Account Specialist jobs at Sentry - 561 jobs

Responsible for non‐complex electronic and paper claim submissions to insurance payers. Coordinates required information for filing secondary and tertiary claims reviews and analyzes claims for accuracy, i.e. diagnosis and procedure codes are compatible and accurate. Makes charge corrections or follows up with appropriate parties as needed to ensure billing invoice is correct. Follows up with payers on unresponded claims. Works denied claims by following correct coding and payer guidelines resulting in appeal or charge correction. Teams with Insurance Billing Specialist II and Denial Resolution staff to work projects, request guidance on more complex billing issues and cross training for other payers and tasks. Responds to a variety of questions from insurance companies, government agencies and all Guthrie Medical Group offices. Partners with CRC and other Guthrie departments to field billing inquiries. Answers all correspondence from insurance carriers including requests for supportive documentation. Education, License & Cert: High school diploma required; CPC, CCA, RHIA, RHIT certification in medical billing and coding or Associates degree preferred. Experience: Strong organizational and customer service skills a must. Experience with office software such as Word and Excel required. Previous experience performing in a high volume and fast paced environment. Essential Functions: 1. Works pre‐AR edits, paper claims, reports and work queues as assigned to ensure accurate and timely claim submission to individual payers. Reports possible payer or submission issues. 2. Works closely with a Denial Resolution Specialist or Billing Specialist II mentor to cross train on various payers and tasks to expand insurance billing knowledge and skills. 3. Follows up on rejected and/or non‐responded claims as assigned. Utilizes internal rejection protocols, coding knowledge, reimbursement policies, payer guidelines and other sources in order to research rejections to secure appropriate payment. 4. Provides back up to Central Charge Entry and Cash Applications. Manually enters charges, posts and distributes insurance and patient payments. 5. Promptly reports payer, system or billing issues. 6. Utilizes Epic system functions accurately to perform assigned tasks. Ex: charge corrections, invoice inquiry, billing edits, insurance eligibility. 7. Exports and prepares spreadsheets, manipulating data fields for project work. 8. Identifies and provides appropriate follow up for claims that require correction or appeal. 9. Provides timely resolution of credit balance as identified and/or assigned. 10. Requests adjustments on invoices that have been thoroughly researched and/or were unable to reach payment resolution. Documents support on request forms and performs adjustments within policy guidelines. Other Duties: 1. Provides feedback related to workflow processes in order to promote efficiency. 2. Answers phone calls and correspondence providing request information. Documents action taken and provides appropriate follow up. 3. Acquires and maintains knowledge of and performs within the compliance of the Guthrie Clinic's Corporate Revenue Cycle policies and insurance payer regulations and guidelines. 4. Demonstrates excellent customer service skills for both internal and external customers. 5. Maintains strict confidentiality related to patient health information in accordance with HIPAA regulations. 6. Assists with and completes projects and other duties as assigned.

About Us Since 1969, The Yurconic Agency has been focused on protecting what matters most to their Greater Lehigh Valley community, with a wide array of personal, business, life & health, and specialty insurance, including vehicle registration and driver's license services. Headquartered in Allentown, PA, The Yurconic Agency has been one of the leading insurance providers for residents and businesses across Pennsylvania, New Jersey, New York, and Florida for over 50 years. The Yurconic Agency is first and foremost a family business. Our founders believed that they could improve the insurance industry and do better. Our employees continue this tradition by caring about the customer's needs and doing the right thing. The Yurconic Agency does our work the right way, always, to ensure a smooth experience for you. Personal Lines Account Specialist The primary function of this role is to drive new business growth through high-volume sales of personal lines insurance products. This role focuses on engaging prospective clients through inbound calls, walk-ins, and appointments, while delivering knowledgeable and consultative service that meets clients' insurance needs. The successful candidate combines strong sales acumen with technical expertise, ensuring policy recommendations are accurate, compliant, and aligned with agency standards. The Account Specialist plays a key role in supporting agency growth objectives and strengthening client relationships. Key Responsibilities: Sales and Customer Acquisition Responsible for high-volume personal lines insurance sales to new customers Answer incoming sales calls and assist walk-in clients, with or without scheduled appointments Present and explain insurance coverages to prospective clients, aligning options with their needs and budget Analyze insureds' current policies and counsel on coverage improvements Quoting and Application Processing Gather necessary information to generate accurate quotations for customer application submissions Ensure all client documentation is collected, verified, and submitted in accordance with underwriting guidelines Client and Carrier Communication Interface with carrier representatives and customers to facilitate effective communication Ensure all necessary information is shared with all parties in a timely and complete manner Follow up with clients and carriers to ensure timely binding, issuance, and policy delivery Administrative Support and Compliance Maintain detailed records of client interactions and sales activity in the agency management system Adhere to internal procedures and state insurance laws and regulations Assist with other departmental duties as assigned by the Personal Lines Department Manager Qualifications: High School Diploma required Valid Pennsylvania Property & Casualty License (Resident or Non-Resident) required Minimum of 3 years of personal lines insurance sales and/or account management experience Thorough understanding of brokerage operations procedures and applicable insurance laws/codes Familiarity with agency management systems, preferably AMS360 and ImageRight Proficiency in Microsoft Office Suite, carrier portals, document management tools, and phone systems Strong sales orientation and ability to work independently in a target-driven environment Thorough understanding of brokerage operations and applicable insurance laws and codes Outgoing personality with strong interpersonal and networking abilities Excellent communication skills, both verbal and written Occasionally lift and/or move up to 25 pounds Minimal travel may be required Hours: Monday-Friday, 9:00am-5:00pm EST (3 days), 9:00am-6:00pm EST (2 days), and one rotating Saturday per month, 9:00am-1:00pm EST Office Location: 1036 Washington Blvd., Williamsport, PA 17701 (WR Sims Agency) Benefits: Competitive Compensation plus quarterly commissions Health Insurance Plans (PPO, HSA, Copay Options) Dental Insurance Vision Insurance Company Paid Disability Insurance Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance 401(k) with Safe Harbor Match Paid Time Off Paid Holidays No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.

