Client Services Assistant jobs at HUB International - 72 jobs

Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With ten offices located throughout the United States, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities. Position Summary: Winged Keel Group's Client Services department focuses on delivering best in class service to our ultra-high net worth clients. We offer a suite of services that includes customized reporting, premium invoicing, task management, and the preparation of life insurance portfolio reviews. We work with dozens of insurance companies to manage a spectrum of life insurance products. Prior experience with any type of insurance may be helpful, but life insurance experience is not a prerequisite since we will train you on the different types of life insurance products. The successful candidate will enjoy helping people and going the extra mile to deliver exemplary service to our clients. He or she will be a self-starter and be accountable for following our established processes to deliver timely and accurate information. This role requires someone who can critically review information and is comfortable questioning unexpected results. Seemingly small details can be material, so we are looking for someone who has the patience and discipline to manage those details. Candidates should have strong follow-through in order to drive multi-step assignments to completion. Basic time management skills are necessary and this role will provide an opportunity to further develop prioritization and time management skills. This role will also help you refine professional business communication skills and become adept at communicating proactively to manage expectations as priorities shift. Position Responsibilities: Obtain policy values, forms, and information from insurance carriers. Use insurance company software to run (or request from insurance companies) inforce policy illustrations. Identify results that don't make sense or are inconsistent with previous illustrations. Proactively prepare or obtain additional illustrations as needed. Prepare premium invoices and policy summaries. Prepare paperwork for and process death claims, surrenders and withdrawals, policy changes, such as title and allocation changes; follow up where needed to manage multi-step transactions through to completion and confirm accurate processing. Update and maintain client information; document all client transactions. Understand and adhere to compliance procedures when working with variable life insurance. Use Excel to prepare complex insurance portfolio reviews that include multiple product types and funding scenarios with IRR calculations; create new Excel templates for scenarios not adequately covered by existing formats. Review work of teammates; identify errors and recommend enhancements that will contribute to an improved customer experience. Assist clients and advisors with questions about insurance portfolios. Anticipate additional questions and information required for others to make informed decisions. Prepare and explain relevant analysis. Understand income tax attributes of life insurance and strategies used to fund life insurance in a tax efficient manner. Prepare split dollar reporting. Proactively communicate with internal Client Relationship Managers. Coordinate with the Design team when advanced analytics are needed. Ideal Candidate will Possess the Following: 1-2 years of professional experience, preferably including customer service Bachelor's degree Proficiency in Microsoft Outlook, Word, and Excel Problem solver; aware of when to escalate issues Ability to prioritize, stay organized, and manage multiple tasks and deadlines in a fast-paced environment Ability to pick up and understand new software and technology relatively quickly Understanding of basic financial math concepts is a plus Ability to develop and maintain positive relationships within the firm and with common outside contacts Strong interpersonal communications skills (both written and oral) Willingness to accept constructive feedback Strong work ethic and commitment to the highest standards of excellence Strong sense of accountability and ownership of his or her work Working Conditions/Demands/Complexity: Required to work on a computer for a substantial part of the day Occasional work in the evenings or weekends, as needed to meet deadlines A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment Compensation / Benefits: Attractive annual compensation package is commensurate with experience Eligible for annual performance-based bonus Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.

Job Description Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With ten offices located throughout the United States, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities. Position Summary: Winged Keel Group's Client Services department focuses on delivering best in class service to our ultra-high net worth clients. We offer a suite of services that includes customized reporting, premium invoicing, task management, and the preparation of life insurance portfolio reviews. We work with dozens of insurance companies to manage a spectrum of life insurance products. Prior experience with any type of insurance may be helpful, but life insurance experience is not a prerequisite since we will train you on the different types of life insurance products. The successful candidate will enjoy helping people and going the extra mile to deliver exemplary service to our clients. He or she will be a self-starter and be accountable for following our established processes to deliver timely and accurate information. This role requires someone who can critically review information and is comfortable questioning unexpected results. Seemingly small details can be material, so we are looking for someone who has the patience and discipline to manage those details. Candidates should have strong follow-through in order to drive multi-step assignments to completion. Basic time management skills are necessary and this role will provide an opportunity to further develop prioritization and time management skills. This role will also help you refine professional business communication skills and become adept at communicating proactively to manage expectations as priorities shift. Position Responsibilities: Obtain policy values, forms, and information from insurance carriers. Use insurance company software to run (or request from insurance companies) inforce policy illustrations. Identify results that don't make sense or are inconsistent with previous illustrations. Proactively prepare or obtain additional illustrations as needed. Prepare premium invoices and policy summaries. Prepare paperwork for and process death claims, surrenders and withdrawals, policy changes, such as title and allocation changes; follow up where needed to manage multi-step transactions through to completion and confirm accurate processing. Update and maintain client information; document all client transactions. Understand and adhere to compliance procedures when working with variable life insurance. Use Excel to prepare complex insurance portfolio reviews that include multiple product types and funding scenarios with IRR calculations; create new Excel templates for scenarios not adequately covered by existing formats. Review work of teammates; identify errors and recommend enhancements that will contribute to an improved customer experience. Assist clients and advisors with questions about insurance portfolios. Anticipate additional questions and information required for others to make informed decisions. Prepare and explain relevant analysis. Understand income tax attributes of life insurance and strategies used to fund life insurance in a tax efficient manner. Prepare split dollar reporting. Proactively communicate with internal Client Relationship Managers. Coordinate with the Design team when advanced analytics are needed. Ideal Candidate will Possess the Following: 1-2 years of professional experience, preferably including customer service Bachelor's degree Proficiency in Microsoft Outlook, Word, and Excel Problem solver; aware of when to escalate issues Ability to prioritize, stay organized, and manage multiple tasks and deadlines in a fast-paced environment Ability to pick up and understand new software and technology relatively quickly Understanding of basic financial math concepts is a plus Ability to develop and maintain positive relationships within the firm and with common outside contacts Strong interpersonal communications skills (both written and oral) Willingness to accept constructive feedback Strong work ethic and commitment to the highest standards of excellence Strong sense of accountability and ownership of his or her work Working Conditions/Demands/Complexity: Required to work on a computer for a substantial part of the day Occasional work in the evenings or weekends, as needed to meet deadlines A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment Compensation / Benefits: Attractive annual compensation package is commensurate with experience Eligible for annual performance-based bonus Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits. Powered by JazzHR 6wcroor4we

