Benefit Specialist Jobs in Bonham, TX

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other's truest selves. We understand that pursuing a new job is a big deal. Maybe you're afraid you won't fit in. Well, here's the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits. Our Newest Opportunity: Travel Required: As needed Role Objectives: To make sure our customers can hire, onboard, and understand their benefits for themselves and to their employees. You will own your book of assigned clients and be responsible for developing their knowledge and maintaining compliance on their behalf. You will help define goals and visions for the benefits department. Integrity, a sense of urgency, and honesty are key drivers to success in this position. The Benefits team is a highly energetic and collaborative environment. Benefits Specialists should be regarded as subject matter and service experts within Resourcing Edge. Key Responsibilities Assist with specifications, development, testing and implementation of new plan designs for renewal or clients adding on new plans (setting up benefit plans with multiple tiered pricing structures). Reports, policies, and procedures that relate to benefits administration and service. Support the benefits team as needed and daily support of client account managers, payroll and sales as needed. Work collaboratively with the team coordinating compliance and systems for clients. Maintain data integrity and system functionality of all benefits information to ensure accuracy of all benefits enrollments and benefits related data in system of record to provide vendors and the organization with accurate information. Optimize the performance of our benefits admin system, including gathering and analyzing data, developing, and implementing new benefits process, documenting processes, and making recommendations for improvement. Responsible for performing benefits analysis, validations, and audits to ensure quality control and adherence to established procedures. Resolve client inquires, provide relevant information as requested internally and externally. Organizes and prioritizes work to ensure timely, effective, efficient, and economic delivery of services, including delivering or coordinating the delivery, as appropriate, of Resourcing Edge compliance and administrative solutions. Manages open cases to ensure problem resolution in the shortest amount of time possible, while keeping clients regularly advised of status and anticipated resolution date. Documents customer interactions in the CRM system. Ensures proper triage, escalation, and effective resolution of all inquiries. Responsible for taking initiatives and action towards professional development, taking on stretch assignments and additional projects, as well as staying advised of statutory and regulatory payroll and compliance practices. Provide ACA configuration and support (1095's) Designing and implementing workflows supporting routine benefits tasks. Key Measurables Case management, closing cases in 3-5 days or less with a target of 75%. Service efficiency/Improvements and innovations. Utilize the data processing team for 80% or more of repetitive tasks. Update plans in Prism system for benefits elections and rates accurately after open enrollment target 99% accuracy. Complete quarterly goals. Preferred Skills Provides accurate information in a friendly, professional, and empathetic manner translating to a positive customer experience. Previous payroll experience is a plus. Highly organized and detail oriented. Passion for working in a team environment. Ability to manage multiple projects running concurrently. Critical thinking, problem solving and time management. Knowledge of Prism HR platform is a plus, along with building benefit forms, workflows and validating enrollment processes strongly preferred. Experience with any HRIS incorporating benefits administration will substitute for direct Prism experience. Required Experience Technical skills are mandatory and proficiency in Outlook, Microsoft Office Suite, Typing. Strong written and verbal communication skills with a talent for precise articulation of customer issues. Bachelor's degree or 2 years benefits service experience. Great problem-solving mindset, thinking first from principles of customer care. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: ************************** Thank you for your interest in joining the OneDigital team!

Medical Insurance Benefits Specialist Join a Leading Specialty Pharmacy Provider Our client is dedicated to providing top-tier services to patients with complex medical needs. As a leader in the specialty infusion industry, they pride themselves on delivering high-quality, personalized care, ensuring patients receive the therapies they need in a timely and efficient manner. With a culture of innovation and customer service, this is an ideal place for professionals who want to make a real impact in the healthcare field. Why You'll Love It Here: Competitive benefits package including comprehensive healthcare coverage Opportunities for career advancement within a growing, dynamic industry Supportive and collaborative team environment Flexible work arrangements to support work-life balance Be part of a company known for its patient-centered approach and innovative services The Role You'll Play: As a Medical Insurance Benefits Specialist, you will be responsible for conducting benefit investigations and securing prior authorizations for new and existing patients. Your role will ensure that prescription orders are processed efficiently, and patients receive top-notch customer service. You will collaborate closely with healthcare professionals, insurance carriers, and patients, ensuring that all parties are well-informed and supported throughout the patient's care journey. What Sets This Role Apart: Serve as a key liaison between insurance providers, healthcare teams, and patients to streamline benefit verification and authorization processes. Use your problem-solving skills to navigate complex insurance cases and ensure timely access to patient therapies. Collaborate with clinical staff and intake personnel, contributing to a team that values efficiency and high-quality patient care. About the Community: Plano, TX offers a family-friendly environment with excellent schools and recreational activities. Low crime rates and affordable living make it an attractive location for professionals and families alike. Access to a vibrant cultural scene and outdoor recreational spaces. Your Background Profile: Expertise in benefit investigation and prior authorization in a healthcare or pharmacy setting. 1+ year of experience working in a pharmacy or healthcare environment, ideally with Medicare, Medicaid, and third-party vendors. Strong analytical skills with attention to detail in processing patient insurance documents. Familiarity with electronic medical records and Microsoft Office tools like Excel, Outlook, and Teams. Strong communication skills and ability to work collaboratively with clinical teams, patients, and insurance representatives. Education: High school diploma or equivalent required, with post-secondary education preferred. Knowledge of Medicare, Medicaid, and commercial insurance systems is essential.

