Operations Specialist jobs at Marsh & McLennan Companies - 518 jobs
Regional Operations Coordinator
Michigan Farm Bureau 4.1
Grand Rapids, MI jobs
US-MI-Grand Rapids Type: Regular Full-Time # of Openings: 1 Managing Partner Region (West) Regional Operations Coordinator ObjectiveThe Regional Operations Coordinator (RECO) provides day-to-day assistance to the Managing Partner in the West Region. The RECO will also provide operations support to the field force and be the bridge to the Home Office team, when necessary. Responsibilities
Regional Operations Coordinator Responsibilities· Assist in coordinating the Managing Partner's calendars with daily operation tasks· Manage the recruiting pipeline database and communication · Attend and participate in networking/recruiting events· Participate in and execute new agent contracting· Coordinate and plan regional meetings and events · Assist with Terminations, Book Reassignments, and agent Office Moves· Assist Managing Partners with managing Associate Regional Coordinator· Communicate regional and company updates and news to the field force· Assist agents in completing various required paperwork · Communicate and delegate client issues and MP communications · Complete policy transfers· Assist with Solicitor onboarding, process, and paperwork· Assist in Recruiting and Onboarding process· Contribute to partnership marketing and branding strategies· Send regional competition stats and data to the field force· Manages social media pages, post updates, engages with audience.· Compile data and send monthly reports/stats to the field force· Mine online sources for agent candidates and send interested prospects to MPs· Maintain and update agent contact and office information· Maintain and submit partnership annual expenses and budget · Communicate agent departures/new agents to MFB and field force Qualifications
Regional Operations Coordinator QualificationsRequiredHigh school diploma or equivalent required. Minimum three years of administrative experience required. Hold a State of Michigan Property & Casualty license Experienced usage and program development skills in Microsoft Office Suite (i.e., Word, Excel, PowerPoint, Outlook, and Teams) required. Keyboarding skills of 65 wpm with accuracy required. Basic math aptitude required.Willingness to pursue industry-related classes required. PreferredAssociate or bachelor's degree preferred. Familiarity with terminology and operations of the agricultural and insurance industries preferred. Note: Farm Bureau offers a full benefit package including medical, dental, vision, and 401K. PM19All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
PI7789c6ee92c7-37***********7
$32k-39k yearly est. 3d ago
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Insurance Policy Processing Specialist
Tokio Marine Highland 4.5
Chicago, IL jobs
The Insurance Policy Processing Specialist is an integral part of the Fine Art Division as they are responsible processing, delivering and invoicing policies, maintaining Fine Art Schedules, managing projects, and creating the division's transaction-based data.
Duties/Responsibilities:
Processing policy documents by creating, providing quality control, and delivering documents at all points in the policy life span. This includes binding, endorsements, processing Broker of Records, and cancellations
Ensuring detailed documentation and storing of policy folders and files
Providing consistency for document processing and documentation of underwriting files and policy milestones
Managing workflow to ensure meeting of service level agreements
Supporting the Processing and Reporting manager in pursuit of business by taking on new tasks and implementing new processes as needed
Cover for teammates and support underwriters while they are out of the office
Provide basic accounting support. Not limited to: invoice creation, following up for payment, managing statement delivery to brokers, assisting in reconciliation and cash application as needed, and fielding various accounting questions
Assist in schedule database creation and management
Actively participate in system maintenance, development, and implementation
Qualifications:
High School Diploma or equivalent required; Bachelor's degree preferred
Insurance industry experience preferred
Basic Fine Art knowledge a plus
Excellent oral and written communication skills, demonstrating an aptitude for customer-focused service
Strong MS Office skills, particularly Excel
Tech-savvy with hands-on experience in leveraging digital tools to streamline workflows
Ability to perform basic accounting tasks, including data entry, reconciliations, and understanding of financial terminology.
Independent worker and an organized and efficient team member with flexibility and patience
Detail oriented with strong organizational skills
Ability to multi-task and prioritize competing priorities
Comfortable with ambiguity
Able to adapt to new situations and quick changes
Ability to maintain a high level of confidentiality and professionalism
Additional Job Details:
This hybrid position is based in Chicago, IL. During the initial training period, this role requires being in the office five days per week; after training is complete, the expectation is a minimum of three days in the office each week.
The pay range for this role is $53,000 to $79,600 annually. This range reflects a good faith estimate of pay at the time of posting. Actual compensation will be determined based on factors such as experience, skills, knowledge, education, and internal pay equity.
About Tokio Marine Highland
Tokio Marine Highland Insurance Services (TMH) is a leading property and casualty underwriting agency. We offer a broad suite of tailored specialty risk management solutions, including private flood, fine art and lender-placed products. At TMH, it's all about our clients. Nationwide, our customers rely on our trusted, industry-leading coverages, supported by compliance expertise, superior claims management and the highest caliber of service.
Founded in 1962, TMH is a wholly owned company of Tokio Marine Kiln, one of the largest carriers in the Lloyd's of London insurance market and a member of the Tokio Marine Group. TMH has operating centers in Chicago, Il, Frisco, Texas, Miami, Fla., and South Pasadena, Calif.
If you're looking to advance your career, TMH is the perfect professional home. At TMH, you'll have a chance to innovate with the world's leading businesses, put your expertise into action on major projects, and work on game-changing initiatives. You'll also make long-lasting professional connections through sharing different perspectives, and you'll be inspired by the best.
Tokio Marine Highland, LLC (TMH) is an Equal Opportunity Employer. TMH's success depends heavily on the effective utilization of qualified people, regardless of their race, ancestry, religion, color, sex, national origin, sexual orientation, gender identity and/or expression, disability, veteran status, or any characteristic protected by law. As a company, we adhere to and promote equal employment opportunities for all.
Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is TMH's policy to provide reasonable accommodation when requested by qualified individuals with disabilities during the recruitment process, unless such accommodation
would cause an undue hardship. To make an accommodation request, please contact *****************************.
$53k-79.6k yearly 4d ago
Senior General Liability Litigation Specialist
Thebest Claims Solutions 4.1
Chicago, IL jobs
Our client, a National Carrier is looking for a Senior Litigation Claims Specialist for their remote opening. This employee will need to be well-versed in coverage of CGL Policies and writing Coverage Letters.
Requirements:
5+ years of general liability claims handling experience
2+ years of litigation experience
Advanced knowledge of general liability, product liability, umbrella policy coverages
Experience writing Denial letters or Reservation of Rights letters
$47k-86k yearly est. 1d ago
ITM Specialist
Windsor Federal Bank 4.0
Windsor, CT jobs
Under the direction of the Customer Care Center/ITM Manager, the ITM Specialist plays an integral role in ensuring that an exceptional customer experience is achieved in each banking interaction. In this role, the ITM Specialist assists customers and processes transactions via video, through our Customer Care Center and Interactive Teller Machines (ITMs). The ITM Specialist enhances customer relationships by providing tailored and accurate service through multiple delivery channels. The ITM Specialist is responsible for engaging with current customers, providing exceptional service and addressing inquiries professionally via the telephone and online. Flexibility to work extended hours and Saturdays is required.
ESSENTIAL FUNCTIONS:
Facilitates routine transactions using an ITM. Processes allowable financial transactions for customers which may include deposits, withdrawals, loan payments, and cashing checks. Verifies customer deposit requests, including proper payee and endorsement of checks. May provide certain transaction exceptions, within policy or procedural guidelines.
