Client Services Assistant jobs at HUB International

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 profit-sharing bonus Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits. Powered by JazzHR 6wcroor4we

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 profit-sharing bonus Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.

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 profit-sharing bonus Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.

The Client Experience Coordinator will operate with a high sense of urgency and will deliver the results in client management. This individual will make an immediate contribution by drawing upon previous client servicing experience. Working closely with other internal business units, the Client Experience Coordinator will be responsible for ensuring the client's needs and expectations are being met by the organization. About 80-90% of this job entails data entry, with the remaining 10-20% being problem solving and critical thinking, which may include process improvements. Job Duties and Responsibilities: Client Servicing (70%) * Serve as the primary point of contact for clients; maintain consistent contact to maximize client service and satisfaction to improve overall client experience; handling incoming calls at a professional level. * Manage and escalate any client impacts to field and internal loan servicing teams * Coach clients in best practices and product specific nuances; instruct clients on how to utilize company sites to provide additional support. * Effectively and professionally present information to clients and internal staff; occasionally participate in service calls to review new or ongoing service expectations * Maintain client specific business rules; ensure internal business units are informed of changes * Ownership of communication to prevent escalations; high level of soft skills. Data Analysis and Operation Processing (15%) * Analyze loan level indicators for overall awareness and issue prevention; provide strategic guidance to optimize product performance and improve overall client experience * Process and resolve client and field requests according to compliance, report and insurance processing, loan status updates, and verification events * Obtain and interpret data to create and present the client story with a basic knowledge of billings processes, cycle reports and lender file processing. * Review and analyze reporting for client portfolio; work directly with management to implement process changes * Maintain quality standards at a high level to reduce premium loss along with processing quick issue requests that coincide with state requirements. * Ability to navigate and decipher information provided in Process Definition, Lender Maintenance, and Reports on Demand. * Mentor fellow co-workers upon management request. * Assist with assigned projects as needed. * Ability to multi-task while navigating within the environments of multiple systems Issue Resolution (15%) * Ensure resolution of significant issues through coordination and collaboration with cross-functional teams * Provide corrective action to resolve loan or set up discrepancies; prepare and distribute communication to client and stakeholders * Ability to research issues quickly and thoroughly to develop clear messaging based on data and facts; ability to present information effectively to client and internal teams * Mature critical thinking and analysis capabilities; able to evaluate information, identify key issues and formulate conclusions based on sound, practical judgement, experience, and common sense * Capture the voice of the client; qualitative and quantitative * Collaborate with internal business units to alleviate the recurrence of identified issues within the scope of the position. Qualifications (Education, Experience, Certifications & KSA): * 1-2 years of relevant experience preferred. * High School Diploma or GED required: * Associate's Degree, or Vocational or Technical School Degree preferred * Strong communication skills; both verbal and written, necessary to develop and foster positive relationships with multiple clients and internal teams * Be resourceful, assertive, detail-oriented, and highly self-motivated to resolve critical client servicing needs * Ability to work independently and take ownership of client relationships, perform successfully under minimal supervision * Effective organizational abilities are required, including the ability to prioritize tasks based on importance * Be adaptable to change and can work both independently and as part of a team * Be proactive and find problems before they occur; be resourceful and have the drive to find the root cause The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job. #LI-Onsite #LI-AB2 We offer our employees a robust compensation package! Our comprehensive benefits include: medical, dental and vision insurance coverage; 100% company-paid life and disability coverage, 401k options with company match, three weeks PTO by the end of the first year and much more. Allied proudly promotes from within as part of a strong commitment to providing career growth opportunities for employees of all levels. Our diverse business portfolio allows employees broad career options with the advantage of staying with the same organization. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. To view our privacy statement click here To view our terms and conditions click here