CSI Pharmacy Plano, Texas **Job ID** JR242798 **Company** CSI Pharmacy **Date posted** 10/17/2024 **Job Description** **Compensation: $18.00 - $23.00 (based on location), plus benefits and 401K** The Medical Insurance Benefits Specialist will be responsible to perform benefit investigation and obtain prior authorization for both new and existing patients to process patient prescription orders in a timely manner while demonstrating excellent customer service to patients, healthcare professionals and insurance carriers. The Benefits Specialist will assist in keying information into the system, including diagnosis, demographics, payor info, etc. This position must be able to collect data, establish facts, draw conclusions, and identify and solve problems. **Essential Duties and Responsibilities** include the following. **Other duties may be assigned, as necessary.** * Assists insurance department with continuation authorizations * Runs benefits & gathers all necessary documents to submit authorizations for commercial insurance * Checks status daily on pending authorizations * Conducts patient chart audits * Maintains current files and other records in accordance with CSI Pharmacy instructions and requirements. * Makes outreach efforts to insurances, patients, specialist offices and care teams as set forth by department guidelines and clinical priorities. * Coordinates with Intake personnel and assists with work duties * Interacts collaboratively with clinical staff and insurance * Provides accurate data entry of referral or authorization information into the electronic medical record. * Sends complete information to patient's insurance (when applicable) and referring specialist to coordinate referral. * Completes and submits all required reports in a timely manner. * Complies with all Company policies, instructions, and directives for the fulfillment of company objectives and maximum profitable sales. * Utilizes operating systems and tools to help manage patient therapy and refill compliance. * Provides high quality services to home-care patients and to home-care referral sources. * Attends and participates in conventions, trade shows and in-services relating to IV therapy as appropriate. * Consistently represents the company in a professional manner. * Maintains effective working relationships and cooperates with all personnel in the Company. * Adheres to the Company's compliance requirements as stated in the policy and procedure manual and all other related policies. * Performs other duties and responsibilities as assigned. **Qualification Requirements** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Provides the highest level of professionalism, responsiveness, and communication to build and maintain the maximum customer base possible. * Must possess the ability to multi-task and frequently change direction. * Analytical and problem-solving skills * Attention to detail * Experience working in Microsoft Office, specifically Excel, Outlook, Teams, and Word **Education and/or Experience** * High School Diploma or equivalent GED is required, at minimum. College or technical college preferred * Minimum one year in pharmacy or healthcare environment * Knowledge of Medicare, Medicaid, and third-party vendors **Physical Demands** The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. 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 talk or hear. The employee regularly is required to stand, walk, sit, climb stairs, use hand to finger, handle or feel objects, tools, or controls; and reach with hands and arms. The employee frequently lifts and/or moves up to 20 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. **Work Environment** The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job generally operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. While performing the duties of this position, the employee may travel by automobile and be exposed to changing weather conditions. **Comments** This description is intended to describe the essential job functions, the general supplemental functions, and the essential requirements for the performance of this job. It is not an exhaustive list of all duties, responsibilities, and requirements of a person so classified. Other functions may be assigned, and management retains the right to add or change the duties at any time. **NOTICE: Successful completion of a drug screen prior to employment is part of our background process, which includes medical and recreational marijuana.** **By supplying your phone number, you agree to receive communication via phone or text.** **By submitting your application, you are confirming that you are legally authorized to work in the United States.** **JR# JR242798** **Our Talent Community** Interested InSelect a job category from the list of options. Select a location from the list of options. Finally, click “Add” to create your job alert. Selected Job Alerts * Corporate , Plano, Texas, United States

The Senior Benefits Specialist - Union is responsible for delivery and administration of union benefit programs, union benefit/retirement plan compliance, and accountability for audits related to these plans. Carry out duties and responsibilities ensuring compliance with Company policies in addition to Federal and Local regulations. This position reports to the Payroll Manager for US Payroll Operations. This position is based at our at HQ in Frisco, TX and will have a hybrid schedule (3 days in the office and 2 days work from home) Position ResponsibilitiesAdministration of union benefit programs including but not limited to retirement, pension, health and welfare, and leave of absence Prepare regular payrolls reports, remittance reports, and payment requests for Accounts PayableProvide customer support to internal customers and external vendors Act as lead for union audits Identifies and resolves complex union benefit issues or questions in a timely fashion Perform quality assurance checks of union benefits related data. Review and correct errors to avoid penalties and union grievances. Assist with monthly GL reconciliation for union benefit accounts Maintain up-to-date knowledge of regulatory benefit, trends, and other developments affecting union benefit administration Proactively identify process improvements and keep process documentation updated Ability to prioritize and organize work with high level of accuracy maintaining high degree of confidentiality Additional tasks as assigned by Payroll Manager

**Job Details** Plano, TX Full Time High School $33,920.00 - $39,220.00 Salary/year **Description** The Consumer Benefit Specialist assists all appropriate LifePath Systems Behavioral Healthcare individuals with the opportunity for accessing both state and federal benefits that include SSI, SSDI, MSP, MEDICAID, MEDICARE, SNAP benefits, and CHIP. This service includes screening, interviewing, completing all forms, and serving as the third party representative when accessing SSA/DDS/HHSC. Additionally: * Obtains necessary information and documentation for completion of the initial screening process. * Acts as a resource for benefits information to staff and individuals. * Provides coordination and consultation for individuals throughout application and appeals process. * Follows-Up on all individuals referred to the Consumer Benefits Program. * Documents all services with individuals in the Electronic Health Record. * Documentation of direct service time/productivity. Additional duties may be assigned. **Qualifications** **Education, Training and Experience (including licensure and certification)** Minimum Qualifications: • High school diploma. • Experience working with persons with disabilities. • Strong computer and communication skills. • Must have a valid Texas Driver's License. Preferred Qualifications: • Experience with Social Security Disability programs, Medicaid and Medicare. **Knowledge, Skills and Abilities** • Knowledge of the social services system and the ability to connect individuals with appropriate benefits for services. • Ability to respond to individuals with patience, empathy, and understanding. • Excellent verbal and written communication skills. • Skill in the operation of computers and applicable computer software. • Ability to organize one's time and prioritize responsibilities. • Ability to work with a multi-disciplinary team. • Bilingual (English/Spanish) is preferred.

