Retirement plan specialist jobs near me - 352 jobs

We are seeking a Remote Benefits Representative to join our team! You will be responsible for expanding the company's book of business by providing various types of insurance policies to new and existing clients via zoom. This position is fully remote! Bilingual: French and Spanish speakers to better serve our diverse client base. A Benefits Representative at Globe Life (AIL division) is responsible for: 1. Educating Clients - Explaining insurance benefits and policies to clients, ensuring they understand their coverage options. 2. Customer Service - Assisting policyholders with claims, policy updates, and any questions about their benefits. 3. Sales & Enrollment - Meeting with potential clients, assessing their needs, and enrolling them in suitable insurance plans. 4. Building Relationships - Developing and maintaining relationships with clients to ensure long-term satisfaction and retention. 5. Lead Management - Working with company-provided leads to set up appointments and present benefit options. 6. Remote Consultations - Conducting virtual meetings to assist clients with their benefit selections. 7. Compliance & Documentation - Ensuring all paperwork and client interactions follow company and industry regulations. Qualifications: Previous experience in insurance, customer service, or other related HR fields is a plus Ability to build rapport with clients Strong negotiation skills Excellent written and verbal communication skills Ability to prioritize and multitask

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Retirement Plan Specialist provides support to Wealth Advisors, plan sponsors, administrators, and participants. The Retirement Plan Specialist reports to the Retirement Plan Manager and is responsible for supporting Wealth Advisors with plan design, preparing meeting materials, and serving as a liaison to plan providers. The Retirement Plan Specialist collaborates with plan providers, including recordkeepers, third-party administrators (TPAs), and custodians, to facilitate plan needs. Essential Job Functions for this role include: Service Plan Execution: Prepare Fiduciary Investment Reviews (FIRs) for meetings and delivery. Prepare Fiduciary Plan (Design) Review for meetings and delivery. Prepare Provider Review for meetings and delivery. Advisor Support: Plan design and proposal preparation. Facilitate and navigate plan changes, including plan design, fund changes, etc. Onboarding new clients - collaborate with sales team to ensure a seamless onboarding process. Transitioning clients - collaborate with advisors to ensure a seamless transition process. Client Support: Answer inquiries regarding the plan from plan administrators/sponsors and participants. Ensure strong client satisfaction and retention from plan administrators/sponsors. Provider Collaboration: Communicate with recordkeepers, Third-Party Administrators (TPAs), and custodians. Knowledge, Skills, and Abilities: Education: Bachelor's degree or equivalent (preferably Business, Economics, Accounting or Finance related) Experience: Minimum 3 years of financial industry related experience Experience with interacting with individuals at all income levels in a professional and confidential manner Certifications: Notary designation a plus Job Skills: Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion Excellent verbal, written, analytical, and organization skills Technical and analytical training and ability to multi-task and manage multiple projects at once Ability to simplify complex issues and communicate them to advisors and clients clearly and concisely. Results-oriented individual with proven ability to thrive in a fast-paced environment High attention to detail and the ability to see things through from concept to implementation Proficiency with RPAG, Salesforce and MS Office Suite Flexible, Reliable, Trustworthy, and Confidential with all matters Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal clients across multiple time zones. All roles classified as non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Pay Range $67,996.60-$79,996 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays with a full week off at Thanksgiving. Generous paid time off program for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email *****************************. Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act (EPPA) Equal Employment Opportunity (EEO) U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization. E-Verify Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare. $70,000.00 - $70,000.00 The Retirement Plans Specialist will be responsible for providing on-site service and education to assigned client base to expand current plan enrollment and participation, increase savings levels, retain current participant base, and enhance the investment knowledge of plan participants. REQUIRES RESIDENCY IN GEORGIA Essential Functions for this role include: Conduct one-on-one consultations on-site at employers, engaging participants and improving their outcomes in the areas of investment education, enrollment, savings rates, outside asset acquisition, and account level retention. Give group education presentations on a wide variety of financial and retirement education topics to a diverse group of constituencies Host Annual Plan Reviews with key decision makers of employer sponsored retirement plans with a focus on plan trends, investment, and participant education outcomes Build and maintain positive working relationships with key plan level decision makers including elected officials, board members, union representatives, and C-suite administrators Proactively schedule, organize and effectively market all daily activities and onsite client visits Exceed all assigned production, activity, and service-related goals Record all daily activity in contact management systems accurately Identify and refer new group or individual business opportunities to the appropriate manager Represent MissionSquare at benefit fairs, conferences, and other special events which promote building retirement security for public sector employees Perform other duties as assigned. If you have the following credentials, we encourage you to apply: 3-5 years related experience in financial services sales strongly preferred. Customer service experience is helpful. Series 65 licensing required. Significant knowledge of retirement and investment products with an emphasis on deferred compensation defined benefit and defined contribution plans. Good understanding of specific plan provisions and legislative regulations Experience with IRAs, 401ks, 403b, 401a, or DB plans Demonstrated ability to effectively market and service a geographically diverse client base Direct sales experience desired with experience in closing the sale preferred. Ability to overcome objections and resistance during sales presentation necessary Strong communication, listening, interpersonal skills, and ability to follow directions necessary. Demonstrated ability to make effective group presentations Ability to work independently as well as in a team environment Demonstrated proficiency in basic computer skills, including Windows, internet, email systems, Word, Excel and Power Point Strong time management and organizational skills Ability to work in a fast-paced, task-oriented environment preferred Spanish bilingual preferred. To benefit your career and support your wellbeing, we offer: Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions Flexible and hybrid work schedules to support work-life balance Tuition reimbursement to support continued education Professional and career development opportunities, including courses and certifications Comprehensive wellness programs promoting physical, mental, and emotional health Volunteerism initiatives to encourage community engagement Click here to learn more about MissionSquare's benefits. Equal Employment Opportunity As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Transamerica is excited to announce that we are expanding and looking for FINRA Licensed Advisors to join our team! Now interviewing for multiple openings for our January 5th and February 2nd classes! How long is your commute? The Retirement Plan Specialist role is fully remote! Are you an experienced Financial Advisor or Retirement Professional who is tired of prospecting and would love to work with ongoing warm leads, build relationships, and assist clients with their financial challenges? Do you wish that instead of a high pressure, commission-only position you could work from home 40 hours per week, receive a bi-weekly base salary PLUS monthly, quarterly, and annual bonuses? Then our team is what you are looking for! You must hold FINRA Series 6, 63, and 65; OR Series 7 and 66 at time of hire. Provides customers with education, guidance and transparency around retirement product solutions (i.e. Account Rollover & Retirement, Annuity, Term Life, Permanent Life). Staff at this level are learning products and handle routine inquiries. Receive instruction, guidance and direction from more senior analysts. Job Description Responsibilities * Learn all products in assigned specialty area, including awareness of competitive offerings and regulations. * Explain and ensure customers understand product options for routine inquiries; make product recommendations. * Identify if there are multi-product needs and connect customers to other product specialists. * Work with relationship managers and fulfillment analysts to initiate product requests. Qualifications * Bachelor's degree in a business field or equivalent professional experience * FINRA Series 6, 63, and 65; or FINRA Series 7 and 66 (required to be approved to do business in all states) * Life license (or obtain within 90 days) * One year of experience in the financial services industry * Basic knowledge of financial products (related to assigned specialty area) * Customer service, interpersonal and listening skills to effectively communicate with customers and earn trust * Problem-solving and decision-making skills to select and recommend product solutions * Written/verbal communication and presentation skills to provide information via phone, email, video, chat, etc. * Proficiency using MS Office Preferred Qualifications * CFP and/or CRPC * Knowledge of CRM (Salesforce.com) and digital financial advice platforms Working Conditions * Remote (Field/Travel) Environment * Schedule may vary to fulfill service levels during hours of operation Compensation Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations. Total Compensation for this role is estimated to be $65,000 - $95,000 per year. The Salary for this position generally ranges between $48,500 - $53,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. This position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. #LI-KB1 Disclaimer: Beware of fake job offers! We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note: * We will never request personal information such as ID or payment for equipment upfront. * Official offers are sent via DocuSign following a verbal offer-not through text or email. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits * Competitive Pay * Bonus for Eligible Employees Benefits Package * Pension Plan * 401k Match * Employee Stock Purchase Plan * Tuition Reimbursement * Disability Insurance * Medical Insurance * Dental Insurance * Vision Insurance * Employee Discounts * Career Training & Development Opportunities Health and Work/Life Balance Benefits * Paid Time Off starting at 160 hours annually for employees in their first year of service. * Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). * Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars * Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. * Adoption Assistance * Employee Assistance Program * Back-Up Care Program * PTO for Volunteer Hours * Employee Matching Gifts Program * Employee Resource Groups * Inclusion and Diversity Programs * Employee Recognition Program * Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023

