Post job

GoHealth jobs

- 153 jobs
  • Manager, External Reporting and Technical Accounting

    Gohealth, Inc. 4.6company rating

    Gohealth, Inc. job in Illinois

    GoHealth is a leading health insurance marketplace and Medicare-focused digital health company. Through the efficient, multi-tiered guidance of our highly specialized licensed insurance agents, GoHealth meets Medicare consumers where they are in their enrollment journeys and empowers them to choose the plan and carrier best suited for their healthcare needs. Our extensive industry expertise, including the use of data science and machine learning with key investments in proprietary technology, helps consumers cut through the confusion and enroll confidently. Learn more about the GoHealth Culture in this video. Why Apply: As an industry leader in the Medicare marketplace, we are compelled to not only embrace change but to actively be the change to adapt to our consumers complex needs. We believe in hiring risk-takers, innovators, and collaborators within our industry to create individualized, simplified healthcare solutions for our beneficiaries. Our #TeamGoHealth employees are at the core of our collective success; that's why we are committed to discovering the best in-class talent and ensuring that each team member receives the development tools and support they need to flourish in their professional endeavors. We also understand that you may not check every box in our requirements list -- most applicants don't! In fact, frequently cited statistics show that women and underrepresented groups apply to jobs only if they meet 100% of the qualifications. GoHealth encourages you to break that statistic and to apply today! About the role: The External Reporting and Technical Accounting Manager will be responsible for the preparation and analysis of financial reporting and financial results, both for internal and external purposes, including the preparation of 10-Qs, 10-Ks, and other SEC reporting, which will require the ability to work cross-functionally with other leaders throughout the organization. The External Reporting Manager will also be responsible for the drafting of monthly, quarterly and annual financial statements in compliance with US GAAP. The manager will work across numerous departments to achieve high quality deliverables and work products. The Technical Accounting and Financial Reporting Manager is a full-time role and reports directly to the Controller, with visibility and close working relationships with leaders across the Company. This position will also be a key contributor in the research, interpretation, and implementation of technical accounting and financial reporting guidance. This role is ideal for a self-starter, who has a strong technical accounting and financial reporting background, with the ability to exercise professional judgement, work independently, perform key analyses, possess a focus on process improvements and a keen problem-solving ability and willingness to undertake any responsibility in support of the needs of the team and the organization. What you'll do: * Develop a detailed understanding of the Company, its products and services, its markets and its internal organization in order to understand financial results. * Assist with the Company's financial accounting and reporting functions, including the preparation of quarterly and annual reporting (10-Qs, 10-Ks, and other SEC reporting) * Assist in the month-end, quarter-end, and year-end financial consolidation processes, and help identify and implement areas for improvement and increased efficiency * Record journal entries and prepare reconciliations over complex accounting areas such as share-based compensation and debt * Research new accounting and financial reporting rules and regulations, and work closely with the accounting and finance teams to understand the impacts on financial results, including how changes to financial accounting standards will impact results * Perform research on technical accounting matters and document related memos * Maintain updated documented process narratives, and/or accounting policies and procedures for areas of responsibility * Assist in the implementation of new financial accounting and reporting standards, including the development of related disclosures and implementation controls * Work directly with and assist external subject matter experts around highly technical accounting areas, as needed Essential Functions: * Research and analyze new and existing accounting and reporting pronouncements, utilizing authoritative guidance and determining external disclosure requirements * Prepare technical accounting memos to document accounting conclusions and support positions taken on complex transactions * Support the implementation of new accounting standards and policies * Support the Business Development group by assessing and effectively communicating the potential accounting impacts of internal and external growth opportunities, including new joint ventures and M&A activity * Support in the development and implementation of accounting policies and procedures to enhance internal controls and ensure compliance with regulatory requirements. * Assist in the implementation of an Enterprise Resource Planning (ERP) system, providing technical expertise on accounting requirements, data migration, and process optimization. * Assist in supporting external auditors for quarterly reviews and annual audit * Ensure compliance with GAAP and SEC accounting and reporting standards * Prepare external financial statements and ensure compliance of and disclosures with relevant accounting and reporting standards * Review new contracts to assess and document appropriate GAAP treatment * Develop an in-depth understanding of significant transactions to assess their impact to all disclosures * Support ad hoc requests from executives to support business decision-making What we're looking for: * Bachelor's Degree in Accounting required, * CPA required * 6+ years of progressive experience in accounting, with a focus on technical accounting and financial reporting required * Big 4 or top tier public accounting experience required * In depth knowledge of US GAAP reporting requirements * Working knowledge of Workiva or similar SEC filing system * Excellent communication skills * Excellent attention to detail and accuracy, with a commitment to meeting deadlines in a fast-paced environment * Advanced proficiency in Microsoft Excel and accounting software * Ability to collaborate effectively across departments and influence decision-making at all levels of the organization. * Motivated by and thrives in a fast-paced environment with frequent ad hoc requests and changing priorities. Location: Hybrid (3 days onsite at Merchandise Mart, Chicago IL) Pay Range: $130,000 - 150,000 The salary range for this position reflects an expected offering for this position and does not include annual bonus targets. An employee's actual annual salary will be based on careful consideration of additional factors such as (but not limited to): location, relevant experience/level and skillset, education and training, internal equity as well as the scope and responsibilities of the position and market considerations. Benefits and Perks: * Open vacation policy because work life balance is important * 401k program with company match * Employee Stock Purchase Program * Medical, dental, vision, and life insurance benefits * Paid maternity and paternity leave * Professional growth opportunities * Generous employee referral bonuses * Employee Resource Groups * GoHealth is an Equal Opportunity Employer #LI-SR!
    $130k-150k yearly 40d ago
  • Remote Sales Representative

    Asurea Insurance Services 4.6company rating

    Remote or Chicago, IL job

    Remote Sales Representative Must be authorized to work in the US no work visas offered at this time Organization Description At The William Agency we provide a range of life insurance solutions that include mortgage protection disability retirement protection term life whole life and more Our primary focus is on creating a life that uplifts your spirit and empowers you to make a positive impact on clients lives We have fostered a growth oriented culture that allows our representatives to genuinely help clients without the burden of high pressure tactics or sales quotas Job Details 100 TRAINING PROVIDEDNo prior sales or insurance experience is necessary We are looking for motivated and ambitious individuals who care about helping families Whether youre just starting out or already have some experience we want you to join our team Our main focus is on Mortgage Protection Insurance which means we help families with their mortgage and final expense insurance needs We work with more than 20 top rated insurance companies so we can offer the best and most affordable options to our clients Youll also have access to other insurance products like Final expense Medical supplements Indexed universal life Annuities As a team member youll have the chance to make a positive difference in families lives And the best part is youll have the flexibility to work on a commission basis We care about work life balance and provide all the support and resources you need to succeed When you join us youll receive training using a proven system including a phone script that helps you set up appointments with clients in their homes Youll also have access to presentations that work well during in home meetings Youll spend about an hour with clients helping them choose the best and most affordable program for their family For each family you protect you can typically earn around 500 as your commission We offer Comprehensive training programs like bootcamps and conferences Regular conference calls and support from personal mentors giving our agents a competitive advantage in the industry It doesnt matter if youre already experienced just starting out or looking for a part time opportunity youll have access to the best training and marketing platform available Our industry leading producers and leaders will provide ongoing mentorship and support to help you succeed Our proven sales system is the reason why weve been growing rapidly almost doubling our success every year for the past 7 years Were the fastest growing organization in the country Weve revolutionized the industry which means our full time agents can enjoy a great work life balance As for what you can earn this is a 1099 sales position meaning youll work on commission only On average you can expect to earn around 500 per application Full time underwriters typically write about 4 10 applications per week In your first year if youre a part time agent following our system you can make approximately 30000 to 60000 Full time agents who follow our system can make around 75000 to 180000 in their first year Qualifying agents also have the opportunity to earn a 5 commission increase every two months By applying for this position you agree to receive communication via phone email and text Responsibilities Your main role as a Remote Work Sales Agent will be to assess the needs of families seeking insurance coverage specifically for mortgage protection or final expense insurance all while working from the comfort of your own home You will learn how to present suitable insurance solutions to clients through virtual meetings making sure they understand their options Building relationships with clients and providing top notch customer service will be crucial even when interacting remotely Collaboration with your team members using communication tools and online platforms is important to reach sales targets and help the company grow Its important to stay updated on industry trends and product knowledge so you can educate clients effectively utilizing online resources and training materials Keeping accurate records of client interactions and transactions is essential for proper documentation and follow up using remote work tools for organization Youll have access to exclusive leads so you wont need to make cold calls and youll have the flexibility to reach out to interested clients remotely The company will provide you with the necessary virtual tools and resources to conduct appointments with clients from your own home During these virtual appointments youll use presentations that have worked well in the past to help clients choose the best insurance program for their family leveraging remote collaboration platforms Youll also be working closely with your team utilizing online communication tools to ensure everything runs smoothly in the remote work environment Requirements Good communication and people skills are important for effectively interacting with clients even in a remote setting You should be comfortable presenting information virtually and engaging clients through online platforms Having a strong drive to succeed and being motivated are key qualities for this remote role as youll be responsible for managing your time and productivity While youll have independence in your work its important to also be a team player and contribute to the companys growth utilizing remote collaboration tools and participating in online team activities Being comfortable with technology and willing to learn relevant software and tools for remote work is essential for success in this role The company will provide training opportunities that youll need to attend online to improve your skills in the remote work environment If you dont already have an active life insurance license the company can help you obtain one even while working remotely The William Agency Regional Sales Manager No agents success earnings or production results should be viewed as typical average or expected Not all agents achieve the same or similar results and no particular results are guaranteed Your level of success will be determined by several factors including the amount of work you put in your ability to successfully follow and implement our training and sales system and engage with our lead system and the insurance needs of the customers in the geographic areas in which you choose to work SFG0052390
    $65k-78k yearly est. 60d+ ago
  • DO NOT USE - test req