Total Benefit Communications (TBC), an Ascensus company, specializes in employee benefit communication and education services throughout the United States. Our highly qualified professionals help companies meet their enrollment goals efficiently and effectively, while ensuring employees understand their company offered benefits. This is an Employee Benefits consultant role with the majority of the meeting offerings in the 4th quarter of the year. This role requires the applicant be fluent in Spanish, and/or Creole, and/or Vietnamese. You must be a flexible self-starter and willing to accept meetings. These 1099 roles are ideal for consultants who have availability Monday-Friday during normal working hours. This role is for education purposes only and there is no selling involved. This role is ideal for Independent Insurance Agents, Career Consultants in this field currently or in the past, Retirees with a background in Employee Benefits, or anyone with a background in benefit offerings that have availability during the days/times needed. Group Health, Medicare or 401(k) Skills Required * Experience: Minimum of 5 years working with employees/retirees on health plans, retirement plans, and/or ancillary benefits. (Medicare experience required for Savannah, GA) * Education: Ability to educate employees through presentations, benefit fairs, and webinars. * Industry Knowledge: Up-to-date knowledge of the employee benefits/Medicare industry, including recent updates, legislation, and changes. * Relationship Management: Ability to establish and maintain professional relationships with client company contacts. * Presentation Skills: Comfortable presenting to small and medium-sized groups, including handling Q&A sessions. * Coordination: Ability to coordinate with client contacts to understand their plan offerings and prepare for meetings. * Medicare Certifications: Completion of client company required certifications, if applicable. * Licensing: Active residential Health/Accident/Sickness state insurance license required for Medicare meetings. * Travel: Willingness to travel for assignments. * Language Skills: Bilingual in English and Spanish preferred. * Physical Ability: Ability to occasionally move boxes of training materials up to 20 lbs. and present in person for extended periods. Please refer to this FAQ for additional information about these roles. For additional information on Total Benefit Communications, please visit our website at *********************** Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for a better future through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity-housed within our Core Values: People Matter. Quality First. Integrity Always. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

Bag IconClient Services Profile Icon 24019R Senior Benefits Analyst Bag IconClient Services Profile Icon 24019R Responsibility Icon**Your Responsibilities** Lockton Dunning Benefits is currently seeking a dedicated, organized and pro-active Senior Benefits Analyst to provide technical and operational support within Integrated Absence Solutions Practice. The ideal candidate will demonstrate some group life and disability benefits experience; high level of professionalism; possess the ability to work well in a fast-paced environment and the flexibility to easily adapt to changing priorities. Responsibilities • Assist IAS Client Solutions with the creation, distribution, and collection of RFPs • Act as a liaison between Client Solutions team and external vendor partners • Partner with IAS Operations RFP owner to determine timelines and goals of each project • Assist with client presentations and materials creation • Create financial reports and other deliverables as needed • Other assignments as required Qualification Icon**Qualifications** Requirements • A Bachelor's Degree in a Business or Finance-related field or equivalent experience in the insurance industry • 1 year of experience in the insurance industry, specifically in employee group life and disability benefits (preferred) • Strong financial and analytical skills • Excellent customer service skills with the ability to develop strong relationships with team members and external contacts • Organizational and time management skills to prioritize heavy workloads and meet time sensitive deadlines. • Strong verbal, written, and interpersonal skills to interact with associates, clients and vendors at all levels • Ability to work in a fast-paced environment and multi-task effectively • Proficient in MS Word, Excel and PowerPoint and ability to learn other programs as required • Handles confidential information in the best interest of both client and company **How We Will Support You** At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it. We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing. ** Manage Consent Preferences** Always Active

**Senior Benefits Analyst** OmniOn Power is currently looking for a Senior Benefits Analyst contributes to the development, implementation, and communication of our benefits and total rewards programs. Serves as the primary day-to-day contact for the administration of employee benefit programs, including health and welfare, wellness, and 401k. Ensures quality management of benefits-related processes and data for an overall elevated employee experience. This role is located at our Plano, TX headquarters and reports to the Global Total Rewards & HR Operations Leader. **Key Responsibilities:** * Responsible for the daily administration, procedures, vendor regulatory compliance of plans and vendor file feed coordination for OmniOn Power's US benefit programs, including but not limited to: + Administering the health & welfare and 401k programs in accordance with plan documents and policies, assisting in the development and implementation of any new plan designs, processing enrollments for new hires and qualifying life events, handling benefits billing/invoices and coordinating with Payroll regarding status changes impacting premiums. + Providing day-to-day assistance to employees on benefits-related questions and reconciles escalated issues, keeping the employee and their HR business partner informed until resolution is attained. + Interacting directly with benefits consultants/brokers and vendors as needed to administer benefits programs and supports the annual evaluation of services, coverage and options available to best meet the needs of OmniOn Power; assists in managing the third party vendor relationships to ensure optimal delivery of services. + Maintaining and updating benefit information and materials on internal communication platforms (internal intranet sharepoint site, benefit enrollment systems, candidate and new hire materials). + Leading the annual benefits open enrollment process, including developing the timeline, conducting UAT testing, launching the benefits open enrollment system, and serving as the primary point of contact for employees and HR business partners. + Maintaining plan and policy documents and handling plan compliance-related tasks, potentially including assistance with completion of IRS Form 5500, SARs, updates to Summary Plan Descriptions, coordinates annual plan audits, data validation, and other regulatory reporting and table updates. + Leading efforts with HRIS and payroll relating to data feeds, deductions and system setup, running extracts, and reports as necessary. + Monitoring policies, legislative changes, and legal requirements cush as ERISA, HIPAA and the Affordable Care Act to assist with plan compliance efforts and partnering with internal and external legal counsel to reviewing existing and new legislation to determine impacts and applicable actions. + Continuously identifies areas for process improvement and implements the creation, updates and regularly reviews procedure documents and process flows * Provides guidance and serves as the back-up for the daily administration and procedures for OmniOn Power's US Leave of Absence programs, including but not limited to: + Monitoring all leave requests and accommodations requiring specialized attention, particularly those arising under the Family and Medical Leave Act (FMLA), the Americans with Disabilities Act (ADA), state and local leave laws, and short-term or long-term disability plans. + Advising HR business partners, managers and employees on the interaction of leave laws with paid time off and short-term and long-term disability benefits. + Drafting and/or recommending revisions to company leave policies to ensure compliance with federal, state, and local laws and regulations. Develops and maintains documentation of leave process. + Ensuring maintenance of complete and accurate records of leave and accommodation requests in accordance with specified legal requirements and documentation of best practices. + Maintaining knowledge of all applicable leave and accommodation laws including the FMLA, ADA, and state and local laws. * Responsible for developing maintaining communications materials, plan documents and policies for benefits programs, including the development of various education materials for HR, People Leaders, and Employees. * May assist with developing communications materials for other total rewards programs, such as compensation, performance management, and/or recognition and providing back-up support for the administration of other total rewards programs. * As needed, coordinates relocation agreements by partnering with relocation vendor and acting as liaison between employee and vendor to ensure smooth relocation process. * As needed, supports the coordination of global benefits program, including reviewing, evaluating, and recommending global benefit program changes or new offerings to remain competitive in each country. **Requirements:** * Bachelor's degree from an accredited university * Minimum 5 years' experience in administering US benefits programs * Minimum 2 years' administering leave of absence programs **Desired Characteristics:** * Strong understanding of compliance audits, policy and regulatory reporting as well as a deep understanding of local, state, and federal benefits regulations and contract requirements * Knowledge of the leave requirements and other legal protections afforded by the FMLA, ADA, and other applicable laws. * Effective collaboration skills with the ability to establish and maintain effective working relationships at all levels of the organization * Excellent verbal, written, and interpersonal communications skills to develop total rewards programs communication materials * Strong analytical skills with the ability to interpret data and provide actional insights * Detail-oriented with strong organizational skills and the ability to manage multiple priorities * Ability to manage sensitive information with a high level of professional discretion and confidentiality * Benefits or HR certification preferred (CEPs, CBP, CCP, PHR, SPHR) * Workday experience preferred We are an Equal Employment Opportunity (EEO) and Affirmative Action Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to their race, creed, color, ancestry, religion, sex, national origin, citizen status, age, sexual orientation, gender identity, disability, marital status, family medical leave status, or protected veterans status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a vete