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. The Brown & Brown National Pharmacy Team (NPT) is a team of 200+ teammates from across Brown & Brown, including pharmacists, client service representatives, actuaries, analysts, data engineers, developers, care team coordinators and more. The NPT brought together pharmacy specialist resources from many businesses across Brown & Brown organizing our teammates into three distinct teams: Pharmacy Consulting and Analytics Auditing PillarRx Copay Maximization The Client Engagement Account Coordinator will work on all aspects of product and service delivery including RFP/procurement projects, auditing, market-check analysis, analytic reporting, providing on-going advice and pharmacy benefit expertise, and will be responsible for the strategic and operational relationship for assigned accounts. Essential Duties and Functions: include the following. Other duties may be assigned. Assists with the onboarding of new clients ensuring accurate set up within Remedy system; Assist and coordinate RFP/procurement and market-check process for assigned accounts which includes creating project timelines and project plans, coordinating PBM data requests, creating RFP via an on-line procurement tool, evaluation and assessment of PBM RFP responses, and creation of summary reports and disruption analysis, financial analysis; Assist and coordinate the audit process for assigned accounts which includes creating a statement of work, attending kick-off calls with client and PBMs, assisting the audit department with the data request coordination, notes and documentation, and preparation of the audit findings; Assist with Pharmalogic reporting including the set up coordination and creation of analytic reports and peer review of data elements; Support and manage any client transitions to a new PBM; Manage the day to day client relationship thus ensuring retention of clients and associated revenue; Creation and distribution of client audit initiation communications Assist with issue escalation and resolution of any pharmacy related issues; Assist with the documentation of all key agreements, deliverables and client correspondence Competencies: Ability to thrive in an environment with minimal oversight and lots of responsibility; Demonstrates ability to positively represent Remedy Analytics externally to clients and prospects; Experience developing and maintain effective, collaborative working relationships with clients and internal partners to provide solutions to complex pharmacy benefit decisions; Excellent written and verbal communication skills along with the ability to facilitate effective conversations both internally, and externally with clients; Possesses a strong work ethic and takes ownership of client goals and objectives; Takes initiative and is self-directed; Strong teamwork skills, has the ability to encourage cooperation among team members; Quick self-motivated learner who can initiate and drive new projects; Excellent analytical and organizational skills; Planning/organizing-the individual prioritizes and plans work activities and uses time efficiently. Makes good and timely decisions that propels our company forward; Critical thinking to create innovative ways for our customers and our company to be successful. The individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality;. Adaptability-the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Required Bachelor's degree in Business or Healthcare related field and/or 2+ years of relevant Pharmacy Benefit consulting or PBM Account Management experience; Ability to travel as required (up to 10% of time) Preferred Knowledge of both Pharmacy and Medical data Strong experience in MS Office and/or MS Excel Experience with Tableau Pay Range 26 - 28 Hourly The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role. Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

Are you ready to take your career to the next level? ServiceLink, one of the top providers in the mortgage services industry, seeks an individual with a solid work history in the mortgage or real estate industry, to join our team as a Title Assistant. The ideal candidate will enjoy working with clients, both internal and external; be detail oriented; and is driven to meet tight deadlines in a fast paced environment. If you are ready for a career and not just your next job, now is the time to join our team and become a part of something big. Applicants must be currently authorized to work in the United States on a full-time basis and must not require sponsorship for employment visa status now or in the future. A DAY IN THE LIFE In this role, you will… · Open new title orders for clients. · Facilitate the recording of documents. · Perform title searches. · Assist Title Officer. WHO YOU ARE You possess … · Two or more years' experience as Title Assistant OR three or more years' experience as Foreclosure Trustee, Foreclosure Processor or Loss Mitigation specialist. · A penchant for excellence. You will use your strong attention to detail to maintain our quality standards. · The ability to multitask in a fast paced environment, especially the ability to meet tight deadlines for our clients. · Excellent verbal and written communication skills. Responsibilities · Open orders. · Facilitate the recording of documents. · Assist Title Officer as needed. · Correspond to clients written inquiries as needed. · Manage incoming telephone inquiries from clients. · Perform title searches and/or updates. . Perform all other duties as assigned. Qualifications · High School diploma or equivalent required. · 2 + years' experience as Title Assistant OR 3 + years' experience as Foreclosure Trustee, Foreclosure Processor or Loss Mitigation specialist · Knowledge of Microsoft Office, Title Point, Data Trace, Data Tree and other 3rd party technologies. · An understanding of title insurance. · Excellent written and verbal communication. · Task orientated. We can recommend jobs specifically for you! Click here to get started.

The Client Service Assistant (CSA) role is an entry-level opportunity to gain exposure to the insurance industry. You will work alongside and support the activities of our Client Service Associates, Executives, and Producers through performing a range of service and marketing activities while maintaining a well-rounded, current knowledge of insurance products and coverages. WHAT YOU'LL DO (Essential Job Tasks) As a Client Service Assistant, you will: New & Renewal Accounts Input Prospects, Clients, and any Acord applications into Agency Management System Set up client reporting forms, paperwork, timetables, and follow-up processes Issue new and renewal client packets, including certificates of insurance and automobile I.D. cards Assist with marketing efforts for new and renewing business including preparing renewal proposals Create and send workers compensation claim kits to clients following their policy start Provide quotes through carrier online rating portals upon request Accounting Enter transactions for additional and return premiums and follow up for payment or refund Help ensure proper collection of funds, forms, and documentation to maintain client accounts Obtain documents and forms for surplus lines filing on behalf of the insured Post-Inception Report any inconsistencies and errors to account servicer and follow up to correct them Check all policies against client requests and communicate any discrepancies Pre-Renewal Gather and organize documentation required for renewal or marketing processes Help prepare annual review summaries and overviews of expiring insurance programs Access and document loss/claim information for clients and prospects Utilize Loss Runs to create Loss Summary for the team and insured parties Review experience mod information for accuracy using ModMaster and provide options and projections as needed Throughout Term Process client change requests and needs throughout the policy year Receive, document and file all claims by insured, liaising with appropriate parties as necessary Manage cancellation requests to carrier, ensuring accurate and timely resolution Process Motor Vehicle Report requests, review insurance contract language, and facilitate policy audit reviews Provide clerical support for team as needed Development Collaborate with Training & Development team to assist in teaching and job shadows for newer team members Obtain Property & Casual Insurance Agent's License within first 3 months of employment WHAT YOU BRING TO THE TABLE (Knowledge, Skills and Abilities) Proficiency in data management and administrative tasks Strong organizational skills and keen attention to detail Ability to work collaboratively in a team environment Time management and workflow prioritization Effective oral and written communication Eagerness to learn and be engaged WORKING AT SSP Learn more about what we do: ******************* We are Selfless, Stewards of our Partnerships. We have a fantastic culture... ******************************************* And we're here to support you! PERKS/BENEFITS Unlimited PTO Health Insurance (Medical/Dental/Vision) Safe Harbor 401K (We contribute 3% regardless of whether you do!) Dress For Your Day Flexible Work Schedule Clear Growth Path In-House Continuing Education Team Outings & Events Community Outreach