Working at RCM&D and Unison Risk Solutions is ideal for those seeking a challenging, rewarding and upwardly mobile career in risk management, insurance and employee benefits. Dedicated to fostering their continued success and growth, we are deeply invested in our employees. Job Summary The Client Coordinator provides essential support to Client Managers by assisting with renewal-related activities and ensuring the smooth execution of client service processes. This role focuses on preparing and managing materials for renewals, open enrollments, and other client-facing needs. The Client Coordinator also handles administrative responsibilities that contribute to the overall efficiency of the Employee Benefits (EB) division. Essential Functions Renewal Support: Assist Client Managers with all renewal-related activities, ensuring materials and resources are prepared accurately and on time. Gather plan details and prepare comprehensive benefit enrollment guides based on final renewal decisions. Create legal notices, wrap documents, and other required materials for client renewals. Utilize tools such as Dynamis to prepare and organize client presentations. Print and assemble materials for open enrollment meetings, including enrollment packets and kits. Client Manager Support: Support Client Managers by ensuring they have all necessary resources for client meetings and decision-making, such as risk screeners, benchmarking reports, and surveys. Help organize and prepare client deliverables to ensure seamless service and compliance with timelines. Maintain accurate records in Epic and other internal systems, ensuring all client-related documentation is up to date and accessible. Administrative Support: Provide backup support for the executive assistant by handling administrative tasks such as printing, copying, faxing, and managing supply orders as needed. Provide backup support for other office operations when needed. Contribute to a collaborative team environment by sharing ideas and solutions to improve processes and workflows. Minimum Education/Abilities/Skills High school diploma required; college degree preferred. Experience in administrative support, insurance, or a related field preferred. TALENTS/STRENGTHS REQUIRED Strong organizational and time-management skills, with the ability to prioritize tasks and manage multiple deadlines effectively. Exceptional attention to detail, ensuring accuracy in all aspects of work. Excellent verbal and written communication skills, with the ability to interact professionally with team members and vendors. Service-oriented mindset, fostering a collaborative and proactive approach to team success. Proficiency in Microsoft Office (Word, Excel, Outlook) and the ability to learn and use systems like Epic, Dynamis, etc. Flexibility and adaptability to work effectively in a fast-paced, team-oriented environment. PHYSICAL REQUIREMENTS/MISCELLANEOUS Valid Driver's License. There are no physical requirements for the position. RCM&D, a Unison Risk Advisors company and founding member of Assurex Global, is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. Finding and cultivating talent is a hallmark of our organization. RCM&D looks for the best and brightest risk management, insurance and employee benefits professionals to join our firm. As a growing and vibrant business, we also recruit savvy marketing, sales, finance, human resources, technology and administrative colleagues to manage and operate our business.

MSIG USA continues to grow! MSIG USA is the US-based subsidiary of MS&AD Insurance Group Holdings, Inc., one of the world's top P&C carriers and a global Class 15 insurer, with A+ ratings and a reach that spans 40+ countries and regions. Leveraging our 350-year heritage, MSIG USA brings the financial strength, expertise, and global footprint to offer commercial insurance solutions that address your business's unique risks. Summary/Job Purpose: The Client Coordination Representative is accountable to help with the development and retention of business within Mitsui Sumitomo Marine Management. The individual must plan, direct and collaborate with internal teams (e.g. Underwriting, Claims, Risk Engineering, Accounting and Senior Management as well as MSIJ (Head Office)) to address customers' needs and deliver superior customer service, grow MSMM's book of business and help add value to the bottom line. Essential Functions: Establishes, manages and maintains direct customer and broker relationships for renewal and new business opportunities. Analyzes and identifies client's service needs and communicates with internal teams and customers to provide customer support. Establishes Marketing goals to assist with acquisition of new accounts, maintenance of existing accounts, and achievement of profitability. Assists Underwriting in achieving established loss ratio and renewal retention goals. Develops marketing plans for assigned territory and establishes long and short term goals to achieve profitable growth. Proactively researches, analyzes and monitors key market factors to help MSMM take advantage of market opportunities and minimize adverse market impact. Recommends pricing strategy and provides feedback from the market to Underwriting and Management. Evaluates market reaction/satisfaction of MSMM products (pricing, coverage, services, etc.) and communicates the feedback to the appropriate departments. Ensures effective control of territory's marketing results and that corrective action occurs so that business plan goals are achieved. Supervisory Responsibilities: This position has no supervisory responsibilities Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and Experience Required: High School Diploma or GED or equivalent is required. Bachelor's degree (B. A.) from four-year college or university preferred with an emphasis on Business, Management, or Economics preferred. 5+ years of successful experience in a marketing or sales role or strong customer service orientation is required. It's an exciting time for our company and a great opportunity to join a financially sound and growing global insurance group! It is the policy of MSIG USA to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, MSIG USA will provide reasonable accommodations for qualified individuals with disabilities.