NCR Atleos, headquartered in Atlanta, is a leader in expanding financial access. Our dedicated 20,000 employees optimize the branch, improve operational efficiency and maximize self-service availability for financial institutions and retailers across the globe. **Job Title:** Senior Benefits Specialist - North America **Location:** Atlanta, GA or Frisco, TX (hybrid - 4 days/week onsite) **Position Summary** The Senior Benefits Specialist will be part of a collaborative and entrepreneurial team that leads the administration of NCR Atleos' leave of absence, retirement, and health and welfare benefits. This role will report to the Senior Manager, North America Benefits. The Senior Benefits Specialist will have a key role in the day-to-day administration of NCR Atleos' benefits programs. You will also support ongoing projects, such as Open Enrollment activities and the implementation of any changes, new benefit plans and vendors. We are seeking an empathetic and highly motivated Benefits professional, who has a passion for building better processes and solutions, and who can effectively navigate the complexities of US and Canadian benefits. **Key Areas of Responsibility:** + Administer all benefits and retirement programs, including medical, dental, vision, life insurance, leave of absence, and retirement plans. + Administer U.S. and Canada benefits, including leave of absence, retirement plans, and health insurance. Provide guidance to our operations team to support employees at all levels on benefits questions. + Assist in hosting benefits meetings for annual enrollment and quarterly benefit webinars. + Support the planning, implementation and communication of annual open enrollment, and other benefits changes throughout the year. + Ensure compliance of NCR Atleos' U.S. benefit programs with regulations, including HIPAA, COBRA, ACA reporting, benefits Non-Discrimination Testing, and other national and local regulatory filings, legal disclosures, and benefits notices. + Manage global benefit programs, including mental health and family forming benefits, and support the evolution of our wellbeing efforts. + Educate associates on NCR Atleos' benefits programs. + Host benefits orientations on a regular basis and support new hire benefits enrollment. + Research and resolve escalated issues from third-party vendors, HR, or employees. + Monitor and evaluate the benefit plans administration policies, procedures, and practices. + Identify opportunities for process improvements and make recommendations to increase efficiency. + Serve as NCR Atleos' benefits subject matter expert and daily contact. + Manage billing data including invoice reconciliation, validation, processing for payment. + Lead implementation of any changes and additions to benefit offerings. + Monitor and reconcile data between HRIS/payroll systems and benefits vendors to ensure accuracy across all platforms. + Support annual plan audits, Non-Discrimination Testing, and assist in corrective actions. + Create and maintain process and results documentation. + Complete other projects and tasks as assigned, including various benefit projects and responsibilities. **Basic Qualifications:** + 3+ years of experience working in U.S. benefits administration (leave of absence, retirement, and health and welfare) + Deep understanding of benefits administration processes + Demonstrated knowledge of the regulations that impact U.S. benefits (ERISA, IRS, ACA, etc.) + Experience with benefits compliance activities (e.g., Non-Discrimination Testing, Form 5500 filings, audits, etc.) + Experience managing projects and programs, as well as documenting processes. + Proficiency with Microsoft Office suite (Ex: Excel, PowerPoint, etc.) + Experience with benefits administration systems + Experience implementing new benefit plans and vendors. + Ability to manage vendor partners + Ability to research and propose solutions to problems + Excellent communication skills for collaborating with other teams, internal and external, and customer service and engagement content creation skills to support NCR Atleos employees + Passionate about creating a superlative employee experience + Required competencies: project management, organization skills, analytic capabilities, excellent verbal and written communication skills, cross-functional awareness, service excellence mindset, and self-motivation **Preferred Qualifications:** + Ideal candidate will have a background in US and Canada leave of absence and retirement plans + Experience in retirement plan administration (401k and pension) + Experience in Leave of Absence management + Experience in Canada Benefits administration + Experience with Fidelity and Workday \#LI-VC1 \#LI-hybrid Offers of employment are conditional upon passage of screening criteria applicable to the job. **Full time employee benefits include** : + Medical Insurance + Dental Insurance + Life Insurance + Vision Insurance + Short/Long Term Disability + Paid Vacation + 401k **EEO Statement** NCR Atleos is an equal-opportunity employer. It is NCR Atleos policy to hire, train, promote, and pay associates based on their job-related qualifications, ability, and performance, without regard to race, color, creed, religion, national origin, citizenship status, sex, sexual orientation, gender identity/expression, pregnancy, marital status, age, mental or physical disability, genetic information, medical condition, military or veteran status, or any other factor protected by law. **Statement to Third Party Agencies** To ALL recruitment agencies: NCR Atleos only accepts resumes from agencies on the NCR Atleos preferred supplier list. Please do not forward resumes to our applicant tracking system, NCR Atleos employees, or any NCR Atleos facility. NCR Atleos is not responsible for any fees or charges associated with unsolicited resumes.

