Assistant

by Irma Moore | Dec 31, 2024 | Uncategorized

Under the supervision of the Support and Service Team Manager, the Assistant provides clerical and administrative functions and support to Account Managers and Brokers.

Essential Functions

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job.

• Obtain and maintain your Property and Casualty License
• Provide phone coverage for the organization
• Become knowledgeable in programs and internal operations
• Become familiar with all departments and personnel
• Manage the Assistants email inbox accurately and in a timely manner
• Manage policy email inbox
• Prepare quotes to be sent out to agents/insureds
• Prepare finance agreements for direct insureds to accompany the quote
• Prepare Acord applications when necessary
• Complete Policy checks
• Prepare invoices for policies
• Provide transparency and documentation of all transactions within AMS
• Create state affidavits accurately and in a timely manner
• Request and obtain loss runs
• Ensure proper documents are prepared, received, and reviewed for submission.
• Assist with any internal or external surplus lines audits verifying transactions and documents
• Demonstrate ability to manage multiple priorities in a high-volume position, deliver timely and accurate work, and respond with a sense of urgency as required.
• Independently investigate research, and resolve issues that may arise during the invoicing, reconciliation, or payment processes.
• Self-directed with strong organizational, decision-making, and time management skills.
• Effectively works independently within a team construct, while supporting teamwork and achieving team goals.
• Be flexible with internal workflow and process changes and provide feedback.
• Coachable, willing to learn new skills and apply constructive feedback
• Ability to effectively and professionally communicate and build positive working relationships with all levels within the organization
• Organizes tasks efficiently to meet deliverables on time; notifies management when schedules cannot be met; recommends and implements alternatives/options to minimize delay.
• Exhibits an exceptional degree of ingenuity, creativity, and resourcefulness in decision-making and independent problem-solving
• Attend and participate in team meetings
• Handle correspondence with agents, insureds, and carriers
• Support and assist Account managers and Account Management leaders as necessary
• Support and provide backup to all administrative duties including retrieving mail from the office when necessary
• Work independently, take initiative, and work with little supervision
• Maintain regular and timely attendance
• Other duties as assigned

Competencies

• Demonstrate strong initiative, willingness, and ability to independently manage many changing tasks simultaneously
• Ability to thrive in an environment that requires: Self-management, accountability, and dependability
• Flexibility in a rapidly evolving company
• Results Orientation: demonstrates the ability to consistently deliver results by meeting deadlines and achieving goals
• Communication: effectively conveys information and ideas in concise and meaningful exchanges through written and verbal communication
• Teamwork/Collaboration: effectively develops relationships and encourages idea-sharing that facilitates the accomplishment of goals
• Initiative: proactively seeks opportunities to work outside of job scope to assist the department or cross-functional team and demonstrates the ability to go beyond what is required to achieve goals
• Personal Adaptability: demonstrates the ability to embrace change and effectively adjusts to new or altered processes within the business environment
• Influences cross-functional collaboration and problem-solving.
• Strong prioritization, interpersonal, problem-solving, and presentation skills
• Ability to juggle competing priorities.
• Demonstrated ability to function independently with deadlines and resource constraints.
• Ethical Conduct
• Customer/Client focus
• Stress Management/Composure
• Management and leadership skills
• Organized

Knowledge, Skills, and Abilities

• Consistency in follow-up with clients and co-workers
• Organized
• Flexible, patient, creative and resourceful
• Accuracy and an eye for detail
• Computer skills
• Written and verbal communication skills
• Perform and prioritize multiple tasks with ease
• Take personal accountability
• Regular and timely attendance
• Work well with co-workers and clients
• Communication skills including diplomacy, flexibility, confidentiality, and ability to maintain good team member relations.

Work Environment

This job operates in a professional office environment or a personal home. The role routinely uses standard office equipment such as a laptop, desktop, smartphone, photocopiers, shredders, and filing cabinets. The noise level in the work environment is usually moderate.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is required to use manual dexterity to handle, feel, and operate objects, tools, controls, and reach with hands and arms. This individual is frequently required to stand, talk, and hear. Specific vision abilities by this job include close vision and ability to adjust focus. The employee is required to type, file and lift office supplies up to 20 pounds.

