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client service specialist
Customer/Client Advocacy Specialist
Wesley Group Franklin, Tennessee
Title: Customer/Client Advocacy Specialist Department: Relationship Management Team Location: Franklin, TN (In-Office) Schedule: Monday - Thursday 9:00 AM - 5:00 PM, Friday 9:00 AM - 3:00 PM Join a Culture Like No Other! Are you ready to be part of a team that values collaboration, growth, and creating exceptional experiences for clients? At Wesley Financial Group, we're more than just a workplace - we're a community that thrives on innovation, support, and making a difference. We're looking for a Customer/Client Advocacy Specialist to join our dynamic team. This role is at the heart of our mission: helping clients navigate the timeshare exit process to secure successful outcomes, all while ensuring an unparalleled customer experience. Why You'll Love Working Here: Comprehensive Benefits: Medical, Dental, and Vision Insurance. Secure Your Future: 401K with a generous company match. Time to Recharge: Generous PTO - start accruing from day one! Balanced Schedule: Enjoy great work-life harmony with a friendly Monday-Friday schedule. Celebrate & Connect: Participate in engaging company-wide events, team-building activities, and employee recognition programs. Onsite Perks: Access our fitness center, relax in team lounge areas, or enjoy food trucks and courtyard spaces. Growth & Coaching: Learn from industry professionals committed to your success. Diverse & Inclusive: We embrace what makes each team member unique! About the Role You're the person clients count on. In this role, you'll serve as the primary point of contact for Wesley Financial Group clients - owning the relationship from start to finish. Whether you're navigating a tough conversation, pushing documentation across the finish line, or making sure no email sits unanswered, you bring a level of care and precision that clients can feel. If you're someone who thrives on solving problems, communicates with confidence, and takes pride in getting things right, this is where you'll do your best work. Your Responsibilities Be the client's go-to - Serve as the main point of contact, setting clear expectations and keeping communication flowing at every stage Negotiate with purpose - Work with clients and external contacts to drive conversations toward the best possible outcomes De-escalate with confidence - Handle difficult or emotional client situations with patience, empathy, and professionalism Keep documentation airtight - Ensure all client submissions for release are timely, complete, and accurate Deliver exit packages on time - Prepare and send exit packages with speed and meticulous attention to detail Own the call queue and inbox - Manage live calls and the team email inbox with responsiveness and a steady hand Maintain spotless records in Salesforce - Log every interaction and update client files with thoroughness and accuracy Collaborate on client files - Work closely with your team to manage both new and existing client accounts Respond within 24 hours - Keep turnaround tight on all emails, calls, and client feedback - no one gets left waiting Communicate consistently across every channel - Uphold a professional, polished tone whether you're on the phone, writing an email, or sending mail What You Bring Negotiation and conflict resolution chops - You know how to find common ground and guide tough conversations to a productive place Sharp de-escalation and problem-solving instincts - Pressure doesn't rattle you; it focuses you A results-driven mindset - You measure your success by outcomes, not just activity Excellent communication skills - Clear, professional, and confident in both writing and conversation Strong interpersonal skills - You build trust quickly and treat every interaction as an opportunity to strengthen the relationship Independence and teamwork in equal measure - You're self-directed but always ready to collaborate Time management that keeps you ahead - You juggle competing priorities without dropping the ball Flexibility for a fast-paced environment - You adapt easily when plans shift and new challenges pop up A detail-oriented approach - Accuracy isn't an afterthought for you; it's the standard Smart prioritization skills - You know what needs your attention now and what can be delegated Proficiency with Salesforce, Excel, Google Sheets, and Google Workspace A minimum of 2 years of customer service experience - this is required Ready to Make a Difference? This is more than just a job - it's your chance to be part of something meaningful, in a workplace that values your unique talents and fosters your professional growth. Apply now and discover what makes Wesley Financial Group truly stand out. We can't wait to welcome you to the team! Please remember to check both your inbox and spam folders for all application and interview-related communications after you apply. Location: Franklin, TN (In-Office) Schedule: Monday - Thursday 9:00 AM - 5:00 PM, Friday 9:00 AM - 3:00 PM Compensation details: 50000 Yearly Salary PI165179c58f1a-7702
07/28/2026
Full time
Title: Customer/Client Advocacy Specialist Department: Relationship Management Team Location: Franklin, TN (In-Office) Schedule: Monday - Thursday 9:00 AM - 5:00 PM, Friday 9:00 AM - 3:00 PM Join a Culture Like No Other! Are you ready to be part of a team that values collaboration, growth, and creating exceptional experiences for clients? At Wesley Financial Group, we're more than just a workplace - we're a community that thrives on innovation, support, and making a difference. We're looking for a Customer/Client Advocacy Specialist to join our dynamic team. This role is at the heart of our mission: helping clients navigate the timeshare exit process to secure successful outcomes, all while ensuring an unparalleled customer experience. Why You'll Love Working Here: Comprehensive Benefits: Medical, Dental, and Vision Insurance. Secure Your Future: 401K with a generous company match. Time to Recharge: Generous PTO - start accruing from day one! Balanced Schedule: Enjoy great work-life harmony with a friendly Monday-Friday schedule. Celebrate & Connect: Participate in engaging company-wide events, team-building activities, and employee recognition programs. Onsite Perks: Access our fitness center, relax in team lounge areas, or enjoy food trucks and courtyard spaces. Growth & Coaching: Learn from industry professionals committed to your success. Diverse & Inclusive: We embrace what makes each team member unique! About the Role You're the person clients count on. In this role, you'll serve as the primary point of contact for Wesley Financial Group clients - owning the relationship from start to finish. Whether you're navigating a tough conversation, pushing documentation across the finish line, or making sure no email sits unanswered, you bring a level of care and precision that clients can feel. If you're someone who thrives on solving problems, communicates with confidence, and takes pride in getting things right, this is where you'll do your best work. Your Responsibilities Be the client's go-to - Serve as the main point of contact, setting clear expectations and keeping communication flowing at every stage Negotiate with purpose - Work with clients and external contacts to drive conversations toward the best possible outcomes De-escalate with confidence - Handle difficult or emotional client situations with patience, empathy, and professionalism Keep documentation airtight - Ensure all client submissions for release are timely, complete, and accurate Deliver exit packages on time - Prepare and send exit packages with speed and meticulous attention to detail Own the call queue and inbox - Manage live calls and the team email inbox with responsiveness and a steady hand Maintain spotless records in Salesforce - Log every interaction and update client files with thoroughness and accuracy Collaborate on client files - Work closely with your team to manage both new and existing client accounts Respond within 24 hours - Keep turnaround tight on all emails, calls, and client feedback - no one gets left waiting Communicate consistently across every channel - Uphold a professional, polished tone whether you're on the phone, writing an email, or sending mail What You Bring Negotiation and conflict resolution chops - You know how to find common ground and guide tough conversations to a productive place Sharp de-escalation and problem-solving instincts - Pressure doesn't rattle you; it focuses you A results-driven mindset - You measure your success by outcomes, not just activity Excellent communication skills - Clear, professional, and confident in both writing and conversation Strong interpersonal skills - You build trust quickly and treat every interaction as an opportunity to strengthen the relationship Independence and teamwork in equal measure - You're self-directed but always ready to collaborate Time management that keeps you ahead - You juggle competing priorities without dropping the ball Flexibility for a fast-paced environment - You adapt easily when plans shift and new challenges pop up A detail-oriented approach - Accuracy isn't an afterthought for you; it's the standard Smart prioritization skills - You know what needs your attention now and what can be delegated Proficiency with Salesforce, Excel, Google Sheets, and Google Workspace A minimum of 2 years of customer service experience - this is required Ready to Make a Difference? This is more than just a job - it's your chance to be part of something meaningful, in a workplace that values your unique talents and fosters your professional growth. Apply now and discover what makes Wesley Financial Group truly stand out. We can't wait to welcome you to the team! Please remember to check both your inbox and spam folders for all application and interview-related communications after you apply. Location: Franklin, TN (In-Office) Schedule: Monday - Thursday 9:00 AM - 5:00 PM, Friday 9:00 AM - 3:00 PM Compensation details: 50000 Yearly Salary PI165179c58f1a-7702
Assistant Client Service Specialist- Commercial Lines
MARSHALL & STERLING INC Poughkeepsie, New York
Position Title: Assistant Client Service Specialist- Commercial Lines Location: Hybrid • Poughkeepsie Office - Poughkeepsie, NY 12601 Salary Range: $37,500.00 - $42,500.00 Hourly Overview Salary Range $37,500.00 - $42,500.00 Hourly Description Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role will be based out of Marshall+Sterling's Poughkeepsie Office We're hiring for an Assistant Client Service Specialist to provide superior service and administrative support to the department. Responsibilities include supporting client communications, coordinating administrative tasks, and help ensure an exceptional client experience . This role requires the ability to communicate professionally in both English and Spanish to support our clients and internal teams. Be a welcoming voice for incoming calls and offer hands-on support with tasks like quoting policies, ordering MVRs, and processing documents. Support Client Service Specialists by assisting with customer requests and maintaining smooth operations behind the scenes. Issue proof of insurance and request loss runs to support our clients' coverage needs. Document all client and carrier communications regarding coverages and exposures in the management system. Follow workflow procedures, adhere to agency guidelines, and promptly report any actual or potential E&O claims. Maintain required professional accreditations and participate in continuing education programs when available. Perform other duties and projects as assigned. Qualifications Proficiency with AI tools, task management systems, and Microsoft Office. Experience with AMS360 is a plus Prior experience in insurance; commercial insurance is a plus. Brings a positive attitude and works well with fellow employee owners, leaders, and others inside and outside the company. Highly organized and detail-oriented. Total Rewards Package: Compensation: $37,500 - $42,500, based on experience, education, and work location. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers Marshall+Sterling Compensation details: 0 Hourly Wage PId6114c9d5-
07/28/2026
Full time
Position Title: Assistant Client Service Specialist- Commercial Lines Location: Hybrid • Poughkeepsie Office - Poughkeepsie, NY 12601 Salary Range: $37,500.00 - $42,500.00 Hourly Overview Salary Range $37,500.00 - $42,500.00 Hourly Description Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role will be based out of Marshall+Sterling's Poughkeepsie Office We're hiring for an Assistant Client Service Specialist to provide superior service and administrative support to the department. Responsibilities include supporting client communications, coordinating administrative tasks, and help ensure an exceptional client experience . This role requires the ability to communicate professionally in both English and Spanish to support our clients and internal teams. Be a welcoming voice for incoming calls and offer hands-on support with tasks like quoting policies, ordering MVRs, and processing documents. Support Client Service Specialists by assisting with customer requests and maintaining smooth operations behind the scenes. Issue proof of insurance and request loss runs to support our clients' coverage needs. Document all client and carrier communications regarding coverages and exposures in the management system. Follow workflow procedures, adhere to agency guidelines, and promptly report any actual or potential E&O claims. Maintain required professional accreditations and participate in continuing education programs when available. Perform other duties and projects as assigned. Qualifications Proficiency with AI tools, task management systems, and Microsoft Office. Experience with AMS360 is a plus Prior experience in insurance; commercial insurance is a plus. Brings a positive attitude and works well with fellow employee owners, leaders, and others inside and outside the company. Highly organized and detail-oriented. Total Rewards Package: Compensation: $37,500 - $42,500, based on experience, education, and work location. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers Marshall+Sterling Compensation details: 0 Hourly Wage PId6114c9d5-
