Client Coordinator Jobs Near Me

TekSystems is currently hiring for a FULLY REMOTE Medical Data Entry Specialist! This position can sit anywhere that is on EST Time Zone! MUST HAVE: Preferably healthcare/medical administrative experience, medical data entry, or medical customer service experience is preferred! Description These individuals will be taking in information from MCMC's clients, and entering it into their systems. Most of the information are independent Medical Reviews. When new cases come in (the information) they log the information and process it through to the next stage. The form comes in, they pull the data, and then enter it into Microsoft Word or Excel. They want them to hopefully understand HIPAA Regulations. They don't need to be an expert, they just want them to understand they are handling sensitive information and preventing who has access to that information. Soft skills are that they want them to be reliable, accurate, and thorough. Additional Skills & Qualifications Microsoft Word- turn things into a PDF, Insert tables onto documents Microsoft Excel- Pivot Tables, insert columns Awareness of HIPAA Pay and Benefits The pay range for this position is $16.00 - $16.00 Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully remote position. Application Deadline This position will be accepting applications until Jan 21, 2025. About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

You are an energetic and ambitious individual with a few years' work experience, and you are ready to get your career on the fast-track with a supportive company in the financial services industry. A quick study and a team player, you enjoy working with people, learning new systems, and getting things done-all in the name of collaboration and superior client service. You want to work within a dynamic team of financial professionals to help clients both grow and protect their financial investments, so you are excited to roll up your sleeves and join forces with colleagues across the company to provide five-star client service. SUMMAR You will work as a member of the Client Services team at The Haverford Trust Company. You will report and closely partner with Patrice Shute, Vice President of Client Services. The Client Services Team is responsible for providing Quality client service to our clients and internal business partners with a focus on service excellence and creating consistent and positive client experience sWe are seeking an achievement-oriented individual with a background in client services. This individual will work in direct partnership with the VP, Portfolio Manager and must have demonstrated ability to work independently and within a team environment. This position requires client interaction and collaboration with internal contacts at all levels of the organization. Your role is integral to the VP, Portfolio Manager and the Company's mission of delivering superior client service, strengthening partner relationships both internally and externally, and achieving strategic initiatives. You will be asked to assist the Portfolio Manager and others to deliver five-star client service . ABOUT HAVERFORD TRUST The Haverford Trust Company was founded in 1979, and our commitment to quality remains the cornerstone of our success. The Haverford Quality Investing philosophy is supported by the expertise and integrity of our people, not to mention the reputation and track record of our company. As of September 2024, we had $15 Billion in assets under management or consultation. Haverford Trust has experienced significant growth in recent years, and our commitment to a strong company culture has never wavered. With a company-wide Monday Morning Meeting to kick off the week, informal breakfasts with the President and CEO, and an annual charity run, Haverford has a powerful and unique culture. We have hired 14 new team members since the beginning of this year, and our employee retention rate stands at 97%. Meet our team, and you quickly see that every person exhibits Haverford's core values of quality, integrity, respect, discipline, community and optimism. Unquestionably, our team is our greatest asset. We invite you to learn more about our approach, our beliefs, and our commitment to Quality Investing at ************************ and our LinkedIn page. REQUIREM Normal business hours are Monday through Friday 8:30AM - 5:30PM Hybrid work schedule with set days to work from home and in the office in Radnor, Starting in December 2024, we are asking all employees to come into the office on Wednesdays to support client needs and collaborate with team members. Periodically, local travel and the need to work additional hours are needed to meet work expectations; we endeavor to provide as much notice as possible in these instances. POSITION RESPONSIBILTIES Proactively anticipate and assess administrative needs of the Portfolio Manager and clients with focus on retaining and attaining assets. Provide support to the Portfolio Manager, including daily administration of client accounts and client contact. Assist team in marketing related activities, including preparation of client and prospect reporting packages to support communication of portfolio performance. Serve as primary internal contact for clients and prospects; respond to and independently handle routine to complex client inquiries, including opening and onboarding new accounts and requests for charitable giving. Track and document interactions with clients and prospects. Routinely and proactively perform account surveillance to ensure client accounts are invested according to guidelines. Monitor periodic surveillance reports including Daily Transactions, Target Allocation, Bond Maturity, and High Cash to assess trading needs. Assist Portfolio Managers and Investment Officers with rebalancing client portfolios. Conduct independent analysis of asset allocation and portfolio construction to ensure portfolios are aligned with Haverford's investment strategy and investment objectives of clients. Initiate trades as needed. Review and analyze accounts prior to a block trade to determine an account's participation in the block with focus on a client's investment objectives and tax sensitivity. Prepare for and participate in semiannual Portfolio Review. Prepare and present presentations. Provide personalized guidance for the PM to provide to clients. Demonstrate industry knowledge to effectively communicate with cl Ients. Develop an understanding of Haverford portfolio strategies. Possess general understanding of markets and current macro/micro events that may be impacting the market. Cultivate understanding of the history and culture of The Haverford Trust Company. Build positive relationships and collaborate with team members throughout the firm. Act as a liaison with teams throughout the organization to facilitate resolution of client needs. Collaborate with team members to review current policies and procedures and recommend changes that will increase efficiency and promote uniformity. Participate in nonrecurring and ongoing projects that will enhance service capability. Maintain high standards in verbal and written communication. Readily engage in team and firm-wide initiatives including integration of new technology and client service initiatives. QUALIFICATIONS Education / Experience BA or BS in Finance or related field preferred. Minimum 3-5 years' experience working in the financial sector required CFP designation encouraged. Highly proficient with word processing, financial spreadsheets, and client database management software programs. Skills / Abilities Teamwork Collaborate effectively within your own highly interactive team to achieve goals. Cross-train to support team members; serve as a reliable back-up. Work productively in cross-functional endeavors to execute tasks. Communication Exceptional verbal skills and client relationship skills with an emphasis on five-star, value-added service. Excellent written communication skills, including precise editing. Strong, persuasive presentation and public speaking skills. Work Management and Product Dedication to quality and excellence. Ability to build trusting, long-term relationships with business partners. Understanding of and commitment to client privacy and confidentiality. Finesse to identify/define needs while managing stakeholder expectations. Strong analytical and problem-solving skills; creative and innovative solutions. Excellent organizational skills: capacity to effectively handle difficult requests. Superior attention to detail, including accuracy in compiling data and materials. Excellent time management skills: proven ability to act promptly and meet deadlines. Demonstrated investment in continual learning and improvement. Technical Proficiency with Microsoft Office Suite or related software. Ability to quickly learn new technologies and client database management programs. Work Values Model the firm's values of Quality, Integrity, Respect, Discipline, Optimism and Community. Always demonstrate ethical decision-making; escalate issues appropriately, consider reliability and credibility of facts, consider future consequences of decisions for the firm, and remain willing to make, support, and be held accountable for de cisions. The Haverford Trust Company shall, in its discretion, modify or adjust the position to meet the company's changing needs. Additionally, this job description is not a contract and may be adjusted as deemed appropriate at Haverford's sole discretion. All team members of Haverford are required to comply with internal procedures as well as applicable federal, state, and self-regulatory organizations including, but not limited to, the Bank Secrecy Act of 1970 and the USA PATRIOT Act. The Haverford Trust Company is an equal opportunity employer. The Company is committed to providing equal employment opportunity to all applicants. All applicants for employment will be provided equal and fair opportunity without regard to race, color, creed, religion, ancestry, national origin, sex, sexual orientation, age, citizenship, disability, medical condition, marital status, status as a veteran or special disabled veteran, or any other characteristic protected by law. This position may be subject to Haverford's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Haverford the details of certain political contributions. Haverford may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Haverford's current or future business interests, misrepresentations were made, or for failure to disclose suc h activities.