Position Type/Expected Hours of Work

This position offers a flex start schedule. The regular start time of the shift is between 7:00 a.m. and 8:00 a.m., Monday – Friday. Employee must work 30 hours per week to maintain full time employment status. Occasional overtime is required.

Required Education and Experience

• High School diploma required
• 6+ months experience in surplus lines industry OR a valid P&C insurance license plus 8+ months of CSR or administrative support experience
• 6+ months computerized data entry experience required.
• 2 years’ experience in insurance industry
• Work experience in administration or accounting preferred.
• Experience using Word, Excel, and Outlook preferred.
• Additional Eligibility Qualifications
• Must maintain or get producer’s insurance license within 60 days of employment.

Why Veracity?

Here at Veracity, you’ll be part of a team of trailblazers and visionaries. We’re not just revolutionizing the way people “do” insurance; we are creating a whole new paradigm. Here, you will experience a vibrant and inclusive workplace where your ideas matter! With us, you have a chance to:

• Engage in groundbreaking projects that are reshaping the insurance landscape.
• Collaborate with a group of dedicated, like-minded professionals.
• Experience a culture that prioritizes growth and development.

Perks:

• Health, dental, and vision plans.
• Amazing work-life balance with 4 weeks of Paid Time Off.
• 9 Paid Company Holidays with 2 floating holidays.
• 401K Programs with employer match.
• Personal assistant programs for support in a healthy personal and work life.

Comp Range:  $20 – $24/hr 

We are proud to be an equal opportunity employer. We are committed to providing equal opportunities to all qualified applicants, regardless of race, color, religion, sex, national origin, disability, or any other legally protected characteristics. 

Client Financial Services Coordinator

by Irma Moore | Dec 31, 2024 | Uncategorized

This will be a remote role based out of the Banfield Pet Hospital headquarters in Vancouver, WA.

Starting Pay Rate: $19.50/hour with opportunities for merit increases (salary range: $18.50 – $20.38/hour).

Summary and Qualifications:

Communicate with Banfield clients, via inbound and outbound calls, who have past due payments for their Wellness Plans, NSFs, and/or outstanding hospital invoices to obtain account information, approval to collect the past due payments, and/or make acceptable payment arrangements.

Handle calls relating to Lost Pet and micro-chipping calls, hospital questions and general Wellness Plan questions from current and potential clients.

Essential Responsibilities and Tasks:

• Live and exemplify the Five Principles of Mars, Inc. within self and team.
• Notify Banfield clients via telephone and email regarding delinquent accounts for Wellness Plans, third party collections, NSF’s and/or hospital invoices.
• Use various collections techniques to negotiate and secure payment on accounts.
• Process and document future, current and past due transactions.
• Troubleshoot and resolve payment and account discrepancies.
• Document calls and resolutions using all appropriate systems, ensuring consistency in service.
• Assist hospital teams with Wellness Plan and non Wellness Plan financial information.
• Ensure the delivery of an exceptional client experience to both internal and external clients in every interaction.
• Educate associates and clients on business standards for Wellness Plans.
• Maintain client privacy, security and company confidentiality.
• Other job duties as assigned.

Special Working Conditions:

• Must be hardwired with a minimum 85mbs internet speed.
• Must have a quiet space to work.
• Ability to work at a computer for long periods of time. 
• Project timelines and work volume/deadlines may often require more than 40 hours per week to complete essential duties of this job.
• Must have mental processes for reasoning, remembering, mathematics and language ability (reading, writing, and speaking the English language) to perform the duties proficiently.
• Ability to carry out instructions furnished in written, oral, or diagram form and to solve problems involving several variables.
• Ability to stand, walk, stoop, kneel, crouch, and climb as well as manipulate (lift, carry, move) up to 50 pounds.
• Requires good hand-eye coordination, arm-hand-finger dexterity with the ability to grasp, and visual acuity to use a keyboard and operate necessary equipment.
• The noise level in the work environment is normally moderate.
• Environment where pets are present.

Experience, Education and/or Training:

• Associate’s degree is preferred, or the equivalent combination of education, training and experience that provides the required knowledge, skills, and abilities.
• One year of customer service (call center, retail, hospitality, etc.) experience is required.
• Excellent communication skills are required.
• The ability to multi-task, prioritize and manage time effectively is required.
• Strong client contact handling skills and active listening skills are required.

