Claims Administrative Support Specialist
Administrative support specialist job at Progressive
Progressive is dedicated to helping employees move forward and live fully in their careers. Your journey has already begun. Apply today and take the first step to Destination: Progress. As a claims administrative support specialist, you'll play a vital role supporting our claims branch offices. In addition to ensuring essential administrative functions run smoothly, you may also interact with customers and medical providers by phone or in person when applicable.
Must-have qualifications
* High School diploma/GED equivalent or higher and a minimum of one year of administrative or clerical support experience
* {OR} one year post-secondary education
Preferred skills
* Proficiency using office equipment
* Proven organizational skills
* Ability to multi-task and quickly switch duties
* Communication skills with the ability to work in a team-environment
* Customer service and follow-up skills
Schedule: Monday-Friday day shift (8:30am - 5:00pm); This position will report to our Cleveland HQ office full-time for the first 12 weeks. After the 12-week orientation, this role will transition to hybrid and you will have the opportunity to work from home 1 day per week. After 6 months of successful performance, you may work 2 days from home.
Compensation
* $39,500 - 42,000/annually
* Gainshare annual cash incentive payment up to 16% of your eligible earnings based on company performance
Benefits
* 401(k) with dollar-for-dollar company match up to 6%
* Medical, dental & vision, including free preventative care
* Wellness & mental health programs
* Health care flexible spending accounts, health savings accounts, & life insurance
* Paid time off, including volunteer time off
* Paid & unpaid sick leave where applicable, as well as short & long-term disability
* Parental & family leave; military leave & pay
* Diverse, inclusive & welcoming culture with Employee Resource Groups
* Career development & tuition assistance
* Onsite gym & healthcare at large locations
Equal Opportunity Employer
For ideas about how you might be able to protect yourself from job scams, visit our scam-awareness page at **************************************************************
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Claims Administrative Support Specialist
Administrative support specialist job at Progressive
Progressive is dedicated to helping employees move forward and live fully in their careers. Your journey has already begun. Apply today and take the first step to Destination: Progress. As a claims administrative support specialist, you'll play a vital role supporting our claims branch offices. In addition to ensuring essential administrative functions run smoothly, you may also interact with customers and medical providers by phone or in person when applicable.
Must-have qualifications
* High School diploma/GED equivalent or higher and a minimum of one year of administrative or clerical support experience
* {OR} one year post-secondary education
Preferred skills
* Proficiency using office equipment
* Proven organizational skills
* Ability to multi-task and quickly switch duties
* Communication skills with the ability to work in a team-environment
* Customer service and follow-up skills
Schedule: This is a full-time, in-office position with hours from 8am-5pm, Monday through Friday.
Work Location: 9050 Centre Pointe Dr, Suite 200, West Chester Township, OH 45069
Compensation
* $18.00-$20.00/hour
* Gainshare annual cash incentive payment up to 16% of your eligible earnings based on company performance
Benefits
* 401(k) with dollar-for-dollar company match up to 6%
* Medical, dental & vision, including free preventative care
* Wellness & mental health programs
* Health care flexible spending accounts, health savings accounts, & life insurance
* Paid time off, including volunteer time off
* Paid & unpaid sick leave where applicable, as well as short & long-term disability
* Parental & family leave; military leave & pay
* Diverse, inclusive & welcoming culture with Employee Resource Groups
* Career development & tuition assistance
Energage recognizes Progressive as a 2025 Top Workplace for: Innovation, Purposes & Values, Work-Life Flexibility, Compensation & Benefits, and Leadership.
Equal Opportunity Employer
For ideas about how you might be able to protect yourself from job scams, visit our scam-awareness page at ****************************************************************
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Substance Abuse Specialist
New York, NY jobs
Licensed Behavioral Health Clinicians provide supportive counseling, advocacy, education, and care management to help patients and their families navigate mental illness, access community resources, and manage symptoms to help them remain safely in the community This is a senior, master's level, licensed social services role that provides direct care as part of a team. Join us in building on our 130-year history and become a part of the Future of Care that is strengthening communities with high quality, integrated behavioral health programs. VNS Health Behavioral Health team members provide vital client-centered behavioral health care to New Yorkers most in need, across all stages of life and mental well-being. We deliver care wherever our clients are, including outpatient clinics, clients' homes, and the community. Our short- and long-term service models include acute, transitional, and intensive care management programs that impact the most vulnerable populations, from children, to adolescents, to aging adults. As part of our fast-growing Behavioral Health team, you'll have an opportunity to develop and advance your skills, whether you're early in your career or an experienced professional.