About NCR Atleos NCR Atleos, headquartered in Atlanta, is a leader in expanding financial access. Our dedicated 20,000 employees optimize the branch, improve operational efficiency and maximize self-service availability for financial institutions and retailers across the globe. Job Title: Senior Benefits Specialist - North America Location: Atlanta, GA or Frisco, TX (hybrid - 4 days/week onsite) Position Summary The Senior Benefits Specialist will be part of a collaborative and entrepreneurial team that leads the administration of NCR Atleos' leave of absence, retirement, and health and welfare benefits. This role will report to the Senior Manager, North America Benefits. The Senior Benefits Specialist will have a key role in the day-to-day administration of NCR Atleos' benefits programs. You will also support ongoing projects, such as Open Enrollment activities and the implementation of any changes, new benefit plans and vendors. We are seeking an empathetic and highly motivated Benefits professional, who has a passion for building better processes and solutions, and who can effectively navigate the complexities of US and Canadian benefits. Key Areas of Responsibility: Administer all benefits and retirement programs, including medical, dental, vision, life insurance, leave of absence, and retirement plans. Administer U.S. and Canada benefits, including leave of absence, retirement plans, and health insurance. Provide guidance to our operations team to support employees at all levels on benefits questions. Assist in hosting benefits meetings for annual enrollment and quarterly benefit webinars. Support the planning, implementation and communication of annual open enrollment, and other benefits changes throughout the year. Ensure compliance of NCR Atleos' U.S. benefit programs with regulations, including HIPAA, COBRA, ACA reporting, benefits Non-Discrimination Testing, and other national and local regulatory filings, legal disclosures, and benefits notices. Manage global benefit programs, including mental health and family forming benefits, and support the evolution of our wellbeing efforts. Educate associates on NCR Atleos' benefits programs. Host benefits orientations on a regular basis and support new hire benefits enrollment. Research and resolve escalated issues from third-party vendors, HR, or employees. Monitor and evaluate the benefit plans administration policies, procedures, and practices. Identify opportunities for process improvements and make recommendations to increase efficiency. Serve as NCR Atleos' benefits subject matter expert and daily contact. Manage billing data including invoice reconciliation, validation, processing for payment. Lead implementation of any changes and additions to benefit offerings. Monitor and reconcile data between HRIS/payroll systems and benefits vendors to ensure accuracy across all platforms. Support annual plan audits, Non-Discrimination Testing, and assist in corrective actions. Create and maintain process and results documentation. Complete other projects and tasks as assigned, including various benefit projects and responsibilities. Basic Qualifications: 3+ years of experience working in U.S. benefits administration (leave of absence, retirement, and health and welfare) Deep understanding of benefits administration processes Demonstrated knowledge of the regulations that impact U.S. benefits (ERISA, IRS, ACA, etc.) Experience with benefits compliance activities (e.g., Non-Discrimination Testing, Form 5500 filings, audits, etc.) Experience managing projects and programs, as well as documenting processes. Proficiency with Microsoft Office suite (Ex: Excel, PowerPoint, etc.) Experience with benefits administration systems Experience implementing new benefit plans and vendors. Ability to manage vendor partners Ability to research and propose solutions to problems Excellent communication skills for collaborating with other teams, internal and external, and customer service and engagement content creation skills to support NCR Atleos employees Passionate about creating a superlative employee experience Required competencies: project management, organization skills, analytic capabilities, excellent verbal and written communication skills, cross-functional awareness, service excellence mindset, and self-motivation Preferred Qualifications: Ideal candidate will have a background in US and Canada leave of absence and retirement plans Experience in retirement plan administration (401k and pension) Experience in Leave of Absence management Experience in Canada Benefits administration Experience with Fidelity and Workday #LI-VC1 #LI-hybrid Offers of employment are conditional upon passage of screening criteria applicable to the job. Full time employee benefits include: Medical Insurance Dental Insurance Life Insurance Vision Insurance Short/Long Term Disability Paid Vacation 401k EEO Statement NCR Atleos is an equal-opportunity employer. It is NCR Atleos policy to hire, train, promote, and pay associates based on their job-related qualifications, ability, and performance, without regard to race, color, creed, religion, national origin, citizenship status, sex, sexual orientation, gender identity/expression, pregnancy, marital status, age, mental or physical disability, genetic information, medical condition, military or veteran status, or any other factor protected by law. Statement to Third Party Agencies To ALL recruitment agencies: NCR Atleos only accepts resumes from agencies on the NCR Atleos preferred supplier list. Please do not forward resumes to our applicant tracking system, NCR Atleos employees, or any NCR Atleos facility. NCR Atleos is not responsible for any fees or charges associated with unsolicited resumes.

