Job Title: Portfolio Operations Specialist - Remote
Duration: 1 Year Contract
Required Pay Scale: $19-21/hr
Top 3 skills:
Placing Coupa purchase orders and processing invoicing for projects
Working in Clarity (or ability to learn system) to assist with resource and project updates for project and time management
Ability to work well in Excel and Power Point
Job DescriptionResponsible for functional areas of Portfolio Operations within a product led organization that include the following but not limited to capital allocation, capital budget governance, operating budget governance, capacity management, vendor performance governance and contracts management.
Under general supervision of a Portfolio Ops Lead and in conjunction with the Principal Portfolio Lead, direct activities related to one or more Portfolio Operations function while also building expertise in other functions.
The functional areas include:
Project time tracking
processing of purchase orders and invoicing
Operating budgets
Capital budgets
Contract management
Capacity / Resource planning
Estimating for business cases
Minimum Position Qualifications:
2-5 years of overall experience
Proven track record of delivering objectives on time and within budget
Proven problem solving and organizational skills
Excellent communication and presentation skills to effectively communicate information to customers and to all levels with the organization
Should be able to participate in audits and other functionally related activities
Should develop a mindset of driving data driven decisions and support other stakeholders in the same as well
Key Responsibilities
Placing Coupa purchase orders and processing invoicing for projects
Working in Clarity (or ability to learn system) to assist with resource and project updates for project and time management
Ability to work well in Excel and Power Point
Oversee all aspects of assigned portfolio functional area
Responsible for identifying, understanding scope of work, organization of work and developing delivery plan and approach
Participate in audits and other functionally related activities.
Lead and manage conversations with leaders across the organization as needed
Develop a mindset of driving data driven decisions and support other stakeholders in likewise skill development
Influence the culture of continuous improvement of delivery methodologies and effectively lead large scale organization
Set target deadlines and clear predictability and monitor and summarize progress of tasks
About Matlen Silver
Experience Matters. Let your experience be driven by our experience. For more than 40 years, Matlen Silver has delivered solutions for complex talent and technology needs to Fortune 500 companies and industry leaders. Led by hard work, honesty, and a trusted team of experts, we can say that Matlen Silver technology has created a solutions experience and legacy of success that is the difference in the way the world works.
Matlen Silver is an Equal Opportunity Employer and considers all applicants for all positions without regard to race, color, religion, gender, national origin, age, sexual orientation, veteran status, the presence of a non-job-related medical condition or disability, or any other legally protected status.
If you are a person with a disability needing assistance with the application or at any point in the hiring process, please contact us at email and/or phone at: ********************* // ************
At The Matlen Silver Group, Inc., W2 employees are eligible for the following benefits:
Health, vision, and dental insurance (single and family coverage)
401(k) plan (employee contributions only)
$19-21 hourly 2d ago
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Senior Specialist, Regional Trust Associate
Charles Schwab 4.8
Remote job
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
Position allows for 100% remote work.
The Regional Trust Associate is a key member of our Banking & Trust Services (BTS) National Sales Team and is responsible for partnering with our internal Trust Services teams, Schwab's Investor Services (IS) and Advisor Services (AS) colleagues, Registered Investment Advisors (RIAs), and clients regarding inquiries for which Charles Schwab Trust Company or Charles Schwab Trust Company of Delaware are being sought as a future successor trustee.
What you are good at:
Qualified candidates are aspiring financial professionals with a desire to grow within Schwab
Effectively communicate and follow-up with partners, advisors, attorneys and clients
Actively participate in special projects and initiatives in the spirit of innovation, collaboration, and community
Highly organized professional with the ability to take ownership, prioritize, manage and execute multiple responsibilities
Ability to handle large volume of inbound leads or inquiries in an efficient manner
Energetic and highly motivated self-starter with problem-solving mindset
Collaborative team player with contagiously positive, outgoing, can-do attitude
Creating data to support Trust teammates in developing new business
Acting as secondary business development and sales support resource for all Schwab clients and prospects when the RTC is unavailable
Proactively supporting Regional Trust Consultants (RTCs) in lead generation and pipeline maintenance through relationship management, CRM proficiency, and client follow-up
Providing ongoing feedback to internal partners regarding available new solutions, services, pricing, and marketing materials
Executing timely and relevant information to field partnerships, while proactively anticipating the needs of RTCs
bility to provide cursory reviews of trust documents
Demonstrate excellent communication & partnership skills within various partnerships
Delivering an exceptional experience through meeting all service level agreements
Ability to adapt quickly to support teammates and clients
Demonstrating excellent priority management skills in real-time
What you have
Minimum five years experience in the trust industry. Basic knowledge of trust principles along with practical experience working with personal trusts preferred; experience with trusts governed by Nevada or Delaware law a plus
Consultative client-facing experience preferred
3+ years of relationship management experience in developing enhanced affiliations with field partners to support business development activities
Proven ability to influence others, provide an excellent experience while delivering specific product and technical knowledge for all Trust offerings
Aptitude to quickly build knowledge base around Banking and Trust Services offerings
Excellent analytical skills, including the business perspective to anticipate issues and their impact on other areas of the company and to actively ensure that their impact is addressed
Strong internal and external customer focus, including ability to think in terms of client experience/perspective
Effective presentation and public speaking skills
Self-starter, problem resolution skills with a strong acumen around delivering and receiving constructive feedback
Proven confidence with technology and the ability to understand & teach new systems/applications with ease
Proactive daily self-development
Outstanding time management and organizational skills
Strong adaptability to change
Bachelor's degree is a plus
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
#SchwabBTSJobs
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$58k-86k yearly est. 2d ago
Client Access Specialist
Neighborhood Service Organization 3.9
Remote job
Job Title: Client Access Specialist
Department: Centralized Patient Access
Reports To: Client Access Manager
FLSA Status: non-Exempt
Client Access Specialists will provide exceptional customer service and knowledge of NSO's programs, services, and policies to assist callers with inquiries, requests, appointments, complaints, verifications, and problems. They must meet or exceed key performance metrics while handling a high volume of inbound calls in a fast-paced environment. Successful candidates must possess strong communication skills, time management, and organizational skills.
This position promotes the mission, vision, values and strategic plan of Neighborhood Service Organization and helps to achieve the strategic goals and objectives of the unit in an administrative capacity for specified NSO clinics.
Requirements and Duties
Answer high volume of phone calls, route, and respond appropriately
Schedule appointments for consumers
Confirm upcoming appointment times and reschedule if necessary
Monitor clinician calendars and schedule appointments
Perform insurance verification and confirm consumer demographic and contact information
Register new consumers in the electronic medical records system
Monitor for referrals and conduct follow up activities
Perform other clerical duties such as filing, photocopying, transcribing and faxing
Manage patient demographic and personal information.
Issue medical files to persons and agencies compliant to all NSO policies, state and federal laws, including HIPAA regulations.
Compile, verify, type, file medical records, correspondence, and reports
Update records upon receipt of new information
Assist with departmental / unit audits and investigations.
Distribute medical charts to the appropriate departments / units within NSO.
Maintain quality and accurate records by following NSO procedures.
Ensure consumer charts, paperwork and reports are completed in an accurate and timely manner.
Ensure all medical records are protected and kept confidential
Other duties as assigned.
