insurance associate

Alfa Insurance-Foley

Join Our Team at Alfa Insurance - Adams Cosby Agency: Insurance Sales ProducerAt Alfa Insurance - Adams Cosby Agency, we understand the importance of protecting what matters most to our clients. As a forward-thinking insurance agency, we are committed to delivering outstanding coverage and service. Our success is built on strong relationships with our clients, and we are looking for a motivated Insurance Sales Producer to help us grow and expand our client base.Position Overview:As an Insurance Sales Producer with Alfa Insurance, you will be at the forefront of our mission to provide premium insurance solutions to individuals and businesses. This is an office-based role, and you will spend most of your time engaging with referral partners such as real estate agents, homebuilders, mortgage loan originators, and other professionals in the community. We are here to support you every step of the way as you develop and nurture these valuable relationships.Key Responsibilities:<ul><li>Build and maintain relationships with referral partners, including real estate agents, homebuilders, mortgage loan originators, and other industry professionals.</li><li>Identify and pursue new business opportunities within the local community.</li><li>Meet with clients to assess their insurance needs and provide customized coverage solutions.</li><li>Collaborate with Agents for submissions and quoting.</li><li>Take advantage of the support from our licensed Agents who are specifically trained to handle and manage accounts.</li><li>Stay up-to-date on industry trends, insurance products, and regulations to offer clients informed advice.</li><li>Consistently achieve and exceed sales targets and performance goals.</li></ul>Qualifications:<ul><li>Current Alabama Property &amp; Casualty and Life producer's licenses.</li><li>Proven experience in sales.</li><li>Strong communication and interpersonal skills.</li><li>Excellent networking and relationship-building abilities.</li><li>Self-motivated and driven to succeed.</li><li>Ability to work both independently and as part of a team.</li><li>Strong organizational and time-management skills.</li><li>Willingness to learn and adapt in a fast-paced, ever-changing environment.</li></ul>Why Join Alfa Insurance - Adams Cosby Agency?At Alfa Insurance, we care about our team members and their success. We offer flexible work-life balance and opportunities for career growth and development. You&rsquo;ll be part of a supportive and empowering team that genuinely wants to see you succeed and make a meaningful impact on our clients' lives.We&rsquo;re here to support you every step of the way, even if you don&rsquo;t yet have your license!Benefits Include:<ul><li>Base Salary</li><li>Commission Structure</li><li>IRA with Company Match</li><li>3 Weeks Paid Time off and Holidays</li><li>Agency-Paid License Renewal and Continuing Education</li><li>Professional Development Assistance</li><li>Blue Cross Blue Shield health, dental, and vision</li><li>Company Sponsored Life Insurance</li></ul>If you&rsquo;re a motivated, goal-oriented individual who thrives in a client-focused, dynamic environment, we&rsquo;d love to hear from you. Join our team at Alfa Insurance - Adams Cosby Agency and make a significant impact while building a rewarding career.Apply today and take the first step toward a fulfilling future with us!Job Types: Full-time, PermanentPay: From $55,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: In person

Alfa Insurance - Associate Agent

Insurance Office of America

<div>Description
Job Description: 
Title: Senior Account Associate - Commercial Lines 
Work Mode: Remote (Central and Eastern Time Zones Only) | Location/Supporting: Kissimmee, FL | Book Focus: Agriculture, Construction, Contractors 
 
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations 
 
About the Role: Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer, ensuring production and quality standards are met while safeguarding against liability associated with errors and omissions. Independently resolve moderately complex customer service problems and manage small-sized accounts or those with the least complex needs. 
 