    Unitedhealth Group 4.6company rating

    Chicago, IL job

    * Work closely with Product Manager to define and monitor product features according to product roadmap, strategy and vision. * Actively plan and prioritize the product feature backlog according to business value and clearly define priorities for the product team. * Work closely with the delivery team to ensure stories in the upcoming sprint are fully understood and stories in future sprints are well groomed & estimated. * Lead the planning of product releases and sets expectations for delivery of new features with stakeholders. * Write detailed user stories and define acceptance criteria at a pace to ensure the product team always has an adequate number of prepared stories to work on. * Define the sprint goals in coordination with the product team and drive the team to deliver promised value. * Actively participate during Agile ceremonies to provide immediate answers and direction to the product team based on domain expertise. * Facilitate sprint planning and backlog refinement by collaborating with the Scrum Master. * Create a sense of common goal for the team based on the product vision. Regularly engages with the product team to guide priorities, refine features, define functional requirements, and help address blockers impacting successful team completion of sprint goals. * Work in collaboration with stakeholders to understand their expectations and help the team understand how to set up for successful user acceptance testing with stakeholders. - Undergraduate degree or equivalent experience. Required: * 5+ years - Experience with application development as an agile technical product owner/manager on Scrum, Kanban * 5 years - Experience with writing acceptance criteria-based user stories, organizing user acceptance testing * 5 years - Experience with analytical thought process to aid with prioritization and negotiation * 4 years - Experience with Rally or Atlassian Jira and Atlassian Confluence Preferred: * Domain knowledge around the product that will be owned. * Discuss issues and questions related to claims data analysis, issue documentation work with business stakeholders to review and resolve these issues * Perform analysis of pharmacy/healthcare data * Demonstrable the ability to break business needs into requirements and define those in a written format that allows the delivery teams to align behind the product vision. * Outstanding communication, organizational, collaboration and relationship building skills. * Strong analytical and problem-solving skills. * Agile Experience and Certified Scrum Product Owner. * Travel up to 0-5% of the work time (if living outside ILLINOIS) **Technology Careers with Optum.** Information and technology have amazing power to transform the health care industry and improve people's lives. This is where it's happening. This is where you'll help solve the problems that have never been solved. We're freeing information so it can be used safely and securely wherever it's needed. We're creating the very best ideas that can most easily be put into action to help our clients improve the quality of care and lower costs for millions. This is where the best and the brightest work together to make positive change a reality. This is the place to do **your life's best work.** **SM** Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
    $50k-66k yearly est. 60d+ ago
  • Remote Territory Sales Executive

    Asurea Insurance Services 4.6company rating

    Remote or Chicago, IL job

    Remote Territory Sales Executive Organization Description The Gilbert Agency is a premier Marketing Organization serving clients and businesses in the financial services market Designed from the ground up by industry veterans The Gilbert Agency provides a proven client integration system digital application processes and innovative technology to become a leader in the segment With the driving force of progressive and proprietary technology a competitive portfolio of services and state of the art training The Gilbert Agency has created a company that has become recognized as the innovative leader and preferred provider for its clients and field force Job Details Were looking for a highly motivated self starter to fill this open position The ideal candidate will have a strong customer service background and a passion for helping people with innovative solutions A successful candidate is able to communicate effectively and build rapport easily with customers and will utilize their experience with customer service and sales with us here For those who have proven leadership experience we may find mutual benefit to discuss elevated leadership promotions Responsibilities Acting as a point of contact between clients and the company Negotiating terms of sales and agreements and closing sales with customers Gathering market and customer information to figure out the client needs Responding to client inquiries and resolving their objections to get them to make a purchase Advising product development on improvements and discussing special promotions Creating proposal documents as part of the sale Providing clients with detailed and accurate quotations and cost calculations Preferred Skills and Qualifications Excellent verbal and communications kills Good listening skills and attention to details High level of resilience and the ability to handle objections Excellent interpersonal skills and the ability to flourish in a competitive industryA great sense of self motivation ambition and determination Ability to achieve desired results both individually and as part of a team Preferred previous sales andor customer service experience Good self management skills and ability to prioritize tasks effectively The Gilbert Agency Remote Territory Sales Executive No agents success earnings or production results should be viewed as typical average or expected Not all agents achieve the same or similar results and no particular results are guaranteed Your level of success will be determined by several factors including the amount of work you put in your ability to successfully follow and implement our training and sales system and engage with our lead system and the insurance needs of the customers in the geographic areas in which you choose to work
    $140k-198k yearly est. 60d+ ago
  • Schedule Specialist

    Unitedhealth Group Inc. 4.6company rating

    Remote or Granite City, IL job

    Explore opportunities with [agency name], a part of LHC Group, a leading post-acute care partner for hospitals, physicians and families nationwide. As members of the Optum family of businesses, we are dedicated to helping people feel their best, including our team members who create meaningful connections with patients, their families, each other and the communities we serve. Find a home for your career here. Join us and embrace a culture of Caring. Connecting. Growing together. As the Scheduling Specialist you will managing patient referrals and visit schedules. Assigns patient assessments and other visits as ordered by the physician using an online scheduling system. Collaborate with the Team Leader to identify clinicians with the appropriate experience and skill set to match patient needs. You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges. Primary Responsibilities: * Utilizes an automated scheduling system to maintain a calendar of services for both episodic and per visit customers * Processes workflow for requested scheduled, missed, rescheduled, reassigned, declined, and delivered visits * Monitors pending referrals daily and assigns licensed professional and case manager for all start of care visits * Communicates daily with field staff regarding any visits unaddressed in late, pending, or incomplete status for resolution as appropriate You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in Required Qualifications: * High school education or equivalent experience Preferred Qualifications: * 1+ years of scheduling experience in a health care setting using an online scheduling system * Exceptional organizational, customer service, communication, and decision-making skills * Working knowledge of state and federal regulations governing OASIS visits, supervisory, and reassessment visits * All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $14.00 to $27.69 per hour based on full-time employment. We comply with all minimum wage laws as applicable. Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
    $14-27.7 hourly 6d ago
  • EDW Medicaid Subject Matter Expert or Data Specialist - Remote