Why Saybrus? We strive to help employees lead fulfilling professional lives. Excellence is expected and rewarded. We believe in straightforward communication and encourage employees to share opinions and ideas. Our salaries, incentive awards and comprehensive benefits provide a highly competitive total reward package based on individual and company performance. Many of our employees work from their homes, while others are based in our Hartford, CT headquarters. Job Summary The Client Experience Coordinator serves as the primary liaison between the client and the company throughout the new business and underwriting process. This role is responsible for providing quality updates to the client, answering client questions, and ensuring a clear understanding of each step. The coordinator independently manages cases, resolves vendor issues that may arise, and will collaborate with the client to gather outstanding requirements efficiently to avoid delays. A strong knowledge of the life insurance process, excellent communication skills - both written and verbal -, and a commitment to superior customer service are essential. The Client Experience Coordinator requires professionalism, a service-oriented mindset, and the ability to work collaboratively with internal teams to support the overall success of the account.Job Description Principal Duties and Responsibilities Proactively follow up and provide communication to support client/advisor satisfaction and understanding; ensure the client understands each step in the process while providing superior service support direct to the client. Manage daily workload with emphasis on time management and quality standards. Review and assess requirements, as needed. Serve as a single point of contact with customers. Receive and resolve complex and/or sensitive customer service inquiries, complaints and problems with quality, accuracy, and in a timely manner. Proactively resolve any issues and inquiries. Manage the necessary components for the new business process directly impacting the client. Identifying cases that need special handling. Accept ownership and suggest innovative solutions to meet branch/client needs while undertaking new and different requests. Explore opportunities to add value. Use expertise in life insurance process, customer service, terminology, technology to support and enhance daily operations. Provide continuous scheduled telephone coverage as business needs dictate. Partners with Senior Case Manager to deliver a holistic experience to the branch. Perform other duties as assigned. Knowledge, Skills, and Abilities Knowledge of the life insurance process (permanent and term products), including key impairments Working knowledge of desktop applications such as Outlook, Word, and Excel. Knowledge of Smart Office and Salesforce.com a plus. Critical thinking skills with the ability to identify and troubleshoot problems, and comfort with cases involving a high degree of complexity. Excellent verbal and written communication skills; clear and effective Excellent interpersonal and relationship building skills to interact with internal and external clients. Discretion while managing confidential matters (e.g., medical records) Ability to work independently in a fast-paced, multi-faceted environment while focusing on critical deliverables. Knowledge of HIPAA rules and regulations. Comfortable in a team environment and supportive of corporate change Equal Employment Opportunity Statement We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive. Americans with Disabilities Act (ADA) Statement We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at ****************. Pay Transparency Statement We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request. Background Screening Statement Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.

The Client Service Assistant (CSA) role is an entry-level opportunity to gain exposure to the insurance industry. You will work alongside and support the activities of our Client Service Associates, Executives, and Producers through performing a range of service and marketing activities while maintaining a well-rounded, current knowledge of insurance products and coverages. WHAT YOU'LL DO (Essential Job Tasks) As a Client Service Assistant, you will: New & Renewal Accounts Input Prospects, Clients, and any Acord applications into Agency Management System Set up client reporting forms, paperwork, timetables, and follow-up processes Issue new and renewal client packets, including certificates of insurance and automobile I.D. cards Assist with marketing efforts for new and renewing business including preparing renewal proposals Create and send workers compensation claim kits to clients following their policy start Provide quotes through carrier online rating portals upon request Accounting Enter transactions for additional and return premiums and follow up for payment or refund Help ensure proper collection of funds, forms, and documentation to maintain client accounts Obtain documents and forms for surplus lines filing on behalf of the insured Post-Inception Report any inconsistencies and errors to account servicer and follow up to correct them Check all policies against client requests and communicate any discrepancies Pre-Renewal Gather and organize documentation required for renewal or marketing processes Help prepare annual review summaries and overviews of expiring insurance programs Access and document loss/claim information for clients and prospects Utilize Loss Runs to create Loss Summary for the team and insured parties Review experience mod information for accuracy using ModMaster and provide options and projections as needed Throughout Term Process client change requests and needs throughout the policy year Receive, document and file all claims by insured, liaising with appropriate parties as necessary Manage cancellation requests to carrier, ensuring accurate and timely resolution Process Motor Vehicle Report requests, review insurance contract language, and facilitate policy audit reviews Provide clerical support for team as needed Development Collaborate with Training & Development team to assist in teaching and job shadows for newer team members Obtain Property & Casual Insurance Agent's License within first 3 months of employment WHAT YOU BRING TO THE TABLE (Knowledge, Skills and Abilities) Proficiency in data management and administrative tasks Strong organizational skills and keen attention to detail Ability to work collaboratively in a team environment Time management and workflow prioritization Effective oral and written communication Eagerness to learn and be engaged WORKING AT SSP Learn more about what we do: ******************* We are Selfless, Stewards of our Partnerships. We have a fantastic culture... ******************************************* And we're here to support you! PERKS/BENEFITS Unlimited PTO Health Insurance (Medical/Dental/Vision) Safe Harbor 401K (We contribute 3% regardless of whether you do!) Dress For Your Day Flexible Work Schedule Clear Growth Path In-House Continuing Education Team Outings & Events Community Outreach