Assistant Client Service Specialist- Personal Lines
MARSHALL & STERLING INC Oswego, New York
Position Title: Assistant Client Service Specialist- Personal Lines Location: Hybrid • Oswego Office - Oswego, NY 13126 Salary Range: $37,500.00 - $42,500.00 Hourly Overview Salary Range $37,500.00 - $42,500.00 Hourly Assistant Client Service Specialist Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role will be based out of Marshall+Sterling's Oswego Office We're hiring for an Assistant Client Service Specialist to provide superior service and administrative support to the department. Responsibilities include supporting client communications, coordinating administrative tasks, and assisting with interactions to help ensure an exceptional client experience . Be a welcoming voice for incoming calls and offer hands-on support with tasks like quoting policies, ordering MVRs, and processing documents. Support Client Service Specialists by assisting with customer requests and maintaining smooth operations behind the scenes. Issue proof of insurance and request loss runs to support our clients' coverage needs. Document all client and carrier communications regarding coverages and exposures in the management system. Follow workflow procedures, adhere to agency guidelines, and promptly report any actual or potential E&O claims. Maintain required professional accreditations and participate in continuing education programs when available. Perform other duties and projects as assigned. Qualifications Proficiency with AI tools, task management systems, and Microsoft Office. Experience with AMS360 is a plus Prior experience in insurance; commercial insurance is a plus. Brings a positive attitude and works well with fellow employee owners, leaders, and others inside and outside the company. Highly organized and detail-oriented. Total Rewards Package: Compensation: $37,500 - $42,500, based on experience, education, and work location. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers Marshall+Sterling Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling , based experience and education. Compensation details: 0 Hourly Wage PIcdb06cf0fca7-8264
07/28/2026
Full time
Position Title: Assistant Client Service Specialist- Personal Lines Location: Hybrid • Oswego Office - Oswego, NY 13126 Salary Range: $37,500.00 - $42,500.00 Hourly Overview Salary Range $37,500.00 - $42,500.00 Hourly Assistant Client Service Specialist Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role will be based out of Marshall+Sterling's Oswego Office We're hiring for an Assistant Client Service Specialist to provide superior service and administrative support to the department. Responsibilities include supporting client communications, coordinating administrative tasks, and assisting with interactions to help ensure an exceptional client experience . Be a welcoming voice for incoming calls and offer hands-on support with tasks like quoting policies, ordering MVRs, and processing documents. Support Client Service Specialists by assisting with customer requests and maintaining smooth operations behind the scenes. Issue proof of insurance and request loss runs to support our clients' coverage needs. Document all client and carrier communications regarding coverages and exposures in the management system. Follow workflow procedures, adhere to agency guidelines, and promptly report any actual or potential E&O claims. Maintain required professional accreditations and participate in continuing education programs when available. Perform other duties and projects as assigned. Qualifications Proficiency with AI tools, task management systems, and Microsoft Office. Experience with AMS360 is a plus Prior experience in insurance; commercial insurance is a plus. Brings a positive attitude and works well with fellow employee owners, leaders, and others inside and outside the company. Highly organized and detail-oriented. Total Rewards Package: Compensation: $37,500 - $42,500, based on experience, education, and work location. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers Marshall+Sterling Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling , based experience and education. Compensation details: 0 Hourly Wage PIcdb06cf0fca7-8264
Client Service Specialist- Personal Lines
MARSHALL & STERLING INC Poughkeepsie, New York
Position Title: Client Service Specialist- Personal Lines Location: Hybrid • Poughkeepsie Office - Poughkeepsie, NY 12601 Salary Range: $47,500.00 - $52,500.00 Hourly Overview Salary Range $47,500.00 - $52,500.00 Hourly Description Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role can be located in either our Poughkeepsie or Kingston Marshall+Sterling office . We are seeking a licensed and client-focused Client Service Specialist with strong communication skills and a passion for delivering top-tier service in the insurance industry. This role is perfect for a proactive professional who holds a Property+Casualty Insurance license and thrives on building strong client relationships, ensuring policy accuracy, and contributing to account retention and growth. You will play a key role in supporting clients in either personal or commercial insurance, collaborating with internal teams to provide a seamless service experience. Provide superior service & serve as the point contact for our insured's Underwrite individual risk situations to ensure that they meet our agency standards and those of the insurance companies we represent Make individual policy placement decisions based on the needs of the customer, our Agency and the Companies we represent Manage all account transactions including but not limited to endorsements, binders, cancellations & correspondence. Review policies for accuracy and completeness and updating agency management system in accordance with workflow procedures Secure applications from Account Manager or Sales Executives for all coverage's including price quotations and comparisons for the companies we represent Request loss runs, issue binders, ID cards, certificate of insurance & evidence of property Timely follow up on company/clients suspense/diaries Keep abreast of change in the insurance industry Maintain professional accreditation Build favorable work relationships Maintain confidentiality Qualifications 5+ years of Commercial Lines Experience NY State P&C Broker License required High level of organizational ability with attention to detail Ability to be part of a team Experience w/rating, underwriting and procedural skills Experience with AMS360 / Image Right All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Total Rewards Package: Compensation: $47,500 - $52,500 based on experience, education, and work location. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers Marshall+Sterling The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location Compensation details: 0 Hourly Wage PI6fe70e1b144f-8258
07/28/2026
Full time
Position Title: Client Service Specialist- Personal Lines Location: Hybrid • Poughkeepsie Office - Poughkeepsie, NY 12601 Salary Range: $47,500.00 - $52,500.00 Hourly Overview Salary Range $47,500.00 - $52,500.00 Hourly Description Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role can be located in either our Poughkeepsie or Kingston Marshall+Sterling office . We are seeking a licensed and client-focused Client Service Specialist with strong communication skills and a passion for delivering top-tier service in the insurance industry. This role is perfect for a proactive professional who holds a Property+Casualty Insurance license and thrives on building strong client relationships, ensuring policy accuracy, and contributing to account retention and growth. You will play a key role in supporting clients in either personal or commercial insurance, collaborating with internal teams to provide a seamless service experience. Provide superior service & serve as the point contact for our insured's Underwrite individual risk situations to ensure that they meet our agency standards and those of the insurance companies we represent Make individual policy placement decisions based on the needs of the customer, our Agency and the Companies we represent Manage all account transactions including but not limited to endorsements, binders, cancellations & correspondence. Review policies for accuracy and completeness and updating agency management system in accordance with workflow procedures Secure applications from Account Manager or Sales Executives for all coverage's including price quotations and comparisons for the companies we represent Request loss runs, issue binders, ID cards, certificate of insurance & evidence of property Timely follow up on company/clients suspense/diaries Keep abreast of change in the insurance industry Maintain professional accreditation Build favorable work relationships Maintain confidentiality Qualifications 5+ years of Commercial Lines Experience NY State P&C Broker License required High level of organizational ability with attention to detail Ability to be part of a team Experience w/rating, underwriting and procedural skills Experience with AMS360 / Image Right All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Total Rewards Package: Compensation: $47,500 - $52,500 based on experience, education, and work location. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers Marshall+Sterling The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location Compensation details: 0 Hourly Wage PI6fe70e1b144f-8258
Client Service Specialist- Commercial Lines
MARSHALL & STERLING INC Middletown, New York
Position Title: Client Service Specialist- Commercial Lines Location: Hybrid • Middletown Office - Middletown, NY 10941 Salary Range: $47,500.00 - $52,500.00 Hourly Overview Salary Range $47,500.00 - $52,500.00 Hourly Client Service Specialist- Commercial Lines Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This position will be based out of Marshall+Sterling's Middletown Office. We are seeking a licensed and client-focused Client Service Specialist with strong communication skills and a passion for delivering top-tier service in the insurance industry. This role is perfect for a proactive professional who holds a Property+Casualty Insurance license and thrives on building strong client relationships, ensuring policy accuracy, and contributing to account retention and growth. You will play a key role in supporting clients in either personal or commercial insurance, collaborating with internal teams to provide a seamless service experience. Review policy coverage, identify areas for enhancement, and coordinate with the Account Manager. Underwrite individual risk situations to meet agency and carrier standards. Secure applications for coverage from Sales Executives, Account Managers, and/or clients. Review policies for accuracy and completeness, ensuring updates are made per workflow procedures. Address cancellation requests and assist in retaining accounts. Treat each service contact as an opportunity for account development, including upgrading coverage and obtaining referrals. Regularly communicate with clients to thank them for their business and document all interactions regarding coverage and exposures. Perform financial duties as directed by management. Qualifications College degree preferred, high school diploma or equivalent required. Prior experience in insurance lines of coverage, fundamental rating, underwriting and procedural skills. Experience and knowledge of Microsoft Office programs. Experience with Vertafore a plus. Proven ability to exceed expectations. Appropriate state insurance licenses and continuing education required. Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner. Demonstrated ability to communicate effectively. High level of organizational ability with attention to detail. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Salary Range is $47,500 - $52,500. The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location. Compensation details: 0 Hourly Wage PI9ddac00d22a7-8249
07/28/2026
Full time
