Workforce Management Analyst jobs at Prime Therapeutics - 579 jobs

Title: Data Analyst - Actuarial Support Reports To: VP, Actuary Department: Actuary Classification: Full-Time/Exempt Who We Are: Old Republic is a leading specialty insurer that operates diverse property & casualty and title insurance companies. Founded in 1923 and a member of the Fortune 500, we are a leader in underwriting and risk management services for business partners across the United States and Canada. Our specialized operating companies are experts in their fields, enabling us to provide tailored solutions that set us apart. Old Republic Specialty Insurance Underwriters (ORSIU) is part of Old Republic International Corporation. We offer insurance and reinsurance spanning most lines of business, and partner with specialists who are committed to providing the highest levels of service with the products necessary to meet the unique needs of the Alternative Risks, Specialty Programs and Excess Casualty marketplace. Position Overview: The Data Analyst will assist the actuarial department by gathering, analyzing, and interpreting relevant data sources in support of pricing, reserving, filing, reporting, and other business needs. Note that this role is not a part of the actuarial exam program. Essential Job Functions: Collaborate with cross functional teams to improve data and automate reports where appropriate. Use analytics to spot trends, dependencies, and patterns. Acquiring and compiling structured and unstructured data while verifying its quality, accuracy, and reasonableness. Support actuarial department in responding to corporate/regulatory requests (state data calls, etc.), from determining requirements to data preparation to final exhibit creation. Align with operations team as part of ongoing system development/enhancements while enhancing data availability within the organization. Qualifications: Degree in Business, Computer Science or another related field. A minimum 2 years of P/C insurance experience is preferred. Strong analytical and problem-solving skills as well as solid oral and written communication skills Technical expertise in Microsoft Excel required; experience with Access, SQL, VBA, or other programming languages. ORI is an Equal Opportunity Employer. ORI 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.

The Business Operations Analyst supports Licensing, Contracting, and the Operations Support Teams by monitoring performance metrics, identifying bottlenecks, and providing data-driven insights. This role conducts quality and compliance audits, evaluates regulatory impacts, and tracks trends such as agent fallout and renewal risks. The analyst ensures accuracy across systems like AgentSync and the CRM, delivering actionable intelligence that improves efficiency, reduces risk, and strengthens overall operational compliance. This position requires a hybrid schedule reporting to our Shelton, CT location 3 days a week. Supervisory Responsibilities: None Duties/Responsibilities: Collaborate with team members and stakeholders to support operational performance monitoring and reporting. Assist in tracking licensing and policy turnaround times, backlogs, expenses, and approval rates to ensure accuracy and timeliness. Help analyze workload capacity and contribute to forecasting for inbound and outbound volume. Perform root-cause analysis under guidance to identify operational bottlenecks and recommend basic improvements. Conduct accuracy checks and audits for Licensing, Contracting, Enrollment, and call lists; escalate discrepancies as needed. Support assessment of operational impacts from regulatory changes, including State DOI rules. Monitor agent fallout and drop-off trends; assist in identifying renewal lapses and high-risk expirations for proactive follow-up. Perform cost analysis for license renewals and maintain supporting documentation. Validate data accuracy across AgentSync, CRM systems, and related platforms; flag anomalies for review. Provide timely updates to team leads on reporting status, audit timelines, and identified issues. Perform other related duties as assigned. Required Skills/Abilities: Bachelor's degree in Business, Finance, Economics, or a related field. Minimum 2 years of analyst experience Proficiency in building reports, tracking KPIs, and communicating operational performance metrics in a clear, actionable manner. Ability to analyze workload patterns and support forecasting for staffing and volume planning. Comfortable using operational systems such as AgentSync, CRM tools, Excel/Sheets, and BI/reporting platforms Ability to work effectively with Operations, Compliance, Finance, Technology, and Licensing teams to gather data, resolve issues, and support process improvements Strong ability to manage multiple priorities, maintain documentation, and oversee ongoing monitoring of performance metrics. Excellent written and verbal communication, able to translate data insights into actionable recommendations for leadership and cross-functional partners. Preferred Skills/Abilities: Knowledge of Medicare Health Insurance industry, products, compliance, and operations Physical Requirements: Must be able to remain in a stationary position (e.g., sitting or standing) for extended periods of time, typically in a cubicle environment (constant noise, fluorescent overhead lighting) Frequent use of a computer, dual monitors, keyboard, mouse, and other standard office equipment such as a telephone, copier, and printer. Must be able to communicate effectively, including exchanging information in person, in writing, by telephone, email or video conferencing. Visual and auditory acuity required to perform job duties effectively, including reading, writing, and interpreting information on screens or in print. Hand dexterity, fine motor skills needed to operate a keyboard and mouse efficiently Reach with hands and arms occasionally For Hybrid Roles: Must be able to commute to an office setting as required, which may include walking short distances and navigating an office environment. Occasionally moves about the office to access files, office machinery, and meet with others.

Senior Analyst, SCM Channel Management PURPOSE AND DESCRIPTION The Senior Analyst, Supply Chain Channel Management, will be assigned to specific client accounts and will be responsible for using data and inputs from the supply chain team to complete financial and operational analysis and provide recommendations on options that will help the team define the best path forward when it comes to achieving program targets. Depending on the project or recommendation, this person will also be responsible for keeping track of targets and deadlines to make sure we deliver new or different capabilities on time and on budget (with leadership oversight). The successful candidate must possess strong financial, analytical, problem solving, and basic project management skills, as well as be able to work cross-functionally with Asurion finance and supply chain stakeholders. A strong sense of curiosity and ability to question “why something is as it is” is paramount. ESSENTIAL FUNCTIONS Program Decision Making Build financial models in excel and use that data to make recommendations to the business about the best path forward. Understand financial modeling built by others to understand and communicate downstream business impacts to various levels within the organization. Validate complex financial models to make sure inputs align with business KPIs and capabilities. Provide inputs into pricing exercises, as directed by leadership. These inputs will be gathered from dashboards or analysis from multiple sources but will potentially need to be adjusted to address each pricing exercise. This person will work with their leader to create compelling material and commentary for use in presentations to explain financial findings, business cases, and monthly results/priorities. Performance Tracking and Monitoring Monitor and explain changes in program KPIs. This will require cross-functional work with the supply chain teams to understand root causes of issues as well as articulating what the team is doing to address the issues. Understand financial impact of movements in KPIs to help prioritize work for self and to know when it is important to do more research on KPI trends. Understand and document supply chain processes and guiding principles. This will help identify process gaps, similarities and differences by program that may need to be standardized and identify potential areas to explore for initiative savings. Serve as an inspector in forums such as the WPM and initiative meeting, asking critical questions about impacts to metrics and questioning “why something is as it is.” Program Communication Working with supply chain team and finance, coordinate flow of information and assimilate data necessary to prepare required weekly and monthly dashboarding and presentations that will be used in meetings. Speak to portions of program performance and metrics in standard weekly and monthly forums such as the MBR. Serve as a key business connection between supply chain, finance, and Program Management, communicating changes, trends, and forecast inputs to both groups to keep our financial projections and business cases as updated and aligned as possible. Issue Management In a complex and dynamic business such as ours, things break and exceptions arise. When alerted by leaders across supply chain of an event that requires research, this person will work with the supply chain team to identify what happened and what we may need to do to fix it. Identify root causes of issues and push the supply chain team to fix processes in sustainable ways. Project Management Help leaders collect inputs or status updates from members of the project team as requested. Work with leadership to pull together project plan timelines, deliverables, and owners. Other duties as assigned MINIMUM REQUIREMENTS Skills/Knowledge: Bachelor's degree and 2-4 years of experience in finance, Accounting, or Project management required. If experience falls outside of these disciplines, then candidate must demonstrate cross-functional work experience across multiple business functions that gives them financial/project management exposure. Experience in financial excel modeling, especially operations FP&A Systems aptitude The ability to develop complex formulas, perform calculations and demonstrate how data was derived Experience with financial or analytical scenario analysis with complex data sets. The ability to create reports, dashboards and financial records Demonstrated ability to collect and organize data to help frame problems and possible solutions. Position requires a strong verbal & written communication skill set and the ability to communicate well with all levels of management as well as across various disciplines A self-directed individual with a strong ability to manage ambiguity and who adapts readily and easily to changes in priorities and business conditions Ability to excel in an open, flexible, results-oriented, performance-based environment Ability to maintain multiple/overlapping deadlines and deliver in a timely fashion This role is primarily based in the Nashville area. The ability to be in the office at least 3 days per week is required.