Client Service Assistant The Client Service Assistant (CSA) role is an entry-level opportunity to gain exposure to the insurance industry. You will work alongside and support the activities of our Client Service Associates, Executives, and Producers through performing a range of service and marketing activities while maintaining a well-rounded, current knowledge of insurance products and coverages. A DAY IN THE LIFE: **************************** WHAT YOU'LL DO (Essential Job Tasks) As a Client Service Assistant, you will provide support and assist with the following: Inquiries relating to general client service from clients and their employees regarding benefit coverages and questions Basic understanding of Compliance topics (DOL, ERISA, COBRA, FMLA, etc.) Cultivation of carrier and client relationships Renewal & Marketing Marketing efforts and plan implementation for new business and renewals Preparation and presentation of analysis for renewal and marketing results Preparation of enrollment materials and presentations Set up and maintenance of benefit administration systems Administrative Maintenance of client information in Agency Management System Eligibility services including employee additions and terminations for select employer groups Monthly, quarterly and annual reporting Auditing invoices and eligibility Other tasks as assigned WHAT YOU BRING TO THE TABLE (Knowledge, Skills and Abilities) Attention to detail Time management and workflow prioritization Effective oral and written communication Eagerness to learn Proactive problem solving WORKING AT SSP Learn more about what we do: ******************* We are Selfless, Stewards of our Partnerships. We have a fantastic culture... ******************************************* And we're here to support you! PERKS/BENEFITS Unlimited PTO Health Insurance (Medical/Dental/Vision) Safe Harbor 401K (We contribute 3% regardless of whether you do!) Dress For Your Day Flexible Work Schedule Clear Growth Path In-House Continuing Education Team Outings & Events Community Outreach We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. Sterling Seacrest Pritchard participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. upon job acceptance.

The Client Service Assistant (CSA) role is an entry-level opportunity to gain exposure to the insurance industry. You will work alongside and support the activities of our Client Service Associates, Executives, and Producers through performing a range of service and marketing activities while maintaining a well-rounded, current knowledge of insurance products and coverages. WHAT YOU'LL DO (Essential Job Tasks) As a Client Service Assistant, you will: New & Renewal Accounts Input Prospects, Clients, and any Acord applications into Agency Management System Set up client reporting forms, paperwork, timetables, and follow-up processes Issue new and renewal client packets, including certificates of insurance and automobile I.D. cards Assist with marketing efforts for new and renewing business including preparing renewal proposals Create and send workers compensation claim kits to clients following their policy start Provide quotes through carrier online rating portals upon request Accounting Enter transactions for additional and return premiums and follow up for payment or refund Help ensure proper collection of funds, forms, and documentation to maintain client accounts Obtain documents and forms for surplus lines filing on behalf of the insured Post-Inception Report any inconsistencies and errors to account servicer and follow up to correct them Check all policies against client requests and communicate any discrepancies Pre-Renewal Gather and organize documentation required for renewal or marketing processes Help prepare annual review summaries and overviews of expiring insurance programs Access and document loss/claim information for clients and prospects Utilize Loss Runs to create Loss Summary for the team and insured parties Review experience mod information for accuracy using ModMaster and provide options and projections as needed Throughout Term Process client change requests and needs throughout the policy year Receive, document and file all claims by insured, liaising with appropriate parties as necessary Manage cancellation requests to carrier, ensuring accurate and timely resolution Process Motor Vehicle Report requests, review insurance contract language, and facilitate policy audit reviews Provide clerical support for team as needed Development Collaborate with Training & Development team to assist in teaching and job shadows for newer team members Obtain Property & Casual Insurance Agent's License within first 3 months of employment WHAT YOU BRING TO THE TABLE (Knowledge, Skills and Abilities) Proficiency in data management and administrative tasks Strong organizational skills and keen attention to detail Ability to work collaboratively in a team environment Time management and workflow prioritization Effective oral and written communication Eagerness to learn and be engaged WORKING AT SSP Learn more about what we do: ******************* We are Selfless, Stewards of our Partnerships. We have a fantastic culture... ******************************************* And we're here to support you! PERKS/BENEFITS Unlimited PTO Health Insurance (Medical/Dental/Vision) Safe Harbor 401K (We contribute 3% regardless of whether you do!) Dress For Your Day Flexible Work Schedule Clear Growth Path In-House Continuing Education Team Outings & Events Community Outreach

About This Role The Client Services Assistant will serve as the primary liaison between clients and the clinical care team within assigned Small Animal Medicine service areas. This role ensures smooth communication, accurate scheduling, and consistent follow-up to support high-quality patient care. This individual must maintain a professional, compassionate, and service-oriented attitude while learning the unique workflows and communication preferences of the clinical teams they support. Worksite Description This position is On-site. All employees must reside in the United States when they begin working to comply with state law. K-State is unable to provide remote or hybrid work opportunities for residents of the state of Idaho. What You'll Need to Succeed Minimum Qualifications: Requires a high school diploma (or equivalent) and one year of relevant experience. Requirements may be met through a combination of education and experience. Preferred Qualifications: • Prior customer service experience in a fast-paced environment. • Two or more years of experience in a veterinary setting. • Knowledge of medical terminology, diseases, and symptoms. • Strong multi-tasking skills. • Ability to make sound decisions in a stressful situation. • Ability to prioritize and recognize the most effective & efficient process to accomplish the daily workflow. • Excellent communication (written and verbal) and strong interpersonal skills. • Adaptable to different computer systems/advanced computer skills. • Flexibility and willingness to help other teammates. • Ability to answer multiple phone lines. • Ability to perform word processing and data entry procedures on a personal computer. • Willing and able to master new techniques. Sponsorship eligibility: Candidates must be legally authorized to work in the U.S. on an ongoing basis without sponsorship. Application Window Applications close on: February 3, 2026 Anticipated Hiring Pay Range $15.50 - $16.50 per hour