Position Title: Client Service Specialist- Commercial Lines Location: Hybrid • Middletown Office - Middletown, NY 10941 Salary Range: $47,500.00 - $52,500.00 Hourly Overview Salary Range $47,500.00 - $52,500.00 Hourly Client Service Specialist- Commercial Lines Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This position will be based out of Marshall+Sterling's Middletown Office. We are seeking a licensed and client-focused Client Service Specialist with strong communication skills and a passion for delivering top-tier service in the insurance industry. This role is perfect for a proactive professional who holds a Property+Casualty Insurance license and thrives on building strong client relationships, ensuring policy accuracy, and contributing to account retention and growth. You will play a key role in supporting clients in either personal or commercial insurance, collaborating with internal teams to provide a seamless service experience. Review policy coverage, identify areas for enhancement, and coordinate with the Account Manager. Underwrite individual risk situations to meet agency and carrier standards. Secure applications for coverage from Sales Executives, Account Managers, and/or clients. Review policies for accuracy and completeness, ensuring updates are made per workflow procedures. Address cancellation requests and assist in retaining accounts. Treat each service contact as an opportunity for account development, including upgrading coverage and obtaining referrals. Regularly communicate with clients to thank them for their business and document all interactions regarding coverage and exposures. Perform financial duties as directed by management. Qualifications College degree preferred, high school diploma or equivalent required. Prior experience in insurance lines of coverage, fundamental rating, underwriting and procedural skills. Experience and knowledge of Microsoft Office programs. Experience with Vertafore a plus. Proven ability to exceed expectations. Appropriate state insurance licenses and continuing education required. Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner. Demonstrated ability to communicate effectively. High level of organizational ability with attention to detail. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Salary Range is $47,500 - $52,500. The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location. Compensation details: 0 Hourly Wage PI9ddac00d22a7-8249
Client Service Specialist- Personal Lines
MARSHALL & STERLING INC Fort Lauderdale, Florida
Position Title: Client Service Specialist- Personal Lines Location: Hybrid • Fort Lauderdale Office - Fort Lauderdale, FL 33301 Salary Range: $47,500.00 - $80,000.00 Hourly Overview Salary Range $47,500.00 - $80,000.00 Hourly Client Service Specialist - Personal Lines Fort Lauderdale Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role will be located in Marshall+Sterling's Fort Lauderdale office . We are seeking a licensed and client-focused Client Service Specialist with strong communication skills and a passion for delivering top-tier service in the insurance industry. This role is perfect for a proactive professional who holds a Property+Casualty Insurance license and thrives on building strong client relationships, ensuring policy accuracy, and contributing to account retention and growth. You will play a key role in supporting clients in either personal or commercial insurance, collaborating with internal teams to provide a seamless service experience. Provide superior service & serve as the point contact for our insured's Underwrite individual risk situations to ensure that they meet our agency standards and those of the insurance companies we represent Make individual policy placement decisions based on the needs of the customer, our Agency and the Companies we represent Manage all account transactions including but not limited to endorsements, binders, cancellations & correspondence. Review policies for accuracy and completeness and updating agency management system in accordance with workflow procedures Secure applications from Account Manager or Sales Executives for all coverage's including price quotations and comparisons for the companies we represent Request loss runs, issue binders, ID cards, certificate of insurance & evidence of property Timely follow up on company/clients suspense/diaries Keep abreast of change in the insurance industry Maintain professional accreditation Build favorable work relationships Maintain confidentiality Qualifications 5+ years of Personal Lines Experience Active Florida 4-40 License required (2-20 preferred) High level of organizational ability with attention to detail Ability to be part of a team Experience w/rating, underwriting and procedural skills Experience with AMS360 / Image Right All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Total Rewards Package: Compensation: $47,500 - $80,000 based on experience, education, and work location. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers Marshall+Sterling The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location Compensation details: 0 Hourly Wage PI29581d2b5bc3-9547
07/28/2026
Full time
Position Title: Client Service Specialist- Personal Lines Location: Hybrid • Fort Lauderdale Office - Fort Lauderdale, FL 33301 Salary Range: $47,500.00 - $80,000.00 Hourly Overview Salary Range $47,500.00 - $80,000.00 Hourly Client Service Specialist - Personal Lines Fort Lauderdale Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role will be located in Marshall+Sterling's Fort Lauderdale office . We are seeking a licensed and client-focused Client Service Specialist with strong communication skills and a passion for delivering top-tier service in the insurance industry. This role is perfect for a proactive professional who holds a Property+Casualty Insurance license and thrives on building strong client relationships, ensuring policy accuracy, and contributing to account retention and growth. You will play a key role in supporting clients in either personal or commercial insurance, collaborating with internal teams to provide a seamless service experience. Provide superior service & serve as the point contact for our insured's Underwrite individual risk situations to ensure that they meet our agency standards and those of the insurance companies we represent Make individual policy placement decisions based on the needs of the customer, our Agency and the Companies we represent Manage all account transactions including but not limited to endorsements, binders, cancellations & correspondence. Review policies for accuracy and completeness and updating agency management system in accordance with workflow procedures Secure applications from Account Manager or Sales Executives for all coverage's including price quotations and comparisons for the companies we represent Request loss runs, issue binders, ID cards, certificate of insurance & evidence of property Timely follow up on company/clients suspense/diaries Keep abreast of change in the insurance industry Maintain professional accreditation Build favorable work relationships Maintain confidentiality Qualifications 5+ years of Personal Lines Experience Active Florida 4-40 License required (2-20 preferred) High level of organizational ability with attention to detail Ability to be part of a team Experience w/rating, underwriting and procedural skills Experience with AMS360 / Image Right All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Total Rewards Package: Compensation: $47,500 - $80,000 based on experience, education, and work location. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers Marshall+Sterling The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location Compensation details: 0 Hourly Wage PI29581d2b5bc3-9547
Client Service Specialist- Commercial Lines
MARSHALL & STERLING INC Poughkeepsie, New York
Position Title: Client Service Specialist- Commercial Lines Location: Hybrid • Poughkeepsie Office - Poughkeepsie, NY 12601 Salary Range: $47,500.00 - $52,500.00 Hourly Overview Salary Range $47,500.00 - $52,500.00 Hourly Client Service Specialist- Commercial Lines Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This position will be based out of Marshall+Sterling's Latham Office. We are seeking a licensed and client-focused Client Service Specialist with strong communication skills and a passion for delivering top-tier service in the insurance industry. This role is perfect for a proactive professional who holds a Property+Casualty Insurance license and thrives on building strong client relationships, ensuring policy accuracy, and contributing to account retention and growth. You will play a key role in supporting clients in either personal or commercial insurance, collaborating with internal teams to provide a seamless service experience. Review policy coverage, identify areas for enhancement, and coordinate with the Account Manager. Underwrite individual risk situations to meet agency and carrier standards. Secure applications for coverage from Sales Executives, Account Managers, and/or clients. Review policies for accuracy and completeness, ensuring updates are made per workflow procedures. Address cancellation requests and assist in retaining accounts. Treat each service contact as an opportunity for account development, including upgrading coverage and obtaining referrals. Regularly communicate with clients to thank them for their business and document all interactions regarding coverage and exposures. Perform financial duties as directed by management. Qualifications College degree preferred, high school diploma or equivalent required. Prior experience in insurance lines of coverage, fundamental rating, underwriting and procedural skills. Experience and knowledge of Microsoft Office programs. Experience with Vertafore a plus. Proven ability to exceed expectations. Appropriate state insurance licenses and continuing education required. Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner. Demonstrated ability to communicate effectively. High level of organizational ability with attention to detail. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Salary Range is $47,500 - $52,500.The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling , based experience and education. Compensation details: 0 Hourly Wage PI4ecd72c51a9a-8247
07/28/2026
Full time
Position Title: Client Service Specialist- Commercial Lines Location: Hybrid • Poughkeepsie Office - Poughkeepsie, NY 12601 Salary Range: $47,500.00 - $52,500.00 Hourly Overview Salary Range $47,500.00 - $52,500.00 Hourly Client Service Specialist- Commercial Lines Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This position will be based out of Marshall+Sterling's Latham Office. We are seeking a licensed and client-focused Client Service Specialist with strong communication skills and a passion for delivering top-tier service in the insurance industry. This role is perfect for a proactive professional who holds a Property+Casualty Insurance license and thrives on building strong client relationships, ensuring policy accuracy, and contributing to account retention and growth. You will play a key role in supporting clients in either personal or commercial insurance, collaborating with internal teams to provide a seamless service experience. Review policy coverage, identify areas for enhancement, and coordinate with the Account Manager. Underwrite individual risk situations to meet agency and carrier standards. Secure applications for coverage from Sales Executives, Account Managers, and/or clients. Review policies for accuracy and completeness, ensuring updates are made per workflow procedures. Address cancellation requests and assist in retaining accounts. Treat each service contact as an opportunity for account development, including upgrading coverage and obtaining referrals. Regularly communicate with clients to thank them for their business and document all interactions regarding coverage and exposures. Perform financial duties as directed by management. Qualifications College degree preferred, high school diploma or equivalent required. Prior experience in insurance lines of coverage, fundamental rating, underwriting and procedural skills. Experience and knowledge of Microsoft Office programs. Experience with Vertafore a plus. Proven ability to exceed expectations. Appropriate state insurance licenses and continuing education required. Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner. Demonstrated ability to communicate effectively. High level of organizational ability with attention to detail. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Salary Range is $47,500 - $52,500.The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling , based experience and education. Compensation details: 0 Hourly Wage PI4ecd72c51a9a-8247
Wealth Client Onboarding Specialist
MARSHALL & STERLING INC Poughkeepsie, New York
Position Title: Wealth Client Onboarding Specialist Location: Hybrid • Poughkeepsie Mill St Office - Poughkeepsie, NY 12601 Salary Range: $55,000.00 - $70,000.00 Hourly Overview Salary Range $55,000.00 - $70,000.00 Hourly Position Type Full Time Description Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role will be based out of Marshall+Sterling's Poughkeepsie Office We are seeking a highly organized, detail-oriented Wealth Client Onboarding Specialist for our Wealth Advisors Division to deliver a seamless and professional client onboarding experience. This role is responsible for coordinating all aspects of new client onboarding, facilitating account establishment, and managing account -opening requests for existing clients. The ideal candidate is client -focused, process-driven, and thrives in a fast paced, relationship-oriented environment. Manage the full onboarding process for new clients, ensuring a smooth, accurate, and high-quality client experience. Prepare, review, and process account documentation, advisory agreements, and onboarding paperwork in compliance with firm and regulatory standards. Serve as the primary point of contact for clients during onboarding, providing proactive communication and timely updates. Coordinate account setup, transfers, rollovers, beneficiary updates, and registration changes across custodial and internal systems. Partner closely with advisors, planners, and operations teams to ensure efficient account implementation and ongoing support. Maintain accurate client records and ensure compliance with KYC/AML and firm policies. Track onboarding progress, resolve outstanding items, and identify opportunities to improve operational efficiency and the client experience. Qualifications Bachelor's degree preferred or equivalent professional experience. 2+ years of experience in financial services, client service, operations, or account administration. Knowledge of account opening procedures, ACAT transfers, and custodial platforms. Preferably LPL Financial. Familiarity with CRM systems and document management platforms. Preferably Black Diamond/Salentica. Strong attention to detail and organizational skills. Excellent verbal and written communication skills. Ability to manage multiple priorities while maintaining accuracy and professionalism . Experience with Microsoft office programs. Experience with Vertafore a plus. Appropriate state insurance licenses and continuing education required. Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner. Total Rewards Package: Compensation: $55,000 - $70,000, based on experience. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling Compensation details: 0 Hourly Wage PI97ae91323b16-2613