Develops crisis management, emergency management and contingency plans for Tokio Marine North America Services, and its group companies. Leads and provides incident response support for any type of natural, man-made or technological disaster. Essential Job Functions: Develops and implements plans, processes, policies and procedures for emergency management, crisis management and contingency planning program elements. Leads incident management for any type of natural, man-made or technological disaster. Provides incident support during emergencies, which may occur outside of standard business hours and require extended shifts depending on the severity and duration of the event. Participates in post-incident reviews and contributes to continuous improvement efforts. Communicates effectively with senior executives and leaders during crisis and emergency situations. Gathers and analyzes information; supports resolutions to address business issues for a specific business group. Tests multi-dimensional plans with various operational departments throughout group companies. Evaluates vendors, makes recommendations, and implements vendor requirements. Develops strategy, training materials, protocol and quick reference guides for emergency management, crisis management and contingency planning areas. Develops and leads tabletop exercises and training for group companies. Develops plans and procedures for the BCM Crisis Management Center. Manages efficient and effective usage of tools and integration with other tools as necessary. Initiates awareness processes to make necessary improvements for emergency management, crisis management and contingency plans. Qualifications: Bachelor's degree is preferred (preferably in Emergency Management or Business). A Business Continuity certification preferred. 7+ years of relevant experience. Ability to provide on-call support and incident response as needed during emergencies, including after-hours and weekends. As much advance notice and flexibility as possible will be provided. Ability to weigh business needs and articulate these needs to management. Knowledge, insight, and understanding of business concepts and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations. Experience with mass notification systems, such as Onsolve Send Word Now, and incident monitoring systems, such as Everbridge NC4, preferred. Working knowledge of Microsoft Office,and strong knowledge in Microsoft Excel preferred. Performs special projects and other duties as may be assigned. Strong customer service orientation, responsive, consultative, collaborative and accurate. Strong leadership ability: able to work with a group to set objectives and agenda, generate allegiance to those objectives, and motivate achievement. Familiarity with project management skills; planning, organizing, monitoring and controlling projects, ensuring efficient utilization of resources to achieve project objectives and deadlines. Strong interpersonal relationship building skills; able to work with a variety of people and groups in a constructive and collaborative manner. Strong analytical ability with the capability to determine the root cause of problems and issues.

Our Company American Integrity Insurance Group (NYSE: AII) is a leading provider of homeowners insurance, proudly serving over 400,000 policyholders across the Southeast. Comprised of more than 300 insurance professionals, most of whom work in our Tampa-area headquarters, and exclusively represented by more than 2,500 independent agents, we offer sound and comprehensive property and dwelling insurance to families throughout Florida, Georgia, and South Carolina. Our organization derives its Strength From IntegrityTM, and we are proud to have been recognized as a Top Place to Work in Tampa by the Tampa Bay Times and a Best Place to Work in Insurance by Business Insurance Magazine for the past twelve years. We have also rated among the Top Workplaces in the USA by USA Today for the past five years. A Day in the Life: Who knew insurance could be this fun? From company picnics to charity events, no one can ever say American Integrity Insurance Group doesn't understand the importance of having fun, helping others, or giving back. Our company culture is priceless, and it's built around our six core values: Integrity, Commitment, Teamwork, Humility, Passion, and Fun. As a team working to provide home insurance solutions to our policyholders, together we aim to achieve greater heights each day and celebrate each other's accomplishments along the way. It is our mission to continue providing reliable, customer-centric homeowners insurance and paying claims in a timely manner when our customers suffer a loss - and to do so with Integrity. Click Here to learn more about American Integrity Insurance and our job opportunities. Research, analyze, collect data, develop reports, present findings and recommendations on product issues and assist Product leaders with coordinating necessary product, system or workflow updates Research forms, coverage, workflow or rating questions and make recommendations for product changes based on analysis Participate in system updates as needed to include working with IT partners to develop requirements, complete pre and post implementation user testing, and work with IT to resolve defects Develop and present product rules, policyholder notices, and coverage forms to Product leaders, and publish necessary updates to company insurance documentation sites. Assist in maintenance of Forms Matrix Prepare, review, and deliver appropriate communications and training documentation for product users Create and maintain rate and rule manuals as part of state product strategies or state compliance and to support filings with state insurance departments Research and track competitor, industry and market data for assigned states/product lines. Make suggestions for appropriate policy, coverage, rating or rule changes based on analysis Complete assigned product filings to facilitate timely approval of product changes and develop/submit responses to filing objections Prepare and submit state regulatory reports as assigned Research statutory changes and present findings to Product leaders as needed Maintain product folders and information so that information is current and well-organized Track competitor filings by state and produce weekly report as scheduled Review and recommend procedure and/or workflow changes by developing updates and documenting recommendations. Implement changes as requested Independently manage an assigned product line to include developing strategic plans, and handling ongoing product maintenance, as well as leading associated system projects and required filings Participate in training and/or mentoring Product Analysts and new team members Additional duties as needed. Education: Bachelor's Degree (B.A. or B.S.); or related experience and/or training; or combination of education and experience. Experience: Three (3) to five (5) years of Property & Casualty insurance product experience, personal lines highly preferred. Experience with data analytics and data mining preferred. Knowledge & Skills: Understanding of personal lines insurance concepts, policy forms, coverage interpretation & policy layout, and rating methodology Strong ability to read, analyze and interpret insurance regulations, filing documentation, rate and rule manuals, and policy forms Working knowledge of policy admin systems, project management, requirements documentation and user acceptance testing Experience with filings tools such as SERFF & OIR, and state filings procedures and practices Strong communication, organizational & time management skills Strong ability to mine and analyze data and develop strategic recommendations Strong computer spreadsheet and database skills. Excellent Excel skills required and experience with COGNOS, Access, Tableau, and SQL is preferred Ability to handle multiple projects at once Ability to define, analyze and solve problems Ability to present ideas and information in a clear, concise, organized and diplomatic manner; gather information from multiple parties to ensure all perspectives are heard and considered; listen to others to respond effectively to ideas, thoughts and questions; express information and ideas effectively in settings including aligned or un-aligned feedback to obtain desired results Experience with group presentations, public speaking, development of presentations