Effectively communicates with and assists internal and external customers in a professional, positive, and composed manner while using effective listening abilities to resolve customer inquiries and requests. Provides resolutions and creative solutions to non-traditional banking inquiries.
Services all banking inquiry types, including customer accounts and ATM/debit card research and maintenance, navigation and technical support for electronic services, fraud research and disputes.
Has extensive knowledge of all products and is proficient in navigating required electronic product delivery systems. Aids internal and external customers with electronic delivery inquiries and demonstrates research, problem resolution and technical expertise for electronic products and services. Assists customers in navigating and troubleshooting our electronic products.
Identifies and pursues opportunities to build and deepen consumer and business customer relationships by actively listening and engaging with the customer to cross-sell products and services and understand their current and future financial needs and priorities. Offers needs-based solutions and educates customers on products, promotions, and digital services to assist the customer in reaching their financial goals.
Maintains a discerning ability to strongly authenticate callers over the phone and mitigate risk by recognizing and reacting to covert and overt attempts of illicit activity. Makes sound judgements balancing customer service and risk to the Bank and provides first-level approval authority for certain transaction exceptions, within policy or procedural guidelines. Provides service escalation to management, as necessary.
Maintains knowledge of and compliance with applicable federal, state, and local laws and regulations governing the activities of the Bank, as well as a well-rounded knowledge of both front end and back-office operations. Understands when to escalate a problem or situation to management or another department/branch. Owns any customer issues from beginning until resolution while making sure to keep customer informed throughout the process.
Is cross trained in all basic Customer Care Center procedures and all verbal and written delivery channels, including phone system, chat, email, and ITM.
Directs calls to appropriate Bank departments and associates.
Adheres to all Bank, security, and regulatory policies and procedures, including but not limited to, Bank Secrecy Act requirements, currency reporting requirements, check processing and funds availability guidelines, and all other position-related regulations, policies, and best practices. Reports any discrepancies to the supervisor. Adheres to all operational policies and procedures.
Participates in Bank promotions and community events to increase outreach and foster new business opportunities.
Applies new technology, serves as a subject matter expert on ITMs and stays up to date on process improvements and technology enhancements.
Performs other related duties as required.
REQUIRED EDUCATION / EXPERIENCE / SKILLS:
High school diploma or equivalent is required, along with a minimum of one (1) to three (3) years of banking experience. Call center or retail banking experience is preferred.
Strong critical thinking skills - ability to assist others, sound decision making skills.
Strong customer service and sales skills, as well as strong written communication skills are required.
Proficient verbal and numerical aptitudes are required.
Must be able to work in a high-volume setting and must demonstrate an ability to quickly learn and adapt to changing systems, applications, policies, and procedures.
Maintains a professional appearance while communicating effectively through on-screen technology.
Possesses working knowledge of financial institution policies, procedures, services, and products.
Detail oriented and able to assist customers through the ITM process.
Ability to prioritize several daily responsibilities; must be highly organized and possess the ability to meet deadlines as required.
Ability to perform a variety of duties, often changing from one desk to another of a different nature without loss of efficiency or composure. It is required that the employee in this position can work independently and as part of a team, with the ability to easily transition between jobs based on Bank and department needs.
Ability to work flexible/extended hours including Saturdays.
Ability to receive guidance and supervision, follow work rules and work procedures; meet deadlines, punctuality, and attendance standards.
Ability to interpret ideas and facts, while also analyzing and interpreting federal and state laws and/or regulations.
Windsor Federal Bank, an Equal Opportunity Employer, offers a competitive compensation and benefits package including vacation, personal days, paid sick time, holidays, participation in a 401(k) plan, and profit sharing.
For consideration for this position, send resume to: *********************************
Windsor Federal Bank, 270 Broad Street Windsor, CT 06095
An Equal Opportunity Employer
$45k-86k yearly est. 2d ago
Ergonomic Specialist
ATI Physical Therapy 4.4
Detroit, MI jobs
Title: Ergonomic Specialist
Status: Full Time
Hours: M-F 6:30 am - 3:00 pm
ATI is a leading healthcare company specializing in musculoskeletal (MSK) health across the entire spectrum of care. Using a data-driven approach and highly skilled team members, we are redefining occupational health by proactively engaging employees, addressing injury causes, and reducing reliance on reactive treatments. As an Ergonomic Specialist , you will assess potential MSK injury risks and implement strategic solutions to mitigate them. This role emphasizes injury prevention and early intervention, providing integrated support to help workers stay healthy and productive.
Ergonomic Specialist Support and Development
At ATI, we prioritize your growth and success:
+ Collaborative Care: Supportive work environment with a network of industry partners and ATI's professional resources.
+ Commitment to Work-Life Balance: A schedule that promotes balance.
+ Autonomy of Care: Develop Injury Prevention programs for on-site employees.
+ Ongoing Learning and Resources : Access ATI Academy, BOC Classes (ATI Provider), structured mentorship, and leadership training. Clickhereto learn more.
Benefits Highlights
We offer a competitive compensation package with an incentive plan, and comprehensive benefits, including:
+ Paid Time Off : Generous PTO, holiday pay, CEU, and "Be Well Days" to recharge, prioritize mental and physical health.
+ Medical, Dental & Vision Coverage: Flexible plan options.
+ 401(k) Match: Competitive employer matching.
+ Childcare Tuition Assistance: Discounted rates.
+ Health Savings & Flexible Spending Accounts: Tax-saving options.
+ Short- & Long-Term Disability: 100% employer paid income protection plans.
+ Life Insurance: Employer-paid and voluntary options.
+ Parental Leave & Adoption Assistance : Paid time for new parents and support for adoption costs.
+ Wellness Programs: Including weight-loss and lifestyle coaching, digital mental-health support, and 24/7 virtual telehealth access.\*
+ Corporate Discounts: Exclusive deals for employees.
+ And more! Clickherefor the complete list of benefit offerings
_\*_ _NEW 2026 benefit!_
Responsibilities
As an Ergonomic Specialist you will be responsible for interfacing with office and industrial clients to assess employee health status and create an individualized plan for improvement.
+ Perform, document, and track ergo task analysis using client or ATI specific tools
+ Develop strategic actions for direction of client's ergonomics program
+ Develop, train, and lead cross functional teams and committees to include client's employees
+ Interface with department leaders and corporate executives to seek feedback and/or approval for projects, report, and program KPIs
+ Manage task lists with identified ergo risk furthering problem solve risk mitigation strategies and the ability to prioritize projects
+ Deploy new technology to include software and wearable technology
_The duties and responsibilities described are not a comprehensive list and additional tasks may be assigned to the employee from time to time; or the scope of the job may change as necessitated by business demands._
Qualifications
Required:
+ Bachelor's Degree in Allied Health or an equivalent combination of education.
_Or_
+ Minimum 2 years' experience in Early Intervention and/or industrial ergonomics
Preferred:
+ Education Bachelor's Degree in Human Factors, Engineering Biomechanics, Kinesiology, Ergonomics, Safety, Nursing or Allied Health Profession
+ AEP-Associate Ergonomics Professional Certificate
+ Previous training/experience in Industrial Ergonomics
_ATI provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training._
\# LI-KH4
Virtual Employee?