Are you a compassionate individual who enjoys helping others achieve their personal health and wellness goals? If so, a career as a CHOICES Care Coordinator might be perfect for you\. **As a Care Coordinator, you will make a lasting impact on members' lives by ensuring their safety at home or within a community setting** \. In this role, you'll travel to member's homes for visits, while managing various demands and requests from both internal and external stakeholders\. We're seeking individuals who excel in problem\-solving through critical thinking, and who are adept at time management and prioritizing daily tasks\. You should be self\-motivated, flexible, and thrive in a fast\-paced environment\. Most importantly, you should have a passion for improving the quality of life for diverse members in their communities\. **You will be a great match for this role if you have:** - 3 years of experience in a clinical setting - Registered nurse with an active license in the state of Tennessee or hold a license in the state of their residence if the state is participating in the Nurse Licensure Compact Act; or Masters in Social Work with an active unrestricted license \(LCSW, LMSW, or LAPSW\)\. - Exceptional customer service skills - Must live within the following counties: Hickman, Lewis, and Perry Counties - Available for an 8:00am - 5:00pm EST\(no on call\) schedule, with the option \(upon management approval\) to work a compressed work week after 1 year\. **Job Responsibilities** + Partnering with members and families to identify needed supports and direct services to meet personal goals for good health, employment and independent or community living\. + Collaborates with a team of clinical and social support colleagues to meet the physical, behavioral health and long term service needs of each member\. + Conduct thorough and objective face\-to\-face visits with and assess each members situation to determine current status and needs, including physical, behavioral, functional, psycho\-social, financial, and employment and independent living expectations\. + Utilizing criteria for authorizing appropriate home and community based services and confirm those services are being provided and that members needs are being met\. + Valid Driver's License\. + TB Skin Test \(applies to coordinators that work in the field\)\. + Position requires 24 months in role before eligible to post for other internal positions\. + Various immunizations and/or associated medical tests may be required for this position\. **Job Qualifications** _Experience_ + 2 years \- Clinical experience required _Skills\\Certifications_ + PC Skills required \(Basic Microsoft Office and E\-Mail\) + Effective time management skills + Excellent oral and written communication skills + Strong interpersonal and organizational skills _License_ + Registered nurse with an active license in the state of Tennessee or hold a license in the state of their residence if the state is participating in the Nurse Licensure Compact Act; or Masters in Social Work with an active unrestricted license \(LCSW, LMSW, or LAPSW\)\. Employees who are required to operate either a BCBST\-owned vehicle or a personal or rental vehicle for company business on a routine basis\* will be automatically enrolled into the BCBST Driver Safety Program\. The employee will also be required to adhere to the guidelines set forth through the program\. This includes, maintaining a valid driver's license, auto insurance compliance with minimum liability requirements; as defined in the "Use of Non BCBST\-Owned Vehicle" Policy \(for employees driving personal or rental vehicles only\); and maintaining an acceptable motor vehicle record \(MVR\)\. \*The definition for "routine basis" is defined as daily, weekly or at regularly schedule times\. **Number of Openings Available** 1 **Worker Type:** Employee **Company:** VSHP Volunteer State Health Plan, Inc **Applying for this job indicates your acknowledgement and understanding of the following statements:** BCBST will recruit, hire, train and promote individuals in all job classifications without regard to race, religion, color, age, sex, national origin,citizenship, pregnancy, veteran status, sexual orientation, physical or mental disability, gender identity, or any other characteristic protected by applicable law\. Further information regarding BCBST's EEO Policies/Notices may be found by reviewing the following page: BCBST's EEO Policies/Notices \(****************************************************************** **BlueCross BlueShield of Tennessee is not accepting unsolicited assistance from search firms for this employment opportunity\. All resumes submitted by search firms to any employee at BlueCross BlueShield of Tennessee via\-email, the Internet or any other method without a valid, written Direct Placement Agreement in place for this position from BlueCross BlueShield of Tennessee HR/Talent Acquisition will not be considered\. No fee will be paid in the event the applicant is hired by BlueCross BlueShield of Tennessee as a result of the referral or through other means\.** As Tennessee's largest health benefit plan company, we've been helping Tennesseans find their own unique paths to good health since 1945\. More than that, we're your neighbors and friends - fellow Tennesseans with deep roots of caring tradition, a focused approach to physical, financial and community good health for today, and a bright outlook for an even healthier tomorrow\. At BCBST, we empower our employees to thrive both independently and collaboratively, creating a collective impact on the lives of our members\. We seek talented individuals who excel in a team environment, share responsibility, and embrace accountability\. We're also seeking candidates who are proficient in the Microsoft Office suite, including Microsoft Teams, organized, and capable of managing multiple assignments or projects simultaneously\. Additional, strong interpersonal abilities along with strong oral and written communication skills are important across all roles at BCBST\. BCBST is a remote\-first organization with many employees working primarily from their homes\. Each position within the company is classified as either fully remote, partially remote, or office based\. BCBST hires employees for remote positions from across the U\.S\. with the exception of the following states: California, Massachusetts, New Hampshire, New Jersey, and New York\. Applicants living in these states may move to an approved state prior to starting a position with BCBST at their own expense\.If the position requires the individual to reside in Chattanooga, TN, they may be eligible for relocation assistance\.

Job DescriptionClient Care Coordinator Department: Boca Health Marketing Reports to: National Director of Strategic Development Salary: Competitive based on education and experience. About Boca Recovery Center Founded in 2016, Boca Recovery Center is a nationally recognized addiction treatment provider specializing in substance use disorders and co-occurring mental health conditions. With locations in Florida, New Jersey, Indiana, and Massachusetts, we deliver evidence-based clinical care in a supportive, structured environment. Our team is committed to providing trauma-informed, client-centered services that promote lasting recovery. Position Overview We are seeking a dedicated and compassionate Client Care Coordinator to support clients through their treatment journey and ensure a successful transition into aftercare services. This role manages client care from admission through discharge, with a strong focus on aftercare planning, engagement, group facilitation, and collaboration with outreach, clinical, operations, and alumni teams. The Client Care Coordinator also provides support in AMA prevention and case management tasks such as FMLA and short-term disability processes. Key ResponsibilitiesAftercare & Discharge Planning Develop and implement individualized aftercare plans in coordination with clients, families, and clinical staff. Facilitate referrals and placements into outpatient programs, sober living, and recovery housing. Document and communicate all discharge planning details with the treatment team and referral sources. Client Engagement & Support Assist clients in navigating legal, family, or logistical barriers to treatment and recovery. Participate in AMA blocking efforts, providing motivational support and involving family/support systems. Maintain consistent, supportive communication with clients during treatment and facilitate smooth post-discharge transitions. Group Facilitation Lead engaging group sessions focused on relapse prevention, life skills, recovery maintenance, and aftercare education. Encourage active participation and provide resources for continued care and long-term recovery. Case Management Support Support clients in completing FMLA, short-term disability, and related medical leave documentation. Coordinate with employers, EAPs, and insurance providers to ensure continuity of care. Provide assistance with housing, transportation, and employment resources during the discharge process. Team Coordination & Communication Serve as liaison between Clinical, Outreach, Alumni, and operational teams to ensure seamless care coordination. Actively participate in interdisciplinary team meetings and case conferences. Maintain accurate and timely documentation within the Electronic Health Records (EHR) system. Key Performance Indicators (KPIs) Aftercare Placement Rate: 90% of eligible clients discharged with confirmed aftercare plan and placement. Timeliness of Aftercare Planning: Initial plan started within 5 days of admission; finalized at least 72 hours before discharge. AMA Intervention Success Rate: 60% of clients receiving intervention remain in treatment for at least 72 additional hours. Client Satisfaction: 85% positive feedback on aftercare planning and support from client satisfaction surveys. Requirements Associate's Degree in Psychology, Social Work, Counseling, or related field (required) 1-2 years of experience in behavioral health or substance use treatment setting Familiarity with aftercare planning, FMLA/disability documentation, and case management preferred Strong interpersonal, communication, and documentation skills Ability to work both independently and collaboratively within a multidisciplinary team Knowledge of community resources and treatment continuum Experience using Electronic Health Records (EHR) preferred Group facilitation experience is a plus Benefits Boca Recovery Center offers a comprehensive benefits package, including: Health Insurance Retirement Plans Disability Coverage Paid Time Off Continuing Education & Professional Development Opportunities Join Boca Recovery Center and make a meaningful impact through expert, compassionate care in a mission-driven environment focused on recovery and wellness.