Key Responsibilities:<ul><li> 
Team Leadership: Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.</li></ul><ul><li> 
Policy Management: Track policy expirations for existing clients, ensuring renewals are processed accurately and on time.</li></ul><ul><li> 
Task Processing: Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters.</li></ul><ul><li> 
New and Renewal Business Support: Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.</li></ul><ul><li> 
Contract Review: Assist in reviewing contracts to ensure proper coverages are included.</li></ul><ul><li> 
Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances.</li></ul><ul><li> 
System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.</li></ul><ul><li> 
Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion.</li></ul><ul><li> 
Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues.</li></ul><ul><li> 
Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.</li></ul><ul><li> 
Policy Compliance: Stay updated on company policies and procedures.</li></ul><ul><li> 
Continuous Improvement: Seek and adopt best practices to improve individual and team performance.</li></ul><ul><li> 
Champion IOA Values: Demonstrate integrity and leadership.</li></ul> 
Ideal Candidate Qualifications:<ul><li> 
3+ years of customer service experience in the insurance industry</li></ul><ul><li> 
Thorough knowledge of insurance brokerage and client needs</li></ul><ul><li> 
Required active licensing, professional designation (CISR) preferred</li></ul><ul><li> 
Strong analytical, problem-solving, and decision-making skills</li></ul><ul><li> 
Exceptional customer service, communication, multitasking, and organizational skills</li></ul><ul><li> 
Proficiency in MS Office (Outlook, Word, Excel)</li></ul><ul><li> 
High School Diploma (or equivalent)</li></ul> 
 
What We Offer:<ul><li> 
Competitive salaries and bonus potential</li></ul><ul><li> 
Company-paid health insurance</li></ul><ul><li> 
Paid holidays, vacations, and sick time</li></ul><ul><li> 
401K with employer match</li></ul><ul><li> 
Professional growth and career progression opportunities</li></ul><ul><li> 
Respectful culture and work/family life balance</li></ul><ul><li> 
Community service commitment</li></ul><ul><li> 
Supportive teammates and a rewarding work environment</li></ul> 
 
What to Expect (Application Process):<ul><li> 
30-Minute Phone Screen, Online Assessments, and Interview(s)</li></ul>
Salary Range
The expected pay range for this position is 50-70K annually, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.</div>

Senior Account Associate- Commercial Insurance- Remote

Word & Brown Companies

<div><div>Purpose of Position: 
The Large Group Associate is a highly organized individual with excellent problem-solving skills and a strong passion for enhancing processes to support the achievement of the large group team&rsquo;s goals and drive greater efficiencies.</div><div> 
Essential Functions:<ul><li> 
Create Quote Comparison Spreadsheets: Develop and maintain accurate and up-to-date quote comparison spreadsheets for internal and client use.</li><li>
Audit Comparison Spreadsheets: Regularly review and audit quote comparison spreadsheets for accuracy and completeness.</li><li>
Develop and Support SOPs: Collaborate with the team to develop and update standard operating procedures to enhance efficiency and consistency.</li><li>
Support Census Conversions: Assist with census data conversions to ensure seamless transitions and data integrity.</li><li>
Proactive Renewal Support: Provide support for renewal processes, ensuring timely and accurate handling of client renewals.</li><li>
Membership Uploads and Audits: Oversee and support membership uploads and conduct audits to ensure data accuracy.</li><li>
Document Communication Files: Maintain organized documentation for all communications from brokers, carriers, and sales staff, ensuring that all information is accessible and up-to-date.</li><li>
Review Quote Processing: Review each quote case daily to ensure it is being processed correctly and in a timely manner. Communicate status updates to brokers and sales staff.</li><li>
Support Benchmarking Reports: Assist in the creation and maintenance of benchmarking reports, ensuring accurate and relevant data is used for analysis.</li><li>
Attendance and Punctuality: Ensure regular and punctual attendance as this is essential to the success of the role.</li><li>
Assist in Problem Resolution: Support the team in resolving any issues that arise during the course of work, working collaboratively with all involved parties.</li><li>
Perform Other Business Tasks: Undertake additional tasks or functions as assigned by the manager to support overall business objectives.</li></ul></div> 
</div><div><div>
Knowledge, Skills &amp; Abilities Required: 
<ul><li>
Strong attention to detail and analytical skills.</li><li>
Excellent organizational and time-management abilities.</li><li>
Proficiency with spreadsheet tools (Excel, Google Sheets, etc.).</li><li>
Experience in data analysis, auditing, or related fields preferred.</li><li>
Strong written and verbal communication skills.</li><li>
Ability to work independently and as part of a team.</li><li>
Problem-solving skills with a proactive approach.</li><li>
Prior experience in insurance or a related industry is a plus.</li><li>
Valid CA Driver's license and transportation is required.</li><li>
CA Health Insurance License Preferred</li>
Adhere to all PHI (Protected Health Information) and HIPAA (Health Insurance Portability and Accountability Act) guidelines 
<li>
</li></ul></div> 
<div>Educational Requirements: 
<ul><li>
High School Diploma required.
</li><li>College preferred or 2-3 years minimum of industry experience.</li></ul></div><div> 
Physical Requirements: 
Must be able to sit for extended periods of time, and occasional standing and walking. Must have adequate hearing for phone work. Vision requirements include close vision and the ability to adjust focus. Must be able to communicate effectively in English. Must be able to use a keyboard and other office equipment. Ability to lift up to 10 pounds occasionally.</div></div>