This position works to support our field and clients with the trading and management of their investment accounts. Team members partner closely with Northwestern Mutual's financial representatives and their staff in the field, and team, department, and company colleagues to deliver exceptional investment operational support associated with trading services. This position has been classified as an Access Person, which will require the reporting of your personal securities transactions. This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required forms. FINRA non-registered fingerprinted person WMC access person Primary Duties & Responsibilities Trading Support: Support trading, management, and servicing functions associated with program advisory accounts. Handle trade requests, ensuring accuracy and efficiency in the trading process across various financial instruments, including equities, mutual funds, ETFs, and fixed income securities. This also may include a focus on trade corrections. Provide expert support in the execution of trades, working closely within the team, across teams, and with strategic vendors to resolve issues, which may include trade error or margin/debit situations. Investment Operations Support: Resolve a variety of investment operations inquiries and escalations from home office leaders, field staff, or other team members. Utilize industry knowledge and analytical skills to solve problems effectively. Embrace new technology and promote self-service capabilities while understanding the risks and impacts of transactions. Leverage trading platforms and tools to streamline processes, improve accuracy, and enhance service delivery. Be an advocate for positive change and maintain a continuous improvement mindset. Field/Client Issue Resolution: Research and respond to field/client issues, including but not limited to: Placing trades. Aiding in account maintenance and inquiries. Responding to research requests. Assisting field/clients with navigation. Discussing the latest market trends. Supervision and Compliance: Provide ongoing home office supervision and oversight of investment advisory accounts to ensure supervisory integrity and compliance. Ensure that core fiduciary responsibilities are met. Client Retention and Relationship Building: Promote client retention by identifying opportunities to strengthen existing relationships through timely and accurate operational processing and service quality. Establish and maintain strong relationships with field/clients and team members while delivering quality service and support. Team Collaboration and Service Monitoring: Work with other specialists, consultants, and managers to handle day-to-day monitoring of the area, including managing daily processing work. Develop the ability to direct and coordinate the team's service activities and identify changing service demands. Team Support: Assist team members as they navigate complex casework or items beyond their knowledge base. Prioritize and organize responsibilities, utilizing appropriate resources within and outside of the immediate work area. Collaborate with internal customers and cross-functional teams to resolve problems as needed. Identify improvement opportunities and take ownership to develop, refine, and implement those improvements. Quality Assurance and Performance Input: May review the work of office staff team members to ensure quality and accuracy. May contribute input into the performance evaluation process. Qualifications Education : Bachelor's degree in finance, business, or a related field, or equivalent combination of education and experience. Experience : Minimum of 4 years of customer service experience, with at least 2 years in trade analysis or a related role within the financial services industry, focusing on trading, investments, and market operations. Knowledge : In-depth understanding of investment or income products, including mutual funds, ETFs, equities, fixed income and associated market dynamics. Skills : Advanced analytical and problem-solving skills, excellent verbal and written communication, attention to detail and proficiency with trading platforms and financial software. Ability to multi-task and handle a high volume of work with accuracy. Organization : Strong organizational skills with the ability to prioritize tasks in a fast-paced environment. #LI-Remote This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form. Required Certifications: Non-Registered Fingerprinted - FINRA Compensation Range: Pay Range - Start: $44,310.00 Pay Range - End: $82,290.00 Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additional information relating to location-based pay structures. Grow your career with a best-in-class company that puts our client's interests at the center of all we do. Get started now! We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law. If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits. FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Finance, Keywords:Financial Broker, Location:Franklin, WI-53132

IN PR? For more than three decades, DKC has been at the forefront of communications agencies, attracting the best and the brightest talent from around the country. Currently, we are searching for a trailblazing Account Coordinator who is ready to embark on a career in PR, to join our Media Tech team in our San Francsico office. Allow us to introduce ourselves: DKC is one of the country's most innovative independent communications agencies Our world-class media and tech division is home to industry heavyweights like Spotify, Etsy, Airbnb, BMW, Marvel Entertainment, Bloomberg, and some of the hottest startups in tech product, platforms, and B2B solutions We strongly believe in the mantra, work hard, play harder, WIN TOGETHER! With a vibrant and fast-paced atmosphere, DKC prides itself on offering a culture of fun, inclusivity and growth. From our employee committees focused on health & wellness, diversity and fun, to a hands-on-approach to training and career growth, DKC offers a wide range of options for career minded staff. Plus, we offer 401K match, cell phone reimbursement, an unlimited vacation and sick day policy, the latest technology for all digital natives and a welcoming environment that is all about perfecting the craft of communications. The team is energetic, hardworking, and collaborative. We work closely with DKC's other groups, including Sports, Health Care, Corporate, Entertainment, Lifestyle, Public Affairs, Data/Analytics, and our creative shop, Hangar4. We value self-starters with a curious mind and a good sense of humor, who hold client service in the highest regard. We're looking for someone with energy and enthusiasm along with strong relationship-building skills and an ability to work effectively across all departments in the agency. Also, must have an ability to prioritize work, manage multiple projects, meet deadlines, and actively communicate progress and deliverables to account teams. The position is ideal for a recent college graduate who is looking for a career in PR and seeking to join a team that consistently delivers exceptional results through high-quality work. Now, a little about you: BA or defined education in marketing, PR, communications, journalism, or a related concentration Ideally 1 year of public relations intern experience Strong written and verbal communication You love media relations, a lot Outstanding organizational skills Strict attention to detail and the ability to work under tight deadlines Responsive and proactive on timely and priority campaigns and/or tasks Proficient in Google Drive applications, i.e. Docs, Sheets, Slides Proficient in online social applications i.e. Facebook, LinkedIn, Twitter, Instagram, Pinterest, YouTube You have a ‘make it happen' attitude - someone who is scrappy, creative, asks questions, provides status updates, and speaks to performance around key results You live and breathe ‘accountability' - say what you'll do and do what you say The salary range for this role is commensurate with experience: $40k - $45k. Our office has a hybrid work model: in office 3 days a week, working remote 2 days a week. At DKC, we celebrate diversity and are committed to creating an inclusive environment for all employees. We are proud to be an equal opportunity employer and value diversity at our agency. We do not discriminate on the basis of race, religion, color, national origin, gender identity or expression, sexual orientation, age, marital status, veteran status, or disability status.

