Billing Representative jobs at UnitedHealth Group - 1209 jobs
Bilingual English and Japanese Customer Service Representative
Unitedhealth Group 4.6
Billing representative job at UnitedHealth Group
$1000 Sign-On Bonus for External Candidates
This position is National Remote. You'll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges.
Imagine being able to get answers to your health plan questions from someone who speaks the same language as you do.Or, the opposite, not being able to get the answers.At UnitedHealth Group, we want our customers to get those answers by speaking to one of our Bilingual Representatives.If you're fluent in English and Japanese, we can show you how to put all of your skills, your passions and your energy to work in a fast - growing environment.
At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and optimized. Ready to make a difference? Join us to start Caring. Connecting. Growing together.
The Customer Service Representative is responsible for handling all incoming Billing, Eligibility, benefits, claims, appeals and grievances calls, chat, e-mails and serving as the primary point of contact for departmental inquiries. This role provides expertise and customer service support to members, customers, and / or international providers through direct phone - based interactions, resolving a wide range of inquiries.
This position is full time (40 hours / week). Employees must be willing to work any shift in a 24 / 7 department, including weekends, holidays, and occasional overtime based on business needs.
We provide 12 weeks of paid training, which is mandatory (no PTO during this period). The hours during training will be 8:00am - 4:30 pm EST from Monday - Friday. After training is complete, your assigned shift will remain fixed. Training will be conducted virtually from your home.
Primary Responsibilities:
Ensures quality customer service for internal and external customers
Responds to incoming customer service requests, both verbal and written (calls, emails, chats)
Places outgoing phone calls to complete follow - up on customer service requests as necessary
Identifies and assesses customers' needs quickly and accurately
Solves problems systematically, using sound business judgment
Partners with other billing and eligibility department representatives to resolve complex customer service inquiries
Monitors delegated customer service issues to ensure timely and accurate resolution
Applies appropriate communication techniques when responding to customers, particularly in stressful situations
Informs and educates new customers regarding billing / invoicing set up and billing / payment procedures
Addresses special (ad - hoc) projects as appropriate
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:
High School Diploma / GED OR equivalent work experience
Must be 18 years of age OR older
1+ years of customer service experience with analyzing and solving customer problems
1+ years of experience with Windows personal computer applications which includes the ability to learn new and complex computer system applications
Bilingual fluency in English and Japanese
Must be willing to work any shift in a 24 / 7 department, including the flexibility to work weekends, holidays, and occasional overtime based on business needs
Preferred Qualifications:
2+ years of customer service experience in a call center environment
Experience in the healthcare industry
Telecommuting Requirements:
Ability to keep all company sensitive documents secure (if applicable)
Required to have a dedicated work area established that is separated from other living areas and provides information privacy
Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service (UHG requires a wired internet connection: cable, DSL, or fiber internet service with upload and download speeds suitable for the role and approved by operations. Minimum speed standard is 20mbps download / 5mbps upload. Wireless service such as satellite, hot spot, line of sight antenna cannot be used for telecommuting.)
Soft Skills:
Comfortable with communicating via email, chat, and phone calls to provide support and resolve inquiries
Understanding customer concerns accurately and responding appropriately
Using sound judgment to resolve issues systematically
*All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $17.74 - $31.63 per hour based on full-time employment. We comply with all minimum wage laws as applicable.
Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.
UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
#RED
$17.7-31.6 hourly 2d ago
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Customer Service Rep - Work From Home
American Income Life Ao 4.2
Newark, NJ jobs
About the job Customer Service Rep - Work From Home We are the only 100% union-label supplemental benefits provider in the world, proudly serving over 40,000 unions and associations internationally. For more than 60 years, we've specialized in delivering supplemental and permanent benefit solutions to hardworking families who rely on us for financial security.
Position Overview:
We are looking for motivated and service-oriented individuals to join our remote team. You'll work directly with union members who have requested benefits information, helping them understand their options and guiding them through the enrollment process.
Key Responsibilities:
Handle inbound and outbound calls with prospective clients
Set virtual appointments and conduct benefits presentations
Educate clients on available programs and coverage options
Complete applications and documentation with accuracy
Maintain high-quality service standards and client records
Participate in leadership training and development opportunities
What We're Looking For:
Excellent verbal communication and interpersonal skills
Positive, energetic attitude and professional demeanor
Strong customer service or sales background (preferred, not required)
Basic computer proficiency and ability to work in a digital environment
Team player who works well with all levels of the organization
Legally authorized to work in the U.S. or Canada
What You'll Receive:
Full benefits package after initial period
100% remote work - no commuting required
Flexible work schedule to fit your lifestyle
Weekly pay plus performance-based monthly bonuses
Annual incentive trips to destinations like Cancun, the Bahamas, Las Vegas, and more for top performers
Career development and fast-track promotion opportunities
If you're passionate about helping others, ready to grow in a supportive environment, and want a career that offers flexibility and high earning potential-apply today and take the first step toward a meaningful future.
