Operations Representative jobs at The Plymouth Rock Company Incorporated - 78 jobs

Job Family Regulatory Compliance 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 As a member of Transamerica Financial Advisors (TFA), conduct processing of cashiering, trading, asset transfers, and other operations functions on the Fidelity National Financial Services platform for brokerage and advisory accounts. Assist financial professionals and staff on use of the Wealthscape platform. Serve as a central source of information and support for TFA financial professionals who directly service the client and address business issues and questions to help with their practice. Responsibilities Support business processing on the Fidelity National Financial Services (NFS) Wealthscape platform Provide guidance and training to financial professionals on platforms/technologies, processes, compliance, best practices, etc. As a member of the Call Center, respond to requests for trading, account maintenance, order entry, platform navigation, cashiering functions, opening and closing accounts, etc. Provide support and guidance for the eMoney and Docupace platforms. Produce reports from Wealthscape and Avaya required for TFA to oversee service and processing metrics, and identify areas for optimization. Partner with NFS Middle Office on account management services. Identify and develop operational impact metrics, including collecting, analyzing, and reporting. Keep up to date on rules and regulations governing firm procedures. Identify and develop operational service improvements. Qualifications Bachelor's degree in finance or business, or equivalent work experience Five years of securities/financial services experience in call center and operations roles Detailed knowledge and expert processing proficiency on the NFS Wealthscape platform Demonstrated experience utilizing Avaya or similar telephony management system Thorough knowledge of securities products, FINRA, SEC, and DOL regulations Ability to analyze complex issues and recommend solutions Excellent written and oral communication and interpersonal skills Attention to detail and ability to prioritize multiple responsibilities Proficiency using MS Office, including advanced Excel skills Preferred Qualifications Experience working with eMoney, Docupace, Envestnet, and Salesforce platforms Compensation The salary for this position generally ranges between $59,000- 72,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based of 7.5% on the Company Bonus Plan/Individual Performance and is at the Company's discretion. This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. 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

"You work for NJM? That's a great company!" If you're hired at NJM, you'll hear it over and over again from friends, family and neighbors. Why? Because NJM is committed to providing its customers with superior service, and great service goes a long way. Why else is NJM called a great company? Because our employees enjoy working here, are appreciated, and are provided with a terrific benefits plan including 401K match up to 8%. Employees who are hired at NJM often stay at NJM - many for the duration of their careers. At NJM Insurance Group (NJM), a top-rated insurance company, our General Claims department in Parsippany, NJ is looking for a Property Damage Representative candidate who has excellent communication skills as well as strong organizational and time management skills. We are looking for talent with and without prior experience in the insurance industry. Hours: Monday through Friday, 8:45 a.m. to 5:00 p.m. with work from home opportunities after training is complete. Salary: The level and salary is commensurate with direct experience and credentials. Level I - $51,120.55 - $67,542.80 annually based on experience Level II - $58,737.25 - $89,324.95 annually based on experience Sr. Level - $77,698.40 - $102,805.30 annually based on experience Responsibilities Appropriately handle, settle and close property damage (automobile) claims by bringing a prompt and amicable resolution Verify coverage, open claims, contact parties involved Verify and investigate information presented by first and third party claimants Schedule appraisals or repair facilities, assess related damage Contact witnesses, police departments, attorneys or other insurance companies Claims are settled and negotiated based on company guidelines and applicable law Requirements Level I - Customer service experience or experience interacting with the public in a professional setting is required or Bachelor's degree Level II - Minimum 2 yrs. experience as a Property Damage/Auto Claims Adjuster Sr Level - Minimum 4 yrs. experience as a Property Damage/Auto Claims Adjuster and completion of AIC/CPCU or licensed to adjust claims in Texas or Connecticut Bachelor's degree is a plus Knowledge of Claims or Personal Lines area are a plus Requires strong oral and written communication skills Ability to deliver a high-quality customer service experience while showing empathy and kindness to customers in need Multi-tasking, problem-solving and decision-making skills Technical aptitude, including a working knowledge with Microsoft Office Ability to work in a fast-paced environment Ability to juggle multiple priorities and manage time effectively Ability to think critically, use resources and seek answers Compensation: Salary is commensurate with experience and credentials. Pay Range: $0-$0 Eligible full-time employees receive a competitive Total Rewards package, including but not limited to a 401(k) with employer match up to 8% and additional service-based contributions, Health, Dental, and Vision insurance, Life and Disability coverage, generous PTO, Paid Sick Leave, and paid parental leave in addition to state-mandated leave. Employees may also be eligible for discretionary bonuses. Legal Disclaimer: NJM is proud to be an equal opportunity employer. We are committed to attracting, retaining and promoting a diverse and inclusive workforce that is fully representative of the diversity that exists in the communities in which we do business.

Our General Claims department in Hammonton, NJ is looking for a Property Damage Representative candidate who has excellent communication skills as well as strong organizational and time management skills. We are looking for talent with and without prior experience in the insurance industry. Hours: Monday through Friday, 8:45 a.m. to 5:00 p.m. with work from home opportunities after training is complete. Salary: The level and salary is commensurate with direct experience and credentials. Level I - $51,120.55 - $67,542.80 annually based on experience Level II - $58,737.25 - $89,324.95 annually based on experience Sr. Level - $77,698.40 - $102,805.30 annually based on experience Responsibilities Appropriately handle, settle and close property damage (automobile) claims by bringing a prompt and amicable resolution Verify coverage, open claims, contact parties involved Verify and investigate information presented by first and third party claimants Schedule appraisals or repair facilities, assess related damage Contact witnesses, police departments, attorneys or other insurance companies Claims are settled and negotiated based on company guidelines and applicable law Requirements Level I - Customer service experience or experience interacting with the public in a professional setting is required or Bachelor's degree Level II - Minimum 2 yrs. experience as a Property Damage/Auto Claims Adjuster Sr Level - Minimum 4 yrs. experience as a Property Damage/Auto Claims Adjuster and completion of AIC/CPCU or licensed to adjust claims in Texas or Connecticut High school diploma or GED required; Bachelor's degree is a plus Knowledge of Claims or Personal Lines area are a plus Requires strong oral and written communication skills Ability to deliver a high-quality customer service experience while showing empathy and kindness to customers in need Multi-tasking, problem-solving and decision-making skills Technical aptitude, including a working knowledge with Microsoft Office Ability to work in a fast-paced environment Ability to juggle multiple priorities and manage time effectively Ability to think critically, use resources and seek answers Compensation: Salary is commensurate with experience and credentials. Pay Range: $0-$0 Eligible full-time employees receive a competitive Total Rewards package, including but not limited to a 401(k) with employer match up to 8% and additional service-based contributions, Health, Dental, and Vision insurance, Life and Disability coverage, generous PTO, Paid Sick Leave, and paid parental leave in addition to state-mandated leave. Employees may also be eligible for discretionary bonuses. Legal Disclaimer: NJM is proud to be an equal opportunity employer. We are committed to attracting, retaining and promoting a diverse and inclusive workforce that is fully representative of the diversity that exists in the communities in which we do business.