No
ReqID _2025-27544_
Job Locations _US-MI-Detroit_
Job Category _Occupational Health - Worksite Solutions_
Pay Class _Full Time_
$39k-53k yearly est. 3d ago
Claim Operations Specialist
The Travelers Companies 4.4
Orlando, FL jobs
Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
Job Category
Claim
Compensation Overview
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
Salary Range
$45,400.00 - $74,900.00
Target Openings
1
What Is the Opportunity?
Under moderate supervision, this position is responsible for partnering with claim professionals to assist customers. Responsibilities within the team include building customer relationships, completing financial transactions, updating and managing important business information, and handling numerous other duties and projects. This position does not manage others. As part of the hiring process, this position requires the completion of an online pre-employment assessment. Further information regarding the assessment including an accommodation process, if needed, will be provided at such time as your candidacy is deemed appropriate for further consideration.
What Will You Do?
* CUSTOMER ENGAGEMENT: Serves as a customer service representative for the claim department by promptly and professionally addressing customer questions and concerns, which may include: Triage and route callers to the appropriate department; Answers claim status and payment questions.
* CLAIM OPERATIONAL SERVICE AND PARTNERSHIPS: Partners with claim professionals in multiple departments to assist with the timely resolution of claims, which may include: Properly documents claim files, including notes and diaries, Requests reports and records, and reviews medical bills, mail and wage statements. Prints and prepares claim documents for legal and medical reviews. Reports and assigns claims, and transitions closed files to and from off-site storage. Receives, sorts, scans, and uploads incoming mail, and processes out-going mail. Orders, receives and distributes supplies and/or equipment.
* CLAIM PAYMENTS AND EXPENSE PROCESSING: Ensures the proper handling of financial transactions to include: Processes and issues claim payments including outside vendor invoices, attorney expenses, and medical processing fees. Processes and documents returned checks, voided checks and credits. Ensures timeliness and accuracy of all check processing.
* DATA AND INFORMATION MANAGEMENT: Maintains accurate records and information management, such as: Prepares, generates and reviews reports using the most effective technology. Updates data discrepancies identified in reports and systems. Uses management information data to prepare line of business or financial reports. Prepares operational reports for claim professionals and managers. Accurately documents pending and completed work activities using appropriate systems.
* FINANCIAL CONTROLS AND ASSESSMENTS: Assists with claim center financial standards, including: Performs underlying controls and effectively communicates findings. Assesses the reasonableness of data as well as identifying discrepancies, including reconciliations. Assesses the effectiveness of financial controls. Prepares data entries in accordance with established standards.
* May require lifting items up to 20 pounds (occasionally).
* Perform other duties as assigned.
What Will Our Ideal Candidate Have?
* Experience utilizing computer technology such as Microsoft Office, e-mail, Web-enabled applications, and database software.
* ACCOUNTABILITY: Takes ownership and responsibility for actions and outcomes, performance and results.
* ANALYTICAL THINKING: Ability to analyze and compare information to understand issues and explore alternative solutions.
* CHANGE MANAGEMENT/RESILIENCE: Ability to remain energized and focused in the face of ambiguity, change or strenuous demands.
* COMMUNICATION SKILLS: Verbal and written communication skills.
* JUDGMENT/DECISION MAKING: Ability to exercise sound judgment and make decisions.
* RELATIONSHIP MANAGEMENT: Ability to seek out, build, foster and maintain productive working relationships to meet goals and achieve results.
What is a Must Have?
* High School Diploma or GED.
* 1 year of service-related work experience OR Bachelor's Degree.
What Is in It for You?
* Health Insurance: Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
* Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
* Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
* Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
* Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
Employment Practices
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit *********************************************************
$45.4k-74.9k yearly 3d ago
Claim Operations Specialist
Travelers Insurance Company 4.4
Orlando, FL jobs
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Claim
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$45,400.00 - $74,900.00
**Target Openings**
1
**What Is the Opportunity?**
Under moderate supervision, this position is responsible for partnering with claim professionals to assist customers. Responsibilities within the team include building customer relationships, completing financial transactions, updating and managing important business information, and handling numerous other duties and projects. This position does not manage others. As part of the hiring process, this position requires the completion of an online pre-employment assessment. Further information regarding the assessment including an accommodation process, if needed, will be provided at such time as your candidacy is deemed appropriate for further consideration.
**What Will You Do?**
+ CUSTOMER ENGAGEMENT: Serves as a customer service representative for the claim department by promptly and professionally addressing customer questions and concerns, which may include: Triage and route callers to the appropriate department; Answers claim status and payment questions.
+ CLAIM OPERATIONAL SERVICE AND PARTNERSHIPS: Partners with claim professionals in multiple departments to assist with the timely resolution of claims, which may include: Properly documents claim files, including notes and diaries, Requests reports and records, and reviews medical bills, mail and wage statements. Prints and prepares claim documents for legal and medical reviews. Reports and assigns claims, and transitions closed files to and from off-site storage. Receives, sorts, scans, and uploads incoming mail, and processes out-going mail. Orders, receives and distributes supplies and/or equipment.
+ CLAIM PAYMENTS AND EXPENSE PROCESSING: Ensures the proper handling of financial transactions to include: Processes and issues claim payments including outside vendor invoices, attorney expenses, and medical processing fees. Processes and documents returned checks, voided checks and credits. Ensures timeliness and accuracy of all check processing.
+ DATA AND INFORMATION MANAGEMENT: Maintains accurate records and information management, such as: Prepares, generates and reviews reports using the most effective technology. Updates data discrepancies identified in reports and systems. Uses management information data to prepare line of business or financial reports. Prepares operational reports for claim professionals and managers. Accurately documents pending and completed work activities using appropriate systems.
+ FINANCIAL CONTROLS AND ASSESSMENTS: Assists with claim center financial standards, including: Performs underlying controls and effectively communicates findings. Assesses the reasonableness of data as well as identifying discrepancies, including reconciliations. Assesses the effectiveness of financial controls. Prepares data entries in accordance with established standards.
+ May require lifting items up to 20 pounds (occasionally).
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Experience utilizing computer technology such as Microsoft Office, e-mail, Web-enabled applications, and database software.
+ ACCOUNTABILITY: Takes ownership and responsibility for actions and outcomes, performance and results.
+ ANALYTICAL THINKING: Ability to analyze and compare information to understand issues and explore alternative solutions.
+ CHANGE MANAGEMENT/RESILIENCE: Ability to remain energized and focused in the face of ambiguity, change or strenuous demands.
+ COMMUNICATION SKILLS: Verbal and written communication skills.
+ JUDGMENT/DECISION MAKING: Ability to exercise sound judgment and make decisions.
+ RELATIONSHIP MANAGEMENT: Ability to seek out, build, foster and maintain productive working relationships to meet goals and achieve results.
**What is a Must Have?**
+ High School Diploma or GED.
+ 1 year of service-related work experience OR Bachelor's Degree.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
$45.4k-74.9k yearly 3d ago
Operations Specialist
Corporate Synergies 3.9
Camden, NJ jobs
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an OperationsSpecialist to their Corporate Synergies team in Philly Metro Region.
We're looking for a BenefitsVIP OperationsSpecialist to help us keep our client experience seamless and accurate. In this full-time role, you'll work closely with our Operations Lead and Account Management team to ensure plan information is precise and up-to-date, empowering our BenefitsVIP Representatives to provide top-tier support. You'll also collaborate with our mobile app vendor to keep the BenefitsVIP Mobile platform current and user-friendly. This is a great opportunity to make a real impact on client experience.