07/28/2026
Full time
Position Title: Wealth Client Onboarding Specialist Location: Hybrid • Poughkeepsie Mill St Office - Poughkeepsie, NY 12601 Salary Range: $55,000.00 - $70,000.00 Hourly Overview Salary Range $55,000.00 - $70,000.00 Hourly Position Type Full Time Description Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role will be based out of Marshall+Sterling's Poughkeepsie Office We are seeking a highly organized, detail-oriented Wealth Client Onboarding Specialist for our Wealth Advisors Division to deliver a seamless and professional client onboarding experience. This role is responsible for coordinating all aspects of new client onboarding, facilitating account establishment, and managing account -opening requests for existing clients. The ideal candidate is client -focused, process-driven, and thrives in a fast paced, relationship-oriented environment. Manage the full onboarding process for new clients, ensuring a smooth, accurate, and high-quality client experience. Prepare, review, and process account documentation, advisory agreements, and onboarding paperwork in compliance with firm and regulatory standards. Serve as the primary point of contact for clients during onboarding, providing proactive communication and timely updates. Coordinate account setup, transfers, rollovers, beneficiary updates, and registration changes across custodial and internal systems. Partner closely with advisors, planners, and operations teams to ensure efficient account implementation and ongoing support. Maintain accurate client records and ensure compliance with KYC/AML and firm policies. Track onboarding progress, resolve outstanding items, and identify opportunities to improve operational efficiency and the client experience. Qualifications Bachelor's degree preferred or equivalent professional experience. 2+ years of experience in financial services, client service, operations, or account administration. Knowledge of account opening procedures, ACAT transfers, and custodial platforms. Preferably LPL Financial. Familiarity with CRM systems and document management platforms. Preferably Black Diamond/Salentica. Strong attention to detail and organizational skills. Excellent verbal and written communication skills. Ability to manage multiple priorities while maintaining accuracy and professionalism . Experience with Microsoft office programs. Experience with Vertafore a plus. Appropriate state insurance licenses and continuing education required. Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner. Total Rewards Package: Compensation: $55,000 - $70,000, based on experience. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling Compensation details: 0 Hourly Wage PI97ae91323b16-2613
Assistant Client Services Specialist
MARSHALL & STERLING INC Latham, New York
Position Title: Assistant Client Services Specialist Location: Hybrid • Latham Office - Latham, NY 12110 Salary Range: $19.23 - $21.79 Hourly Overview Salary Range $19.23 - $21.79 Hourly Description Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role will be based out of Marshall+Sterling's Latham Office We're hiring for an Assistant Client Service Specialist to provide superior service and administrative support to the department. Responsibilities include supporting client communications and coordinating administrative tasks. Be a welcoming voice for incoming calls and offer hands-on support with tasks like quoting policies, ordering MVRs, and processing documents. Support Client Service Specialists by assisting with customer requests and maintaining smooth operations behind the scenes. Issue proof of insurance and request loss runs to support our clients' coverage needs. Document all client and carrier communications regarding coverages and exposures in the management system. Follow workflow procedures, adhere to agency guidelines, and promptly report any actual or potential E&O claims. Maintain required professional accreditations and participate in continuing education programs when available. Perform other duties and projects as assigned. Qualifications Proficiency with AI tools, task management systems, and Microsoft Office. Experience with AMS360 is a plus Prior experience in personal insurance is a plus. Brings a positive attitude and works well with fellow employee owners, leaders, and others inside and outside the company. Highly organized and detail-oriented. Total Rewards Package: Compensation: $37,500 - $42,500, based on experience, education, and work location. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers Marshall+Sterling Compensation details: 19.23-21.79 Hourly Wage PI1ee29c7b5f10-2068
07/28/2026
Full time
Position Title: Assistant Client Services Specialist Location: Hybrid • Latham Office - Latham, NY 12110 Salary Range: $19.23 - $21.79 Hourly Overview Salary Range $19.23 - $21.79 Hourly Description Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role will be based out of Marshall+Sterling's Latham Office We're hiring for an Assistant Client Service Specialist to provide superior service and administrative support to the department. Responsibilities include supporting client communications and coordinating administrative tasks. Be a welcoming voice for incoming calls and offer hands-on support with tasks like quoting policies, ordering MVRs, and processing documents. Support Client Service Specialists by assisting with customer requests and maintaining smooth operations behind the scenes. Issue proof of insurance and request loss runs to support our clients' coverage needs. Document all client and carrier communications regarding coverages and exposures in the management system. Follow workflow procedures, adhere to agency guidelines, and promptly report any actual or potential E&O claims. Maintain required professional accreditations and participate in continuing education programs when available. Perform other duties and projects as assigned. Qualifications Proficiency with AI tools, task management systems, and Microsoft Office. Experience with AMS360 is a plus Prior experience in personal insurance is a plus. Brings a positive attitude and works well with fellow employee owners, leaders, and others inside and outside the company. Highly organized and detail-oriented. Total Rewards Package: Compensation: $37,500 - $42,500, based on experience, education, and work location. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers Marshall+Sterling Compensation details: 19.23-21.79 Hourly Wage PI1ee29c7b5f10-2068
Journeyman Refrigeration - Commercial & Industrial
CoolSys New London, Connecticut
Overview: At CoolSys, we offer more than just a job-we provide stability, growth, and industry-leading benefits for our employees. As a large company serving diverse customers, we invest in our team with: Competitive Compensation: Competitive pay from $30-$40 hourly. Sign on Bonus: up to $5,000.00 DOE Ongoing Education & Training: Access to state-of-the-art facilities and paid online training. Comprehensive Benefits: Medical, Dental, Vision, and Prescription coverage, paid vacation/holidays, and a 401(K). Year-Round, Diverse Work: Stay engaged with consistent, interesting projects throughout the year, working across various industries and systems to keep learning and growing. Extra Perks: Quarterly bonus plan, tuition reimbursement, employee discounts on vehicles, hotels, theme parks, pet insurance, and more. Join us and advance your career while working with top-tier clients in the HVAC and refrigeration industry! Responsibilities: This position is responsible for the installation of refrigeration systems following customer specifications, applicable building codes, and proper piping practices. Provide support on construction job by piping cooler boxes and refrigeration cases, including electrical wiring as required to complete the project. Provides the required installation of pipe hangers as directed by the foreman. Provide construction support by welding and slip-hosing copper pipes, and assist the foreman as needed on the job. Provide support by handing cooler box coils and installing new supermarket refrigeration systems or remodeling existing supermarket refrigeration systems. Perform other duties and projects as assigned. Qualifications: High school diploma or GED equivalent work experience and trade or technical school classes 5+ years of experience in the construction industry preferred and hands-on field experience in commercial refrigeration, electrical and/or fixtures construction EPA Certification (Type II) Experience in copper brazing, market remodeling Good driving record. Knowledge of electrical systems and ability to wire installations. Knowledge of carpentry. Knowledge of refrigeration systems and piping of refrigeration equipment. Knowledge of plumbing and pipe fittings, and ability to pipe refrigeration equipment. Knowledge of and ability to read blueprints on refrigeration, electrical, and plumbing. Ability to hang evaporation coils and install overhead hangers. Ability to use hand and power tools and good mechanical skills. Knowledge of job site safety, ability to oversee work activities to ensure safe work practices, and safety rule compliance. Ability to work with minimal supervision. Join Us: Today, there are 26 different companies that make up the CoolSys family of brands . Our valued employees are at the heart of our continued growth and success. We invite you to be part of that growth! Connect with us on Facebook and Twi tter . Coolsys is an EEO/AA Employer. All qualified individuals - Including all ages, colors, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics are encouraged to apply. Pre-employment background screening (criminal and MVR for driving positions) and drug testing are required for all positions. Coolsys will consider qualified applicants with criminal histories in a manner consistent with federal law, state law, or local ordinance. Journeyman-HVAC, Journeyman-EMS, EMS, Installer, Install, Installation, Service Tech, refridgeration, HVAC, refrigeration, HVAC-R, HVAC/R, diagnostic, commercial, service, mechanical, mechanic, AC, field service, chiller, specialist, HVACR, Electrical, pipefitter EVERGREEN
07/28/2026
Full time
Overview: At CoolSys, we offer more than just a job-we provide stability, growth, and industry-leading benefits for our employees. As a large company serving diverse customers, we invest in our team with: Competitive Compensation: Competitive pay from $30-$40 hourly. Sign on Bonus: up to $5,000.00 DOE Ongoing Education & Training: Access to state-of-the-art facilities and paid online training. Comprehensive Benefits: Medical, Dental, Vision, and Prescription coverage, paid vacation/holidays, and a 401(K). Year-Round, Diverse Work: Stay engaged with consistent, interesting projects throughout the year, working across various industries and systems to keep learning and growing. Extra Perks: Quarterly bonus plan, tuition reimbursement, employee discounts on vehicles, hotels, theme parks, pet insurance, and more. Join us and advance your career while working with top-tier clients in the HVAC and refrigeration industry! Responsibilities: This position is responsible for the installation of refrigeration systems following customer specifications, applicable building codes, and proper piping practices. Provide support on construction job by piping cooler boxes and refrigeration cases, including electrical wiring as required to complete the project. Provides the required installation of pipe hangers as directed by the foreman. Provide construction support by welding and slip-hosing copper pipes, and assist the foreman as needed on the job. Provide support by handing cooler box coils and installing new supermarket refrigeration systems or remodeling existing supermarket refrigeration systems. Perform other duties and projects as assigned. Qualifications: High school diploma or GED equivalent work experience and trade or technical school classes 5+ years of experience in the construction industry preferred and hands-on field experience in commercial refrigeration, electrical and/or fixtures construction EPA Certification (Type II) Experience in copper brazing, market remodeling Good driving record. Knowledge of electrical systems and ability to wire installations. Knowledge of carpentry. Knowledge of refrigeration systems and piping of refrigeration equipment. Knowledge of plumbing and pipe fittings, and ability to pipe refrigeration equipment. Knowledge of and ability to read blueprints on refrigeration, electrical, and plumbing. Ability to hang evaporation coils and install overhead hangers. Ability to use hand and power tools and good mechanical skills. Knowledge of job site safety, ability to oversee work activities to ensure safe work practices, and safety rule compliance. Ability to work with minimal supervision. Join Us: Today, there are 26 different companies that make up the CoolSys family of brands . Our valued employees are at the heart of our continued growth and success. We invite you to be part of that growth! Connect with us on Facebook and Twi tter . Coolsys is an EEO/AA Employer. All qualified individuals - Including all ages, colors, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics are encouraged to apply. Pre-employment background screening (criminal and MVR for driving positions) and drug testing are required for all positions. Coolsys will consider qualified applicants with criminal histories in a manner consistent with federal law, state law, or local ordinance. Journeyman-HVAC, Journeyman-EMS, EMS, Installer, Install, Installation, Service Tech, refridgeration, HVAC, refrigeration, HVAC-R, HVAC/R, diagnostic, commercial, service, mechanical, mechanic, AC, field service, chiller, specialist, HVACR, Electrical, pipefitter EVERGREEN