TITLE: Social Worker DEPARTMENT: Social Services REPORTS TO: Director of Social Services/Administrator The essential functions of the job for a Social Worker requires, and may be amended from time to time at the sole discretion of Windsor Health Care, LLC to include, but are not limited to the following: · Must have either a Bachelor's Degree in Social Work (BSW) or a Master's Degree in Social Work (MSW) from a CSWE-accredited program. · Comply with standards of business conduct in accordance with federal, state and local health and regulatory standards and guidelines, as applicable. · Must possess, at a minimum, a high school diploma or a GED or at least two (2) years of experience in the healthcare field and/or related industry. · Must be able to work well with peers in a congenial work environment, and above all, maintain the utmost compassion and dignity to the residents and adhere to the Resident Bill of Rights. · Must be able to work beyond normal working hours; on weekends, as well as holidays, to the extent necessary. On-call status is a function of the job and employee understands, agrees to, and acknowledges that schedule flexibility is for the betterment of the residents and that the Social Worker will make themselves available, as needed, to ensure proper staffing levels. · In exigent circumstances, the employee may be subject to call back during emergency conditions (e.g., severe weather, evacuation, temporary staffing shortages, etc.). · Must adhere to Windsor Health Care, LLC's attendance policies and follow the terms and conditions of employment as set forth in the Employee Handbook. · Must be able to read, write, speak and understand English. · Must maintain the highest standards in caring and servicing the needs of the residents and residents' family members and loves ones. · Must adhere to all facility policies and procedures. RESPONSiBILITiES/ACCOUNTABiLITiES · Assists with planning and implementing a comprehensive social services program which provides for counseling and other support services for residents and families in the facility; · Identifies medical-related social needs of residents, provides appropriate services to meet the individual, as well as collective needs of residents, and maintains records relating to the residents' social work needs and care; · Consults with the Director of Social Services and other department heads regarding interdisciplinary issues, as well as maintenance of appropriate records; · Works directly with residents and families experiencing personal and environmental difficulties or concerns related to the resident's physical or emotional condition; · Promotes the preservation of the resident's physical and mental health and to prevent the occurrence or progression of personal and social problems; · Maintains a written record of the frequency and nature of the social service consultation and services provided or obtained; · Evaluates each resident's social needs then formulates the plan for providing care and records the plan in the resident's medical record. Periodically re-evaluates in conjunction with the resident's total plan of care; · Plans and implements family meetings (upon admission, and every 3 months thereafter) to provide a forum for ongoing discussions between resident/family and treatment team with a primary focus of discharge planning; · Collects pertinent social data upon admission of each resident and places it in the medical record, including information about the personal and family problems related to the resident's illness and care, support network, actions taken to meet the resident's individual needs and eventual discharge to an appropriate level of care based on functional capacity. Pertinent social data shall be made available to the attending physician and other appropriate staff members; · Acts as a liaison between residents, families, outside agencies, and the facility Administrator to ensure that the resident's rights are maintained; · Functions in a manner that adheres to all policies/procedures of the facility, as a representative of the Windsor Health Care, LLC's Center administration; · Documents and prepares any reports requested by the administration; also councils and provides assistance when change in financial status occurs for residents in the Windsor Health Care, LLC's Center; · Coordinates discharge planning and assists with the discharge planning and coordination of community resources. · Concerns his/herself with the safety of all facility residents in order to minimize the potential for fire and accidents. Also, ensures that the facility adheres to legal, safety, health, fire and sanitation codes by being familiar with his/her role in carrying out the facilities fire, safety and disaster plans and by being familiar with current MSDS; · Ensures that residents and families receive the highest quality of service in a caring and compassionate atmosphere which recognizes the individuals' needs and rights; · Report any occupational exposures to blood, body fluids, infectious materials, and or hazardous chemicals in accordance with facility policy; · Report work related injuries and illnesses immediately to your supervisor; · As a condition of employment, complete all assigned training and skills competency; · Participate in all life safety and emergency drills and trainings; · Fulfill responsibilities as assigned during implementation or activation of the facility's emergency plan; · Assists with evacuation of residents in an emergency situation; · Maintain confidentiality of Protected Health Information, including verbal, written and electronic communications; · Report non-compliance with policies, procedures, regulations or breaches in confidentiality to appropriate personnel; · Protect residents from abuse, and cooperate with all investigations; · Report any allegations of abuse, neglect, misappropriation of property, exploitation, or mistreatment of residents to supervisor and/or administrator; · Report any retaliation or discrimination to the Human Resource Director and the Compliance Officer; · Fulfill individual responsibility to report any suspicion of a crime to law enforcement and the state agency; · Performs other duties as requested. annual health requirements: · Must provide annual verification of a negative TB skin test. physical and sensory requirements: (With or Without the Aid of Mechanical Devices) · Must be able to move intermittently throughout the workday. · Must be able to cope with the mental and emotional stress of the position. · Must be able to see and hear or use prosthetics that will enable these senses to function adequately to ensure that the requirements of this position can be fully met. · Must meet the general health requirements set forth by the policies of this facility, which include a medical and physical examination. · Must be able to relate to and work with the ill, disabled, elderly, emotionally upset, and, at times, agitated residents · Must be able to push, pull, move, and/or lift a minimum of 25 pounds to a minimum height of 5 feet and be able to push, pull, move, and/or carry such weight a minimum distance of 50 feet. · May be necessary to assist in the evacuation of residents during emergency situations. acknowledgement of : I understand that as a result of my employment, I may be exposed to blood, body fluids, infectious diseases, air contaminants, and hazardous chemicals and that the facility will provide to me instructions on how to prevent and control such exposures. I further understand that I may also be exposed to the Hepatitis B and AIDS Viruses and TB, and that the facility will make available to me, free of charge, the hepatitis B vaccination. I also understand I may not release/disclose protected health or facility information without proper authorization. I hereby acknowledge receipt of Windsor Health Care, LLC's . I understand that it is my continuing responsibility to read and know its contents. I also understand and agree that the is not an employment contract for any specific period of employment or for continuing or long‐term employment. Therefore, I acknowledge and understand that unless I have a written employment agreement with Windsor Health Care, LLC that provides otherwise, I have the right to resign from my employment with Windsor Health Care, LLC at any time with or without notice and with or without cause, and that Windsor Health Care, LLC has the right to terminate my employment at any time with or without notice and with or without cause. I understand this and its requirements; I understand that this is not an exclusive list of the job functions and that I am expected to complete all duties as assigned; I understand the job functions may be altered by management without notice; I understand that this job description in no way constitutes an employment agreement and that I am an at-will employee. Employee Signature: ______________________________ Date: _____________________ Supervisor Signature: _____________________________ Date: _____________________