Essential Functions:
Audit and maintain plan information for accuracy and completeness.
Create and update Client Servicing Notes and Carrier Contacts.
Partner with Account Management to verify and update plan details.
Coordinate with our mobile app vendor to ensure accurate plan data on BenefitsVIP Mobile.
Maintain data integrity through meticulous and efficient data entry.
Support additional BenefitsVIP Operations tasks as needed.
Competencies & Qualifications:
Strong verbal and written communication skills.
Exceptional attention to detail and accuracy in data entry.
Ability to prioritize, take initiative, and meet deadlines in a fast-paced environment.
Excellent organizational and time management skills.
Collaborative team player with effective communication skills.
Familiarity with benefits administration or employee benefits is a plus.
Proficiency in Microsoft Office Suite and comfort with digital platforms.
This range represents the estimated low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience. The range listed is just one component of FRP's total compensation package for employees.
Pay Transparency Range
$19 - $21.50 USD
Disclaimer:
While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.
Equal Employment Opportunity (EEO):
FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.
Benefits:
FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!
$67k-100k yearly est. Auto-Apply 50d ago
Business Banking Treasury Operations Specialist
Farmers Insurance Federal Credit Union 3.7
Burbank, CA jobs
Farmers Insurance Federal Credit Union (FIGFCU) is building a best-in-class business banking platform-and we're looking for a dynamic, operations-minded individual to help bring it to life. As the Business Banking & Treasury OperationsSpecialist, you'll be the resident expert on how our core banking system (Fiserv DNA) powers treasury and cash management services for our growing business member base.
This is a rare opportunity to help shape the operational backbone of a high-impact program. You'll partner across teams to deliver digital-first, scalable, and member-centric treasury solutions like ACH origination, wires, positive pay, and escrow/IOLTA accounts. If you're a systems-savvy operations pro who thrives on building from the ground up-this is your moment.
Key Responsibilities
Serve as the internal operations expert for our core banking platform as it relates to business account products and treasury services.
Lead operational development and implementation for cash management features, including:
ACH origination and file processing
Wire transfers and investigations
Positive pay and fraud mitigation tools
Sweep accounts and business account hierarchies
Escrow and IOLTA account management
Partner with digital banking teams (e.g., Lumin) to ensure front-end functionality is aligned with core capabilities.
Develop and refine SOPs and workflows for business account onboarding, servicing, and exception handling.
Ensure operational compliance with relevant regulations (e.g., Reg E, BSA/AML, NACHA, crow compliance)
Support business banking initiatives including new product design, operational scalability, and systems integration.
Lead or contribute to operational readiness for post-digital conversion features such as activity billing and account analysis.
What You Bring
5+ years of experience in financial institution operations with a focus on business banking, treasury services, or commercial deposits.
Strong working knowledge of core banking platform (Fiserv DNA preferred), including product configuration, data fields, and back-office processing.
Experience supporting digital delivery of business banking services-especially ACH, wires, RDC, and positive pay.
Strong knowledge of business account types and requirements
Familiarity with business member needs and the unique operational aspects of escrow and IOLTA accounts.
Ability to translate business needs into technical and process requirements.
Self-starter who thrives in a build-from-scratch environment.
Creative problem-solver who navigates ambiguity with confidence and care.
Member-first mindset-you design with the business member in mind at every step.
Data-driven and detail-oriented-you look for patterns, optimize for scale, and catch what others might miss.
Collaborative communicator-you work across teams with clarity, purpose, and a get-it-done attitude.
Why FIGFCU?
At Farmers Insurance Federal Credit Union, we believe in bold thinking, building for the future, and making banking better for our members. As we expand our business banking capabilities, you'll have a unique opportunity to shape a modern, nimble, and meaningful operation from the inside out.
$48k-77k yearly est. 55d ago
Claim Operations Specialist
The Travelers Companies 4.4
Melville, NY jobs
Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
Job Category
Claim
Compensation Overview
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
Salary Range
$45,400.00 - $74,900.00
Target Openings
2
What Is the Opportunity?
Under moderate supervision, this position is responsible for partnering with claim professionals to assist customers. Responsibilities within the team include building customer relationships, completing financial transactions, updating and managing important business information, and handling numerous other duties and projects. This position does not manage others. As part of the hiring process, this position requires the completion of an online pre-employment assessment. Further information regarding the assessment including an accommodation process, if needed, will be provided at such time as your candidacy is deemed appropriate for further consideration.
What Will You Do?
* CUSTOMER ENGAGEMENT: Serves as a customer service representative for the claim department by promptly and professionally addressing customer questions and concerns, which may include: Triage and route callers to the appropriate department; Answers claim status and payment questions.
* CLAIM OPERATIONAL SERVICE AND PARTNERSHIPS: Partners with claim professionals in multiple departments to assist with the timely resolution of claims, which may include: Properly documents claim files, including notes and diaries, Requests reports and records, and reviews medical bills, mail and wage statements. Prints and prepares claim documents for legal and medical reviews. Reports and assigns claims, and transitions closed files to and from off-site storage. Receives, sorts, scans, and uploads incoming mail, and processes out-going mail. Orders, receives and distributes supplies and/or equipment.
* CLAIM PAYMENTS AND EXPENSE PROCESSING: Ensures the proper handling of financial transactions to include: Processes and issues claim payments including outside vendor invoices, attorney expenses, and medical processing fees. Processes and documents returned checks, voided checks and credits. Ensures timeliness and accuracy of all check processing.
* DATA AND INFORMATION MANAGEMENT: Maintains accurate records and information management, such as: Prepares, generates and reviews reports using the most effective technology. Updates data discrepancies identified in reports and systems. Uses management information data to prepare line of business or financial reports. Prepares operational reports for claim professionals and managers. Accurately documents pending and completed work activities using appropriate systems.
* FINANCIAL CONTROLS AND ASSESSMENTS: Assists with claim center financial standards, including: Performs underlying controls and effectively communicates findings. Assesses the reasonableness of data as well as identifying discrepancies, including reconciliations. Assesses the effectiveness of financial controls. Prepares data entries in accordance with established standards.
* May require lifting items up to 20 pounds (occasionally).
* Other duties as assigned.
* Perform other duties as assigned.
What Will Our Ideal Candidate Have?
* Experience utilizing computer technology such as Microsoft Office, e-mail, Web-enabled applications, and database software.
* ACCOUNTABILITY: Takes ownership and responsibility for actions and outcomes, performance and results.
* ANALYTICAL THINKING: Ability to analyze and compare information to understand issues and explore alternative solutions.
* CHANGE MANAGEMENT/RESILIENCE: Ability to remain energized and focused in the face of ambiguity, change or strenuous demands.
* COMMUNICATION SKILLS: Verbal and written communication skills.
* JUDGMENT/DECISION MAKING: Ability to exercise sound judgment and make decisions.
* RELATIONSHIP MANAGEMENT: Ability to seek out, build, foster and maintain productive working relationships to meet goals and achieve results.
What is a Must Have?
* High School Diploma or GED.
* 1 year of service-related work experience OR Bachelor's Degree required.
What Is in It for You?