This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. The wage for this position is $23.55 per hour, equivalent to an annual salary of $49,000 Please apply to only one location only per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications around a position. Are you thrilled by the idea of assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses? For more than 23 years, Guidant Financial has been committed to empowering entrepreneurs and enhancing the growth of small businesses.. So far, we have distributed an impressive $5 billion in funding, supporting the launch of over 30,000 businesses and generating nearly 100,000 jobs that enrich the economy. We aim to inspire and empower you just as we do for the entrepreneurs we assist, allowing you to make a meaningful impact on their success and your own career path. At Guidant, we believe in empowering our employees to make a genuine difference for our clients and their own professional paths. Our commitment to ownership is reflected in our daily work through accountability, innovative problem-solving, and diligent follow-through. We are on an exciting journey towards becoming an ESOP company, further solidifying our dedication to shared accountability and long-term prosperity. Our Values Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way. Connection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself. Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better. Role Summary As a Retirement Plan Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will quickly grow from document review to administering basic plans. You'll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return. What You'll Be Doing: Work with clients to obtain necessary information to prepare the annual reporting Review documents submitted by clients for completeness and accuracy Reconcile plans with only rollovers and plan stock using Excel and administration software Utilize administration software to complete 401(k) testing and reporting Make outgoing reminder calls and send emails to clients during the plan year reporting process Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents Extra Tasks Share knowledge and explain complex topics simply Training on concepts for a Retirement Plan Administrator I Performs other duties as required Requirements Must be 18 years of age Excellent verbal and written communication skills Meticulous attention to detail and proactive approach to problem solving Skills in customer service, organization, and collaboration Adequate math and analytical skills Proficiency in using Microsoft Excel, Word, and Outlook Associate's or bachelor's degree in a related field (business, finance, etc.) or equivalent work experience preferred Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferred Ability to work in an autonomous environment where you can be a self-directed worker Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and been seen. Additional Requirements Must pass a background check Must meet work from home requirements to qualify Complete continuing education based upon current certifications For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work from home (WFH) environment. These requirements consist of: A designated workspace (such as a home office) where you can concentrate and be productive. Reliable high-speed internet to ensure seamless communication and collaboration. Benefits Ownership Matters: We are working toward becoming an ESOP company, reinforcing a culture of shared accountability and long-term success. Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals. Growing Together: Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles! Wellness at its Best: Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect. Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment. An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events. Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support. This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. The wage for this position is $23.55 per hour, equivalent to an annual salary of $49,000 Please apply to only one location only per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications around a position.

Why Join Us? We're on a mission to empower people with disabilities to do what they once did or never thought possible. As the world-leader in assistive communication solutions, we empower our customers to express themselves, connect with the world, and live richer lives. At Tobii Dynavox, you can grow your career within a dynamic, global company that has a clear, impactful purpose - with the flexibility to also do what truly matters to you outside of work. What's more, you'll be part of a work culture where collaboration is the norm and individuality is welcomed. As a member of our team, you'll have the power to grow ideas in an unconventional environment. At the same time, you'll work in a culture of ongoing learning and development, allowing you to constantly expand your area of expertise. What you'll do: The Payroll, Benefits & Expenses Coordinator will play a crucial role in our Global Compensation & Benefits Team, being the combination of our C&B and payroll to support the global C&B agenda. We are making investments to assemble a global team with the right skills and who wants to join our journey. In this role you will be a part of our work to drive and ensure Tobii Dynavox's comprehensive compensation offer with the aim of attracting, motivating, and retaining talent. As a Payroll, Benefits & Expenses Coordinator, you will be working closely with the Payroll & Benefits Manager and C&B Team to maintain the accuracy of our C&B data. You will also be a key player in the employee life cycle, ensuring data is entered swiftly and accurately, payroll data is routinely audited, and benefit enrollments and terminations are managed promptly. Your proactive communication within the C&B team will keep everyone aligned, and your interactions with employees and managers will reflect our commitment to excellence and support. This position is fully remote, we are seeking candidates who are based locally to support collaboration, time zone alignment, and occasional in-person needs. As a Payroll, Benefits & Expenses Coordinator, you will be responsible for: Payroll and Benefits: Enroll new employees in benefit programs to provide a smooth and welcoming onboarding experience. Manage the termination of employee benefits across various platforms, including all plans and COBRA processing. Prepare and reconcile manual entries for leaves of absence with state benefit sites. Ensure benefit elections, such as HSA and FSA contributions, are submitted accurately with each payroll cycle. Expenses and Audit Support: Submit benefit-related expenses to Accounts Payable (A/P) for approval. Provide data and documentation to support audits, ensuring compliance and transparency. Data Accuracy and Compliance: Conduct audits of payroll records during processing and as requested to ensure accuracy and compliance. Reconcile payroll data with quarterly tax filings to maintain financial integrity. Update tax codes in the payroll system and configure new state and local tax authorities as required. Validate and maintain accurate, reliable data across systems. Reconcile all timecard exceptions such as missed punches, late punches, early punches, etc Team collaboration: Actively participate in Compensation and Benefits Team projects, driving innovation and improvements. Perform various other tasks assigned, demonstrating flexibility and commitment. Minimum Qualifications: Bachelor's degree or 1-2 years equivalent work experience in payroll, benefits & expenses or a related field Experience with US-based pension and benefits programs strongly preferred. Knowledge of compliance and regulatory requirements related to compensation and benefits preferred. Knowledge of industry best practices and trends. Hands on experience processing payroll or benefits with Workday or ADP Workforce Now and other related HR information systems Efficiently handle multiple tasks and meet time sensitive deadlines. What you'll bring: Communication and interpersonal skills, with the ability to present data in a clear and concise manner. Proficiency in Microsoft Office (Excel, Word, PowerPoint) and other relevant software. Strong analytical and problem-solving skills Excellent data analysis and interpretation skills. Ability to work independently and part of a team. Organizational skills, with an ability to prioritize important projects. Adherence to data privacy policies and keen attention to detail. Work Environment Requirement: Work hours to be within the scope of team needs to support US Payroll and Benefit time requirements (Eastern or Central time zones supporting an 8 am ET start time). Occasional travel of 10% is required. Apply today! We believe in empowering individuals - including our own employees - to reach their full potential. So, if you want to change lives while growing your own career, we'd love to hear from you. Where we stand: We believe diversity not only enriches our workplace culture, but also gives us a strategic advantage. Working with people from a variety of backgrounds and perspectives helps us all become better communicators, better problem solvers, and better human beings. Our differences make us stronger. Tobii Dynavox values equality of opportunity, human dignity, and racial/ethnic and cultural diversity. Tobii Dynavox does not discriminate against individuals on the basis of race, color, sex, sexual orientation, gender identity, religion, disability, age, veteran status, ancestry, or national or ethnic origin. Equal Opportunity Employer/AA Women/Minorities/Veterans/Disabled

Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! We're on the lookout for dedicated professionals like you to join our esteemed client service leadership team. With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional life seamlessly while advancing your career. Why Choose Us for Your Career Journey?1. Work-Life Balance: Embrace the freedom to work from home and tailor your schedule to fit your lifestyle, ensuring you have time for what matters most to you.2. Supportive Environment: Join a nurturing community that values work-life harmony and provides the support and flexibility you need to thrive in your career.3. Mentorship & Growth: Access mentorship opportunities from experienced leaders who are dedicated to helping you succeed, empowering you to grow and excel in your role. Qualifications:• Dedication to delivering exceptional customer service experiences.• Strong communication and interpersonal skills.• Ability to lead and inspire teams to achieve outstanding results.• Desire to pursue professional growth and development while maintaining a healthy work-life balance. If you're ready to embark on a fulfilling career path that offers flexibility, growth, and support, apply now! Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.Don't miss out on this chance to prioritize both your personal and professional aspirations. Apply today and take the next step towards a rewarding career journey with us! *All interviews will be conducted via Zoom video conferencing We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Working at Legacy Financial Partners is more than a job; it means having the opportunity to make a difference in the lives of our clients and the communities we serve. Our team is made of a diverse group grounded by core values: Service, Leadership, integrity, Community and Excellence. We feel strongly that creating an extraordinary client experience begins with extraordinary office culture. Joining Legacy Financial Partners comes with benefits to support you in your professional and personal journey. We offer our team: Learning + Development: leadership development programs and goal setting create big possibilities for your career and life. Develop within the company; be mentored and grow as a leader Innovation: be involved in creating solutions to workplace challenges regardless of your role and be empowered to have a voice and leadership Teamwork: experience what being a part of the Legacy Financial Partners family feels like. Be inspired, encouraged, and cheered on by your teammates while being supported in your life Competitive Pay Comprehensive Benefits Package : Medical, Dental, Vision, Employer HSA Contribution, PTO, Retirement, Clothing, Annual Meeting (team building retreat) Collaborative Environment and Innovative Culture Education Reimbursement: never quit learning and growing in your career Payroll and Benefits Coordinator Summary The Payroll and Benefits Coordinator is responsible for overseeing employee benefits and compensation programs across multiple states, ensuring compliance with federal and state regulations. This role manages benefit plan administration, compensation strategy, and HR technology to support a diverse workforce. Optional work from home or work out of any of our 27 LFP locations! Key Responsibilities Benefits Administration Manage health, dental, vision, life insurance, and retirement plans for employees across multiple states Coordinate annual open enrollment and communicate benefit changes effectively Serve as liaison with insurance carriers and benefit vendors to resolve employee issues Ensure compliance with ERISA, ACA, COBRA, and state-specific benefit regulations Compensation Management Develop and maintain salary structures and pay grades across multiple states Conduct market analysis and benchmarking to ensure competitive compensation Oversee incentive programs and bonus calculations Assist with 401(k) management, including contributions, elections, loans, and changes Multi-State Compliance Ensure adherence to wage and hour laws, state-specific leave policies, and tax regulations Maintain accurate records for audits and reporting requirements File payroll-related tax reports with state agencies on a quarterly and annual basis HR Technology & Reporting Administer HRIS systems for benefits and payroll integration (currently Paycom) Generate compensation and benefits reports for leadership and compliance audits Employee Support Provide guidance to employees on benefits enrollment, claims, and compensation questions Conduct training sessions on benefits and compensation policies Vendor & Budget Management Negotiate with vendors to optimize benefit offerings and control costs Prepare annual benefits budget and monitor expenses Documentation Management Maintain office insurance policies and entity legal documents Update and manage the employee handbook Other Duties Perform additional projects and responsibilities as assigned Qualifications Skills & Qualifications Bachelor's degree in Human Resources, Business Administration, or a related field Minimum 5 years of HR experience with a strong focus on benefits and compensation Comprehensive knowledge of multi-state employment laws and benefit regulations Solid understanding of accounting principles and financial reporting Experience with bookkeeping and financial record management Proficiency in HRIS systems and benefits administration platforms, specifically Paycom Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP, data analysis) Exceptional attention to detail and accuracy Professional certifications preferred: SHRM-CP Legacy Financial Partners, which has 27 locations in 6 states, offers customized advice, value based planning, and digital tools to help clients feel more confident and secure in their financial future. Our organization is committed to empowering people to accomplish more. Apply today!