What We Offer – The Good Stuff:

• Competitive salary with paid time off & holidays so you can spend time with the people you love
• Medical, dental, and vision insurance for you and your loved ones
• Fertility and family-building assistance
• Paid Parental leave
• Practice Paid Basic Life Insurance
• Practice Paid Short- and Long-Term Disability
• Competitive referral program – join our team, bring your friends, and get paid*
• Automatic enrollment 401(k) Savings Plan after 60 days of employment with generous company match
• Commuter Benefits
• Legal Plan
• Health Savings Account & Flexible Spending Account
• Mental health support and resources
• Paid Volunteering
• Optimum Wellness Plans® for up to three pets
• Continuing Education allowance & MED hours for eligible positions
• Student Debt Relief (for full-time DVMs)
• A Variety of discounts including Mars, PetSmart, Royal Canin, fitness, cellular and so much more

Even More Good Stuff:

• Opportunities for growth and leadership roles at Banfield, Mars, and other divisions of Mars
• Health and well-being benefits to support quality of life
• Associate-led equity, inclusion, and diversity groups (we have 7 of them!)
• Awesome opportunities to volunteer through Mars Volunteer Program, like volunteering at coral reef cleanups or on research vessels!

*Terms and conditions apply

**Benefits eligibility is based on employment status

WE ARE A DRUG-FREE, SMOKE-FREE, EQUAL OPPORTUNITY EMPLOYER.

Banfield Pet Hospital® strongly supports and values the uniqueness of all individuals and promotes a work environment where diversity is embraced. Banfield Pet Hospital is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, genetic information, status as a protected veteran, or status as a qualified individual with disability. Banfield Pet Hospital complies with all applicable federal, state and local laws governing nondiscrimination in employment in every Banfield location. #FT

Associate Pricing Analyst

by Irma Moore | Dec 31, 2024 | Uncategorized

Responsibilities

Hexagon’s Asset Lifecyle Intelligence (ALI) Division is seeking an Associate Pricing Analyst for our Madison, AL office within the Order Management & Service Center organization. Products and pricing are established and maintained in Salesforce using Apttus CPQ (Configure Price Quote) functionality. Candidate should have technical experience in the capabilities and functionalities of the Salesforce.com platform, and a proven track record of driving best practices and processes. Individuals in this position work remotely under limited supervision with some latitude for independent judgement. Individuals may be required to work in the Madison, AL office as requested.
 

•    Works with Sales/Marketing and Finance to correctly implement product portfolio and established pricing programs aligned with product/sales strategy and revenue recognition requirements.
•    Creates/administers pricing databases and coordinates implementation of pricing proposals across the organization. 
•    Implementing, testing, and managing global, local, and customer-specific products and pricing in Apttus CPQ.
•    Manages product releases, which includes packaging, licensing, product export classification, and other related tasks.
•    Provide prompt support to Sales and Order Management Teams to resolve issues with products and pricing in Salesforce.
•    May serve as an administrator for internal web sites.
•    Create & maintain documentation, standardization, and look for ways to continuously improve processes and procedures.

Education / Qualifications

• Bachelor’s degree in Management Information Systems or Business related program (Finance, Accounting, Management, Economics, Marketing) or equivalent experience required with at least 1 year of hands-on experience with Salesforce implementations, testing & support.
•  Must be located within 200 miles of the Madison, AL office.
• Demonstrated ability to learn and embrace new technologies, applications, and solutions.
• Experience documenting and analyzing processes, procedures, and/or policies.
• Self-motivated, flexible, team player with solid multi-tasking, time management & organization expertise with the ability to manage multiple and often changing priorities.
• Attention to detail with the ability to analyze and solve complex problems as well as provide documentation, guidance and instruction to users.
• Excellent verbal and written communication skills; ability to communicate effectively with different levels within the organization as well as collaborate with cross-functional business partners and technical teams.
• Salesforce.com Administrator and Apttus CPQ Certification is preferred, but not required.
• Functional knowledge of Quote-To-Cash, Configuration, Product catalog/modeling, Pricing and Quoting functionality is preferred, but not required

#LI-PB1

#LI-Remote

About Hexagon

Hexagon is a global leader in digital reality solutions, combining sensor, software and autonomous technologies. We are putting data to work to boost efficiency, productivity, quality and safety across industrial, manufacturing, infrastructure, public sector, and mobility applications. 
 