Large Group Associate

Wonder

<div>About Wonder
Everything&rsquo;s on the menu at Wonder. Except compromise.
Wonder is the mealtime platform built to feed every craving in one order. With Wonder, you can mix and match hundreds of dishes from 20+ exclusive restaurants in a single order, so everyone gets exactly what they&rsquo;re craving. Enjoy everything from tacos to Thai with $0 delivery fees, plus dine-in or pick up at a Wonder location near you. Each dish is made to order on-site by our culinary team and served hot.
Behind the scenes, Wonder owns and operates every step of the dining experience, from recipe development to the technology that powers our experience, allowing us to deliver quality, variety, and consistency at scale.
Join us as we work to make great food more accessible.
About The Opportunity
The Benefits Associate, reporting to the Sr Manager of Benefits, supports the day-to-day administration, accuracy, and compliance of Wonder&rsquo;s benefit programs. This role is responsible for managing vendor file feeds, auditing benefits data across systems, resolving employee coverage issues, supporting claims and funding processes, and ensuring payroll and enrollment accuracy. The ideal candidate is highly detail-oriented, proactive in identifying discrepancies, and comfortable coordinating across HR, Payroll, Accounting, vendors, and employees.
The Impact You Will Make
Benefits Administration &amp; Data Integrity<ul><li>
Monitor and reconcile benefit eligibility and enrollment data between Workday and vendor systems on a recurring basis, including medical, dental, vision, life, COBRA, HSA, and other benefit feeds.</li><li>
Review and investigate discrepancies in vendor file feeds; resolve issues and ensure corrections are processed accurately and promptly.</li><li>
Verify terminated employees are processed correctly in Workday and benefits systems. 
Closely review life events, new hire/rehire enrollments, and changes prior to approval for accuracy,</li><li>
Confirm 401(k) eligibility by validating work history across systems.</li></ul>
COBRA Administration<ul><li>
Review COBRA eligibility feeds and participant reports, including start dates and cancellations.</li><li>
Investigate cancellations to ensure individuals who require coverage remain active.</li><li>
Coordinate with COBRA vendors to correct eligibility or enrollment issues.</li></ul>
HSA &amp; Funding Oversight<ul><li>
Audit HSA payroll deductions and employer funding to ensure amounts align with elections and payroll data.</li><li>
Run funding audits across systems to identify participants who have not yet received HSA funding and coordinate allocation.</li><li>
Partner with vendors to ensure HSA funds are applied correctly and resolve discrepancies.</li></ul>
Payroll &amp; Financial Coordination<ul><li>
Review payroll reports and calculate arrears balances.</li><li>
Communicate arrears balances to employees and coordinate adjustments with Payroll.</li><li>
Track payroll adjustments and maintain documentation/logs prior to each pay period.</li><li>
Reconcile premium invoices for all benefit vendors and coordinate payments with Accounting.</li></ul>
Vendor &amp; Employee Support<ul><li>
Serve as a primary contact for vendors to resolve escalated claims, eligibility corrections, funding issues, and administrative discrepancies.</li><li>
Partner with insurance carriers and administrators to resolve employee claims and coverage issues.</li><li>
Support employees and families through life insurance claim processes in coordination with carriers.</li><li>
Provide employees with guidance and next steps for Evidence of Insurability (EOI) submissions and other benefits requirements.</li></ul>
What You Bring to the Table<ul><li>
2+ years of experience in HR, Benefits Administration, or related operations roles.</li><li>
Experience working with HRIS systems (Workday preferred) and benefits vendors.</li><li>
Strong attention to detail and analytical mindset with experience auditing data and reconciling discrepancies</li><li>
Willingness to learn and cross-train with LOA specialist.</li><li>
Ability to manage recurring operational processes while responding to employee needs</li><li>
Strong communication and cross-functional coordination skills</li><li>
Proficiency in Excel and reporting tools</li></ul>
As a matter of company policy, Wonder does not sponsor applicants for employment visa status for this role.
Our hybrid model requires 3 days a week in the office. That said, many team members choose to come in more often to take advantage of in-person collaboration and connection. You're welcome to be in the office up to 5 days a week if it works for you.
#LI-Hybrid
Illinois: $67,500 - $77,500 per year.
Wonder uses geographic-specific salary structures, which means the salary offered may vary depending on where the job is located. The final salary offer will take into account various factors, such as the candidate's skills, education, training, credentials, and experience.
Benefits
We offer a competitive salary package including equity and 401K. Additionally, we provide multiple medical, dental, and vision plans to meet all of our employees' needs as well as many benefits and perks that are not listed.
A Final Note
At Wonder, we build the best teams by hiring with an objective lens &mdash; evaluating people for their potential while championing diversity, equity, and inclusion. We do not discriminate based on race, color, religion, gender identity or expression, sexual orientation, national origin, age, military service eligibility, veteran status, marital status, disability, or any other protected class. As part of our commitment to fair and compliant hiring practices, Wonder participates in the federal government's E-Verify program to confirm employment eligibility. If you need an accommodation during the interview process, please let your recruiter know.
We look forward to hearing from you! We'll contact you via email or text to schedule interviews and share information about your candidacy.</div>