Join Cartwheel to help tackle the student mental health crisis. Cartwheel is an early-stage company building a new kind of mental health program for kids that puts schools at the center. We see our role as supporting school staff who see kids every single day. Instead of going around them, we collaborate with them. This means: * Earlier intervention * Higher student and family engagement in care * Better coordination among the trusted adults in a student's life Kids shouldn't just aspire to get out of bed and drag themselves to class. They should be able to experience joy. They deserve to envision and build a life they're excited to live. If you join Cartwheel, you'll help make this vision a reality for millions of students across the country. We're backed by top investors including Menlo Ventures, Reach Capital, General Catalyst, BoxGroup, and Able Partners, and we're looking for mission-driven teammates to join our team. ABOUT THE ROLE You will work directly with the Director of Health Plan Operations to research, prepare, and submit accurate and timely health plan enrollment requests on behalf of Cartwheel. You'll also research and resolve payer or client related questions related to submitted enrollments. Role type: This is a full-time, W2 temp to perm position Location: 100% remote in the U.S. WHAT YOU'LL DO * Research payer enrollment requirements by state and prepare complete enrollment applications for Medicaid, Medicare commercial, and managed care plans (including all required forms, documentation, and supporting materials) * Submit and track group and individual provider enrollment requests from application retrieval through completion notification * Follow up with payers and providers via phone, email, and online portals to gather information, resolve questions, and expedite approvals * Maintain enrollment trackers and organize payer/provider documentation (NPPES, CAQH, DEA, CDS profiles, etc.) accessible to internal stakeholders * Build relationships with payer representatives and contracting departments to streamline submissions and improve approval timelines * Process demographic updates and prepare reports on enrollment status as needed * Follow all company procedures and meet team performance metrics around enrollment application submissions and credentialing turnaround times * Ability to pass a background check without concerns * Other duties as assigned WHO YOU ARE * 3+ years of experience with payer enrollment applications and processes, including Medicaid and commercial payers (outpatient behavioral health group contracting experience is a plus) * Expert with Google Suite tools (Sheets, Docs, Gmail) * Strong preference for experience in Salesforce and/or Verifiable * Exceptionally detail-oriented with strong organizational skills - you ensure complex enrollment packages are complete and accurate * Able to work independently and collaboratively in a fast-paced environment, taking initiative to break down projects and identify process improvements * Strong communicator who builds effective relationships with internal teams and external contacts at all organizational levels WHY YOU'LL LOVE CARTWHEEL Our hope is that Cartwheel will be your best career decision! In addition to tackling one of the biggest challenges of our time, at a company well-positioned to do so, when you convert to perm you'll have: * Mission-oriented and inclusive colleagues who will go to bat for you * Competitive compensation * Generous PPO medical, vision, and dental coverage * Generous paid time off, including company closure from Christmas-New Years (12/25-1/1) * Paid parental leave * 401K with employer match * Meaningful equity ownership stake in Cartwheel * Remote role with regular in-person retreats * $500 annual learning stipend * Macbook Cartwheel is proud to be an equal opportunity employer. We embrace diverse backgrounds and perspectives and an inclusive work environment. We're committed to equal employment opportunity regardless of race, color, religion, ancestry, national origin, gender, sexual orientation, disability status, or veteran status. We participate in E-Verify. Please be prepared to provide acceptable documentation to verify your identity and work authorization. Cartwheel is proud to be an equal opportunity employer. We embrace diverse backgrounds and perspectives and an inclusive work environment. We're committed to equal employment opportunity regardless of race, color, religion, ancestry, national origin, gender, sexual orientation, disability status, or veteran status. We participate in E-Verify. Please be prepared to provide acceptable documentation to verify your identity and work authorization Note: Please do not contact our Care, Provider, or Patient Services lines regarding job postings or application status. These teams support our patients and families and are not involved in the hiring process. For all recruitment-related questions, please email ************************.

(US) . Compensation will be disclosed once qualify in the interview Qualifications Bachelors degree in a related field or equivalent work experience. Minimum of three (3) years of solid Human Resources experience with strong knowledge of benefit and compensation plan administration and ERISA/FLSA/Department of Labor regulations. ERISA, FLSA, Affordable Care Act (ACA), vendor negotiations, and various benefit plan designs. Knowledge of HRIS. Knowledge and experience of providing strong customer service is a must. PHR or SPHR designation desired but not essential. Essential Functions Responsible for the CONNECT system, provides guidance to all branch HR Coordinators and AO staff on the Human Resources and Advanced Benefit modules. This includes report creation and generation (ad hoc), ongoing procedural guide creation/updating, various element testing (both HR and Payroll) and implementation. Primary contact for all health and welfare plan administration/guidance. Subject matter expert regarding the Affordable Care Act (ACA). Responsible for customization and management of file interfaces with vendors and insurance carriers, ensuring accurate plan enrollments, reconciliations, and timely COBRA notifications. Assist Retirees and COBRA participants with various benefit plan inquiries. Serve as primary contact for all staff members regarding Leave requests (FMLA, Disability, Personal, etc.) which includes maintaining, tracking, and managing the Disability/Leave files/records. Assist in the management of the annual Open Enrollment process, which includes creating and distributing communications, and creating, testing, and implementing changes in CONNECT. Assist in the administration of the Salary Administration Plan which includes assisting with grading all Association positions, answering various compensation questions, and assisting in the annual exempt and non-exempt performance appraisal process. In addition, this position will assist in the Performance Plan process (Cornerstone administration). Administration of the Incentive Pay program which includes monitoring eligibility, employee communications and ensuring payments are processed timely and accurately. Responsible for the management of PTO accruals in CONNECT. This includes providing guidance to all staff on employee eligibility and proper calculations. Work on special projects as requested by management and/or various departments.