Work Environment
Works in an office environment and uses a computer, telephone and other office equipment as needed, to perform duties.
The noise level in the work environment is typical of that of an office with occasional contact with consumers/patients.
Bends, stoops and reaches in order to file, search for and retrieve records and documents. Manual dexterity and regular fine-finger and hand/wrist motions are required for operating a keyboard, writing and filing.
Must be able to lift up to 15lbs on occasion
Seeing/vision, talking/speaking and listening/hearing are continuously required.
Frequently required to sit & stand during working hours Frequently required to sit, walk or drive.
Occasionally required to travel between work locations.
Requirements
Qualifications:
Education : High School Diploma or equivalent
Minimum Required Experience 1-year minimum experience in a call center, administrative assistant, receptionist or related role
Additional Requirements
Proficiency in MS Office (Word, Excel, PowerPoint & Outlook)
Proficiency in electronic medical records systems
Ability to learn additional software
Proficiency in general office equipment (PC, printer/fax/copier, telephony system)
Proficiency in data entry, filing
Valid Michigan Driver's license/access to private transportation.
Required Skills/Abilities:
Excellent verbal and written communication skills.
Proficient in Microsoft Office Suite or related software.
Experience working remotely and proficient with software/tools related to remote work.
Experience working with data in all forms including electronic formats and databases.
Ability to interact with staff, students, parents, and visitors at school while remaining professional, polite, and courteous.
E.E.O.C. Statement
The above elements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities and duties of personnel so classified, or a contractual commitment, and NSO retains the right to amend or revise this job description at any time.
NSO is an Equal Opportunity Employer and is committed to excellence through diversity and considers candidates without regard to sex (including pregnancy related conditions) genetic information, race, color, weight, height, religion, nation ,origin, citizenship, age, disability, martial or veteran status, misdemeanor arrest record, sexual orientation, transgender status or gender identity or any other legally protected status
Job DescriptionAbout The Strickland Group: The Strickland Group is a family-driven, vision-first financial services agency helping families protect and build wealth through life insurance and retirement solutions. This is a 100% commission, remote role with flexible hours, mentorship, and a clear path to agency ownership. You'll meet with warm leads, uncover needs, present options, and help clients put protection in place. Training is provided; no experience required, but strong work ethic, coachability, and a desire to grow are musts.
$45k-85k yearly est. 28d ago
Client Advocate Specialist
Health Catalyst 4.7
Remote job
Join one of the nation's leading and most impactful health care performance improvement companies. Over the years, Health Catalyst has achieved and documented clinical, operational, and financial improvements for many of the nation's leading healthcare organizations. We are also increasingly serving international markets. Our mission is to be the catalyst for massive, measurable, data-informed healthcare improvement through:
Data: integrate data in a flexible, open & scalable platform to power healthcare's digital transformation
Analytics: deliver analytic applications & services that generate insight on how to measurably improve
Expertise: provide clinical, financial & operational experts who enable & accelerate improvement
Engagement: attract, develop and retain world-class team members by being a best place to work
Role: Client Advocate SpecialistProduct Team: CRStarLocation: US RemoteTravel:
Provide first line of support for client questions and issues. Assist in issues pertaining to the use of the software.
Engage with clients to better understand changing needs and priorities, in turn to help prioritize new features and services.
Develop and maintain client relationships; proactively engage with clients in designated territory to understand their utilization, changing needs, broader circumstance around registry engagement with the cancer center administration with the goal of engaging with Registry Team leaders, Cancer Center leaders or Oncology Service Line leaders.
Coordinate implementation efforts with new clients to include building the plan, training and set up
Engage with regional state associations with the objective of establishing leadership credentials. Attend regional state and national conferences as needed.
Maintain knowledge of state and national standards
Assist and coordinate with the Manager of Education to provide ongoing education and training for existing clients.
Assist the Director, Growth with new prospects in the designated region, which may include software demonstrations on line or on site
Periodically, support continuing Product Management and enhancement efforts
Periodically, support Software quality and testing efforts as needed.
Become the Subject Matter Expert in one key area that will support the company's objectives.
What you bring to this role:
Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers
Excellent computer proficiency (MS Office - Word, Excel and PowerPoint)
Good presentation skills
At least 3 years Cancer Registry experience, preferably with CRStar.
Active Certified ODS-C, certification required
Information Security and Compliance Responsibilities:
Maintain compliance with training directives required by the organization pertaining to Information Security, Acceptable Use Policy and HIPAA Privacy and Security.
Adhere to and comply with the organizations Acceptable Use Policy.
Safeguard information system assets by identifying and reporting potential and actual security events to the organizations Security and Compliance Officers.
The above statements describe the general nature and level of work being performed in this job function. They are not intended to be an exhaustive list of all duties, and indeed additional responsibilities may be assigned by Health Catalyst.
Studies show that candidates from underrepresented groups are less likely to apply for roles if they don't have 100% of the qualifications shown in the job posting. While each of our roles have core requirements, please thoughtfully consider your skills and experience and decide if you are interested in the position. If you feel you may be a good fit for the role, even if you don't meet all of the qualifications, we hope you will apply. If you feel you are lacking the core requirements for this position, we encourage you to continue exploring our careers page for other roles for which you may be a better fit.
At Health Catalyst, we appreciate the opportunity to benefit from the diverse backgrounds and experiences of others. Because of our deep commitment to respect every individual, Health Catalyst is an equal opportunity employer.
$42k-70k yearly est. Auto-Apply 49d ago
Client Relationship Specialist
Net Driven 3.5
Remote job
The position operates in a fast-paced, technology-based environment. The Client Relationship Specialist will have total responsibility for the client experience and retention of client accounts, as well as the control and autonomy to help clients succeed in expected and unexpected ways.
Here is more of what you'll get to do:
Total responsibility as primary liaison between Net Driven and dealers in the United States and Canada.
Communicate effectively and timely with clients about Net Driven's products and features and the process that will be followed to deliver them.
Plan, schedule and execute client performance discussions within established time frames.
You'll thrive in this role if you have:
The ideal candidate will have a bachelor's degree and/or equivalent client management experience.
2 - 5 years' equivalent experience.
Fast learner who thrives on multi-tasking.
Skilled at managing time/priorities based on company goals and objectives.
Knowledge of SEO, social media, and website analytics.
Must be a great communicator to contribute to and ensure high integrity and a high productivity culture.
Experience with Salesforce.com or CRM software preferred.
Technology/Automotive experience preferred.
Call center success in a client-facing position is a plus.
Does this position sound like something you would enjoy and be successful at, but you're not sure you have the exact qualifications to be considered? While our job descriptions outline the type of candidate we're looking for, it is not a checklist. We encourage you to apply!
This role is not open to candidates located in Colorado, Connecticut, California, Maryland, Nevada, New York, Rhode Island, or Washington.
Who are we?
LeadVenture is the market-leading SaaS provider of digital retailing, eCommerce, digital marketing and eCatalog solutions for dealerships across 12 industry verticals including powersports, marine, RV, pre-owned auto, agriculture and more. Our family of brands includes Dealer Spike, Dealer Car Search, Frazer, TCS Technologies, Net Driven, Direct Communications, Inc. (DCi), Powersports Support, Level 5, PSM Marketing, Monroney Labels, and Interact RV. We are an international company with offices located in the United States, Mexico (Juniper Data Center), Belize (Dealer Spike Belize), India and The Netherlands. Together, we are LeadVenture.