Insurance Analytics Specialist (Actuary)- Technology Ris... San Francisco, California, United States of America Insurance Analytics Specialist (Actuary)- Technology Ris... San Francisco, California, United States of America At Lockton, we're passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We're active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here. About the Position Lockton is a global professional services firm with 6,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. To see the latest insights from Lockton's experts, check Lockton Market Update . A few of the reasons Associates love working at Lockton include: Opportunities for growth and advancement, including paid training and professional development 12-week paid parental leave A huge emphasis on community involvement Frequent athletic and wellness events Incredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary! We seek an experienced Insurance Analytics Specialist/Actuary to join our team. In this role, you will be part of an engaging and dynamic brokering team building insurance products that uses creative analytics solutions to advocate for our clients. You will also serve as the daily liaison between our account team and our internal analytics partners, ensuring data completeness and quality, as well as managing workflow and work quality. The ideal candidate will have a strong foundation in insurance analytics, a solid understanding of fundamental insurance concepts, and the ability to transform complex data into actionable insights. Key Responsibilities Advanced Analytics for Bespoke Analysis • Perform sophisticated analytical research on specialized insurance topics, including innovative initiatives in autonomy and actuarial research • Design and implement analytical models to evaluate risk factors, pricing implications, and coverage considerations for specialized insurance scenarios • Translate complex insurance data into meaningful insights that drive strategic decision-making • Develop data visualization tools to communicate analytical findings to stakeholders at various levels effectively • Research industry trends and emerging risks to provide proactive recommendations on underwriting approaches • Support internal analytics initiatives by applying statistical techniques to uncover patterns and relationships within insurance data Data Review and Workload Management with our internal Analytics partners • Serve as the primary liaison between our team and internal analytics partners, anticipating their data requirements and questions • Conduct comprehensive data validation checks to ensure completeness and accuracy • Identify and resolve data discrepancies or missing elements independently • Develop and implement standardized data preparation procedures to ensure efficient workload management, streamline the review process, and minimize delays Qualifications Required Qualifications • Bachelor's degree in Analytics, Statistics, Actuarial Science, Finance, Economics, Insurance, or related field • At least 4-6 years of experience in insurance analytics, data analysis, or a related role within the insurance industry • Demonstrated understanding of fundamental insurance concepts, including supply/demand dynamics, loss components, and their interrelationships • Proficiency in data analysis tools such as Excel, SQL, and Python • Experience with data quality assurance processes and validation methodologies • Strong analytical skills with the ability to interpret complex datasets and identify meaningful patterns Preferred Qualifications • Insurance industry certifications such as ACAS, CPCU, or ARM • Experience working with claims data, policy information, and underwriting systems • Background in predictive modeling or machine learning applications in insurance • Knowledge of the forefront of technology innovations and related insurance implications • Experience with data visualization tools like Tableau or Power BI Skills and Competencies • Exceptional attention to detail and commitment to data accuracy and integrity • Strong critical thinking and problem-solving abilities to address complex analytical challenges • Collaborate effectively across internal teams and external partners by understanding diverse stakeholder priorities and delivering solutions that align technical requirements with organizational objectives • Excellent communication skills to adapt communication approaches and translate technical findings into business insights • Self-motivation and the ability to work independently while managing multiple priorities • Collaborative mindset with the ability to work effectively with cross-functional teams • Advanced knowledge of insurance industry terminology, products, and regulatory considerations Working Conditions This full-time position primarily operates in an office environment. The role may require occasional travel to meet with partners or attend industry events. Some flexibility in work scheduling may be necessary to meet project deadlines. Equal Opportunity Statement Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity. At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learnsfrom, celebrates and thrives because of ourbreadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success. About Lockton Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 12,500+ Associates doing business in over 140 countries are empowered to do what's right every day. At Lockton, we believe in the power of all people. You belong at Lockton. How We Will Support You At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it. We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees. Manage Consent Preferences Always Active #J-18808-Ljbffr

Join a dynamic financial operations team supporting legal professionals and their clients. This role centers on managing client financial interactions, with a focus on invoicing, digital billing platforms, and payment tracking. Key Responsibilities Prepare and submit client invoices, including digital formats, ensuring precision and timeliness Oversee billing workflows, monitor deadlines, and provide status updates on outstanding accounts Review and interpret custom billing agreements with a critical eye for detail Serve as a point of contact for internal stakeholders, resolving process-related issues and supporting system enhancements Collaborate directly with designated legal professionals to manage account lifecycles-from initial setup through payment coordination and account reconciliation Candidate Profile At least 2 years of experience in billing within a legal or consulting environment Familiarity with enterprise financial platforms (e.g., Elite 3E, Aderant, eBillingHub) Exposure to international billing practices and currency variations is advantageous Strong analytical skills for interpreting financial data and billing trends Exceptional accuracy and ability to follow complex instructions Professional communication skills across all organizational levels The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle and an opportunity to advance your career within a leadership role. As an Insurance Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Own your career by utilizing company sponsored leadership development programs to increase your potential for advancement to our mid or upper-level management roles Build manage, and lead teams of Insurance Professionals What makes a great Insurance Professional? Strong relationship building and communication skills Self-motivation to network and prospect for new clients, while demonstrating strong time management skills A competitive and entrepreneurial spirit to achieve success both for yourself and others The ability to present complicated concepts effectively What we offer: Highly competitive commission structure designed to grow with you Passive income opportunities and bonus programs Fully paid study programs for insurance licensing, SIE, Series 6, Series 63, CFP Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year Flexible in-office schedules once you complete your agent training Progressive advancement opportunities Retirement savings program and more Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************