Job DescriptionClient Care Coordinator Department: Boca Health Marketing Reports to: National Director of Strategic Development Salary: Competitive based on education and experience. About Boca Recovery Center Founded in 2016, Boca Recovery Center is a nationally recognized addiction treatment provider specializing in substance use disorders and co-occurring mental health conditions. With locations in Florida, New Jersey, Indiana, and Massachusetts, we deliver evidence-based clinical care in a supportive, structured environment. Our team is committed to providing trauma-informed, client-centered services that promote lasting recovery. Position Overview We are seeking a dedicated and compassionate Client Care Coordinator to support clients through their treatment journey and ensure a successful transition into aftercare services. This role manages client care from admission through discharge, with a strong focus on aftercare planning, engagement, group facilitation, and collaboration with outreach, clinical, operations, and alumni teams. The Client Care Coordinator also provides support in AMA prevention and case management tasks such as FMLA and short-term disability processes. Key ResponsibilitiesAftercare & Discharge Planning Develop and implement individualized aftercare plans in coordination with clients, families, and clinical staff. Facilitate referrals and placements into outpatient programs, sober living, and recovery housing. Document and communicate all discharge planning details with the treatment team and referral sources. Client Engagement & Support Assist clients in navigating legal, family, or logistical barriers to treatment and recovery. Participate in AMA blocking efforts, providing motivational support and involving family/support systems. Maintain consistent, supportive communication with clients during treatment and facilitate smooth post-discharge transitions. Group Facilitation Lead engaging group sessions focused on relapse prevention, life skills, recovery maintenance, and aftercare education. Encourage active participation and provide resources for continued care and long-term recovery. Case Management Support Support clients in completing FMLA, short-term disability, and related medical leave documentation. Coordinate with employers, EAPs, and insurance providers to ensure continuity of care. Provide assistance with housing, transportation, and employment resources during the discharge process. Team Coordination & Communication Serve as liaison between Clinical, Outreach, Alumni, and operational teams to ensure seamless care coordination. Actively participate in interdisciplinary team meetings and case conferences. Maintain accurate and timely documentation within the Electronic Health Records (EHR) system. Key Performance Indicators (KPIs) Aftercare Placement Rate: 90% of eligible clients discharged with confirmed aftercare plan and placement. Timeliness of Aftercare Planning: Initial plan started within 5 days of admission; finalized at least 72 hours before discharge. AMA Intervention Success Rate: 60% of clients receiving intervention remain in treatment for at least 72 additional hours. Client Satisfaction: 85% positive feedback on aftercare planning and support from client satisfaction surveys. Requirements Associate's Degree in Psychology, Social Work, Counseling, or related field (required) 1-2 years of experience in behavioral health or substance use treatment setting Familiarity with aftercare planning, FMLA/disability documentation, and case management preferred Strong interpersonal, communication, and documentation skills Ability to work both independently and collaboratively within a multidisciplinary team Knowledge of community resources and treatment continuum Experience using Electronic Health Records (EHR) preferred Group facilitation experience is a plus Benefits Boca Recovery Center offers a comprehensive benefits package, including: Health Insurance Retirement Plans Disability Coverage Paid Time Off Continuing Education & Professional Development Opportunities Join Boca Recovery Center and make a meaningful impact through expert, compassionate care in a mission-driven environment focused on recovery and wellness.

At Elara Caring, we have a unique opportunity to play a huge role in the growth of an entire home care industry. Here, each employee has the chance to make a real difference by carrying out our mission every day. Join our elite team of healthcare professionals, providing the Right Care, at the Right Time, in the Right Place. : Client Care Coordinator Location: Mount Vernon, TX Schedule: Full-Time | Monday-Friday You take pride in your ability to help people-in any environment-and that perfectly aligns with our culture. At Elara Caring, our Client Care Coordinators are truly valued and essential in providing the best care to each patient, every day. At Elara Caring, all our team members play an integral role in shaping the future of healthcare. Being a part of something this great starts by carrying out our mission every day through your true calling: supporting an amazing team of compassionate and dedicated healthcare providers. Delivering the right care, at the right time, in the right place is the mission that inspires Elara Caring, and that starts with the right people . Currently, we serve over 65,000 patients nationwide, with constant opportunities to have a significant influence in the lives of our patients and their families. This means you have countless ways to make a difference in your role as Client Care Coordinator by helping your team to reach their full potential. To continue to be an industry pioneer delivering unparalleled care, we need Client Care Coordinator with commitment and compassion. Are you one of them? If so, apply today! Why Join the Elara Caring mission? You'll work in a collaborative environment You'll be rewarded with a unique opportunity, working with elite team of healthcare professionals Outstanding compensation package Comprehensive onboarding and mentorship Opportunities for advancement Medical, dental, and vision benefits, 401K match and paid time off for full-time staff What is Required? High school diploma or GED 5 years of experience in customer service, administrative and supervision Excellent communication skills Proactive problem solver, detail oriented, and able to work independently #ElaraGA This is not a comprehensive list of all job responsibilities ; a full will be provided. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace. We value the unique skills of veterans and military spouses. We encourage applications from military veterans and their families. Elara Caring provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age (40 and older), national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Elara Caring participates in E-Verify and we will provide the Federal Government with your Form I-9 information to confirm that you are authorized to work in the United States. Employers like Elara Caring can only use E-Verify once you have accepted the job offer and completed the Form I-9. At Elara Caring, pay and compensation are determined by a variety of factors, including education, job-related knowledge, skills, training, and experience. Our compensation structure reflects the cost of labor across different U.S. geographic markets, and may vary based on location. This is not a comprehensive list of all job responsibilities and requirements; upon request, a job description can be provided. If you are an individual with a disability and are unable or limited in your ability to use or access our career site as a result of your disability, you may request reasonable accommodations by reaching out to ********************.