What We Provide
Attractive sign-on bonus and referral bonus opportunities
Generous paid time off (PTO), starting at 30 days of paid time off and 9 company holidays
Health insurance plan for you and your loved ones, Medical, Dental, Vision, Life and Disability
Employer-matched retirement saving funds
Personal and financial wellness programs
Pre-tax flexible spending accounts (FSAs) for healthcare and dependent care
Generous tuition reimbursement for qualifying degrees
Opportunities for professional growth and career advancement
Internal mobility, CEU credits, and advancement opportunities
Interdisciplinary network of colleagues through the VNS Health Social Services Community of Professionals
What You Will Do
Utilizes approved assessments to identify clients/members needs and family needs; develops initial and ongoing clinical plan of care. Updates plan at specified intervals, and as needed based on changes in client/member condition or circumstances
Performs and maintains effective care management for assigned caseload of clients/members. Leads the care coordination for complex psychiatric clinical cases. Tracks and monitors progress; maintains detailed, accurate and timely progress notes and other documentation
Provides supportive counseling and/or supportive therapy as well as ongoing mental health services
Collaborates and refers to appropriate agencies as required. Addresses any client/member concerns to ensure satisfaction with overall services provided and uses motivational interviewing techniques to foster behavioral changes
Develops inventory of resources that meet the clients/members needs as identified in the assessment
Provides linkage, coordination with, referral to and follow-up with appropriate service providers and managed care plans. Facilitates periodic case record reviews and case conferences with all providers serving the clients/members
Provides information and assistance through advocacy and education to clients/members and family on availability and eligibility of entitlements and community services. Arranges transportation and accompanies clients/members to appointments as necessary
Assists clients/members and/or families in the development of a sustainable network of community-based supports, utilizing identified strengths and tools designed to prevent future participant crises and/or reduce the negative impact if a crisis does occur
Participates in initial and ongoing trainings as necessary to maintain and enhance clinical and professional skills
Maintains updated case records in program EMR. Maintains case records in accordance with program policies/procedures, VNS Health standards and regulatory requirements
Participates and consults with team supervisor in case conferences, staff meetings, utilization review and discharge planning meetings to determine if client/member requires an alternate level of care or is appropriate for discharge
Participates in 24/7 on-call coverage schedule and performs on-call duties, as required
Acts as liaison with other community agencies
Provides short term counseling (coping skills, trauma informed, decision making) and Risk Health Assessment/Safety Planning
Collects and reports data, as required while adhering to productivity standards
Leads and participates in “Network Meetings” with client, client/ member's personal support network and other team members using the Open Dialogue Model
Qualifications
Master's Degree in Social Work, Psychology, Mental Health Counseling, Family Therapy or related degree
Minimum of two years of mental health work experience providing direct services to clients/members with Serious Mental Illness (SMI), developmental disabilities, substance use disorders and/or chronic medical conditions required
Effective oral/written/interpersonal communication skills required
Bilingual skills may be required as determined by operational needs
License and current registration to practice as a Mental Health Counselor, Marriage and Family Therapist , Social Worker, Clinical Social Worker or related license in New York State
Valid NYS ID or NYS driver's license may be required as determined by operational needs.
Pay Range
USD $63,800.00 - USD $79,800.00 /Yr.
About Us
VNS Health is one of the nation's largest nonprofit home and community-based health care organizations. Innovating in health care for more than 130 years, our commitment to health and well-being is what drives us - we help people live, age and heal where they feel most comfortable, in their own homes, connected to their family and community. On any given day, more than 10,000 VNS Health team members deliver compassionate care, unparalleled expertise and 24/7 solutions and resources to the more than 43,000 “neighbors” who look to us for care. Powered and informed by data analytics that are unmatched in the home and community-health industry, VNS Health offers a full range of health care services, solutions and health plans designed to simplify the health care experience and meet the diverse and complex needs of the communities and people we serve in New York and beyond.
Executive Assistant to EVP of Sales and Marketing
Tampa, FL jobs
About Us:
American Integrity Insurance (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 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.
Learn more about American Integrity Insurance and our job opportunities at ************************
Complete a broad variety of administrative tasks for the EVP of Sales and Marketing including:
managing an extremely active calendar of appointments;
completing expense reports;
composing and preparing correspondence that is sometimes confidential;
arranging complex and detailed travel plans, itineraries, and agendas; and
compiling documents for travel-related meetings.
Plan, coordinate, and ensure the executives' schedules are followed and respected. Provides "gatekeeper" and "gateway" role, creating win-win situations for direct access to the executives' time and offices.
Plan and manage logistics for agent trips and events.
Research, prioritize, and follow up on incoming issues and concerns addressed to the executives, including those of a sensitive or confidential nature. Determine appropriate course of action, referral, or response.
Provide a bridge for smooth communication between the executives' offices and internal departments; demonstrating leadership to maintain credibility, trust and support with senior management staff.
Work closely and effectively with the executives to keep them well informed of upcoming commitments and responsibilities, following up appropriately. Act as a "barometer," having a sense for the issues taking place in the environment and keeping them updated.
Provide leadership to build relationships crucial to the success of the organization, and manage a variety of special projects, some of which may have organizational impact.
Successfully complete critical aspects of deliverables with a hands-on approach, including drafting acknowledgement letters, personal correspondence, and other tasks.
Prioritize conflicting needs; handle matters expeditiously and proactively; and follows through on projects to successful completion, often with deadline pressures.
Education: High School Diploma minimum requirement; Bachelor's degree or equivalent education experience preferred.
Experience: Minimum of five (5) years of experience supporting executives (VP and above).
Skills: Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail. Very strong interpersonal skills and the ability to build relationships with stakeholders, including staff, board members, and external partners. Expert level written and verbal communication skills. Demonstrated proactive approaches to problem-solving with strong decision-making. Must possess strong business-savvy skills in being able to prepare PowerPoint presentations for agents and external parties.
Administrative Assistant
Southaven, MS jobs
SouthGroup Insurance Services, with roots tracing back over 115 years, emerged in 2001 through the merger of 12 of Mississippi's most respected insurance agencies. With 20 branch locations across the state, SouthGroup offers comprehensive insurance and risk management solutions for industries such as agriculture, aviation, construction, engineering, and healthcare. Recognized as one of the Top 100 Privately-Held Insurance Agencies in America by Insurance Journal, SouthGroup has received numerous accolades, including being named a Best Practices agency. The company is dedicated to providing practical and tailored risk management solutions to meet the needs of its clients.
Role Description
This is a full-time, on-site role for an Administrative Assistant located in Hattiesburg, MS. The Administrative Assistant will be responsible for performing daily clerical tasks such as answering phones, responding to client requests, taking client payments, handling of electronic and physical mail, receiving and putting away supplies, processing of client needs, and some small account management responsibilities. The role includes supporting executive assistant and team activities, ensuring smooth office operations, and acting as a point of contact for internal and external communications. The ideal candidate will provide excellent customer service and contribute to the overall efficiency of the team.
Qualifications
Strong Administrative Assistance and Clerical Skills to organize documentation and ensure the smooth functioning of client relations.