The Opportunity As a Property & Casualty Client Specialist at M3, you'll be instrumental in bolstering our sales and client management endeavors. Your role is pivotal, focusing on policy accuracy and nurturing robust client relations through timely service and adept communication. Dive into a dynamic environment where your attention to detail and proactive approach will shine. Key responsibilities encompass policy management, client responsiveness, and project collaboration. If you're a detail-oriented communicator who thrives in fast-paced settings, join us and be at the forefront of shaping exceptional client experiences! How You Will Make an Impact * Provide support to our Property and Casualty service and sales teams. * Ensure clients' needs are promptly and accurately addressed, fostering trust and satisfaction. * Efficiently handle policy tasks such as certificates, audits, and reviews, adhering to our high service standards. * Navigate our agency management system, Epic, with finesse to process policy changes seamlessly. * Offer project assistance to our Client Managers as required, contributing to team synergy and success. What You Will Need to Succeed * High school diploma or equivalent is required. * Property and Casualty insurance license preferred or willing to obtain upon hire. * Minimum of one year administrative/clerical experience and/or training is required. * Demonstrated proficiency in professional verbal and written communication. * Knowledgeable about insurance products, markets, sales processes, and workflow procedures. * Team player mentality, delegating effectively and fostering trust among colleagues. * Demonstrated proficiency in Microsoft Windows-based software applications, including Word, Excel, and PowerPoint required. Join Us Your role at M3 won't be about the boundaries presented in a job description - it's about the possibilities that you can envision once you walk through the doors on your first day. We're looking for people ready to take control of their career and excited to make a real impact with their position. Who We Are As an insurance broker, M3 helps you manage risk, purchase insurance, and provide benefits to your employees. We partner with clients on everything from property & casualty and employee benefits to personal lines, executive benefits, and employer-sponsored retirement plans. And, we're privately owned and independent which means we're doing what's best for our clients - not what's best for Wall Street or private equity. What Draws People to M3 Autonomy- Being able to work towards a common goal, but how you get there is an open book. Immediate Impact- Every M3er can make an impact, from day one in any role. Powered by Team- Be a part of a close-knit group of team members with whom you build trust and share responsibility. People- Every M3er is unique in their own way, M3 is a collection of unique achievers. At M3 Insurance experience the best of both worlds with our dynamic flexible work environment. Enjoy the flexibility to work remotely while still fostering collaboration and innovation in our office spaces. We prioritize work-life balance and empower our employees to thrive in a supportive and inclusive atmosphere. Benefits as an M3er Joining the M3 team means gaining access to a host of exceptional benefits and perks. Our benefits package is continuously evolving to cater to the needs of our team members. From flexible time-off and paid parental leave to employee appreciation events and volunteering opportunities, we prioritize the well-being and satisfaction of our employees. Additionally, our profit-sharing program ensures that every member of our team shares in the success of our organization. These enticing benefits showcase our commitment to nurturing and retaining top talent within our organization. Diversity, Equity & Inclusion M3 is building a culture focused on learning and progression, where M3ers are empowered by education, inclusive conversations, and real action that supports the future we envision. Equal Employment Opportunity M3 is committed to providing equal employment opportunity for all qualified individuals regardless of their age, sex, color, race, creed, national origin or ancestry, religion, marital status, military status, sexual orientation, disability/handicap, family responsibilities, non-relevant arrest or conviction records, or any other basis protected by law. In addition, we are committed to fully observing all relevant non-discrimination laws, including those regarding veterans' status, and will make reasonable accommodations for otherwise qualified individuals as appropriate. This commitment is reflected in all M3's practices and policies regarding hiring, training, promotions, transfers, rates of pay, and layoff, as well as in all forms of compensation, granting leaves of absence and in any other conditions of employment. All matters relating to employment are based upon ability to perform the job. In the best interests of M3 and all of its employees, every employee is to make every effort to avoid bias or prejudice in the workplace with regard to the above categories.