This position serves as primary support and one-to-one relationship builder to Capella's prospective students, educating prospects about online degree programs, financing, and licensure matters, while helping to clarify key decision-points and solution alternatives which align with the needs of the individual. Associate Enrollment Specialists utilize consultative relationship building skills focused on a supportive and empathetic approach, a mastery of highly complex educational program offerings, and a strong achievement orientation to promote Capella in a passionate yet transparent manner, ensuring we are meeting the needs of our students. This role is responsible for supporting the prospective student through the full lifecycle of the enrollment process. This entails initial relationship development, exploration of needs and personalized solution offerings, navigating the decision-making and application process, and asking for the business when appropriate in addition to effectively preparing the student for long-term success. As the dedicated resource, this process involves multiple interactions, often over an extended period of time. It requires developing an advanced understanding of the lead and application process, of the systems and tools necessary for navigating and managing workflow and pipeline, and of how to help prospects make fully informed decisions on how to achieve their educational objectives. Essential Duties Utilizing organization and forecasting methodology to build and manage a strong pipeline. This entails multiple points of contact per individual student to help identify correct educational solutions. Guiding prospects through Capella's enrollment process: qualifying readiness and fit, investigating and discovering needs, understanding motivations, presenting features and financing options, recommending programs and customized solutions, asking for the business when appropriate and always listening to the needs of the student. Typical day will involve continuous customer interaction throughout the majority of the day on the phone or via chat, social media & email; all customer contact is with “warm” leads-no cold calling. Individual inquiries will be focused on our degree (Bachelor, Master, or PhD) programs. A variety of service standards are measured such as availability, talk time, adherence to contact strategy & protocols, pipeline management, backlog, record keeping, forecasting, etc. Leveraging automation tools and complex software applications to manage student data. Committing to continuous training and development to become experts on a dynamic, evolving product offering. Establishing credibility is essential and Associate Enrollment Specialists are responsible for utilizing extensive product knowledge. Team participation: Specialists are expected to operate as a team, dedicated to meeting customer expectations and reinforcing a high quality, end-to-end student experience. This entails supporting colleagues, taking active part in team discussions and 1:1 call coaching sessions, and providing constructive feedback to management. Improving student engagement by creating personalized pathways for students, by assessing needs and being transparent and clear with all students so they are making fully informed decisions. Job Skills Demonstrated track record of advanced performance and ability to meet objectives. Ability to work in a goal-driven and measured performance environment. Excellent time management, interpersonal, written/verbal communication, and presentation skills. Evidence of organizational accomplishments in a productive and contributive team environment. Highly motivated, self-starter and able to relate positively and professionally with prospective students and University colleagues. Expertise leveraging customer-tracking software applications and tools. High achievement-orientation and drive. High service-orientation. Ability to work 9am-6pm with periodic late coverage from 11am-8pm Work Experience Previous professional sales experience is preferred, preferably in one of the following fields of interest: Higher education admissions Recruiting Financial Services - Mortgage/Real Estate Educational or training-industry sales Referral-based sales roles Fund-raising for non-profit organizations Retail sales of high-end solutions which require in-depth customer interaction. Other high achievement-orientation or high service-orientation experience can also be considered. Must have strong desire to work in a mission-driven culture and work in the best interests of customers/students. Experience with comprehensive customer-decision cycle, which often entails multiple contacts. Experience representing high-value products and services to a diverse customer base. Experience creating and maintaining strong customer relationships. Education Relevant four-year degree preferred but will accept additional work experience or a strong resume and portfolio in place of a degree. Certificates, licenses and registrations Other Must be able to travel occasionally should a business need arise. For most roles travel would not be common. Travel may involve plane, car or metro. In accordance with ADA policies, reasonable accommodations regarding travel limitations can be provided. Travel will be more common for roles such as Account Executives (25 - 50%), senior leaders (10 - 20%) or Capella Core Faculty (5 - 10%). Ability to work onsite in Corporate or Campus location (in a typical office environment) may be required based on role. If so, this would include being mobile within the office, including movement from floor-to-floor using elevators or stairs. If offsite or hybrid role, must have access to work in setting which enables meeting all requirements of the role (including privacy, reliable internet access, phone, ability to video conference, etc.) at a remote location. Faculty and Federal Work Study roles require access to work in setting which enables meeting all requirements of the role (including computer, privacy, reliable internet access, phone, ability to video conference, etc.) at a remote location. This role may require lifting, however reasonable accommodations will be provided in accordance with our ADA policies. Must be able to meet critical thinking and problem-solving aspects aligned to job duties, as well as effectively communicating with co-workers. Must be able to work more than 40 hours per week when business needs warrant. Accommodations related to schedule may be considered. Able to access information using a computer. Other essential functions and marginal job functions are subject to modification. SEI offers a comprehensive package of benefits to employees scheduled 30 hours or more per week. In addition to medical, dental, vision, life and disability plans, SEI employees may take advantage of well-being incentives, parental leave, paid time off, certain paid holidays, tax saving accounts (FSA, HSA), 401(k) retirement benefit, Employee Stock Purchase Plan, tuition assistance as well as entertainment and retail discounts. Non-exempt employees are eligible for overtime pay, if applicable. Careers - Our Benefits, Strategic Education, Inc SEI is an equal opportunity employer committed to fostering an inclusive and collaborative culture where individuals can grow their careers and contribute fully. We strive to attract talent with broad experiences, skills and perspectives. We welcome applications from all. While it is not typical for an individual to be hired at or near the top end of the pay range at SEI, we offer a competitive salary. The actual base pay offered to the successful candidate may vary depending on multiple factors including, but not limited to, job-related knowledge/skills, experience, business needs, geographical location, and internal pay equity. Our Talent Acquisition Team is ready to discuss your interest in joining SEI. The expected salary range for this position is below. $19.50 - $29.75 - Hourly If you require reasonable accommodations to complete our application process, please contact our Human Resources Department at *********************** .