    Unitedhealth Group 4.6company rating

    Remote or Chicago, IL job

    Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start **Caring. Connecting. Growing together.** This position is a Medicaid Subject Matter (SME) Expert for the Enterprise Data Warehouse supporting the State Medicaid program. This role requires significant expertise of Medicaid Enterprise System modules and data warehousing or decision support systems. This role provides the guidance and direction to support a large data warehouse implementation and maintenance & operations. The selected SME will provide the required decisions for the business and technical team members to modify, change, enhance or correct within the system, related to claims, provider, and recipient data. Roles in this function will partner with stakeholders to understand data requirements and support development tools and models such as interfaces, dashboards, data visualizations, decision aids and business case analysis to support the organization. Additional roles include producing and managing the delivery of activity, value analytics and critical deliverables to external stakeholders and clients. This is a telecommute position with some ( You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges. For all hires in the Minneapolis or Washington, D.C. area, you will be required to work in the office a minimum of four days per week. **Primary Responsibilities:** + Provide direction, guidance and recommendations supporting decision making for large Medicaid data warehouse implementation and operations + With the specialized knowledge of the Medicaid and Children's Health Insurance Programs (CHIP), lead and guide internal and external stakeholders to make determinations relating to complex processes involving claims processing/adjudication, recipient eligibility, provider enrollment, and third-party liability + Proactively identify and understand state Medicaid agency data needs and determines the recommended solution to meet them with credible reason, justification and validated proof of concepts + Direct technical and business teams on healthcare topics understanding and utilizing healthcare data appropriately + Proactively suggest and recommend enhancements and improvements throughout the project processes, driven by Medicaid best practices, standards and policies You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. **Required Qualifications:** + 10+ years of experience in information technology with 5+ years of experience working directly with/for State Medicaid agencies or equivalent supporting business initiatives through data analysis, writing business requirements and testing/validation of various systems + 2+ years of experience working CMS Federal Reporting MARS, PERM, T-MSIS, Quality of Care CMS Core Measure or similar projects + Knowledge of the Centers for Medicare and Medicaid Services reporting requirements and the programs covered + Understanding of claims, recipient/eligibility, and provider/enrollment data processes + Proven ability to create and perform data analysis using SQL, Excel against data warehouses utilizing large datasets + Proven excellent verbal/written communication and presentation skills, manager/executive/director-level client facing, team collaboration, and mentoring skills + Proven solid culture fit, demonstrating our culture values in action (Integrity, Compassion, Inclusion, Relationships, Innovation, and Performance) + Ability to travel to Springfield, IL two (3) to three (4) times per year or as needed **Note:** Core customer business hours to conduct work is M-F 8 AM - 5 PM CST. **Preferred Qualifications:** + 2+ years of experience in HEDIS, CHIPRA or similar quality metrics + Experience with data analysis using Teradata Database Management System or other equivalent database management system + Experience using JIRA, Rally, DevOps or equivalent + Experience in large implementation or DDI project + Located within driving distance (3 - 5 Hours) of Springfield, IL *All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $110,200 to $188,800 annually based on full-time employment. We comply with all minimum wage laws as applicable. **Application Deadline:** This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants. _At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission._ _UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations._ _UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment._
    $54k-75k yearly est. 42d ago
  • Per Diem Staff Pharmacist

    Unitedhealth Group 4.6company rating

    Chicago, IL job

    **Explore opportunities with CPS,** part of the Optum family of businesses. We're dedicated to crafting and delivering innovative hospital and pharmacy solutions for better patient outcomes across the entire continuum of care. With CPS, you'll work alongside our team of more than 2,500 pharmacy professionals, technology experts, and industry leaders to drive superior financial, clinical, and operational performance for health systems nationwide. Ready to help shape the future of pharmacy and hospital solutions? Join us and discover the meaning behind **Caring. Connecting. Growing together.** As a per diem Staff Pharmacist you'll play a vital role in delivering safe, accurate, and efficient pharmacy services. This is a hands-on opportunity to make a direct impact by ensuring the accuracy of medication orders, verifying technician-prepared products, and safeguarding controlled substances. You'll contribute to a high-performing team by mentoring new staff, maintaining seamless daily operations, and supporting the Director in optimizing pharmacy performance. You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. **Required Qualifications:** + ACPE-accredited pharmacy degree (PharmD preferred) + Active applicable state pharmacist license in good standing + 1+ years of recent pharmacist experience, (hospital setting preferred) + Skilled with pharmacy systems and Microsoft Office Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $43.22 to $77.21 per hour based on full-time employment. We comply with all minimum wage laws as applicable. _At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission._ _UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations._ _UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment._
    $43.2-77.2 hourly 60d+ ago
  • Life Insurance Representative- Flexible Hours

    Asurea Insurance Services 4.6company rating

    Remote or Rockford, IL job

    Ready to have that worklife balance Be your own BOSS We are looking for a team player self starter coachable motivated individual with a desire to succeed by helping others protect their families and themselves Description 1099 Commission ONLY Bonuses and incentive Trips Scheduling your own appointments from clients who mailed in a request Design your own schedule have full control of your Income Following a sales system designed to make closing simple We specialize in Mortgage Protection Final Expense Retirement Planning and MORE This is a position that you can start part time if needed and build your income until it matches what you are currently making full timethen make the transition Also if you are just looking for an extra couple of thousand each month this is an ideal position for you Great training upfront with no Micro managing We train our agents on a proven system step by step from beginning to end that is closing our agents sales an average of 50 on their submitted business Top compensation in the industry with promotions based on performance Daily and weekly support that consist of conference calls webinars conferences daily trainings We market out to clients who respond back interested in our product Responsibilities Generate quotes for new customers and go over coverage options with them We will be contracting you with A rated companies so you can provide your costumers with the policy that best suits their needs Provide excellent customer service Use electronic applications to submit business to insurance companies and follow up on requirements English speaking or Bi Lingual Requirements Life License If you are not currently licensed we can help point you in the right direction to obtain your license before you are officially hired Accident and Health License is recommendedE&O coverage Must be a US citizen18 of age If you have a great work ethic ready to go to work right away can work remotely follow simple instructions on how our agents are making sales every day and have the basic resources to do so then we are interested in speaking with you The success and earnings results of other insurance agents referenced or described herein or even similar results are not guaranteed and not all new agents will achieve the same or similar results Your level of success and your corresponding earning potential will be determined by a number of factors including but not limited to the amount of work you put in by your ability to follow our training and sales system and by the insurance needs of the customers in the geographic areas in which you choose to work You will be expected to schedule a phone interview as soon as you apply and be on time for that appointment Once you apply you will receive an email and a text with instructions as to what we want you to do before you click on the link to schedule your phone interview We want you to listen to a three minute audio message and watch three two minute videos A total of nine minutes then schedule your appointment Schedule your interview Non licensed and new agents httpscalendlycomasureasd cristinaasurea first interview Seasoned agents httpscalendlycommoebiltagiinteview Cristina Quimby Staffing Program Coordinator Biltagi Agency Schedule Your Interview Time calendlycomasureasd cristinaasurea first interview P ************
    $37k-43k yearly est. 60d+ ago
  • Senior Lead Teradata Database Administrator, Remote