The Welcome Call Specialist is responsible for providing exceptional customer service and welcoming all new Group Health members to the health plan. Functions Make outbound welcome calls to our members in a pleasant, professional and efficient manner assuring exceptional customer service. Document all incoming and outgoing calls, changes and follow-up information in the Electronic Care Management system. Each call should cover the basic benefits of the product line and highlight the services we provide. Assist members with valid phone numbers for services covered under Forward Health and other helpful resources. Complete assessments with our members in a pleasant, professional, and efficient manner assuring exceptional customer service. Educate members on plan policies and procedures at every opportunity. Make members aware of transportation, telehealth or additional services provided through their health plan benefits. Keep up to date on the various plans and benefit structure under the product lines. Comply with all company policies and procedures. Minimum Requirements of the Position High school graduate or equivalent. Minimum one year of customer service experience, call center experience preferred. Excellent communication and customer service skills. Proficient in the use of Microsoft Word and Excel. Knowledge of Medicare, Medicaid, CPT / ICD 10 medical billing codes, and medical terminology are beneficial. Group Health Cooperative of Eau Claire complies with applicable Federal civil rights laws and does not discriminate, exclude or treat candidates less favorably on the basis of race, color, national origin (including limited English proficiency and primary language), age, disability, or sex (including sex characteristics, including intersex traits; pregnancy or related conditions; sexual orientation; gender identity; and sex stereotypes). The Cooperative is committed to fostering a caring and compassionate environment while ensuring that individual differences are valued. The Cooperative is a quality driven cooperative built on collaboration, community involvement, innovation, and belonging. It is essential that all employees and members feel secure and welcome, that the opinions and contributions of all individuals are respected and that all voices are heard. This full time position offers an outstanding benefit package, including three weeks of vacation the first year, a generous retirement plan, health and dental insurance, a wellness program, and much more! If you are interested in working for an organization focused on a team atmosphere and is dedicated to providing exceptional service submit your resume today! Send resume to: ************************. Group Health Cooperative of Eau Claire is an affirmative action and equal opportunity employer.

ARMStrong Receivable Management is the leading and most trusted name in the world of debt recovery and financial solutions. With a track record of excellence and reliability, we have proudly served businesses across various industries for decades, ensuring efficient B2B collections and tailored debt recovery solutions. As the parent company, ARMStrong is proud to own and operate Altus Receivables Management, Amalgamated Financial Group, Brown & Joseph, Paragon, and SubroIQ, each a powerhouse in their own right, providing specialized expertise in debt management and financial services. Brown and Joseph is seeking a Collections Specialist as we continue to grow our team! This position includes collecting outstanding balances, providing needed documentation, coordinating resolution of disputed invoices, and escalating high-risk customer accounts when necessary. Job Responsibilities: Minimum of 80 outbound/inbound calls Negotiate payment in full or secure a payment arrangement Create a sense of urgency on non-paying debtors Work closely with Client Support Representative to resolve disputes Maintain a positive attitude Remain respectful to debtors & peers Strong work ethics and integrity Prioritize time management Remain professional at all times Meet/exceed monthly phone, activity & fee quota's Job Requirements: Collections, sales, telemarketing, customer service or call center experience preferred Basic proficiency with Microsoft Office, data entry and strong computer skills, excel preferred Critical Thinker Basic Math and Writing skills SalesForce.com experience a plus Strong attention to detail and goal oriented Ability to deescalate adverse situations Strong interpersonal, communication and organizational skills Dependability Compensation and Benefits: $17-19 per hour PLUS commission and bonuses Benefit package with health, dental, vision, life and disability coverage options 401(k) retirement plan option with company matching Generous paid time off policy - start with 18 days per year Paid holidays immediately upon hire - 7 standard holidays & 2 floating holidays of your choice We look forward to you joining our team!! ARMStrong Insurance Services is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

ARMStrong Receivable Management is the leading and most trusted name in the world of debt recovery and financial solutions. With a track record of excellence and reliability, we have proudly served businesses across various industries for decades, ensuring efficient B2B collections and tailored debt recovery solutions. As the parent company, ARMStrong is proud to own and operate Brown & Joseph, Paragon, and SubroIQ, each a powerhouse in its own right, providing specialized expertise in debt management and financial services. Brown and Joseph is seeking a Collections Specialist as we continue to grow our team! This position includes collecting outstanding balances, providing needed documentation, coordinating the resolution of disputed invoices, and escalating high-risk customer accounts when necessary. Job Responsibilities: Minimum of 80 outbound/inbound calls Negotiate payment in full or secure a payment arrangement Create a sense of urgency for non-paying debtors Work closely with the Client Support Representative to resolve disputes Maintain a positive attitude Remain respectful to debtors & peers Strong work ethic and integrity Prioritize time management Remain professional at all times Meet/exceed monthly phone, activity & fee quotas Job Requirements: Collections, sales, telemarketing, customer service, or call center experience preferred Basic proficiency with Microsoft Office, data entry, and strong computer skills, excel preferred Critical Thinker Basic Math and Writing skills Salesforce experience is a plus Strong attention to detail and goal-oriented Ability to de-escalate adverse situations Strong interpersonal, communication, and organizational skills Dependability Compensation and Benefits: $17-19 per hour PLUS commission and bonuses Benefit package with health, dental, vision, life, and disability coverage options 401(k) retirement plan option with company matching Generous paid time off policy - start with 18 days per year Paid holidays immediately upon hire - 7 standard holidays & 2 floating holidays of your choice We look forward to you joining our team!! ARMStrong Insurance Services is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

* Responsible for 20-40 total accounts (depending on other responsibilities and factors), doing all responsibilities of the Account Coordinator and Senior Account Coordinator * Builds and manages relationships with client(s) (core team and/or carrier) * Reviews, completes and delivers Budget Projections to core teams * Completes renewal package (enter carrier responses, claims and premium experience, benchmarking, Monte Carlo, formatting of tables and charts, finalizing Power Point deliverable) * Negotiates with carrier partners the most optimal outcome for our client(s) * Sends final client deliverable, as well as written recommendation, to dedicated team member for peer review * Revises deliverable and recommendation based on peer review and delivers final results to core team * Hosts standard meetings with core teams to discuss marketing status and other open items * Provides feedback to carrier partners on renewal and new business * Attend client meetings/calls to observe presentation by manager and/or leadership * Liaison between core team and claims team * Liaison between core team and AMAP team * Obtain/maintain license