Hi, we're Oscar. We're hiring an Workforce Management Analyst to join our Clinical Operations team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves-one that behaves like a doctor in the family. About the role: You will be responsible for real time monitoring of volume, staff performance, and systems as well as decision making authority to re-balance resources to achieve daily KPI success. You will focus on overall staffing and organizational analysis/optimization. You will report into the Director, Clinical Operations. Work Location: This is a remote position, open to candidates who reside in: Atlanta, Georgia. You will be fully remote; however, our approach to work may adapt over time. Future models could potentially involve a hybrid presence at the hub office associated with your metro area. #LI-Remote Pay Transparency: The base pay for this role is: $56,880- $74,655 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses. Responsibilities: Perform constant real-time monitoring of incoming volume, performance, pace to plan, and service level for multiple queues and work areas Maintain understanding of business priorities and requirements and an expert understanding of Oscar's teams and systems Make real-time decisions related to rebalancing staffing, adjusting queues and schedules to meet operational targets Conduct retrospective analysis of staffing data to optimize and improve outcomes. Be the primary point of contact regarding factors that impact staffing and service levels and same-day requests Compliance with all applicable laws and regulations Other duties as assigned Requirements: 2+ Years experience in workforce management, scheduling, or production planning within healthcare 2+ Years experience using volume and production rate to determine capacity needs and create daily plans 2+ Years experience performing data analysis and identifying root cause 2+ Years experience with MS Excel (Pivot Tables, Formulas, etc.) Bonus points: 1+ Years Experience using WFM tools (NICE, InContact, Five9, Verint, etc.) 1+ years experience in real-time workforce analysis Experience creating & utilizing IEX / CXOne / in Contact reports This is an authentic Oscar Health job opportunity. Learn more about how you can safeguard yourself from recruitment fraud here. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team (accommodations@hioscar.com) to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

Hi, we're Oscar. We're hiring an Workforce Management Analyst to join our Clinical Operations team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves-one that behaves like a doctor in the family. About the role: You will be responsible for real time monitoring of volume, staff performance, and systems as well as decision making authority to re-balance resources to achieve daily KPI success. You will focus on overall staffing and organizational analysis/optimization. You will report into the Director, Clinical Operations. Work Location: This is a remote position, open to candidates who reside in: Dallas, Texas. You will be fully remote; however, our approach to work may adapt over time. Future models could potentially involve a hybrid presence at the hub office associated with your metro area. #LI-Remote Pay Transparency: The base pay for this role is: $56,880- $74,655 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses. Responsibilities: Perform constant real-time monitoring of incoming volume, performance, pace to plan, and service level for multiple queues and work areas Maintain understanding of business priorities and requirements and an expert understanding of Oscar's teams and systems Make real-time decisions related to rebalancing staffing, adjusting queues and schedules to meet operational targets Conduct retrospective analysis of staffing data to optimize and improve outcomes. Be the primary point of contact regarding factors that impact staffing and service levels and same-day requests Compliance with all applicable laws and regulations Other duties as assigned Requirements: 2+ Years experience in workforce management, scheduling, or production planning within healthcare 2+ Years experience using volume and production rate to determine capacity needs and create daily plans 2+ Years experience performing data analysis and identifying root cause 2+ Years experience with MS Excel (Pivot Tables, Formulas, etc.) Bonus points: 1+ Years Experience using WFM tools (NICE, InContact, Five9, Verint, etc.) 1+ years experience in real-time workforce analysis Experience creating & utilizing IEX / CXOne / in Contact reports This is an authentic Oscar Health job opportunity. Learn more about how you can safeguard yourself from recruitment fraud here. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team (accommodations@hioscar.com) to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

Alfa Insurance is an A-rated insurance carrier that offers an excellent array of auto, home, life, farm and business insurance products. Alfa is known for its superior customer service and boasts 94% claims satisfaction. Since its humble beginnings in 1946, Alfa and its affiliates now serve more than 1 million customers across 14 states. Working for Alfa Insurance is more than just servicing customers and selling insurance. It's making a difference in the lives of your policyholders and the community. It's creating lifelong relationships. It's about being there when it matters most and protecting those things that are most important. It's becoming part of a well-respected company that is based on faith, family, community, and integrity. Job Summary Alfa Insurance Resource Analysts are team players that take exceptional pride in the company they represent, the products they sell and in providing excellent customer service. They assist our customers, the company, and our sales force in providing unique, personalized customer service and sales opportunities to continue Alfa's growth in the marketplace. Responsibilities · Provide quality sales, service, and support to customers and employees, employing a high degree of customer service, technical expertise, and timeliness. · Provide first-level assistance for defined problems; escalate trouble tickets as necessary to higher-level staff. · Assist customers and employees with quoting, binding, policy amendments, payments, and claims. · Process daily transactions accurately while also following instructions, staying updated, and asking questions to appropriate departments. · Actively work towards enhancing the quality and efficiency of the Customer Resource Center which includes participating in all training sessions. Qualifications · High school diploma required; Associates Degree preferred. · Complete and pass the state required Insurance Producer licensing exam and be able to obtain Producer License. · Apply for the required non-resident license within 30 days from the date of hire.· One year work experience required.· Excellent customer service skills and interpersonal skills; telephone etiquette. · Ability to use customer service standards and follow guidelines, as well as to help others interpret policy, procedures, and systems. · Capable of involvement in multiple projects through all life-cycle phases, ensuring they are in accordance with established direction and standards .· Strong oral and written communication skills (technical and non-technical). · Broad range of experience in: Guidewire, Paymentus, Footprints, JIRA, DocuSign, AX, Alfa Link, Member Benefits Program, Alfa's Customer Account & Payment Portal, Right Now CRM, NICE InContact, The Farm, Kronos, Pulse Secure OKTA, and any other system used by Alfa Service Centers. Benefits/Perks Opportunity for annual performance bonus Discounts on your auto insurance (underwriting approval required) Benefits include: Health, dental, supplemental cancer, vision insurance and 401(k) plan Paid Time Off Bank to include 3 days PTO available after first 80 hours worked for New Hires Short-term and long-term disability Flexible Healthcare and Childcare spending accounts for tax savings Opportunities for advancement Continuous training and support throughout your career with Alfa College tuition discounts at various colleges in Alabama Training will occur in the Home Office Monday Friday 8:00 a.m. 4:30 p.m. for a number of weeks before remote work is permitted. This position will allow for remote work in the following states: Alabama, Arizona, Arkansas, Georgia, Indiana, Kentucky, Mississippi, Nevada, Ohio, South Carolina, Tennessee, Texas, & Virginia. Applicant may be required to travel to Montgomery corporate headquarters at supervisor's request for meetings and/or training sessions. Compensation: $19.43 per hour Alfa Insurance is an A-rated insurance carrier that offers an excellent array of auto, home, life, farm and business insurance products. Alfa is known for its superior customer service and boasts 94% claims satisfaction. Since its humble beginnings in 1946, Alfa and its affiliates now serve more than 1 million customers across 14 states. Working for Alfa Insurance is more than just servicing customers and selling insurance. It's becoming part of a well-respected company that is based on our core 4 values of faith, family, community and integrity.

