationship building, organizational skills, attention to detail, and the ability to handle sensitive and confidential information with utmost discretion. The best candidate understands the State Farm Agency model and has market area operations acumen. This remote position is only available to candidates who meet the following criteria: Must be securities licensed and have experience in the Financial Services industry. Must be willing and able to work at three office locations on-site with opportunity for occasional remote work. Responsibilities include but not limited to: Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Use a customer-focused, needs-based review process to educate customers about insurance options. Maintain a strong work ethic with a total commitment to success each and every day. Develop new service opportunities with both existing and new clients. As an Agent Team Member, you will receive... Base Salary $80k - $100k depending on experience Commissions Paid time off (personal/sick days and vacation) Paid holidays Employer paid group health insurance Matching 401(k) Valuable experience Growth potential/Opportunity for advancement within my office Requirements Prior financial services experience (required) Securities licenses (required) Life and Health license (required) Excellent interpersonal skills Excellent communication skills - written, verbal and listening People-oriented Organizational skills Self-motivated Detail oriented Proactive in problem solving Dedicated to customer service Able to learn computer functions Pride in getting work done accurately and timely Ability to work in a team environment Ability to multi-task Provide timely and thorough activity reports to agent Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.

Job DescriptionBenefits: Bonus based on performance Flexible schedule Paid time off ROLE DESCRIPTION: As a Financial Service Rep with the Beth Moloughney Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. State Farm Experience required FINRA Series 6 and 63 and 65 licenses required Life Health License required This is a remote position.

Job DescriptionBenefits: Bonus based on performance Competitive salary Flexible schedule Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative with Robert Reed State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred. This is a remote position.

Job Description About the Opportunity: Join a rapidly growing agency helping families across the U.S. protect what matters most. Whether you're licensed or just starting out, we'll provide the mentorship, training, and tools to help you thrive. What You'll Do: Work remotely from anywhere in the U.S. Connect with clients who requested information - no cold calls Offer coverage options from trusted carriers Build relationships while protecting families Option to develop your own agency What We Offer: Comprehensive virtual training Step-by-step licensing guidance Flexible scheduling (PT or FT) Commission-based income with daily pay Bonus programs Warm leads and full team support Compensation (Commission Only): PT $1,500 - $3,000 / mo FT $3,000 - $7,000 + / mo We're Looking For: Driven and coachable individuals Clear communicators Independent and goal-oriented Ready to earn a license (we help you) Requirements: U.S. resident, 18 + Background check Internet + phone + computer ⚠️ No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your success will depend on your work ethic, ability to follow our system, and the demand in your selected market. Apply Now to take control of your career and income. Requirements Must be 18 years or older U.S. resident (currently hiring in the U.S. only) Must be able to pass a background check Willing to obtain a Life & Health insurance license (we help with this) Comfortable working remotely with internet access Strong communication skills Self-motivated and coachable Benefits Remote work - work from anywhere Flexible schedule - set your own hours No income cap - performance-based pay Access to warm leads - no cold calling Daily pay from top-rated insurance carriers Bonus structure available Licensing support for new agents Team mentorship & leadership development Potential to grow your own agency