Thriveworks, a clinician-founded and led mental health provider, offers therapy and psychiatry services. We offer in-person and online care, with 340+ offices and 2,200 clinicians across the US. In 2007, our Founder, AJ Centore, PhD, called 40 fellow clinicians and left 40 voicemails, quickly learning that the counseling experience was subpar for both clients and clinicians. A year later, in 2008, he launched Thriveworks and set out to make therapy work better for everyone. Thriveworks offers mental health services to individuals of all ages, from adults to teens to children, helping them with their unique individual and relationship challenges. About the Job Our Center of Excellence is built on a culture of service excellence. We believe that everyone can benefit from working with a skilled therapist, counselor, or life coach, and strive to ensure that people all across the country have that very opportunity. The role of Enrollment Specialist at Thriveworks is a sales and full-time remote position, and is responsible for actively managing a pipeline of prospective clients seeking mental health services. The ideal candidate thrives in a fast-paced, mission-driven environment and demonstrates exceptional communication, attention to detail, and adaptability. We have a lot of people reaching out for support, and it's our job to help them feel heard, explain what Thriveworks offers, and match them with the right service. You'll walk them through the scheduling process and make sure they feel comfortable, informed, and excited about getting started with their first appointment. Responsibilities Manage high-volume inbound and outbound client interactions using platforms such as Salesforce, NICE, and ThriveSupport. Prospecting new leads, handling inbound calls, and conducting outbound outreach to support referral programs and engage prospective clients. Handle 50+ calls daily while maintaining a high standard of organization and follow-through. Meet or exceed key performance indicators (KPIs), including conversion rates, intake targets, booking show rate, quality assurance (QA) standards, and schedule adherence. Ensure clients are a strong fit for services by aligning their needs with appropriate offerings. Address and escalate client concerns to other departments and leadership, and follow up as necessary to ensure satisfactory resolution. Work collaboratively in a fast-paced and ever-changing team environment. Additional duties requested by Supervisor/Manager. Compensation: The base salary starts at $40,000 ($19.23/Hr). In addition to the base salary, Enrollment Specialists have the opportunity to earn $0 - $30,000+ in commission annually, based on performance and achievement of goals. Requirements: Sales/Customer Service and Call Center experience is required; experience in the mental health field is preferred. Bachelor's degree or a minimum of 2 years of inside sales experience within a digital health or similar sales environment (handling both inbound and outbound leads). High proficiency in Google Suite (Docs, Sheets, Gmail, etc.) and CRM platforms, particularly Salesforce. Must have a designated, quiet workspace to maintain client confidentiality and adhere to HIPAA compliance standards. Excellent verbal and written communication skills, with the ability to engage a diverse range of clientele professionally and empathetically. Work hours: Monday-Friday, 8:00 AM to 9:30 PM EST; Saturday & Sunday, 8:00 AM to 6:00 PM EST (subject to change). This is an FT position with benefits, ranging between 32 and 40 hours per week, depending on the business needs. Shift Bid opportunities are available (every 6 months) based on performance. Internal candidates must be currently in good standing in their current role. Benefits: Competitive compensation + commission opportunities 401(k) with employer match Medical, Dental, Vision, Life Insurance Paid time off and holidays Employee Assistance Program (EAP) Professional growth and advancement opportunities This is a remote, sedentary role that requires extended periods of sitting and working on a computer. Frequent typing and use of a standard keyboard and mouse are required. Thriveworks is an Equal Opportunity Employer. Our people are our most valuable assets. We embrace and encourage differences in age, color, disability, ethnicity, gender identity or expression, national origin, physical and mental ability, race, religion, sexual orientation, veteran status, and other characteristics that make our employees unique. We encourage and welcome diverse candidates to apply for any position you are qualified to bring your unique perspective to our team. Interested in joining Team Thriveworks? We're thrilled to meet you! With Job scams becoming more and more frequent, here's how to know you're speaking with a real member of our team: Our recruiters and other team members will only email you from ************************* or an @thriveworks.com email address. Our interviews will take place over Google Meet (not Microsoft Teams or Zoom) We will never ask you to purchase or send us equipment. If you see a scam related to Thriveworks, please report to ***********************. You can contact ************************** with any questions or concerns. Thriveworks is an Equal Opportunity Employer. Our people are our most valuable assets. We embrace and encourage differences in age, color, disability, ethnicity, gender identity or expression, national origin, physical and mental ability, race, religion, sexual orientation, veteran status, and other characteristics that make our employees unique. We encourage and welcome diverse candidates to apply for any position you are qualified for to bring your unique perspective to our team. By clicking Apply, you acknowledge that Thriveworks may contact you regarding your application.

Patient Enrollment Specialist Tennessee (Remote) Hours: Flexible - part-time and full-time availability PharmD Live is a pharmacist-led, technology-enabled healthcare organization delivering Chronic Care Management (CCM), Remote Patient Monitoring (RPM), and other value-based clinical programs. We partner with providers, payers, and patients to improve outcomes, enhance medication safety, and support whole-person care through compliant, patient-centered virtual services. Role Summary: The Patient Enrollment Specialist plays a critical role in connecting eligible patients to PharmD Live's clinical programs. This is a high-impact, remote role focused on patient education, enrollment, and care coordination. The ideal candidate is confident, empathetic, results-driven, and comfortable operating in a fast-paced, metrics-oriented environment with high outbound call volume. This role requires the ability to clearly articulate program value, address patient concerns, and successfully complete enrollment, often within a single interaction while maintaining professionalism, compliance, and patient trust. Key Responsibilities Patient Engagement & Enrollment Conduct outbound and inbound calls to educate patients on CCM, RPM, and related clinical programs Clearly explain program benefits, eligibility, consent, and expectations Successfully enroll patients during live interactions while addressing objections and questions Scheduling & Care Coordination Schedule patient appointments with clinical pharmacists and care teams Ensure smooth handoffs between enrollment and clinical operations Communication & Follow-Up Respond promptly to patient inquiries via phone, voicemail, and email Communicate with provider offices and insurance representatives as needed to support enrollment Documentation & Compliance Accurately document all patient interactions in accordance with CMS, HIPAA, and internal quality standards Ensure consent, eligibility, and enrollment data are complete and audit-ready Collaboration & Performance Partner cross-functionally with clinical, operations, and quality teams Meet or exceed enrollment, call volume, and quality benchmarks Participate in training, coaching, and continuous improvement initiatives Required Qualifications Minimum of 3 years of customer service experience in a healthcare or patient-facing environment (required) At least 2 years of medical billing experience, with working knowledge of healthcare workflows (required) 3 or more years of experience in a physician office or medical clinic setting (required) 3+ years of medical clinic experience with demonstrated performance and reliability (required) Prior sales or enrollment experience in healthcare or related industries (preferred) High school diploma or equivalent (required); college coursework in healthcare, business, or a related field is a plus Core Competencies Strong interpersonal and communication skills with the ability to quickly establish trust with patients and clinical staff Excellent organizational skills with a high level of accuracy and attention to detail Proven ability to perform in a fast-paced, metrics-driven, and goal-oriented environment Self-motivated with the ability to manage priorities independently