Customer Account Resolution Specialist
Wesley Group Franklin, Tennessee
Elevate your career with a 2020 INC 500 company offering a competitive salary + 401k match + health benefits + extra paid time off, and more! Wesley Financial Group is hiring for the Customer Account Resolution Specialist position at a starting salary of $50k + additional earning incentives. you're likely asking yourself, "What in the world is a Resolution Specialist?!" Wesley Financial Group is the leading name in helping timeshare owners get out from under their timeshares. In the 12+ years we've been in business, we've created a tidal wave of excitement from timeshare owners needing help, and we're looking for a new trusted Resolution Specialist to help the families we serve! What is a Customer Account Resolution Specialist? Think of yourself as your client's champion. As a Resolution Specialist at Wesley Financial Group, you'll walk alongside clients through every step of the timeshare cancellation process - setting expectations, building strategy, and making sure they never feel like they're navigating it alone. Your mission is simple: deliver an exceptional experience from start to finish while guiding each case toward a successful resolution. Never canceled a timeshare before? That's perfectly fine - we don't expect you to walk in with that expertise. What we do expect is someone who's organized, motivated, and genuinely energized by helping people. If you're a natural problem-solver with patience to spare and a team-first attitude, you'll fit right in. Important: This is an in-office position at our Franklin, TN headquarters. Candidates must live within 60 miles of Franklin, TN. What You'll Do Be your client's advocate - Actively guide clients through the timeshare termination process, keeping communication clear and expectations realistic at every stage Make the complex feel simple - Ensure clients fully understand each step and action being taken on their behalf throughout the dispute Build tailored strategies - Draft client-specific action plans designed to move each case toward successful timeshare ownership termination Keep response times tight - Reply to all client communication within department standards, and address every piece of client feedback within 24 hours with updates posted through chatter threads Maintain pristine records - Keep all client files in Salesforce accurate, current, and thoroughly documented Communicate with consistency and professionalism - Whether it's email, phone, or mail, every touchpoint should reflect the same polished, caring standard Elevate the team around you - Help foster a culture of accountability, efficiency, idea sharing, and a "we can always be better" mindset Stay ahead of the industry - Be a go-to resource for timeshare industry updates, trends, and general knowledge Jump in wherever you're needed - No task is beneath you; if something needs doing, you're ready to help What You Bring 2+ years of standout customer service and account management experience - this is a must Exceptional organizational skills - You keep everything in order without being reminded Sharp problem-solving instincts - When a challenge shows up, you don't freeze; you figure it out A results-driven approach - You measure success by outcomes and hold yourself to a high bar Attention to detail that doesn't quit - Accuracy matters to you, every single time Flexibility and adaptability - You're energized by change, not threatened by it Integrity that stands on its own - You do the right thing even when nobody's watching A collaborative, team-first mindset - You make the people around you better Strong work ethic and efficiency - You know how to work hard and work smart Preferred Experience Salesforce - Familiarity with managing client records and workflows Customer Service - A background in client-facing roles where experience mattered Google Workspace / Microsoft Office - Comfortable working across everyday business tools New Employees Receive: A MacBook for your work tasks, which means you'll enjoy a seamless and efficient work experience, aiming to reduce your stress associated with technical issues. A weekly pay schedule to ensure you have a reliable, steady income, which means you can confidently manage your personal budget and financial obligations. A 401k program that includes a company match, which means your retirement savings get a significant boost, helping you achieve your long-term financial goals quicker. An employer-funded Health Savings Account (HSA) along with comprehensive Medical, Dental, and Vision Insurance, which means both your immediate and future healthcare needs are covered, reducing your financial stress related to health. 9 paid holidays, which means more time to recharge and be with loved ones, enhancing your overall job satisfaction and work-life balance. Access to our office's health and wellness facilities such as the fitness center and natural courtyard, which means you can easily incorporate fitness and relaxation into your workday, promoting a healthier, more balanced lifestyle. A unique culture featuring food trucks, lounge areas, and (occasional) foosball tournaments, which means a vibrant and collaborative work atmosphere, providing an opportunity for you to build meaningful relationships and have fun while working. Continuous coaching from industry professionals, which means you're set up for career advancement and personal growth, keeping you competitive in your chosen field. Wesley Financial Group proudly promotes from within the organization. This practice is one factor that has led to a culture we are proud of. Why Wesley? Wesley Financial Group, LLC has been in business for over 10 years. We are a 200+ employee company with a platinum rating through Dun & Bradstreet and were ranked on INC 500 in 2020 as the 203rd fastest-growing privately held company in the U.S. We've won over 75 business awards since 2020, including: 2024 - Great Place to Work Certified 2023 Great Place To Work Certified 2023 Business Intelligence Group - Excellence in Sales & Marketing 2022 Inc. 5000 Fastest Growing Company 2021 Gold Stevie Award - Fastest Growing Company 2021 Fortune Magazine - Best Workplaces for Women 2021 Nashville Business Journal - Best Places to Work 2021 CEO Views - Top 50 Best Companies of the Year 2020-21 Inc. 500 Fastest Growing Company 2020 Fortune Magazine - Best Places Workplaces Millennials 2020 Business Intelligence Group - Best Places to Work Aside from business accolades, Wesley Financial Group is strongly dedicated to giving back to the community. Through donations and volunteer work, we always strive to help others whether through our services or through our charitable work. Wesley is an Equal Opportunity Employer. We verify employment eligibility for all new hires using E-Verify. Please remember to check both your inbox and spam folders for all application and interview-related communications after you apply. Monday - Thursday, 9am - 5pm and Friday, 9am - 3pm. Fridays are earned work-from-home days. Compensation details: 0 Yearly Salary PIea020db5-
07/28/2026
Full time
Elevate your career with a 2020 INC 500 company offering a competitive salary + 401k match + health benefits + extra paid time off, and more! Wesley Financial Group is hiring for the Customer Account Resolution Specialist position at a starting salary of $50k + additional earning incentives. you're likely asking yourself, "What in the world is a Resolution Specialist?!" Wesley Financial Group is the leading name in helping timeshare owners get out from under their timeshares. In the 12+ years we've been in business, we've created a tidal wave of excitement from timeshare owners needing help, and we're looking for a new trusted Resolution Specialist to help the families we serve! What is a Customer Account Resolution Specialist? Think of yourself as your client's champion. As a Resolution Specialist at Wesley Financial Group, you'll walk alongside clients through every step of the timeshare cancellation process - setting expectations, building strategy, and making sure they never feel like they're navigating it alone. Your mission is simple: deliver an exceptional experience from start to finish while guiding each case toward a successful resolution. Never canceled a timeshare before? That's perfectly fine - we don't expect you to walk in with that expertise. What we do expect is someone who's organized, motivated, and genuinely energized by helping people. If you're a natural problem-solver with patience to spare and a team-first attitude, you'll fit right in. Important: This is an in-office position at our Franklin, TN headquarters. Candidates must live within 60 miles of Franklin, TN. What You'll Do Be your client's advocate - Actively guide clients through the timeshare termination process, keeping communication clear and expectations realistic at every stage Make the complex feel simple - Ensure clients fully understand each step and action being taken on their behalf throughout the dispute Build tailored strategies - Draft client-specific action plans designed to move each case toward successful timeshare ownership termination Keep response times tight - Reply to all client communication within department standards, and address every piece of client feedback within 24 hours with updates posted through chatter threads Maintain pristine records - Keep all client files in Salesforce accurate, current, and thoroughly documented Communicate with consistency and professionalism - Whether it's email, phone, or mail, every touchpoint should reflect the same polished, caring standard Elevate the team around you - Help foster a culture of accountability, efficiency, idea sharing, and a "we can always be better" mindset Stay ahead of the industry - Be a go-to resource for timeshare industry updates, trends, and general knowledge Jump in wherever you're needed - No task is beneath you; if something needs doing, you're ready to help What You Bring 2+ years of standout customer service and account management experience - this is a must Exceptional organizational skills - You keep everything in order without being reminded Sharp problem-solving instincts - When a challenge shows up, you don't freeze; you figure it out A results-driven approach - You measure success by outcomes and hold yourself to a high bar Attention to detail that doesn't quit - Accuracy matters to you, every single time Flexibility and adaptability - You're energized by change, not threatened by it Integrity that stands on its own - You do the right thing even when nobody's watching A collaborative, team-first mindset - You make the people around you better Strong work ethic and efficiency - You know how to work hard and work smart Preferred Experience Salesforce - Familiarity with managing client records and workflows Customer Service - A background in client-facing roles where experience mattered Google Workspace / Microsoft Office - Comfortable working across everyday business tools New Employees Receive: A MacBook for your work tasks, which means you'll enjoy a seamless and efficient work experience, aiming to reduce your stress associated with technical issues. A weekly pay schedule to ensure you have a reliable, steady income, which means you can confidently manage your personal budget and financial obligations. A 401k program that includes a company match, which means your retirement savings get a significant boost, helping you achieve your long-term financial goals quicker. An employer-funded Health Savings Account (HSA) along with comprehensive Medical, Dental, and Vision Insurance, which means both your immediate and future healthcare needs are covered, reducing your financial stress related to health. 9 paid holidays, which means more time to recharge and be with loved ones, enhancing your overall job satisfaction and work-life balance. Access to our office's health and wellness facilities such as the fitness center and natural courtyard, which means you can easily incorporate fitness and relaxation into your workday, promoting a healthier, more balanced lifestyle. A unique culture featuring food trucks, lounge areas, and (occasional) foosball tournaments, which means a vibrant and collaborative work atmosphere, providing an opportunity for you to build meaningful relationships and have fun while working. Continuous coaching from industry professionals, which means you're set up for career advancement and personal growth, keeping you competitive in your chosen field. Wesley Financial Group proudly promotes from within the organization. This practice is one factor that has led to a culture we are proud of. Why Wesley? Wesley Financial Group, LLC has been in business for over 10 years. We are a 200+ employee company with a platinum rating through Dun & Bradstreet and were ranked on INC 500 in 2020 as the 203rd fastest-growing privately held company in the U.S. We've won over 75 business awards since 2020, including: 2024 - Great Place to Work Certified 2023 Great Place To Work Certified 2023 Business Intelligence Group - Excellence in Sales & Marketing 2022 Inc. 5000 Fastest Growing Company 2021 Gold Stevie Award - Fastest Growing Company 2021 Fortune Magazine - Best Workplaces for Women 2021 Nashville Business Journal - Best Places to Work 2021 CEO Views - Top 50 Best Companies of the Year 2020-21 Inc. 500 Fastest Growing Company 2020 Fortune Magazine - Best Places Workplaces Millennials 2020 Business Intelligence Group - Best Places to Work Aside from business accolades, Wesley Financial Group is strongly dedicated to giving back to the community. Through donations and volunteer work, we always strive to help others whether through our services or through our charitable work. Wesley is an Equal Opportunity Employer. We verify employment eligibility for all new hires using E-Verify. Please remember to check both your inbox and spam folders for all application and interview-related communications after you apply. Monday - Thursday, 9am - 5pm and Friday, 9am - 3pm. Fridays are earned work-from-home days. Compensation details: 0 Yearly Salary PIea020db5-