We are seeking a financial clearance rep (FCR) to join our rehab services team! The FCR must be able to effectively articulate payor information in a manner such that therapists, patients and families gain a clear understanding of financial responsibilities.The FCR will be responsible for completing the insurance and benefits verification to determine the patient's benefit level for outpatient therapy services including physical, occupational, speech, cardiac, pulmonary, and hearing aids/audiology. They will obtain benefit levels, screen payor medical policies to determine if the scheduled procedure meets medical necessity guidelines, submit and manage referral and authorization requests/requirements when necessary, and/or ensure that pre-certification notification requirements are met per payor guidelines. They will provide support and process prior authorization appeals and denials, when necessary, in conjunction with revenue cycle and clinical staff. The FCR makes the decision when and how to work with providers, clinical staff, insurance payors and other external sources to assist in obtaining healthcare benefits. * FTE 1.0, authorized for 80 hours per pay period. * Schedule: Monday-Friday, 8:30am - 5:00pm. * Remote position. * Full benefits such as medical, HSA, dental insurance, vision insurance, 403b, PTO, health & wellbeing resources, Health & Wellness funding, and more! M Health Fairview Rehabilitation offers a broad range of services that serve patients across 10 acute-care hospitals, 3 post-acute settings and 70 outpatient adult and pediatric therapy clinics. Consisting of Physical, Occupational and Speech Therapy as well as Audiology and Cardiac & Pulmonary Rehab, our therapists collaborate with colleagues in all medical settings and offer dozens of specialty programs. As an academic health system with residency and fellowship programs and a rehab-focused clinical quality team, we have a collaborative culture that is centered on learning with an emphasis on evidence based, patient-centered care. Rehab's continuing education program offers continuing education courses per year at no cost to employees. Responsibilities * Practice excellent telephone etiquette and active listening skills. * Identify insurances for all new patients that require information/notification from the site for new, continuing, and observation patients. * Document and track all communication with insurers, clinic staff, and patients. * Document each step taken in the process of acquiring benefits, prior authorization, or confirmation compensability determination. * Document pertinent information for therapist use in contacting insurance carrier if further authorization is necessary. * Enters referrals with all pertinent information into Epic referral entry. * Initiate process to establish company account for worker's compensation patients and all other insurances as needed. * Informs patients/clinic/caregiver of denials by insurance companies when pre-authorizing services. * Contact patients with insurance issues such as termed insurance. * Develop a list of key contacts at insurance companies and develop positive working relationships to facilitate ability to retro-authorize claims and increase reimbursement. * Assist in training new insurance staff * Acquire insurance referrals from PCC, if required by insurance. * Submit appeals to insurances for prior authorization, if needed. * Incorporate new changes in insurance verification and adapt to changes in volume of workload. Required Qualifications * 1 year experience in insurance verification/eligibility, financial securing, prior authorization, or related areas. * Experience with electronic health record software. Preferred Qualifications * Associate of Science * Vocational/Technical Training * Epic experience * Insurance/benefit verification experience * Referrals and/or prior authorization experience * Knowledge of medical terminology and clinical documentation review * 2 years of experience working insurance/benefit verification, financial securing, or related areas using an EHR in a healthcare organization * Knowledge of computer system applications, including Microsoft Office 365 Benefit Overview Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: ***************************************************** Compensation Disclaimer An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical. If your role is eligible for a sign-on bonus, the bonus program that is approved and in place at the time of offer, is what will be honored. EEO Statement EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status

Job DescriptionBenefits: Hiring bonus 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: With 12 years in business and a team of 9 full-time professionals, our agency is built on excellence, teamwork, and community connection. We provide monthly and quarterly team challenges with bonus opportunities, group medical coverage, and retirement contributions to support your success both at work and in life. Our agency has been honored with multiple State Farm awards, including Ambassador Travel, SVP Club, and Honor Club - recognition that reflects our commitment to delivering exceptional service and coverage to every customer. Outside the office, Drew is an avid golfer who enjoys traveling, and our team shares that same spirit of energy and engagement. Were also proud to give back to the community through volunteer efforts and local involvement. If youre looking to join a supportive, award-winning team that values both hard work and community connection, wed love to hear from you! ROLE DESCRIPTION: Drew Federau - State Farm Agent is seeking a qualified and empathetic professional for the role of Financial Services Representative State Farm Agent Team Member. As a customer-oriented expert, you will market the best Life/Health insurance services and products to benefit clients and their families. Your sales experience equips you to continually grow your income as you provide the needed security for times of distress and vulnerability. As a strategic and emotionally intelligent resource to the community, we are excited to expand our successful agency with your skillset. RESPONSIBILITIES: Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. Maintain a strong work ethic with a total commitment to success every day. Work alongside your agencys team to ensure successful, exceptionally satisfying, and long-lasting customer relations. QUALIFICATIONS: Possess excellent communication skills. Display good analytical skills. Provide excellent customer service. Life/Health Insurance License Successful track record of meeting sales goals/quotas preferred This is a remote position.