    Unitedhealth Group 4.6company rating

    Remote or Belleville, IL job

    Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start **Caring. Connecting. Growing together.** The DBA is responsible for the overall database delivery of the Enterprise Data Warehouse for the Medicaid agency. It is a critical role involving expertise in working with Medicaid data itself, security, supporting and maintaining hardware and software, and ensuring we are achieving optimal performance. For example, the DBA is expected to provide a wide range of expertise including the ability to help a user to fetch data (requiring business knowledge) and the technical ability to support a major Teradata upgrade. This role requires regular onsite presence in Springfield, Illinois to perform backup/restore and support onsite maintenance by Teradata (and its subcontractors). This position will be part of our Data Engineering function and data warehousing and analytics practice. Data Engineering Functions may include database architecture, engineering, design, optimization, security, and administration; as well as data modeling, big data development, Extract, Transform, and Load (ETL) development, storage engineering, data warehousing, data provisioning and other similar roles. Responsibilities may include Platform-as-a-Service and Cloud solution with a focus on data stores and associated eco systems. Duties may include management of design services, providing sizing and configuration assistance, ensuring strict data quality, and performing needs assessments. Analyzes current business practices, processes and procedures as well as identifying future business opportunities for leveraging data storage and retrieval system capabilities. Manage relationships with software and hardware vendors to understand the potential architectural impact of different vendor strategies and data acquisition. May design schemas, write SQL or other data markup scripting, and helps to support development of Analytics and Applications that build on top of data. Selects, develops, and evaluates personnel to ensure the efficient operation of the function. You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges. **Primary Responsibilities:** + Manage, monitor, and maintain OnPrem Teradata hardware/software including patches, replacements, and upgrades with support from Teradata + Support data governance, metadata management, and system administration + Plan and execute tasks required to ensure the Teradata system is operational including occasional evening and weekend support for Teradata maintenance + Provide direction to developers on Operational, Design, Development, and Implementation projects to ensure best use of the Teradata system including review/approval of database components (such as tables, views, SQL code, stored procedures) + Performing database backup and recovery operations - using the BAR DSA and NetBackup + Developing proactive processes for monitoring capacity and performance tuning + Providing day-to-day support for the EDW users problems like job hands, slowdowns, inconsistent rows, re-validating headers for tables with RI constraints, PPIs, and configuration + Maintaining rules set in the Teradata Active System Management (TASM) and supporting workload management + Maintaining the Teradata Workload Manager with the proper partitions and workloads based on Service Levels + Supporting the database system and application server support for the Disaster Recovery (DR) build/test, annual drill, and quarterly maintenance as needed + Actively monitoring the health of the Teradata system and Teradata Managed Servers (TMS) using Viewpoint and other tools and application servers and make preventive or corrective actions as needed + Maintaining access rights, role rights, priority scheduling, and reporting using dynamic workload manager, Database Query Log (DBQL), usage collections and reporting of ResUsage, AmpUsage, and security administration etc. + Coordinating with the team and customers in supporting database needs and making necessary changes to meet the business, contractual, security, performance, and reporting needs + Supporting internal or external audit process and address vulnerabilities or risk proactively + Prepare and support IRS and internal audit + Coordinating with Teradata to perform Teradata system hardening and delivery of Safeguard Computer Security + Evaluation Matrix (SCSEM) Reports as needed, addressing issues in the hardening and vulnerability scan report + Generating and maintaining capacity management, Space, and CPU reports on analyzing the Spool, CPU, I/O, Usage, and Storage resources and proactive monitoring to meet performance and growth requirements + Reviewing and resolving Teradata alerts and communicating any risk / issues or impact to the management, team, and business users through appropriate communication strategy + Effectively reporting status, future roadmap, proactive process improvements, automation, mitigation strategies, and compensating controls to the management and clients + Leading database or data related meetings and projects/activities delivering quality deliverables with minimal supervision/direction + Sharing knowledge, coaching/mentoring other members in the team for backups + Performing additional duties that are normally associated with this position, as assigned + Responsible for front-end tool (OpenText Bi-Query) and model maintenance and administration You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. **Required Qualifications:** + 7+ years of experience as a Teradata DBA on Version 15+ (preferably 17+) and experience leading Teradata major upgrade/floor sweep + 5+ years of experience as primary/lead DBA with solid leadership and presentation skills + 5+ years of experience writing complex SQL using SQL Assistant/Teradata Studio + 3+ years of experience with Teradata 6800/1800 system or IntelliFlex + 3+ years of experience extracting, loading, and transforming structured/unstructured data using Teradata Utilities (FastLoad, Multiload, FastExport, BTEQ, TPT) in a Unix/Linux environment + 3+ years of experience performance tuning in a large database (>5TB) or data warehouse environment, using advanced SQL, DBQL and Explain plans + 3+ years of experience analyzing project requirements and developing detailed database specifications, tasks, dependencies, and estimates + 3+ years of experience identifying and initiating resolutions to customer facing problems and concerns associated with a query or database related business need + Data warehouse or equivalent system experience + Demonstrated excellent verbal/written communication, end client facing, team collaboration, mentoring skills, and solid work ethics + Demonstrated solid culture fit through integrity, compassion, inclusion, relationships, innovation, and performance **Preferred Qualifications:** + Teradata Vantage Certified Master + 5+ years logical and physical data modeling experience + 5+ years with Erwin or other data modeling software + 3+ years maintaining and creating models using OpenText BI-Query + 3+ years identifying and initiating resolutions to customer problems and concerns associated with a Data Warehouse or equivalent system + 3+ years working with end users/customers to understand requirements for technical solutions to meet business needs + 3+ years collaborating with technical developers to strategize solutions to align with business requirements + 3+ years defining standards and best practices and conducting code reviews + Experience working with project teams in metadata management, data/IT governance, business continuity plan, data security + Experience in Application Server Hardware/Software Administration (Windows/Linux) + Experience working in matrix organization as an effective team player + Experience working in agile environment such as Scrum framework and iterative/incremental delivery/release. + Experience in tools like DevOps and GitHub + Experience with State Medicaid / Medicare / Healthcare applications + Experience working in large Design Development and Implementation (DDI) projects + Experience upgrading to Teradata IntelliFlex + Knowledge/experience with Cloud databases such as Snowflake and migration from on Prem to Cloud project *All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $110,200 to $188,800 annually based on full-time employment. We comply with all minimum wage laws as applicable. **Application Deadline:** This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants. _At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission._ _UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations._ _UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment._
    $110.2k-188.8k yearly 60d+ ago
  • Technology & Services Investment Banking Associate (Chicago)

    Raymond James 4.7company rating

    Chicago, IL job

    Play an integral role in the department's activities with a high level of responsibility as a member of a specific industry-focused team. Responsibilities include formulating new business proposals, developing company forecasts and valuations, evaluating merger and acquisition scenarios and preparing documents related to the public issuance of stock. Job Description Responsibilities: Develop and/or deliver a plan for significant aspects of the financial management and/or control process. Analyze, assess, and quantify the risks associated with products, individual applications, business activities, and the market to determine whether any risk is within the agreed risk appetite. Undertake tactical risk modeling. Use data from a wide range of sources to analyze key themes and identify possible impacts on the business. Create a plan to deliver and review financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice. Analyze and forecast investment or market trends by designing and developing nonroutine investment models. May also manage specific assigned portfolios while helping to develop investment policy. Recommend changes to policies, processes, standards, and practices that would improve operational support. Develop and/or deliver a plan for significant aspects of internal communications with guidance from senior colleagues. Provide specialist advice on the interpretation and application of policies and procedures, resolving complex or contentious queries and issues and enabling others to take appropriate actions. Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience. Manage relationships with internal clients and act as a business partner to them, building high levels of professional credibility and mutual trust, and managing the deployment of appropriate internal and/or external resources to support in delivering business strategy and plans. Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media. Skills: Works independently and provides guidance and training to others on analyzing data trends for use in reports to help guide decision making. Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies. Acts as the organization's authority and established expert on understanding and using standard office equipment and standard software packages to support business processes. Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives. Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing appropriate plans or performing necessary actions based on recommendations and requirements. Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations. Uses comprehensive knowledge and skills to act independently while guiding and training others on achieving full compliance with applicable rules and regulations in management and/or operations. Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives. Works independently and provides guidance and training to others while interpreting and applying comprehensive knowledge of laws, regulations and policies in area of expertise. Uses comprehensive knowledge and skills to act independently while guiding and training others on managing client accounts in a way that provides benefits both for the organization and its clients. Works at an advanced level to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works independently and provides guidance. Uses comprehensive knowledge and skills to work independently on costing, budgeting and finance tasks while providing guidance and training to others. Acts independently using comprehensive knowledge and/or skills to conduct research and analyze data while guiding and training others on how to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments. Applies comprehensive knowledge and skills to work independently while providing guidance and training to others on acquiring, organizing, protecting and processing data to fulfill business objectives. Works at an advanced level to conduct an enterprise readiness assessment to determine the organization's readiness for change. Typically works independently and provides guidance. Uses comprehensive knowledge and/or skills to act independently with guiding and training others on identifying, assessing, prioritizing and managing project-related risks. Works at an advanced level to design, create and administer the test scripts associated with the delivery of the project, ensuring that the requirements are being met from a functional, design and user experience perspective. Typically works independently and provides guidance. Applies comprehensive knowledge and skills to work independently while providing guidance and training to others on reviewing and creating relevant, lucid and effective reports. Uses comprehensive knowledge and/or skills to act independently while providing guidance and training to others on identifying, assessing, prioritizing and managing risks. Works at an advanced level to model, analyze, assess, and quantify the impact and probability of various risk scenarios and select the most appropriate course of action for the given situation. Typically works independently and provides guidance. Applies comprehensive knowledge and/or skills to independently engage in strategic planning. Education Bachelor's: Accounting (Required), Bachelor's: Business Administration (Required), Bachelor's: Finance (Required) Work Experience General Experience - 3 to 6 years Certifications Salary Range $100,000.00-$175,000.00 Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
    $100k-175k yearly Auto-Apply 60d+ ago
  • Senior Registered Client Relationship Associate