Below, you will find a complete breakdown of everything required of potential candidates, as well as how to apply Good luck. Location:Multiple Locations (Manchester and Manahawkin) / opportunity for hybrid work from home ability Reports to: Managing Partner or Sr. Client Relationship Manager PURPOSE:Provides administrative and operational support to one or more Financial Advisors (FA) to work collaboratively towards team objectives. Such responsibilities include servicing clients, processing account forms and related paperwork, maintaining appropriate account records, and preparing client ; COMPENSATION MODEL:Salary plus bonus Total Base Pay Range: $40,000 - $55,000 AnnualBonus Range: 3-4% & 401K match Can perform at a basic or fundamental level in all areas of accountability and function effectively in a fast-paced, professional environment. Goals to reflect and align with the overall business plan of the FA(s) this person supports. PRINCIPAL RESPONSIBILITIES Client Service: approximate time - 50% Service clients in a pleasant, professional manner. Answer routine questions about their accounts within the established scope of the position's responsibility. Provide information such as account balances and other account-related information. Build and maintain a professional rapport with clients.Keep FA(s) informed of all important information and activities related to their clients' accounts and transactions. Processing/Execution: approximate time - 45% General office support to include duties such as copying, mailing, scanning Adhere to all compliance policies and procedures and complete required internal and external continuing education activities. Maintain a high level of confidentiality in accordance with LPL Financials' Code of Conduct. Leverage the firm's technology and systems as it applies to client service and business enhancement. Support firm initiatives, at the direction of the FA/team and Firm Leadership, to best serve clients and help them achieve their financial goals. Coordinate and ensure timely correspondence of client information ( , reports, research, etc.). Firm/Office Engagement: approximate time - 5% Further firm initiatives by adapting, learning, and implementing new technology and processes. Participate in client engagement events and relationship deepening Other Duties as Assigned: Perform other duties as assigned that contribute to the overall effectiveness of the position, further the goals of the FA/team and support the branch overall.

Benefits RepresentativeCrafting Brighter Futures for Families At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of Globe Life embodying our values and commitment. Primary Responsibilities: Engage with clients to understand their financial goals and concerns. Present tailored solutions to safeguard their assets effectively. Maintain a pulse on the industry, ensuring you offer the best and most updated advice. Foster relationships and ensure our clients always have someone they can turn to. Why Globe Life? Remote Work: Enjoy the flexibility of a full-time remote role. Unlimited Earning Potential: Your dedication determines your earnings. Company Culture: At Globe Life people are ambitious but respectful, high-energy, and treat every member like family. Grow with Us: Dive into continuous learning and development opportunities. Application Process: 1. Submit Your Application: No stringent qualifications needed. We believe in potential. 2. Virtual Company Overview: Once your application is in, you'll receive an invite to a virtual overview, detailing everything you need to know about the position. This session lasts 20-30 minutes, and you can self-schedule at your convenience, often on the same day. 3. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. FAQs: When will I hear back after applying? Typically, within 24 hours. Is there any specific software I need for the virtual overview? No, our platform is accessible through any standard web browser. Details will be provided in the invitation. What's the growth trajectory for a Benefits Representative? Our focus is on continuous learning and development. Many of our representatives have seen exponential career growth within Globe Life.

We're partnered with a rapidly expanding digital marketing and analytics agency, is seeking an entry-level or early-career Account Coordinator to join their Client Service team. The Account Coordinator will be responsible for managing client accounts across a variety of digital marketing focus areas. This role calls for a highly organized, solutions-focused individual who can keep the details of projects organized without missing a beat. Our client is based in Beachwood, Ohio, with opportunities for hybrid and remote work. What You'll Do: Account Oversight: This role involves providing oversight and support to the execution of digital marketing campaigns, ensuring that they align with project timelines and deliverables. It also involves supporting the Client Service team in planning and executing projects, addressing client inquiries and coordinating meetings Project Management Support: The Account Coordinator will work inside our Project Management tool to initiate projects and maintain the status throughout the life of the project. Team Collaboration: The Account Coordinator will collaborate closely with other members of the Client Service team plus Solutions teams, including strategists, analytics and development and content team members, to ensure that client needs are met and that campaigns are executed effectively. Reporting and Analysis: The role involves monitoring performance and collaborating with other team members to provide clients with regular performance reports and strategic, data-driven recommendations. Who You Are: Bachelor's degree in Marketing, Business, Communications, or a related field Highly organized with incredible attention to detail Excellent communication skills Ability to multi-task and manage multiple accounts and projects simultaneously Ability to work in a team environment Proactive approach to problem solving Rudimentary understanding of digital marketing tools, Google Analytics 4 or other analytics platforms is a plus Benefits: Competitive salary Generous paid time off and paid holidays Comprehensive healthcare coverage including dental and vision insurance 401k retirement savings plan

Patrick Henry's Red Hill (Brookneal, VA), a 501-(c)(3), is seeking a Community Engagement Coordinator to enthusiastically engage the public in events and programs at historic Red Hill and about Quarter Place through in-person relationship-building and highly-personalized communications. At Red Hill, every staff member is a Visitor Center partner, and everyone has a part in development. Essential Functions Develop and manage an engagement strategy plan to promote new and expanded programs, with an emphasis on reaching underrepresented communities, particularly local African Americans. Build and strengthen positive relationships with local businesses, community members, church leaders, congregations, schools, and other non-profit and historical sites through in-person meetings and conducting customized tours of Red Hill. Maintain a deep awareness of Foundation activities and initiatives, community affairs, and current events to share with the public. Study and become well-versed in the complete history of Red Hill. Collaborate with staff in developing and implementing inclusive virtual and in-person programs and material that advance the Foundation's mission of education and preservation. Work closely with researchers and archaeologists to share discoveries with visitors and the community at large regarding Red Hill and the Quarter Place. Collaborate with staff on special projects and events through the planning process, execution, and reporting. Provide timely updates regarding progress in community engagement and development relating to set outcomes. Other duties as assigned. Required Qualifications Minimum 4-year Bachelor's degree in History, Business, Project Management, Public Relations, Education, Communications, Behavioral Science, or a similar program. Experience in and commitment to community engagement, outreach and inclusion. Comfortable with engaging individuals and groups with in-person, face-to-face meetings. Demonstrated ability to effectively and comfortably communicate with audiences of varying demographics over varying platforms. Organizational and program management skills gained through experience or in education. Strong desire to learn and appreciate the complete history of Red Hill and all who lived and labored at the site over time. Self-motivator with the ability to set high expectations and successfully meet deadlines. Strong, team-oriented approach. Ability to adapt to new environments and a willingness to learn. Excellent verbal and written communication skills. Proficiency in Microsoft Office Suite. Ability and desire to represent the Foundation with a high level of professionalism and integrity. Self-confident and ability to attend off-site events as the sole representative of Red Hill. Available to work evenings, weekends, and holidays as needed. Able to lift 20 pounds. Able to stand for extended periods of time. Preferred Qualifications Experience working in a museum or a non-profit environment. Experience working in a community engagement/outreach role or capacity. Salary & Benefits $40,000 base salary with health insurance premiums paid by employer and retirement plan match. Generous paid time off and sick leave. On-site housing is available for relocation. Professional Development opportunities. To apply, please email a resume and cover letter to ****************. Open until filled. For questions, please email Caitlin Olsen, Director of Education & Donor Systems (*******************).