Excellent Phone Etiquette and Communication skills for handling inquiries and interacting professionally with clients and team members.
Experience in administrative tasks, including supporting leadership activities.
Attention to detail and strong organizational skills to manage multiple tasks efficiently.
Proficiency with office software such as Microsoft Office and Google Suite and familiarity with office equipment.
Ability to work collaboratively in an on-site environment in Hattiesburg, MS from 8am to 5pm.
Previous experience in the insurance industry or related fields is considered a plus.
High school diploma or equivalent required; additional certifications such as a property & casualty insurance license or related fields are beneficial.
Administrative Assistant
Hattiesburg, MS jobs
SouthGroup Insurance Services, with roots tracing back over 115 years, emerged in 2001 through the merger of 12 of Mississippi's most respected insurance agencies. With 20 branch locations across the state, SouthGroup offers comprehensive insurance and risk management solutions for industries such as agriculture, aviation, construction, engineering, and healthcare. Recognized as one of the Top 100 Privately-Held Insurance Agencies in America by Insurance Journal, SouthGroup has received numerous accolades, including being named a Best Practices agency. The company is dedicated to providing practical and tailored risk management solutions to meet the needs of its clients.
Role Description
This is a full-time, on-site role for an Administrative Assistant located in Hattiesburg, MS. The Administrative Assistant will be responsible for performing daily clerical tasks such as answering phones, responding to client requests, taking client payments, handling of electronic and physical mail, receiving and putting away supplies, processing of client needs, and some small account management responsibilities. The role includes supporting executive assistant and team activities, ensuring smooth office operations, and acting as a point of contact for internal and external communications. The ideal candidate will provide excellent customer service and contribute to the overall efficiency of the team.
Qualifications
Strong Administrative Assistance and Clerical Skills to organize documentation and ensure the smooth functioning of client relations.
Excellent Phone Etiquette and Communication skills for handling inquiries and interacting professionally with clients and team members.
Experience in administrative tasks, including supporting leadership activities.
Attention to detail and strong organizational skills to manage multiple tasks efficiently.
Proficiency with office software such as Microsoft Office and Google Suite and familiarity with office equipment.
Ability to work collaboratively in an on-site environment in Hattiesburg, MS from 8am to 5pm.
Previous experience in the insurance industry or related fields is considered a plus.
High school diploma or equivalent required; additional certifications such as a property & casualty insurance license or related fields are beneficial.
Administrative Assistant
Gulfport, MS jobs
SouthGroup Insurance Services, with roots tracing back over 115 years, emerged in 2001 through the merger of 12 of Mississippi's most respected insurance agencies. With 20 branch locations across the state, SouthGroup offers comprehensive insurance and risk management solutions for industries such as agriculture, aviation, construction, engineering, and healthcare. Recognized as one of the Top 100 Privately-Held Insurance Agencies in America by Insurance Journal, SouthGroup has received numerous accolades, including being named a Best Practices agency. The company is dedicated to providing practical and tailored risk management solutions to meet the needs of its clients.
Role Description
This is a full-time, on-site role for an Administrative Assistant located in Hattiesburg, MS. The Administrative Assistant will be responsible for performing daily clerical tasks such as answering phones, responding to client requests, taking client payments, handling of electronic and physical mail, receiving and putting away supplies, processing of client needs, and some small account management responsibilities. The role includes supporting executive assistant and team activities, ensuring smooth office operations, and acting as a point of contact for internal and external communications. The ideal candidate will provide excellent customer service and contribute to the overall efficiency of the team.
Qualifications
Strong Administrative Assistance and Clerical Skills to organize documentation and ensure the smooth functioning of client relations.
Excellent Phone Etiquette and Communication skills for handling inquiries and interacting professionally with clients and team members.
Experience in administrative tasks, including supporting leadership activities.
Attention to detail and strong organizational skills to manage multiple tasks efficiently.
Proficiency with office software such as Microsoft Office and Google Suite and familiarity with office equipment.
Ability to work collaboratively in an on-site environment in Hattiesburg, MS from 8am to 5pm.
Previous experience in the insurance industry or related fields is considered a plus.
High school diploma or equivalent required; additional certifications such as a property & casualty insurance license or related fields are beneficial.
Administrative Assistant
Jackson, MS jobs
SouthGroup Insurance Services, with roots tracing back over 115 years, emerged in 2001 through the merger of 12 of Mississippi's most respected insurance agencies. With 20 branch locations across the state, SouthGroup offers comprehensive insurance and risk management solutions for industries such as agriculture, aviation, construction, engineering, and healthcare. Recognized as one of the Top 100 Privately-Held Insurance Agencies in America by Insurance Journal, SouthGroup has received numerous accolades, including being named a Best Practices agency. The company is dedicated to providing practical and tailored risk management solutions to meet the needs of its clients.
Role Description
This is a full-time, on-site role for an Administrative Assistant located in Hattiesburg, MS. The Administrative Assistant will be responsible for performing daily clerical tasks such as answering phones, responding to client requests, taking client payments, handling of electronic and physical mail, receiving and putting away supplies, processing of client needs, and some small account management responsibilities. The role includes supporting executive assistant and team activities, ensuring smooth office operations, and acting as a point of contact for internal and external communications. The ideal candidate will provide excellent customer service and contribute to the overall efficiency of the team.
Qualifications
Strong Administrative Assistance and Clerical Skills to organize documentation and ensure the smooth functioning of client relations.
Excellent Phone Etiquette and Communication skills for handling inquiries and interacting professionally with clients and team members.
Experience in administrative tasks, including supporting leadership activities.
Attention to detail and strong organizational skills to manage multiple tasks efficiently.
Proficiency with office software such as Microsoft Office and Google Suite and familiarity with office equipment.