$29k-37k yearly est. 1d ago
Customer Service Rep - Remote
American Income Life Insurance Company 4.2
California jobs
(DUE TO COVID-19 IN EFFORT TO EMBRACE SOCIAL DISTANCING THE COMPANY OVERVIEW WILL BE CONDUCTED ONLINE VIA ZOOM)
We are looking for an individual with great customer service skills for one of the main supplemental benefits companies in the nation for over 65 years! The Company is expanding in our territories and we are in immediate need of dedicated Benefits Representatives with ambitious goals.
Requirements
Excellent communication skills
Basic computer knowledge
Work ethics
Outgoing, fun & energetic with an upbeat personality
Accountability and coachability
Time management skills
Pass a criminal background check
Benefits (after 90 days)
Paid weekly ($70,000 - $75,000 1st year average)
Bonuses
Health Insurance Reimbursement
Life Insurance
Retirement Plan
Requirements:
Computer
Cell phone (unlimited long distance calling)
Access to Wifi
Powered by JazzHR
$28k-36k yearly est. 1d ago
CSR - Work From Home - Great Benefits
American Income Life Insurance Company 4.2
Lexington, KY jobs
We're hiring driven individuals with strong customer-focused skills to join a long-standing supplemental benefits organization that has supported working families for more than six decades. With our continued growth, we're looking for Benefits Representatives who are motivated, goal-oriented, and ready to step into a meaningful role.
Your Role
Guide clients through their benefit options and available programs
Provide accurate information and support regarding coverage
Stay informed on company offerings and policy updates
Review client needs to help them find efficient and affordable solutions
What You Bring
Background in customer service, sales, or similar roles is helpful
Strong relationship-building and communication abilities
Organized, adaptable, and able to manage multiple priorities
Positive attitude with professional presentation
Confident in both written and verbal communication
Ideal Candidates
Self-starters with a business-minded approach
Team players who excel in fast-paced environments
Individuals who communicate clearly and professionally
What You'll Receive
Comprehensive training and mentorship
Weekly earnings
Performance bonuses
Opportunity to build long-term residual income
Company-sponsored travel incentives
Fully remote work flexibility
If you're ready for a role with growth, stability, and purpose, submit your application and discover what makes our team stand out.
Powered by JazzHR
$25k-32k yearly est. 1d ago
Customer Service Rep - Work From Home
American Income Life Insurance Company 4.2
Fort Worth, TX jobs
(DUE TO COVID-19 IN EFFORT TO EMBRACE SOCIAL DISTANCING THE COMPANY OVERVIEW WILL BE CONDUCTED ONLINE VIA ZOOM)
We are looking for an individual with great customer service skills for one of the main supplemental benefits companies in the nation for over 65 years! The Company is expanding in our territories and we are in immediate need of dedicated Benefits Representatives with ambitious goals.
Requirements
Excellent communication skills
Basic computer knowledge
Work ethics
Outgoing, fun & energetic with an upbeat personality
Accountability and coachability
Time management skills
Pass a criminal background check
Benefits (after 90 days)
Paid weekly ($70,000 - $75,000 1st year average)
Bonuses
Health Insurance Reimbursement
Life Insurance
Retirement Plan
Requirements:
Computer
Cell phone (unlimited long distance calling)
Access to Wifi
Powered by JazzHR
$24k-31k yearly est. 1d ago
Personal Lines Insurance CSR
Summit Bridge Partners 4.5
Baltimore, MD jobs
Personal Lines Client Service Representative
A well-established insurance agency in Baltimore is seeking a proactive and detail-driven professional to join their personal lines team. This position is ideal for someone with a foundation in property and casualty insurance and a passion for providing excellent support to both internal teams and policyholders. You'll work closely with internal account managers, insurance carriers, and individual clients to ensure timely and accurate service for policies related to home, auto, and personal liability protection.
Key Responsibilities
Deliver responsive and high-quality service to clients via phone and email
Assist with the intake, processing, and follow-up for policy updates, changes, and new account setup
Maintain and update service records, documentation, and internal systems accurately
Support service team in reviewing incoming policy data and troubleshooting issues
Prepare routine correspondence, coverage summaries, and support documents
Respond to carrier and client information requests in a timely, professional manner
Help with premium comparisons, policy placement options, and remarketing efforts when needed
Qualifications
2+ years of insurance experience required (personal lines)
Active P&C license preferred but not required with the right experience
Strong written and verbal communication skills
Tech-savvy, detail-oriented, and organized
Team-first mentality with a proactive and collaborative attitude
Compensation & Benefits
Competitive base pay range of $50,000 to $70,000
Full benefits package including health, dental, vision insurance and retirement contributions
$50k-70k yearly 4d ago
Billing Specialist
American Senior Communities 4.3
Indianapolis, IN jobs
American Senior Communities is now hiring a Billing Specialist
The Billing Specialist provides support to our Hospice & Palliative service lines and serves as a resource for property questions and software support. This position handles all property paperwork including admissions, adjustments, co-insurance, preparing deposits, collections and submitting Medicare, Insurance and Medicaid billing.
Requirements
Prior experience in this line of business is required & familiarity with BrightTree software helpful.
Associates Degree; Or, Bachelors Degree in Finance, Accounting or Business Administration/Management preferred.