Benefits Associate

Glenmede Trust Company

<div>Empowering Financial Futures.
For more than 65 years, Glenmede&rsquo;s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment &amp; foundation, and investment management clients.
Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.
Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management.
To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.
This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA).
OVERVIEW:
Glenmede is seeking a motivated and client-service-oriented Fiduciary Associate to join our Fiduciary Practices Team. The Fiduciary Associate serves as a data integrity monitor across the trust administration life cycle. This role offers growth potential, with opportunities to develop domain expertise in fiduciary administration and advance within a collaborative and high-performing organization.
This position acts as a central point of contact and ambassador for the Fiduciary Practices Team among the broader organization. This is a visible role within Glenmede which requires attention to detail, a client service mindset and the ability to multi-task and prioritize.
RESPONSIBILITIES:
New Business Activity<ul><li>
Ensure fiduciary new business submissions are complete and conform to Glenmede&rsquo;s pre-acceptance policies.</li><li>
Coordinate with Client Onboarding Specialists to efficiently onboard new trust relationships.</li><li>
Partner with Business Development and Relationship Management colleagues to facilitate smooth additions and onboarding of trust relationships.</li><li>
Confirm completeness and consistency of fiduciary data after onboarding</li></ul>
Oversight and Reporting<ul><li>
Partner with beneficiary and co-trustee facing colleagues to support collection of data required for sound trust administration.</li><li>
Validate data related to trust administration to ensure adherence to Glenmede&rsquo;s policies and procedures.</li><li>
Ensure organization of required documentation to support trust administration.</li><li>
Maintain procedures to support compliance.</li><li>
Develop and maintain efficient reporting processes and controls.</li><li>
Recommend and implement enhancements to improve data quality and accuracy.</li></ul>
Special Projects<ul><li>
Track and support meeting project timelines, milestones and deliverables for fiduciary special projects.</li><li>
Identify opportunities to streamline administrative workflows.</li><li>
Support implementation of best practices in fiduciary practices group.</li><li>
Perform other duties as required by the position and assist with special projects.</li></ul>
REQUIRED QUALIFICATIONS:<ul><li>
Bachelor&rsquo;s degree required.</li><li>
Minimum3 years&rsquo; experience in administrative support.</li></ul>
PREFERRED QUALIFICATIONS:<ul><li>
Experience with data management, documentation, and reporting in a financial services or similarly regulated environment.</li><li>
Strong aptitude for tracking workflows, validating completeness and accuracy, and maintaining evidence to support audit and oversight requirements.</li><li>
Strong research and communication skills.</li><li>
Ability to communicate complex topics effectively, both orally and in writing, with clients, intermediaries and colleagues across the organization.</li><li>
Proficient with Microsoft Office applications.</li><li>
Experience in Salesforce.</li></ul>
Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com.
Our Benefits Overview:<ul><li>Competitive health and welfare benefits, including company HSA contributions</li><li>Numerous voluntary benefit choices available</li><li>Superior 401k match</li><li>Tuition reimbursement</li><li>Company subsidized commuter benefits</li><li>Generous paid time off, including parental leave</li><li>Plus more!</li></ul>
Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede&rsquo;s policy on equal employment opportunity, please visit https://www.glenmede.com/equal-opportunity-employer/.
** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.
#LI-Hybrid</div>