* Health Insurance: Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
* Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
* Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
* Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
* Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
Employment Practices
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit *********************************************************
$45.4k-74.9k yearly 22d ago
Claim Operations Specialist
Travelers Insurance Company 4.4
Melville, NY jobs
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Claim
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$45,400.00 - $74,900.00
**Target Openings**
2
**What Is the Opportunity?**
Under moderate supervision, this position is responsible for partnering with claim professionals to assist customers. Responsibilities within the team include building customer relationships, completing financial transactions, updating and managing important business information, and handling numerous other duties and projects. This position does not manage others. As part of the hiring process, this position requires the completion of an online pre-employment assessment. Further information regarding the assessment including an accommodation process, if needed, will be provided at such time as your candidacy is deemed appropriate for further consideration.
**What Will You Do?**
+ CUSTOMER ENGAGEMENT: Serves as a customer service representative for the claim department by promptly and professionally addressing customer questions and concerns, which may include: Triage and route callers to the appropriate department; Answers claim status and payment questions.
+ CLAIM OPERATIONAL SERVICE AND PARTNERSHIPS: Partners with claim professionals in multiple departments to assist with the timely resolution of claims, which may include: Properly documents claim files, including notes and diaries, Requests reports and records, and reviews medical bills, mail and wage statements. Prints and prepares claim documents for legal and medical reviews. Reports and assigns claims, and transitions closed files to and from off-site storage. Receives, sorts, scans, and uploads incoming mail, and processes out-going mail. Orders, receives and distributes supplies and/or equipment.
+ CLAIM PAYMENTS AND EXPENSE PROCESSING: Ensures the proper handling of financial transactions to include: Processes and issues claim payments including outside vendor invoices, attorney expenses, and medical processing fees. Processes and documents returned checks, voided checks and credits. Ensures timeliness and accuracy of all check processing.
+ DATA AND INFORMATION MANAGEMENT: Maintains accurate records and information management, such as: Prepares, generates and reviews reports using the most effective technology. Updates data discrepancies identified in reports and systems. Uses management information data to prepare line of business or financial reports. Prepares operational reports for claim professionals and managers. Accurately documents pending and completed work activities using appropriate systems.
+ FINANCIAL CONTROLS AND ASSESSMENTS: Assists with claim center financial standards, including: Performs underlying controls and effectively communicates findings. Assesses the reasonableness of data as well as identifying discrepancies, including reconciliations. Assesses the effectiveness of financial controls. Prepares data entries in accordance with established standards.
+ May require lifting items up to 20 pounds (occasionally).
+ Other duties as assigned.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Experience utilizing computer technology such as Microsoft Office, e-mail, Web-enabled applications, and database software.
+ ACCOUNTABILITY: Takes ownership and responsibility for actions and outcomes, performance and results.
+ ANALYTICAL THINKING: Ability to analyze and compare information to understand issues and explore alternative solutions.
+ CHANGE MANAGEMENT/RESILIENCE: Ability to remain energized and focused in the face of ambiguity, change or strenuous demands.
+ COMMUNICATION SKILLS: Verbal and written communication skills.
+ JUDGMENT/DECISION MAKING: Ability to exercise sound judgment and make decisions.
+ RELATIONSHIP MANAGEMENT: Ability to seek out, build, foster and maintain productive working relationships to meet goals and achieve results.
**What is a Must Have?**
+ High School Diploma or GED.
+ 1 year of service-related work experience OR Bachelor's Degree required.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
$45.4k-74.9k yearly 60d+ ago
Claim Operations Specialist
The Travelers Companies 4.4
Rancho Cordova, CA jobs
Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
Job Category
Claim
Compensation Overview
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
Salary Range
$45,400.00 - $74,900.00
Target Openings
1
What Is the Opportunity?
Under moderate supervision, this position is responsible for partnering with claim professionals to assist customers. Responsibilities within the team include building customer relationships, completing financial transactions, updating and managing important business information, and handling numerous other duties and projects. This position does not manage others.
As part of the hiring process, this position requires the completion of an online pre-employment assessment. Further information regarding the assessment including an accommodation process, if needed, will be provided at such time as your candidacy is deemed appropriate for further consideration.
What Will You Do?
* CUSTOMER ENGAGEMENT: Serves as a customer service representative for the claim department by promptly and professionally addressing customer questions and concerns, which may include: Triage and route callers to the appropriate department; Answers claim status and payment questions.
* CLAIM OPERATIONAL SERVICE AND PARTNERSHIPS: Partners with claim professionals in multiple departments to assist with the timely resolution of claims, which may include: Properly documents claim files, including notes and diaries, Requests reports and records, and reviews medical bills, mail and wage statements. Prints and prepares claim documents for legal and medical reviews. Reports and assigns claims, and transitions closed files to and from off-site storage. Receives, sorts, scans, and uploads incoming mail, and processes out-going mail. Orders, receives and distributes supplies and/or equipment.
* CLAIM PAYMENTS AND EXPENSE PROCESSING: Ensures the proper handling of financial transactions to include: Processes and issues claim payments including outside vendor invoices, attorney expenses, and medical processing fees. Processes and documents returned checks, voided checks and credits. Ensures timeliness and accuracy of all check processing.
* DATA AND INFORMATION MANAGEMENT: Maintains accurate records and information management, such as: Prepares, generates and reviews reports using the most effective technology. Updates data discrepancies identified in reports and systems. Uses management information data to prepare line of business or financial reports. Prepares operational reports for claim professionals and managers. Accurately documents pending and completed work activities using appropriate systems.
* FINANCIAL CONTROLS AND ASSESSMENTS: Assists with claim center financial standards, including: Performs underlying controls and effectively communicates findings. Assesses the reasonableness of data as well as identifying discrepancies, including reconciliations. Assesses the effectiveness of financial controls. Prepares data entries in accordance with established standards.
* May require lifting items up to 20 pounds (occasionally).
* Perform other duties as assigned.
What Will Our Ideal Candidate Have?
* Experience utilizing computer technology such as Microsoft Office, e-mail, Web-enabled applications, and database software.
* ACCOUNTABILITY: Takes ownership and responsibility for actions and outcomes, performance and results.
* ANALYTICAL THINKING: Ability to analyze and compare information to understand issues and explore alternative solutions.
* CHANGE MANAGEMENT/RESILIENCE: Ability to remain energized and focused in the face of ambiguity, change or strenuous demands.
* COMMUNICATION SKILLS: Verbal and written communication skills.
* JUDGMENT/DECISION MAKING: Ability to exercise sound judgment and make decisions.
* RELATIONSHIP MANAGEMENT: Ability to seek out, build, foster and maintain productive working relationships to meet goals and achieve results.
What is a Must Have?
* High School Diploma or GED.
* 1 year of service-related work experience OR Bachelor's Degree.
What Is in It for You?
* Health Insurance: Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
* Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
* Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
* Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
* Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
Employment Practices
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit *********************************************************
$45.4k-74.9k yearly 60d+ ago
Claim Operations Specialist
Travelers Insurance Company 4.4
Rancho Cordova, CA jobs
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Claim
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$45,400.00 - $74,900.00
**Target Openings**
1
**What Is the Opportunity?**
Under moderate supervision, this position is responsible for partnering with claim professionals to assist customers. Responsibilities within the team include building customer relationships, completing financial transactions, updating and managing important business information, and handling numerous other duties and projects. This position does not manage others.
As part of the hiring process, this position requires the completion of an online pre-employment assessment. Further information regarding the assessment including an accommodation process, if needed, will be provided at such time as your candidacy is deemed appropriate for further consideration.