One to three years Business Office experience in a Long-Term Care setting.
Benefits and perks include:
Medical, vision & dental insurance with Telehealth option
401(k) retirement plan options
Paid Time Off (PTO) and holiday pay
Lucrative employee referral bonus program
Paid training, skills certification & career development support
Tuition reimbursement and certification reimbursement
Continued education opportunities through tuition discounts and program partnerships
Employee assistance program & wellness support
Retail, food & entertainment discounts and so much more
Full-Time and Part-Time Benefits may vary, terms and conditions apply
About American Senior Communities
Compassion, Accountability, Relationships and Excellence are the core values for American Senior Communities. These words not only form an acronym for C.A.R.E., but they are also our guiding principles and create the framework for all our relationships with customers, team members and community at large.
American Senior Communities has proudly served our customers since the year 2000, with a long history of excellent outcomes. Team members within each of our 100+ American Senior Communities take great pride in our Hoosier hospitality roots, and it is ingrained in everything we do. As leaders in senior care, we are not just doing a job, but following a calling.
$30k-44k yearly est. 1d ago
Customer Service and Sales Representative
HMSA 4.7
Kapolei, HI jobs
Performance
Meet established marketing plan goals, and achieve annual sales revenue and membership growth objectives by effectively promoting and closing prospective sales opportunities.
Perform quick and efficient transaction fulfillment of telephone calls or email from prospective or current HMSA employer groups and members.
Proactively promote HMSA and USAble product options and meet established HMSA and USAble sales goals.
Protect HMSA's market share through the successful renewal and retention of assigned accounts.
Document all prospect inquiries, outcomes, and follow up on sales enrollment opportunities via the telephone or in writing.
Prepare proposals for new small group, new individual plans, Medicare plans, plan upgrades, and additions and modifications to existing plans.
Support phone inquiries for senior plan sales during annual enrollment period.
Meet goals, sales and retention quotas, and minimum activity standards.
Relationships
Serve as the "face of HMSA" to provide HMSA products and servicing to our small business, individual plan, and Medicare plan customers.
Coordinate problem solving associated with group and member inquiries.
Manage internal and external customer relationships to ensure that employer/member product and servicing needs are identified and addressed.
Expand relationships with groups through the sale of new products.
All employees are assigned to health, and product fairs and public service events throughout the year, to represent HMSA at public events.
Administrative
Maintain accurate records of all account activity and provide management with a weekly report on sales opportunities, proposals, jeopardy/lost accounts, sales activities, and servicing issues.
Performs all other miscellaneous responsibilities and duties as assigned or directed.
#LI-Hybrid
$40k-45k yearly est. 2d ago
Customer Service Representative
The Phoenix Group 4.8
Los Angeles, CA jobs
We are seeking a Workplace Experience team member to provide exceptional service and operational support across multiple areas of the office. This role plays a central part in creating a seamless and welcoming environment for employees and guests alike. Responsibilities span from front desk and meeting space coordination to travel support and urgent communication needs.
Responsibilities
Create a welcoming and polished experience for employees, clients, and guests.
Deliver responsive, high-touch customer service in person, by phone, and through digital channels.
Collaborate with teammates to share responsibilities and maintain seamless operations.
Partner with other departments to direct inquiries and resolve issues efficiently.
Serve as a local resource for workplace requests, ensuring smooth handling of needs ranging from logistics to event coordination.
Safeguard sensitive and confidential information with the highest level of discretion.
Qualifications
At least 3+ years of relevant work experience
Excellent phone etiquette and excellent verbal, written, and interpersonal skills
Ability to multi-task, organize, and prioritize work
A customer-first mindset, with the ability to handle requests thoughtfully and professionally.
Initiative and sound judgment to manage situations independently when needed.
$33k-43k yearly est. 1d ago
Commercial Lines Customer Service Representative
Brown & Brown 4.6
Meridian, ID jobs
Brown & Brown is seeking a Commercial Lines Customer Service Representative to join our growing team in Meridian, ID!
The Commercial Lines Customer Service Representative is responsible for servicing Agency Bill and Direct Bill accounts, including invoicing, policy changes, coverage comparisons, and compliance documentation. This role supports client retention and growth through strong relationship management, identifying coverage gaps for upsell/cross-sell opportunities, and overseeing administrative tasks such as certificates, auto ID cards, and policy processing.
How You Will Contribute:
Provide service to existing clients via inbound calls, emails, and daily tasks
Make outbound phone calls to provide customer service
Quote and Bind insurance with various carriers for existing clients
Respond to requests for certificates of insurance or auto ID cards
Maintain a concern for timeliness and completeness on all service requests
Utilize an electronic filing manager to maintain documentation and compliance
Notate and file documents in our agency management system
Licenses and Certifications: P&C Licensed in Idaho
Skills & Experience to Be Successful:
High school diploma or equivalent required
Knowledge of Microsoft Office 365 (Outlook, Excel, OneNote, etc.)