Hexagon’s Asset Lifecycle Intelligence division helps clients design, construct, and operate more profitable, safe, and sustainable industrial facilities. We empower customers to unlock data, accelerate industrial project modernization and digital maturity, increase productivity, and move the sustainability needle. 
 
Our technologies help produce actionable insights that enable better decision-making and intelligence across the asset lifecycle of industrial projects, leading to improvements in safety, quality, efficiency, and productivity, which contribute to Economic and Environmental Sustainability. 
 
Hexagon (Nasdaq Stockholm: HEXA B) has approximately 25,000 employees in 50 countries and net sales of approximately 5.4bn EUR. Learn more at hexagon.com and follow us @HexagonAB. 

Why work for Hexagon?

At Hexagon, if you can see it, you can do it. Hexagon’s Asset Lifecyle Intelligence division puts their trust in you so that you can bring your ideas to life. We have emerged as one of the most engaged and enabled workplaces*. We are committed to creating an environment that is truly supportive by providing the resources you need to fully support your ambitions, no matter who you are or where you are in the world. 
 
* In the recently concluded workplace effectiveness survey by Korn Ferry, a global HR advisory firm, Hexagon, Asset Lifecycle Intelligence division has emerged as one of the most Engaged and Enabled workplaces, when compared to similar organizations that Korn Ferry partners with. 

Everyone is welcome

At Hexagon, we believe that diverse and inclusive teams are critical to the success of our people and our business. Everyone is welcome—as an inclusive workplace, we do not discriminate. In fact, we embrace differences and are fully committed to creating equal opportunities, an inclusive environment, and fairness for all. 
 
Respect is the cornerstone of how we operate, so speak up and be yourself. You are valued here. 

Sr Recordkeeper

by Irma Moore | Dec 30, 2024 | Uncategorized

Together we fight for everyone’s opportunity for a better financial future.

We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now

Profile Summary:

Provides service and administrative support to larger/more complex defined contribution plan clients. 

Please Note:  Work location for this role is FLEXIBLE! This position allows 100% remote work from home

Profile Description:

• Responds to client requests for information.
• Resolves client administrative or service problems.
• Ensures that all transactions are processed according to the company’s and the client’s standards.   Processes transactions to complete plan valuation such as contributions, loans, withdrawals, and earnings allocations.  Formats and loads data.
• Performs and analyzes tests required for defined contribution plans and plan design issues i.e. discrimination testing.   Requests and interprets data, presents results to clients, and makes recovery recommendations.
• Reconciles trust accounting/recordkeeping system on a plan level.   Reconciles plan balances to trust balances through daily balancing, adjustment analysis, preparing reconciliation reports, and analysis by transaction type. 
• Coordinates omnibus fund purchases and sales with third-party fund companies.
• Formats and produces client reports.  Produces valuation reports, participant statements, investment performance reports, and files necessary tax and compliance forms.
• Participates in client meetings and/or conference calls.  Maintains trustee relationships.   Discusses plan design issues, trust reconciliation issues, payroll consultation, and other services with clients.  
• Other duties as assigned
   

Knowledge & Experience:

• 4-6 years experience in record-keeping, 5500’s and employee benefits
• Strong PC skills, including spreadsheets and word processing
• Proven math and calculation aptitude
• Excellent written and verbal communication skills
• Ability to handle multiple priorities
• Knowledge of the IRS and DOL code sections applicable to Defined Contribution plans

Preferred Knowledge & Experience:

• Bachelor’s degree or equivalent

Compensation Pay Disclosure:

Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities.

The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.

Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. $33,770 – $56,270 USD

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That’s why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer

• Health, dental, vision and life insurance plans
• 401(k) Savings plan – with generous company matching contributions (up to 6%)
• Voya Retirement Plan – employer paid cash balance retirement plan (4%)
• Tuition reimbursement up to $5,250/year
• Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
• Paid volunteer time — 40 hours per calendar year

Learn more about Voya benefits (download PDF)

Critical Skills

At Voya, we have identified the following critical skills which are key to success in our culture:

• Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
• Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
• Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
• Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more about Critical Skills

Equal Employment Opportunity

Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Reasonable Accommodations

Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.