Life insurance is one of the world's most important products. It's also one of the hardest to build, distribute, and modernize. Bestow exists to change that. Bestow is a leading vertical technology platform serving some of the largest and most innovative life insurers. Our platform unifies the fragmented, legacy value chain, enabling carriers to launch products in weeks instead of years. Carriers choose us to scale and operate at unprecedented speed, powered by AI and automation. Bestow isn't selling policies. We're building the infrastructure that helps an entire industry move faster, reach more people, and deliver on its promise. Backed by leading investors (Goldman Sachs, Hedosophia, NEA, Valar, 8VC) and trusted by major carriers, Bestow is powered by a team that moves with precision, purpose, and heart. If you want to help reimagine a centuries-old industry with lasting impact, join us. Bestow offers flexible remote/hybrid work, meaningful benefits, equity, and substantial growth opportunities. Bestow participates in the E-Verify Program . ABOUT THE TEAM Bestow's Insurance Operations team, comprised of the Customer Experience (CX), Customer Experience Operations (CXO), and New Business & Underwriting Support (CM) teams, is dedicated to providing outstanding customer experiences through our omni-channel platform. Our CX team is dedicated to providing exceptional customer service and support for life insurance policy administration. You'll play a critical role in overseeing our contact center, ensuring it's operating efficiently and exceeding customer and partner expectations. We are seeking a detail-oriented Workforce Management Analyst to join our insurance operations team. This role is critical in optimizing staffing levels, forecasting call volumes, and ensuring exceptional service delivery across our customer support channels. The ideal candidate will have strong analytical skills and experience managing workforce planning in a high-volume insurance or financial services environment. This role reports directly to the VP of TPA Services, and is open to hybrid in our Dallas office or Remote (US). #LIREMOTE. WHAT YOU'LL DO Real-Time Management and Scheduling (70% of role). Monitor real-time adherence to schedules and service level performance across all queues. Make immediate adjustments to staffing deployment based on unexpected volume fluctuations or absenteeism. Coordinate with operations managers to implement intraday changes while maintaining service level agreements. Develop and maintain optimal scheduling patterns that balance employee preferences with business needs. Forecasting and Capacity Planning. Develop and maintain accurate forecasts for inbound call volumes, application processing, and technical assistance requests across multiple insurance carriers. Analyze historical data patterns including disposition volumes, policy inforce trends, and seasonal variations to predict future staffing needs. Create both short-term and long-term capacity models that account for business growth, new product launches, and carrier-specific requirements. Performance Analysis and Reporting. Generate daily, weekly, and monthly reports on key performance indicators including service levels, average handle time, occupancy rates, and forecast accuracy. Analyze variance between forecasted and actual volumes to continuously improve prediction models. Present findings and recommendations to leadership regarding staffing differentials and capacity optimization opportunities. Track and report on contractor versus core staff utilization and performance metrics. Stakeholder Collaboration. Partner with insurance carrier clients to understand their specific requirements and ensure forecast alignment with their business projections. Work closely with operations leadership to implement staffing strategies that support both current needs and scaling initiatives. Collaborate with staffing agencies, HR, and recruiting teams to ensure hiring pipelines align with projected growth. Participate in contract negotiations by providing data-driven insights on capacity reservation models and commitment bands. Process Improvement. Identify opportunities to implement sub-linear support scaling through efficiency improvements and technology adoption. Develop strategies for front-loaded support models that reduce long-term staffing requirements. Evaluate and recommend workforce management tools and technologies to enhance forecasting accuracy and scheduling efficiency. Create and maintain documentation for all workforce management processes and procedures. WHO YOU ARE Bachelor's degree in Business, Statistics, Mathematics, or related field 3+ years of workforce management experience in insurance, financial services, or high-volume contact center environment Advanced proficiency in Excel (Google Sheets) including complex formulas, pivot tables, and data modeling Experience with workforce management software platforms Strong understanding of contact center metrics and their interdependencies Proven ability to forecast accurately in environments with significant volume variability Experience working with Third Party Administrator (TPA) services model preferred but not required Knowledge of Life insurance products and terminology preferred but not required Experience managing workforce planning for multi-client or multi-carrier environments preferred but not required Track record of successfully scaling workforce operations during rapid growth periods preferred but not required SQL or other database query language skills preferred but not required TOTAL REWARDS At Bestow, we're proud to be awarded for our team members, innovative products, and culture. Our standard benefits include: Competitive salary and equity based on role Policies and managers that support work/life balance, like our flexible paid time off and parental leave programs 100% paid-premium option for medical, dental, and vision insurance Lifestyle stipend to support your physical, emotional, and financial wellbeing Flexible work-from-home policy and open to remote Remote and WFH options, as well as a beautiful, state-of-the-art office in Dallas' Deep Ellum, for those who prefer an office setting Employee-led diversity, equity, and inclusion initiatives Recent Employer Awards include: Best Place for Working Parents 2023 + 2024 + 2025 Great Place to Work Certified, 2022 + 2023 + 2024 + 2025 Built In Best Places to Work, 2022 + 2023 + 2025 Fortune's Best Workplaces in Texas 2022 + 2023 Fortune's Best Workplaces in Financial Services and Insurance 2022 + 2023 + 2024 We value diversity at Bestow. The company will hire, recruit, and promote regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, pregnancy or maternity, veteran status, or any other status protected by applicable law. We understand the importance of creating a safe and comfortable work environment and encourage individualism and authenticity in every team member. Thanks for considering a job at Bestow!