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! SUMMARY: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Overview: The Sr. Client Coordinator works with the Client Executive (CE) and/or Client Manager (CM) to assist with the maintenance of a client's employee benefits program and the day-to-day service of the account. The Sr. Client Coordinator is responsible for assisting with the marketing process, from collecting census data to preparing benefits spreadsheets. The Sr. Client Coordinator is responsible for preparing/coordinating materials for open enrollments, including guides and cards, as well as assisting with open enrollments and health fairs. The Sr. Client Coordinator is also responsible for updating various client and internal systems, assisting the CE and/or CM with collecting and reviewing contracts and other data, and servicing the day-to-day needs of the client and its employees. ESSENTIAL DUTIES AND RESPONSIBLITIES: * Serve as day-to-day client contact and manage claim issues and escalations * Facilitate/lead ongoing weekly client calls * Analyze client health & welfare plans utilizing competitive benchmarking, valuation modeling and market research and present findings to client * Review, analyze & present to client RFP results * Review and analyze historical open enrollment results & claims data for client * Maintain/manage client activity per project plan & monitor client budget * Create and submit stop loss RFPs * Lead initial & quarterly client strategy meetings * Attend all meetings and events for clients * Maintain relationship day-to-day contact with carriers * Participate in pre-renewal strategy meetings with internal teams * Review carriers annual reports and schedule annual review meetings with carriers * Develop and manage implementation plans * Manage implementation biweekly calls * Review implementation documents * Manage open enrollment meetings as requested by client * Create communication strategy for clients * Create OE client materials as needed, or coordinate creation of materials with C&E team * Review all documents (presentations, announcements, guides, website pages, etc.) related to OE and make updates as necessary * Provide quality review on all client communications * Provide technical review for client benefit administration portals * Create ad hoc reports for clients as needed * Compile following data and provide to Execution team for report/document creation: * Recast underwriting summary data * Annual notice packet data * 5500 data from carriers * COBRA data * PCORI data * RFP data including census, claim info, insurance contracts & vendor data * QA Analysts projects/work * Present strategic initiatives to Consultant for consideration * Perform special projects as assigned EDUCATION and/or EXPERIENCE: * General knowledge of coverages and services regarding Employee benefits; * Intermediate knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher and Excel; * Strong attention to detail and time management abilities; * Strong ability to multi-task and assign priorities; * Ability to work effectively and efficiently both with and without direct supervision; * Ability to work effectively and efficiently in a team environment as well as independently; * Good interpersonal communication skills; * Experienced with agency management systems and HR portals, and the capability to learn and use other systems quickly and effectively; CERTIFICATES, LICENSES, REGISTRATIONS: * Texas Life and Health License; Preferred, or willing to obtain within 60 days of hire date; * Valid Driver License PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: * Generous Paid Time off * Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days * Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave * Generous employee referral bonus program of $1,500 per hired referral * Quarterly employee recognition program for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) * Employee Resource Groups: Women's Coalition, EPIC Veterans Group * Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development * Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support * Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs * 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! * EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation * We're in the top 10 of property/casualty agencies according to "Insurance Journal" To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. #LI-MS2 #LI-Hybrid

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: _____________________

Join Our Dynamic Insurance Team - Unlock Your Potential! Are you ready to take control of your future and build a career in one of the most stable and lucrative industries? We are seeking driven individuals to join our thriving insurance team, where you'll receive top-tier training, support, and unlimited income potential. NOW HIRING: ✅ Licensed Life & Health Agents ✅ Unlicensed Individuals (We'll guide you through the licensing process!) We're looking for our next leaders-those who want to build a career or an impactful part-time income stream. Is This You? ✔ Willing to work hard and commit for long-term success? ✔ Ready to invest in yourself and your business? ✔ Self-motivated and disciplined, even when no one is watching? ✔ Coachable and eager to learn? ✔ Interested in a business that is both recession- and pandemic-proof? If you answered YES to any of these, keep reading! Why Choose Us? 💼 Work from anywhere - full-time or part-time, set your own schedule. 💰 Uncapped earning potential - Part-time: $40,000 - $60,000 /month | Full-time: $70,000 - $150,000+++/month. 📈 No cold calling - You'll only assist individuals who have already requested help. ❌ No sales quotas, no pressure, no pushy tactics. 🧑 🏫 World-class training & mentorship - Learn directly from top agents. 🎯 Daily pay from the insurance carriers you work with. 🎁 Bonuses & incentives - Earn commissions starting at 80% (most carriers) + salary 🏆 Ownership opportunities - Build your own agency (if desired). 🏥 Health insurance available for qualified agents. 🚀 This is your chance to take back control, build a rewarding career, and create real financial freedom. 👉 Apply today and start your journey in financial services! ( Results may vary. Your success depends on effort, skill, and commitment to training and sales systems. )

Department: Boca Health Marketing Reports to: National Director of Strategic Development Salary: Competitive, based on experience 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.