Job Description We believe work should fit your life - not the other way around. This role is perfect for driven people who want a balance of independence and mentorship. You'll help clients secure their financial future using systems that have already created success for thousands of agents nationwide. What You'll Gain: Full mentorship and training. Simple process that gets results quickly. Flexible schedule and uncapped pay. Health, dental, and vision benefit access. We're looking for disciplined self-starters who care about helping people - and who want to be rewarded fairly for it. What You'll Do You'll meet with families (virtually or over the phone) who have requested help protecting their income or paying off debt faster. Using our proven client system, you'll: Review coverage needs and customize simple financial protection plans. Submit applications through our digital platform - no cold calling or door knocking. Follow up with clients and maintain long-term relationships. Learn to train and mentor others as you grow. Every step is outlined, documented, and supported. You'll never have to “wing it.” What Makes This Different Freedom: You decide when and how you work. No clock-in, no office politics. Proven Playbook: The same system that's helped thousands of new agents earn $60K-$150K+ in their first year. Mentorship: Work directly with top leaders who've already built six- and seven-figure agencies. Culture: Collaborative, transparent, and genuinely fun. We celebrate wins together. Compensation & Benefits Uncapped commissions: You control your income - effort = reward. Bonuses & incentive trips: Company-paid travel to destinations like Cabo, Hawaii, and Costa Rica. Health, dental, and vision options: Available once licensed and producing. Leadership path: Training, support, and recognition for those who want to grow beyond sales. Flexible schedule: Full-time, part-time, or supplemental income model available. Who Thrives Here People who are: Coachable and willing to follow a proven process. Self-driven and goal-oriented. Good communicators who care about helping others. Looking for long-term stability and income growth, not another short-term job. No financial or sales experience is needed - our training covers everything. Licensing can be completed online in 1-2 weeks, and we'll guide you through it. Why Apply Now Most people spend years searching for a career that offers both income and lifestyle freedom. Here, you can build both - backed by real mentorship and an award-winning company culture. If you've been craving a way to work from home, create flexibility, and make a difference for families while doing it, this could be your chance. No scripts. No hype. Just a real opportunity to grow - on your terms. Apply today, and we'll set up a short conversation to see if it's the right fit. Requirements18+ and authorized to work in the U.S. 100% Uncapped Commission 1099 Able to pass a background check and complete licensing (3-7 days, we'll guide you through it every step of the way). Prior experience in sales, customer service, leadership, or training is a plus-but not required. Comfortable working remotely and independently. BenefitsAll-Expenses-Paid Vacations - Travel to dream destinations like Puerto Rico, Italy, Portugal, Mexico, and more-fully paid based on performance. Work-from-Anywhere Flexibility - 100% remote with control over your schedule and income. Earn Time & Money - System-driven income model gives you the power to create both financial freedom and time freedom. True Agency Ownership - Build your own business with real contractual ownership. Legacy Business Transfer - Pass your agency to a loved one and create generational wealth. Free Life Insurance - One full year of coverage included for qualifying agents. Up to $500,000 in Life Coverage - Access large term coverage (up to 30 years) as a benefit. Health Benefits Access - Affordable medical, dental, and vision coverage available through a partner provider. Award-Winning Culture - Named a top company culture by Entrepreneur and a fastest-growing company by Inc. 5000. • • Mentorship & Training - Plug into proven systems and real-time coaching to level up fast.

About Us We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally. Our World-Class Training and Development Program will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If you're new to the industry, you'll find our part-time options ideal for transitioning at your own pace to a full-time role. Role Description Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work Conduct Financial Needs Analysis to uncover financial goals of the client Formulate tailored financial plans for them Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf Conduct semi annual and annual reviews Experience All experience levels are welcome, you'll be partnered with an experienced and successful broker who will guide you through every step, ensuring you're fully equipped to succeed. Our team is composed of individuals from diverse backgrounds doctors, nurses, lawyers, realtors, construction workers, military personnel, and more. Helpful traits and skills include: Entrepreneurial Mindset Leadership Self-Motivation Organization & Initiative High Ambition & Positive Energy Work Schedule & Benefits Flexible Schedule & Remote: The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. You'll have the flexibility to design your workday around your life and/or current employment. Personal & Professional Growth: Benefit from our world-class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities. Cutting-Edge Technology: Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience. Rewarding Career: Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families. Supportive Team Environment: Our successful plug-and-play system, paired with friendly competition, motivates our team to reach outstanding achievement levels. Compensation Financial Services is the most lucrative industry in the world, 100% Uncapped Commission- varies by client can be a $2,000, while another client can be a $10,000 Multiple income streams: Personal Income, Agency Bonus, Agency Income, Yearly Renewals 1-2%, and Referrals Biweekly paydays every Tuesday and Friday (Paid 8 to 9 times a month) Non-Negotiable Qualifications Willingness to get licensed in 7-10 days via a state-approved course Ability to pass a background check Legally authorized to work in the United States No Felonies Find us on: Instagram | LinkedIn | TikTok | GFI Website