    Raymond James Financial, Inc. 4.7company rating

    Deerfield, IL job

    We are seeking to add a **Senior** **R** **egistered Client Relationship Associate** to join our growing, high-performing financial services team. This is an exciting opportunity for a professional, who thrives in a collaborative environment and is passionate about delivering exceptional client service. As a key member of our expanding group, you'll work alongside a team of financial advisors and associates, supporting client relationships, managing operational workflows, scheduling, and preparing for client meetings and learning all aspects of the operations of the team. If you understand that both collaboration and independent thinking go hand in hand, this is the right role for you. **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, and scheduling of meetings, with prospective and existing clients. + Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of both discretionary and non-discretionary products, model maintenance and performance tracking. + Servicing of alternative investments and foreign accounts, including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking of Financial Advisor expenses. + Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to further enhance the team's performance. + Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies. + Ensures key client information and documentation is current with firm and industry requirements, rules and regulations. + Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. + May solicit order from clients at the direction of the Financial Advisor. + Receives unsolicited orders from the clients; may enter unsolicited trades at the direction of the Financial Advisor. + Assists Financial Advisors with marketing efforts including seminars, mail and other client-facing events. + Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures. + Acts as mentor and resource to junior team members; manages team workflow and works towards creating greater team operational efficiencies. + Performs other duties and responsibilities as assigned. **Knowledge of:** + Company's working structure, policies, mission, and strategies. + Managed account platforms. + General office practices, procedures, and methods. + Advanced investment concepts, practices and procedures used in the securities industry. + Financial markets, products and industry regulations. + Trading terminology. **Skill in:** + Client Relationship Management (CRM) software, or similar contact management software. + Goal planning software. + Excel, including developing spreadsheets as needed and for ongoing reporting. + Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail) **Ability to:** + Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. + Analyze and research account information. Analyze and research account information. + Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. + Identify time sensitive items and assess competing priorities. + Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. + Handle stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze problems and establish solutions in a fast paced environment. Handle stressful situations and provide a high level of customer service in a calm and professional manner. + Use mathematics sufficient to process account and transaction information. + Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually. + Work both independently and as part of a cohesive team. + Provide a high level of customer service. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. **Education/Previous Experience** + High School Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources. **Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 required. + Series 63, 65 and/or 66 as required by state. + Ability to obtain additional securities and advisory state registrations if required by state.
    $78k-102k yearly est. 60d+ ago
  • Part Time Pharmacy Technician

    Unitedhealth Group 4.6company rating

    Elgin, IL job

    **Opportunities with Genoa Healthcare.** A career with Genoa Healthcare means you're part of a collaborative effort to serve behavioral health and addiction treatment communities. We do more than just provide medicine: we change lives for the better. People with serious mental or chronic illness - and those who care for them - have moving stories, and at Genoa we become their voice, their partner. Working as part of a coordinated care team, we partner with community-based providers and others to ensure that people with complex health conditions get the right medications and are able to follow their treatment plans. Our personalized services - in-clinic pharmacies, medication management and more - are leading the way to a new level of care. Genoa is a pharmacy care services company that is part of Optum and UnitedHealth Group's family of businesses. We are part of a leading information and technology-enabled health services business dedicated to making the health system work better for everyone. Join us to start **Caring. Connecting. Growing together.** We seek a **Part Time Pharmacy Technician** to support all functions of the Genoa mental health and specialty pharmacy primarily through dispensing medical prescriptions and performing necessary clerical duties while under the direct supervision of a Registered Pharmacist. **Pharmacy Hours:** Monday - Friday 8:30am - 5pm (Lunch 12:30pm - 1pm) **Schedule:** 20 hours per week. Shifts are flexible based on business needs **Location:** 1845 Grandstand Pl, Ste 300, Elgin, IL, 60123 **Primary Responsibilities:** + Provide exceptional customer service to all consumers and members of the clinic staff + Fills prescription orders and makes them available for verification under direct supervision of the Registered Pharmacist + Orders, receives and stores incoming pharmacy supplies + Receives and processes wholesaler medication orders + Verifies medication stock and enters data in computer to maintain inventory records + Works with the Pharmacist to assist in the pharmacy functions and keeping the pharmacy in compliance with all federal and state requirements + Performs various clerical duties relating to the department + Communicates with strong professional verbal and written communication skills + Other duties as assigned You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear directions on what it takes to succeed in your role as well as provide development for other roles you may be interested in. **Required Qualifications:** + Active and unrestricted Pharmacy Technician license in the state of Illinois + National Pharmacy Technician Certification + Access to reliable transportation and valid US driver's license **Preferred Qualifications:** + 6+ months of Pharmacy Technician experience Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $16.00 to $27.69 per hour based on full-time employment. We comply with all minimum wage laws as applicable. _At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission._ _UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations._ _UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment._ \#RPO #RED
    $16-27.7 hourly 42d ago
  • Director, HR Project Management

    Raymond James 4.7company rating

    Remote or Illinois job

    This position is eligible for remote work anywhere within the United States. However, candidates who reside within a commutable distance to our corporate headquarters in Saint Petersburg, FL (including the Tampa Bay area) will follow a hybrid work schedule, typically requiring 2-3 days per week in the office. Job Profile Summary: Leverages experience to refine and manage the project management function (including process, tools, resources, philosophy) within the HR Department, ensuring alignment with firm approaches. Serves as the primary project manager for core HR projects. Responsibilities: Provide strategic leadership for the HR project management function; refine established processes, tools, and approaches to meet the needs of the department, while ensuring alignment with firm-level project management philosophy. Provide training, education, and support to influence widespread adoption of project management across the department. Maintain a high-level view of HR projects; partner with the Office of the CHRO to ensure key progress, challenges, risks, and successes are incorporated in strategic planning sessions. Serve as dedicated project manager for large project teams (or multiple small- to medium-sized teams) for initiatives such as HR integrations/M&A and other core priorities. Coordinate team actions across project activities; coordinate the flow of additional team members onto and off the team, as needed; and build the team's project management capability through training, coaching, and mentoring. Ensure that project risks, issues, dependencies, and constraints are managed appropriately. Where issues threaten the delivery of the project, develop and agree on recovery plans. Set appropriate performance objectives for direct reports and hold individuals accountable for achieving them. Manage and report on performance within the department or area of responsibility. Use analytical insights to optimize processes for quality and performance, fostering continuous improvement and standardization across services and delivery channels. Skills: Identify, define, unify, and coordinate various processes and activities to integrate the project management activities into a cohesive plan. Plan and manage project work assignments within desired cost, time and quality parameters. Assist project owner(s) with building the structure and culture of the project team, and defining roles and responsibilities to enable achievement of project objectives and the effective operation of key business processes. Align the work of the project with the stated goals, objectives and culture of the organization; and maintain alignment throughout the life of the project. Uses compelling arguments to gain the support and commitment of others; acknowledges a stakeholder's indifference and consults to discover details on why the stakeholder is resistant to change. Optimizes work processes; knows the most effective and efficient processes to get things done, with a focus on continuous improvement. Promptly and effectively addresses process breakdowns. Education Bachelor's (Required) Work Experience General Experience - 10 to 15 years, Manager Experience - 6 to 10 years Certifications PMI Project Management Professional (PMP) - Project Management Institute (PMI) Salary Range $130,000.00-$150,000.00 Travel Less than 25% Workstyle Remote At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
    $130k-150k yearly Auto-Apply 11d ago
  • Insurance Sales Agent - Customer Service