On October 2020, VCU Health proudly acquired Riverside Tappahannock Hospital, marking a transformative moment for our community. Today, VCU Tappahannock Hospital is committed to enhancing healthcare in the Middle Peninsula and Northern Neck regions, aligning with VCU Health's dedication to excellence, affordability, and impactful community service. Nestled along the scenic Rappahannock River, our hospital may operate as a satellite facility compared to the larger VCU Health Medical Center in Downtown Richmond, but we maintain a high standard of care. Our essential departments, including Emergency, Critical Care, Operating Room, and Acute Care Units, position us as a crucial healthcare resource for our area. We invite you to consider joining our dedicated team. This is your chance to make a meaningful impact in the lives of those around you-perhaps it could be your best decision yet! This role is Monday-Friday but could involve some community outreach on weekends as needed. The VCU Tappahannock Hospital Gift Shop & Volunteer Coordinator role is responsible for the strategy and coordination of volunteers (recruitment, training, placement, etc.) to enhance the services at the hospital. The Coordinator will also manage the inventory, finances, and staffing of the Gift Shop that is supported by volunteers to enhance the experience of patients, guests and families.

HVAC Dispatch/ Invoicing Coordinator Primary Role This position will provide mainstream support to the Operations of Cox-Powell Corporation by scheduling service calls and assigning work teams. The type of work involved in this position includes specialized support, technical and administrative work involving a high degree of independent judgment and action engaged in a variety of administrative activities. Work involves responsibility for making some independent decisions based upon direction of the Service Manager and knowledge of the company's operations, policies, and procedures. About Us: Cox-Powell Corporation is one of the largest commercial, mechanical, and electrical contractors in the Hampton Roads region. We proudly serve clients from local small businesses to Fortune 500 companies. For nearly 80 years, our presence is alive across Virginia. We specialize in Mechanical Service, Industrial heating and cooling, Special Projects, and Manufacturing. We provide an extensive benefits package including company paid life insurance along with various health and other benefit options. Essential Duties: Coordinates and schedules all service work Professionally interacts with customers and prioritizes scheduling Efficiently assigns and technicians to tasks, maintains on-call schedule assignments Ensures all calls are promptly set up and dispatched to technician devices Ensures calls are updated, completed, and closed daily Reviews call-summaries and adds inventory Purchases and schedules equipment and parts as needed Invoices completed calls Works in conjunction with Service Manager to resolve service or billing issues Reviews, approves, and posts technician hours and submits to payroll Prepares quotes for small repairs Answers incoming phone calls. Maintenance Contract set-ups Requirements: Exceptional written and verbal communication skills. Ability to work well both independently and as part of a team. Detail-oriented with excellent organizational skills. Proficient with Microsoft Office (Word, Excel). Experience with ERP accounting software, to include Great Plains/WennSoft software platform is a plus. Benefits & Perks: Comprehensive Medical & Dental Plans 401(k) plan with discretionary company match 100% Company paid $50,000 life insurance policy Option to buy additional life coverage without a physical or questionnaire Short-Term Disability Option Legal Resources Insurance Option AFLAC products; cancer, accident, enhanced hospitalization, critical illness, & enhanced dental Paid holidays and vacation leave Employee referral incentives Subject to random and post-accident substance abuse screening. Cox-Powell Corporation is an Equal Opportunity Employer.

City/State Charlottesville, VA Work Shift First (Days) (United States of America) Sentara Martha Jefferson Hospital is hiring an Authorization Coordinator II - Full Time Day schedule Required:HS Diploma or Equivalent Required:Health Insurance Authorizations, Health Insurance Verification or Registration/Billing experience - 2 years Medical terminology and ICD-10 knowledge required Martha Jefferson Hospital was founded in September 1903, by seven local physicians. In July 1904, the new hospital opened its doors. Since then, the hospital has focused on setting the standard for clinical quality and personalized healthcare services. Located in Charlottesville, Va., Martha Jefferson is a 176-bed facility featuring all patient-friendly private rooms. Benefits: Sentara offers an attractive array of full-time benefits to include Medical, Dental, Vision, Paid Time Off, Sick, Tuition Reimbursement, a 401k/403B, 401a, Performance Plus Bonus, Career Advancement Opportunities, Work Perks and more.Our success is supported by a family-friendly culture that encourages community involvement and creates unlimited opportunities for development and growth. Be a part of an excellent healthcare organization that cares about our People, Quality, Patient Safety, Service, and Integrity. Join a team that has a mission to improve health every day and a vision to be the healthcare choice of the communities that we serve! Talroo - Allied Health, coordinator, insurance verification, registration, billing Job Summary Responsible for reviewing clinical information obtained from physicians, department queues and other clinical providers, ensuring data is substantial enough to authorize services for appropriate visit account types. Analyzes clinical information to ensure the services requested are authorized according to clinical and payer protocols. Ability to properly obtain insurance eligibility, member benefits, obtain authorizations and complete pre-registration for the services requested. Validates accuracy of active insurance enrollment in the system prior to authorizing services. Responsible for assisting with covering work for other team members due to staff shortage, workload and or as deemed necessary my leadership. Responsible for assisting in managing team projects, collaborating with education and leadership on opportunity identification, resolutions, and implementation. Accurate assessment and review of patient treatment plans is required to include location and duration of care. Responsible for assisting with covering work for other team members due to staff shortage, workload and or as deemed necessary my leadership. Responsible for assisting in managing team projects, collaborating with education and leadership on opportunity identification, resolutions, and implementation. Must demonstrate the ability to be a critical thinker and the ability to collaborate positively with peers, leaders and department team members and leaders to fully support team and drive positive results demonstrated via key performance indicators. Required to stay up to date on payer authorization and benefit policies. Must demonstrate the ability to understand complex payer policy and treatment plans to secure authorization timely with correct documentational and with the appropriate payer requirements in a timely manner. Required to demonstrate excellent customer service skills with all customers to include patients, piers, department team members and leadership. Ability to act as a liaison between patients, physicians, clinical department, and insurance company. Medical terminology and ICD-10 knowledge required Responsible to secure semi complex, difficult authorization work as determined by payer behavior, time needed to authorize, opportunity research and key performance indicators. Required to have knowledge in modality and payer behavior. Accountable to problem solve, investigate and help resolve problems for work assignment. Must collaborate effectively with internal and external teams to reach desired results as determined by key performance indicators and leadership. Qualifications: HS - High School Grad or Equivalent Certified Healthcare Access Associate (CHAA) - Certification - National Association of Healthcare Access Management (NAHAM), Certified Healthcare Access Manager (CHAM) - Certification - National Association of Healthcare Access Management (NAHAM) Health Insurance Authorizations, Health Insurance Verification, Registration/Billing Skills Sentara Healthcare prides itself on the diversity and inclusiveness of its close to an almost 30,000-member workforce. Diversity, inclusion, and belonging is a guiding principle of the organization to ensure its workforce reflects the communities it serves. Per Clinical Laboratory Improvement Amendments (CLIA), some clinical environments require proof of education; these regulations are posted at ecfr.gov for further information. In an effort to expedite this verification requirement, we encourage you to upload your diploma or transcript at time of application. In support of our mission “to improve health every day,” this is a tobacco-free environment.