Company:Marsh McLennan AgencyDescription: Marsh McLennan Agency Client Account & Service Specialist, Business Insurance 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 Client Service 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 Client Service Specialist on the Business Insurance team, you will be committed to prompt, courteous, knowledgeable service to clients and colleagues. Your responsibilities will include working with other members of the department to meet the service needs of customers and your attention to detail is essential in mastering tasks such as processing changes, rating, and accurate client data entry. Our future colleague. We'd love to meet you if your professional track record includes these skills: High school diploma required. Property & Casualty Insurance license (or ability to obtain within 90 days). Two (2) years' Business Insurance experience, preferably in an agency Proficient Microsoft Office skills (Word, Excel, etc.) Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future These additional qualifications are a plus, but not required to apply: Associates or Bachelors degree preferred Insurance designations such as (CISR, AAI, CIC, etc.) Experience working with EPIC, Sagitta, and/or ImageRight 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 of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfilment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid work - 3 days in office Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out our website or flip through recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn 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. #MMAMID #LI- Hybrid #MMABI

* Responsible for 20-40 total accounts (depending on other responsibilities and factors), doing all responsibilities of the Account Coordinator and Senior Account Coordinator * Builds and manages relationships with client(s) (core team and/or carrier) * Reviews, completes and delivers Budget Projections to core teams * Completes renewal package (enter carrier responses, claims and premium experience, benchmarking, Monte Carlo, formatting of tables and charts, finalizing Power Point deliverable) * Negotiates with carrier partners the most optimal outcome for our client(s) * Sends final client deliverable, as well as written recommendation, to dedicated team member for peer review * Revises deliverable and recommendation based on peer review and delivers final results to core team * Hosts standard meetings with core teams to discuss marketing status and other open items * Provides feedback to carrier partners on renewal and new business * Attend client meetings/calls to observe presentation by manager and/or leadership * Liaison between core team and claims team * Liaison between core team and AMAP team * Obtain/maintain license This is a remote eligible position. Compensation and Benefits Lockton Companies LLC is committed to offering competitive pay and benefits and complies with all relevant sate/local pay transparency laws. The entry base salary offered for this opportunity may vary, and is contingent upon candidate education, skills, abilities, essential competencies, experience, professional designations, unique qualifications, and geographic location. Compensation * Base salary: $60,000 USD * Performance Bonus: This role is also eligible for an annual performance bonus, based upon the financial performance of the organization and the individual contributions of the Associate. Lockton Benefits Offerings At Lockton, our caring culture means we're invested in your health and wellbeing. That's why we've developed a benefits program that is all about helping you reach your ultimate potential, both at the office and at home. From health and wellness to financial wellbeing and everything in between, we have you covered. We encourage you to take advantage of the broad range of available offerings. * Health Plans - Options include United Healthcare Consumer-driven health plan or Surest variable copay plan * Wellness incentive program for health premium savings * Dental Plans - MetLife PPO & Copay option * Vision Plan - VSP Choice Plan * Health Savings Account * Flexible Spending Accounts - Dependent Care, Ltd. Purpose, Healthcare, Transportation * Life Insurance - Group term life, AD&D plus voluntary life options * Paid parental leave * Disability benefits - salary continuation & long-term disability for qualifying events * Legal services * Critical illness care * Hospital indemnity * Pet insurance * Gym membership discount programs * Retirement 401(K) Plan - 100% match up to 6% with immediate vesting * Student loan 401(K) match option * Associate assistance mental health program * Merchant discounts * Paid time off including vacation, holidays, personal days, volunteer days, and sick time * Associate referral bonus & new business finder's fee * Company sponsored charitable and community events * Note: the above applies to regular full-time Associates; see Human Resources for part-time benefits