Medica is a nonprofit health plan with more than a million members that serves communities in Minnesota, Nebraska, Wisconsin, Missouri, and beyond. We deliver personalized health care experiences and partner closely with providers to ensure members are genuinely cared for. We're a team that owns our work with accountability, makes data-driven decisions, embraces continuous learning, and celebrates collaboration - because success is a team sport. It's our mission to be there in the moments that matter most for our members and employees. Join us in creating a community of connected care, where coordinated, quality service is the norm and every member feels valued. The Workforce Management Analyst is responsible for developing long‑term forecasts and capacity plans to support call center operations. This role emphasizes the creation of staffing models and the production of accurate, data‑driven forecasts to optimize operational performance and align resource needs with budgetary objectives. The position does not include real‑time queue management or scheduling responsibilities. Key Accountabilities * Develop long‑term volume forecasts by analyzing historical performance trends and anticipating future business drivers * Build comprehensive staffing models incorporating multiple input variables to project future resource requirements * Create FTE forecasts aligned with operational budget targets, leveraging productivity assumptions and continuous‑improvement initiatives * Collaborate with Operations, Training, Quality, HR, and Finance to incorporate business changes into forecasts and staffing plans * Support new initiatives, product launches, and process changes by modeling operational impact * Reconcile forecasts, assumptions, and data inputs within workforce management systems to maintain accuracy and alignment * Document assumptions and provide clear business justification to support forecasting methodologies and recommendations * Perform additional responsibilities as assigned Required Qualifications * Bachelor's degree or equivalent experience in related field * 5 years of work experience beyond degree Preferred Qualifications * Prior experience in medium- to large-scale operational call center environments * Demonstrated ability to create, maintain, and deliver accurate forecasts and optimized schedules that achieve service-level targets and support annual budget objectives * Advanced proficiency in Microsoft Excel and strong data analytics capabilities * Proven ability to prioritize workload, meet deadlines, and manage multiple tasks with exceptional attention to detail * Strong organizational, problem‑solving, and analytical skills * Excellent verbal and written communication skills, with the ability to engage professionally with stakeholders at all levels of management * Experience with Five9 and Verint preferred, experience with Avaya CMS Supervisor also acceptable * Experience with data visualization tools such as Qlik Sense, Tableau, or Power BI preferred This position is an Office role, which requires an employee to work onsite, on average, 3 days per week. We are open to candidates located near one of the following office locations: Minnetonka, MN or Madison, WI. The full salary grade for this position is $68,800 - $118,000. While the full salary grade is provided, the typical hiring salary range for this role is expected to be between $68,800 - $103,215. Annual salary range placement will depend on a variety of factors including, but not limited to, education, work experience, applicable certifications and/or licensure, the position's scope and responsibility, internal pay equity and external market salary data. In addition to compensation, Medica offers a generous total rewards package that includes competitive medical, dental, vision, PTO, Holidays, paid volunteer time off, 401K contributions, caregiver services and many other benefits to support our employees. The compensation and benefits information is provided as of the date of this posting. Medica's compensation and benefits are subject to change at any time, with or without notice, subject to applicable law. Eligibility to work in the US: Medica does not offer work visa sponsorship for this role. All candidates must be legally authorized to work in the United States at the time of application. Employment is contingent on verification of identity and eligibility to work in the United States. We are an Equal Opportunity employer, where all qualified candidates receive consideration for employment indiscriminate of race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic.

Job Description Hi, we're Oscar. We're hiring an Workforce Management Analyst to join our Clinical Operations team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves-one that behaves like a doctor in the family. About the role: You will be responsible for real time monitoring of volume, staff performance, and systems as well as decision making authority to re-balance resources to achieve daily KPI success. You will focus on overall staffing and organizational analysis/optimization. You will report into the Director, Clinical Operations. Work Location: This position is based in our Tempe, Arizona office, requiring a hybrid work schedule with 3 days of in-office work per week. Thursdays are a required in-office day for team meetings and events, while your other two office days are flexible to suit your schedule. #LI-Hybrid Pay Transparency: The base pay for this role is: $56,880- $74,655 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses. Responsibilities: Perform constant real-time monitoring of incoming volume, performance, pace to plan, and service level for multiple queues and work areas Maintain understanding of business priorities and requirements and an expert understanding of Oscar's teams and systems Make real-time decisions related to rebalancing staffing, adjusting queues and schedules to meet operational targets Conduct retrospective analysis of staffing data to optimize and improve outcomes. Be the primary point of contact regarding factors that impact staffing and service levels and same-day requests Compliance with all applicable laws and regulations Other duties as assigned Requirements: 2+ Years experience in workforce management, scheduling, or production planning within healthcare 2+ Years experience using volume and production rate to determine capacity needs and create daily plans 2+ Years experience performing data analysis and identifying root cause 2+ Years experience with MS Excel (Pivot Tables, Formulas, etc.) Bonus points: 1+ Years Experience using WFM tools (NICE, InContact, Five9, Verint, etc.) 1+ years experience in real-time workforce analysis Experience creating & utilizing IEX / CXOne / in Contact reports This is an authentic Oscar Health job opportunity. Learn more about how you can safeguard yourself from recruitment fraud here. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team (accommodations@hioscar.com) to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

Hi, we're Oscar. We're hiring an Workforce Management Analyst to join our Clinical Operations team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves-one that behaves like a doctor in the family. About the role: You will be responsible for real time monitoring of volume, staff performance, and systems as well as decision making authority to re-balance resources to achieve daily KPI success. You will focus on overall staffing and organizational analysis/optimization. You will report into the Director, Clinical Operations. Work Location: This position is based in our Tempe, Arizona office, requiring a hybrid work schedule with 3 days of in-office work per week. Thursdays are a required in-office day for team meetings and events, while your other two office days are flexible to suit your schedule. #LI-Hybrid Pay Transparency: The base pay for this role is: $56,880- $74,655 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses. Responsibilities: Perform constant real-time monitoring of incoming volume, performance, pace to plan, and service level for multiple queues and work areas Maintain understanding of business priorities and requirements and an expert understanding of Oscar's teams and systems Make real-time decisions related to rebalancing staffing, adjusting queues and schedules to meet operational targets Conduct retrospective analysis of staffing data to optimize and improve outcomes. Be the primary point of contact regarding factors that impact staffing and service levels and same-day requests Compliance with all applicable laws and regulations Other duties as assigned Requirements: 2+ Years experience in workforce management, scheduling, or production planning within healthcare 2+ Years experience using volume and production rate to determine capacity needs and create daily plans 2+ Years experience performing data analysis and identifying root cause 2+ Years experience with MS Excel (Pivot Tables, Formulas, etc.) Bonus points: 1+ Years Experience using WFM tools (NICE, InContact, Five9, Verint, etc.) 1+ years experience in real-time workforce analysis Experience creating & utilizing IEX / CXOne / in Contact reports This is an authentic Oscar Health job opportunity. Learn more about how you can safeguard yourself from recruitment fraud here. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team (accommodations@hioscar.com) to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