In this role, you'll be working with our Net Driven brand who provides results-driven digital marketing solutions to thousands of independent automotive businesses throughout North America. Net Driven helps small businesses thrive in the digital age and employs some of the region's most influential minds in technology, SEO, digital marketing, and web design.
LeadVenture provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, LeadVenture complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training.
LeadVenture expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of LeadVenture employees to perform their job duties may result in discipline up to and including discharge.
$35k-62k yearly est. Auto-Apply 60d+ ago
Client Relationship Specialist
Leadventure
Remote job
at Net Driven
Client Relationship Specialist
The position operates in a fast-paced, technology-based environment. The Client Relationship Specialist will have total responsibility for the client experience and retention of client accounts, as well as the control and autonomy to help clients succeed in expected and unexpected ways.
Here is more of what you'll get to do:
Total responsibility as primary liaison between Net Driven and dealers in the United States and Canada.
Communicate effectively and timely with clients about Net Driven's products and features and the process that will be followed to deliver them.
Plan, schedule and execute client performance discussions within established time frames.
You'll thrive in this role if you have:
The ideal candidate will have a bachelor's degree and/or equivalent client management experience.
2 - 5 years' equivalent experience.
Fast learner who thrives on multi-tasking.
Skilled at managing time/priorities based on company goals and objectives.
Knowledge of SEO, social media, and website analytics.
Must be a great communicator to contribute to and ensure high integrity and a high productivity culture.
Experience with Salesforce.com or CRM software preferred.
Technology/Automotive experience preferred.
Call center success in a client-facing position is a plus.
Does this position sound like something you would enjoy and be successful at, but you're not sure you have the exact qualifications to be considered? While our job descriptions outline the type of candidate we're looking for, it is not a checklist. We encourage you to apply!
This role is not open to candidates located in Colorado, Connecticut, California, Maryland, Nevada, New York, Rhode Island, or Washington.
Who are we?
LeadVenture is the market-leading SaaS provider of digital retailing, eCommerce, digital marketing and eCatalog solutions for dealerships across 12 industry verticals including powersports, marine, RV, pre-owned auto, agriculture and more. Our family of brands includes Dealer Spike, Dealer Car Search, Frazer, TCS Technologies, Net Driven, Direct Communications, Inc. (DCi), Powersports Support, Level 5, PSM Marketing, Monroney Labels, and Interact RV. We are an international company with offices located in the United States, Mexico (Juniper Data Center), Belize (Dealer Spike Belize), India and The Netherlands. Together, we are LeadVenture.
In this role, you'll be working with our Net Driven brand who provides results-driven digital marketing solutions to thousands of independent automotive businesses throughout North America. Net Driven helps small businesses thrive in the digital age and employs some of the region's most influential minds in technology, SEO, digital marketing, and web design.
LeadVenture provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, LeadVenture complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training.
LeadVenture expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of LeadVenture employees to perform their job duties may result in discipline up to and including discharge.
$32k-52k yearly est. Auto-Apply 60d+ ago
New Business Specialist, Arizona
Draftkings 4.0
Remote job
At DraftKings, AI is becoming an integral part of both our present and future, powering how work gets done today, guiding smarter decisions, and sparking bold ideas. It's transforming how we enhance customer experiences, streamline operations, and unlock new possibilities. Our teams are energized by innovation and readily embrace emerging technology. We're not waiting for the future to arrive. We're shaping it, one bold step at a time. To those who see AI as a driver of progress, come build the future together.
The Crown Is Yours
As a VIP New BusinessSpecialist, you'll streamline and enhance our onboarding and acquisition of our high-value players. You'll be a part of a team that prospects and sources to build relationships and continuously engage your customers. On this team, you'll optimize our VIP engagement strategy and understand the true needs of our players to foster long-term loyalty.
What you'll do as a VIP New BusinessSpecialist
Actively prospect, attract, and develop new VIP players in your region.
Ideate, create, and execute regional DraftKings Player Acquisition events.
Implement a localized go-to-market strategy and develop VIP acquisition events, promotions, and offers.
Manage and monitor the implementation of the business plan to achieve planned revenue and profits.
Contribute to net revenue, process, and compliance initiatives while executing against all VIP policies and guidelines including responsible gaming policies.
Create a Player experience that will drive high levels of brand advocacy.
What you'll bring
Bachelor's degree in a related field and at least 3 years of Sales or Business Development experience with high-value accounts.
Experience managing a book of high-value accounts with preferred pre-existing customer relationships.
Comfort working in a fast-paced, highly collaborative, and entrepreneurial environment.
Willingness to travel and work nights and weekends.
Must be able to obtain and maintain required State Gaming Licenses.
This is a commission-based position. Total compensation details will be discussed during the interview process.
#LI-AS1
Join Our Team
We're a publicly traded (NASDAQ: DKNG) technology company headquartered in Boston. As a regulated gaming company, you may be required to obtain a gaming license issued by the appropriate state agency as a condition of employment. Don't worry, we'll guide you through the process if this is relevant to your role.
The US base salary range for this full-time position is 90,000.00 USD - 90,000.00 USD, plus bonus, equity, and benefits as applicable. Our ranges are determined by role, level, and location. The compensation information displayed on each job posting reflects the range for new hire pay rates for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific pay range and how that was determined during the hiring process. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$41k-65k yearly est. Auto-Apply 14d ago
Business Specialist with Healthcare Background
Seckel Region
Remote job
Benefits:
401(k)
401(k) matching
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Transition Your Healthcare Expertise into Financial Services with the Seckel Region - Modern Woodmen of America!
Leverage Your Healthcare Background for a Rewarding Career:
Build Direct Client Relationships: Professionals from healthcare-whether it's pharma, medical sales, or clinical roles-are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether it's helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.
Unlimited Growth Potential: As healthcare professionals understand the complexities of life's important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.
A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.
About Modern Woodmen of America:Founded in 1883 by Joseph Cullen Root, Modern Woodmen of America is the nation's third-largest fraternal benefit society in terms of assets. The organization is rooted in the concept of fraternalism, combining business with giving back to the community. With over 700,000 members, Modern Woodmen is dedicated to providing financial security, promoting quality family life, and making a positive impact in local communities.
Meet Our Leaders:
Lori Seckel:
Lori is a Regional Director with Modern Woodmen and has been with the organization since 2002. She graduated from The Ohio State University with a degree in education before starting her career with MWA. Lori loves spending time at the lake with her husband and two kids, and her hobbies are whatever activities her children are currently involved in.
Brian Souder:
Brian is a Managing Partner with Modern Woodmen and has been with the organization since 2012. Prior to joining MWA, he worked as an HR and Safety Director. Outside of work, Brian enjoys spending time with his wife and their four active boys. He has a passion for cooking and chess, and he and his family are proud season ticket holders for the Columbus Crew.
Melissa Okulich:
Melissa joined Modern Woodmen as a Managing Partner in 2024, bringing with her a decade of industry experience since 2014. In her free time, Melissa enjoys outdoor activities, painting, and spending time with her husband and four kids. She's also an enthusiastic fan of the Ohio State Buckeyes.