    Freeway Insurance Services America 4.7company rating

    Rockford, IL job

    Sign-On Bonus Opportunity of up to $1,000* Pay Range: $15 - $17 / hour Our Perks: * Unlimited/Uncapped commission * Lucrative incentive sales plans, bonuses and sales contests * No Cold Calling- We have a high volume of inbound sales leads and walk in traffic * Comprehensive paid training and licensing with continuous on-going training and mentorship * Recognition culture * Comprehensive Benefits package including medical, dental, vision and life insurance * Retirement Plan: A 401K plan with a percentage of company-matched contributions * Fitness: We reimburse up to $15 a month to an employee for their gym * Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems - at no cost * Extra Perks: Access to disability, hospital indemnity, health advocate program, universal life, critical illness, and accident insurance plans. We even offer pet insurance Our Company: Confie and its family of companies - Freeway, Baja, Bluefire & others - is one of the largest privately held insurance brokers in the United States and has been ranked the #1 Personal Lines Leader by the Insurance Journal for the seventh straight year!. With over 800 retail store locations to choose from nationwide, we encourage you to take your career and income potential to new heights! We are proactively looking for bright, talented, and motivated individuals who are goal oriented and excited for career advancement. Come Grow With Us! What You Will Do: As an Insurance Agent you will be responsible primarily for the sale of nonstandard auto insurance to new and existing customers. * Solicit new business and maintain current business levels in order to achieve or exceed sales production goals. * Expand business by proactively building relationships with existing customers to meet the agreed upon production goals. * Accurate accounting of all currency transactions as well as timely delivery of deposits to the bank with scanned documentation in agency management system. * Connects very quickly; builds and leverages client relationships. Ability to educate and advise the customer on which products best fit their needs The Perfect Match: * Personal Lines or Property and Casualty license preferred (but not required) * Bilingual in English and Spanish preferred * Sales or customer service experience * High School Diploma or GED * Ability to build relationships with sales customers * Excellent follow-up and multi-tasking skills * Ambitious professional motivated by opportunity for advancement * Excellent written and verbal communication skills Insurance Sales Insurance Agent Hiring Immediately Freeway Auto Insurance As permitted by applicable law and from time-to-time, Confie may use a computer system that has elements of artificial intelligence to help make decisions about your employment, including recruitment, hiring, renewal of employment, or the terms and conditions of your employment. Employees with questions about Confie's use of these computer systems should contact Human Resources at ****************************
    $15-17 hourly Easy Apply 19d ago
  • Insurance Sales Manager

    Freeway Insurance Services America 4.7company rating

    Urbana, IL job

    Sign-On Bonus Opportunity of up to $1,000* Pay Range: $17 - $19 / hour Our Perks: * Unlimited/Uncapped commission * Lucrative incentive sales plans, bonuses and sales contests * No Cold Calling- We have a high volume of inbound sales leads and walk in traffic * Comprehensive paid training and licensing with continuous on-going training and mentorship * Recognition culture * Comprehensive Benefits package including medical, dental, vision and life insurance * Retirement Plan: A 401K plan with a percentage of company-matched contributions * Fitness: We reimburse up to $15 a month to an employee for their gym * Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems - at no cost * Extra Perks: Access to disability, hospital indemnity, health advocate program, universal life, critical illness, and accident insurance plans. We even offer pet insurance Our Company: Confie and its family of companies - Freeway, Baja, Bluefire & others - is one of the largest privately held insurance brokers in the United States and has been ranked the #1 Personal Lines Leader by the Insurance Journal for the seventh straight year!. With over 800 retail store locations to choose from nationwide, we encourage you to take your career and income potential to new heights! We are proactively looking for bright, talented, and motivated individuals who are goal oriented and excited for career advancement. Come Grow With Us! What You Will Do: The Store Manager is the driving force behind our business. This exciting position will challenge your sales abilities and give you the opportunity to gain substantial financial rewards, along with mentoring others to achieve the same. We are hiring talented leaders committed to their own success. * Lead the sales team's daily performance and/or targets * Expand business by proactively building relationships with existing customers to meet the agreed upon production and active customer goals * Coach members of the sales team to deliver a standard of customer care consistently * Oversee the sales team to achieve operational targets and monitoring performance * Assists with any escalated customer service issues and/or questions that may arise * Executes all aspects of Store Operational Excellence (SOE) The Perfect Match: * Personal Lines or Property and Casualty license preferred (but not required) * Bilingual in English and Spanish preferred * 2 or 4 year college degree or equivalent of experience/education * Previous experience leading, coaching, and mentoring sales teams * Understanding of fiduciary duty and maintaining high levels of integrity and ethics * Ability to build relationships with sales customers * Ambitious professional motivated by opportunity for advancement * Excellent written and verbal communication skills Insurance Sales Insurance Agent Hiring Immediately Freeway Auto Insurance CBU
    $17-19 hourly 39d ago
  • Clinical Staff Pharmacist - 7 on, 7 off - Nights

    Unitedhealth Group Inc. 4.6company rating

    Naperville, IL job

    Explore opportunities with CPS, part of the Optum family of businesses. We're dedicated to crafting and delivering innovative hospital and pharmacy solutions for better patient outcomes across the entire continuum of care. With CPS, you'll work alongside our team of more than 2,500 pharmacy professionals, technology experts, and industry leaders to drive superior financial, clinical, and operational performance for health systems nationwide. Ready to help shape the future of pharmacy and hospital solutions? Join us and discover the meaning behind Caring. Connecting. Growing together. This full time exempt, 7 on/7 off Virtual Clinical Pharmacist will join a team of highly skilled pharmacists working together in a fast-paced environment from our centralized state-of-the art facility located in Naperville, IL. Work in an office in the greater Chicagoland area and conveniently located off I-88 with easy access to Chicago and the western suburbs. to address patient and medication related questions. Work in an attractive office setting, enhancing pharmacist collaboration and a cohesive team environment, conducive to providing top patient care to those across the country. Primary Responsibilities: * Serve as an integral member of our patient care team * Collaborate with nurses, physicians, and healthcare providers via phone and live feed camera You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: * Pharmacy degree (BS or PharmD) from an ACPE accredited school of pharmacy * Current Illinois Pharmacist license in good standing * Willingness and ability to obtain additional state licenses as requested by management * Experience using computer applications including word processing, spreadsheets, and pharmacy information systems * Ability to use pharmaceutical and medical references literature to provide drug information to patients, and prescribers * Willing to work nights Preferred Qualifications: * PharmD * 1+ years of experience Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $89,900 to $160,600 annually based on full-time employment. We comply with all minimum wage laws as applicable. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
    $39k-57k yearly est. 6d ago
  • Senior Lead Teradata Database Administrator, Remote