Assistant Client Service Specialist- Employee Benefits
MARSHALL & STERLING INC Poughkeepsie, New York
Position Title: Assistant Client Service Specialist- Employee Benefits Location: Hybrid • Poughkeepsie Office - Poughkeepsie, NY 12601 Salary Range: $37,500.00 - $42,500.00 Salary/year Overview Salary Range $37,500.00 - $42,500.00 Salary/year Position Type Full Time Assistant Client Service Specialist Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. We're hiring for an Assistant Client Service Specialist to provide superior service and administrative support to the department. Responsibilities include: This role will be based out of Marshall+Sterling's Poughkeepsie, New York Office Support Client Service Specialists by assisting with customer requests and maintaining smooth operations behind the scenes. Document all client and carrier communications regarding coverages and exposures in the management system. Follow workflow procedures, adhere to agency guidelines, and promptly report any actual or potential E&O claims. Maintain required professional accreditations and participate in continuing education programs when available. Perform other duties and projects as assigned. Qualifications Proficiency with AI tools, task management systems, and Microsoft Office. High School diploma or equivalent required Brings a positive attitude and works well with fellow employee owners, leaders, and others inside and outside the company. Highly organized and detail-oriented. Total Rewards Package: Compensation: $37,500 - $42,500, based on experience, education, and work location. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers-Marshall+Sterling # PGM26 Compensation details: 0 Yearly Salary PI4eb531f53bb8-2510
07/28/2026
Full time
Position Title: Assistant Client Service Specialist- Employee Benefits Location: Hybrid • Poughkeepsie Office - Poughkeepsie, NY 12601 Salary Range: $37,500.00 - $42,500.00 Salary/year Overview Salary Range $37,500.00 - $42,500.00 Salary/year Position Type Full Time Assistant Client Service Specialist Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. We're hiring for an Assistant Client Service Specialist to provide superior service and administrative support to the department. Responsibilities include: This role will be based out of Marshall+Sterling's Poughkeepsie, New York Office Support Client Service Specialists by assisting with customer requests and maintaining smooth operations behind the scenes. Document all client and carrier communications regarding coverages and exposures in the management system. Follow workflow procedures, adhere to agency guidelines, and promptly report any actual or potential E&O claims. Maintain required professional accreditations and participate in continuing education programs when available. Perform other duties and projects as assigned. Qualifications Proficiency with AI tools, task management systems, and Microsoft Office. High School diploma or equivalent required Brings a positive attitude and works well with fellow employee owners, leaders, and others inside and outside the company. Highly organized and detail-oriented. Total Rewards Package: Compensation: $37,500 - $42,500, based on experience, education, and work location. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers-Marshall+Sterling # PGM26 Compensation details: 0 Yearly Salary PI4eb531f53bb8-2510
Assistant Client Service Specialist
MARSHALL & STERLING INC Glens Falls, New York
Position Title: Assistant Client Service Specialist Location: Glens Falls Office - Glen Falls, NY 12801 Salary Range: $37,500.00 - $42,500.00 Salary Overview Salary Range $37,500.00 - $42,500.00 Salary Position Type Full Time Description Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. We're hiring for an Assistant Client Service Specialist to provide superior service and administrative support to the department. Responsibilities include: This role will be based out of Marshall+Sterling's Glens Falls, New York Office Support Client Service Specialists by assisting with customer requests and maintaining smooth operations behind the scenes. Document all client and carrier communications regarding coverages and exposures in the management system. Follow workflow procedures, adhere to agency guidelines, and promptly report any actual or potential E&O claims. Maintain required professional accreditations and participate in continuing education programs when available. Perform other duties and projects as assigned. Qualifications Proficiency with AI tools, task management systems, and Microsoft Office. High School diploma or equivalent required Brings a positive attitude and works well with fellow employee owners, leaders, and others inside and outside the company. Highly organized and detail-oriented. Total Rewards Package: Compensation: $37,500 - $42,500, paid on an hourly basis, based on experience, education, and work location. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers-Marshall+Sterling Compensation details: 0 PI5f88cf34500f-8298
07/28/2026
Full time
Position Title: Assistant Client Service Specialist Location: Glens Falls Office - Glen Falls, NY 12801 Salary Range: $37,500.00 - $42,500.00 Salary Overview Salary Range $37,500.00 - $42,500.00 Salary Position Type Full Time Description Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. We're hiring for an Assistant Client Service Specialist to provide superior service and administrative support to the department. Responsibilities include: This role will be based out of Marshall+Sterling's Glens Falls, New York Office Support Client Service Specialists by assisting with customer requests and maintaining smooth operations behind the scenes. Document all client and carrier communications regarding coverages and exposures in the management system. Follow workflow procedures, adhere to agency guidelines, and promptly report any actual or potential E&O claims. Maintain required professional accreditations and participate in continuing education programs when available. Perform other duties and projects as assigned. Qualifications Proficiency with AI tools, task management systems, and Microsoft Office. High School diploma or equivalent required Brings a positive attitude and works well with fellow employee owners, leaders, and others inside and outside the company. Highly organized and detail-oriented. Total Rewards Package: Compensation: $37,500 - $42,500, paid on an hourly basis, based on experience, education, and work location. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers-Marshall+Sterling Compensation details: 0 PI5f88cf34500f-8298
Medicaid Rebate Analyst Services Specialist
Conduent State Healthcare, LLC
Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is noticed and valued every day. Medicaid Rebate Analyst Services Specialist Location: Remote $30.00/Hourly Join the Conduent Customer Service Team As a Medicaid Rebate Analyst Services Specialist, you will provide document review and data support to our client. Your assistance will make a positive difference in the organization you support. You will be able to provide successful administration. Working for you Here are a few good reasons to work at Conduent: Paid Training Pay is $30.00/hour, which may be below your state's minimum wage. Please take this into consideration when applying. Medical, dental, 401K/matching, vision benefits, and more! PerkSpot - Employee discount program Career growth opportunities Positive employee friendly culture Schedules from 9:00 AM - 6:00 PM (EST) Monday to Friday with a 1-hour unpaid lunch Equipment is provided. Requirements To be successful in this role you will: Have a Bachelor's degree in (Healthcare Administration, Finance, and Accounting). Must be able to submit to a pre-employment screening. Have legal authorization to work permanently in the United States without requiring a visa transfer or visa sponsorship. 2-3 years Medicaid rebate administration experience. 4-6 years in Healthcare finance, Pharmacy operations, and Accounts receivable. Preferred Skills/Experience As aMedicaid Rebate Analyst Services Specialist, you will: Advanced Microsoft Excel proficiency. Financial reconciliation experience. Experience working with large datasets and reporting tools. Strong analytical and organizational skills. Medicaid Drug Rebate Program (MDRP) experience. Experience with (Medical Rebate Systems, MMIS, and Rabate Administration Platforms). Knowledge of (Pharmacy Claim Processing, National Drug Codes (NDCs), Unit Rebate Amounts (URAs), and Manufacture Rebate Calculations). Support quarterly Medicaid rebate invoice generation. Calculate, validate, freeze, and distribute rebate invoices. Verify invoice accuracy using utilization, NDC, labeler, and program data. Maintain invoice distribution records. Create CMS-required utilization and invoicing files. Ensure invoicing deadlines are met. Process rebate payments received via EFT, lockbox, and checks. Allocate payments to the 11-digit NDC level. Reconcile principal and interest payments against invoices. Research allocation discrepancies and unapplied balances. Maintain accurate accounts receivable records. Ensure payments are properly allocated within service-level expectations. Assist with manufacturer dispute research and documentation. Enter and maintain dispute records in rebate systems. Review exception reports and invoice audits. Research invoice variances and reconciliation issues. Support reporting and collections activities. Monitor outstanding receivables. Identify process improvement opportunities. Support quarterly and ad hoc reporting initiatives. About the Role The Medicaid Rebate Analyst Services Specialist supports state Medicaid Drug Rebate Programs (MDRP) by managing rebate invoicing, payment allocation, reconciliation, accounts receivable activities, dispute tracking, and audit documentation. This role combines healthcare finance, data analysis, accounts receivable, and regulatory compliance responsibilities. Key Competencies Financial Reconciliation Accounts Receivable Management Data Analysis Regulatory Compliance Problem Solving Audit Readiness Time Management Attention to Detail Written & Verbal Communication Stakeholder/Customer Service Come join us and grow with a team of people who will challenge and inspire you to be the best! We are currently NOT hiring in the following geographies, including but not limited to: States: AK, CA, HI, MA, IL, MT, NY & Puerto Rico Metro Areas: MN - Minneapolis, IL - Chicago, NY - New York City, OR - Portland, MD - Montgomery County, WA - Seattle, Washington, DC Apply Today! Pay Transparency Laws in some locations require disclosure of compensation and/or benefits-related information. For this position, actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. In addition to base pay, this position, based on business need, may be eligible for a bonus or incentive. In addition, Conduent provides a variety of benefits to employees including health insurance coverage, voluntary dental and vision programs, life and disability insurance, a retirement savings plan, paid holidays, and paid time off (PTO) or vacation and/or sick time. The estimated hourly rate for this role is $30.00. Conduent is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, gender expression, sex/gender, marital status, sexual orientation, physical or mental disability, medical condition, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law. For US applicants: People with disabilities who need a reasonable accommodation to apply for or compete for employment with Conduent may request such accommodation(s) by submitting their request through this form that must be downloaded: click here to access or download the form . Complete the form and then email it as an attachment to . You may also click here to access Conduent's ADAAA Accommodation Policy .