Ability to work collaboratively in an on-site environment in Hattiesburg, MS from 8am to 5pm.
Previous experience in the insurance industry or related fields is considered a plus.
High school diploma or equivalent required; additional certifications such as a property & casualty insurance license or related fields are beneficial.
Administrative Assistant
Meridian, MS jobs
SouthGroup Insurance Services, with roots tracing back over 115 years, emerged in 2001 through the merger of 12 of Mississippi's most respected insurance agencies. With 20 branch locations across the state, SouthGroup offers comprehensive insurance and risk management solutions for industries such as agriculture, aviation, construction, engineering, and healthcare. Recognized as one of the Top 100 Privately-Held Insurance Agencies in America by Insurance Journal, SouthGroup has received numerous accolades, including being named a Best Practices agency. The company is dedicated to providing practical and tailored risk management solutions to meet the needs of its clients.
Role Description
This is a full-time, on-site role for an Administrative Assistant located in Hattiesburg, MS. The Administrative Assistant will be responsible for performing daily clerical tasks such as answering phones, responding to client requests, taking client payments, handling of electronic and physical mail, receiving and putting away supplies, processing of client needs, and some small account management responsibilities. The role includes supporting executive assistant and team activities, ensuring smooth office operations, and acting as a point of contact for internal and external communications. The ideal candidate will provide excellent customer service and contribute to the overall efficiency of the team.
Qualifications
Strong Administrative Assistance and Clerical Skills to organize documentation and ensure the smooth functioning of client relations.
Excellent Phone Etiquette and Communication skills for handling inquiries and interacting professionally with clients and team members.
Experience in administrative tasks, including supporting leadership activities.
Attention to detail and strong organizational skills to manage multiple tasks efficiently.
Proficiency with office software such as Microsoft Office and Google Suite and familiarity with office equipment.
Ability to work collaboratively in an on-site environment in Hattiesburg, MS from 8am to 5pm.
Previous experience in the insurance industry or related fields is considered a plus.
High school diploma or equivalent required; additional certifications such as a property & casualty insurance license or related fields are beneficial.
Industry Practice Administrative Specialist
Tampa, FL jobs
Company:Marsh McLennan AgencyDescription:
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Industry Practice Administrative Specialist at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).
A day in the life.
As our Industry Practice Administrative Specialist on the National Industry Practices team, you'll report to the Associate Director, Industry Practice and work closely with the Industry Practice leadership to grow our business. This position is responsible for supporting the various National Industry Practice initiatives. The Industry Practice Administrative Specialist will work with colleagues across the geographic footprint and multiple business divisions of MMA. Strong communication, including public speaking and listening, as well as organizational and collaborative skills are essential to success in this role
Essential Duties & Responsibilities
Provide project management, administrative, and operational support for the National Industry Practices team
Preparation of reports, action items, deliverables, presentations, webinars and documentation.
Assists with various projects as needed such as speeches, presentations, summit, associations and conferences.
Work cross-functionally with our business line teams and risk practices
Project manage all industry practice priorities for our established industry verticals
Negotiate hotel blocks and restaurant large group reservations within the approval process.
Coordinate and calendar in person meetings and lead industry network calls and
Gather data, update and maintain information within various internal and external systems.
Maintain national industry contacts within various systems
Partner and align with our industry marketing specialists
Work closely with our medallion sponsors on industry related benefits
Develop and maintain good relationships with others across the MMA organization
Our future colleague.
A successful candidate will be a service oriented individual with high personal standards and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks, adjusting priorities often, and managing frequent interruptions.
We'd love to meet you if your professional track record includes these skills:
3+ years in the role of administrative assistant, project coordinator, operations specialist, or similar roles
Proven ability using MS Office software (Outlook, PowerPoint, Excel, OneNote, Word, etc.).
Basic math and professional level business writing skills.
Proven experience creating presentations and documents, including database and spreadsheet data entry.
Excellent phone personality & presentation skills
Alert, positive and approachable demeanor with a strong attention to detail and the ability to work in a fast-paced team environment.
Strong organizational skills with proven ability to manage multiple projects and priorities
These additional qualifications are a plus, but not required to apply:
Employee Benefits, Property & Casualty or Retirement and Wealth experience
We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Remote work
Charitable contribution match programs
Stock purchase opportunities
To learn more about a career at MMA, check us out online: *************************** or flip through our recruiting brochure: **********************
Follow us on social media to meet our colleagues and see what makes us tick:
************************************
**********************************
*****************************
*******************************************************
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#LI-Remote
The applicable base salary range for this role is $63,200 to $117,900.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.Applications will be accepted until:December 22, 2025
Auto-ApplyIndustry Practice Administrative Specialist
Fort Lauderdale, FL jobs
Company:Marsh McLennan AgencyDescription:
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Industry Practice Administrative Specialist at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).
A day in the life.
As our Industry Practice Administrative Specialist on the National Industry Practices team, you'll report to the Associate Director, Industry Practice and work closely with the Industry Practice leadership to grow our business. This position is responsible for supporting the various National Industry Practice initiatives. The Industry Practice Administrative Specialist will work with colleagues across the geographic footprint and multiple business divisions of MMA. Strong communication, including public speaking and listening, as well as organizational and collaborative skills are essential to success in this role
Essential Duties & Responsibilities
Provide project management, administrative, and operational support for the National Industry Practices team
Preparation of reports, action items, deliverables, presentations, webinars and documentation.
Assists with various projects as needed such as speeches, presentations, summit, associations and conferences.
Work cross-functionally with our business line teams and risk practices
Project manage all industry practice priorities for our established industry verticals
Negotiate hotel blocks and restaurant large group reservations within the approval process.
Coordinate and calendar in person meetings and lead industry network calls and
Gather data, update and maintain information within various internal and external systems.