Strong oral and written communication skills
Strong typing skills
Exceptional customer service and interpersonal skills
Demonstrated critical thinking and problem-solving skills
3+ years of Commercial Insurance experience
P&C license required or able to obtain within 90 days of hire
AMS360 experience
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
Health Benefits
: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits
: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness
: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits
: Paid Time Off, Holidays, Preferred Partner Discounts and more.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
The Power To Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
$28k-33k yearly est. 1d ago
Billing Specialist
The Phoenix Group 4.8
New York, NY jobs
Join a dynamic financial operations team supporting legal professionals and their clients. This role centers on managing client financial interactions, with a focus on invoicing, digital billing platforms, and payment tracking.
Key Responsibilities
Prepare and submit client invoices, including digital formats, ensuring precision and timeliness
Oversee billing workflows, monitor deadlines, and provide status updates on outstanding accounts
Review and interpret custom billing agreements with a critical eye for detail
Serve as a point of contact for internal stakeholders, resolving process-related issues and supporting system enhancements
Collaborate directly with designated legal professionals to manage account lifecycles-from initial setup through payment coordination and account reconciliation
Candidate Profile
At least 2 years of experience in billing within a legal or consulting environment
Familiarity with enterprise financial platforms (e.g., Elite 3E, Aderant, eBillingHub)
Exposure to international billing practices and currency variations is advantageous
Strong analytical skills for interpreting financial data and billing trends
Exceptional accuracy and ability to follow complex instructions
Professional communication skills across all organizational levels
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
$41k-56k yearly est. 3d ago
Client Account Representative II
Employee Benefits Corporation 4.4
Green Bay, WI jobs
Employee Benefits Corporation is hiring for a Client Account Representative II. The Client Account Representative II is the primary point of contact for a specific set of Employee Benefits Corporation's clients across all products and services and various brokers. This position utilizes internal resources to resolve various client inquiries, including moderately complex issues, via telephone and email. The Client Account Representative II is responsible for managing all customer contact to ensure timely resolution to inquiries and issues.
This person may work in our Middleton, WI office, fully remote (Wisconsin locations only), or a combination of the two depending on availability. Must be available for one day of onsite training and onboarding in person at our Middleton, WI office.
Responsibilities:
Serve as primary point of contact and organization resource for assigned clients and various brokers
Establish rapport and trust with all clients, ensuring a high quality and meaningful experience is delivered with every interaction
Obtain information from multiple systems and relay to clients and brokers in a seamless manner
Facilitate resolution of service issues of specific clients in a professional manner utilizing interpersonal skills including diplomacy, tact and a concern for the client's needs
De-escalate situations involving dissatisfied clients and brokers, offering patient assistance and support
Obtain and maintain current and ongoing product and regulation related knowledge at a level of proficiency to resolve complex client requests and inquiries
Collaborate and engage with organizational resources to ensure accurate and effective client data exchange, issue resolution and service
Respond to incoming inquiries and tasks from other departments in a timely, customer centric and professional manner
Required Qualifications:
Associate degree in Business or related field; may be substituted by two years directly related experience
Three years' experience in a customer-centric role
Experience providing customer service for a variety of products in the health care industry
Demonstrated subject matter expertise in Employee Benefits Corporation's product offerings or equivalent experience in the health care industry
Demonstrated effective listening, verbal and written communication skills, utilizing proper grammar, syntax and excellent business acumen
Ability to articulate relevant information in an organized and concise manner
Ability to remain calm when dealing with challenging clients
Demonstrated experience de-escalating client issues
Strong attention to detail and critical thinking skills to help manage difficult situations
Demonstrated ability to develop, maintain and foster relationships at all levels of the organization
Demonstrated ability to maintain a positive, empathetic and professional attitude internally and externally
Successful experience coordinating activities and tasks of a variety of resources towards a specific business goal
Strong organizational and time management skills with proven ability to multitask in a high paced environment
Self-motivated and able to resolve issues independently
Demonstrated ability to guide clients through troubleshooting and navigating various company systems and the mobile application
Computer proficiency in Windows-based applications along with a demonstrated ability to learn new software programs
Intermediate proficiency with Microsoft Outlook, Word and Excel
Previous experience working with a Customer Relationship Management system (CRM)
Preferred Qualifications:
Bachelor degree
We offer:
A friendly, collaborative team environment
A competitive compensation and benefits package that includes employee-ownership
Opportunities for personal and professional growth
Flexible scheduling to encourage and support a healthy work-life balance
More About Us:
Employee Benefits Corporation administers a variety of employee benefits, from IRS-approved, tax-advantaged plans to COBRA and state-regulated continuation administration through informative education materials, dedicated reporting, creative plan design and expert customer support. We work with benefit brokers and consultants, employers and HR administrators, and benefit plan participants to offer top-notch workplace benefits and customer service. As a 100% employee-owned company, we are committed to using our experience, knowledge, creativity and technology to ensure our customers' satisfaction with their plans and with our services. ?
Employee Benefits Corporation is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Our affirmative action program is available to any applicant or employee upon request.
If you need an accommodation as part of the employment process, please contact Human Resources via email at or via phone at .