    Unitedhealth Group Inc. 4.6company rating

    Remote or Belleville, IL job

    Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. The DBA is responsible for the overall database delivery of the Enterprise Data Warehouse for the Medicaid agency. It is a critical role involving expertise in working with Medicaid data itself, security, supporting and maintaining hardware and software, and ensuring we are achieving optimal performance. For example, the DBA is expected to provide a wide range of expertise including the ability to help a user to fetch data (requiring business knowledge) and the technical ability to support a major Teradata upgrade. This role requires regular onsite presence in Springfield, Illinois to perform backup/restore and support onsite maintenance by Teradata (and its subcontractors). This position will be part of our Data Engineering function and data warehousing and analytics practice. Data Engineering Functions may include database architecture, engineering, design, optimization, security, and administration; as well as data modeling, big data development, Extract, Transform, and Load (ETL) development, storage engineering, data warehousing, data provisioning and other similar roles. Responsibilities may include Platform-as-a-Service and Cloud solution with a focus on data stores and associated eco systems. Duties may include management of design services, providing sizing and configuration assistance, ensuring strict data quality, and performing needs assessments. Analyzes current business practices, processes and procedures as well as identifying future business opportunities for leveraging data storage and retrieval system capabilities. Manage relationships with software and hardware vendors to understand the potential architectural impact of different vendor strategies and data acquisition. May design schemas, write SQL or other data markup scripting, and helps to support development of Analytics and Applications that build on top of data. Selects, develops, and evaluates personnel to ensure the efficient operation of the function. You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges. Primary Responsibilities: * Manage, monitor, and maintain OnPrem Teradata hardware/software including patches, replacements, and upgrades with support from Teradata * Support data governance, metadata management, and system administration * Plan and execute tasks required to ensure the Teradata system is operational including occasional evening and weekend support for Teradata maintenance * Provide direction to developers on Operational, Design, Development, and Implementation projects to ensure best use of the Teradata system including review/approval of database components (such as tables, views, SQL code, stored procedures) * Performing database backup and recovery operations - using the BAR DSA and NetBackup * Developing proactive processes for monitoring capacity and performance tuning * Providing day-to-day support for the EDW users problems like job hands, slowdowns, inconsistent rows, re-validating headers for tables with RI constraints, PPIs, and configuration * Maintaining rules set in the Teradata Active System Management (TASM) and supporting workload management * Maintaining the Teradata Workload Manager with the proper partitions and workloads based on Service Levels * Supporting the database system and application server support for the Disaster Recovery (DR) build/test, annual drill, and quarterly maintenance as needed * Actively monitoring the health of the Teradata system and Teradata Managed Servers (TMS) using Viewpoint and other tools and application servers and make preventive or corrective actions as needed * Maintaining access rights, role rights, priority scheduling, and reporting using dynamic workload manager, Database Query Log (DBQL), usage collections and reporting of ResUsage, AmpUsage, and security administration etc. * Coordinating with the team and customers in supporting database needs and making necessary changes to meet the business, contractual, security, performance, and reporting needs * Supporting internal or external audit process and address vulnerabilities or risk proactively * Prepare and support IRS and internal audit * Coordinating with Teradata to perform Teradata system hardening and delivery of Safeguard Computer Security * Evaluation Matrix (SCSEM) Reports as needed, addressing issues in the hardening and vulnerability scan report * Generating and maintaining capacity management, Space, and CPU reports on analyzing the Spool, CPU, I/O, Usage, and Storage resources and proactive monitoring to meet performance and growth requirements * Reviewing and resolving Teradata alerts and communicating any risk / issues or impact to the management, team, and business users through appropriate communication strategy * Effectively reporting status, future roadmap, proactive process improvements, automation, mitigation strategies, and compensating controls to the management and clients * Leading database or data related meetings and projects/activities delivering quality deliverables with minimal supervision/direction * Sharing knowledge, coaching/mentoring other members in the team for backups * Performing additional duties that are normally associated with this position, as assigned * Responsible for front-end tool (OpenText Bi-Query) and model maintenance and administration You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: * 7+ years of experience as a Teradata DBA on Version 15+ (preferably 17+) and experience leading Teradata major upgrade/floor sweep * 5+ years of experience as primary/lead DBA with solid leadership and presentation skills * 5+ years of experience writing complex SQL using SQL Assistant/Teradata Studio * 3+ years of experience with Teradata 6800/1800 system or IntelliFlex * 3+ years of experience extracting, loading, and transforming structured/unstructured data using Teradata Utilities (FastLoad, Multiload, FastExport, BTEQ, TPT) in a Unix/Linux environment * 3+ years of experience performance tuning in a large database (>5TB) or data warehouse environment, using advanced SQL, DBQL and Explain plans * 3+ years of experience analyzing project requirements and developing detailed database specifications, tasks, dependencies, and estimates * 3+ years of experience identifying and initiating resolutions to customer facing problems and concerns associated with a query or database related business need * Data warehouse or equivalent system experience * Demonstrated excellent verbal/written communication, end client facing, team collaboration, mentoring skills, and solid work ethics * Demonstrated solid culture fit through integrity, compassion, inclusion, relationships, innovation, and performance Preferred Qualifications: * Teradata Vantage Certified Master * 5+ years logical and physical data modeling experience * 5+ years with Erwin or other data modeling software * 3+ years maintaining and creating models using OpenText BI-Query * 3+ years identifying and initiating resolutions to customer problems and concerns associated with a Data Warehouse or equivalent system * 3+ years working with end users/customers to understand requirements for technical solutions to meet business needs * 3+ years collaborating with technical developers to strategize solutions to align with business requirements * 3+ years defining standards and best practices and conducting code reviews * Experience working with project teams in metadata management, data/IT governance, business continuity plan, data security * Experience in Application Server Hardware/Software Administration (Windows/Linux) * Experience working in matrix organization as an effective team player * Experience working in agile environment such as Scrum framework and iterative/incremental delivery/release. * Experience in tools like DevOps and GitHub * Experience with State Medicaid / Medicare / Healthcare applications * Experience working in large Design Development and Implementation (DDI) projects * Experience upgrading to Teradata IntelliFlex * Knowledge/experience with Cloud databases such as Snowflake and migration from on Prem to Cloud project * All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $110,200 to $188,800 annually based on full-time employment. We comply with all minimum wage laws as applicable. Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
    $110.2k-188.8k yearly 60d+ ago
  • EDW Medicaid Subject Matter Expert or Data Specialist - Remote