Maintain national industry contacts within various systems
Partner and align with our industry marketing specialists
Work closely with our medallion sponsors on industry related benefits
Develop and maintain good relationships with others across the MMA organization
Our future colleague.
A successful candidate will be a service oriented individual with high personal standards and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks, adjusting priorities often, and managing frequent interruptions.
We'd love to meet you if your professional track record includes these skills:
3+ years in the role of administrative assistant, project coordinator, operations specialist, or similar roles
Proven ability using MS Office software (Outlook, PowerPoint, Excel, OneNote, Word, etc.).
Basic math and professional level business writing skills.
Proven experience creating presentations and documents, including database and spreadsheet data entry.
Excellent phone personality & presentation skills
Alert, positive and approachable demeanor with a strong attention to detail and the ability to work in a fast-paced team environment.
Strong organizational skills with proven ability to manage multiple projects and priorities
These additional qualifications are a plus, but not required to apply:
Employee Benefits, Property & Casualty or Retirement and Wealth experience
We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Remote work
Charitable contribution match programs
Stock purchase opportunities
To learn more about a career at MMA, check us out online: *************************** or flip through our recruiting brochure: **********************
Follow us on social media to meet our colleagues and see what makes us tick:
************************************
**********************************
*****************************
*******************************************************
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#LI-Remote
The applicable base salary range for this role is $63,200 to $117,900.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.Applications will be accepted until:December 22, 2025
Auto-ApplyIndustry Practice Administrative Specialist
Atlanta, GA jobs
Company:Marsh McLennan AgencyDescription:
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Industry Practice Administrative Specialist at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).
A day in the life.
As our Industry Practice Administrative Specialist on the National Industry Practices team, you'll report to the Associate Director, Industry Practice and work closely with the Industry Practice leadership to grow our business. This position is responsible for supporting the various National Industry Practice initiatives. The Industry Practice Administrative Specialist will work with colleagues across the geographic footprint and multiple business divisions of MMA. Strong communication, including public speaking and listening, as well as organizational and collaborative skills are essential to success in this role
Essential Duties & Responsibilities
Provide project management, administrative, and operational support for the National Industry Practices team
Preparation of reports, action items, deliverables, presentations, webinars and documentation.
Assists with various projects as needed such as speeches, presentations, summit, associations and conferences.
Work cross-functionally with our business line teams and risk practices
Project manage all industry practice priorities for our established industry verticals
Negotiate hotel blocks and restaurant large group reservations within the approval process.
Coordinate and calendar in person meetings and lead industry network calls and
Gather data, update and maintain information within various internal and external systems.
Maintain national industry contacts within various systems
Partner and align with our industry marketing specialists
Work closely with our medallion sponsors on industry related benefits
Develop and maintain good relationships with others across the MMA organization
Our future colleague.
A successful candidate will be a service oriented individual with high personal standards and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks, adjusting priorities often, and managing frequent interruptions.
We'd love to meet you if your professional track record includes these skills:
3+ years in the role of administrative assistant, project coordinator, operations specialist, or similar roles
Proven ability using MS Office software (Outlook, PowerPoint, Excel, OneNote, Word, etc.).
Basic math and professional level business writing skills.
Proven experience creating presentations and documents, including database and spreadsheet data entry.
Excellent phone personality & presentation skills
Alert, positive and approachable demeanor with a strong attention to detail and the ability to work in a fast-paced team environment.
Strong organizational skills with proven ability to manage multiple projects and priorities
These additional qualifications are a plus, but not required to apply:
Employee Benefits, Property & Casualty or Retirement and Wealth experience
We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Remote work
Charitable contribution match programs
Stock purchase opportunities
To learn more about a career at MMA, check us out online: *************************** or flip through our recruiting brochure: **********************
Follow us on social media to meet our colleagues and see what makes us tick:
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Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
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The applicable base salary range for this role is $63,200 to $117,900.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.Applications will be accepted until:December 22, 2025
Auto-ApplyClaims Administrative Specialist I
San Diego, CA jobs
Zenith is a team of Workers' Compensation Specialists committed to helping businesses succeed by protecting against the financial and human consequences of workplace injuries, providing for the needs of injured employees and making the workplace safer. To distinguish ourselves as the desired provider of Workers' Compensation Insurance, values such as collaboration, work-life balance, and integrity are placed at the center of all our operations. In addition, Zenith supports career advancement through a dedication to ongoing learning and development. An individual coming to Zenith will not only receive competitive compensation and a comprehensive benefits package, but continuous opportunities to grow as a professional.
A Brief Overview
Under direct supervision, the Claims Admin Specialist I performs administrative duties of moderate technical complexity in support of the Claims function. Incumbent must achieve a quality claim product on an ongoing basis by consistently applying best practices within expected timeframes completing the following tasks.
What you will do
* Issue timely and accurate allocated payments paying specific attention to timeframes and due dates.
* Calculate and issue Temporary disability payments, wage loss payments, and permanent disability payments within specified timeframes.
* Send correct DWC notices in compliance with expected timeframes.
* Review and label Documentum.
* Process and identify medical treatment requests through Zencare and complete follow up requests daily.
* Complete peer review packets by uploading medical records through Zencare to ensure that treatment decisions can be made timely.
* Schedule medical appointments, transportation and interpreters for injured workers and send necessary paperwork to all parties ahead of time.
* Review for accuracy, Examiner, Nurse or Attorney assignments prior to completion.
* File legal documents for attorneys through the EAMS website and ensure quality assurance of these documents.
* Assist nurses during the weaning process by sending out correct notices and completing the necessary paperwork.
* Set up meetings for Examiners, Attorneys and nurses when needed. This could include medical director staffing.
* Manage and update the Claims, Medical Legal weekly staffing agenda.
* Answer phone calls for Examiners and respond to requests from injured workers, Employers and brokers timely.