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

Job DescriptionAbout The Strickland Group The Strickland Group is a family-driven, vision-first agency backed by a major national carrier. We combine modern tech, AI-assisted systems, and human connection to change how families protect their future. Our mission is simple: serve people and leave them better than we found them. Why this role is different This isn't a corporate seat - it's a pathway to ownership. You'll build your own business & develop a book of business, lead a team, and scale your income based on performance. No cold calls. No chasing. You'll work warm, qualified clients who've already requested help. What you'll do Master our systems and product suite to deliver first-class client experiences. Follow up with warm leads and prior client inquiries (we provide high-quality leads). Meet clients virtually (Zoom / phone) and guide them through the protections that build generational wealth. Manage your client communication and relationship lifecycle. Build a personal brand and scale your book - recruit and lead a team when ready. Hit performance goals to unlock promotions, leadership roles, and revenue-share opportunities. Maintain licensing, contracting, and compliance for your market. Attend weekly virtual training and leadership development. Who you are You want to build and own something - not just collect a paycheck. Entrepreneurial mindset: you plan, execute, iterate, and refuse to be average. Strong communicator - phone and video-first comfort. Organized, self-motivated, and tech-savvy. Preferably 2+ years in sales, service, or business ownership - but grit and results matter more. Requirements Reliable phone, data, and Wi-Fi. Must pass background check and carrier contracting. Active Life & Health license, or willingness to get licensed (we'll help you in 7-10 days). Compensation & growth Uncapped commission structure + performance bonuses and incentives. Clear path to leadership / territory ownership / revenue-share for top performers. Many of our highest-performing partners create a significant, scalable income by building teams and recurring revenue streams. 100% Commission Perks Remote, flexible schedule (evenings/weekends as client needs require). Comprehensive training and a proven playbook to build your business. Annual all-expense-paid trips for top producers. Discounted health and life coverage options. Leadership development and agent-to-owner transition support.

Job DescriptionAbout The Strickland Group: The Strickland Group is a family-driven, vision-first financial services agency helping families protect and build wealth through life insurance and retirement solutions. This is a 100% commission, remote role with flexible hours, mentorship, and a clear path to agency ownership. You'll meet with warm leads, uncover needs, present options, and help clients put protection in place. Training is provided; no experience required, but strong work ethic, coachability, and a desire to grow are musts.

Job DescriptionAbout The Strickland Group: The Strickland Group is a family-driven, vision-first financial services agency helping families protect and build wealth through life insurance and retirement solutions. This is a 100% commission, remote role with flexible hours, mentorship, and a clear path to agency ownership. You'll meet with warm leads, uncover needs, present options, and help clients put protection in place. Training is provided; no experience required, but strong work ethic, coachability, and a desire to grow are musts.

Job DescriptionAbout The Strickland Group The Strickland Group is a family-driven, vision-first agency backed by a major national carrier. We combine modern tech, AI-assisted systems, and human connection to change how families protect their future. Our mission is simple: serve people and leave them better than we found them. Why this role is different This isn't a corporate seat - it's a pathway to ownership. You'll build your own business while helping families protect their income, eliminate debt, and create generational wealth. We train you, support you, and help you win - whether part-time or full-time. What You'll Do • Contact warm leads (no cold calling) • Help families find the best protection plans • Develop leadership skills • Build a business with unlimited earning potential What We Look For • Coachable individuals hungry for growth • People who want time, freedom, and purpose • Strong communicators • No experience required (training provided) Earning Potential This is a 100% commission opportunity. Part-time: $35K-$75K. Full-time: $85K-$250K+. Top earners exceed $400K+. We hire nationwide, full-time and part-time. If you're ready to build something meaningful, apply today.

Job DescriptionAbout The Strickland Group The Strickland Group is a family-driven, vision-first agency backed by a major national carrier. We combine modern tech, AI-assisted systems, and human connection to change how families protect their future. Our mission is simple: serve people and leave them better than we found them. Why this role is different This isn't a corporate seat - it's a pathway to ownership. You'll build your own business while helping families protect their income, eliminate debt, and create generational wealth. We train you, support you, and help you win - whether part-time or full-time. What You'll Do • Contact warm leads (no cold calling) • Help families find the best protection plans • Develop leadership skills • Build a business with unlimited earning potential What We Look For • Coachable individuals hungry for growth • People who want time, freedom, and purpose • Strong communicators • No experience required (training provided) Earning Potential This is a 100% commission opportunity. Part-time: $35K-$75K. Full-time: $85K-$250K+. Top earners exceed $400K+. We hire nationwide, full-time and part-time. If you're ready to build something meaningful, apply today.

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

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

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