Our Variable Annuities Specialist is responsible for handling and processing a variety of annuity transactions with precision, ensuring compliance with company policies and regulatory requirements. This role focuses on managing end-to-end service requests, maintaining accurate documentation, and executing complex transactions related to annuities. The specialist must possess in-depth knowledge of variable annuity products, enabling them to navigate and process transactions with a high degree of accuracy and attention to detail. We've embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work. Responsibilities Demonstrate a comprehensive understanding of variable annuity products, to process transactions efficiently and with attention to detail. Accurately document and process records in accordance with department policies and regulatory guidelines, ensuring consistency and quality. Address issues related to annuity transactions and escalate concerns when necessary, using problem-solving skills to ensure compliance and operational efficiency. Navigate multiple administrative systems and utilize workflow and imaging tools to manage and document necessary information related to annuity products. Investigate and resolve operational questions or issues that may arise during transaction processing, following up as needed to ensure timely resolution. Identify, recommend, and implement ongoing process improvements in alignment with regulatory requirements and company standards. Adhere to Service Level Agreements (SLAs) and meet individual/team performance metrics. Maintain compliance with all company policies and procedures, ensuring regulatory and job training requirements are completed successfully. Collaborate with internal departments to ensure operational efficiency and meet internal and external client expectations. Work core business hours between 10:30 AM and 7:00 PM EST. Skills and Abilities Strong ability to comprehend and manage complex annuity-related information. Capacity to adapt to ever-evolving technologies and processes within the organization. Excellent analytical and organizational skills with high attention to detail in transaction processing and documentation. Strong problem-solving abilities, with a focus on identifying underlying issues and ensuring accurate resolutions. Ability to handle multiple tasks efficiently while maintaining attention to detail and meeting deadlines. Excellent verbal and written communication skills for internal documentation and team collaboration. Ability to work collaboratively in a team environment while maintaining a self-driven and proactive approach to tasks. Proficiency in navigating multiple systems and tools used for transaction management and documentation. Education H.S. Diploma or Equivalent Required Bachelor's Degree Preferred Experience 3-5 Years customer service experience Required Experience with individual life insurance/annuity products Required Licenses FINRA Series 6 Required Base Salary Range: $65,000 - $75,000 For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit ******************* Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Our Variable Universal Life (VUL) Insurance Specialist is responsible for handling and processing a variety of transactions related to VUL Life Insurance policies with precision and compliance. This role involves managing end-to-end service requests and providing solutions, ensuring a high standard of quality, attention to detail, and adherence to company policies and procedures. The specialist must possess a thorough understanding of VUL products, enabling them to process simple to complex transactions and respond effectively to customer inquiries and escalations, including sensitive situations and complaints. Responsibilities Demonstrate an understanding on all facets of the VUL Life Insurance products sold to be able to handle and process simple to more complex transactions with a high caliber of quality and attention to detail Processes transactions and documents records with consistent quality, attention to detail, and according to department policies and procedures. Responds effectively and appropriately to sensitive events and/or situations as needed, including customer complaint handling and escalation. Thoroughly and efficiently handles simple to complex correspondents from financial professionals, policyholders and others, answering questions regarding their VUL product and/or servicing needs, in conjunction with handling end-to-end service requests. Uses problem-solving skills to address issues and escalates concerns when necessary Possesses moderate knowledge of all facets of individual life Insurance or annuities and the products sold, with a deeper understanding of variable products. Interprets each request and navigates multiple administration systems as well as our workflow and imaging tools to gain and document needed information. Investigates and follows up on questions/issues to resolve concerns in an accurate and timely manner. Provides solutions, recommendations and product information with a sense of urgency, positivity and empathy. Seeks out opportunities to leverage best practices to meet requirements Identify, recommend and implement ongoing process improvements adhering to regulatory requirements and improve the customer experience Adheres to Service Level of Agreements (SLAs) and individual/team metrics Complies with all company and site policies and procedures Successfully completes regulatory and job training requirements Work with internal departments to ensure company meets clients' expectations Ability to work core business hours between 10:30 and 7:00 pm EST Required Skills: Ability to comprehend and articulate complex information Ability to learn and adapt in ever changing and upgrading technology Executes with urgency and professionalism Excellent analytical and organizational skills with attention to detail Possesses a great sense of self-awareness Excellent communication skills, both verbal and written, required Willingness and proven ability to work on multiple tasks and adapt to a changing work environment Strong technical skills with the ability to navigate within multiple systems Excellent problem-solving skills - the ability to see beyond the obvious into what may be intended Willingness and ability to work under pressure and meet deadlines Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement Ability to work with others in a collaborative team environment, while maintaining a self-driven mentality Excellent communication skills, both verbal and written, required Demonstrates a commitment to AI fluency by embracing AI tools and technologies to enhance individual and team performance, decision-making, and innovation Educations and Experience Minimum of 5 - 8 years of customer service experience Experience with individual life insurance/annuity products required High school diploma required Bachelor's degree preferred FINRA Series 6 license required within 180 days Base Salary Range - $60,000 -$73,000 For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit ******************* Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Western Growers Health─a part of Western Growers Family of Companies─provides employer-sponsored health benefit plans to meet the needs of those working for the agriculture industry. The unmatched benefit options provided by Western Growers Health stem from the core mission of Western Growers Association (est. 1926) to support the business interests of employers in the agriculture industry. Our mission at Western Growers Health is to deliver value to employers by offering robust health plans that meet the needs of a diverse workforce. By working at Western Growers Health, you will join a dedicated team of employees who care about offering quality health benefits and excellent customer service to plan participants. If you want to start making a difference working in the health care industry, then apply to Western Growers Health today! Compensation: $45,091 - $63,617 with a rich benefits package that includes profit-sharing. JOB DESCRIPTION SUMMARYThis position reports to the System Operations Manager, Key Accounts and serves as a critical operational resource responsible for adjudicating complex claims, analyzing claim payment accuracy, performing root cause analysis on claim deficiencies, and supporting leadership in continuous quality improvement. This role manages claims and financial workflows across the enterprise Flexible Spending Accounts (FSA), Health Reimbursement Account (HRA), and Health Savings Account (HAS) portfolios exclusively for WEX clients. Incumbent will support claims quality assurance, evaluate payment integrity programs, financial reporting, client account management, and operational process improvements. The incumbent will support leadership through proactive analysis of claims trends, development of corrective actions, and implementation of reporting solutions to ensure operational excellence.Q U A L I F I C A T I O N S BA/BS degree in accounting, finance or business-related field preferred plus a minimum of three (3) to four(4) years of experience in healthcare claims adjudication, financial account maintenance, or claims operations in a Third-Party Administrator (TPA), health plan, or healthcare financial services environment, preferred. Strong understanding of medical, dental, vision, and reimbursement claims processing; familiarity with FSA/HRA/HSA administration. Skills to establish priorities, multi-task, work under pressure and deadlines, work independently with minimal supervision or in team environment. Intermediate knowledge of end-user office software i.e. calendaring, word-processing, spreadsheet and email and the ability to develop strong proficiency working with a proprietary Health Care system. Excellent written and oral communication skills, to include modern business communications, formatting professional letters, reports and phone etiquette. Customer service oriented. Ability to analyze and resolve technical problems and/or client inquiries as they arise. Knowledge of health insurance industry and standard health care eligibility provisions. Ability to work independently and collaboratively in a remote environment. Ability to work overtime as requested by management and based upon department needs and compliance. Internet access provided by a cable or fiber provider with 40 MB download and 10 MB upload speeds. Home router with wired Ethernet (wireless connections and hotspots are not permitted). A designated room for your office or steps taken to protect company information (e.g., facing computer towards wall, etc.) A functioning smoke detector, fire extinguisher, and first aid kit on site. D U T I E S A N D R E S P O N S I B I L I T I E S Claims Processing & Quality Assurance Adjudicate all claim types (medical, dental, vision, reimbursement) in accordance with Plan Documents, Standard Plan Design (SPD), and internal Standard Operation Procedures (SOP) in the company's internal claims and financial processing system. Review and resolve claims requiring customer follow-up, benefit clarification, or cross-departmental collaboration. Evaluate payment integrity programs through data reporting, proactively identify anomalies, and recommend corrective actions. Assist with investigation and remediation of claim errors identified through quality control audits or leadership requests. Financial Reporting & Account Maintenance Maintain/manage all Pinnacle Claims Management, Inc. (PCMI) contribution/premium reimbursements, FSA/HRA/HSA reimbursements. Manage the process of funding and releasing self-funded claims payments. Analyze and resolve claims-related account discrepancies, including the application of refunds, adjustments, and ledger maintenance Maintain FSA (Flexible Spending Account) HSA (Health Savings Account) HRA (Health Reimbursement Arrangement) program. Process Management & Customer Service Verify/authorize refund for terminations and overpayments on all accounts. Participate in cross-functional initiatives to improve claims and financial processing efficiency. Identify process gaps or inefficiencies and recommend improvements to systems, workflows, or reporting tools. Process related written and verbal account inquiries to its conclusion in a timely manner to include research on as needed basis. Identify inefficiencies within the established processes and suggest possible solutions to save time, reduce risk, and/or reduce expenses. Create and document Standard Operating Procedures (SOP's). Identify, initiate and implement process improvements and/or innovation. Serve as a subject matter expert and escalation point for complex claim adjudication, financial inquiries, and operational process questions for WEX clients and Account Management team. Work collaboratively with internal teams (Eligibility, Customer Service, IT) to resolve account issues and support a high standard of client service. Partner with leadership to prepare and present operational updates and claim performance reports for internal and external stakeholders. Other Utilize all capabilities to satisfy one mission - to enhance the competitiveness and profitability of our members. Do everything possible to help members succeed by being curious and striving to understand what others are trying to achieve, planning, and executing work helpfully and collaboratively. Be willing to adjust efforts to ensure that work and attitude are helpful to others, be self-accountable, create a positive impact, and be diligent in delivering results. Maintain internet speed of 40 MB download and 10 MB upload and router with wired Ethernet. Maintain a HIPAA-compliant workstation and utilize appropriate security techniques to ensure HIPAA-required protection of all confidential/protected client data. Maintain and service safety equipment (e.g., smoke detector, fire extinguisher, first aid kit). All other duties as assigned. P H Y S I C A L D E M A N D S / W O R K E N V I R O N M E N T The physical demands and work environment described here are representative of those that must be met by an employee to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to communicate with others. The employee frequently is required to move around the office. The employee is often required to use tools, objects, and controls. This noise level in the work environment is usually moderate.