Combined Insurance, a Chubb Company, is seeking a Client Specialist to join our fast-paced, high energy, growing company. We are proud of our tradition of success in the insurance industry of over 100 years. Come join our team of hard-working, talented professionals! Job Summary The CWB (Chubb Workplace Benefits) Client Specialist will serve as a primary service contact and resource in the over-500-life market segment. This role will interact closely with the CWB sales organization, broker partners, and various internal and external business partners. The Client Specialist serves as a true subject-matter expert for CWB processes, products, and internal roles. This position must partner effectively with the Account Manager (AM) role, the Account Executive (AE) role, the Business Development Manager (BDM) role, and all key broker partners. This role requires attention to detail and demonstrated organization in order to manage complex, multifaceted service issues for our largest customers. Responsibilities Primarily supports Book of Business 500 lives and greater True Subject-Matter Experts on all Chubb processes and products Assists the Account Management and Account Executive team by providing daily client-facing support. Ability to organize and resolve complex, large-case service issues involving high-profile customer and broker relationships Primary contact for complex service issues and day-to-day inquiries Serve as the liaison between external client and broker partners and internal home office colleagues. Together with Account Manager and Account Executive, develops proactive account activities, identifies opportunities for growth, and executes the plan. Handle customer education on Chubb tools, administrative services and administrative guidelines. Will provide support with plan changes, BOR Changes, acquisitions, and any other policy-level activity Effectively partner across the Chubb Workplace Benefits Organization in order to drive resolution to complex service issues Promote Chubb's products and services Attends and participates in all mandatory training, meetings, etc. Approaches role with a Continuous Improvement Mindset, looking to identify and implement organizational process solutions COMPETENCIES Problem Solving: Takes an organized and logical approach to thinking through problems and complex issues. Simplifies complexity by breaking down issues into manageable parts. Looks beyond the obvious to get at root causes. Develops insight into problems, issues and situation. Continuous Learning: Demonstrates a desire and capacity to expand expertise, develop new skills and grow professionally. Seeks and takes ownership of opportunities to learn, acquire new knowledge and deepen technical expertise. Takes advantage of formal and informal developmental opportunities. Takes on challenging work assignments that lead to professional growth Initiative: Willingly does more than is required or expected in the job. Meets objectives on time with minimal supervision. Eager and willing to go the extra mile in terms of time and effort. Is self-motivated and seizes opportunities to make a difference. Adaptability: Ability to re-direct personal efforts in response to changing circumstances. Is receptive to new ideas and new ways of doing things. Effectively prioritizes according to competing demands and shifting objectives. Can navigate through uncertainty and knows when to change course Results Orientation: Effectively executes on plans, drives for results and takes accountability for outcomes. Perseveres and does not give up easily in challenging situations. Recognizes and capitalizes on opportunities. Takes full accountability for achieving (or failing to achieve) desired results Values Orientation: Upholds and models Chubb values and always does the right thing for the company, colleagues and customers. Is direct truthful and trusted by others. Acts as a team player. Acts ethically and maintains a high level of professional integrity. Fosters high collaboration within own team and across the company; constantly acts and thinks “One Chubb” Skills Excellent interpersonal and communication skills (both verbal and written), confident presence, strong team player, diplomatic and flexible with the ability to listen well, persistent and patient in endeavoring to fully understand customer needs, supporting and encouraging approach Ability to structure and manage work across multiple functions & locations Ability to influence and build consultative, trust-based relationships Ability to work independently and make effective decisions consistent with divisional objectives and handle conflict with minimal oversight Ability to research and solve problems with moderate supervision Ability to understand client account economics, including product designs, rates and pricing Ability to multi-task in an extremely fast paced environment Education and Experience 4-year college degree or equivalency strongly preferred; equivalent work experience may substitute Experience with voluntary benefit lifecycle. 3 years of group benefits insurance industry experience preferred. At least 3 years with direct experience managing a book of business preferred At least 3 years direct customer-facing experience with brokers and employers preferred Proficient in MS Office, including Outlook, Word, Excel, & PowerPoint

Senior Account & Client Consultant serves as a liaison between the company and internal and external partners. This position is a subject matter expert responsible for completing moderately complex projects to include conducting analysis and adjusting processes to solve problems. This position may serve as a resource to other associates using broad business understanding. This is a hybrid role working partially in-office (Sandy, UT) and partially from home. What you do: Evaluate existing broker, customer and rep needs and make recommendations. Partner with Field Account Management Team in developing and implementing strategies to strengthen satisfaction, loyalty, and reliability. Identify and resolve escalated issues and communicate to all stakeholders. Responsible for keeping records, account updates, and outgoing email to brokers via Salesforce. Communicate with brokers and customers effectively on account information. Be available to answer telephone calls as needed from brokers and customers. Research service needs and problems, find innovative solutions, and communicate follow-up. Interact and encourage members of a team to find a solution to client issues. Proactively assist account management team in contact with brokers, customers and internal stakeholders with questions on cases and follow up with questions asked. Partner with internal departments to find solutions to difficult case issues. Demonstrate a strong ability to balance the needs of customers and brokers, deadlines and other priorities. What you bring: Bachelor's Degree or equivalent Business, Communication, or related field experience required. 2 years of related experience required. Health insurance license required (or must obtain within 3 months of employment). Willingness to travel up to 5% of the time. What we offer: A meaningful mission. Great benefits. A vibrant culture Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life. At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't: Ameritas Benefits For your money: 401(k) Retirement Plan with company match and quarterly contribution Tuition Reimbursement and Assistance Incentive Program Bonuses Competitive Pay For your time: Flexible Hybrid work Thrive Days - Personal time off Paid time off (PTO) For your health and well-being: Health Benefits: Medical, Dental, Vision Health Savings Account (HSA) with employer contribution Well-being programs with financial rewards Employee assistance program (EAP) For your professional growth: Professional development programs Leadership development programs Employee resource groups StrengthsFinder Program For your community: Matching donations program Paid volunteer time- 8 hours per month For your family: Generous paid maternity leave and paternity leave Fertility, surrogacy and adoption assistance Backup child, elder and pet care support An Equal Opportunity Employer Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other Application Deadline This position will be open for a minimum of 3 business days or until filled. This position is not open to individuals who are temporarily authorized to work in the U.S.