07/28/2026
Full time
Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is noticed and valued every day. Medicaid Rebate Analyst Services Specialist Location: Remote $30.00/Hourly Join the Conduent Customer Service Team As a Medicaid Rebate Analyst Services Specialist, you will provide document review and data support to our client. Your assistance will make a positive difference in the organization you support. You will be able to provide successful administration. Working for you Here are a few good reasons to work at Conduent: Paid Training Pay is $30.00/hour, which may be below your state's minimum wage. Please take this into consideration when applying. Medical, dental, 401K/matching, vision benefits, and more! PerkSpot - Employee discount program Career growth opportunities Positive employee friendly culture Schedules from 9:00 AM - 6:00 PM (EST) Monday to Friday with a 1-hour unpaid lunch Equipment is provided. Requirements To be successful in this role you will: Have a Bachelor's degree in (Healthcare Administration, Finance, and Accounting). Must be able to submit to a pre-employment screening. Have legal authorization to work permanently in the United States without requiring a visa transfer or visa sponsorship. 2-3 years Medicaid rebate administration experience. 4-6 years in Healthcare finance, Pharmacy operations, and Accounts receivable. Preferred Skills/Experience As aMedicaid Rebate Analyst Services Specialist, you will: Advanced Microsoft Excel proficiency. Financial reconciliation experience. Experience working with large datasets and reporting tools. Strong analytical and organizational skills. Medicaid Drug Rebate Program (MDRP) experience. Experience with (Medical Rebate Systems, MMIS, and Rabate Administration Platforms). Knowledge of (Pharmacy Claim Processing, National Drug Codes (NDCs), Unit Rebate Amounts (URAs), and Manufacture Rebate Calculations). Support quarterly Medicaid rebate invoice generation. Calculate, validate, freeze, and distribute rebate invoices. Verify invoice accuracy using utilization, NDC, labeler, and program data. Maintain invoice distribution records. Create CMS-required utilization and invoicing files. Ensure invoicing deadlines are met. Process rebate payments received via EFT, lockbox, and checks. Allocate payments to the 11-digit NDC level. Reconcile principal and interest payments against invoices. Research allocation discrepancies and unapplied balances. Maintain accurate accounts receivable records. Ensure payments are properly allocated within service-level expectations. Assist with manufacturer dispute research and documentation. Enter and maintain dispute records in rebate systems. Review exception reports and invoice audits. Research invoice variances and reconciliation issues. Support reporting and collections activities. Monitor outstanding receivables. Identify process improvement opportunities. Support quarterly and ad hoc reporting initiatives. About the Role The Medicaid Rebate Analyst Services Specialist supports state Medicaid Drug Rebate Programs (MDRP) by managing rebate invoicing, payment allocation, reconciliation, accounts receivable activities, dispute tracking, and audit documentation. This role combines healthcare finance, data analysis, accounts receivable, and regulatory compliance responsibilities. Key Competencies Financial Reconciliation Accounts Receivable Management Data Analysis Regulatory Compliance Problem Solving Audit Readiness Time Management Attention to Detail Written & Verbal Communication Stakeholder/Customer Service Come join us and grow with a team of people who will challenge and inspire you to be the best! We are currently NOT hiring in the following geographies, including but not limited to: States: AK, CA, HI, MA, IL, MT, NY & Puerto Rico Metro Areas: MN - Minneapolis, IL - Chicago, NY - New York City, OR - Portland, MD - Montgomery County, WA - Seattle, Washington, DC Apply Today! Pay Transparency Laws in some locations require disclosure of compensation and/or benefits-related information. For this position, actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. In addition to base pay, this position, based on business need, may be eligible for a bonus or incentive. In addition, Conduent provides a variety of benefits to employees including health insurance coverage, voluntary dental and vision programs, life and disability insurance, a retirement savings plan, paid holidays, and paid time off (PTO) or vacation and/or sick time. The estimated hourly rate for this role is $30.00. Conduent is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, gender expression, sex/gender, marital status, sexual orientation, physical or mental disability, medical condition, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law. For US applicants: People with disabilities who need a reasonable accommodation to apply for or compete for employment with Conduent may request such accommodation(s) by submitting their request through this form that must be downloaded: click here to access or download the form . Complete the form and then email it as an attachment to . You may also click here to access Conduent's ADAAA Accommodation Policy .
Medicaid Rebate Analyst Services Specialist
Conduent State Healthcare, LLC
Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is noticed and valued every day. Medicaid Rebate Analyst Services Specialist Location: Remote $30.00/Hourly Join the Conduent Customer Service Team As a Medicaid Rebate Analyst Services Specialist, you will provide document review and data support to our client. Your assistance will make a positive difference in the organization you support. You will be able to provide successful administration. Working for you Here are a few good reasons to work at Conduent: Paid Training Pay is $30.00/hour, which may be below your state's minimum wage. Please take this into consideration when applying. Medical, dental, 401K/matching, vision benefits, and more! PerkSpot - Employee discount program Career growth opportunities Positive employee friendly culture Schedules from 9:00 AM - 6:00 PM (EST) Monday to Friday with a 1-hour unpaid lunch Equipment is provided. Requirements To be successful in this role you will: Have a Bachelor's degree in (Healthcare Administration, Finance, and Accounting). Must be able to submit to a pre-employment screening. Have legal authorization to work permanently in the United States without requiring a visa transfer or visa sponsorship. 2-3 years Medicaid rebate administration experience. 4-6 years in Healthcare finance, Pharmacy operations, and Accounts receivable. Preferred Skills/Experience As aMedicaid Rebate Analyst Services Specialist, you will: Advanced Microsoft Excel proficiency. Financial reconciliation experience. Experience working with large datasets and reporting tools. Strong analytical and organizational skills. Medicaid Drug Rebate Program (MDRP) experience. Experience with (Medical Rebate Systems, MMIS, and Rabate Administration Platforms). Knowledge of (Pharmacy Claim Processing, National Drug Codes (NDCs), Unit Rebate Amounts (URAs), and Manufacture Rebate Calculations). Support quarterly Medicaid rebate invoice generation. Calculate, validate, freeze, and distribute rebate invoices. Verify invoice accuracy using utilization, NDC, labeler, and program data. Maintain invoice distribution records. Create CMS-required utilization and invoicing files. Ensure invoicing deadlines are met. Process rebate payments received via EFT, lockbox, and checks. Allocate payments to the 11-digit NDC level. Reconcile principal and interest payments against invoices. Research allocation discrepancies and unapplied balances. Maintain accurate accounts receivable records. Ensure payments are properly allocated within service-level expectations. Assist with manufacturer dispute research and documentation. Enter and maintain dispute records in rebate systems. Review exception reports and invoice audits. Research invoice variances and reconciliation issues. Support reporting and collections activities. Monitor outstanding receivables. Identify process improvement opportunities. Support quarterly and ad hoc reporting initiatives. About the Role The Medicaid Rebate Analyst Services Specialist supports state Medicaid Drug Rebate Programs (MDRP) by managing rebate invoicing, payment allocation, reconciliation, accounts receivable activities, dispute tracking, and audit documentation. This role combines healthcare finance, data analysis, accounts receivable, and regulatory compliance responsibilities. Key Competencies Financial Reconciliation Accounts Receivable Management Data Analysis Regulatory Compliance Problem Solving Audit Readiness Time Management Attention to Detail Written & Verbal Communication Stakeholder/Customer Service Come join us and grow with a team of people who will challenge and inspire you to be the best! We are currently NOT hiring in the following geographies, including but not limited to: States: AK, CA, HI, MA, IL, MT, NY & Puerto Rico Metro Areas: MN - Minneapolis, IL - Chicago, NY - New York City, OR - Portland, MD - Montgomery County, WA - Seattle, Washington, DC Apply Today! Pay Transparency Laws in some locations require disclosure of compensation and/or benefits-related information. For this position, actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. In addition to base pay, this position, based on business need, may be eligible for a bonus or incentive. In addition, Conduent provides a variety of benefits to employees including health insurance coverage, voluntary dental and vision programs, life and disability insurance, a retirement savings plan, paid holidays, and paid time off (PTO) or vacation and/or sick time. The estimated hourly rate for this role is $30.00. Conduent is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, gender expression, sex/gender, marital status, sexual orientation, physical or mental disability, medical condition, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law. For US applicants: People with disabilities who need a reasonable accommodation to apply for or compete for employment with Conduent may request such accommodation(s) by submitting their request through this form that must be downloaded: click here to access or download the form . Complete the form and then email it as an attachment to . You may also click here to access Conduent's ADAAA Accommodation Policy .
07/28/2026
Full time
Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is noticed and valued every day. Medicaid Rebate Analyst Services Specialist Location: Remote $30.00/Hourly Join the Conduent Customer Service Team As a Medicaid Rebate Analyst Services Specialist, you will provide document review and data support to our client. Your assistance will make a positive difference in the organization you support. You will be able to provide successful administration. Working for you Here are a few good reasons to work at Conduent: Paid Training Pay is $30.00/hour, which may be below your state's minimum wage. Please take this into consideration when applying. Medical, dental, 401K/matching, vision benefits, and more! PerkSpot - Employee discount program Career growth opportunities Positive employee friendly culture Schedules from 9:00 AM - 6:00 PM (EST) Monday to Friday with a 1-hour unpaid lunch Equipment is provided. Requirements To be successful in this role you will: Have a Bachelor's degree in (Healthcare Administration, Finance, and Accounting). Must be able to submit to a pre-employment screening. Have legal authorization to work permanently in the United States without requiring a visa transfer or visa sponsorship. 2-3 years Medicaid rebate administration experience. 4-6 years in Healthcare finance, Pharmacy operations, and Accounts receivable. Preferred Skills/Experience As aMedicaid Rebate Analyst Services Specialist, you will: Advanced Microsoft Excel proficiency. Financial reconciliation experience. Experience working with large datasets and reporting tools. Strong analytical and organizational skills. Medicaid Drug Rebate Program (MDRP) experience. Experience with (Medical Rebate Systems, MMIS, and Rabate Administration Platforms). Knowledge of (Pharmacy Claim Processing, National Drug Codes (NDCs), Unit Rebate Amounts (URAs), and Manufacture Rebate Calculations). Support quarterly Medicaid rebate invoice generation. Calculate, validate, freeze, and distribute rebate invoices. Verify invoice accuracy using utilization, NDC, labeler, and program data. Maintain invoice distribution records. Create CMS-required utilization and invoicing files. Ensure invoicing deadlines are met. Process rebate payments received via EFT, lockbox, and checks. Allocate payments to the 11-digit NDC level. Reconcile principal and interest payments against invoices. Research allocation discrepancies and unapplied balances. Maintain accurate accounts receivable records. Ensure payments are properly allocated within service-level expectations. Assist with manufacturer dispute research and documentation. Enter and maintain dispute records in rebate systems. Review exception reports and invoice audits. Research invoice variances and reconciliation issues. Support reporting and collections activities. Monitor outstanding receivables. Identify process improvement opportunities. Support quarterly and ad hoc reporting initiatives. About the Role The Medicaid Rebate Analyst Services Specialist supports state Medicaid Drug Rebate Programs (MDRP) by managing rebate invoicing, payment allocation, reconciliation, accounts receivable activities, dispute tracking, and audit documentation. This role combines healthcare finance, data analysis, accounts receivable, and regulatory compliance responsibilities. Key Competencies Financial Reconciliation Accounts Receivable Management Data Analysis Regulatory Compliance Problem Solving Audit Readiness Time Management Attention to Detail Written & Verbal Communication Stakeholder/Customer Service Come join us and grow with a team of people who will challenge and inspire you to be the best! We are currently NOT hiring in the following geographies, including but not limited to: States: AK, CA, HI, MA, IL, MT, NY & Puerto Rico Metro Areas: MN - Minneapolis, IL - Chicago, NY - New York City, OR - Portland, MD - Montgomery County, WA - Seattle, Washington, DC Apply Today! Pay Transparency Laws in some locations require disclosure of compensation and/or benefits-related information. For this position, actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. In addition to base pay, this position, based on business need, may be eligible for a bonus or incentive. In addition, Conduent provides a variety of benefits to employees including health insurance coverage, voluntary dental and vision programs, life and disability insurance, a retirement savings plan, paid holidays, and paid time off (PTO) or vacation and/or sick time. The estimated hourly rate for this role is $30.00. Conduent is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, gender expression, sex/gender, marital status, sexual orientation, physical or mental disability, medical condition, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law. For US applicants: People with disabilities who need a reasonable accommodation to apply for or compete for employment with Conduent may request such accommodation(s) by submitting their request through this form that must be downloaded: click here to access or download the form . Complete the form and then email it as an attachment to . You may also click here to access Conduent's ADAAA Accommodation Policy .