RN MDS Nurse / Resident Assessment Coordinator (RAC) Annandale Healthcare Center, a member of the CommuniCare Family of Companies, is currently recruiting an RN MDS Nurse / Resident Assessment Coordinator (RAC) to join our team. At CommuniCare, MDS Nurses are treated as key members of our Operations team. We appreciate your contribution to our facility's success! WHAT WE OFFER Beyond our competitive wages and Paid Time Off, we offer all full-time employees a variety of benefit options including: * Life Insurance * LTD/STD * Medical, Dental, and Vision * 401(k) Employer Match with Flexible Spending Accounts CATCH THE SPIRIT! When you join the CommuniCare family, you'll quickly catch the team spirit. Coworkers and residents become family, the workplace becomes a home, and a touch of spontaneity and fun keeps everyone smiling. Our core values promote an environment of respect, courtesy, and professional excellence where you can dedicate yourself to a career you love. Do you have what it takes to be an RN MDS Nurse with CommuniCare? QUALIFICATIONS & EXPERIENCE REQUIREMENTS * Graduate of an accredited school of nursing; RN * Valid RN license in the state employed * Three years of experience in a long term care environment preferred * Experience with the MDS/RAI process and/or case management preferred JOB RESPONSIBILITIES The MDS Nurse RAC (Resident Assessment Coordinator) reports to the Executive Director and is responsible for accurate and timely completion of mds assessments and coordination of the RAI process. Provides Medicare, Medicaid (case mix), and managed care oversight to ensure appropriate clinical services are provided and appropriate reimbursement is received for each resident. This includes ensuring that the centers are in compliance with federal and state regulations as well as the CommuniCare Family of Companies' guidelines and policies and procedures. This role serves as a key member of the facility's management team in helping the facility obtain/maintain quality outcomes. THE COMMUNICARE COMMITMENT A family-owned company, we have grown to become one of the nation's largest providers of post-acute care, which includes skilled nursing rehabilitation centers, long-term care centers, assisted living communities, independent rehabilitation centers, and long-term acute care hospitals (LTACH). Since 1984, we have provided superior, comprehensive management services for the development and management of adult living communities. We have a single job description at CommuniCare, "to reach out with our hearts and touch the hearts of others." Through this effort we create "Caring Communities" where staff, residents, clients, and family members care for and about one another.

About Us At Fisher Organization, the New England division of American Income Life, our mission is to protect the members of labor unions, credit unions, and various associations throughout the region. We're committed to safeguarding working families with supplemental insurance solutions, while fostering a company culture centered on personal growth and making a positive impact on our clients' lives. As a Top Place to Work in Boston, we are proud to lead the way in innovation, service, and client satisfaction. Location: Remote - Work from Anywhere! Home Office Location: Fisher Home Office, 222 Forbes Rd #101, Braintree, MA 02184 The Role We're seeking motivated individuals to lead, inspire, and collaborate with our remote team. This role focuses on delivering exceptional client service while providing opportunities to grow into a leadership position. If you're ready to lead from anywhere and elevate your career, this role is for you! Key Responsibilities Client Support: Respond to inbound and outbound client communications (phone, email, virtual platforms) with professionalism and care. Relationship Building: Foster long-term relationships by understanding client needs and delivering tailored solutions. Problem Solving: Handle client concerns proactively, ensuring quick and seamless resolutions. Process Improvements: Identify strategies to enhance client satisfaction and streamline operations. Collaboration: Partner with cross-functional teams to address client feedback and develop innovative solutions. Documentation: Keep detailed, accurate records of all interactions while maintaining compliance with organizational and industry standards. Qualifications 1+ years of experience in customer service, client relations, or a similar role preferred. Excellent verbal and written communication skills. Strong problem-solving and critical-thinking abilities. Self-motivated, disciplined, and capable of working independently in a remote environment. What We Offer Work Flexibility: Fully remote with the ability to set your own schedule in your preferred time zone. Professional Growth: Access to leadership training, mentorship programs, and opportunities to grow your career. Performance-Based Rewards: Competitive compensation with incentives tied to your success. Supportive Team Culture: Join a collaborative team that values innovation, teamwork, and mutual success. Location Eligibility This position is open to candidates in multiple locations except New York, Minnesota, and California. Industry: Insurance / Finance