Job Description About Brightway Established in 2008, Brightway has grown to become one of the largest privately-owned property/casualty insurance distribution companies in the U.S. with more than 350 agencies in 38 states and more than $1.4 billion in annual premiums. Brightway is a purpose and core value-driven organization. We provide a blueprint for a future-proofed life. Through our successful model, agency owners focus on protecting their clients' most important assets through consultation, curated choice, and confidence. While Brightway focuses on our agency owners through back office, marketing support, and constant learning and development. Additionally, Brightway builds, integrates, and launches best-in-class and proprietary technology to help our agency owners better connect with clients to deepen relationships and drive success. Scope The Engagement Center ensures that Brightway clients receive exceptional service. This position provides a broad range of insurance-related customer service and business development support, by cultivating, maintaining, and enhancing an organization's relationships with its clients & Agency Owners. This role contributes to Brightway's retention, and community-building efforts with carriers, ensuring seamless service delivery. This individual will play a pivotal role in ensuring that clients feel valued and understood, which is crucial to fostering long-term loyalty and satisfaction. Job Responsibilities Client Interaction & Support: Manage inbound requests via phone, email, and other communication channels, ensuring timely and effective resolutions. Provide exceptional service by addressing inquiries, processing requests, and resolving concerns with professionalism and efficiency. Documents interactions accurately in CRM and other systems. Sales & Retention: Proactively engage and maintain relationships with clients through outbound calls to offer additional products, policy reviews, and solutions tailored to their needs. Implement upsell and cross-sell opportunities to drive business growth while ensuring client satisfaction. Drive policy renewals and retention efforts by educating clients on coverage options and benefits. Process Improvement & Collaboration: Leverage emerging technology to streamline workflows, improve efficiency, and enhance the client experience. Actively participate in training and continuous learning initiatives to stay updated on industry trends and company policies. Collaborate with internal teams and external agents to improve service quality and operational effectiveness. Skills, Licenses, Certifications Must obtain a personal lines insurance license within 60 days of employment Strong customer service mindset with a passion for delivering exceptional experiences. Ability to learn and effectively use Brightway systems, CRM tools, and insurance platforms High level of accuracy, attention to detail, and ability to multitask in a fast-paced environment. Excellent verbal and written communication skills; ability to simplify complex insurance terms for customers Analytical problem-solving skills with the ability to assess customer needs and present logical solutions. Demonstrated ability to work both independently and as part of a team, contributing to shared goals. Tech-savvy with a willingness to adopt and leverage new tools and processes. Education and Experience This position requires a bachelor's degree and 2-4 years' experience in a customer service or sales environment. Education or experience focused on insurance, risk management or entrepreneurship is preferred, but not required. This position is onsite in Charlotte, North Carolina. Equal Employment Opportunity: Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal opportunity employer and do not discriminate based on race, color, national origin, sex, age, disability, religion, sexual orientation, gender identity, or any other characteristic protected by applicable law. We believe that a diverse workforce is essential to our success and fosters innovation, creativity, and collaboration. We are dedicated to ensuring that our hiring, promotion, and training practices reflect this commitment. We encourage applications from individuals of all backgrounds and experiences and look forward to building a diverse team that reflects the communities we serve.

About Brightway Established in 2008 Brightway has grown to become one of the largest privately owned propertycasualty insurance distribution companies in the US with more than 350 agencies in 38 states and more than 14 billion in annual premiums Brightway is a purpose and core value driven organization We provide a blueprint for a future proofed life Through our successful model agency owners focus on protecting their clients most important assets through consultation curated choice and confidence While Brightway focuses on our agency owners through back office marketing support and constant learning and development Additionally Brightway builds integrates and launches best in class and proprietary technology to help our agency owners better connect with clients to deepen relationships and drive success Scope The Engagement Center ensures that Brightway clients receive exceptional service This position provides a broad range of insurance related customer service and business development support by cultivating maintaining and enhancing an organizations relationships with its clients & Agency Owners This role contributes to Brightways retention and community building efforts with carriers ensuring seamless service delivery This individual will play a pivotal role in ensuring that clients feel valued and understood which is crucial to fostering long term loyalty and satisfaction Job Responsibilities Client Interaction & Support Manage inbound requests via phone email and other communication channels ensuring timely and effective resolutions Provide exceptional service by addressing inquiries processing requests and resolving concerns with professionalism and efficiency Documents interactions accurately in CRM and other systems Sales & Retention Proactively engage and maintain relationships with clients through outbound calls to offer additional products policy reviews and solutions tailored to their needs Implement upsell and cross sell opportunities to drive business growth while ensuring client satisfaction Drive policy renewals and retention efforts by educating clients on coverage options and benefits Process Improvement & Collaboration Leverage emerging technology to streamline workflows improve efficiency and enhance the client experience Actively participate in training and continuous learning initiatives to stay updated on industry trends and company policies Collaborate with internal teams and external agents to improve service quality and operational effectiveness Skills Licenses Certifications Must obtain a personal lines insurance license within 60 days of employment Strong customer service mindset with a passion for delivering exceptional experiences Ability to learn and effectively use Brightway systems CRM tools and insurance platforms High level of accuracy attention to detail and ability to multitask in a fast paced environment Excellent verbal and written communication skills; ability to simplify complex insurance terms for customers Analytical problem solving skills with the ability to assess customer needs and present logical solutions Demonstrated ability to work both independently and as part of a team contributing to shared goals Tech savvy with a willingness to adopt and leverage new tools and processes Education and Experience This position requires a bachelors degree and 2 4 years experience in a customer service or sales environment Education or experience focused on insurance risk management or entrepreneurship is preferred but not required This position is onsite in Charlotte North Carolina Equal Employment Opportunity Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals We are an equal opportunity employer and do not discriminate based on race color national origin sex age disability religion sexual orientation gender identity or any other characteristic protected by applicable law We believe that a diverse workforce is essential to our success and fosters innovation creativity and collaboration We are dedicated to ensuring that our hiring promotion and training practices reflect this commitment We encourage applications from individuals of all backgrounds and experiences and look forward to building a diverse team that reflects the communities we serve