Benefits:
Competitive compensation range
Opportunity for personal and professional growth
Fraternal programs and activities to enhance quality family life
Involvement in local volunteer projects and community impact
Supportive and open communication culture
Target Achievement: Meet or exceed business development goals
Qualifications:
Team-Oriented
Enthusiastic
Positive Attitude
Self-Starter
Community-Focused
Coachable
Athletic Background (bonus)
Military Background (bonus)
Goal-Driven
Willingness to Obtain State Insurance License
College Degree (preferred, not required)
Role Responsibilities:
Member Consultation: Meet with client members to assess their insurance needs and recommend appropriate coverage.
Customer Service: Provide exceptional customer service, addressing client inquiries and resolving issues promptly.
Networking: Build and maintain a network of client members through referrals, networking events, and community engagement.
Training and Development: Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills.
Deadline: Apply soon as this position will go fast.
Flexible work from home options available.
Compensation: $93,500.00 - $133,000.00 per year
$93.5k-133k yearly Auto-Apply 21d ago
Healthcare Business Relations Specialist?
Wound Care Solutions Management com 4.2
Remote job
Job DescriptionBenefits:
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
Empire Wound Care is a leading provider of advanced mobile wound care services throughout California. We are seeking a driven and relationship-focused Healthcare Business Relations Specialist to help grow our footprint across the state.
This role is essential to expanding our provider network by securing partnerships with home health agencies, hospice providers, skilled nursing facilities, and other healthcare organizations. The ideal candidate is a strong communicator and strategic thinker who thrives on building connections, driving growth, and increasing access to care through collaborative partnerships.
Key Responsibilities:
Identify, pursue, and close new account opportunities within an assigned territory
Build and maintain strong relationships with healthcare decision-makers including DONs, administrators, clinical managers, and referral coordinators
Conduct presentations, lunches, or in-services to educate potential partners about our wound care services
Collaborate with internal clinical and operations teams to ensure a seamless onboarding experience for new accounts
Track all outreach, interactions, and progress using CRM software
Meet or exceed monthly KPIs for new signed accounts and activated patient referrals
Attend industry networking events, conferences, or facility visits as needed
Minimum Requirements:
2+ years of experience in outside sales, preferably in healthcare, home health, hospice, or DME
Strong communication, relationship-building, and closing skills
Self-motivated and results-driven with the ability to work independently
Reliable transportation and willingness to travel within the assigned territory
Flexible work from home options available.
Job Description
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.
Primary Responsibilities
Collaborate with colleagues to facilitate the movement of business to partner carriers
Run reports with specific parameters
Review existing books of business for purpose of consolidation
Regular discussion with partner carriers
Responsible for independently managing assigned projects with partner carriers
Distribute carrier quotes to servicers
Regular follow ups/communication with servicers on bind status
Negotiate coverage/premium on quotes with carriers
Bind business including processing payments
Tracking results of business movement
Managing and meeting monthly production goals
Qualifications
Property & Casualty, Commercial Lines licensed at least 5 years
Strong knowledge in commercial lines servicing experience including remarketing and new business placement.
Expertise in Middle Market Accounts, Specialty P&C Market Segments including Surplus Lines
Strong functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within spreadsheets. Must be proficient in Excel, Word, and other MS Office products
Applied/Epic or similar agency management software experience, preferred.
Strong organizational skills, ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy and attention to detail.
Maintain effective relationships with co-workers, and trading partners.
Ability to work in a team environment
Able to work independently and enjoy a high degree of interaction with team members.
Self-motivated and driven.
Maintain a sense of urgency and ability to work with and meet deadlines.
Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance.
The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information.
Ability to maintain a professional demeanor and positive attitude
Compensation
This position is located in New Jersey.. The base salary for this position at the time of this posting may range from $70,000 to $75,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Compensation
This is a remote position with a competitive benefits package. The base salary ranges from $75,000 to $80,000, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: **************************************.
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department.
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$75k-80k yearly 21d ago
Business Specialist with Healthcare Background
Foster Region-Modern Woodmen of America
Remote job
Job DescriptionBenefits:
401(k)
401(k) matching
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Transition Your Healthcare Expertise into Financial Services with the Foster Region - Modern Woodmen of America!
Leverage Your Healthcare Background for a Rewarding Career:
Build Direct Client Relationships: Professionals from healthcarewhether it's pharma, medical sales, or clinical rolesare drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether its helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.
Unlimited Growth Potential: As healthcare professionals understand the complexities of lifes important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.
A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.
About Modern Woodmen of America:
Founded in 1883 by Joseph Cullen Root, Modern Woodmen of America is the nation's third-largest fraternal benefit society in terms of assets. The organization is rooted in the concept of fraternalism, combining business with giving back to the community. With over 700,000 members, Modern Woodmen is dedicated to providing financial security, promoting quality family life, and making a positive impact in local communities.
Meet Our Leaders:
Chad Foster - Regional Director
Personal Background: Devoted father of two children and husband; had many innovating endeavors growing up.
Outside Interests: Enjoys smoking brisket or ribs while watching either the Cowboys, Mavericks, Rangers or Longhorns. He loves spending time with the family playing golf, tennis or hanging out at the pool and is active in their church!
Professional Journey: Began his career with MWA in 2008 after graduating from college and playing football.
Vision at Modern Woodmen: Found a supportive home in a region that prioritizes people, offers a judgment-free environment, and empowers families to build better lives.
Bennett Sperber III - Managing Partner:
Managing Partner with Modern Woodmen since 2016.
Prior Experience: Bennett worked in construction as a superintendent and travelled around the world pursuing a career out of professional soccer.
Personally: Husband and a father to his two children. He enjoys watching his kids grow in their athletic journeys and while he does that, sets the example by staying fit through CrossFit, playing soccer, and the occasional golf outing.
Joshua Leung - Financial Representative:
Financial Representative with Modern Woodmen since 2018.
Prior Experience: Was a college student interning for another financial service firm.
Personally: Really involved in his church/serving with my Bible study, but also loves playing music (guitar/drums/piano) and sports like basketball, surfing, and Spikeball.
Austin Beneteau - Financial Representative:
With Modern Woodmen since 2016.
Prior Experience: Was the general manager for a construction company located in the Coachella Valley.
Personally: Passionate husband and father. One of their favorite things has been going to zoos which his son especially enjoys. Golf has been great therapy while also being a fantastic date activity!
Benefits:
Competitive compensation range
Opportunity for personal and professional growth
Fraternal programs and activities to enhance quality family life
Involvement in local volunteer projects and community impact
Supportive and open communication culture
Target Achievement: Meet or exceed business development goals
Qualifications:
Ability and Desire to recruit, train and develop new financial representatives.
Someone who is Team Spirited, Enthusiastic and possesses a great Attitude when facing challenges
Experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus.
Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand.
Role Responsibilities:
Member Consultation: Meet with client members to assess their insurance needs and recommend appropriate coverage.
Customer Service: Provide exceptional customer service, addressing client inquiries and resolving issues promptly.
Networking: Build and maintain a network of client members through referrals, networking events, and community engagement.
Training and Development: Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills.
Deadline: Apply soon as this position will go fast.
Flexible work from home options available.