The primary responsibility of the Customer Experience Operations Representative is processing account renewals through various systems, ensuring the continuity of service to our clients is uninterrupted. The Customer Customer Experience Operations Representative will work with the Partnership Services group to ensure all account information is recorded properly in our database, maintaining accurate documentation and details for the claims team to utilize during the handling process. The assigned work will span all lines of business, processing varied program types. Competencies: Self-motivated team player that enjoys working in a fast paced environment. The individual must be able to work independently while supporting the department's team goals Accuracy - ability to process requests with minimal errors Excellent written and oral communication skills Excellent time management skills Ability to adapt to changing processes and procedures Ability to manage multiple priorities and be results oriented Excellent analytical and problem solving skills Willingness to learn, adapt, and grow Accepts accountability and demonstrates good business judgment Strong PC skills including proficiency in Microsoft Business Suite and Webex Education and Experience: College degree preferred and/or prior insurance/industry experience Knowledge of Salesforce system a plus Knowledge of EASE system a plus The pay range for the role is $40,700 to $69,300. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled. ESIS, a Chubb company, provides claim and risk management services to a wide variety of commercial clients. ESIS' innovative best-in-class approach to program design, integration, and achievement of results aligns with the needs and expectations of our clients' unique risk management needs. With more than 70 years of experience, and offerings in both the U.S. and globally, ESIS provides one of the industry's broadest selections of risk management solutions covering both pre- and post-loss services.

About us: Fallon Health is a company that cares. We prioritize our members-always-making sure they get the care they need and deserve. Founded in 1977 in Worcester, Massachusetts, Fallon Health delivers equitable, high-quality, coordinated care and is continually rated among the nation's top health plans for member experience, service, and clinical quality. We believe our individual differences, life experiences, knowledge, self-expression, and unique capabilities allow us to better serve our members. We embrace and encourage differences in age, race, ethnicity, gender identity and expression, physical and mental ability, sexual orientation, socio-economic status, and other characteristics that make people unique. Today, guided by our mission of improving health and inspiring hope, we strive to be the leading provider of government-sponsored health insurance programs-including Medicare, Medicaid, and PACE (Program of All-Inclusive Care for the Elderly)- in the region. Learn more at fallonhealth.org or follow us on Facebook, Twitter and LinkedIn. Brief summary of purpose: Under the direction of the Manager's, the Eligibility and Revenue Operations Representative supports Fallon Health's mission, vision and values by providing and maintaining timely and accurate enrollment and billing information. Documents pertinent information enabling tracking of group/subscriber/member and eligibility and adheres to internal and external SLA's. With speed, accuracy, and integrity, ensures that enrollee data for Medicare Advantage, Medicare Supplement, NaviCare, Summit Elder Care, Fallon Health Weinberg and any future regulatory products is entered into Fallon Health's core system. Completes work accurately and timely to remain in compliance with DOI, CMS and EOHHS regulations. Appropriately escalates concerns when necessary and follows issues through to closure. Reviews problems not clearly defined by written directives or instructions with the Eligibility and Revenue Operations Coordinator, Senior Financial Support or Manager to determine course of action. The Eligibility and Revenue Operations Representative collaborates effectively with co-workers and other departments to ensure quality service to our internal and external customers. Interacts with departments such as Accounting, Sales, and Regulatory Affairs. Maintains a positive approach to issues and concerns as they arise and works to identify and recommend process improvements to his/her direct manager. Responsible for ensuring the integrity of information being entered & maintained within the core system (QNXT, TruCare, EOHHS, Trackers, etc) Must have the ability to analyze various situations and be able to make independent decisions on best practices in the interest of the members and the health plan. The Eligibility and Revenue Operations Representative will assist the Management team with projects and/or daily workload for all regulatory products. Assist Account & Provider Configuration in working updates needed in sponsor configuration. This is handled through working DI reports. Pre-requisites for success in this position include Strong verbal & written communication skills including demonstrated excellence in telephone communication skills, strong organizational skills, computer skills. Performs all functions necessary to maintain accurate subsidiary accounts receivable and ensures accuracy of premium bills. Analyze/reconcile receivables balance for Commercial and Regulatory products to identify problems with payments and/or impose the delinquency process. Study the contractual terms and conditions to ensure payments received meet the contractual requirements. Handles confidential customer information. Knowledgeable of plan policies, protocols, and procedures. Requires ability to work in a fast-paced environment with multi-disciplined staff. Consistently follows through on issue resolution. Strong multitasking abilities are essential along with taking accountability and understanding job functions can change based upon business needs. Initiates self-development via available company and industry educational opportunities The Eligibility and Revenue Operations Representative is responsible for enrollment and billing maintenance, adhering to daily, weekly and monthly schedules and administrative related tasks. Responsibilities Primary Job Responsibilities: Works proactively to ensure the enrollment and billing records are kept current and accurate. Ensures goals and turnaround standards are being met or exceeded based on corporate and departmental metrics.Responsible for maintaining up to date primary care physician assignments in core system accurately and timely. This is to be completed through review of data integrity reports, and working closely with Provider Partners, Provider Relations, Contracting and Account and Provider Configuration.Maintains professional etiquette and positively represents Fallon Health when meeting in-person with customers for eligibility and premium related inquiries.Enters and maintains data in the E&B tracker in a timely and accuarte fashion to to be utilized with the required reporting from CMS and EOHHS.Assists with core system upgrade testing Assists in creating/maintaining desk top procedures and P&P'sAssists Management team on audit responses and/or site visits Participates in departmental and company-wide process improvement projects, training, upgrade testing and team meetings as assigned.Performs other duties as they are assigned to meet department performance goals and to respond to changing priorities including administrative related tasks.Works department returned mail Quality control of enrollment and billing processes for accuracy and compliance to established policies and procedures.Responsible for maintaining up to date productivity records on a daily and monthly basis for corporate and departmental dashboards.Ensure adherence to documented payment plans Qualifications Education: Education: * bachelor's degree preferred * A verifiable high school diploma or GED is required for all positions at Fallon Health and its affiliates, unless specified otherwise. License/Certifications: Experience: 4 plus years' experience in an office environment, preferably in health care and/or managed care system Strong analytical and problem-solving skills Aptitude towards mathematical fundamentals Flexibility in a fast-paced environment.Excellent Organizational skills/time management Strong focus on quality & performance results Systems knowledge including but not limited to MS Excel, MS Word, MS Access.Ability to effectively communicate, both written and verbal.Builds Relationships/contributes to team performance Adhere to all DOI, State, and Federal guidelines Pay Range Disclosure:In accordance with the Massachusetts Wage Transparency Act, the pay for this position is $ 25.00 per hour which reflects what we reasonably and in good faith expect to pay at the time of posting. Final compensation will depend on the candidate's experience, skills, and fit with the role's responsibilities. Fallon Health provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. #P02