Benefits Manager Reports to: Director of Human Resources Overview: The Benefit Manager will serve as the primary point of contact for benefits across all brands in the Noble 33 portfolio. The primary goal of this position is to support the business in maintaining benefit compliance and fostering a positive company culture among all employees. This role is based at our corporate office in Plano, Texas, and reports to the Chief Financial Officer and the Vice President of Operations. The position supports employees in full-service fine dining restaurants located in multiple states, including California, Arizona, Missouri, Texas, Florida, New York, and Nevada. Key Responsibilities: Serve as the main contact for benefits. Ensure compliance with benefit regulations and company policies. Promote and sustain a positive company culture. Assist with open enrollment processes and ensuring Benefits are offered in a timely fashion. Provide HR training to managers. Oversee benefits, ACA compliance, 1095's, FMLA and other employee leaves, and employee relations. Strong knowledge of federal, state, and local employment laws and regulations. Experience negotiating and managing relationships with benefits vendors. Detail-oriented with strong analytical and problem-solving abilities. Strong interpersonal and communication skills with the ability to present ideas clearly verbally and in writing. Innovative problem-solving skills and the ability to make quick, effective decisions. Advanced PC skills with experience in Microsoft Office products such as PowerPoint, Word, Excel, and Outlook. Ability to prioritize multiple projects and tasks to ensure timely delivery of high-quality deliverables. Strategic thought partner who excels in listening, influencing, communicating, and partnering effectively with all levels within the organization. Ability to work effectively in a fast-paced, evolving, entrepreneurial work environment. Qualifications: Bachelor's degree in human resources, business administration, or a related field, or an equivalent mix of experience and education. Minimum of 5 years of experience in human resources with an emphasis on Employee Relations and Benefits. Excellent interpersonal, negotiation, and conflict resolution skills, and a desire to collaborate well as part of a team. Strong analytical and problem-solving skills and the ability to meet deadlines even in a busy work environment. Acts with integrity, professionalism, and confidentiality in all situations. Thorough knowledge of Federal and California state employment laws and regulations. Proficient with Microsoft Office Suite , and familiarity with HRIS and talent management systems. Bilingual English/Spanish preferred. Location: Plano, Texas Hours of Operation: Monday - Friday

Job Details Plano - Plano, TX Fully RemoteDescription Spartan Fitness Holdings, LLC is looking for a dynamic and experienced Payroll and Benefits Administrator to join the People Team! This role will work alongside our current team of HR, Payroll, and Talent specialists, and report to the Director of People. The Payroll and Benefits Administrator is responsible for managing and overseeing the payroll process and employee benefits and leave of absence programs within an organization. Spartan Fitness currently spans over 15+ states with potential for additional states added annually. Payroll Responsibilities: Processing Payroll: Ensure that employees are paid accurately and on time, including calculating wages, overtime, bonuses, and deductions. Compliance: Ensure payroll processing adheres to local, state, and federal regulations, such as tax filings, wage laws, and labor regulations. Employee Records: Maintain up-to-date payroll records, including changes in employment status, pay rates, and deductions. Audits and Reporting: Prepare payroll reports and ensure accurate records for audits or regulatory reviews. Benefits Responsibilities: Benefits Administration: Oversee and manage employee benefits such as health insurance, retirement plans (e.g., 401(k)), and other employee perks. Enrollment and Eligibility: Ensure employees are correctly enrolled in benefits programs and eligible for the appropriate benefits. Compliance: Ensure benefits programs comply with applicable laws, such as the Affordable Care Act (ACA) and the Employee Retirement Income Security Act (ERISA). Communication: Act as a liaison between employees and benefits providers, addressing questions or issues related to benefits Leave of Absence Management Responsibilities: Policy Administration: Develop and manage company policies regarding leaves of absence, including sick leave, parental leave, FMLA, and other types of leave. Tracking and Documentation: Maintain accurate records of employee leave requests, approvals, and balances, ensuring compliance with legal requirements. Communication: Serve as the primary point of contact for employees regarding their leave of absence inquiries, providing guidance on procedures and entitlements. Coordination with Payroll: Ensure that leave of absence statuses are properly reflected in payroll systems to manage pay during leave periods accurately. Return-to-Work Coordination: Manage the process for employees returning from leave, including any necessary documentation and reintegration into the workplace. Qualifications Skills Needed: Proficiency in payroll software (Paycom or Paycor a plus) and HRIS systems. Strong knowledge of tax regulations, wage laws, and benefits regulations. Attention to detail and ability to handle sensitive information confidentially. Experience with Employee Navigator preferred. Experience with self-insured plans a plus. Knowledge of federal and state leave laws (e.g., FMLA, ADA). Strong organizational and communication skills to effectively manage employee interactions and documentation.

If you are interested in working with an amazing team, with full training from the ground up, weekly pay, and flexible hours, read below. We are looking to hire 3 new team members by the end of this week. When you apply, please check your email for interview options. Our ideal candidate is a person who is flexible, adaptable and trainable. A person that is looking for a long term career fit and wants to get their foot in the door with a company to grow is important to us. Position Benefits: Full training provided No experience needed Great compensation Great weekly pay and bonuses A dynamic team environment The opportunity for growth; we promote from within!!! What we are looking for in you: Communication skills Basic computer skills Willing to talk to new people Outgoing and friendly personality Detail oriented Eager and willing to learn We pride ourselves in great company culture and leadership programs with constant mentor-ship to help our managers develop themselves into stronger team leaders. If you feel that you possess the qualities that we are looking for and would like to see if you are a fit for our company, apply now! I will set you up with an interview at the soonest available date.