**What Will You Do?**
+ CUSTOMER ENGAGEMENT: Serves as a customer service representative for the claim department by promptly and professionally addressing customer questions and concerns, which may include: Triage and route callers to the appropriate department; Answers claim status and payment questions.
+ CLAIM OPERATIONAL SERVICE AND PARTNERSHIPS: Partners with claim professionals in multiple departments to assist with the timely resolution of claims, which may include: Properly documents claim files, including notes and diaries, Requests reports and records, and reviews medical bills, mail and wage statements. Prints and prepares claim documents for legal and medical reviews. Reports and assigns claims, and transitions closed files to and from off-site storage. Receives, sorts, scans, and uploads incoming mail, and processes out-going mail. Orders, receives and distributes supplies and/or equipment.
+ CLAIM PAYMENTS AND EXPENSE PROCESSING: Ensures the proper handling of financial transactions to include: Processes and issues claim payments including outside vendor invoices, attorney expenses, and medical processing fees. Processes and documents returned checks, voided checks and credits. Ensures timeliness and accuracy of all check processing.
+ DATA AND INFORMATION MANAGEMENT: Maintains accurate records and information management, such as: Prepares, generates and reviews reports using the most effective technology. Updates data discrepancies identified in reports and systems. Uses management information data to prepare line of business or financial reports. Prepares operational reports for claim professionals and managers. Accurately documents pending and completed work activities using appropriate systems.
+ FINANCIAL CONTROLS AND ASSESSMENTS: Assists with claim center financial standards, including: Performs underlying controls and effectively communicates findings. Assesses the reasonableness of data as well as identifying discrepancies, including reconciliations. Assesses the effectiveness of financial controls. Prepares data entries in accordance with established standards.
+ May require lifting items up to 20 pounds (occasionally).
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Experience utilizing computer technology such as Microsoft Office, e-mail, Web-enabled applications, and database software.
+ ACCOUNTABILITY: Takes ownership and responsibility for actions and outcomes, performance and results.
+ ANALYTICAL THINKING: Ability to analyze and compare information to understand issues and explore alternative solutions.
+ CHANGE MANAGEMENT/RESILIENCE: Ability to remain energized and focused in the face of ambiguity, change or strenuous demands.
+ COMMUNICATION SKILLS: Verbal and written communication skills.
+ JUDGMENT/DECISION MAKING: Ability to exercise sound judgment and make decisions.
+ RELATIONSHIP MANAGEMENT: Ability to seek out, build, foster and maintain productive working relationships to meet goals and achieve results.
**What is a Must Have?**
+ High School Diploma or GED.
+ 1 year of service-related work experience OR Bachelor's Degree.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
$45.4k-74.9k yearly 60d+ ago
Claim Operations Specialist
The Travelers Companies 4.4
Diamond Bar, CA jobs
Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
Job Category
Claim
Compensation Overview
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
Salary Range
$45,400.00 - $74,900.00
Target Openings
1
What Is the Opportunity?
Under moderate supervision, this position is responsible for partnering with claim professionals to assist customers. Responsibilities within the team include building customer relationships, completing financial transactions, updating and managing important business information, and handling numerous other duties and projects. This position does not manage others. As part of the hiring process, this position requires the completion of an online pre-employment assessment. Further information regarding the assessment including an accommodation process, if needed, will be provided at such time as your candidacy is deemed appropriate for further consideration.
What Will You Do?
* CUSTOMER ENGAGEMENT: Serves as a customer service representative for the claim department by promptly and professionally addressing customer questions and concerns, which may include: Triage and route callers to the appropriate department; Answers claim status and payment questions.
* CLAIM OPERATIONAL SERVICE AND PARTNERSHIPS: Partners with claim professionals in multiple departments to assist with the timely resolution of claims, which may include: Properly documents claim files, including notes and diaries, Requests reports and records, and reviews medical bills, mail and wage statements. Prints and prepares claim documents for legal and medical reviews. Reports and assigns claims, and transitions closed files to and from off-site storage. Receives, sorts, scans, and uploads incoming mail, and processes out-going mail. Orders, receives and distributes supplies and/or equipment.
* CLAIM PAYMENTS AND EXPENSE PROCESSING: Ensures the proper handling of financial transactions to include: Processes and issues claim payments including outside vendor invoices, attorney expenses, and medical processing fees. Processes and documents returned checks, voided checks and credits. Ensures timeliness and accuracy of all check processing.
* DATA AND INFORMATION MANAGEMENT: Maintains accurate records and information management, such as: Prepares, generates and reviews reports using the most effective technology. Updates data discrepancies identified in reports and systems. Uses management information data to prepare line of business or financial reports. Prepares operational reports for claim professionals and managers. Accurately documents pending and completed work activities using appropriate systems.
* FINANCIAL CONTROLS AND ASSESSMENTS: Assists with claim center financial standards, including: Performs underlying controls and effectively communicates findings. Assesses the reasonableness of data as well as identifying discrepancies, including reconciliations. Assesses the effectiveness of financial controls. Prepares data entries in accordance with established standards.
* May require lifting items up to 20 pounds (occasionally).
* Perform other duties as assigned.
What Will Our Ideal Candidate Have?
* Experience utilizing computer technology such as Microsoft Office, e-mail, Web-enabled applications, and database software.
* ACCOUNTABILITY: Takes ownership and responsibility for actions and outcomes, performance and results.
* ANALYTICAL THINKING: Ability to analyze and compare information to understand issues and explore alternative solutions.
* CHANGE MANAGEMENT/RESILIENCE: Ability to remain energized and focused in the face of ambiguity, change or strenuous demands.
* COMMUNICATION SKILLS: Verbal and written communication skills.
* JUDGMENT/DECISION MAKING: Ability to exercise sound judgment and make decisions.
* RELATIONSHIP MANAGEMENT: Ability to seek out, build, foster and maintain productive working relationships to meet goals and achieve results.
What is a Must Have?
* High School Diploma or GED.
* 1 year of service-related work experience OR Bachelor's Degree.
What Is in It for You?
* Health Insurance: Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
* Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
* Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
* Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
* Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
Employment Practices
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit *********************************************************
$45.4k-74.9k yearly 24d ago
Claim Operations Specialist
Travelers Insurance Company 4.4
Diamond Bar, CA jobs
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Claim
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$45,400.00 - $74,900.00
**Target Openings**
1
**What Is the Opportunity?**
Under moderate supervision, this position is responsible for partnering with claim professionals to assist customers. Responsibilities within the team include building customer relationships, completing financial transactions, updating and managing important business information, and handling numerous other duties and projects. This position does not manage others. As part of the hiring process, this position requires the completion of an online pre-employment assessment. Further information regarding the assessment including an accommodation process, if needed, will be provided at such time as your candidacy is deemed appropriate for further consideration.
**What Will You Do?**
+ CUSTOMER ENGAGEMENT: Serves as a customer service representative for the claim department by promptly and professionally addressing customer questions and concerns, which may include: Triage and route callers to the appropriate department; Answers claim status and payment questions.
+ CLAIM OPERATIONAL SERVICE AND PARTNERSHIPS: Partners with claim professionals in multiple departments to assist with the timely resolution of claims, which may include: Properly documents claim files, including notes and diaries, Requests reports and records, and reviews medical bills, mail and wage statements. Prints and prepares claim documents for legal and medical reviews. Reports and assigns claims, and transitions closed files to and from off-site storage. Receives, sorts, scans, and uploads incoming mail, and processes out-going mail. Orders, receives and distributes supplies and/or equipment.