Trust services is looking for a Trust Operations Associate to join our dynamic Trust Reconciliation team. The ideal candidate will be a highly motivated & passionate professional who has background experience in US retirement/operations, process design, risk mitigation and a proven ability to work closely with various partners. This individual will play a key role in supporting daily Trust functions while also contributing to processes/initiatives that position our business for the future. This is an exciting opportunity for a motivated professional who thrives in a fast-paced environment, values collaboration, and is eager to make an impact. Key Responsibilities Prepare and review daily cash reconciliations, ensuring receipts, disbursements, taxes, and lockbox accounts are all reconciled and in balance by the close of business. Identify out of balances and take proactive steps to resolve all breaks daily. Monitor and manage incoming/outgoing money for payrolls, manual trades, ACH activity, and check deposits. Research and own the resolution of trading issues and reconciliation breaks to ensure aging remains within SLA's. Successfully monitor and follow up on escalated items, seeing problems through to resolution and closure. Support check deposit process by receiving and depositing checks. Process tax corrections and support annual production of tax forms for participants/plans. Initiate and approve customer wires and book transfers; transmit and void files to the bank. Assist in monthly and quarterly aged item reporting. Collaborate with and support other members of the Reconciliation unit in completing daily functions. Ensure all procedure documentation is accurately reviewed and maintained. Ensure controls are being followed and steps taken to mitigate risk. Contribute ideas for process optimization to improve efficiency and effectiveness. Work with internal teams for requirements, design, implementation and documentation. Monitor email inbox and respond to inquiries providing timely and accurate information. Required Qualifications: Strong Excel skills and experience with Power Apps & Power BI Strong attention to detail skills Minimum 3-5 years of financial services experience ideally from a retirement plan provider. Preferred Qualifications: Knowledge of trading platforms and US retirement industry preferred Strong understanding of cash/share reconciliation and impacts. Ability to work independently and in a team environment under tight deadlines. Demonstrate initiative and being a team player. Excellent customer service, communication, and problem resolution skills. Able to work with diverse teams and Previous experience working with SQL, FIS Omni, JIRA and/or Matrix CC360 a plus Experience working in projects or process-improvement initiatives, establishing & documenting requirements, developing solutions, and status reporting to management & partners. Familiarity with SAFE AGILE methodology When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see. #LI-JH About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Referenced Salary Location Boston, Massachusetts Working Arrangement Hybrid Salary range is expected to be between $60,375.00 USD - $100,625.00 USD If you are applying for this role outside of the primary location, please contact ************************ for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify Company: John Hancock Life Insurance Company (U.S.A.)