    Unitedhealth Group Inc. 4.6company rating

    Remote or Chicago, IL job

    Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. This position is a Medicaid Subject Matter (SME) Expert for the Enterprise Data Warehouse supporting the State Medicaid program. This role requires significant expertise of Medicaid Enterprise System modules and data warehousing or decision support systems. This role provides the guidance and direction to support a large data warehouse implementation and maintenance & operations. The selected SME will provide the required decisions for the business and technical team members to modify, change, enhance or correct within the system, related to claims, provider, and recipient data. Roles in this function will partner with stakeholders to understand data requirements and support development tools and models such as interfaces, dashboards, data visualizations, decision aids and business case analysis to support the organization. Additional roles include producing and managing the delivery of activity, value analytics and critical deliverables to external stakeholders and clients. This is a telecommute position with some ( You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges. For all hires in the Minneapolis or Washington, D.C. area, you will be required to work in the office a minimum of four days per week. Primary Responsibilities: * Provide direction, guidance and recommendations supporting decision making for large Medicaid data warehouse implementation and operations * With the specialized knowledge of the Medicaid and Children's Health Insurance Programs (CHIP), lead and guide internal and external stakeholders to make determinations relating to complex processes involving claims processing/adjudication, recipient eligibility, provider enrollment, and third-party liability * Proactively identify and understand state Medicaid agency data needs and determines the recommended solution to meet them with credible reason, justification and validated proof of concepts * Direct technical and business teams on healthcare topics understanding and utilizing healthcare data appropriately * Proactively suggest and recommend enhancements and improvements throughout the project processes, driven by Medicaid best practices, standards and policies You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: * 10+ years of experience in information technology with 5+ years of experience working directly with/for State Medicaid agencies or equivalent supporting business initiatives through data analysis, writing business requirements and testing/validation of various systems * 2+ years of experience working CMS Federal Reporting MARS, PERM, T-MSIS, Quality of Care CMS Core Measure or similar projects * Knowledge of the Centers for Medicare and Medicaid Services reporting requirements and the programs covered * Understanding of claims, recipient/eligibility, and provider/enrollment data processes * Proven ability to create and perform data analysis using SQL, Excel against data warehouses utilizing large datasets * Proven excellent verbal/written communication and presentation skills, manager/executive/director-level client facing, team collaboration, and mentoring skills * Proven solid culture fit, demonstrating our culture values in action (Integrity, Compassion, Inclusion, Relationships, Innovation, and Performance) * Ability to travel to Springfield, IL two (3) to three (4) times per year or as needed Note: Core customer business hours to conduct work is M-F 8 AM - 5 PM CST. Preferred Qualifications: * 2+ years of experience in HEDIS, CHIPRA or similar quality metrics * Experience with data analysis using Teradata Database Management System or other equivalent database management system * Experience using JIRA, Rally, DevOps or equivalent * Experience in large implementation or DDI project * Located within driving distance (3 - 5 Hours) of Springfield, IL * All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $110,200 to $188,800 annually based on full-time employment. We comply with all minimum wage laws as applicable. Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
    $54k-75k yearly est. 46d ago
  • Senior Registered Client Relationship Associate

    Raymond James 4.7company rating

    Chicago, IL job

    We are seeking to add a Senior Registered Client Relationship Associate to join our growing, high-performing financial services team. This is an exciting opportunity for a professional, who thrives in a collaborative environment and is passionate about delivering exceptional client service. As a key member of our expanding group, you'll work alongside a team of financial advisors and associates, supporting client relationships, managing operational workflows, scheduling, and preparing for client meetings and learning all aspects of the operations of the team. If you understand that both collaboration and independent thinking go hand in hand, this is the right role for you. Responsibilities: Serves as first point of contact to service a high volume of daily interactions, and scheduling of meetings, with prospective and existing clients. Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring. Trading of both discretionary and non-discretionary products, model maintenance and performance tracking. Servicing of alternative investments and foreign accounts, including setup and maintenance. May participate in live meetings with the Financial Advisor and their respective client(s). Manages budgeting and tracking of Financial Advisor expenses. Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to further enhance the team's performance. Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies. Ensures key client information and documentation is current with firm and industry requirements, rules and regulations. Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. May solicit order from clients at the direction of the Financial Advisor. Receives unsolicited orders from the clients; may enter unsolicited trades at the direction of the Financial Advisor. Assists Financial Advisors with marketing efforts including seminars, mail and other client-facing events. Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures. Acts as mentor and resource to junior team members; manages team workflow and works towards creating greater team operational efficiencies. Performs other duties and responsibilities as assigned. Knowledge of: Company's working structure, policies, mission, and strategies. Managed account platforms. General office practices, procedures, and methods. Advanced investment concepts, practices and procedures used in the securities industry. Financial markets, products and industry regulations. Trading terminology. Skill in: Client Relationship Management (CRM) software, or similar contact management software. Goal planning software. Excel, including developing spreadsheets as needed and for ongoing reporting. Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail) Ability to: Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. Analyze and research account information. Analyze and research account information. Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Identify time sensitive items and assess competing priorities. Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. Handle stressful situations and provide a high level of customer service in a calm and professional manner. Analyze problems and establish solutions in a fast paced environment. Handle stressful situations and provide a high level of customer service in a calm and professional manner. Use mathematics sufficient to process account and transaction information. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually. Work both independently and as part of a cohesive team. Provide a high level of customer service. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. Education/Previous Experience High School Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications SIE required provided that an exemption or grandfathering cannot be applied. Series 7 required. Series 63, 65 and/or 66 as required by state. Ability to obtain additional securities and advisory state registrations if required by state. Education High School (HS) Work Experience General Experience - 3 to 6 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Salary Range $55,000.00-$85,000.00 Travel Less than 25% Workstyle Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-AC1
    $55k-85k yearly Auto-Apply 60d+ ago
  • 2027 Investment Banking Summer Analyst- Multiple Locations

    Raymond James Financial, Inc. 4.7company rating

    Chicago, IL job

    **One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations. ** Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options. We strive to ensure everyone feels welcomed, valued, respected, and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. **Job Summary** _Investment Banking Summer_ _Analysts_ _(part of the Capital Markets & Advisory area)_ are given a high level of responsibility on matters of business significance in a specific industry or product-focused team. Summer Analysts work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory for a specified period of time. Summer Analysts will enhance their financial analysis skills, develop a deep understanding of capital markets and clients, and contribute and generate ideas on projects with significant scope and impact. Summer Analysts are expected to work on every aspect of the transaction process, including high-level research projects, creation of original work product and presentations, and participation in drafting sessions, new business proposal sessions, and due diligence meetings. **Essential Duties and Responsibilities** + Develop financial models to assess debt and equity financing alternatives for transactions. + Perform valuation methodologies, comparative companyanalysisand discounted cash flow analysis on target companies. + Provide meaningful input to equity offerings, valuations, private placements,mergersandacquisitionsadvisories. + Research, analyze,presentand document drafting elements of a developing transaction. + Collaborate with Senior Bankers to develop strategies for client presentations and create unique materials. + Analyze current events in respective industry groups and provide meaningful input about the impact of critical issues in the news that are relevant to current and prospective clients and deals. + Maintain group databasesas requested for research and analysis. + Perform other duties and responsibilities as assigned, including duties requiring independent judgment and discretion on matters of significance to the business. **Knowledge of** **:** + Fundamental concepts,practices,and proceduresof Investment Banking. + Fundamental investment concepts,practicesand procedures used in the securities industry. + Concepts, practices and proceduresof Tax and Accounting. + Financial markets and products. **Skill i** **n:** + Communicating effectively, both orally and in writing. + Analytical skillssufficientto assess and explain events in the market. + Problem solving and solution design skills. + Thinking independently and developing ideas and strategies. + Utilizing technology and systems to produce reports,communicationsand presentations. **Ability to** **:** + Gather information,identifylinkages and trends, and apply findings to reports. + Attend todetail whilemaintaininga big picture orientation. + Remaincognizantof our commitment to daily workflow and regulatory compliance during high volume activity. + Think independentlyon matters of significancein order tomarket ideas. + Organize,manageand track multiple detailed tasks and assignments withfrequentlychanging priorities in a fast-paced work environment. + Establish andmaintaineffective working relationships at all levels of the organization. + Utilize judgment and discretion to work independently as well as collaboratively within a team environment. + Assume full responsibility and accountability forownactions. + Demonstrate uncompromising adherence to ethical principles. + Be proactive anddemonstratereadiness and ability toinitiateaction. **Education/** **Previous** **Experience** **:** + Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD). + Currentlyenrolled in an accreditedundergraduate degree program. OR ~ + Any equivalent combination of experience, education, and/or training as approved by Human Resources. **Licenses/Certifications** + Nonerequired. **Location: Multiple Locations**
    $67k-90k yearly est. 10d ago

Learn more about GoHealth jobs

Jobs from similar companies

Jobs from similar companies you might want to view.

Most common jobs at GoHealth

Zippia gives an in-depth look into the details of GoHealth, including salaries, political affiliations, employee data, and more, in order to inform job seekers about GoHealth. The employee data is based on information from people who have self-reported their past or current employments at GoHealth. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by GoHealth. The data presented on this page does not represent the view of GoHealth and its employees or that of Zippia.

GoHealth may also be known as or be related to GOHEALTH, INC., GoHealth, GoHealth LLC, Gohealth, Gohealth, Inc. and Gohealth, LLC.