This position supports the Claims Business Unit by managing claim volume distribution and optimizing operational workflows. A key focus of the role is forecasting staffing needs across claims units, leveraging historical claim data and segmentation analysis to ensure adequate resources for current and future demand. Under limited supervision, works within specific limits and authority to resolve claims with well-defined procedures. Job Duties Create, maintain, and update real-time Claims Volume Reports using ClaimsCenter data and reporting tools to monitor claim/exposure trends and ensure equitable workload distribution across claims units. Maintain Workforce Management tools, including agent profiles, Self-Serve capabilities, and exception setups, ensuring accurate routing and compliance with staffing requirements. Monitor claim volume and adjust administrative functions in ClaimsCenter based on unit calendars; manage overflow assignments and segmentation adjustments as needed. Evaluate and negotiate within settlement authority with insureds and claimants to resolve first and third-party claims in multiple markets. Demonstrate proficiency with estimates, property, material damage, liability, total loss evaluations, analysis of claims, claims technology, and tool usage. Coordinate with internal and external departments as required. Respond quickly to customer needs and inquiries. Overtime and holiday hours may be required Qualifications Bachelors Equivalent combination of education and experience Preferred 2 or more years of experience within the Claims operations or equivalent business unit. Analytics background. Preferred Working knowledge of claims administration best practices and procedures. Proficiency in ClaimsCenter and Microsoft Office software products, including Outlook, Word, Excel and Teams required. Knowledge of fault assessment, negligence and subrogation principles required. Knowledge of Microsoft Office suite, general computer software and claims software. Organization and planning recognition skills required. Oral and written communication skills required. Interpersonal skills required. Travel Requirements Occasional travel to off-site business meetings or conferences. (5% proficiency) The starting pay range for this position is $68,640 - $77,900 annually. Additionally, you will be eligible to participate in our incentive program based upon the achievement of organization, team and personal performance. Remarkable benefits: • Health coverage for medical, dental, vision • 401(K) saving plan with company match AND Pension • Tuition assistance • PTO for community volunteer programs • Wellness program • Employee discounts (membership, insurance, travel, entertainment, services and more!) Auto Club Enterprises is the largest federation of AAA clubs in the nation. We have 14,000 employees in 21 states helping 17 million members. The strength of our organization is our employees. Bringing together and supporting different cultures, backgrounds, personalities, and strengths creates a team capable of delivering legendary, lifetime service to our members. When we embrace our diversity - we win. All of Us! With our national brand recognition, long-standing reputation since 1902, and constantly growing membership, we are seeking career-minded, service-driven professionals to join our team. "Through dedicated employees we proudly deliver legendary service and beneficial products that provide members peace of mind and value.” AAA is an Equal Opportunity Employer

Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees. Why This Role Matters: * Responsible for forecasting call volume and resource requirements necessary to meet objectives, including development of the following: mid-range capacity and workload requirements, day of week and intra-day call volume forecasts. How You'll Contribute: Forecasting & Planning * For contact centers, accurately predict call volumes, staffing needs, and resource requirements to ensure optimal coverage and service levels. * Prepare and maintain call volume forecasts modifying as required to account for current trends. * For processing teams, conduct time motion studies, processing mapping when required, leverage historical demand drivers by business unit to accurately predict staffing needs to ensure optimal coverage and service levels. Capacity Planning * Develop long term staffing and resource allocation models based on call volume forecasts & KPIs to meet future demands and ensure scalability. * Update staffing models and demand drivers on a quarterly basis and review with business partners. * Identify staffing needs and collaborate on hiring plans. Staffing & Scheduling * Identify and communicate staffing needs (daily/near-term) based on business demands and trends factoring in planned and unplanned shrinkage. * Adjust and manage work schedules to ensure adequate coverage and optimize resource allocation. * Assign appropriate skills in workforce mgmt. tool and routing profiles to support the needs of the business. * Develop time off allocations. * Develop and implement efficient schedules that align with predicted demand, considering agent availability, skill sets, and peak times. * Maintain call driver reasons and impacts. * Monitor and propose effective shift patterns to meet changing business requirements. Real-time Monitoring & Adherence * Continuously monitor intra-day service levels, agent performance, adherence to schedules, and real-time call volumes to identify deviations and make adjustments as needed to support SLAs. Performance Monitoring & Analysis * Provide real time reporting, monitoring, and performance to SLA during intervals within the day. * Analyze historical data, identify trends, and generate reports to track performance, identify areas for improvement, and inform future planning. * Analyze data to identify areas for improvement and optimize workforce processes Intraday Management * Take proactive measures to address unexpected events, such as high call volumes or agent absences, to maintain service levels. Reporting * Produce and deliver necessary reports to inform leadership and develop action plans. * Monitor and report attendance and adherence/productivity. System Outage Tracking * Troubleshooting & reporting. * Identifying and alerting management of widespread issues or outages. * May participate in BCP efforts including the closing of the phone lines. Collaboration * Work closely with call center leadership, operations teams, and other stakeholders to ensure alignment with WFM implementation. * Work with business partners as required. * Update and maintain Workforce Management tool. Participate in User Groups to enhance knowledge. Process Improvement * Identify opportunities to streamline WFO processes, improve efficiency, and enhance agent productivity * Analyze WFM data to identify areas where costs can be reduced without compromising service levels. What We're Looking For: * Bachelor's Degree or 3-7 years of equivalent industry experience required. * Previous experience in a call center environment required. * Previous workforce management or forecasting experience required. * Previous workforce management tool experience used to manage forecasting, scheduling, and performance monitoring required. * Advanced technical proficiency in Microsoft Excel required. * Work force management certifications preferred but not required. * Strong analytical and problem-solving skills with the ability to translate large data sets into actionable insights. Benefits Highlights: Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001's benefits package. Employees (and their families) are eligible to participate in the Company's comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company's Employee Assistance Program and wellness programs-no enrollment is required. Employees may also participate in the Company's 401K plan, with matching contributions by the Company. Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.