* Provide ongoing administrative support to Examiners, Attorneys and Nurses by completing work status calls, processing & formatting correspondence, and completing all paperwork and follow up phone calls timely.
* Complete all diaries within their specified time frames.
* Apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions.
* Work productively and harmoniously with others on a consistent basis.
* Respond positively to direction and feedback on performance.
* Consistently maintain professional and appropriate demeanor.
* Perform other duties/projects as assigned.
Education Qualifications
* High School Diploma Or equivalent combination of training/experience required
* Bachelor's Degree or equivalent combination of training/experience preferred
Experience Qualifications
* 2+ years work-related experience. Prior Claims administrative support experience preferred with preference given to experience gained in Workers' Compensation industry required
Skills and Abilities
* Knowledge of Microsoft Office.
* Advanced Word and strong Excel software skills.
* Excellent spelling, punctuation and grammar skills required.
* Demonstrated ability to proficiently produce accurate final documents.
* Strong task management skills.
* High attention to detail.
* Strong organizational skills.
* Ability to manage time effectively and meet deadlines.
* Strong verbal and written communication skills.
* Strong math skills required.
* Strong customer service skills.
The expected salary range for this position is $45,196.18-$56,495.23. Actual pay will be adjusted based on experience, geographic location, and other job-related factors as permitted by law. Qualifications may warrant placement in a different job level.
Benefits
* Medical, Dental and Vision Insurance
* Flexible Spending Accounts
* Paid Parental Leave
* Life, AD&D and Disability Insurance
* 401(k), Employee Share Purchase Plan (ESPP)
* Education and Training Reimbursement
* Paid Leave: 3 weeks/year Vacation, 2 weeks/year Sick Leave
* 10 paid Company Holidays, 2 Personal Days, 2 Floating Holidays
* Employee Assistance Program (EAP)
* For more information, review details on the Benefits page of our Career Site: *******************************************
Zenith typically posts jobs for a minimum of 8 to 14 calendar days. If you are interested in any of our open positions, we encourage you to submit your application promptly.
Zenith Insurance Company is an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic. In compliance with California law, we are committed to fair hiring practices. Pursuant to the California Fair Chance Act (AB 1008), we will consider qualified applicants with criminal histories in a manner consistent with the law. Additionally, in accordance with the Los Angeles Fair Chance Initiative for Hiring Ordinance, we will not inquire about an applicant's criminal history until after a conditional offer of employment has been made.
If you are a qualified individual with a disability or a disabled veteran and need assistance accessing our career center or applying for a position due to your disability, you are entitled to request an accommodation. To make a request, please contact a Human resources representative at Zenith Insurance Company.
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Administrative Support Specialist
Palm Beach Gardens, FL jobs
in Palm Beach Gardens, FL.
As the Administrative Support Specialist you will be responsible for processing both incoming and outgoing mail, prepare packages for shipment, assist with accepting deliveries, and provide administrative support as needed
Dane Street's success relies on individual and team contributions every day. We care for our customers, each other and Dane Street. It is the responsibility for all of us to maintain a positive working environment that promotes client satisfaction and results.
Requirements
MAJOR DUTIES & RESPONSIBILITIES
General Administrative Duties to support management.
General Office Duties as assigned by the manager.
Handle incoming and outgoing business mail
Package and ship IT equipment
Process medical records
Data process and reporting
Strong attention to detail
Other duties & special projects, as assigned and based on business needs.
EDUCATION/CREDENTIALS:
High School Diploma preferred.
JOB RELEVANT EXPERIENCE:
Business experience in a healthcare and/or insurance setting is preferred.
JOB RELATED SKILLS/COMPETENCIES:
Attention to detail, administrative skills, customer service skills and good communication skills with a clear understanding of company business lines needed. The ability to work in a dynamic team environment and manage time efficiently and meet specific deadlines. Computer literacy, typing skills, and organization skills are essential. Advanced Excel & Google Sheets skills are required.
WORKING CONDITIONS/PHYSICAL DEMANDS:
Any lifting, bending, traveling, etc. required to do the job duties listed above. Long periods of sitting and computer work.
This job description is subject to change at any time.
Benefits
Join our team at Dane Street and enjoy a comprehensive benefits package designed to support your well-being and peace of mind. We offer a range of benefits including medical, dental, and vision coverage for you and your family. Additionally, we offer voluntary life insurance options for you, your spouse, and your children. We also offer other voluntary benefits which include hospital indemnity, critical illness, accident indemnity, and pet insurance plans. Employees receive basic life insurance, short-term disability, and long-term disability coverage at no cost. Our generous paid time off policy ensures you have time to relax and recharge, while our 401k plan with a company match helps you plan for your future. Apple equipment and a media stipend are provided for remote workspace.
ABOUT DANE STREET:
A fast-paced, Inc. 500 Company with a high-performance culture, is seeking insightful forward-thinking professionals. We process over 200,000 insurance claims annually for leading national and regional Workers' Compensation, Disability, Auto, and Group Health Carriers, Third-Party Administrators, Managed Care Organizations, Employers, and Pharmacy Benefit Managers. We provide customized Independent Medical Exams and Peer Review programs that assist our clients in reaching the appropriate medical determination as part of the claims management process.
Auto-ApplyProgram Support Specialist (Adult Outpatient Program)
Philadelphia, PA jobs
Job Description
GENERAL OVERVIEW OF KEY ROLES & RESPONSIBILITIES:
1. This individual will support all aspects of clerical requirements.
ESSENTIAL & CORE FUNCTIONS:
1. Performs general office functions.
2. Performs related work as required, under general supervision.
3. Executes routine billing assignments, including preparing correspondence.
4. Performs a variety of general clerical duties such as answering telephones, typing correspondence, memorandums, and statistical data; filing, and reports.