The Structured Insurance Operations Specialist is responsible for structured insurance and reinsurance operations activities, including development, implementation, and performing processes that will enable efficient underwriting of structured insurance risks, preparation of risk and coverage documentation, premium management, and coverage management and issuance. This position will ensure operational compliance in connection rating, quoting, binding and issuance of insurance for multiple carriers, as well as being responsible for meeting the reporting needs of the business. This leadership position for USQRisk oversees certain operations and team members, ensuring profitability and sustainable growth for carrier markets. The Structured Insurance Operations Specialist will work closely and collaboratively to assure goals are achieved. USQRisk is a leading, global alternative risk transfer MGU providing structured (re)insurance solutions for complex and unique risks. What will your job entail? Key Responsibilities Report to Chief Strategy Officer of USQ. Lead the drafting and assembly of insurance and reinsurance policies, working with the legal and Underwriting teams to ensure accuracy, completeness, and compliance with carrier and regulatory requirements. Expand on and develop new operational processes supporting structured insurance underwriters, with a focus on policy administration systems, policy documentation, and underwriting workflows. Affect compliance with guidelines internal policies and guidelines, and with applicable law and regulations. Manage operational processes for quoting, binding, and issuing insurance quotes, binders, policies (including reinsurance) for structured insurance business with multiple carriers, with a focus on policy assembly and issuance Work with carriers, brokers and underwriters to assure that structured insurance underwriting operations activities are timely performed and stakeholders' needs are addressed. Ensure operational compliance processes for the quoting, binding, and issuance of structured insurance policies (including reinsurance), including applicable surplus lines law and regulation with respect to USQ's pertaining USQ's activities. Manage economic and risk performance reviews of insureds (including reinsureds) and assist with all related insurance and reinsurance change activities. Assure that premium invoicing, collection, and returns are accurate, timely, and properly recorded. Manage data collection and input with policy administration systems and ensure data continuity across operations, finance, and underwriting functions. Communicate effectively with stakeholders, including brokers, agents, and clients, to maintain strong relationships. Develop and provide best-in-class service to all stakeholders. Leadership & Collaboration Provide mentorship and training to junior operations staff, ensuring technical excellence, adherence to goals and guidelines, and effective use of systems. Partner with internal teams to optimize processes and department and broader business goals. Qualifications This position requires technical expertise and experience in property and casualty underwriting operations, including a strong understanding on policy assembly and issuance requirements, and premium accounting processes. The successful candidate is comfortable with new concepts, ideas and processes, but brings business experience to help guide them. Some management skills are preferred. Licenses & Certifications: Chartered Property Casualty Underwriter (CPCU), Associate in Commercial Underwriting (AU) or Associate in Risk Management (ARM) is beneficial, but not required Technical/Functional Skills: · Data Analytics · Regulatory Knowledge · Leadership · Technical Proficiency Experience: Minimum 8 years of property & casualty underwriting and/or policy and premium operations experience - some exposure to structured insurance solutions is preferred. Education: Bachelor's degree required. Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment. How We Support Our Teammates Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them - and their family members - achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more. The target salary range for this position is $120,000.00 - $150,000.00 annually. The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website ***************************** We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at ************* The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Crum & Forster (C&F), with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A+" (Superior) by AM Best and is proud of our superior customer service platform. Our claims and risk engineering services are recognized as among the best in the industry. Our most valuable asset is our people: more than 2000 employees in locations throughout the United States. The company is increasingly winning recognition as a great place to work, earning several workplace and wellness awards, including the 2025 Great Place to Work Award for our employee-first focus and our steadfast commitment to diversity, equity and Inclusion. C&F is part of Fairfax Financial Holdings, a global, billion dollar organization. For more information about Crum & Forster, please visit our website: ************** Job Description Seneca Insurance is a specialty property and casualty insurer, part of Crum & Forster (Fairfax Financial Holdings, Inc.), which takes a creative and disciplined approach to providing profitable insurance solutions. Our most valuable asset is our staff - 300+ employees, and growing, in locations throughout the United States - committed to delivering customized products with superior customer service. For more information about Seneca, please visit our website: ***************************** An Operations Specialist (Clerk/Clearance/Reports Desk) will learn all the functions that support our underwriting departments with the opportunity to gain insurance knowledge through self-study courses and formal training. It's an excellent entry level position to begin a career in the insurance industry. What you will do for C&F: * Conducts initial triage of new business applications, as well as, quality review the accuracy of submission entry previously entered in the clearance and reservation system. * Orders and screens multiple reports needed in the rating and underwriting processes such as D&B, Motor Vehicle reports, loss history reports, Workers Compensation experience mods., Property Shark and business websites, etc. * Order premium audits from various vendors, monitor receipt of completed audits, work with underwriters and communicate with audit vendors if issues/questions arise * Creates conditional, non-renewal, cancellation, and/or other legal policy notices; following proper statutory time and mailing procedures. * Initiates the process for transactions such as new business, renewals endorsements and cancellations by creating tasks and assigning to the appropriate parties. * Electronically prints documents into the document retention system, page mark and label documents as appropriate adhering to corporate protocols. What you will bring to C&F: * Proficiency in Microsoft Office applications (Word, Excel, Outlook), experience with ImageRight not required but a plus * Solid verbal and written communication skills * Ability to work in a fast paced environment * High school diploma and 1+ years of insurance industry experience required. * Will abide by departmental policies and procedures, including authority levels, to comply with C&F's risk management controls. What C&F will bring to you * Competitive compensation package * Generous 401K employer match * Employee Stock Purchase plan with employer matching * Generous Paid Time Off * Excellent benefits that go beyond health, dental & vision. Our programs are focused on your whole family's wellness, including your physical, mental and financial wellbeing * A core C&F tenet is owning your career development, so we provide a wealth of ways for you to keep learning, including tuition reimbursement, industry-related certifications and professional training to keep you progressing on your chosen path * A dynamic, ambitious, fun and exciting work environment * We believe you do well by doing good and want to encourage a spirit of social and community responsibility, matching donation program, volunteer opportunities, and an employee-driven corporate giving program that lets you participate and support your community At C&F you will BELONG If you require special accommodations, please let us know. We value inclusivity and diversity. We are committed to equal employment opportunity and welcome everyone regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. If you require special accommodations, please let us know For California Residents Only: Information collected and processed as part of your career profile and any job applications you choose to submit are subject to our privacy notices and policies, visit **************************************************************** for more information. Crum & Forster is committed to ensuring a workplace free from discriminatory pay disparities and complying with applicable pay equity laws. Salary ranges are available for all positions at this location, taking into account roles with a comparable level of responsibility and impact in the relevant labor market and these salary ranges are regularly reviewed and adjusted in accordance with prevailing market conditions. The annualized base pay for the advertised position, located in the specified area, ranges from a minimum of $39,900.00 to a maximum of $62,600.00. The actual compensation is determined by various factors, including but not limited to the market pay for the jobs at each level, the responsibilities and skills required for each job, and the employee's contribution (performance) in that role. To be considered within market range, a salary is at or above the minimum of the range. You may also have the opportunity to participate in discretionary equity (stock) based compensation and/or performance-based variable pay programs. #LI-AV1 #LI-Hybrid Responsibilities Seneca Insurance is a specialty property and casualty insurer, part of Crum & Forster (Fairfax Financial Holdings, Inc.), which takes a creative and disciplined approach to providing profitable insurance solutions. Our most valuable asset is our staff - 300+ employees, and growing, in locations throughout the United States - committed to delivering customized products with superior customer service. For more information about Seneca, please visit our website: ***************************** An Operations Specialist (Clerk/Clearance/Reports Desk) will learn all the functions that support our underwriting departments with the opportunity to gain insurance knowledge through self-study courses and formal training. It's an excellent entry level position to begin a career in the insurance industry. What you will do for C&F: - Conducts initial triage of new business applications, as well as, quality review the accuracy of submission entry previously entered in the clearance and reservation system. - Orders and screens multiple reports needed in the rating and underwriting processes such as D&B, Motor Vehicle reports, loss history reports, Workers Compensation experience mods., Property Shark and business websites, etc. - Order premium audits from various vendors, monitor receipt of completed audits, work with underwriters and communicate with audit vendors if issues/questions arise - Creates conditional, non-renewal, cancellation, and/or other legal policy notices; following proper statutory time and mailing procedures. - Initiates the process for transactions such as new business, renewals endorsements and cancellations by creating tasks and assigning to the appropriate parties. - Electronically prints documents into the document retention system, page mark and label documents as appropriate adhering to corporate protocols. What you will bring to C&F: - Proficiency in Microsoft Office applications (Word, Excel, Outlook),experience with ImageRight not required but a plus - Solid verbal and written communication skills - Ability to work in a fast paced environment - High school diploma and 1+ years of insurance industry experience required. - Will abide by departmental policies and procedures, including authority levels, to comply with C&F's risk management controls.

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Operations Specialist to their Corporate Synergies team in Philly Metro Region. We're looking for a BenefitsVIP Operations Specialist to help us keep our client experience seamless and accurate. In this full-time role, you'll work closely with our Operations Lead and Account Management team to ensure plan information is precise and up-to-date, empowering our BenefitsVIP Representatives to provide top-tier support. You'll also collaborate with our mobile app vendor to keep the BenefitsVIP Mobile platform current and user-friendly. This is a great opportunity to make a real impact on client experience. Essential Functions: Audit and maintain plan information for accuracy and completeness. Create and update Client Servicing Notes and Carrier Contacts. Partner with Account Management to verify and update plan details. Coordinate with our mobile app vendor to ensure accurate plan data on BenefitsVIP Mobile. Maintain data integrity through meticulous and efficient data entry. Support additional BenefitsVIP Operations tasks as needed. Competencies & Qualifications: Strong verbal and written communication skills. Exceptional attention to detail and accuracy in data entry. Ability to prioritize, take initiative, and meet deadlines in a fast-paced environment. Excellent organizational and time management skills. Collaborative team player with effective communication skills. Familiarity with benefits administration or employee benefits is a plus. Proficiency in Microsoft Office Suite and comfort with digital platforms. This range represents the estimated low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience. The range listed is just one component of FRP's total compensation package for employees. Pay Transparency Range$19-$21.50 USD Disclaimer: While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary. Equal Employment Opportunity (EEO): FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law. Benefits: FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