$32k-40k yearly est. 4d ago
Customer Service Representative (4-40 needed)
Brightway Insurance 4.4
Jacksonville, FL jobs
Brightway Insurance is a leading property and casualty insurance distribution company with over 300 franchise locations in 35 states. We pride ourselves on delivering exceptional customer experiences and empowering our agents with innovative tools and support. We are currently seeking Customer Service Representative (CSR) to join our team
Position Summary:
As a CSR, you will play a key role in ensuring our clients receive excellent service and support. You'll assist both new and existing customers by answering questions, processing changes to policies, handling billing inquiries, and supporting sales efforts when needed.
Responsibilities:
Provide exceptional customer service to policyholders via phone, email, and in-person interactions
Assist clients with policy changes, billing inquiries, claims, and general insurance questions
Educate clients on available coverages, products, and discounts
Maintain accurate records in our CRM and carrier systems
Collaborate with agents and producers to ensure a seamless customer experience
Support retention efforts by identifying opportunities for cross-selling and upselling
Qualifications:
High school diploma or equivalent required; college degree a plus
4-40 Customer Service License required
1+ years of experience in insurance or a customer service-related role preferred
Strong communication and interpersonal skills
Detail-oriented with excellent organizational abilities
Proficient in Microsoft Office Suite and comfortable learning new software
Why Join Us?
Competitive salary plus performance bonuses
Opportunities for career growth and professional development
Supportive team environment
Work that makes a difference in people's lives
$27k-33k yearly est. 1d ago
Client Account Representative II
Employee Benefits Corporation 4.4
Madison, WI jobs
Employee Benefits Corporation is hiring for a Client Account Representative II. The Client Account Representative II is the primary point of contact for a specific set of Employee Benefits Corporation's clients across all products and services and various brokers. This position utilizes internal resources to resolve various client inquiries, including moderately complex issues, via telephone and email. The Client Account Representative II is responsible for managing all customer contact to ensure timely resolution to inquiries and issues.
This person may work in our Middleton, WI office, fully remote (Wisconsin locations only), or a combination of the two depending on availability. Must be available for one day of onsite training and onboarding in person at our Middleton, WI office.
Responsibilities:
Serve as primary point of contact and organization resource for assigned clients and various brokers
Establish rapport and trust with all clients, ensuring a high quality and meaningful experience is delivered with every interaction
Obtain information from multiple systems and relay to clients and brokers in a seamless manner
Facilitate resolution of service issues of specific clients in a professional manner utilizing interpersonal skills including diplomacy, tact and a concern for the client's needs
De-escalate situations involving dissatisfied clients and brokers, offering patient assistance and support
Obtain and maintain current and ongoing product and regulation related knowledge at a level of proficiency to resolve complex client requests and inquiries
Collaborate and engage with organizational resources to ensure accurate and effective client data exchange, issue resolution and service
Respond to incoming inquiries and tasks from other departments in a timely, customer centric and professional manner
Required Qualifications:
Associate degree in Business or related field; may be substituted by two years directly related experience
Three years' experience in a customer-centric role
Experience providing customer service for a variety of products in the health care industry
Demonstrated subject matter expertise in Employee Benefits Corporation's product offerings or equivalent experience in the health care industry
Demonstrated effective listening, verbal and written communication skills, utilizing proper grammar, syntax and excellent business acumen
Ability to articulate relevant information in an organized and concise manner
Ability to remain calm when dealing with challenging clients
Demonstrated experience de-escalating client issues
Strong attention to detail and critical thinking skills to help manage difficult situations
Demonstrated ability to develop, maintain and foster relationships at all levels of the organization
Demonstrated ability to maintain a positive, empathetic and professional attitude internally and externally
Successful experience coordinating activities and tasks of a variety of resources towards a specific business goal
Strong organizational and time management skills with proven ability to multitask in a high paced environment
Self-motivated and able to resolve issues independently
Demonstrated ability to guide clients through troubleshooting and navigating various company systems and the mobile application
Computer proficiency in Windows-based applications along with a demonstrated ability to learn new software programs
Intermediate proficiency with Microsoft Outlook, Word and Excel
Previous experience working with a Customer Relationship Management system (CRM)
Preferred Qualifications:
Bachelor degree
We offer:
A friendly, collaborative team environment
A competitive compensation and benefits package that includes employee-ownership
Opportunities for personal and professional growth
Flexible scheduling to encourage and support a healthy work-life balance
More About Us:
Employee Benefits Corporation administers a variety of employee benefits, from IRS-approved, tax-advantaged plans to COBRA and state-regulated continuation administration through informative education materials, dedicated reporting, creative plan design and expert customer support. We work with benefit brokers and consultants, employers and HR administrators, and benefit plan participants to offer top-notch workplace benefits and customer service. As a 100% employee-owned company, we are committed to using our experience, knowledge, creativity and technology to ensure our customers' satisfaction with their plans and with our services. ?
Employee Benefits Corporation is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Our affirmative action program is available to any applicant or employee upon request.
If you need an accommodation as part of the employment process, please contact Human Resources via email at or via phone at .