Payment Posting Representative-I (Medical Claims) – PFS (Remote)

by Irma Moore | Dec 30, 2024 | Uncategorized

Employment Type:

Full time

Shift:

Day Shift

Description:

POSITION PURPOSE

Work Remote Position

(Pay Range: $16.8185-$25.277)

Performs day-to-day payment posting reconciliation activities within the hospital revenue operations ($3-5B NPR) of an assigned  Patient Business Services (PBS) location. Serves as a member of the Payment Posting team at an assigned PBS location responsible for ensuring accurate billing, collections, and posting processes are followed. This position reports to the Supervisor Payment Posting.

ESSENTIAL FUNCTIONS

Knows, understands, incorporates, and demonstrates the Trinity Health Mission, Vision, and Values in behaviors, practices, and decisions.

Performs daily activities of the payment posting team handling the receipt, posting, and reconciliation all incoming cash payments as part of the revenue cycle process for an assigned PBS location.

Responsible for complete and accurate daily balancing of all incoming cash received versus cash posted to customer accounts to ensure all cash is appropriately applied.

Responsible for performing duties in a manner which promotes accurate, efficient and timely cash posting and reconciliation.

Provides detailed documentation of corrections regarding discrepancies, outstanding items and exceptions in appropriate system(s).

Tracks data on payment activity and related findings for supervisor.

Adheres to proactive practices, including cash posting of all incoming payments in a timely and accurate manner.

Performs all related cash posting processes to ensure such activities are submitted timely, tracked, trended and reported to key stakeholders. Provides additional information as needed.

Other duties as needed and assigned by the supervisor.

Maintains a working knowledge of applicable Federal, State, and local laws and regulations, Trinity Health’s Integrity and Compliance Program and Code of Conduct, as well as other policies and procedures in order to ensure adherence in a manner that reflects honest, ethical, and professional behavior.

MINIMUM QUALIFICATIONS

High school diploma or Associate’s degree in Accounting or Business Administration and successful completion of Trinity Health Trainee program as well as achievement of related program productivity and quality standards or at least one (1) year of experience and relevant knowledge of revenue cycle functions and systems within the banking industry or a hospital or clinic environment, a health insurance company, managed care organization or other health care financial service setting, performing medical claims processing, financial counseling, financial clearance, accounting, or customer service activities or an equivalent combination of education and experience. Some knowledge of health insurance and governmental programs, regulations, and billing processes, e.g., Medicare, Medicaid, Social Security Disability, Champus, Supplemental Security Income Disability, managed care contracts and coordination of benefits is highly desired.  Experience in a complex, multi-site environment preferred.

Excellent written and verbal communication skills and organizational abilities. 

Strong interpersonal skills in interacting with internal and external customers. 

Strong accuracy, attention to detail and time management skills. 

Proficiency of Microsoft Office, including Outlook, Word, PowerPoint, and Excel.

Ability to work independently and operate keyboard and telephone effectively.

Must be comfortable operating in a collaborative, shared leadership environment.

Must possess a personal presence that is characterized by a sense of honesty, integrity, and caring with the ability to inspire and motivate others to promote the philosophy, mission, vision, goals, and values of Trinity Health.

PHYSICAL AND MENTAL REQUIREMENTS AND WORKING CONDITIONS

This position operates in a typical office environment.  The area is well lit, temperature controlled and free from hazards. 

Incumbent communicates frequently, in person and over the phone, with people in all locations on product support issues. 

Manual dexterity is needed in order to operate a keyboard.  Hearing is needed for extensive telephone and in person communication. 

The environment in which the incumbent will work requires the ability to concentrate, meet deadlines, work on several projects at the same time and adapt to interruptions. 

Must be able to set and organize own work priorities and adapt to them as they change frequently.  Must be able to work concurrently on a variety of tasks/projects in an environment that may be stressful with individuals having diverse personalities and work styles. 

Must possess the ability to comply with Trinity Health policies and procedures. 

The above statements are intended to describe the general nature and level of work being performed by persons assigned to this classification. They are not to be construed as an exhaustive list of duties so assigned

Our Commitment to Diversity and Inclusion
 

Trinity Health is one of the largest not-for-profit, Catholic healthcare systems in the nation. Built on the foundation of our Mission and Core Values, we integrate diversity, equity, and inclusion in all that we do. Our colleagues have different lived experiences, customs, abilities, and talents. Together, we become our best selves. A diverse and inclusive workforce provides the most accessible and equitable care for those we serve. Trinity Health is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by law.