** Sr. Compensation and Benefit Specialist - Plano TX** **Sr. Compensation and Benefits Specialist - Plano, TX** The Senior Compensation & Benefits Analyst administers compensation, benefits, workers' compensation, wellness programs, and related human resources information systems, legislative updates, documents, and records for the organization. This position is also responsible for monitoring, and reporting benefits, compensation and wellness metrics, budget, legislative updates, and contract management activities. This position is responsible for administering and implementing effective compensation programs that positively influence employee recruitment and retention. This is accomplished by developing, upgrading, and revising the existing salary plans as needed, administering the pay for performance program, conducting, and participating in market salary studies, developing and analyzing s, assigning pay ranges and making new hire salary recommendations. **Job Duties:** * Administers the compensation function by developing and implementing effective compensation programs, base pay salary grade development, maintenance and revision, job analysis and other compensation functions as assigned. * Analyzes and develops s for each position in the organization. Regularly reviewed and update s to ensure the descriptions accurately reflect the work being performed by incumbents. * Organizes, evaluates, and coordinates compensation studies, compensation surveys and the pay for performance program. * Provide guidance, support and solutions to HR Generalists and department managers on a wide variety of compensation matters, such as salary justifications, internal movements, analysis and job description development, market adjustments, and internal equity. * Evaluates and analyzes market data and research to determine competitive positioning of our salary ranges. Utilizes analytical insights to develop and present meaningful recommendations. Supports complex research and analysis associated with special compensation programs or projects. Prepares special market analysis as requested. * Generate and create reports maintaining accurate information relating to compensation in HRIS. Maintain and audit HRIS system to ensure accuracy of Job Code/FLSA data. * Works with the Comp & Benefits team to coordinate annual enrollment, annual benefits and wellness events, benefit vendor on-site visits, and wellness program initiatives. * Analyze compensation and benefits data to identify trends, areas for improvement, and opportunities for cost savings. * Partner with HR leadership to identify and develop effective total rewards strategies that support employee engagement and retention. * Partners with the Benefits Analyst to assist with the administration of benefit plans by reconciling payroll deductions/employer contributions, processing payments to vendors, responding to general questions, disseminating information, researching legislative changes, implementing changes. * Assists with benefits inquires by meeting with employees to answers questions and assists with benefit plan issues. Advises employees regarding eligibility and coverage provisions for medical, dental, vision, group life, disability, and retirement plans. Delivers new hire orientation and other related areas of employee/supervisor training. * Working in collaboration with the HRIS Manager, coordinates HRIS activities by coordinating set ups and interface processes relating to the organization's human resources information systems, troubleshooting interface errors, and system testing. **Education & Experience:** * Bachelors degree. * 5-7 years' experience **Job Type:** Regular **Job Schedule:** Full-Time **How to Apply:**

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REQUIREMENTS Minimum Education: Bachelor's degree in Human Resources or related field or equivalent years of experience. Minimum Work Experience: 2 or more years experience in the insurance or benefits field. Required Licenses/Certifications: None Required Skills, Knowledge, and Abilities: Excellent interpersonal skills to relate to a wide variety of customers. Excellent verbal and written communication skills, as well as analytical abilities and initiative to begin and complete projects and work independently. Must be self-motivated, results oriented, and demonstrate integrity, honesty and a sense of mission and loyalty. Must have a pleasant demeanor, professional appearance, and be effective in time management skills. Computer skills required, including word processing and spreadsheets. Analytical skills required for statistical analysis and trending. Demonstrates the knowledge and skills necessary to interact appropriately with all age groups, mainly including adolescent and adults. Preferred Qualification: CEB's certification. JOB SPECIFIC FUNCTIONS 1. Demonstrates an understanding of and adherence to the HMHD Compliance Plan. 2. Conduct reflects HMHD's values and a commitment to HMHD's Code of Conduct. 3. Attends the required corporate integrity and compliance training and education programs. 4. Demonstrates proficiency in understanding the materials presented during the corporate integrity and compliance training and education program. 5. Complies with all HIPAA standards. 6. Reviews benefit plan documents and policies annually and ensures they accurately reflect practices. 7. Maintains employee benefit files. 8. Ensures benefit billings are correct and payments are made in a timely manner. 9. Educates staff on the benefits available to them and provides. 10. Resources to assist them with using these benefits. 11. Ensures that vendors are maintaining the levels of service necessary to support our employees and HR department. 12. Strives to keep current regarding benefit industry changes including new programs, legislation and trends. 13. Manages Worker's compensation claims accurately and timely. 14. Manages employee leave of absences in an accurate and timely manner. 15. Educates managers on their role and responsibility in managing employee time off, worker's compensation claims and employee benefits. 16. Effectively administers the employee tuition advancement and reimbursement programs. 17. Ensures RFP's are submitted in a timely manner and coordinates 18. the results and approval of bids through the appropriate parties 19. Reviews current benefit processes and strives for ways to improve accuracy,customer service, and reduce costs. 20. Prepares proposals for benefit changes in a timely and appropriate manner for the audience. For example, executive overview, committee recommendation, HR team implementation. 21. Assists in the budget preparation for benefits and provides cost analysis for benefit improvements and/or changes. 22. Participates in benefit surveys and identifies benchmarks for benefit programs. 23. Educates Payroll and HR Staff on benefit process and changes. 24. Ensures regulatory agencies receive reports in a timely manner. For example EE0-4 and Pension Review Board data.