is onsite/in-person at our Court St. office in Rochester, NY. Multiple Overnight Openings Available! Schedule 1: Mon - Thurs: 10PM - 6:30AM, & Fri: 11:55PM - 8:30AM Schedule 2: Sun-Thurs : 10PM - 6:30AM *New hires will temporarily orient on days to start. Summary: Under general supervision of department management, the Production Floor Operations Specialist may support one or more areas of Production Operations. Assignments are determined based on need; shifts may include day, evening and/or overnight hours, with some including weekend coverage. NOTE: Incumbent will be notified 3 days ahead of any shift assignment adjustment. Essential Accountabilities: All Levels • Specific work activities are assigned daily based on work volumes and department need. • Observes safety and housekeeping standards in work area. Maintains appropriate files, records and equipment manuals. • Informs supervisor of equipment issues. • Consistently demonstrates high standards of integrity by supporting the Lifetime Healthcare Companies' mission and values, adhering to the Corporate Code of Conduct, and leading to the Lifetime Way values and beliefs. • Maintains high regard for member privacy in accordance with the corporate privacy policies and procedures. • Regular and reliable attendance is expected and required. • Performs other functions as assigned by management. Level I - Print • In accordance with established procedures, this position operates production printers and finishing equipment and maintains the Production Print equipment in accordance with manufacturers' specifications. Performs routine equipment maintenance such as adding toner and lubricant; contacts service to report any problems or to seek information. • Reviews job requests and prints on a timely basis; includes use of continuous feed and cutsheet devices; does not include wide format. Monitors the quality and completeness of jobs. Checks print quality and accuracy on a regular basis. Packages jobs, completes work orders, tickets, and delivery receipts as necessary and places in assigned areas. • Performs all basic bindery functions as noted on work order/job tickets. This may include folding, cutting, padding, punching, spiral or coil binding, collating, scoring, perforating, drilling, stitching or stapling, and laminating. • Operates several of the following pieces of equipment; hydraulic drill, power cutter, three-knife trimmer, stitcher/folder/collator, folder, die press, etc. • Equipment and Supplies: o Cleans and maintains equipment and work area following maintenance procedures and updates maintenance logs. o Monitors and manages inventory of print-related supplies such as paper, toner, developer, bindery and other machine-related supplies; orders and stocks as instructed by supervisor. • Performs basic tasks associated with floor copier maintenance, e.g., replace toner, deliver paper. Level I - Mail • Operates high-speed mail insertion equipment for small and large jobs. • Performs machine set up including postage rates to ensure envelopes are metered accurately for all qualified mail. Hand stuffs mail pieces that are rejected due to jams, collation errors, etc. • Runs bar code sorter with minimal support including loading mail, sweeping bins, tagging and sleeving trays for delivery to post office. • Performs duties for presort mail preparation to include manual assembly, bundling, sacking, puts into tray, palletizes and operates automated letter sorter and flat sorting equipment; generates required documentation, electronically submits files to the Post Office and stages completed material for delivery to the Post Office. • Operates automated pallet wrapper without assistance. • Monitors and manages inventory of mailing supplies (ink, envelopes, postage, pallets, trays, sleeves, tubs, labels, etc.), and notifies supervisor when inventory demands. Level II (in addition to Level I Accountabilities) • Utilizes inserter with no assistance. • For Bindery: o Highly skilled at equipment set up for basic and complex jobs. o Troubleshoots equipment issues on all bindery equipment. o Processes handwork assembly according to specifications as well as packages jobs; completes work orders, tickets, and delivery receipts as necessary and places in their assigned areas. • Performs advanced tasks associated with floor copier maintenance, e.g., troubleshooting, jams. • Processes basic wide-format print jobs. • Aids other departments when a machine is inoperable (may do hand stuffing, fill supply orders, etc.) • May operate corporate van and truck to make deliveries to designated locations. Loads, unloads, sorts, stages material for and at each location. Operates the truck that requires the use of manual and electric pallet jacks. Level III (in addition to Level II Accountabilities) • Opens and closes bar code sorter. • Serves as a subject matter expert on all Production Operations machines and go-to person when management is off site. • Processes all complex print and mail jobs that are submitted. • Performs duties related to operation and maintenance of the High-Definition Full Color digital press per documented procedures. o Performs daily and/or scheduled maintenance to keep the press operating at peak performance depending on usage/volume and manufacturers recommended intervals. This includes cleaning the equipment and checking supply levels. o May perform any or all of the following tasks at any given time: Interprets job order requirements and determines production methodology. Relates solution knowledge to customer's business needs and environment. Performs file conversions, storage and retrieval. Recommends modifications to existing customer documents to maximize its impact using color. Sets-up and manages the digital front-end processor of color products. Preflight checking and error correction of files. Adjusts the color in the images and graphics of files using CMYK or RGB adjustments. Validates or adjusts the manufacturing layout & imposition of files. Generates color proofs and troubleshoots production color process issues (e.g., color quality and image quality). Makes image quality and productivity recommendations. Identifies and engages appropriate resources for problem resolution. Ensures resources are available during normal working hours to assure quick resolution of production or technical problems and maximize up time. Collaborates with onsite personnel as required to enable job throughput. • Performs duties of automated and manual insertion per documented procedures in priority order in accordance with job requests or job tickets, to include the operation of the direct mail metering equipment. • Performs duties of production quality clerk; completes quality reviews, processes postproduction pulls, balances accountable output with provided documentation and supporting business releases and moves all output to appropriate areas. • Performs fulfillment duties; processes incoming orders (pick and pack), packages and ships accordingly. Completes document scanning and verifies results. Minimum Qualifications: NOTE: We include multiple levels of classification differentiated by demonstrated knowledge, skills, and the ability to manage increasingly independent and/or complex assignments, broader responsibility, additional decision making, and in some cases, becoming a resource to others. In addition to using this differentiated approach to place new hires, it also provides guideposts for employee development and promotional opportunities. All Levels • High school diploma, vocational education, or GED required. • Background in printing and mailing is helpful. • Knowledge of the operation of computer workstations including software commands, touch screen or mouse, storage and manipulation of information. • Ability to prioritize assignments, work independently and possess strong organizational skills. • Some shifts may require Valid Class D driver's license and clean driving record. Level II (in addition to Level I Qualifications) • Experience/background in Printing and Mail Operations. • Ability to work on multiple Production machines throughout the Production Floor. • Familiarity with copy machines a plus. Level III (in addition to Level II Qualifications) • Three or more years of experience in Production Operations. • Basic knowledge of color theory and computer literacy. • Proficient in operating all machines on Production Floor. • Understanding of substrates and finishing operations required. • Experience as a team lead on a Production Floor preferred. Physical Requirements: • Excellent manual dexterity. • Ability to lift up to 90 lbs. ************ In support of the Americans with Disabilities Act, this job description lists only those responsibilities and qualifications deemed essential to the position. Equal Opportunity Employer Compensation Range(s): Level I (N3): Minimum: $18.55/hr - Maximum: $26.90/hr The salary range indicated in this posting represents the minimum and maximum of the salary range for this position. Actual salary will vary depending on factors including, but not limited to, budget available, prior experience, knowledge, skill and education as they relate to the position's minimum qualifications, in addition to internal equity. The posted salary range reflects just one component of our total rewards package. Other components of the total rewards package may include participation in group health and/or dental insurance, retirement plan, wellness program, paid time away from work, and paid holidays. Please note: There may be opportunity for remote work within all jobs posted by the Excellus Talent Acquisition team. This decision is made on a case-by-case basis. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. Salary Range $45,400.00 - $74,900.00 Target Openings 2 What Is the Opportunity? Under moderate supervision, this position is responsible for partnering with claim professionals to assist customers. Responsibilities within the team include building customer relationships, completing financial transactions, updating and managing important business information, and handling numerous other duties and projects. This position does not manage others. As part of the hiring process, this position requires the completion of an online pre-employment assessment. Further information regarding the assessment including an accommodation process, if needed, will be provided at such time as your candidacy is deemed appropriate for further consideration. What Will You Do? * CUSTOMER ENGAGEMENT: Serves as a customer service representative for the claim department by promptly and professionally addressing customer questions and concerns, which may include: Triage and route callers to the appropriate department; Answers claim status and payment questions. * CLAIM OPERATIONAL SERVICE AND PARTNERSHIPS: Partners with claim professionals in multiple departments to assist with the timely resolution of claims, which may include: Properly documents claim files, including notes and diaries, Requests reports and records, and reviews medical bills, mail and wage statements. Prints and prepares claim documents for legal and medical reviews. Reports and assigns claims, and transitions closed files to and from off-site storage. Receives, sorts, scans, and uploads incoming mail, and processes out-going mail. Orders, receives and distributes supplies and/or equipment. * CLAIM PAYMENTS AND EXPENSE PROCESSING: Ensures the proper handling of financial transactions to include: Processes and issues claim payments including outside vendor invoices, attorney expenses, and medical processing fees. Processes and documents returned checks, voided checks and credits. Ensures timeliness and accuracy of all check processing. * DATA AND INFORMATION MANAGEMENT: Maintains accurate records and information management, such as: Prepares, generates and reviews reports using the most effective technology. Updates data discrepancies identified in reports and systems. Uses management information data to prepare line of business or financial reports. Prepares operational reports for claim professionals and managers. Accurately documents pending and completed work activities using appropriate systems. * FINANCIAL CONTROLS AND ASSESSMENTS: Assists with claim center financial standards, including: Performs underlying controls and effectively communicates findings. Assesses the reasonableness of data as well as identifying discrepancies, including reconciliations. Assesses the effectiveness of financial controls. Prepares data entries in accordance with established standards. * May require lifting items up to 20 pounds (occasionally). * Other duties as assigned. * Perform other duties as assigned. What Will Our Ideal Candidate Have? * Experience utilizing computer technology such as Microsoft Office, e-mail, Web-enabled applications, and database software. * ACCOUNTABILITY: Takes ownership and responsibility for actions and outcomes, performance and results. * ANALYTICAL THINKING: Ability to analyze and compare information to understand issues and explore alternative solutions. * CHANGE MANAGEMENT/RESILIENCE: Ability to remain energized and focused in the face of ambiguity, change or strenuous demands. * COMMUNICATION SKILLS: Verbal and written communication skills. * JUDGMENT/DECISION MAKING: Ability to exercise sound judgment and make decisions. * RELATIONSHIP MANAGEMENT: Ability to seek out, build, foster and maintain productive working relationships to meet goals and achieve results. What is a Must Have? * High School Diploma or GED. * 1 year of service-related work experience OR Bachelor's Degree required. What Is in It for You? * Health Insurance: Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment. * Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers. * Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays. * Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs. * Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit *********************************************************