We are an independent financial services division of Transamerica Financial Advisors with over 40 years of experience. Our mission is to provide comprehensive financial services to families, individuals, and businesses of all financial backgrounds. We take an educational approach to our services, ensuring that our clients understand the financial decisions they make and are prepared for a safe and stress-free life. The Opportunity This business opportunity allows you to join a team of ambitious entrepreneurs and leaders growing financial services businesses. You will receive weekly training and a personal group of experienced mentors to help you as you start your career. Our most ambitious associates receive quick leadership advancement and grow their own divisions. We are partnered with Transamerica, Fidelity, Nationwide, Athene, and many more A-Rated companies to provide financial education and solutions for our clients. We are looking for someone who wants: Remote Work from Home Lucrative Career Change To Work With People Ownership of a Business Control of Their Time Commission, Residual, and Passive Income A Career in the Financial Sector Mentorship and Personal Development Our Services We offer a wide range of financial services, including: Financial Education Personal Finance Retirement Solutions Long Term Care Small Business Protection Plans 401K and IRA Rollovers Life Insurance Planning College Planning Estate Planning And more. First 30 Days & Training Program You are able to start your business full or part time. Many of our new business partners start on a part time or referral basis as we grow a foundation for your career over the next 6 months. Many associates find it suitable to make the transition from a W2 into owning their own business on our platform over time. Expect to spend 10-20 hours per week in the beginning of your career completing the training program. You will develop your own schedule. In your first 30 days, you will complete our training program which includes: Acquiring Your Life and Health License Attending Virtual Trainings and Completing Field Trainings Marketing and Growing the Foundation to Your Business Developing Lead Systems and Creating a Business Plans Identifying First Clients and Business Partners You will be assigned multiple mentors to guide you along your journey as you grow more and more independent. Virtual Live Weekly Training Our firm hosts live weekly trainings twice a week on Tuesday evenings and Saturday mornings (outside of normal business hours). All associates are expected to attend these sessions as they are foundational to your success in this business. Outside of the live weekly trainings, we offer additional product training, mentorship, leadership development, and business courses throughout the month. Who Are We Looking For? Someone With.. Legality, Ethics, and Morality Entrepreneurial-Minded/Self-Starters Interest in Finance, Money, & Investments Leadership Skills / Wanting Growth An Ambitious, Go-Getter Attitude Great People Skills and Public Speaking Customer Service (Client Relations) Requirements Background Check & Clean Record USA Citizen with Valid Social Security Number At Least 18 Years of Age High Level of Integrity and Moral Compass ****Able to Complete Licensing in 30 Days****

Who We Are: Our vision is to grant the wish of every eligible child. Through our mission, we are uniting communities to grant life-changing wishes. As the world's largest wish-granting organization, we strive to create a sense of community and an environment where we warmly embrace our wish families, volunteers, and colleagues. Joining Make-A-Wish means becoming part of a mission that believes in the power of a wish. Location: Remote positions are open to applicants based anywhere in the continental U.S. Hybrid positions are open to applicants based in the Phoenix, Arizona area. Applicants must be authorized to work for ANY employer in the U.S. We do not sponsor employment visas or other immigration processes to attain or maintain employment eligibility. Position Summary: Perform accounting functions for chapters who have elected to use Shared Financial Services (SFS) to ensure financials are recorded accurately and timely. Knowledge and Abilities: Knowledge of financial accounting including generally accepted accounting principles (GAAP) and financial statement preparation to ensure accurate, efficient, timely financial reporting and related processes. Effective verbal and written communication skills to network with other departments within the organization, as well as externally, regarding various issues related to the financial reporting process. Familiarity with audit planning processes and procedures. Excellent knowledge of accounting and information systems applications, preferably in a non-profit environment. Ability to handle sensitive information with a high level of trust and confidentiality and possess strong business ethics. Duties & Responsibilities: Support chapters using SFS in accounting functions to ensure accurate and timely processing. Commit donation batches to Salesforce and post to NetSuite (financial system), the general ledger. Review of check requests for proper coding and approvals. Prepare bank reconciliations and balance sheet reconciliations for review. Records journal entries for monthly financial activity. Prepare financial reporting package including monthly variance report. Reviews, researches, and analyzes data. Responds to inquiries from chapter staff. Assist with gathering of information and documents for annual audit process. Helps prepare chapter's audit workbooks. Assist with running custom reports and queries in NetSuite, and/or Excel, as requested. Builds and maintains relationships with chapters. Provides support for Support Team Staff. Performs other job-related duties, as assigned. Qualifications: Bachelor's degree in Accounting, Finance or related field required. Minimal experience in accounting and/or financial reporting is acceptable with a related educational degree. Experience in excess of one year is helpful. Strong knowledge of Microsoft Office applications required, including demonstrated expertise in Microsoft Excel. Experience in Salesforce and NetSuite is helpful. Working knowledge of nonprofit organizations strongly preferred. Working Conditions: Ability to thrive in a remote environment. Some travel required. May require work outside a traditional Monday - Friday work week, and outside normal business hours. This Role's Hiring Range$51,100-$54,800 USD What We Offer: Benefits Comprehensive benefit package, effective day 1: Medical, Vision*, Dental*, Wellness Competitive compensation with annual incentive potential Health Savings Account and Flexible Spending Account Options Health Reimbursement Account fully funded by Make-A-Wish America Short Term Disability*, Long Term Disability* and Life Insurance Additional Insurance Plans: Accident, Critical Illness, Hospital Indemnity, Pet Insurance through Figo 401(k) Retirement Savings Plan with 5% match after one year of service Eligibility for student loan forgiveness through the Public Service Loan Forgiveness Program The organization will send a laptop, 24” monitor, and a docking station/adaptor to new hires Time Off Up to 15 PTO days 10 Sick Days 11 Paid Holidays 2 Volunteer Days after one year of service 2 Personal Days accrued annually Parental Leave Also... Employee Awards and Recognition Programs Individual and Leadership Development Discounts and special offers for theme parks, events, hotels, concerts, and movie tickets *Monthly premiums paid for the employee for vision, dental, and short/long term disability.