5. Responsible for accurate and timely enrollment and billing service data.
6. Must have tact concerning the handling of people and be accurate in all duties performed.
ADDITIONAL RESPONSIBILITIES:
1. Performs other duties and special projects as assigned.
Requirements
PREREQUISITES & QUALIFICATIONS FOR THE POSITION:
High School Diploma/G.E.D. required.
Successful completion of a medical office or medical billing program highly preferred.
One to three years (1-3) of relevant office experience.
Must have knowledge of business English, punctuation, arithmetic, and spelling.
Typing with accuracy and speed 40-45 WPM (preferred but not essential.)
Benefits
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k, IRA)
Life Insurance (Basic, Voluntary & AD&D)
Paid Time Off (Vacation, Sick & Public Holidays)
Family Leave (Maternity, Paternity)
Short Term & Long Term Disability
Sales Administration Specialist
Carmel, IN jobs
Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen.
Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
JOB OVERVIEW:
This role supports the success of the Middle Market Commercial Lines and Employee Benefits sales teams across the Midwest region. Reporting to the Sales & Growth Leader, the Sales Enablement Specialist contributes to growth initiatives, sales process improvement, and onboarding efforts. The position operates in a fast-paced, collaborative environment and involves working with digital tools and platforms to assist with lead generation, pipeline development, and resource enablement
LOCATION: Carmel, Indiana -Hybrid in office 3 days a week
WHAT YOU'LL DO:
* Support producers with prospecting and lead generation
* Assist with pipeline accuracy and visibility in collaboration with sales leaders
* Onboard new producers and ensure consistent use of sales tools and resources
* Train producers on EPIC's sales toolkit and digital platforms
* Serve as the primary contact for sales-related technology tools in the Midwest
* Coordinate and support on-site and virtual sales engagement events
* Collaborate with Marketing & Communications and lead generation teams
* Provide curated market intelligence and sales materials to producers
* Assist with RFP coordination and development
* Travel regionally (including overnight stays) as needed
* Perform other duties to support regional growth initiatives
WHAT YOU'LL BRING:
* A proactive mindset and strong organizational skills
* Ability to communicate with clarity and professionalism across all levels
* Comfort with digital tools and a passion for innovation
* Commitment to supporting sales excellence and regional growth
* Strong attention to detail and ability to manage multiple priorities.
* Proficiency in Microsoft 365, especially Excel and PowerPoint
* Familiarity with or willingness to learn tools such as: Salesforce, MiEdge, SalesIntel, Vertical IQ, "Fish in a Barrel", Loopio, LinkedIn & LinkedIn Sales Navigator
* Bachelor's degree in Business, Marketing, Communications, or a related field (preferred)
* 0-3 years of experience in sales support, sales enablement, marketing, or a related field
* Experience in insurance, employee benefits, or commercial property & casualty insurance is a plus
* Exposure to CRM systems and sales technology tools is highly desirable
COMPENSATION:
The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women's Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We're in the top 10 of property/casualty agencies according to "Insurance Journal"
To learn more about EPIC, visit our Careers Page: ************************************************
EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at: *******************************************************************************************
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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#LI-Hybrid
Auto-ApplyLeave Administration Specialist
Plano, TX jobs
Due to our success and increased business opportunities, we are looking for a Leave Administration Specialist to provide excellent customer service to employees with regards to all aspects of absence management. This position is a subject matter expert regarding all types of employee leaves of absence, including Short Term Disability, FMLA, Long Term Disability, Unpaid leaves, etc. The ideal candidate will demonstrate a high level of professionalism; possess the ability to work well in a fast-paced environment and the flexibility to easily adapt to changing priorities.
* Process incoming calls, emails and system notifications regarding leaves of absence, while providing prompt accurate service
* Responsible for utilizing the tools provided to maintain compliance with federal, state, local and union specific leave policies
* Coach employees, managers and HR professionals on the appropriate web-based processes, legal requirements and policy regarding leaves
* Provide employees/managers with information and assistance regarding potential leaves
* Produce and track all required documentation
* Assess, adjudicate, and track all FMLA claims and available time
* Coordinate leaves with Short Term Disability Vendor and Workers' Compensation Claims Teams to properly administer concurrent leaves
* Update employee records in the HR/Payroll system as appropriate
* Escalate issues to the proper management resource as appropriate
* Maintain established performance goals and help ensure the organization is meeting performance targets and complying with service level agreements
* Provide critical thinking regarding absence management processes. Identify trends and make recommendations for continuous process improvements to management
* Consult with clients on best practices and policy reviews
* Support new client onboarding process
* Assist with client projects as needed
Leave Administration Specialist
Dallas, TX jobs
Due to our success and increased business opportunities, we are looking for a Leave Administration Specialist to provide excellent customer service to employees with regards to all aspects of absence management. This position is a subject matter expert regarding all types of employee leaves of absence, including Short Term Disability, FMLA, Long Term Disability, Unpaid leaves, etc. The ideal candidate will demonstrate a high level of professionalism; possess the ability to work well in a fast-paced environment and the flexibility to easily adapt to changing priorities.
* Process incoming calls, emails and system notifications regarding leaves of absence, while providing prompt accurate service
* Responsible for utilizing the tools provided to maintain compliance with federal, state, local and union specific leave policies
* Coach employees, managers and HR professionals on the appropriate web-based processes, legal requirements and policy regarding leaves
* Provide employees/managers with information and assistance regarding potential leaves
* Produce and track all required documentation
* Assess, adjudicate, and track all FMLA claims and available time
* Coordinate leaves with Short Term Disability Vendor and Workers' Compensation Claims Teams to properly administer concurrent leaves
* Update employee records in the HR/Payroll system as appropriate
* Escalate issues to the proper management resource as appropriate
* Maintain established performance goals and help ensure the organization is meeting performance targets and complying with service level agreements
* Provide critical thinking regarding absence management processes. Identify trends and make recommendations for continuous process improvements to management
* Consult with clients on best practices and policy reviews
* Support new client onboarding process
* Assist with client projects as needed
Associate, Loan Administration - Energy Infrastructure Credit (EIC)
New York jobs
The Associate, Loan Administration role is responsible for supporting all investment activities performed by the group that occur before and after initial underwriting - assisting in portfolio management of existing holdings, reporting and other ad hoc activities.