**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. **Job Category** Claim **Compensation Overview** The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. **Salary Range** $45,400.00 - $74,900.00 **Target Openings** 2 **What Is the Opportunity?** Under moderate supervision, this position is responsible for partnering with claim professionals to assist customers. Responsibilities within the team include building customer relationships, completing financial transactions, updating and managing important business information, and handling numerous other duties and projects. This position does not manage others. As part of the hiring process, this position requires the completion of an online pre-employment assessment. Further information regarding the assessment including an accommodation process, if needed, will be provided at such time as your candidacy is deemed appropriate for further consideration. **What Will You Do?** + CUSTOMER ENGAGEMENT: Serves as a customer service representative for the claim department by promptly and professionally addressing customer questions and concerns, which may include: Triage and route callers to the appropriate department; Answers claim status and payment questions. + CLAIM OPERATIONAL SERVICE AND PARTNERSHIPS: Partners with claim professionals in multiple departments to assist with the timely resolution of claims, which may include: Properly documents claim files, including notes and diaries, Requests reports and records, and reviews medical bills, mail and wage statements. Prints and prepares claim documents for legal and medical reviews. Reports and assigns claims, and transitions closed files to and from off-site storage. Receives, sorts, scans, and uploads incoming mail, and processes out-going mail. Orders, receives and distributes supplies and/or equipment. + CLAIM PAYMENTS AND EXPENSE PROCESSING: Ensures the proper handling of financial transactions to include: Processes and issues claim payments including outside vendor invoices, attorney expenses, and medical processing fees. Processes and documents returned checks, voided checks and credits. Ensures timeliness and accuracy of all check processing. + DATA AND INFORMATION MANAGEMENT: Maintains accurate records and information management, such as: Prepares, generates and reviews reports using the most effective technology. Updates data discrepancies identified in reports and systems. Uses management information data to prepare line of business or financial reports. Prepares operational reports for claim professionals and managers. Accurately documents pending and completed work activities using appropriate systems. + FINANCIAL CONTROLS AND ASSESSMENTS: Assists with claim center financial standards, including: Performs underlying controls and effectively communicates findings. Assesses the reasonableness of data as well as identifying discrepancies, including reconciliations. Assesses the effectiveness of financial controls. Prepares data entries in accordance with established standards. + May require lifting items up to 20 pounds (occasionally). + Other duties as assigned. + Perform other duties as assigned. **What Will Our Ideal Candidate Have?** + Experience utilizing computer technology such as Microsoft Office, e-mail, Web-enabled applications, and database software. + ACCOUNTABILITY: Takes ownership and responsibility for actions and outcomes, performance and results. + ANALYTICAL THINKING: Ability to analyze and compare information to understand issues and explore alternative solutions. + CHANGE MANAGEMENT/RESILIENCE: Ability to remain energized and focused in the face of ambiguity, change or strenuous demands. + COMMUNICATION SKILLS: Verbal and written communication skills. + JUDGMENT/DECISION MAKING: Ability to exercise sound judgment and make decisions. + RELATIONSHIP MANAGEMENT: Ability to seek out, build, foster and maintain productive working relationships to meet goals and achieve results. **What is a Must Have?** + High School Diploma or GED. + 1 year of service-related work experience OR Bachelor's Degree required. **What Is in It for You?** + **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment. + **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers. + **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays. + **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs. + **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice. **Employment Practices** Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit ******************************************************** .