$68k-120k yearly est. 27d ago
Digital Business Specialist - Data Licensing Manager (f/m/d)
Cariad
Remote job
We are CARIAD, the automotive software company of the Volkswagen Group. Our teams build automotive software platforms and digital customer functions for iconic brands like Audi, Volkswagen, and Porsche - supporting the Volkswagen Group in becoming the leading automotive technology company. With CARIDIANS in Germany, the USA, China, Estonia, and India, we are transforming automotive mobility for everyone.
Join us and be part of this exciting journey!
YOUR TEAM
We are Volkswagen Group Info Service AG, the central interface to mobility data by multiple Volkswagen Group brands. As an independent legal entity, the Volkswagen Group Info Services AG is the creator and home of the Data Hub. With insights from various data sources, Volkswagen Group Info Services AG shapes services and products, and thus lays the foundation for the commercial data business generating new revenue streams through licensing of data products. Volkswagen Group Info Services AG acts as trusted partner for the Volkswagen Group. Volkswagen Group Info Service AG is powered by a growing team of experts dedicated to developing and delivering data-driven solutions driving innovation forward. You'll be working with CARIAD SE on behalf of VW GIS, contributing to the next big leap in the data industry.
Learn more about Volkswagen Group Info Services AG: *****************************
We are looking for a professional who drives commercial success and operational excellence across the entire data-licensing lifecycle. In this role, you will manage lead generation, sales enablement, tender participation, and contract execution to ensure that data-driven opportunities translate into sustainable revenue. You will streamline processes, secure compliant contracts, and foster close collaboration with Sales, Legal, and cross-functional teams - enabling growth, transparency, and a high level of customer satisfaction across all licensing activities.
WHAT YOU WILL DO
* Manage the end-to-end lead process from generation to qualified handover, ensuring data quality, structured scoring, and seamless coordination with sales owners
* Steer and optimize all administrative, data quality, and documentation processes to enable seamless sales operations, ensure accurate Salesforce data, and maintain effective reporting and alignment between Team Poznan and Sales
* Lead and support tender processes by aligning bids with customer strategy, standardizing procedures, and developing pricing and product bundling tools to enhance competitiveness
* Manage the full contract lifecycle, from drafting and legal coordination to negotiation, risk assessment, and customer-facing updates or extensions
* Handle contract negotiations professionally, including drafting, coordination with Legal, and customer discussions, while assessing risks and managing updates, amendments, and extensions
WHO YOU ARE
* 5+ of experience in Sales Operations, Commercial Operations, Bid/Tender Management, or Contract Management
* Background in B2B environments, ideally with data, digital, or subscription-based products
* Proven ability to manage lead funnels, tender processes, or contract workflows. Experience with tender platforms, data licensing, or automotive data
* Good / very good understanding of contract law principles and GDPR
* Strong CRM skills (preferably Salesforce) and solid understanding of commercial processes
* Ability to prepare bids, pricing structures, and customer-facing documents
* Good contract comprehension and experience coordinating with Legal
* Strong analytical thinking, process orientation, and documentation skills
* Proficiency in MS Office (Excel, PowerPoint)
* Reliable, detail-oriented, and structured way of working
* Strong communication skills and ability to collaborate across teams
* Hands-on, can-do attitude with a focus on efficiency and customer value
* Very good German and English skills
NICE TO KNOW
* Remote work options
* Temporary work from abroad in selected countries
* Flextime / optional working hours
* Company pension plan
* Annual professional development
* Sabbatical option up to 6 months
* 30 days paid + 10 days unpaid leave
* Possibility for VW Group car leasing
* If you have further questions about the candidate journey at CARIAD, please contact us: careers@cariad.technology
At CARIAD, we embrace individuality and diversity because we believe our differences make us stronger. We actively seek to build teams with a variety of backgrounds, perspectives, and experiences. Our goal is to create an environment where everyone feels valued and empowered to contribute. If you need assistance with your application due to a disability, please reach out to us at careers@cariad.technology - we are happy to support you.
$54k-87k yearly est. 10d ago
Business Liaison/ Business Engagement Specialist (SSA Ticket to Work Program)
Cybermedia Technologies
Remote job
CTEC is a leading technology firm that provides modernization, digital transformation, and application development services to the U.S. Federal Government. Headquartered in McLean, VA, CTEC has over 300 team members working on mission-critical systems and projects for agencies such as the Department of Homeland Security, Internal Revenue Service, and the Office of Personnel Management. The work we do effects millions of U.S. citizens daily as they interact with the systems we build. Our best-in-class commercial solutions, modified for our customers' bespoke mission requirements, are enabling this future every day.
The Company has experienced rapid growth over the past 3 years and recently received a strategic investment from Main Street Capital Corporation (NYSE: MAIN). In addition to our recent growth in Federal Civilian agencies, we are seeking to expand our capabilities in cloud development and footprint in national-security focused agencies within the Department of Defense and U.S. Intelligence Community.
We are seeking to hire a Business Liaison/ Business Engagement Specialist (SSA Ticket to Work Program) to our team!
Join Us in Empowering Lives Through SSA's Employment Support Initiatives
Are you passionate about making a meaningful difference in people's lives? The Social Security Administration (SSA) is committed to helping individuals with disabilities achieve greater independence through employment. By joining our team, you'll play a vital role in supporting this impactful mission-helping people unlock their potential, build confidence, and create brighter futures. If you're driven by purpose and inspired by the chance to make a lasting impact, we invite you to be part of a program that changes lives every day.
The Business Liaison will play a key role in supporting the EN Service Manager in all aspects of recruiting for the EN program, including the planning and execution of recruiting efforts, events, and initiatives. This position requires a skilled recruiting professional with a strong background in workforce acquisition, event coordination, and candidate management. The EN Recruiter will serve as a critical interface between candidates, hiring managers, and the EN Service Manager, ensuring that recruiting activities are executed efficiently and align with organizational goals and compliance requirements.
Position Summary
The Business Liaison is a key member of the Employer Network (EN) team supporting the Social Security Administration (SSA) Ticket to Work (TTW) Program. This pivotal role serves as the bridge between employers and qualified job seekers with disabilities (Ticket Holders), driving the recruitment, engagement, and stewardship of private and public sector employers. The Business Liaison champions inclusive hiring, provides technical support on program benefits and compliance, and oversees a full lifecycle of employer relationship management to advance competitive, integrated employment for SSA beneficiaries.
Key Responsibilities
• Employer Recruitment & Onboarding
• Proactively identify and recruit employers for the EN, onboarding them to the SSA TTW program and supporting initial implementation.
• Introduce new partners to EN policies, onboarding documentation, and ongoing support provisions.
• Outreach & Relationship Development
• Lead outreach campaigns and conduct high-level relationship building with businesses, HR leaders, diversity officers, workforce organizations, and industry groups.
• Represent the EN and SSA TTW at professional events, job fairs, industry forums, and community workforce initiatives.
Employer Education & Training
• Provide tailored education on the business case for hiring individuals with disabilities, clarify Ticket to Work program incentives, and instruct on available state/federal supports (e.g., WOTC, OJT).
• Train employer contacts on compliance requirements, EN documentation, and data privacy standards.
• Collaboration & Job Matching
• Work collaboratively with EN internal staff, vocational rehabilitation agencies, and referral sources to facilitate candidate referrals, interviews, and job offers.