$32k-39k yearly est. 4d ago
Client Account Representative II
Employee Benefits Corporation 4.4
Milwaukee, WI jobs
Employee Benefits Corporation is hiring for a Client Account Representative II. The Client Account Representative II is the primary point of contact for a specific set of Employee Benefits Corporation's clients across all products and services and various brokers. This position utilizes internal resources to resolve various client inquiries, including moderately complex issues, via telephone and email. The Client Account Representative II is responsible for managing all customer contact to ensure timely resolution to inquiries and issues.
This person may work in our Middleton, WI office, fully remote (Wisconsin locations only), or a combination of the two depending on availability. Must be available for one day of onsite training and onboarding in person at our Middleton, WI office.
Responsibilities:
Serve as primary point of contact and organization resource for assigned clients and various brokers
Establish rapport and trust with all clients, ensuring a high quality and meaningful experience is delivered with every interaction
Obtain information from multiple systems and relay to clients and brokers in a seamless manner
Facilitate resolution of service issues of specific clients in a professional manner utilizing interpersonal skills including diplomacy, tact and a concern for the client's needs
De-escalate situations involving dissatisfied clients and brokers, offering patient assistance and support
Obtain and maintain current and ongoing product and regulation related knowledge at a level of proficiency to resolve complex client requests and inquiries
Collaborate and engage with organizational resources to ensure accurate and effective client data exchange, issue resolution and service
Respond to incoming inquiries and tasks from other departments in a timely, customer centric and professional manner
Required Qualifications:
Associate degree in Business or related field; may be substituted by two years directly related experience
Three years' experience in a customer-centric role
Experience providing customer service for a variety of products in the health care industry
Demonstrated subject matter expertise in Employee Benefits Corporation's product offerings or equivalent experience in the health care industry
Demonstrated effective listening, verbal and written communication skills, utilizing proper grammar, syntax and excellent business acumen
Ability to articulate relevant information in an organized and concise manner
Ability to remain calm when dealing with challenging clients
Demonstrated experience de-escalating client issues
Strong attention to detail and critical thinking skills to help manage difficult situations
Demonstrated ability to develop, maintain and foster relationships at all levels of the organization
Demonstrated ability to maintain a positive, empathetic and professional attitude internally and externally
Successful experience coordinating activities and tasks of a variety of resources towards a specific business goal
Strong organizational and time management skills with proven ability to multitask in a high paced environment
Self-motivated and able to resolve issues independently
Demonstrated ability to guide clients through troubleshooting and navigating various company systems and the mobile application
Computer proficiency in Windows-based applications along with a demonstrated ability to learn new software programs
Intermediate proficiency with Microsoft Outlook, Word and Excel
Previous experience working with a Customer Relationship Management system (CRM)
Preferred Qualifications:
Bachelor degree
We offer:
A friendly, collaborative team environment
A competitive compensation and benefits package that includes employee-ownership
Opportunities for personal and professional growth
Flexible scheduling to encourage and support a healthy work-life balance
More About Us:
Employee Benefits Corporation administers a variety of employee benefits, from IRS-approved, tax-advantaged plans to COBRA and state-regulated continuation administration through informative education materials, dedicated reporting, creative plan design and expert customer support. We work with benefit brokers and consultants, employers and HR administrators, and benefit plan participants to offer top-notch workplace benefits and customer service. As a 100% employee-owned company, we are committed to using our experience, knowledge, creativity and technology to ensure our customers' satisfaction with their plans and with our services. ?
Employee Benefits Corporation is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Our affirmative action program is available to any applicant or employee upon request.
If you need an accommodation as part of the employment process, please contact Human Resources via email at or via phone at .
$32k-39k yearly est. 4d ago
Insurance Analytics Specialist (Actuary)- Tec...
Lockton Companies 4.5
San Francisco, CA jobs
Insurance Analytics Specialist (Actuary)- Technology Ris...
San Francisco, California, United States of America
Insurance Analytics Specialist (Actuary)- Technology Ris...
San Francisco, California, United States of America
At Lockton, we're passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We're active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
About the Position
Lockton is a global professional services firm with 6,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. To see the latest insights from Lockton's experts, check Lockton Market Update .
A few of the reasons Associates love working at Lockton include:
Opportunities for growth and advancement, including paid training and professional development
12-week paid parental leave
A huge emphasis on community involvement
Frequent athletic and wellness events
Incredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary!
We seek an experienced Insurance Analytics Specialist/Actuary to join our team. In this role, you will be part of an engaging and dynamic brokering team building insurance products that uses creative analytics solutions to advocate for our clients. You will also serve as the daily liaison between our account team and our internal analytics partners, ensuring data completeness and quality, as well as managing workflow and work quality. The ideal candidate will have a strong foundation in insurance analytics, a solid understanding of fundamental insurance concepts, and the ability to transform complex data into actionable insights.