Job DescriptionBenefits: Bonus based on performance Competitive salary Training & development ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Terry Stone - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Bachelor's degree in finance, economics, accounting, or a related field. Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Health benefits Profit sharing Growth potential/Opportunity for advancement within my office This is a remote position.

Join Our Team as a Financial Services Specialist! At Apprisen, we're revolutionizing financial well-being every day! We provide cutting-edge financial education and guidance to help our clients achieve personal money management success in a dynamic, fast-paced environment. Since our inception in 1955, we have helped over a million families and individuals. Our mission is clear: “Helping people improve their financial well-being through counseling, community outreach, and financial education." Why You'll Love Working with Us • Industry Leader: Join a team celebrated by Fortune, Investopedia, and Forbes for excellence in credit counseling services. • 100% Remote & Flexible: Make a meaningful impact from the comfort of your home! • Innovative Work: Leverage the latest technology to help clients achieve financial stability and success. • Certification Opportunities: Achieve your Certified Consumer Credit Counselor Certification and enhance your expertise. • Skill Development: Access continuous learning opportunities to expand your knowledge and skills in financial counseling and education. • Gratifying Impact: Experience the heartfelt gratitude from clients whose lives you've helped transform. • Voice and Influence: Be a valued voice within the organization, contributing to continuous improvements and innovations. • Awesome Benefits 401k Generous Paid Time Off plan Medical, dental, and vision insurance Life insurance Short and long-term disability Flexible Spending Public Student Loan Forgiveness Eligible Employer What You'll Do Connect with Clients: Engage with clients in person, by phone, and online, building meaningful relationships and trust. Analyze and Advise: Dive deep into clients' financial information to develop personalized action plans that truly make a difference. Present Solutions: Offer tailored financial options and solutions, empowering clients to take control of their financial futures. Community Engagement: Represent Apprisen in local communities, providing invaluable financial education to groups and making a lasting impact. What We're Looking For Passion for Helping Others: A genuine desire to make a positive impact in people's lives. Language Skills: Bilingual proficiency is a plus, but not required. Flexibility: Ability to adjust to varying schedules and work hours. Required Skills Tech-Savvy: Strong computer skills and the ability to quickly adapt to new technologies. Educational Background: Bachelor's degree or equivalent work experience and education. Innovative Thinker: An innovative mindset to develop new solutions to complex challenges. Communication Skills: Excellent listening, verbal, and written communication skills to effectively connect with clients. Self-Motivated Learner: Strong self-learning skills to acquire new competencies independently. Organizational Skills: Excellent time management and organizational skills to handle multiple tasks efficiently. Ready to Make a Difference? Join us and be part of a transformative journey! At Apprisen, you'll be at the forefront of improving financial well-being through counseling, community outreach, and financial education. Apply now and start making a real difference in people's lives today! Note: Satisfactory credit, background, and drug pre-employment screens required. Apprisen is an equal opportunity employer.