Job Description We are excited to announce that we are looking for a Full-Time, Medical Reception Call Center 2 at Advanced Gastroenterology in Englishtown, NJ About the Role: The Medical Reception Call Center 2 position plays a critical role in ensuring seamless communication between patients and healthcare providers. This role is responsible for managing high volumes of inbound and outbound calls, addressing patient inquiries, scheduling appointments, and providing accurate information regarding medical services. The successful candidate will act as the first point of contact, delivering compassionate and professional support to patients while maintaining confidentiality and compliance with healthcare regulations. This position requires strong organizational skills to manage multiple tasks efficiently and the ability to work collaboratively with clinical and administrative teams. Ultimately, the role contributes to enhancing patient satisfaction and operational efficiency within the Practice. Minimum Qualifications: High school diploma or equivalent. Strong verbal communication skills and the ability to handle sensitive information confidentially. Preferred Qualifications: Previous experience in a call center or medical reception role within a healthcare setting. Proficiency with electronic health record (EHR) systems and standard office software. Basic knowledge of medical terminology and healthcare procedures. Responsibilities: Answer and manage a high volume of incoming calls from patients and healthcare providers with professionalism and empathy. Schedule, reschedule, and confirm patient appointments accurately using electronic health record (EHR) systems. Provide patients with clear information regarding Practice clinic hours and services offered Document patient interactions and update records in compliance with HIPAA and organizational policies. Collaborate with medical staff to relay messages and coordinate patient care effectively. Handle patient concerns and escalate issues to appropriate personnel when necessary. Maintain up-to-date knowledge of healthcare protocols, appointment availability, and referral procedures. Skills: In this role, strong communication skills are essential for effectively interacting with patients and healthcare professionals, ensuring clarity and empathy in every conversation. Organizational skills are used daily to manage appointment schedules, patient records, and follow-up tasks efficiently, preventing errors and delays. Proficiency with EHR systems and office software enables the candidate to accurately document patient information and streamline administrative workflows. Problem-solving skills help in addressing patient concerns promptly and escalating issues appropriately to maintain high service standards. Additionally, knowledge of medical terminology and healthcare regulations supports compliance and enhances the quality of information provided to patients. We offer competitive base salary, generous benefits, including Medical, Dental, Vision, Life Insurance, Voluntary, Time-Off Benefits, EAP, 401K and Commuter Benefits. Monday thru Friday, Day Shift

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities. DentaQuest manages dental and vision benefits for more than 33 million Americans. Our outcomes-based, cost-effective solutions are designed for Medicaid and CHIP, Medicare Advantage, small and large businesses, and individuals. With a focus on prevention and value, we aim to make quality care accessible to improve the oral health of all. Job Description: Location: Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Our team members and leaders are expected to foster connection and teamwork by being present in the office at least 2 days per week. The opportunity: The Member Enrollment Analyst (MEA) is a leader; accountable for the coordination, implementation, and training of all processes related to eligibility EDI 834. This role has a general knowledge of all clients' electronic enrollment (EE) files to prioritize and coordinate the running of EE files. Handles high profile, critical client implementations, from onset to implementation, and ensures membership accuracy within the system. The MEA will exhibit the highest level of knowledge of the EE process and membership data, and assist in the reconciliation of the claims system's membership data to our financial system. How you will contribute: Document client-specific eligibility business rules using tools such as Word, Visio and Excel; communicate business rules to IT. Discern and utilize the IT applications and tools used to aid data mapping, business rules, and HIPAA compliance; work with IT to implement technical aspects of system and data configurations based on business rules. Manage new eligibility EDI electronic enrollment (EE) implementations and changes to existing clients' EE files through conference calls, e-mails, on-site visits, and ongoing customer communication. Author and maintain HIPAA 834 and Proprietary Companion Guides that enables clients to comply with processing requirements and reduce errors. Manage a high volume of projects and tasks with different priorities. Facilitate team meetings to share information related to membership and EE; ensure issues are communicated and understood by the team. Develop and maintain comprehensive schedules related to the status of new EE business; communicate regular statuses to Client Engagement, Sales, and other impacted departments. Perform monthly membership data reconciliation utilizing the HIPAA 834 EDI files; work closely with Client Engagement to review and communicate results. Partner with IT to implement new requirements; define requirements, approve Use Cases, perform user acceptance test (UAT), and approve code fixes into production. Prioritize EE files; work with supervisor to coordinate resources to accommodate the timely processing of files and meet or exceed service levels. Design, develop, and execute SQL queries to identify root cause where problems exist within membership data. Provide excellent customer service by responding to membership-related inquiries in a timely and accurate manner; may require extensive research with diverse resources. Establish and maintain membership data via EE files; manage timely and accurate processing of files to ensure all systems have correct data. Identify EDI solutions to business needs and constantly improve the effectiveness of our communications as they relate to eligibility and membership. Proactively communicate and coordinate eligibility issues with Sales, Client Engagement, and Customer Service and impacted departments; work collaboratively with these departments to develop solutions. Maintains company goals by participating on and providing eligibility EDI expertise to departmental and company projects. Assist clients in the interpretation and management of membership and eligibility reports. What you will bring with you: Bachelor's degree and related EDI or Business Analyst experience. Minimum 3 years of technical experience, preferably with EDI. In depth knowledge of EDI Healthcare-related file formats, including HIPAA 834, required. Deep functional understanding and hands-on experience implementing the 834 transaction. EDI ‘source to target' transaction mappings (834 and proprietary files). Spearhead and drive projects and teams successfully. Strong supervision and communication skills to drive compliance with eligibility EDI (EE) requirements among submitting constituents (i.e. clients). Unsupervised and strategic decision making. Excellent organizational and time management skills; ability to handle multiple projects and priorities. Demonstrates self-motivation by taking initiative to learn more and take on more duties. Embrace change; positively influence change. Working knowledge of SQL and database and system design; capable of writing and running SQL queries. Ability to work without others without close supervision. Microsoft Office (Word, Excel, PowerPoint, Visio). Specific knowledge of enrollment processes in a commercial, Medicaid, or Medicare Health Plan/TPA organization. Working knowledge of FTP. Excellent reasoning skills EDI technical skills specifically using the 834 member enrollment transaction set, preferred Excellent communication skills - both verbal and written Relationship building Excellent customer service skills Salary: $69,300 - 104,000 At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions. Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you! We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. Life is brighter when you work at Sun Life At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities. We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email ************************* to request an accommodation. For applicants residing in California, please read our employee California Privacy Policy and Notice. We do not require or administer lie detector tests as a condition of employment or continued employment. Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances. All 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 vetera n. Job Category: Business Analysis - Systems Posting End Date: 27/01/2026