• Leverage CRM and case management tools to streamline and document job matching procedures.
• Ongoing Employer Support & Account Management
• Serve as principal advisor and trusted point of contact for all EN employer partners-resolving inquiries, escalating complex concerns, and upholding SSA/EN compliance.
• Facilitate employer retention initiatives through continuous engagement, satisfaction surveys, and periodic check-ins.
• Data Management & Compliance
• Maintain a secure, up-to-date employer database; log all engagement actions and ensure records support programmatic audits and outcome analysis.
• Comply with all EN and SSA policies for data security, privacy (including PII/PHI considerations), and reporting.
• Resource Development & Event Planning
• Develop, customize, and present outreach materials, digital toolkits, webinars/training modules, and status reports that highlight engagement impact and share program knowledge.
• Organize employer roundtables, workshops, and panel discussions-facilitating best practice sharing across sectors.
• Continuous Quality Assurance & Program Improvement
• Regularly review national and state disability employment trends, federal guidance (e.g., ADA, WIOA), and employer feedback to refine strategies.
• Recommend enhancements to business engagement approaches, leveraging performance data to inform decisions.
Required Qualifications
• Bachelor's degree in Business, Human Resources, Vocational Rehabilitation, Workforce Development, or a related field (or an equivalent combination of education and work experience).
• At least two (2) years' direct experience in employer engagement, business development, workforce development, human resources, disability employment, or related field.
• Demonstrated knowledge of the SSA Ticket to Work program, Employer Networks (ENs), or state/federal vocational rehabilitation programs is highly preferred.
• Strong public speaking, presentation, communication, and documentation skills.
• Proven ability to network, influence, and build lasting partnerships with diverse business leaders and employer groups.
• Proficiency in CRM, case management, and/or outreach tracking software; experience with virtual platforms (e.g., Teams, Zoom) for remote engagement.
• Experience working independently and within cross-functional teams to achieve business outcomes and goals.
• Commitment to confidentiality, data security, and ethical practice.
Preferred Skills & Competencies
• Knowledge of federal and state disability hiring incentives (WOTC, OJT, etc.), and experience in counseling employers on financial advantages and legal compliance.
• Solid understanding of the Americans with Disabilities Act (ADA), reasonable accommodation processes, and workplace accessibility best practices.
• Experience collaborating with American Job Centers, Workforce Development Boards, and/or state vocational rehabilitation agencies.
• Familiarity with employment metrics-analyzing business engagement and placement data to identify trends and improvement opportunities.
• Multicultural awareness and the ability to build inclusive engagement strategies for employers of varying size, industry, and geographic reach.
• Experience in developing partnerships with federal contractors and aligning recruitment with Office of Federal Contract Compliance Programs (OFCCP) requirements.
Clearance requirements:
Must be a US Citizen and able to obtain and maintain a SSA Public Trust clearance
If you are looking for a fun and challenging environment with talented, motivated people to work with, CTEC is the right place for you. In addition to employee salary, we offer an array of employee benefits including:
Paid vacation & Sick leave
Health insurance coverage
Career training
Performance bonus programs
401K contribution & Employer Match
11 Federal Holidays
$56k-95k yearly est. Auto-Apply 47d ago
Marketing & Business Relations Specialist
Anchorcm
Remote job
At Anchor Construction, we don't just build projects-we build a culture of excellence, teamwork, and dedication. We take pride in our skills and expertise across all types of commercial construction, but what truly sets us apart is our commitment to core values and a positive work environment. Every project is unique, and we approach each one with a tailored strategy, ensuring we understand our clients, their goals, and what it takes to deliver quality results on time, every time. We bring energy, enthusiasm, and craftsmanship to everything we do. Anchor is a company that values hard work, teamwork, and professional growth.
Position Overview:
We're looking for someone with a mix of marketing, event attendance and set up, and marketing skills to support our brand's growth in the Dallas area. This role will focus equally on events and marketing and will involve traveling throughout the Dallas area. You'll play a key role in promoting events while also contributing to digital marketing efforts. You will collaborate heavily with our Houston office.
Responsibilities:
Coordinate and execute events across the Greater Dallas area.
Create content for and engage with social media platforms (Instagram, Facebook, LinkedIn, etc.).
Assist in creating content (photos, videos, graphics, and written content).
Work with internal teams and vendors on marketing projects.
Maintain brand consistency across all materials and channels.
Track and report on the effectiveness of marketing activities.
Qualifications & Skills:
1-3 years of marketing experience (or relevant internship experience).
Basic understanding of social media platforms and content creation.
Experience with events and event-related tasks.
Strong writing and communication skills.
Ability to take photos/videos and use basic editing tools.
Willingness to travel frequently within the Dallas area.
Comfortable working in a fast-paced environment.
Familiarity with Canva, Adobe Suite, or similar content creation tools.
Experience with email marketing tools (Hubspot).
Basic knowledge of SEO and digital advertising.
Comfortable working in Asana
Commercial real estate experience is a plus.
Construction industry experience is a plus.
What We Offer:
Generous Benefits: Enjoy Paid Time Off, Flex Time (Work From Home), Paid Holidays, Paid Bereavement Leave, and exciting Quarterly Incentives to reward your hard work.
Exclusive Discounts: Get access to discounts on movies, vacations, amusement parks, shows, gym memberships, and shopping. Enjoy Free Lunch Thursdays at the office, a 15% discount on oil changes, and 15% off college tuition for your family members.
Comprehensive Insurance Coverage:
Medical Plan: We cover 50% of the selected medical benefits plan.
Dental & Vision: 100% coverage for employees, so you're fully taken care of.
Colonial Life Insurance Options: Gain peace of mind with access to additional coverage, including Accident Insurance, Cancer Insurance, Critical Illness Insurance, Disability Insurance, Hospital Confinement Indemnity Insurance, Term Life Insurance, Whole Life Insurance, and AD&D Insurance. Plus, receive $10,000 of AD&D coverage free for one year.
$45k-82k yearly est. 60d+ ago
Business Specialist with Healthcare Background
Seckel Region-Modern Woodmen of America
Remote job
Job DescriptionBenefits:
401(k)
401(k) matching
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Transition Your Healthcare Expertise into Financial Services with the Seckel Region Modern Woodmen of America!
Leverage Your Healthcare Background for a Rewarding Career:
Build Direct Client Relationships: Professionals from healthcarewhether it's pharma, medical sales, or clinical rolesare drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether its helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.
Unlimited Growth Potential: As healthcare professionals understand the complexities of lifes important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.
A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.
About Modern Woodmen of America:
Founded in 1883 by Joseph Cullen Root, Modern Woodmen of America is the nation's third-largest fraternal benefit society in terms of assets. The organization is rooted in the concept of fraternalism, combining business with giving back to the community. With over 700,000 members, Modern Woodmen is dedicated to providing financial security, promoting quality family life, and making a positive impact in local communities.
Meet Our Leaders:
Lori Seckel:
Lori is a Regional Director with Modern Woodmen and has been with the organization since 2002. She graduated from The Ohio State University with a degree in education before starting her career with MWA. Lori loves spending time at the lake with her husband and two kids, and her hobbies are whatever activities her children are currently involved in.