Under direct supervision, this position is responsible for ensuring all functions regarding set-up, waivers, eligibility, enrollment and customer care are completed. This includes responsibility for processing new data or changes into the various systems, answering waivers, eligibility and enrollment questions or verifying status, and reconciliation of discrepancies. Your Impact * Complete all incoming services tasks (as assigned to the CES-I role within the group) accurately and in a timely manner. * Assist the universities for adding students, deleting students, making any status changes, etc. * Assist the students regarding waivers, eligibility and enrollment questions, changes, support e-mails, refunds, etc. * Group service ticket queue monitoring, tracking and completing (tickets within queue). * Emergency adds of students who were left off original file, not been sent to us yet, etc. * Processing and reconciling of payments received from the universities. * Assist the carriers and TPA's with questions, such as dates and coverage periods. * Reconciling of Invoices and Discrepancy reports; sending invoices to schools; monitoring payments. * Assist accountant with monthly payments that are sent to carriers and schools. Successful Candidate Will Have * Bachelor's Degree (preferred) * Previous customer service and data entry experience preferred * PC proficiency to include Microsoft Word, Excel, PowerPoint, and Outlook * Accounting or health insurance experience a plus Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and nearly 5,000 employees across the US and Canada. Our industry recognition includes being named a Best Places to Work in Insurance for five years (2018-2022) and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

Your role: * Working with various commercial insurnace payers to resolve claims and denials. * Escalating payor issue trends for leaderships consideration along with possible solutions. Providing daily follow-up on insurance correspondence to ensure claim payments are made in a timely manner. * Developing and maintaining updates for any problematic payers and assisting in identifying, evaluating and developing systems /procedures to address issues. * Determining patient eligibility along with basic benefit verification (qualifying diagnoses, prior testing and authorization requirements) and reading eligibility of benefits, to determine claim processing by insurance carriers. You're the right fit if: * You've acquired 2+ years of experience in Revenue Cycle Management, specifically within Collections or Reimbursement Services. * Your skills include: * Experience with denial management, claim follow up, overturning denials and identifying payer issue trends. * Knowledge of insurnace payers, including Medicare, Medicaid, Blue Cross Blue Shield and commercial plans. You have the ability to navigate through various systems to pull information. * Experience with Soarian is a plus. * You have a high school diploma or GED (required). * You must be able to successfully perform the following minimum Physical, Cognitive and Environmental job requirements with or without accommodation for this position. * You're a strong verbal communicator with both internal/external partners How we work together We believe that we are better together than apart. For our office-based teams, this means working in-person at least 3 days per week. Onsite roles require full-time presence in the company's facilities. Field roles are most effectively done outside of the company's main facilities, generally at the customers' or suppliers' locations. This is an office role. About Philips We are a health technology company. We built our entire company around the belief that every human matters, and we won't stop until everybody everywhere has access to the quality healthcare that we all deserve. Do the work of your life to help improve the lives of others. * Learn more about our business. * Discover our rich and exciting history. * Learn more about our purpose. * Learn more about our culture. Philips Transparency Details The pay range for this position in Malvern, PA and Chicago, IL is $23.00 to $37.00 hourly. The actual base pay offered may vary within the posted ranges depending on multiple factors including job-related knowledge/skills, experience, business needs, geographical location, and internal equity. In addition, other compensation, such as an annual incentive bonus, sales commission or long-term incentives may be offered. Employees are eligible to participate in our comprehensive Philips Total Rewards benefits program, which includes a generous PTO, 401k (up to 7% match), HSA (with company contribution), stock purchase plan, education reimbursement and much more. Details about our benefits can be found here. At Philips, it is not typical for an individual to be hired at or near the top end of the range for their role and compensation decisions are dependent upon the facts and circumstances of each case. Additional Information US work authorization is a precondition of employment. The company will not consider candidates who require sponsorship for a work-authorized visa, now or in the future. Company relocation benefits will not be provided for this position. For this position, you must reside in or within commuting distance to Malvern, PA or Chicago, IL. #ConnectedCare This requisition is expected to stay active for 45 days but may close earlier if a successful candidate is selected or business necessity dictates. Interested candidates are encouraged to apply as soon as possible to ensure consideration. Philips is an Equal Employment and Opportunity Employer including Disability/Vets and maintains a drug-free workplace.

Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most so they can move forward with confidence. Our vision of creating a future thats safer and more secure drives everything we do. Innovation is not optional here it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, youre not just joining a company youre joining a culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. We are looking for a dynamic Financial Service Specialist to join our team! In this role, you will provide essential administrative and financial support, ensuring smooth operations and contributing to the success of your team. Perform general administrative duties including supply ordering, mail processing, scanning, bank deposits, and other routine office tasks. Perform general administrative duties including supply ordering, mail processing, scanning, bank deposits, and other routine office tasks. Transmit daily positive pay files to the bank and track daily balances in the operating account. Leverage AI tools and technology confidently as part of your daily workflow, embracing innovation to work smarter and support the team more effectively. Support Senior Financial Service Specialist to ensure team success Lead the monthly close process for our downstate offices and support the preparation of reports that keep our financial picture clear. Ensure accuracy and clarity by reconciling bank statements and applying customer payments your attention to detail helps keep our operations running smoothly. Identify billing issues and coordinate with branches to resolve discrepancies and track missing DBL commissions. Requirements: College degree preferred, high school diploma or equivalent required. Proficiency in AI tools and experience using systems such as ImageRight, Outlook, and other related platforms to enhance efficiency and streamline processes. Proficiency in Microsoft Office; experience with Vertafore is a plus. Strong interpersonal skills with the ability to work effectively with colleagues. Excellent verbal and written communication skills. Highly organized with strong attention to detail. Total Rewards Package: Compensation: $47,500-$52,500, based experience and education. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Heres what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the companys success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the companys growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling, based experience and education. MS24 Compensation details: 47500-52500 Yearly Salary PI105e0fd103dd-31181-37382062