Key Responsibilities
Advanced Analytics for Bespoke Analysis
• Perform sophisticated analytical research on specialized insurance topics, including innovative initiatives in autonomy and actuarial research
• Design and implement analytical models to evaluate risk factors, pricing implications, and coverage considerations for specialized insurance scenarios
• Translate complex insurance data into meaningful insights that drive strategic decision-making
• Develop data visualization tools to communicate analytical findings to stakeholders at various levels effectively
• Research industry trends and emerging risks to provide proactive recommendations on underwriting approaches
• Support internal analytics initiatives by applying statistical techniques to uncover patterns and relationships within insurance data
Data Review and Workload Management with our internal Analytics partners
• Serve as the primary liaison between our team and internal analytics partners, anticipating their data requirements and questions
• Conduct comprehensive data validation checks to ensure completeness and accuracy
• Identify and resolve data discrepancies or missing elements independently
• Develop and implement standardized data preparation procedures to ensure efficient workload management, streamline the review process, and minimize delays
Qualifications
Required Qualifications
• Bachelor's degree in Analytics, Statistics, Actuarial Science, Finance, Economics, Insurance, or related field
• At least 4-6 years of experience in insurance analytics, data analysis, or a related role within the insurance industry
• Demonstrated understanding of fundamental insurance concepts, including supply/demand dynamics, loss components, and their interrelationships
• Proficiency in data analysis tools such as Excel, SQL, and Python
• Experience with data quality assurance processes and validation methodologies
• Strong analytical skills with the ability to interpret complex datasets and identify meaningful patterns
Preferred Qualifications
• Insurance industry certifications such as ACAS, CPCU, or ARM
• Experience working with claims data, policy information, and underwriting systems
• Background in predictive modeling or machine learning applications in insurance
• Knowledge of the forefront of technology innovations and related insurance implications
• Experience with data visualization tools like Tableau or Power BI
Skills and Competencies
• Exceptional attention to detail and commitment to data accuracy and integrity
• Strong critical thinking and problem-solving abilities to address complex analytical challenges
• Collaborate effectively across internal teams and external partners by understanding diverse stakeholder priorities and delivering solutions that align technical requirements with organizational objectives
• Excellent communication skills to adapt communication approaches and translate technical findings into business insights
• Self-motivation and the ability to work independently while managing multiple priorities
• Collaborative mindset with the ability to work effectively with cross-functional teams
• Advanced knowledge of insurance industry terminology, products, and regulatory considerations
Working Conditions
This full-time position primarily operates in an office environment. The role may require occasional travel to meet with partners or attend industry events. Some flexibility in work scheduling may be necessary to meet project deadlines.
Equal Opportunity Statement
Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learnsfrom, celebrates and thrives because of ourbreadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
About Lockton
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 12,500+ Associates doing business in over 140 countries are empowered to do what's right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
How We Will Support You
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
Manage Consent Preferences
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$39k-47k yearly est. 4d ago
Insurance Specialist
Bankers Life 4.5
Nashville, TN jobs
Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle and an opportunity to advance your career within a leadership role.
As an Insurance Professional, you will:
Build a client base by growing relationships with your network and providing guidance
Gain expertise through sponsored coursework and proprietary agent development training
Guide clients through important financial decisions using the latest software and our expansive product portfolio
Own your career by utilizing company sponsored leadership development programs to increase your potential for advancement to our mid or upper-level management roles
Build manage, and lead teams of Insurance Professionals
What makes a great Insurance Professional?
Strong relationship building and communication skills
Self-motivation to network and prospect for new clients, while demonstrating strong time management skills
A competitive and entrepreneurial spirit to achieve success both for yourself and others
The ability to present complicated concepts effectively
What we offer:
Highly competitive commission structure designed to grow with you
Passive income opportunities and bonus programs
Fully paid study programs for insurance licensing, SIE, Series 6, Series 63, CFP
Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
Flexible in-office schedules once you complete your agent training
Progressive advancement opportunities
Retirement savings program and more
Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************
$31k-41k yearly est. 1d ago
Accounts Receivable Representative
HMSA 4.7
Pearl City, HI jobs
Independently process group and direct payments received from walk-in members and groups while providing all customers with an exceptional customer-focused and positive HMSA Center experience. Ensure that the experience meets the customer's needs and exceeds their expectations. Communicate and promote HMSA's brand message and commitment to service excellence.
Effectively and independently analyze and research inquiries from customers (internal and external) relating to billing and payments processed by cashiers. Handle customer inquiries (internal and external) by responding to their needs quickly and efficiently. Requires broad understanding of HMSA's business, including the Hawaii Health Connector, HMSA online storefront, LRSP, QNXT, and ancillary systems. Provide quality service in line with HMSA's mission and vision.
Assist in bill production for individual subscribers and groups, including cycle billing and demand billing. Performs reconciliations and audits to ensure the billing system, A/R system, and electronic bill presentment system are in balance. Independently resolves any identified variances.
Process mailed-in group and direct payments from members and groups. Process rejected and unprocessed payments from Bank of Hawaii Lockbox. Process miscellaneous payments from other departments: Medicaid, Workshops, Administrative Services Only, Long Term Care, etc. Process medical refund checks (HMSA or other) mailed-in by members and providers. Process miscellaneous checks from Finance & Accounting units. Process member Automatic Dues Payment Set-up (DPS) and mailing notification letters. Process QNXT Unapplied Cash Payments. Balance and reconcile deposits, and record payments to various general ledger accounts.