Job Status: UNTIL FILLED Posting Date: 01/14/2025 Posting Number: 012650 Location: Lowery Freshman Center Position Title: Specialist I - Enrollment Wage/Hour Status: Non-Exempt Reports To: Principal Primary Purpose: Assist in maintaining accurate student records within the electronic database and permanent cumulative folders in an effective and efficient manner to insure all local, state, and federal education reporting requirements are met. Assure registration of new students and withdrawal of current students is a smooth, positive transition to maximize continuity in each student's education. Qualifications: Education/Certification: * High School diploma/GED Special Knowledge/Skills: * Working knowledge of the school, state and federal policies, rules, regulations, and laws regarding student records * Requires knowledge of computer systems hardware and software (word processing, spreadsheet, and typing skills); must be able to do data entry with a high degree of accuracy * Able to multitask and work independently to meet goals and deadlines * Ability to maintain focus with frequent interruptions * Well organized and attentive to details Experience: None. Major Responsibilities and Duties: * Work cooperatively with central administration and campus level administration to implement student data requirements and documentation as required by Board, District, State and Federal policies and requirements * Input into computer records system accurate data and information for enrolling students * Update student records with course credit and grades due to completion of credit recovery, online learning, dual credit, and summer school. * Assist in maintaining student records through use of the computer system, including but not limited to grades, credits, transcripts, enrollment information, basic student information, withdrawal information and dropout data * Assist in maintaining student electronic records and cumulative folder in a secure and confidential manner * Organize and transfer records between schools for incoming and outgoing students * Assist other campus departments as needed * Cultivate and model a respectful working and learning environment * Provide effective and positive internal and external customer service * Work and communicate effectively (verbal, non-verbal, and written) with students, parents, and school personnel from diverse cultures or backgrounds * Maintain proficiency as needed by attending trainings, reading job-related materials, and meeting with others in area of responsibility * Remain apprised of current rules and regulations by having a working knowledge of state law, Board policy and administrative procedures * Performs other duties as the superintendent may assign Supervisory Responsibilities: None. Customer Care Skills: * Provide professional communication with students, parents, community members, staff and other professionals at all times. * Use proper phone etiquette at all times, speaking slowly and clearly. Take reliable messages, and route to appropriate staff. * Ensure superior customer care skills are used via eye contact, facial expressions, voice inflections, body language, and an attitude of "going the extra mile" for others. * Ensure all requests for information are dealt with in an appropriate timeframe. * Create and maintain a welcoming, service-oriented environment toward all internal and external customers. Mental Demands/Physical Demands: Tools/Equipment Used: Standard office equipment including personal computer and peripherals. Posture: Prolonged sitting; occasional bending/stooping, pushing/pulling, and twisting. Motion: Repetitive hand motions including frequent keyboarding and use of mouse; occasional reaching. Lifting: Occasional light lifting and carrying (less than 15 pounds) Environment: May work prolonged or irregular hours; frequent districtwide travel; occasional statewide travel and out-of-state travel Mental Demands: Work with frequent interruptions, maintain emotional control under stress. Salary: Pay Grade AS03, $17.07 -$20.39 hourly rate, commensurate with experience according to District salary schedule. Days: 217

16.00-17.00 per hour depending on experience CKF Enrollment Specialist (2 positions)** ), Kosciusko/Huntington Co (1 position)** **Hours: 7:30 AM - 5:30 PM Monday-Thursday, 7:30 AM - 11:30 AM Friday** **Occasional Evenings and Weekends** ****Starting Salary Range: $16-$17/hr.**** **JOB SUMMARY** The Covering Kids and Families (CKF) Enrollment Specialist is chiefly responsible for advising and guiding Covering Kids and Families program participants in the enrollment processes and procedures. The Enrollment Specialist will be responsible for collecting information, pre-screening for eligibility, handling documentation, entering data, and providing direct customer service with a focus on helping community members to enroll in, use, and keep public health coverage benefits. **JOB DUTIES** - Handles questions, issues and provides detailed information on program requirements, processes, and policies. - Collects information and assists with completing and submitting applications for consumers. - Advocates for and follows up on health coverage applications submitted, corresponding with program participants and state employees. - Provides ongoing support to applicants to maintain and utilize public health coverage benefits. - Enters, updates, and reviews data and records. - Attends outreach activities, including some evenings, Saturdays and Sundays. **SKILLS AND QUALIFICATIONS** - High School Diploma, GED required. - Bilingual prefered. - Proficient in Microsoft Office applications. - Ability to work with minimal supervision both alone and with others in a team environment. - Self-motivated, dependable, extreme attention to detail, and well organized. Able to meet deadlines and prioritize tasks. - Ability to relate well with diverse personalities from a variety of socio-economic backgrounds. - Willing to work flexible hours, including evenings, Saturdays and Sundays when required. - When driving for Brightpoint, the employee must have a valid Indiana driver's license and must maintain minimum liability limits of $100,000/$300,000 on auto insurance. FOR FURTHER INFORMATION, CONTACT HUMAN RESOURCES DEPARTMENT, 423-3546 EXT 206 or 213 You must select a location. You must select an education status answer. You must select a seeking status answer.

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Advisor, Employee Benefits sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects. POSITION SUMMARY: * The Advisor, Employee Benefits sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects. PRIMARY RESPONSIBILITIES: * Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding. * Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner. * Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale. * Develops prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts. * Develops information and recommendations for prospective accounts, presents proposals and adheres to firm policies and procedures for writing a new account. * Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail. * Maintains understanding and knowledge of the insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved. * Positively represents the firm in the community and with our insurance company partners. * Performs other functions as assigned by leadership. * Looks for opportunities to improve the firm, business segment, and processes. Brings issues and discrepancies to the attention of appropriate leadership. * Is expected to meet monthly new business goals. EDUCATION AND EXPERIENCE REQUIREMENTS: * Certification(s): None required; None preferred * License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: * Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED: * Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) * Ability to learn any other appropriate program or software system used by the firm as necessary OTHER REQUIREMENTS: * None SPECIAL WORKING CONDITIONS: * Fast paced multi-tasking environment IMPORTANT NOTICE: * This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons. EEOC (STATEMENT): * BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct. PRIMARY RESPONSIBILITIES & PERCENTAGE OF TIME PER PRIMARY RESPONSIBILITY: * Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding. * Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner. * Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale. * Develops prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts. * Develops information and recommendations for prospective accounts, presents proposals and adheres to firm policies and procedures for writing a new account. * Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail. * Maintains understanding and knowledge of the insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved. * Positively represents the firm in the community and with our insurance company partners. * Performs other functions as assigned by leadership. * Looks for opportunities to improve the firm, business segment, and processes. Brings issues and discrepancies to the attention of appropriate leadership. * Is expected to meet monthly new business goals. MANAGEMENT AND SUPERVISORY SCOPE: * Insert FINANCIAL AND BUDGET ACCOUNTABILITY: * Yes/No Click here for some insight into our culture!