In the U.S., 60% of adults - more than 133 million people - live with at least one chronic condition. These patients need frequent, proactive support to stay healthy, yet our care system isn't built for that level of attention. With rising clinician shortages, strained infrastructure, and reactive care models, patients too often end up in the ER or the hospital when those outcomes could have been prevented. At Cadence, we're building a better system. Our mission is to deliver proactive care to one million seniors by 2030. Our technology and clinical care team extend the reach of primary care providers and support patients every day at home. In partnership with leading health systems, Cadence consistently monitors tens of thousands of patients to improve outcomes, reduce costs, and help patients live longer, healthier lives. The Cadence Health team seeks a remote Patient Enrollment Specialist to act as an Outbound Call Agent, to call and enroll patients who are referred to Cadence by our partner physicians. You will be the patient's first point of contact and experience with Cadence and will interact with patients via phone call and text. This role will be Monday - Friday, 9am to 6pm on Mountain, Pacific, Alaska, or Hawaii-Aleutian time zone. WHAT YOU'LL DO: Clearly communicate program details, benefits, expected outcomes, patient responsibilities, and the value proposition to patients. Facilitate virtual patient enrollments and schedule follow-up appointments with the Cadence Care team. Build strong rapport and trust with potential patients, nurturing lasting relationships based on mutual respect and understanding. Follow established scripts to meet quality assurance standards, while adapting your communication to connect authentically with patients. Maintain a balance between delivering high-quality patient interactions and achieving productivity targets. WHAT YOU'LL NEED: Experience working in a healthcare services organization with accountability for performance metrics. Prior experience conducting a high volume of outbound calls. Strong communication and problem-solving skills, with the ability to address concerns and guide patients toward informed decisions. Prior experience working in a fast-paced work environment. Ability to maintain the highest degree of patient confidentiality. Comfort using CRM platforms. Excellent verbal and written communication skills. Passion for providing an outstanding patient experience. Skilled in building strong patient relationships and overcoming objections in a phone-based environment. Ability to thrive in a results-driven, autonomous environment built on trust, open communication, and constructive feedback. WHO WE ARE: Cadence Health was built around a simple promise: patients always come first. Our technology-enabled remote care model pairs continuous health insights with a highly skilled clinical Care Team, empowering seniors to stay healthier, avoid complications, and live more independent, fulfilling lives, all without the limits of a traditional office visit. Your expertise is the heart of our system. Nurse practitioners, registered nurses, medical assistants, patient-success coordinators, and other frontline clinicians are the face and beating heart of Cadence. You'll bring warmth, clinical precision, and the empathy that turns a virtual touchpoint into a human connection. Every chat, phone call, and care plan you deliver shapes how patients experience “what healthcare should be.” A modern toolkit to practice top-of-license care We've replaced reactive visits with real-time data, intelligent workflows, and seamless collaboration tools. That means you can spend less time on busywork and more time practicing at the top of your license, coaching patients, spotting risks early, and coordinating with physicians to keep care proactive and personal. Thriving in a fast-moving, mission-driven culture. Change excites us. Innovation fuels us. If you're energized by technology, eager to re-imagine care delivery, and motivated to improve outcomes for both patients and the providers who serve them, you'll feel at home here. We invest in continuous learning, clinical mentorship, and transparent growth paths so you can advance your skills while making a measurable impact every day. Join us in redefining healthy aging. If you're passionate about compassionate care and ready to transform how seniors across the country manage chronic conditions, recover after hospitalization, and age with confidence, let's talk. Together, we'll build a future where exceptional care is consistent, connected, and just a call away. WHAT YOU'LL GET: Cadence recognizes the unique needs of its diverse, distributed workforce and seeks to provide an inclusive work environment for its world-class clinicians and technologists. Company culture all about impact, shared growth mindset, empowerment, and integrity An opportunity to help improve the quality of life of millions of Americans Unique chance to support the development of an amazing product; Cadence's in-house clinicians are our super users and beta testers Competitive salaries and quarterly incentives Medical, dental, and vision insurance TelaDoc (virtual primary care) Competitive PTO 401K and 401K match National and local discounts powered by TriNet Onboarding stipend for remote equipment and home office setup Paid Parental Leave Charitable Donation Match program Expected compensation range: up to $20-$23 per hour plus incentive ($60,000-$70,000 OTE) Location: Remote We are committed to equal opportunity and fairness regardless of race, color, religion, sex, gender identity, sexual orientation, nation of origin, ancestry, age, physical or mental disability, country of citizenship, medical condition, marital or domestic partner status, family status, family care status, military or veteran status or any other basis protected by local, state or federal laws. Candidates must be willing to comply with all pre-employment drug screening requirements and, where applicable, comply with additional drug screening requirements as a condition of continued employment in accordance with company policy and applicable law. *A notice to Cadence applicants: Our Talent team only directs candidates to apply through our official careers page at ********************************** Cadence will never refer you to external websites, ask for payment or personal information, or conduct interviews via messaging apps. We receive all applications through our website and anyone suggesting otherwise is not with Cadence.

About Carda Carda Health is building the world's first patient-centered virtual heart clinic. We started with cardiac rehab because only 10% of qualifying Americans attend, resulting in complications for patients and at least $190B in costs to the US health system. Our leading heart rehab clinic allows patients to complete engaging, compassionate, and life-saving care from home. We now work with some of America's largest and top-ranked hospitals and most innovative insurers. We are fortunate to be backed by some of the best investors in the business who have also backed the likes of Livongo, Mammoth Biosciences, and Ro to name a few. Carda is a team of clinicians, mathematicians, repeat entrepreneurs, and engineers. And one recovering financier. Our united belief is that technology and data, when applied ethically and compassionately, can transform individuals' lives and fundamentally change even the most entrenched industries. Carda was founded by Harry and Andrew, two friends from Wharton who share a family history of heart disease and personal experience with cardiac rehab. Who are you? You are motivated by the prospect of working at a fast-growing start-up. You are excited about the details but able to connect them back to bigger company goals. You are passionate about enabling others to do their jobs better and more efficiently - in this case expanding access to life-changing therapies. If you exhibit one characteristic above all others it is that of ownership. It personally bothers you when processes don't work and you do everything in your power to prevent this from happening. You are a great collaborator and communicator who has experience both managing teams and working across teams to implement key initiatives. You are able to complete tasks and implement processes in ⅓ of the time of a peer. What will you do? As our Growth Enrollment Specialist, you will own and improve processes to drive growth across our top of funnel marketing function, and serve as our inside sales representative for those interested in joining our program. You will be a crucial member of our small team working collaboratively with members of our leadership team to make Carda Health's growth a model for other companies. We are looking for someone who is passionate about sales and excited to jump in and make an impact. This role will work cross-functionally with our clinical, marketing, and engineering teams to ensure patients have a delightful experience with us and thereby helping Carda transform patient lives! In a little more detail: Driving growth including: Serve as the first point of contact for patients who come to us by way of referral or website. Handle questioning and feedback from all consumers who are interested in enrolling Convert patients by enrolling them in our program Navigate financial and subscription plan conversations with patients Ensuring a smooth scalable patient enrollment process Insurance enrollment and credentialing Handling inbound non-clinical support and enrollment inquiries Work with Carda's clinical staff and staff at referring physician offices to improve operational processes Leverage technology & internal teams to answer patient questions accurately and resolve challenges thoroughly Work closely with our product and marketing team to define clinical workflow priorities and determine the most high impact product changes Execute on other strategically important projects, such as care package fulfillment and marketing funnel enhancements to ensure we delight our patients and customers What we look for: 2+ years of experience in a inside sales B2C role with a track record of owning and scaling company processes Strong attention to detail Ability to work in a fast paced environment with little direction Highly collaborative and excellent written and oral communication skills. It is imperative you are able to clearly and effectively interact with members of our team in a remote environment Inherent growth mindset: you are always focused on improving faster and getting the team to do the same Ability to track and report on a key metric or several key metrics that define your success Nice to haves: Health-tech experience Medical office administration experience Experience and desire to work remotely (our whole team is remote) Prior experience using technology tools including GSuite, ZenDesk, Slack