At Children's Wisconsin, we believe kids deserve the best. Children's Wisconsin is a nationally recognized health system dedicated solely to the health and well-being of children. We provide primary care, specialty care, urgent care, emergency care, community health services, foster and adoption services, child and family counseling, child advocacy services and family resource centers. Our reputation draws patients and families from around the country. We offer a wide variety of rewarding career opportunities and are seeking individuals dedicated to helping us achieve our vision of the healthiest kids in the country. If you want to work for an organization that makes a difference for children and families, and encourages you to be at your best every day, please apply today. Please follow this link for a closer look at what it's like to work at Children's Wisconsin: *********************************** Job Summary: Responsible for answering a high volume of inbound daily telephone calls within Patient Financial Services department, a cross-functional department supporting all areas of Children's Hospital and Children's Specialty Group (MCW) revenue cycle. As the front line of CHW and MCW/CSG's revenue cycle, must provide exemplary service to our patients and families showing empathy and compassion while still working to meet the goals of resolving account balances. Troubleshoots and problem solves patient family billing, payer, payment posting or system issues for all areas of the organization. Essential Functions: Works as part of a cross-functional team that must maintain knowledge of all hospital billing, physician billing, coding, medical records, and financial clearance functions across multiple service areas. Acts as a patient resource for navigating through the various departments of our health system. Works in a fast-paced call center environment, promptly and professionally answering inbound telephone calls, meeting department service standards and expectations. Negotiates payment plan arrangement and screens for financial assistance needs. Responds to patient's questions in a timely, professional manner Multi-tasks by working accounts in work queues to resolve self-pay balance issues while answering inbound calls. Utilizes patient billing software, which includes adding appropriate documentation of steps taken to obtain payment, respond to inquiries or resolve accounts Educates and supports parents, families, and representatives with questions regarding CHW account balances. Educates families on insurance and revenue cycle processes. Determines when rebilling is appropriate and takes necessary steps in billing system to complete. Legacy Essential Functions: Reviews in-coming correspondence and respond accordingly. Updates billing information Reviews and updates return mail with new addresses Utilizes Forward Health eligibility website to search for coverage for uninsured patients and takes necessary steps in billing system to complete eligibility check Investigates and resolves straight forward credit balances. Determines appropriate next steps; transferring funds, requesting patient refund Collaborates with Financial Counseling, Social Services, Patient Relations, Account Resolution Reps or other department members to resolve patient concerns, and patient balances Works within the Medical College of WI service area in billing system to resolve shared services account balances Escalates situations to leadership when appropriate for service recovery and timely resolution Education: High School graduate or Certificate of General Educational Development (GED) or High School Equivalency Diploma (HSED) Required Experience: 1+ years related experience in insurance, collections, or customer service experience preferably in a healthcare setting. Required Knowledge, Skills and Abilities: Knowledge of claims processing and computerized systems desirable. Interpersonal skills necessary to efficiently respond to questions from patients and families regarding hospital financial policies, outside agencies' programs and physician offices to help resolve patient financial issues. Ability to hold composure and poise in escalated situations. Strong multi-tasking, organizational and time management skills. Ability to verbally communicate effectively in a professional manner to families, physicians and outside agencies. Ability to work as part of a team, demonstrating collaboration and flexibility. Must have knowledge of all revenue cycle operations and processes. Must be able to read and interpret insurance explanation of benefits to accurately process work and resolve problems Required for All Jobs: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that may be requested in the performance of this job. Employment is at-will. This document does not create an employment contract, implied or otherwise. Full Remote Work Opportunity! Children's Wisconsin is an equal opportunity / affirmative action employer. We are committed to creating a diverse and inclusive environment for all employees. We treat everyone with dignity, respect, and fairness. We do not discriminate against any person on the basis of race, color, religion, sex, gender, gender identity and/or expression, sexual orientation, national origin, age, disability, veteran status, or any other status or condition protected by the law. Certifications/Licenses:

Primerica is expanding! I am seeking an individual that is COACHABLE and simply MOTIVATED to succeed and to help others succeed! We educate the middle-income consumer proven concepts of HOW MONEY WORKS to obtain financial independence, as well as providing services to protect their income today and for the future. Work schedules are based upon personal availability with the convenience to work from home. Minimum Requirements: * $124 Background Check (Reimbursed) * Age 25+ preferred * Legal to work in the U.S. * NO felonies We offer: * Paid Training Programs * Paid State Licenses * Multiple sources of income * Bonus/Commission Pay (NO quotas) * Advancement as a Broker