Review and conduct analyses to assist the department in maintaining an efficient delinquency and cancellation process for individual subscribers and groups. Includes monitoring delinquent subscribers and groups, generating and mailing delinquency and cancellation letters, and ensuring that cancelled accounts are reconciled accurately.
Process routine enrollment and group or subscriber maintenance transactions submitted in the HMSA Centers.
Processes returned checks, agent fee bills, and issues petty cash. Balance cash daily and replenish till monthly. Record expenses to proper operating expense general ledger account. Make corrections as needed.
Performs all other miscellaneous responsibilities and duties as assigned or directed
$41k-46k yearly est. 2d ago
Personal Lines Account Specialist
The Yurconic Agency 2.8
Hamburg, PA jobs
About Us
Since 1969, The Yurconic Agency has been focused on protecting what matters most to their Greater Lehigh Valley community, with a wide array of personal, business, life & health, and specialty insurance, including vehicle registration and driver's license services. Headquartered in Allentown, PA, The Yurconic Agency has been one of the leading insurance providers for residents and businesses across Pennsylvania, New Jersey, New York, and Florida for over 50 years. The Yurconic Agency is first and foremost a family business. Our founders believed that they could improve the insurance industry and do better. Our employees continue this tradition by caring about the customer's needs and doing the right thing. The Yurconic Agency does our work the right way, always, to ensure a smooth experience for you.
Personal Lines Account Specialist
Position Summary:
The primary function of this role is to drive new business growth through high-volume sales of personal lines insurance products. This role focuses on engaging prospective clients through inbound calls, walk-ins, and appointments, while delivering knowledgeable and consultative service that meets clients' insurance needs. The successful candidate combines strong sales acumen with technical expertise, ensuring policy recommendations are accurate, compliant, and aligned with agency standards. The Account Specialist plays a key role in supporting agency growth objectives and strengthening client relationships.
Key Responsibilities:
Sales and Customer Acquisition
Responsible for high-volume personal lines insurance sales to new customers.
Answer incoming sales calls and assist walk-in clients, with or without scheduled appointments.
Present and explain insurance coverages to prospective clients, aligning options with their needs and budget.
Analyze insureds' current policies and counsel on coverage improvements.
Quoting and Application Processing
Gather necessary information to generate accurate quotations for customer application submissions.
Ensure all client documentation is collected, verified, and submitted in accordance with underwriting guidelines.
Client and Carrier Communication
Interface with carrier representatives and customers to facilitate effective communication.
Ensure all necessary information is shared with all parties in a timely and complete manner.
Follow up with clients and carriers to ensure timely binding, issuance, and policy delivery.
Administrative Support and Compliance
Maintain detailed records of client interactions and sales activity in the agency management system.
Adhere to internal procedures and state insurance laws and regulations.
Assist with other departmental duties as assigned by the Personal Lines Department Manager.
Qualifications:
High School Diploma required
Minimum of 3 years of personal lines insurance sales and/or account management experience
Current Pennsylvania Property & Casualty License required
Thorough understanding of brokerage operations and applicable insurance laws and codes
Familiarity with agency management systems, preferably AMS360 and ImageRight
Proficiency in Microsoft Office Suite, document management software, and carrier proprietary platforms
Strong sales orientation and ability to work independently in a target-driven environment
Outgoing personality with strong interpersonal and networking abilities
Excellent verbal and written communication skills
Minimal travel may be required
Hours: Monday-Friday, 9:00am-5:00pm EST (3 days), 9:00am-6:00pm EST (2 days), and one rotating Saturday per month, 9:00am-1:00pm EST
Office Location: 401 South 4th Street, Hamburg, PA 19526 (Strausser Agency)
Benefits:
Competitive Compensation plus commission
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.
$37k-49k yearly est. 1d ago
Accounts Receivable Representative - Blue Bell, PA
PMA Companies 4.5
Blue Bell, PA jobs
Back Accounts Receivable Representative #4689 Multiple Locations Apply X Facebook LinkedIn Email Copy Job Description:
This role will be responsible for premium receivable collections and reporting related to PMA Companies and will require collection management skills and customer service excellence.
Responsibilities:
Collection Management: Meet all departmental collection and processing standards for Insurance Company and TPA business segments; including research and analysis of billing and payment discrepancies and preparation of monthly collection action plans.
Broker Management: Ensure timely, accurate payment application and minimize late reporting.
Customer Service: Ensure prompt, complete, and professional communication with all stakeholders.
Financial Management: Research A/R reconciliation discrepancies, identifying the root cause and resolution to minimize future instances.
Prepare and distribute monthly billing statements with special handling requirements.
Approve the issuance of large claim payments for our TPA.
Enter TPA contract data in preparation for billing.
Prepare disbursement requests for client returns and broker commissions.
Demonstrate commitment to PMA's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work.
Requirements:
Bachelor's degree or at least 2 years of Accounts Receivable experience
Proficient with Microsoft Office suite
Strong oral and written communications skills
Excellent customer service orientation
Strong analytical, problem solving, and settlement skills
Strong organization and time management skills
Ability to work well collaboratively and independently