Alera Group is looking for a Client Relationship Coordinator. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team - joining us may be the perfect fit for you! Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service. RESPONSIBILITIES * ]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id="request-WEB:30423334-c488-478b-a4d5-492a3bc5a44a-4" data-testid="conversation-turn-10" data-scroll-anchor="true" data-turn="assistant"> * Proactively call, qualify, follow up with prospects and clients to schedule qualified appointments for Financial Advisors generated through marketing efforts * Support seminars and workshops by assisting with setup, attendance, and booking appointments at program conclusions (approximately 2-3 per month) * Maintain accurate CRM (Salesforce) data entry from prospecting and marketing activities while working independently to meet business and department goals QUALIFICATIONS * Proficient with MS Office and Salesforce (preferred), holds a 4-year college degree, and able to work occasional evenings for events * Strong communication, follow-through, and persuasive phone skills with experience in appointment setting, inside sales, or similar client-facing roles * Highly organized, goal-driven, and motivated, with the ability to manage the full prospect-to-client conversion process; financial industry experience preferred ADDITIONAL INFORMATION This job is expected to be performed on-site in the office. Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more. Salary range is $58K to 70K per year. We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class. Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process. #LI-AM1 #LI-Onsite Location Type In-Office

Job DescriptionGENERAL OVERVIEW OF KEY ROLES & RESPONSIBILITIES: The individual occupying this position will support developmentally disabled individuals in their development of skills with the primary goals of enhancing independence and acquiring vocational skills through community-based instruction. Requirements ESSENTIAL & CORE FUNCTIONS 1. Develops consumer's basic community skills (e.g. social, communication, behavioral, use of community resources) through instruction and encouragement. 2. Assists in the development and implementation of long-term and short-term goals for the consumer, as developed by the Interdisciplinary Team under the supervision of the Program Coordinator. 3. Develops and maintains apositive and effective relationship with the individual, families, staff, administration, case management, and other service providers and assists in coordinating with any and all of their needs concerning the individual. 4. Teaches, prompts and/or assists the individual with developing targeted skills as outlined in the ISP 5. Coordinates and maintains the individual's schedule of activities. 6. Documents individual's progress towards goals, maintains records and completes paperwork asrequired. 7. Follows and adheres to the individual's ISP and behavior support plan and collects data. 8. Maintains a safe environment for the consumer; prevents harm to consumers, self and others. 9. Accompanies individual to and from desired community activities, scheduled appointments and activities in a safe and timely manner. 10. Serves as a good role model to the individual. 11. Maintains current certification as required by WES and as outlined in regulatory standards. ADDITIONAL RESPONSIBILITIES: 1. Performs other duties and special projects as assigned REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES 1. Knowledge of developmental disabilities population 2. Skill in coordinating an individual's daily activities 3. Skill in deciding (accurately) what is in the individuals served best interest (e.g., safety) 4. Skill in communicating with the individual, family, and others (e.g., listening, speaking) 5. Ability to engage in the individual's basic care needs, manage behavior problems, and meets other challenges 6. Ability to handle sensitive issues while protecting others' welfare 7. Ability to be honest, reliable, dependable, and professional at all times 8. Ability to exercise patience, understanding, creativity, and flexibility 9. Ability to work well with others as a team

GENERAL OVERVIEW OF KEY ROLES & RESPONSIBILITIES: The individual occupying this position will support developmentally disabled individuals in their development of skills with the primary goals of enhancing independence and acquiring vocational skills through community-based instruction. Requirements ESSENTIAL & CORE FUNCTIONS 1. Develops consumer's basic community skills (e.g. social, communication, behavioral, use of community resources) through instruction and encouragement. 2. Assists in the development and implementation of long-term and short-term goals for the consumer, as developed by the Interdisciplinary Team under the supervision of the Program Coordinator. 3. Develops and maintains apositive and effective relationship with the individual, families, staff, administration, case management, and other service providers and assists in coordinating with any and all of their needs concerning the individual. 4. Teaches, prompts and/or assists the individual with developing targeted skills as outlined in the ISP 5. Coordinates and maintains the individual's schedule of activities. 6. Documents individual's progress towards goals, maintains records and completes paperwork asrequired. 7. Follows and adheres to the individual's ISP and behavior support plan and collects data. 8. Maintains a safe environment for the consumer; prevents harm to consumers, self and others. 9. Accompanies individual to and from desired community activities, scheduled appointments and activities in a safe and timely manner. 10. Serves as a good role model to the individual. 11. Maintains current certification as required by WES and as outlined in regulatory standards. ADDITIONAL RESPONSIBILITIES: 1. Performs other duties and special projects as assigned REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES 1. Knowledge of developmental disabilities population 2. Skill in coordinating an individual's daily activities 3. Skill in deciding (accurately) what is in the individuals served best interest (e.g., safety) 4. Skill in communicating with the individual, family, and others (e.g., listening, speaking) 5. Ability to engage in the individual's basic care needs, manage behavior problems, and meets other challenges 6. Ability to handle sensitive issues while protecting others' welfare 7. Ability to be honest, reliable, dependable, and professional at all times 8. Ability to exercise patience, understanding, creativity, and flexibility 9. Ability to work well with others as a team

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities. Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers' expectations while making a real impact for our company through our shared purpose. When you join our company, we want you to feel valued, supported and proud to work here. That's why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. na