+ CLAIM PAYMENTS AND EXPENSE PROCESSING: Ensures the proper handling of financial transactions to include: Processes and issues claim payments including outside vendor invoices, attorney expenses, and medical processing fees. Processes and documents returned checks, voided checks and credits. Ensures timeliness and accuracy of all check processing.
+ DATA AND INFORMATION MANAGEMENT: Maintains accurate records and information management, such as: Prepares, generates and reviews reports using the most effective technology. Updates data discrepancies identified in reports and systems. Uses management information data to prepare line of business or financial reports. Prepares operational reports for claim professionals and managers. Accurately documents pending and completed work activities using appropriate systems.
+ FINANCIAL CONTROLS AND ASSESSMENTS: Assists with claim center financial standards, including: Performs underlying controls and effectively communicates findings. Assesses the reasonableness of data as well as identifying discrepancies, including reconciliations. Assesses the effectiveness of financial controls. Prepares data entries in accordance with established standards.
+ May require lifting items up to 20 pounds (occasionally).
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Experience utilizing computer technology such as Microsoft Office, e-mail, Web-enabled applications, and database software.
+ ACCOUNTABILITY: Takes ownership and responsibility for actions and outcomes, performance and results.
+ ANALYTICAL THINKING: Ability to analyze and compare information to understand issues and explore alternative solutions.
+ CHANGE MANAGEMENT/RESILIENCE: Ability to remain energized and focused in the face of ambiguity, change or strenuous demands.
+ COMMUNICATION SKILLS: Verbal and written communication skills.
+ JUDGMENT/DECISION MAKING: Ability to exercise sound judgment and make decisions.
+ RELATIONSHIP MANAGEMENT: Ability to seek out, build, foster and maintain productive working relationships to meet goals and achieve results.
**What is a Must Have?**
+ High School Diploma or GED.
+ 1 year of service-related work experience OR Bachelor's Degree.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
$45.4k-74.9k yearly 24d ago
TL Operations Specialist
Lockton 4.5
Kansas City, MO jobs
We're searching for a driven individual who can help us streamline daily operations to ensure efficiency for the Transaction Liability Operations team. The operationsspecialist should be comfortable communicating with people inside and outside of the organization, able to work independently and manage time for a variety of tasks. The ideal candidate is a hard-working team player who has a strong ability to think outside the box with a sharp eye for detail.
Responsibilities:
* Monitor day-to-day operations, requests/questions for servicing of accounts to ensure a smooth process.
* Maintain spreadsheets used to track invoicing, state surplus lines filings, and subjectivity requirements to obtain issued policies.
* Corresponding daily with clients, insurers, team members, and other colleagues throughout the company.
* Reviewing binding documents for specific items pertaining to the operational side of processes.
* Following up with clients and insurers for required subjectivity document needed to final policy issuance.
* Running redlines used to review final issued policies for accuracy for delivery to our clients.
$33k-42k yearly est. 7d ago
Accounting Operations Specialist
Lockton 4.5
Kansas City, MO jobs
Lockton's Accounting Operations (AO) team is responsible for troubleshooting and error prevention for daily accounting operations. You will be responsible for incident resolution and pattern detection-keeping Insurance Brokerage Accounting (IBA) transactions reliable while surfacing insights that drive upstream process fixes.
IBA is the transactional accounting function that ensures client monies are accurately and timely applied to Agency Bill (fiduciary), Direct Bill, and Fees, and remitted to insurers-processing billions in cash transactions annually. Your work helps keep that engine running and improves it over time.
What you'll do
Service excellence (day-to-day)
* Triage incidents and resolve issues using documented playbooks and processes
* Maintain clear case notes and publish/refresh Knowledge Base entries for common IBA issues to improve firsttime resolution.
* Partner with Account Teams, IBA teammates and the Global Finance Service Center to remove blockers and keep transactional work flowing
Process engineering (continuous improvement)
* Identify recurring patterns across incident categories; quantify impact and share trends
* Collaborate with Accounting Operations Team, Automation/Systems, and offshore teams to design permanent fixes and reduce repeat tickets.
* Contribute to decision trees/SOPs that improve speed, consistency, and controls; help socialize changes through training moments.
$33k-42k yearly est. 23d ago
Operations Specialist
Aegis Security Insurance 4.2
Conway, AR jobs
Aegis General Energy, a division of Aegis General Insurance Agency, a wholly owned subsidiary of K2 Insurance Services, LLC, is seeking a full-time OperationsSpecialist to join its team at its headquarters in Conway, Arkansas.
Aegis Group offers a diversified national platform of specialty insurance programs. Acquired by San Diego-based K2 Insurance Services in 2013, Aegis continues to expand its product offerings and distribution by developing new insurance programs and increasing the number and geographic diversity of its marketing, sales, and support staff.
Aegis offers the opportunity to join an established company in growth mode. Our pay and benefits program includes a competitive hourly pay rate, medical, dental, and vision insurance; paid time-off in year of hire and 401(k) with employer match.
Pay Range: $18 - $20 USD Hourly
Job Description
OperationSpecialist - AEGIS GENERAL ENERGY
OperationSpecialist duties could include but not limited to the following;
Will be required to work in-office at the Conway Office in a hybrid capacity.
Provide best-in-class service and response times to our select agency partners
Data Entry into multiple internet-based systems
Answer incoming calls
Answer all emails in a Timely Matter
Assist in the day-to-day operations as assigned
Policy Issuance ,taking underwriting binds and putting into policies
Issue Federal and State Filings, issues the filings per state requirements
Process Endorsements, work within IMS to issue endorsements
Work all Errors for the DMV, bound accounts and all insurance is sent to the local DMV, some manual entries, requires work within multiple sites
Issue Cancellation and Non-renewals
Gather Driver Information for additional Drivers, gather information for underwriting, data entry into IMS system.
Soft Skills Required:
Must have precise and exceptional attention to detail, with an innate capacity for organization
Must be able to work within strict deadlines
Ability to multi-task and work within several systems at once, while prioritizing important and pressing tasks
Must be timely in responsiveness to emails, requests and completing tasks
Have a high level of self-motivation to work with a team and get tasks completed
Excellent verbal and written communication
Utilize time management abilities in a fast-paced, high volume environment
Ability to work in a customer service and driven environment.
Ability to resolve moderately complex problems and work in high pressure situations
Consistent dependability, promptness, and excellent people skills
Strong time management skills that allows the ability to complete own job and the backup for other team members
Hard Skills Required:
Use Microsoft Office software, (e.g. Outlook, Word and Excel)
Excellent computer skills including typing proficiency, Microsoft Office proficiency with an emphasis in Excel spreadsheets
Experience:
Minimum of 2 years' experience as a commercial CSR for a commercial lines insurance agency or 2 years' experience as a underwriting assistant at an MGA or Insurance Company
Compensation:
Aegis General Energy offers the opportunity to join an established company in growth mode. Our compensation program includes competitive pay; medical, dental, and vision insurance; paid time-off in year of hire; and 401(k) with employer match.