Brian Souder:
Brian is a Managing Partner with Modern Woodmen and has been with the organization since 2012. Prior to joining MWA, he worked as an HR and Safety Director. Outside of work, Brian enjoys spending time with his wife and their four active boys. He has a passion for cooking and chess, and he and his family are proud season ticket holders for the Columbus Crew.
Melissa Okulich:
Melissa joined Modern Woodmen as a Managing Partner in 2024, bringing with her a decade of industry experience since 2014. In her free time, Melissa enjoys outdoor activities, painting, and spending time with her husband and four kids. Shes also an enthusiastic fan of the Ohio State Buckeyes.
Benefits:
Competitive compensation range
Opportunity for personal and professional growth
Fraternal programs and activities to enhance quality family life
Involvement in local volunteer projects and community impact
Supportive and open communication culture
Target Achievement: Meet or exceed business development goals
Qualifications:
Team-Oriented
Enthusiastic
Positive Attitude
Self-Starter
Community-Focused
Coachable
Athletic Background (bonus)
Military Background (bonus)
Goal-Driven
Willingness to Obtain State Insurance License
College Degree (preferred, not required)
Role Responsibilities:
Member Consultation: Meet with client members to assess their insurance needs and recommend appropriate coverage.
Customer Service: Provide exceptional customer service, addressing client inquiries and resolving issues promptly.
Networking: Build and maintain a network of client members through referrals, networking events, and community engagement.
Training and Development: Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills.
Deadline: Apply soon as this position will go fast.
Flexible work from home options available.
$49k-85k yearly est. 22d ago
Bilingual Business Specialist
Vrana Network-Northwestern Mutual
Remote job
Job DescriptionBenefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Join the Winning Team at The Vrana Network - Northwestern Mutual
Are you bilingual and deeply connected to your local community? Join The Vrana Network - Northwestern Mutual as a Financial Representative and explore the opportunity to serve and build lasting relationships with a diverse, multilingual client base across
Financial Representatives at The Vrana Network - Northwestern Mutual offer expert advice and innovative solutions to address the diverse financial needs of both individuals and businesses. Their comprehensive services cover retirement planning, insurance and investment strategies, estate planning, business planning, education funding, and employee benefits. With a strong focus on understanding each clients unique goals and aspirations, they work closely with clients to develop personalized financial strategies that are designed to set them on a path toward long-term financial success and security.
Check this link out to hear about the type of care we provide: ****************************************** Dd08qu
Why Bilingual Leaders Can Thrive Here:
Enhanced Client Communication & Trust Bilingual leaders can effectively engage with diverse clients, breaking language barriers and fostering trust, which is crucial in financial services.
Global Market Understanding Your multilingual skills and cultural awareness may allow you to navigate international markets, identify opportunities, and cater to a wider client base.
Leadership & Adaptability Having managed teams across different linguistic and cultural backgrounds, you could bring strong leadership, adaptability, and problem-solving skills to the financial services industry.
Competitive Advantage in a Diverse Industry Bilingual leaders could serve an increasingly diverse clientele, providing tailored financial solutions and enhancing customer experience, giving you the opportunity to gain a competitive edge.
Meet some of our local team:
Brian Vrana, Managing Partner:
Brian has been with Northwestern Mutual for 23 years, having started with the company through their internship program while still in college. Before his career in financial services, he was a farmer. Outside of work, Brian is passionate about his family, coaching his sons' baseball teams, watching his daughter compete in dance, and spending quality time outdoors. He is also deeply committed to community involvement and mentoring new team members.
Fernando Suarez, Managing Director:
With 40 years at Northwestern Mutual, Fernando began as an intern while attending college in the U.S. He moved from Colombia to pursue his education and eventually founded the San Antonio district office. He built a successful wealth management practice in Houston and became one of the first Hispanic/Latino professionals to earn the CFP certification. Fernando is passionate about family, soccer, travel, and making a community impact. He has served as President of the Managing Director Association Board and continues to mentor countless advisors in the industry.
Cathy Suarez, Associate Managing Director:
Cathy joined Northwestern Mutual 9 years ago, bringing a background in sales and marketing leadership from the advertising and tech industries. She also has experience in education and community engagement with nonprofits. Cathy is passionate about family, volunteering, dancing, traveling, and Zumba. Having traveled to around 40 countries and being fluent in five languages, she connects easily with people from diverse backgrounds. Cathy enjoys giving back to her community through various volunteer opportunities.
Key Responsibilities: As a Financial Representative, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ******************** AILqGa98?si=sk XQvcyW6TSYsnR1
Required Skills: BA or BS degree from a four-year institution is preferred. The candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and/or business experience preferred. Strong interpersonal and communication skills, self-motivated, demonstrated history of personal and professional success, high standard of ethics.
Preferred Skills and Experience:
Bilingual
Passionate about Business and Finance
Benefits:
Exceptional income potential
Leadership opportunities
Extensive training and development; mentorship provided
Sponsorship of Licenses: FINRA, series 6, series 7, series 63, series 65, series 66, life and health insurance license
Development stipends
Expense allowance
Comprehensive medical coverage
Two company funded retirement plans: a traditional pension plan and a defined contribution plan
Group life and disability income insurance
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Brian Vrana is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
$44k-81k yearly est. 10d ago
Business Dev Specialist I - Hybrid - Houston, TX
Msccn
Remote job
ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps.
Unless specifically stated otherwise, this role is "On-Site" at the location detailed in the job post.
As the nation's largest producer of clean, carbon-free energy, Constellation is focused on our purpose: accelerating the transition to a carbon-free future. We have been the leader in clean energy production for more than a decade, and we are cultivating a workplace where our employees can grow, thrive, and contribute.
Our culture and employee experience make it clear: We are powered by passion and purpose. Together, we're creating healthier communities and a cleaner planet, and our people are the driving force behind our success. At Constellation, you can build a fulfilling career with opportunities to learn, grow and make an impact. By doing our best work and meeting new challenges, we can accomplish great things and help fight climate change. Join us to lead the clean energy future.
TOTAL REWARDS
Constellation offers a wide range of benefits and rewards to help our employees thrive professionally and personally. We provide competitive compensation and benefits that support both employees and their families, helping them prepare for the future. In addition to highly competitive salaries, we offer a bonus program, 401(k) with company match, employee stock purchase program; comprehensive medical, dental and vision benefits, including a robust wellness program; paid time off for vacation, holidays, and sick days; and much more.
Expected salary range of $55,250 to $65,000, varies based on experience, along with comprehensive benefits package that includes bonus and 401(k).
LOCATION
This position offers hybrid flexibility and can be based out of our Kennett Square, De Pere, Chicago, Houston, or Louisville offices. As a hybrid role, and in office presence is anticipated 1-2 days per month. Occasional travel may also be required.
PRIMARY PURPOSE OF POSITION
The Business Development Specialist I is responsible for the ownership of customer and account data accuracy and integrity in the Customer Relationship Management (CRM) system, while providing technical support to the sales and account management team. This position also serves as the point of contact and liaison with other functional groups for pre-deal related issues in the sales cycle.