A Client Coordinator is responsible for developing relationships with both internal stakeholders, as well as partners and learners to promote academic progression, retention and confidence with Penn Foster. The Client Coordinator is expected to act as a representative for the Client Support team, and liaise both internally and externally in all matters related to the student experience, their academic success and their progression. The Client Coordinator is expected to gain a full understanding of new and existing clients assigned to their portfolio. The successful candidate will also be responsible for collaborating with different work groups and departments to improve support, influence academic progression and enhance client satisfaction. They must be an advocate for positive change, championing causes that benefit our students, our employees, and the Company. **Essential Job Functions:** -Work closely with members of leadership to drive positive change within the department -Resolve tactical client escalations and inquiries in cooperation with other departmental resources, the Client Success team, IT support, Marketing, and Education -Collaborates with Client Support leadership and the advocate team to pro-actively identify challenges and opportunities to improve the learnert experience and their satisfaction with Penn Foster - Respond to and resolve complex partner issues through recognition, research, tracking, escalation and follow-up; works with leadership to implement processes to reduce or eliminate future roadblocks - Provide updates both internally and externally which demonstrate analytical insight and strategic problem solving, as it relates to learner and partner satisfaction, as well as academic progression - Where applicable, partner with clients and internal resources to create customized, targeted road maps and intervention strategies to encourage and advance student success - Performs other duties or responsibilities as required or requested **Knowledge, Skills, Abilities:** Education: Associate Degree or higher required Experience: 1-3 years of B2B customer service experience preferred Computer Skills: Strong computer skills required; Experience and fluency with Microsoft Office is required **Other Requirements:** • Strong written and verbal communication skills • Analytics experience preferred • Client and project management expertise • Ability to be flexible and adaptable to change • Effective problem-solver • Display patience and empathy with students and clients • Must be able to handle escalated situations and have difficult conversations • Ability to work as part of a team and/or individually • Ability to work effectively with multiple deadlines At Penn Foster Group, we are transforming online learning to help learners by bringing together Penn Foster, CareerStep, Ashworth College, James Madison High School, the New York Institute of Photography, the New York Institute of Art and Design, and other education platforms. Together, we create an accelerated path to greater economic mobility through real-world skills and knowledge that enable learners to achieve long-term success in the workplaces of the future. Our history dates back to 1890 when our founder, Thomas Foster, pioneered distance education by offering training by mail for coal miners to get the necessary skills for safer jobs. Today, with the partners who use our education and training programs, we continue that mission of providing accessible training and education for in-demand skills and are building a workforce that's prepared for the future job market. **Equal Employment Opportunity:** We strive toward Diversity, Equity, and Inclusion at Penn Foster Group by intentionally building diverse teams - in identities, lived experiences, and ideas to create a culture where people feel connected to each other and have a sense of belonging. We value diversity, equity, and inclusion because it is the foundation that enables us to achieve what we set out to do as an organization - from maximizing the number of learners who can reach their goals while giving them the kinds of experiences we want them to have, to becoming the type of company we want to work in. **What We Offer:** We offer a robust benefits package that includes medical, dental, vision, flexible spending, generous paid time off, sponsored volunteer opportunities, a 401K with a company match, and free access to our online programs. **This position is fully remote in PA, FL, GA, IL, IN, NC, SC, TN, TX, UT, WI, AL, KS, LA, MA, MI, MO, NH, OH, OK, VA, AZ, CO, MN, NJ, NY only.** **Other details** * Pay Type Hourly

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

Foley is looking for a committed Client Onboarding Specialist to connect with our clients and steer them through a hassle-free onboarding experience. To build relationships, grant web portal access, deliver demos, manage expectations, and provide tech support. We're after a customer-focused problem solver with stellar relationship management skills. Foley has been a trusted partner to motor carriers of all sizes. Our technologically advanced approach to DOT compliance automates many of the background screening and compliance requirements motor carriers must comply with- making it easier for them to onboard and retain the right driver for their business. At Foley we just don't help our customers stay compliant - we help them thrive. **THIS IS A REMOTE OPTION FOR THE FOLLOWING STATES** **CONNECTICUT-MASSACHUSETTS-FLORIDA-SOUTH CAROLINA-TEXAS-GEORGIA** Key Responsibilities: * Reach out to new clients, promptly using power dialer systems. * Spearhead the onboarding journey for small market clients, addressing their unique needs. * Ensure client satisfaction through swift communication and attentive follow-ups * Maintain high client satisfaction through responsive communication and proactive follow-ups. * Manage and set clear client expectations. * Deliver in-depth training through client portal demonstrations * Coordinate tasks, track timelines, and communicate updates to both Foley and the client. * Provide thorough training through client portal demos. * Become an expert in our products, services, and industry regulations to offer informed support. * Maintain accurate client information in our core business systems. * Protect company and customer information according to our policies. **Requirements** * Bilingual English and Spanish * Remote experience preferred * Bachelor's Degree or equivalent experience. * · 1-3 years of customer service experience is required. * · Proficiency in Microsoft Word, Excel, and Outlook is essential. * · Demonstrated ability to tailor client-focused solutions to meet individual needs. * · Proven capability to manage multiple projects simultaneously, with meticulous attention to detail. * · Self-motivated with a track record of success in a results-driven environment. * · Strong prioritization skills. * · Exceptional critical thinking and problem-solving capabilities. * · Impeccable attention to detail and commitment to meeting deadlines. **Benefits** The position offers * Compensation $18-$18.75 * Opportunities for professional growth * A supportive work environment that values ideas over egos Benefits include: * Comprehensive health * Dental * Vision * Generous vacation time * Sick time * Personal time * 401K plan with a match WHAT YOU'LL LOVE ABOUT FOLEY · The people! Our employees and customers consistently express the best thing about Foley is our close-knit, exceptionally talented teams. Check out our customers feedback - on Trustpilot. · Outstanding benefits. 3 medical plans to choose from, 2 level dental, and 2 level vision plans. Generous vacation, sick, and personal time off. 401K plan with a match. We've got your back so you can live your best life. · It's about ideas over egos. You will have the freedom to explore new ideas and approaches in an entrepreneurial environment, supported by a collaborative team. · Professional growth. We open our roles to our employees first and encourage them to apply for growth opportunities. Our People Operations team is available to discuss career growth and help put a plan in place, helping employees achieve the growth they crave. · Our environment! We celebrate success and believe in transparency and teamwork to get us there. We invest in collaboration tools so you can meet with your team face to face. Many of our roles are remote and we want to ensure our employees are engaged and can interact with their peers in a virtual space. What We Do, How We Do It Too often, companies use a piecemeal approach when it comes to screening drivers. They might use one vendor to help recruit. Another to screen. And still, another to address the complex world that is compliance. This approach is inefficient, expensive, and redundant. Not to mention, it makes it too easy for things to fall through the cracks. At Foley, we've built a company that effortlessly manages these three areas under one roof: recruit, screen, comply. Thanks to powerful technology combined with our compliance expertise, we're able to deliver a comprehensive solution to our customers and, as a result, a better overall customer experience. Where We're Headed We're always developing new solutions to slay tomorrow's recruitment, screening, and compliance monsters. At the core of these solutions is our vast collection of data-and the many ways to leverage it, whether that's developing software to calculate a company's compliance risk or implementing predictive analytics to identify the best drivers. What It's Like to Work with Us Diving deep into a niche industry and becoming an expert . . . Continually growing and advancing . . . Making lifelong friends during the process . . . That sums up what it's like to work for us. We're a 250+ person company on the verge of explosive growth thanks to our AI-powered technology-and where it's headed with predictive analytics. If you'd like to board our rocket ship, check us out: Keywords: Customer Onboarding Coordinator New Client Integration Specialist Client Welcome Associate Client Implementation Coordinator Onboarding Experience Specialist Client Engagement Facilitator Customer Integration Manager Client Onboarding Coordinator Onboarding Relationship Specialist Client Success Onboarding Specialist Welcome and Integration Specialist Customer Experience Onboarding Specialist New Account Integration Associate Client Onboarding Manager Client Adoption Specialist