Send your resume to Cynthia Burleson @ ********************************
$18-20 hourly Auto-Apply 60d+ ago
New Business Professional II
AAA Life Insurance Company 4.5
Livonia, MI jobs
Why AAA Life
AAA Life is a respected and trusted American brand that has been focusing on Life Insurance and Annuity Products since 1969. At AAA Life we have over 1.8 million policies where we take pride in earning the trust of our policyholders who understand our promise to be there for them - and their families - when we're needed most. By joining the AAA Life team, you are joining a company that genuinely cares about helping each other, with a devotion to protect the lives of those around us. We embrace a diverse, equitable, inclusive culture where all associates can feel a sense of belonging and use their unique talents and perspective to influence, innovate, motivate, and thrive.
As a New Business Professional, you will process life and annuity applications ensuring each case is effectively managed to minimize turnaround time and maximize customer satisfaction. This may include reviewing confidential, sensitive, documents for completion and accuracy; ordering medical records and moving the case to completion.
Note: Must be willing and able to work 9:30am to 6:00pm shift
Responsibilities
How You'll Work
Work Solution: Remote
Relocation Eligibility: Not Available
What You'll Do
Tasks may include reviewing confidential, sensitive, documents for completion and accuracy, ordering medical records and moving the case to completion. This role may also process reinstatements, and conversions.
Process and track new business applications by inputting necessary data for accurate completion. Process life insurance and annuity applications ensuring each case is effectively managed to minimize turn-around time and maximize customer satisfaction.
Generates reports, correspondence and form letters for additional information, document files and follows up according to established procedures.
Reviews and processes new applications for life insurance and annuity products ensuring applications meet technical, legal and underwriting guidelines.
Refers or consults with Senior New Business Professional or other staff as appropriate on more complex applications.
Handles customer inquiries to include agents and members.
This role may also:
Process reinstatements, and conversions.
Generates reports, correspondence and form letters for additional information, document files and follows ups.
Reviews and processes new applications for life insurance and annuity products.
Handles customer inquiries to include agents and members.
Qualifications
Qualifications
1 -2 years' experience in process-oriented customer service role.
High School diploma or equivalent and some college level coursework required.
Strong Computer and Data Entry skills
Proficient with MS Office software
Experienced with internet-based systems.
Preferred Qualifications
Excellent Verbal and Written Communication skills.
Able to review data/documents for accuracy and consistency' take action to prevent mistakes; follow procedures closely; keep records accurate and up to date.
Able to interpret situations and information objectively when stressed; remain calm and professional in potentially volatile or emotionally charged interactions; maintain high productivity in stressful situations; maintain high performance in the face of setbacks or rejections; view failures objectively and rebound quickly.
Able to demonstrate mastery of the technical/functional skills necessary for performing own job.
Able to gather appropriate data and diagnose the cause of a problem before taking action; separate causes from symptoms; apply lessons learned from others who encountered similar problems or challenges; anticipate problems and develops contingency plans to deal with them; develop and evaluate alternative courses of action.
While performing the duties of this job, the employee is frequently required to stand, walk, sit, use hands to finger, handle, or feel, talk, hear and concentrate. Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus.
This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodation will be made for otherwise qualified applicants as needed to enable them to fulfill these requirements.
We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law.
$63k-85k yearly est. Auto-Apply 60d+ ago
New Business Onboarding Specialist
Man Group 4.6
Boston, MA jobs
Man Group is a global alternative investment management firm focused on pursuing outperformance for sophisticated clients via our Systematic, Discretionary and Solutions offerings. Powered by talent and advanced technology, our single and multi-manager investment strategies are underpinned by deep research and span public and private markets, across all major asset classes, with a significant focus on alternatives. Man Group takes a partnership approach to working with clients, establishing deep connections and creating tailored solutions to meet their investment goals and those of the millions of retirees and savers they represent.
Headquartered in London, we manage $213.9 billion* and operate across multiple offices globally. Man Group plc is listed on the London Stock Exchange under the ticker EMG.LN and is a constituent of the FTSE 250 Index. Further information can be found at ***********
* As at 30 September 2025
Role Overview
As a New Business Onboarding Specialist, you will support the Firm's new business initiatives by ensuring the operations infrastructure is ready to onboard new business on time.
Key responsibilities:
New Business & Infrastructure Setup
Support the firm's new business initiatives and ensure operational infrastructure is in place to onboard new business
Initiate and ensure completion of technical and operational setup for new funds and managed accounts
Assist in launching new products and services
Work with the Business and Clients to ensure specific requirements are met
Engage with external parties to agree workflows, documentation requirements, account setup, and trade/statement communication
Liaise with brokers and clients via multiple systems, email, and other communication channels
Ensure due process is conducted on all requests in compliance with internal and external controls and audit requirements
Data Management & Quality
Resolve internal static data queries and issues in a timely manner within a controlled environment, covering:
Securities and funds data
Internal books and accounts
Counterparty data
Ensure data quality is updated and maintained with accuracy and timeliness
Monitor trade queues for failed trades (TIA)
Resolve trade issues caused by static data discrepancies
Maintain internal trade booking and counterparty override rules
Market Data & Configuration
Maintain market-driven data points
Update and manage local charge rules
Configure settlement date rules
Maintain exchange holiday calendars
Technical Competencies:
Experience in operations within an investment management firm, investment bank, or hedge fund
Previous client-facing, middle office, or operations financial services experience
Good understanding of financial markets and industry best practices
Self-motivated and responsive to a constantly changing environment
Ability to identify and escalate potential problems or delays to management
Excellent written and oral communication skills (both client-facing and internal)
Core Competencies:
Client Service Excellence (Internal & External): Speaks the client's language; demonstrates understanding and empathy; shows personal responsibility and accountability; manages and exceeds client expectations
Professional & Ethical Standards: Applies Man Group ethics and values; demonstrates positive attitude; globally oriented; business aware; seeks continuous skills enhancement; works comfortably in an entrepreneurial environment; ensures compliance
Effective Team Working: Valued and sought after as a team member; recognizes and supports others
The anticipated based salary range for this position is listed below. Compensation packages would also include benefits and a discretionary bonus. This is the base salary range that the Company believes it will pay for this position at the time of this posting based on the location and requirements of the position as well as the skills, qualifications, and experience of the applicant. The Firm reserves the right to modify this pay range at any time.
US Pay Range$75,000-$85,000 USD
Inclusion, Work-Life Balance and Benefits at Man Group
You'll thrive in our working environment that champions equality of opportunity. Your unique perspective will contribute to our success, joining a workplace where inclusion is fundamental and deeply embedded in our culture and values. Through our external and internal initiatives, partnerships and programmes, you'll find opportunities to grow, develop your talents, and help foster an inclusive environment for all across our firm and industry. Learn more at ***********/diversity.
You'll have opportunities to make a difference through our charitable and global initiatives, while advancing your career through professional development, and with flexible working arrangements available too. Like all our people, you'll receive two annual 'Mankind' days of paid leave for community volunteering.
Our comprehensive benefits package includes competitive holiday entitlements, pension/401k, life and long-term disability coverage, group sick pay, enhanced parental leave and long-service leave. Depending on your location, you may also enjoy additional benefits such as private medical coverage, discounted gym membership options and pet insurance.
Equal Employment Opportunity Policy
Man Group provides equal employment opportunities to all applicants and all employees without regard to race, color, creed, national origin, ancestry, religion, disability, sex, gender identity and expression, marital status, sexual orientation, military or veteran status, age or any other legally protected category or status in accordance with applicable federal, state and local laws.
Man Group is a Disability Confident Committed employer; if you require help or information on reasonable adjustments as you apply for roles with us, please contact *************************.