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities. DentaQuest manages dental and vision benefits for more than 33 million Americans. Our outcomes-based, cost-effective solutions are designed for Medicaid and CHIP, Medicare Advantage, small and large businesses, and individuals. With a focus on prevention and value, we aim to make quality care accessible to improve the oral health of all. Job Description: Location: Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Our team members and leaders are expected to foster connection and teamwork by being present in the office at least 2 days per week. The opportunity: The Member Enrollment Analyst (MEA) is a leader; accountable for the coordination, implementation, and training of all processes related to eligibility EDI 834. This role has a general knowledge of all clients' electronic enrollment (EE) files to prioritize and coordinate the running of EE files. Handles high profile, critical client implementations, from onset to implementation, and ensures membership accuracy within the system. The MEA will exhibit the highest level of knowledge of the EE process and membership data, and assist in the reconciliation of the claims system's membership data to our financial system. How you will contribute: * Document client-specific eligibility business rules using tools such as Word, Visio and Excel; communicate business rules to IT. * Discern and utilize the IT applications and tools used to aid data mapping, business rules, and HIPAA compliance; work with IT to implement technical aspects of system and data configurations based on business rules. * Manage new eligibility EDI electronic enrollment (EE) implementations and changes to existing clients' EE files through conference calls, e-mails, on-site visits, and ongoing customer communication. * Author and maintain HIPAA 834 and Proprietary Companion Guides that enables clients to comply with processing requirements and reduce errors. * Manage a high volume of projects and tasks with different priorities. * Facilitate team meetings to share information related to membership and EE; ensure issues are communicated and understood by the team. * Develop and maintain comprehensive schedules related to the status of new EE business; communicate regular statuses to Client Engagement, Sales, and other impacted departments. * Perform monthly membership data reconciliation utilizing the HIPAA 834 EDI files; work closely with Client Engagement to review and communicate results. * Partner with IT to implement new requirements; define requirements, approve Use Cases, perform user acceptance test (UAT), and approve code fixes into production. * Prioritize EE files; work with supervisor to coordinate resources to accommodate the timely processing of files and meet or exceed service levels. * Design, develop, and execute SQL queries to identify root cause where problems exist within membership data. * Provide excellent customer service by responding to membership-related inquiries in a timely and accurate manner; may require extensive research with diverse resources. * Establish and maintain membership data via EE files; manage timely and accurate processing of files to ensure all systems have correct data. * Identify EDI solutions to business needs and constantly improve the effectiveness of our communications as they relate to eligibility and membership. * Proactively communicate and coordinate eligibility issues with Sales, Client Engagement, and Customer Service and impacted departments; work collaboratively with these departments to develop solutions. * Maintains company goals by participating on and providing eligibility EDI expertise to departmental and company projects. * Assist clients in the interpretation and management of membership and eligibility reports. What you will bring with you: * Bachelor's degree and related EDI or Business Analyst experience. * Minimum 3 years of technical experience, preferably with EDI. * In depth knowledge of EDI Healthcare-related file formats, including HIPAA 834, required. * Deep functional understanding and hands-on experience implementing the 834 transaction. * EDI 'source to target' transaction mappings (834 and proprietary files). * Spearhead and drive projects and teams successfully. * Strong supervision and communication skills to drive compliance with eligibility EDI (EE) requirements among submitting constituents (i.e. clients). * Unsupervised and strategic decision making. * Excellent organizational and time management skills; ability to handle multiple projects and priorities. * Demonstrates self-motivation by taking initiative to learn more and take on more duties. * Embrace change; positively influence change. * Working knowledge of SQL and database and system design; capable of writing and running SQL queries. * Ability to work without others without close supervision. * Microsoft Office (Word, Excel, PowerPoint, Visio). * Specific knowledge of enrollment processes in a commercial, Medicaid, or Medicare Health Plan/TPA organization. * Working knowledge of FTP. * Excellent reasoning skills * EDI technical skills specifically using the 834 member enrollment transaction set, preferred * Excellent communication skills - both verbal and written * Relationship building * Excellent customer service skills Salary: $69,300 - 104,000 At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions. Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you! We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. Life is brighter when you work at Sun Life At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities. We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email ************************* to request an accommodation. For applicants residing in California, please read our employee California Privacy Policy and Notice. We do not require or administer lie detector tests as a condition of employment or continued employment. Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances. All 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. Job Category: Business Analysis - Systems Posting End Date: 27/01/2026

The Transaction Advisory Practice (TAP) provides consultative property & casualty insurance and employee benefits due diligence services to the private equity community and Lockton's existing client base. This team of experienced professionals provides a comprehensive assessment of the financial impact of insurance and employee benefits on a potential acquisition from both a purchase price and ongoing operational perspective. As a Property & Casualty Transaction Analyst, you will provide deal-specific support to multiple Transaction Advisors by reviewing virtual data rooms, collecting data, and summarizing the information provided by the target corporation. Gaining a thorough understanding of the structure of each transaction and the target entity's property & casualty insurance program, as well as the ability to succinctly summarize and analyze this information using a variety of tools and spreadsheets, are integral components to this position. Responsibilities 1. Responsible for assisting Transaction Advisors in managing the property & casualty insurance due diligence process for our private equity and corporate clients, including: a. Assist in all facets of electronic and paper data collection processes with organization of documents for analysis. b. Populate and/or create financial spreadsheets and illustrations based upon data financial analysis. c. Review documents and agreements such as insurance policies, carrier loss runs, exposure information, contracts, and other related materials. d. Coordinate distribution of documents to internal departments for specialized analysis, while communicating scope of review and timelines for deliverables. e. Maintain and update data request lists on an as needed basis. f. Serve as a back-up contact for multiple Transaction Advisors for both internal and external contacts. g. Assist with the construction and assembly of highly professional reports of industry leading quality. 2. Assist Transaction Advisor in accurately tracking and recording project updates on an as needed basis. 3. Assist Transaction Advisor in liaising with Lockton service teams and the client on the transition of new business to Lockton. 4. Performs other responsibilities and duties as needed. #LI-SS1

Lockton is seeking an Employee Benefits Financial Analyst to support the Analytics & Insights team by providing accurate financial data analysis and reporting for client programs. You will prepare and maintain routine financial reports, assist in developing pricing and trend models, and contribute to cost management strategies that help optimize employee health benefits. This position requires strong analytical skills, attention to detail, and a commitment to delivering reliable, high-quality results. Position Responsibilities Prepare routine financial and statistical reports for internal use, ensuring accuracy and clarity. Maintain and update data templates, spreadsheets, and databases to support team reporting needs. Assist in the development and application of standard financial models and formulas under supervision. Analyze internal data to identify trends and support decision-making for client initiatives. Support the benchmarking process by gathering and organizing relevant data. Collaborate with team members to ensure timely completion of deliverables. Stay informed on relevant industry developments and internal policies. Protect the confidentiality of company and employee information at all times. Participate in team meetings and training sessions as required.