See our Client Experience · Remote · Fully Remote **Client Experience Specialist (MT or Central Time)** **About OnPay,** **OnPay is a fast-growing software company headquartered in Atlanta offering a modern cloud-based payroll, HR, and benefits solution for small to mid-size businesses. We're currently seeking talented and curious individuals to join our team. We want to hear from you if you are interested in becoming a part of an exciting and fast-growing company!** The goal of the Client Experience team is to foster valuable partnerships with our clients through each interaction. We hold ourselves to the highest standards, providing CX members with extensive training in payroll, taxes, and, of course, the OnPay system itself. We provide our clients with efficient and effective product support so that they can get back to doing what they do best! We are currently seeking one Client Experience Specialist for coverage in the Mountain or Central time zone. ***Duties/Responsibilities:*** * Provide Tier 1 customer support regarding the resolution of issues and/ or questions via the online portal, phone, and chat * Learn and navigate OnPay systems to respond to client issues efficiently * Effectively troubleshoot problems and identify solutions for clients as well as other internal teams * Respond to client inquiries promptly and courteously * Ensure that documentation of client issues and resolution are comprehensive and accurate * Ask relevant questions to define the root cause of a problem and utilize resources to generate accurate solutions * Consistently meet role-related goals ***Traits and Skills We Seek:*** * Excellent customer service skills * Respond promptly and professionally to customer inquiries * Must be coachable and willing to learn * Ability to manage multiple tasks simultaneously. * A desire to make a meaningful impact at a fast-growing, exciting company. * Superior interpersonal skills with the ability to work with various types of clients. * Self-starter with a sense of urgency. * Detail-oriented and very organized. * Problem solver enjoys helping others. * Great listener while showing attentiveness, flexibility, patience, and empathy. * Excellent written and verbal communication. ***Education and Experience*** * 1-2 years of customer service experience * Previous experience in the Payroll Industry or related * Must be willing to obtain the FPC certification within one (1) year of employment * College experience (degree strongly preferred). * Working knowledge of Accounting / Bookkeeping, HR, Payroll, tax, or related. ***Perks:*** * A casual team-oriented environment with a solid work/life balance and flexible work options * Competitive pay, including bonuses and stock options * Four weeks of paid time off plus paid holidays and generous Parental Leave * Medical, Dental, Vision, Short-term/Long-term Disability, and Life Insurance * On-site training at our Ponce City Market HQ * Stocked kitchen with a variety of snacks and drinks * Ponce City Market employee discounts & more! **Our pay rate for this role is $25/hr. Final offer amounts are determined by multiple factors, including candidate experience, location, and expertise.** **Recruiting Fraud Alert:** **To all candidates: your personal information and online safety are top of mind for us. At OnPay, recruiters only direct candidates to apply through our official career page at careers.onpay.com** **Recruiters will never request payments or ask for financial account information or sensitive information like social security numbers. If you are unsure if a message is from OnPay, please email *****************.** OnPay is proud to be an equal-opportunity workplace dedicated to pursuing and hiring a diverse workforce. We want candidates from multiple backgrounds and lifestyles to create a broader set of perspectives. We make all employment decisions without regard to gender, sexual orientation, gender identity, race, color, religion, age, pregnancy, national origin, veteran status, disability, or any other classification protected by applicable laws. Department Client Experience Locations Remote Remote status Fully Remote Client Experience · Remote · Fully Remote **Client Experience Specialist (MT or Central Time)** * - You visit our Career Site (you being a “Visitor”) - You connect with us via our Career Site, to create a profile with us and receive information about current or future vacancies with us (you being a “Connecting Candidate”) - You apply for a position with us, via our Career Site or a third party service (you being an ”Applying Candidate”) - We collect information about you from other parties, sites and services, since we believe your profile is of interest for our current or future vacancies (you being a “Sourced Candidate”) - We receive information about you from our employees or partners, since they believe your profile is of interest for our current or future vacancies (you being a “Referred Candidate”) - We receive information about you from a Candidate, who lists you as their reference (you being a “Reference”). * **Device information** - If you visit our Career Site, we will collect information about your device, such as IP address, browser type and version, session behaviour, traffic source, screen resolution, preferred language, geographic location, operating system and device settings/usage. * **Technical and statistical data** - If you visit our Career Site, we will collect technical and statistical data about your use of the site, such as information about which URLs you visit, and your activity on the site. * **Communications data** - We will collect and store your communication with us, including the information you provided in the communication. This may include the content of emails, video recordings, messages on social media, the information you add to your account with us, surveys, etc. * **Contact details** - Such as your name, email address, telephone number and physical address. * **Data from interviews, assessments and other information from the recruitment process** - Such as notes from interviews with you, assessments and tests made, salary requirements. * **Information in your application** - Such as your CV, cover letter, work samples, references, letters of recommendation and education. * **Information in your public profile** - Meaning the information we collect about you from public sources related to your professional experience, such as LinkedIn or the website of your current employer. * **Information provided by references** - Meaning the information we receive from our employees or partners who refer you to us, or by the persons you have listed as your references. * **From public sources.** We may collect personal data about you from public sources, such as LinkedIn or the website of your current employer. * **From our references.** We may receive information about you from our employees or partners (such as recruitment service providers), when they believe your profile is of interest for our current or future vacancies. * **From your references.** If you provide us with references, we may collect information about you from them. * **Data we create ourselves or in cooperation with you.** Information about your application and profile is usually created by us, or by us in cooperation with you, during the recruitment process. This may for example include notes from interviews with you, assessments and tests made. **Privacy policy for the OnPay employer branding and recruitment** Date of publication: 07-06-2024 We at OnPay manage our employer branding and recruitment process through our (the “Career Site”), and by using a related applicant tracking system. In this privacy policy, we explain how we process your personal data if: This privacy policy also describes what rights you have when we process your personal data, a