Key Responsibilities and Duties
Assist in ongoing management of existing portfolio holdings and participate in the closing and funding process of new investments across EIC strategies
Assist in maintaining information for investments and coordinating internal and external reporting requirements
Set up and maintain assets for various funds and co-investor portfolios in IMS (Charles River) and support Nuveen Operations in maintaining Wall Street Office
Liaise with investment team to identify portfolio-related issues and communicate these to the portfolio management team
Support deal teams in preparing and finalizing closing documentation, ensuring accuracy and completeness and compliance with internal procedures
Facilitate initial and delayed draw process across investment team, Nuveen Operations, administrative agent, and investor custodian / administrator
Support the deal teams in execution of portfolio company's amendment/requests
Liaise with administrative agents and other administrative counterparties responsibilities for EIC investments, including the co-investment process
Responsible for liaising with Nuveen Operations to ensure reconciliation with admin agents, custodians, co-investors and other counterparties
Coordinate loan-level reporting for insurance clients such as the TIAA general account
Additional Responsibilities
Educational Requirements
University (Degree) Preferred
Work Experience
3+ Years Required; 5+ Years Preferred
Career Level
7IC
Required Qualifications
Minimum 3+ years of investment management operations experience or bank loan agency/syndication experience.
Preferred Qualifications
5+ years of investment management operations experience or bank loan agency/syndication experience.
Bachelor's degree in finance, accounting, business, or economics.
Ability to collaborate with internal teams and external clients to achieve shared objectives.
Strong verbal and written communication skills.
Thrives in fast-paced environments where meeting deadlines are critical to success.
Meticulous attention to detail while managing multiple priorities, consistently following through on commitments and deliverables.
Demonstrated analytic skills, strong working knowledge of fundamental financial, accounting, business concepts, and a proactive interest in learning and mastering new concepts.
Strong Microsoft Excel skills and experience.
Experience with Bloomberg, performance systems, and other loan research and analysis tools.
Related SkillsAsset/Investment Modeling, Clean Energy Acumen, Collaboration, Detail-Oriented, Due Diligence, Financial Analysis, Infrastructure Investments, Negotiation, Prioritizes Effectively, Problem Solving, Stakeholder Engagement
Anticipated Posting End Date:
2025-12-12Base Pay Range: $117,000/yr - $140,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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Company Overview
Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit ************** to learn more about us.
Our Culture of Impact
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
Auto-ApplyPlatinum Support Specialist
Bellevue, WA jobs
Symetra has an exciting opportunity to join our Retirement Sales team as a Platinum Sales Support Specialist!
About the role
As a Platinum Sales Support Specialist, you will engage heavily with New Business to provide concierge support on high-impact annuity applications. You will learn how to process business and provide exceptional service, while eventually becoming a registered representative of Symetra. Ultimately, you will learn Symetra's products and processes and have a path for advancement within the sales organization.
What you will do
Assist in processing high impact New Business cases.
Follow up on not-in-good-order business and call out to the aligned advisor to help them resolve the issues.
Monitor existing cases and ensure they flow smoothly through the New Business process.
Partner with internal and external wholesalers to drive territory sales through follow up from sales meetings and phone calls.
Assist with product inquiries, product illustrations, updates on pending applications, and fulfilling orders for marketing material and sales literature.
Provide calling campaign assistance--launch new products, identifying new sales opportunities.
Answer the 800# for the Sales Desk assisting with product information, information on rates that are associated with our products, illustration requests and service issues
Why work at Symetra
"If you want to invest in yourself and build a career, this is a great place to work. If you don't want to put in the effort to learn the industry and become a student of the business (it takes real effort!), there are easier places to work."
Cris H. - AVP Internal Sales, Training and Development
"Symetra is inclusive of all employees regardless of their personal differences."
Darrell J. - Actuary III
"Symetra values learning. Symetra has so many resources - whether that is the Student of the Business courses, sponsorship of professional certifications, or just individual employees being so willing to teach and answer questions."
Felicia D. - Financial Reporting Lead Senior Analyst
What we offer you
We don't take a "one-size-fits-all" approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.
Flexible full-time or hybrid telecommuting arrangements
Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
Paid time away including vacation and sick time, flex days and ten paid holidays
Give back to your community and double your impact through our company matching
Want more details? Check out our Symetra Benefits Overview
Compensation
$22.00 - $32.95/hourly plus eligibility for Company Annual Bonus
Who you are
High school diploma required, bachelor's degree or equivalent experience strongly preferred
Annuity application processing experience strongly preferred
Relevant customer service experience preferred, with a desire to progress into a more advanced sales role
Excellent communication and relationship building skills
Strong attention to detail
Please review Symetra's Remote Network Minimum Requirements:
As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees' internet connection:
Minimum Internet Speed:100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband."
Internet Type:Fiber, Cable (e.g., Comcast, Spectrum), or DSL.
Not Permissible:Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up.
When applying to jobs at Symetra you'll be asked totest your internet speedand confirm that your internet connection meets or exceeds Symetra's standard as outlined above.
We empower inclusion
At Symetra, we aspire to be the most inclusive insurance company in the country. We're building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspectives, and removing barriers.
We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our effortshere.
Creating a world where more people have access to financial freedom
Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we're guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they're buying, and we design products-and operate our company-to stand the test of time. We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom.
For more information about our careers visit:************************************
Work Authorization
Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company.
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RequiredPreferredJob Industries
Other