Management Associate, Fiduciary Practices

Skagit Regional Health

<div>Department: Insurance Verification SVH
 
Exempt: No
 
Schedule: DAYS - VARIABLE
 
Position Type: Full Time 0.6 FTE or More
 
FTE: 1.000000
 
Base Wage $22.96 to $33.31
 
Location: SRH Business Center
<div><div><div><div>The information described in this job description has been designed to indicate the general nature of the work performed. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
Other information: 
 
Job Summary
 
The information described in this job description has been designed to indicate the general nature of the work performed. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. Responsible for ensuring the pre-service administrative requirements are met for all scheduled appointments. Works effectively and cooperatively within the workplace. Location/Department specific tasks and competencies may apply.
 
 
Essential Functions
 
Document eligibility, benefit and authorization information in accordance with established guidelines. Initiate all insurance requirements for specific admission type in accordance with established guidelines. Verify prior authorizations and/or pre-service requirements are met prior to date of service for each service type. Refer self pay patients to Patient Financial Services in accordance with established guidelines. Review and resolve denial issues in a timely manner in accordance with established guidelines. Verify current eligibility, benefits and plan coverage in accordance with established guidelines. Track and submit retro-authorization requests, working closely with referring physician offices to resolve issues. Utilize available tools and on-line resources to create efficiencies in the process. Maintain ability to effectively utilize Microsoft Office (Outlook) and department specific software applications to perform work. Communicate effectively and cooperatively in the workplace. Actively contribute to the achievement of Quality Improvement and Lean Process Improvement activities. Complete all mandatory learning requirements in a timely manner. Attend and actively participate in all department, team and/or committee meetings. Comply with all Skagit Regional Health, department and location specific policies and procedures. Perform other duties as assigned by Supervisor or designee.
 
 
Education
 
High School graduate or GED required.
 
 
Experience/Training
 
Minimum three (3) years patient registration experience required strongly preferred. An equivalent combination of education and experience may be considered.
 
 
License/Certifications
 
None required.
 
 
Other Skills
 
Effective verbal, written and interpersonal communication skills required. Must be able to effectively utilize Microsoft Office applications to perform work. Well developed problem solving and analytical skills required. Must be able to effectively prioritize workload amongst frequent interruptions with competing priorities. Knowledge of current coding rules and guidelines. Must possess a basic understanding of anatomy, physiology, disease process and medical terminology. Ability to coordinate work schedule with requirements of position (may include overtime and weekend work).
 
 
Physical Demands and Work Environment
 
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 regularly required to sit for long periods of time; when working in office. Repetitive tasks such as typing, sitting, answering phones, and interacting with computers and computer systems most of the day is a function of the position. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to focus. This position requires working in an indoor, environmentally controlled environment when in the office.
Skagit Regional Health offers a comprehensive benefit package including medical, dental, vision, 457b/401a (retirement), long term disability, and paid time off to all employees holding an FTE of 20 or more hours per week. Eligible employees also receive sick time pay.</div></div></div></div></div>

Insurance Authorization Specialist

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Alfa Insurance - Associate Agent

Senior Account Associate- Commercial Insurance- Remote

Senior Account Associate- Commercial Insurance- Remote

Large Group Associate

Benefits Associate

Management Associate, Fiduciary Practices

Insurance Authorization Specialist