PRIMARY DUTIES AND ACCOUNTABILITIES
Data Entry and Maintenance. Create opportunities, offers, and pricing scenarios to support transactions. Ensure accuracy and integrity of customer data in the CRM system. Maintain data accuracy for any changes in customer information, such as ownership changes. Establish and maintain account hierarchy within the record system. Handle non-standard requests and become proficient in addressing them.
Utility Knowledge. Provide data and technical support to Business Development Managers (BDMs) and Account Managers (AMs) with a strong understanding of regional utility requirements.
Communication. Receive and respond to Request for Proposals (RFPs) primarily via email. Act as the liaison between sales and other functional groups during the data validation process and contract execution. Coordinate with pricing and legal teams for non-standard requests.
Process Improvements. Assist with ad hoc requests for process improvements, such as clean-up projects, new hire training, development of process efficiencies, and system testing.
Travel required as necessary to meet business needs.
In-person attendance for trainings, team meetings, and other moments that matter.
Additional Qualifications/Responsibilities
MINIMUM QUALIFICATIONS
Proficiency in Microsoft Suite products.
Strong written and oral communication skills, enabling effective teamwork and rapport with employees and customers.
Analytical skills, attention to detail, problem-solving abilities, and independent decision-making.
Ability to build and maintain relationships with internal customers.
Flexibility in managing multiple daily deadlines.
PREFERRED QUALIFICATIONS
Bachelor's Degree
Prior energy industry experience, strongly preferred.
Prior experience supporting natural gas clients or customers
Current Constellation Sales Support contracting experience, highly preferred
Sales support, inside sales, or account management, strongly preferred
Intermediate Excel skills, including pivot tables and v-lookups, strongly preferred
Experience using Salesforce, a plus!
$55.3k-65k yearly 7d ago
TA and Business Dev Specialist - Commission Only
The Employee Connect
Remote job
Talent Acquisition Business Development Manager (Commission-Based)
Pay: Commission-only, uncapped earning potential
We are seeking an energetic and results-driven Talent Acquisition Business Development Manager to join our growing team. This is a commission-only opportunity, perfect for experienced business development professionals or recruiters who thrive on landing new clients and earning high commissions. With access to 6,000 high-intent leads, this role offers a significant earning potential for those ready to drive revenue.
Description
In this role, you will focus on driving business growth by acquiring new client contracts in need of recruitment services. You will leverage a large pool of high-intent leads to connect with businesses across various industries. Once a client contract is secured, our internal recruitment team will handle candidate placements, allowing you to concentrate on landing more deals. This position offers a lucrative commission structure with no upper limit on earnings.
Must Haves/Requirements
Proven experience in business development, recruitment, or staffing sales.
Strong negotiation, communication, and relationship management skills.
Self-motivated, goal-oriented, and comfortable working in a commission-only role.
Highly organized with excellent time management skills.
Ability to work independently and manage a large volume of leads effectively.
Willing to Recruit as well, we value quality over quantity.
Commission Structure
We believe in rewarding success, and our tiered commission structure is designed to provide increasing rewards as you land more contracts:
20% commission on net revenue from placements for new clients up to $50,000 per quarter.
25% commission on net revenue between $50,001 and $100,000 per quarter.
30% commission on net revenue exceeding $100,000 per quarter.
Example:
If you land a new client contract and our internal team makes successful placements generating $75,000 in revenue during a quarter:
You'll earn $10,000 on the first $50,000 (20%).
Then, you'll earn $6,250 on the remaining $25,000 (25%).
Total commission earned: $16,250.
Commission Payout Timeline
To ensure clarity and consistency, commission payouts will follow this schedule:
Payouts will be made monthly, within 10 business days after the end of each month.
Commission is based on net revenue received from clients (after any applicable refunds or discounts).
A signed contract with the client and successful placements by our internal team must be completed before commissions are eligible for payout.
Why Join Us?
Uncapped Earning Potential: The more clients you bring in, the more you earn, with no upper limit.
High-Intent Leads: You'll receive access to a database of 6,000 leads, giving you a head start in client acquisition.
Remote Work & Flexibility: Work from anywhere and set your own schedule.
Supportive Team: Our internal recruitment team will handle placements, allowing you to focus solely on business development.
If you're ready to take control of your income and grow with a fast-paced recruitment agency, apply today
$50k yearly 60d+ ago
Fiscal & Business Specialist
Description This
Remote job
Hiring Salary/Salary Range: $33,000 - $45,000 annual
The selected candidate must have a current work authorization in the United States. This position is not eligible for Visa Sponsorship.
ORGANIZATIONAL SUMMARY:
The Taneja College of Pharmacy will be managed by the Dean and an actively engaged administrative leadership team. The Taneja College of Pharmacy is creating a Doctor of Pharmacy program at USF Health that will create an academic and clinical learning environment known for producing outstanding pharmacist clinicians trained in advanced principles to provide exceptional patient-centered care. This position will report to the Fiscal and Business Analyst of the Office of Research and Business in the Taneja College of Pharmacy.
POSITION SUMMARY:
This is a professional position providing financial analysis and projections, budget management, and fiscal resource management for the Taneja College of Pharmacy. The Taneja College of Pharmacy currently has multiple grant, auxiliary, and foundation funding sources. The primary purpose of this position is to analyze financial and accounting data to and keep management and/or faculty investigators informed on the financial and budget status of the College.
MINIMUM:
This position requires a High School diploma or equivalent with three years of work experience in positions with fiscal support duties. College or other relevant post-secondary coursework may substitute for the experience requirement on a year-for-year basis.
PREFERRED:
Bachelor's degree in Accounting, Finance, or Business Administration or other field directly related to the position's specific responsibilities, and two years of professional business experience; or a Master's degree in the same fields and one year of related experience. University experience is preferred. Intermediate knowledge of Microsoft Office (Word, Excel, PowerPoint).
Senate Bill 1310- The Florida Senate (************************************************ is conditional upon meeting all employment eligibility requirements in the U.S.
SB 1310: Substitution of Work Experience for Postsecondary Education Requirements
A public employer may include a postsecondary degree as a baseline requirement only as an alternative to the number of years of direct experience required, not to exceed:
(a) Two years of direct experience for an associate degree;
(b) Four years of direct experience for a bachelor's degree;
(c) Six years of direct experience for a master's degree;
(d) Seven years of direct experience for a professional degree; or
(e) Nine years of direct experience for a doctoral degree
Related work experience may not substitute for any required licensure, certification, or registration required for the position of employment as established by the public employer and indicated in the advertised description of the position of employment
Minimum Qualifications that require a high school diploma are exempt from SB 1310.
RESPONSIBILITIES:
Purchase Order Processing - assists with and reviews purchase orders/requisitions, receiving and invoice processing-receipt creation in FAST and track progress of payments; resolves vendor billing problems.
Account reconciliation and reporting
Reconciliations- monthly chartfield/account reconciliations for EBA, E&G, foundation, and research; maintain supporting documents and preparation of reports for administration.
Monitors and tracks college spending; notifies responsible parties of deficits and irregularities; initiates and prepares expenditure transfers.
Pcard processing- review and reconciliation of pcard transactions and monthly pcard statements.
Management of USF Shops/Touchnet services and EBA services for the college; prepares and monitors monthly billing and invoicing process for services rendered as an auxiliary function; reconciles revenues.
Assists Fiscal & Business team with budget planning and management by providing fiscal information.
Other duties as assigned