Esrun Health is seeking talented and motivated individuals to join our Professional Services team as Enrollment Specialists, working with our clients to help ensure their eligible patients have the opportunity to understand and enroll in the Chronic Care Management program offered by Medicare. You will have the opportunity to work in a fast-paced environment with a team of like-minded individuals. This is a Part-Time 100% remote position requiring no travel. This is a 1099 Contractor position. This is NOT an hourly position. Enrollment Specialist Rates (updated 9.18.25) - Base/Comm Structure Part-time Enrollment Specialist - expected 20-30hrs/wk to meet expectations Required Quota for base pay + commission rates - 300 calls per pay period as a minimum . Base Pay = $280 when quota is reached AND a minimum of 10 enrollments is documented within the pay period. If quota is not reached, contractor will receive $10 per enrollment ONLY. *Compensation tier structure for enrollments within each 2 weeks' pay period* 15-19 $11 20-29 $12 30-39 $13 40 and up $14 (TWO Pay Periods per month = 1st -15th and 16th through end of each month) Qualifications and Skills High School Diploma or Equivalent Strong Customer Service Skills Sales Acumen preferred but not required. Healthcare knowledge preferred but not required. Excellent attention to detail and ability to maintain accuracy. Exceptional organizational, communication, and interpersonal skills. Ability to work independently and as part of a team in a fast-paced environment. What Your Responsibilities Entail Properly interview and enroll patients in the CCM program. Manage a queue of eligible patients to be enrolled. Expedite enrollments as efficiently as possible. Work on assigned patient lists and complete them within the timeline provided. Ensure that all enrollment documents are completed accurately and in the patient chart. Keep detailed and accurate call logs of all transactions and the status of each call. Explain the Chronic Care Management program in an informational, influential, concise, and personable manner. Articulate a warm and professional etiquette when speaking on the phone to patients. Ability to be creative in delivering education to patients, while tailoring to showcase the benefits of the program. Natural ability to express empathy with a patient-focused mindset and engagement. Attend regularly scheduled meetings (i.e., morning huddles, weekly updates, etc.). These “mandatory” meetings will be important to define the current scope of work. Proven ability be able to work within a team dynamic and be a leader. Possess a high-quality of data entry skills with the ability to multi-task. Comfortable with working within different software platforms (Microsoft Office: Outlook, Excel, Word, Skype, Microsoft TEAMS) HIPAA compliant use of computer access (need to know only) to facilitate patient care. Will be able to consistently deliver high call volume, spending more than 80% of your time on the phone. Meet production goals based on part-time hours (reasonable expectation of a minimum of 20hrs/week to meet quotas). Proven adaptability in a high-volume sales space, ability to meet deadlines, and metrics

We are seeking motivated, service-oriented individuals who enjoy communicating with people and providing clear, helpful guidance. This role blends customer support and client interaction, ideal for individuals who are dependable, organized, and comfortable working in a structured, professional environment. Multiple openings are available for individuals looking to grow within a people-focused organization. About the Organization Our organization has a long-standing history of serving working professionals and member-based groups across North America. We support millions of individuals through partnerships with large associations and organizations, providing long-term protection solutions designed to remain in place throughout different life stages. The company is recognized for stability, ethical practices, and a strong commitment to both clients and team members, earning consistent recognition as a top workplace. Key Responsibilities Handle inbound and outbound calls with individuals who have requested information Schedule and conduct virtual or phone-based appointments Present information clearly and professionally using provided materials Assist individuals with completing required digital forms and documentation Maintain accurate records and ensure quality standards are met Utilize basic computer systems and follow established workflows Participate in ongoing training and professional development opportunities What We Provide Structured onboarding and hands-on training One-on-one mentorship and team support Flexible scheduling options Remote work-from-home capability Clear pathways for long-term career development A collaborative, professional team environment Recognition programs and company-sponsored events Minimum Qualifications Strong verbal and written communication skills Good time management and organizational ability High school diploma or equivalent (post-secondary education an asset but not required) Customer service, retail, or client-facing experience is helpful but not mandatory Interview Process To support accessibility and community wellness, all interviews are conducted via secure video conferencing.

CareHarmony is a venture-backed start-up; formed to help physicians thrive in the new era of value-based care by combining the latest advancements in population health technology with 24/7 care coordination services. We are on a mission to heal healthcare and set the benchmark for managing chronically ill patients. An Enrollment Specialist is a member of the Patient Engagement Specialist (PES) team, telephonically educating and enrolling patients in a Medicare-sponsored care coordination program designed to help the patient better manage their chronic illnesses (diabetes, high blood pressure, COPD, etc.). What's in it for you? Fully remote position - Work from the comfort of your own home in cozy clothes without a commute. Score! Consistent schedule - Full-Time Monday - Friday Career growth - Many of our team members move up in the company at a faster-than-average rate. We love to see our people succeed! Control your earning potential - This role is paid hourly plus eligibility for incentive compensation, meaning that you control your own destiny with your hard work Position Details/ Responsibilities: You will work from an assigned patient pool, making outbound calls and educating patients on the advantages of our care program in an effort to persuade them to agree to join our program. You will be responsible for establishing rapport with potential patients and tailoring your messaging to patients based upon their demographics, unique health concerns, and insurance. Requirements Strong people skills are required Proven adaptability in a high-volume sales space, ability to meet deadlines, and metrics Will be able to consistently deliver high call volume, spending in excess of 80% of your time on the phone. Excellent communicator with the ability to explain the program offered in an informational, influential, concise, and personable manner Proven ability be able to work within a team dynamic and be a leader Articulate a warm and professional etiquette when speaking on the phone to patients Possess high-quality data entry skills with the ability to multi-task Natural ability to express empathy with a patient-focused mindset and engagement Ability to be creative in delivering education to patients while tailoring to showcase benefits of the CCM program Comfortable with working within different software platforms (Microsoft Office: Outlook, Excel, Word, Skype) Availability during business hours (8 am - 5:30 pm - CST.) Associate degree or higher US-Based Physical Requirements This position is sedentary and will require sitting for long periods of time This position will require the ability to speak clearly and listen attentively, often by telephone, for an extended period of time The position will require the ability to understand, process, and take thorough notes in real-time on telephone conversations Benefits Health Benefits (core medical, dental, vision) 401k with match Paid Holidays Paid Time Off (PTO) Sick Time Off (STO) Full Time, 100% Remote Advancement Opportunities

Industry: Client Services | Financial Protection | Insurance Compensation: $90,000-$120,000/year Extras: Weekly Pay | Equity Opportunity | Bonus Program | Vested Renewals Join a mission-driven company helping families protect what matters most. AO Globe Life is hiring Remote Benefits Consultants who want to build careers rooted in service, integrity, and flexibility. No cold calls or prospecting-just real conversations with clients who've asked to speak with us. Primary Duties: Conduct Zoom-based consultations with families Recommend life, accident, and supplemental benefit plans Maintain compliance and documentation standards Engage in weekly development sessions and team calls Ideal Candidate: Professional communicator with video meeting confidence Growth-oriented and adaptable Strong attention to detail Authorized to work in the U.S. Company Benefits: Fully remote setup Weekly pay structure Training and licensing support Long-term career growth with vested renewals