The Business Account Manager will be responsible for maintaining and expanding relationships with our existing clients, as well as identifying and pursuing new opportunities to align clients with our technical best practices. The Business Account Manager is positioned to engage with clients that are subscribed to one or more our stand-alone IT solutions. Meeting with clients on an annual basis or other cadence set by VC3, the Business Account Manager brings forward security recommendations and opportunities to discuss and identify where technology can solve business problems or be leveraged to improve business outcomes. Pairing that content with an ongoing understanding of the customer's business reality, goals, and concerns, they facilitate conversations containing outcome-driven technology investments for the customer. Our consultative approach is key in keeping VC3 as a market leader in managed I.T. services. The Business Account Manager is the primary point of contact for clients and will be responsible for developing and implementing strategies to help them achieve their goals. In addition to external responsibilities, it is critical that the Business Account Manager identify opportunities for VC3 to improve upon existing services or add new high value services. We are a data driven company. We search for and analyze trends in the global marketplace and across our client base. The Business Account Manager combines this analysis with a basic business understanding to progressively improve alignment of our offerings with the customer's needs. **Our People:** Our team members are collaborative, positive, and dedicated to mutual success. Transparency isn't just a buzzword here; it's a commitment to open communication, ensuring every voice is heard and valued. Guided by our core values - Passionately Curious, Own It, Go Beyond, and Serve as One - we're here to create something extraordinary together. **Our Core Focus:** Our team members play a pivotal role in our focus: Serving those who serve with technologies for today and tomorrow that make life safe and simple. With nearly 30 years of specialized expertise, our team goes beyond conventional boundaries, delivering tailored managed services and cybersecurity solutions to our clients. **Your Growth:** We are a growth minded organization that prioritizes development, offering numerous opportunities for career advancement. Rooted in our core value of being Passionately Curious, VC3 offers a dynamic learning environment, emphasizing hands-on experiences and formal development programs that celebrate continuous learning to propel your career forward. Department Client Strategy and Solutions Employment Type Full Time Location USA - Remote Workplace type Fully remote ** Key Responsibilities** Client Relationship Responsibility * The BAM (Business Account Manager) is responsible for maintaining a relationship with the decision-making contact at each client assigned to them. * The BAM is responsible for developing an understanding of each client's business goals, needs, challenges and interests. Additionally, any compliance or regulatory requirements related to technology use. The BAM may need to act as the client advocate internally within VC3 based on that understanding, so we are prioritizing and acting in a way that benefits the client. * The BAM is responsible for acting as the consultant to the client regarding adopting our technology solutions that align with their business, and to support technology investment which advances the needs of both VC3 and the client. * The BAM is responsible for responding to client communications, or to connect the customer with a more appropriate resource for those needs in a timely manner or advising a customer of an expected timeline or future conversation where they will address the customer's need. * The BAM assumes the day-to-day responsibilities of a Customer Relationship Manager on an operational or reactive basis. * The BAM supports the transition of existing clients from Managed Service Agreements to one or more stand-alone IT subscriptions, assisting in expectation setting and relationship building with the key decision makers involved. * The BAM ensures the list of renewable IT subscriptions with VC3 is accurate. Client Meeting Responsibility * The BAM is responsible for scheduling, preparing, and holding customer facing meetings for their assigned clients. These meetings would be annual, or on another cadence set by VC3 management. * The BAM is responsible for understanding and providing the business need and business outcome aspects required for the internal process to scope, estimate, and then present solutions for the customer. * The BAM is responsible for conducting these meetings with the customer. Expectation is that these meetings drive alignment to our standards, outline next steps and get customer approval on them. * The BAM is responsible for helping the customer understand where further alignment to our solutions improves their business outcomes. Technology Awareness Responsibility * The BAM is responsible for understanding VC3 technology solutions and standards, the customer's adherence or needs relating to those standards, and using the appropriate internal platforms to drive that ongoing alignment. * The BAM is responsible for identifying areas where new technology solutions are needed by clients or capture where other internal teams identify that need. Additional Responsibilities: * Everyone is responsible for good documentation in our internal systems, including the BAM. * Everyone is responsible for supporting clear understanding of what their role is, and the responsibility of other roles, including the BAM. This applies both to internal teams, and clients. * Maintain accurate and up to date timesheets and other administrative tasks as assigned. * Attending training & team meetings as required. * Support relationships between VC3, our clients, and 3rd party providers. * The role may require flexibility due to travel, customer availability or special events. * Leverage the relationship with the client to support VC3 business initiatives. * Collaborate with internal teams to ensure outstanding delivery of services. * Act as an intermediary and trusted consultant between company operations and clients. * Additional duties as required ** Skills, Knowledge and Expertise** * **Business Analysis**: A BAM must be able to identify and assess a client's business goals, needs and perceptions. By performing analysis on that information and working with various teams within VC3, this information is transformed in to winning solutions for the client. * **Data Analysis**: The BAM must have the necessary experience and knowledge to assess the internal performance metrics of their client base. These metrics will include analysis of Key Performance Indicators that define client use, like costs, and profit. The ability to assess a client's use of VC3 services is also key in identifying long running issues. * **Relationship Building**: Must demonstrate the ability to build and manage relationships with clients (internal and external) through consistent and proactive communications. This is most effective by acting responsive and being reliable to client needs. * **Collaboration**: The BAM will need to network throughout the organization to pull in the appropriate resources to address the customer's needs throughout their lifecycle. * **Consultative Selling**: The BAM must demonstrate the ability to successfully sell and validate revenue opportunities with an “IT solutions” approach to selling. Through defining IT requirements, the BAM will show value by recommending additional VC3 IT products and services. * Strong organizational, time management, presentation, and customer service skills. * 3+ years of

* Posted 09-Dec-2024 (EST) * Brokerage * Glen Allen, VA, USA * Salary * Full Time * *Medical, Dental, Vision, 401 (k) with match, ESOP, PTO, Summer Fridays, Telecommuting one day per week* Email Me This Job **Reports To :** Client Coordinator Manager **Primary Functions:** Responsible for client service activities such as transaction support and agent administrative support for multiple agents. The Client Coordinator will interact with various departments within the organization on behalf of the agents to ensure they are able to meet the needs of their clients. **Education:** Bachelor's degree (business, communications, a plus) **Experience** : Minimum of two years administrative/marketing support work experience preferably in real estate or professional organization **Qualifications:** Must have excellent computer skills with an advanced knowledge of Microsoft Word, Excel, Photoshop, and PowerPoint. Must have high level of proficiency with Adobe Acrobat. Proven responsiveness, accuracy, and extreme attention to detail in their work are vital. Salesforce/CRM experience is a plus. The ideal candidate is a self-directed individual who will have a strong ability to effectively plan, organize, multi-task, prioritize and meet deadlines. Capacity to take direction from multiple sources and collaborate with multiple personalities to gain understanding of agent/client needs. Basic understanding of commercial real estate fundamentals is preferred. Willing to learn new software when and if needed. Having a collaborative and team-focused outlook is critical. **Essential Accountabilities:** * Provide back-up to other Client Coordinators through daily teamwork * Perform general administrative tasks, including but not limited to, data entry, photocopying, printing & binding of marketing packages, telephone calls etc. * Perform credit checks * Organize and prepare real estate transaction documents, i.e. leases, contracts, LOIs, etc. * Make edits to Flyers and Presentations * Signage Orders * Other tasks and duties as assigned. **Demonstrated Technology Competencies to include:** * Excellent proficiency in Microsoft Word, Excel, Photoshop, and PowerPoint, as well as Adobe Acrobat. * Assist with creating/editing the content of marketing materials and other projects as needed. * Knowledge of Google maps or similar mapping program a bonus. * CRM experience a plus. **Demonstrated Professional Competencies to include:** * Effective communication skills * Maintain a positive attitude * Detail oriented individual who can multi-task * Ability to work independently as well as part of a team * Capacity to prioritize multiple projects for timely completion Cushman & Wakefield Thalhimer is an Equal Opportunity Employer You must select a location. You must select an education status answer. You must select a seeking status answer.