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Operations Specialist to their Corporate Synergies team in Philly Metro Region. We're looking for a BenefitsVIP Operations Specialist to help us keep our client experience seamless and accurate. In this full-time role, you'll work closely with our Operations Lead and Account Management team to ensure plan information is precise and up-to-date, empowering our BenefitsVIP Representatives to provide top-tier support. You'll also collaborate with our mobile app vendor to keep the BenefitsVIP Mobile platform current and user-friendly. This is a great opportunity to make a real impact on client experience. Essential Functions: Audit and maintain plan information for accuracy and completeness. Create and update Client Servicing Notes and Carrier Contacts. Partner with Account Management to verify and update plan details. Coordinate with our mobile app vendor to ensure accurate plan data on BenefitsVIP Mobile. Maintain data integrity through meticulous and efficient data entry. Support additional BenefitsVIP Operations tasks as needed. Competencies & Qualifications: Strong verbal and written communication skills. Exceptional attention to detail and accuracy in data entry. Ability to prioritize, take initiative, and meet deadlines in a fast-paced environment. Excellent organizational and time management skills. Collaborative team player with effective communication skills. Familiarity with benefits administration or employee benefits is a plus. Proficiency in Microsoft Office Suite and comfort with digital platforms. This range represents the estimated low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience. The range listed is just one component of FRP's total compensation package for employees. Pay Transparency Range$19-$21.50 USD Disclaimer: While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary. Equal Employment Opportunity (EEO): FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law. Benefits: FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

All Boston Mutual employees who interact with our policyholders, our producers, and our BML associates embrace the principles of our brand and service philosophy. We are all brand ambassadors. Both our words and our behaviors matter. We share a common service philosophy and pride ourselves in living the BML brand promises every day, one interaction at a time.

All Boston Mutual employees who interact with our policyholders, our producers, and our BML associates embrace the principles of our brand and service philosophy. We are all brand ambassadors. Both our words and our behaviors matter. We share a common service philosophy and pride ourselves in living the BML brand promises every day, one interaction at a time. The following statements represent what Boston Mutual stands “FOR” - it is what makes us different and better in the market we serve. We are FOR being a progressive life insurance company dedicated to offering financial peace of mind to working Americans and their families. We are FOR providing practical and affordable products designed for those we serve. We are FOR making it easy to secure a level of financial protection with a portfolio of products - beginning with life insurance - via enrollment and billing options at the workplace. We are FOR providing a personalized customer experience to our policyholders and producers. We are FOR acting in the best interests of our policyholders, producers, employees and the communities in which we live and serve - representing the goodness of mutuality in all we do. We do our best to: Demonstrate a desire to assist Listen for understanding and respond empathetically Explain things in a manner that is easy to understand Be knowledgeable students of our business Take full ownership to resolve questions and issues Be professional, polite and courteous Leave our customers and associates “better than where we found them” The Issue Representative is responsible for setting up, data entering new applications, issuing, resolving agent concerns, responding to status emails, calls, quality reviewing applications and policies, while demonstrating the highest levels of service and professionalism in all they do. The Issue Representative is expected to: Oversee all newly submitted applications by collecting relevant information and verifying accuracy with all necessary forms. Data enter of new General Agencies' application submissions into the Tracker database. Export MIB, EFT and IDV/OFAC batch. Validate agent and hierarchy licensing state and company appointments using electronic system. Issue General Agency policies and process duplicate policy requests. Calculate premiums and check for accuracy and discrepancies. Assist agents with product quotes and illustrations. Follow up discrepancies with agent/broker. Handle complex policies, ALIS changes and transactions. Quality review applications and issued policies for accuracy and potential errors. Handle written and verbal communication with General Agency Producer, Policyholders and Home Office departments. Resolve agent concerns and answer inquiries. Responsible for incoming fax, mail and emails. Look for opportunities for improving workflow. Participation in team meeting, team goal setting, and team decisions. Must comply with privacy guidelines; will protect the privacy of customer information. Assist with policy assembly, checking, and mailing. Train and mentor new employees. Assist with updates to training manuals. Other duties and special projects as required. Qualifications Education: High School Diploma required. Some college preferred. Experience: Minimum of 2 years of business experience required. Knowledge Requirements: Excellent written/verbal communication skills. Strong organizational skills that reflect ability to perform and prioritize a high volume of multiple tasks seamlessly with excellent attention to context, substance and detail while meeting goals and strict deadlines. Strong ability to pay attention to detail Excellent interpersonal skills and the ability to effectively build and extend relationships. Shows initiative with a “can do attitude” and the ability to implement changes that will improve workflow. Strong computer skills using MS Office. Works well in a team environment and independently. Insurance knowledge is a plus. Hybrid Work Model At our Canton location, employees will be on site Monday - Thursday. At our Omaha location, employees will be on site 2 days per week. Boston Mutual is an equal opportunity employer, and does not discriminate on the basis of race, color, age, religious creed, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, disability, military service, veteran status, family status, pregnancy, or any other characteristic protected by federal or state laws. Boston Mutual is a drug-free workplace. #LI-Hybrid

Job Description All Boston Mutual employees who interact with our policyholders, our producers, and our BML associates embrace the principles of our brand and service philosophy. We are all brand ambassadors. Both our words and our behaviors matter. We share a common service philosophy and pride ourselves in living the BML brand promises every day, one interaction at a time. The following statements represent what Boston Mutual stands “FOR” - it is what makes us different and better in the market we serve. We are FOR being a progressive life insurance company dedicated to offering financial peace of mind to working Americans and their families. We are FOR providing practical and affordable products designed for those we serve. We are FOR making it easy to secure a level of financial protection with a portfolio of products - beginning with life insurance - via enrollment and billing options at the workplace. We are FOR providing a personalized customer experience to our policyholders and producers. We are FOR acting in the best interests of our policyholders, producers, employees and the communities in which we live and serve - representing the goodness of mutuality in all we do. We do our best to: Demonstrate a desire to assist Listen for understanding and respond empathetically Explain things in a manner that is easy to understand Be knowledgeable students of our business Take full ownership to resolve questions and issues Be professional, polite and courteous Leave our customers and associates “better than where we found them” The Issue Representative is responsible for setting up, data entering new applications, issuing, resolving agent concerns, responding to status emails, calls, quality reviewing applications and policies, while demonstrating the highest levels of service and professionalism in all they do. The Issue Representative is expected to: Oversee all newly submitted applications by collecting relevant information and verifying accuracy with all necessary forms. Data enter of new General Agencies' application submissions into the Tracker database. Export MIB, EFT and IDV/OFAC batch. Validate agent and hierarchy licensing state and company appointments using electronic system. Issue General Agency policies and process duplicate policy requests. Calculate premiums and check for accuracy and discrepancies. Assist agents with product quotes and illustrations. Follow up discrepancies with agent/broker. Handle complex policies, ALIS changes and transactions. Quality review applications and issued policies for accuracy and potential errors. Handle written and verbal communication with General Agency Producer, Policyholders and Home Office departments. Resolve agent concerns and answer inquiries. Responsible for incoming fax, mail and emails. Look for opportunities for improving workflow. Participation in team meeting, team goal setting, and team decisions. Must comply with privacy guidelines; will protect the privacy of customer information. Assist with policy assembly, checking, and mailing. Train and mentor new employees. Assist with updates to training manuals. Other duties and special projects as required. Qualifications Education: High School Diploma required. Some college preferred. Experience: Minimum of 2 years of business experience required. Knowledge Requirements: Excellent written/verbal communication skills. Strong organizational skills that reflect ability to perform and prioritize a high volume of multiple tasks seamlessly with excellent attention to context, substance and detail while meeting goals and strict deadlines. Strong ability to pay attention to detail Excellent interpersonal skills and the ability to effectively build and extend relationships. Shows initiative with a “can do attitude” and the ability to implement changes that will improve workflow. Strong computer skills using MS Office. Works well in a team environment and independently. Insurance knowledge is a plus. Hybrid Work Model At our Canton location, employees will be on site Monday - Thursday. At our Omaha location, employees will be on site 2 days per week. Boston Mutual is an equal opportunity employer, and does not discriminate on the basis of race, color, age, religious creed, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, disability, military service, veteran status, family status, pregnancy, or any other characteristic protected by federal or state laws. Boston Mutual is a drug-free workplace. #LI-Hybrid