Medicaid Rebate Analyst Services Specialist
Conduent State Healthcare, LLC
Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is noticed and valued every day. Medicaid Rebate Analyst Services Specialist Location: Remote $30.00/Hourly Join the Conduent Customer Service Team As a Medicaid Rebate Analyst Services Specialist, you will provide document review and data support to our client. Your assistance will make a positive difference in the organization you support. You will be able to provide successful administration. Working for you Here are a few good reasons to work at Conduent: Paid Training Pay is $30.00/hour, which may be below your state's minimum wage. Please take this into consideration when applying. Medical, dental, 401K/matching, vision benefits, and more! PerkSpot - Employee discount program Career growth opportunities Positive employee friendly culture Schedules from 9:00 AM - 6:00 PM (EST) Monday to Friday with a 1-hour unpaid lunch Equipment is provided. Requirements To be successful in this role you will: Have a Bachelor's degree in (Healthcare Administration, Finance, and Accounting). Must be able to submit to a pre-employment screening. Have legal authorization to work permanently in the United States without requiring a visa transfer or visa sponsorship. 2-3 years Medicaid rebate administration experience. 4-6 years in Healthcare finance, Pharmacy operations, and Accounts receivable. Preferred Skills/Experience As aMedicaid Rebate Analyst Services Specialist, you will: Advanced Microsoft Excel proficiency. Financial reconciliation experience. Experience working with large datasets and reporting tools. Strong analytical and organizational skills. Medicaid Drug Rebate Program (MDRP) experience. Experience with (Medical Rebate Systems, MMIS, and Rabate Administration Platforms). Knowledge of (Pharmacy Claim Processing, National Drug Codes (NDCs), Unit Rebate Amounts (URAs), and Manufacture Rebate Calculations). Support quarterly Medicaid rebate invoice generation. Calculate, validate, freeze, and distribute rebate invoices. Verify invoice accuracy using utilization, NDC, labeler, and program data. Maintain invoice distribution records. Create CMS-required utilization and invoicing files. Ensure invoicing deadlines are met. Process rebate payments received via EFT, lockbox, and checks. Allocate payments to the 11-digit NDC level. Reconcile principal and interest payments against invoices. Research allocation discrepancies and unapplied balances. Maintain accurate accounts receivable records. Ensure payments are properly allocated within service-level expectations. Assist with manufacturer dispute research and documentation. Enter and maintain dispute records in rebate systems. Review exception reports and invoice audits. Research invoice variances and reconciliation issues. Support reporting and collections activities. Monitor outstanding receivables. Identify process improvement opportunities. Support quarterly and ad hoc reporting initiatives. About the Role The Medicaid Rebate Analyst Services Specialist supports state Medicaid Drug Rebate Programs (MDRP) by managing rebate invoicing, payment allocation, reconciliation, accounts receivable activities, dispute tracking, and audit documentation. This role combines healthcare finance, data analysis, accounts receivable, and regulatory compliance responsibilities. Key Competencies Financial Reconciliation Accounts Receivable Management Data Analysis Regulatory Compliance Problem Solving Audit Readiness Time Management Attention to Detail Written & Verbal Communication Stakeholder/Customer Service Come join us and grow with a team of people who will challenge and inspire you to be the best! We are currently NOT hiring in the following geographies, including but not limited to: States: AK, CA, HI, MA, IL, MT, NY & Puerto Rico Metro Areas: MN - Minneapolis, IL - Chicago, NY - New York City, OR - Portland, MD - Montgomery County, WA - Seattle, Washington, DC Apply Today! Pay Transparency Laws in some locations require disclosure of compensation and/or benefits-related information. For this position, actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. In addition to base pay, this position, based on business need, may be eligible for a bonus or incentive. In addition, Conduent provides a variety of benefits to employees including health insurance coverage, voluntary dental and vision programs, life and disability insurance, a retirement savings plan, paid holidays, and paid time off (PTO) or vacation and/or sick time. The estimated hourly rate for this role is $30.00. Conduent is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, gender expression, sex/gender, marital status, sexual orientation, physical or mental disability, medical condition, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law. For US applicants: People with disabilities who need a reasonable accommodation to apply for or compete for employment with Conduent may request such accommodation(s) by submitting their request through this form that must be downloaded: click here to access or download the form . Complete the form and then email it as an attachment to . You may also click here to access Conduent's ADAAA Accommodation Policy .
07/28/2026
Full time
Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is noticed and valued every day. Medicaid Rebate Analyst Services Specialist Location: Remote $30.00/Hourly Join the Conduent Customer Service Team As a Medicaid Rebate Analyst Services Specialist, you will provide document review and data support to our client. Your assistance will make a positive difference in the organization you support. You will be able to provide successful administration. Working for you Here are a few good reasons to work at Conduent: Paid Training Pay is $30.00/hour, which may be below your state's minimum wage. Please take this into consideration when applying. Medical, dental, 401K/matching, vision benefits, and more! PerkSpot - Employee discount program Career growth opportunities Positive employee friendly culture Schedules from 9:00 AM - 6:00 PM (EST) Monday to Friday with a 1-hour unpaid lunch Equipment is provided. Requirements To be successful in this role you will: Have a Bachelor's degree in (Healthcare Administration, Finance, and Accounting). Must be able to submit to a pre-employment screening. Have legal authorization to work permanently in the United States without requiring a visa transfer or visa sponsorship. 2-3 years Medicaid rebate administration experience. 4-6 years in Healthcare finance, Pharmacy operations, and Accounts receivable. Preferred Skills/Experience As aMedicaid Rebate Analyst Services Specialist, you will: Advanced Microsoft Excel proficiency. Financial reconciliation experience. Experience working with large datasets and reporting tools. Strong analytical and organizational skills. Medicaid Drug Rebate Program (MDRP) experience. Experience with (Medical Rebate Systems, MMIS, and Rabate Administration Platforms). Knowledge of (Pharmacy Claim Processing, National Drug Codes (NDCs), Unit Rebate Amounts (URAs), and Manufacture Rebate Calculations). Support quarterly Medicaid rebate invoice generation. Calculate, validate, freeze, and distribute rebate invoices. Verify invoice accuracy using utilization, NDC, labeler, and program data. Maintain invoice distribution records. Create CMS-required utilization and invoicing files. Ensure invoicing deadlines are met. Process rebate payments received via EFT, lockbox, and checks. Allocate payments to the 11-digit NDC level. Reconcile principal and interest payments against invoices. Research allocation discrepancies and unapplied balances. Maintain accurate accounts receivable records. Ensure payments are properly allocated within service-level expectations. Assist with manufacturer dispute research and documentation. Enter and maintain dispute records in rebate systems. Review exception reports and invoice audits. Research invoice variances and reconciliation issues. Support reporting and collections activities. Monitor outstanding receivables. Identify process improvement opportunities. Support quarterly and ad hoc reporting initiatives. About the Role The Medicaid Rebate Analyst Services Specialist supports state Medicaid Drug Rebate Programs (MDRP) by managing rebate invoicing, payment allocation, reconciliation, accounts receivable activities, dispute tracking, and audit documentation. This role combines healthcare finance, data analysis, accounts receivable, and regulatory compliance responsibilities. Key Competencies Financial Reconciliation Accounts Receivable Management Data Analysis Regulatory Compliance Problem Solving Audit Readiness Time Management Attention to Detail Written & Verbal Communication Stakeholder/Customer Service Come join us and grow with a team of people who will challenge and inspire you to be the best! We are currently NOT hiring in the following geographies, including but not limited to: States: AK, CA, HI, MA, IL, MT, NY & Puerto Rico Metro Areas: MN - Minneapolis, IL - Chicago, NY - New York City, OR - Portland, MD - Montgomery County, WA - Seattle, Washington, DC Apply Today! Pay Transparency Laws in some locations require disclosure of compensation and/or benefits-related information. For this position, actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. In addition to base pay, this position, based on business need, may be eligible for a bonus or incentive. In addition, Conduent provides a variety of benefits to employees including health insurance coverage, voluntary dental and vision programs, life and disability insurance, a retirement savings plan, paid holidays, and paid time off (PTO) or vacation and/or sick time. The estimated hourly rate for this role is $30.00. Conduent is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, gender expression, sex/gender, marital status, sexual orientation, physical or mental disability, medical condition, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law. For US applicants: People with disabilities who need a reasonable accommodation to apply for or compete for employment with Conduent may request such accommodation(s) by submitting their request through this form that must be downloaded: click here to access or download the form . Complete the form and then email it as an attachment to . You may also click here to access Conduent's ADAAA Accommodation Policy .
Medicaid Rebate Analyst Services Specialist
Conduent State Healthcare, LLC
Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is noticed and valued every day. Medicaid Rebate Analyst Services Specialist Location: Remote $30.00/Hourly Join the Conduent Customer Service Team As a Medicaid Rebate Analyst Services Specialist, you will provide document review and data support to our client. Your assistance will make a positive difference in the organization you support. You will be able to provide successful administration. Working for you Here are a few good reasons to work at Conduent: Paid Training Pay is $30.00/hour, which may be below your state's minimum wage. Please take this into consideration when applying. Medical, dental, 401K/matching, vision benefits, and more! PerkSpot - Employee discount program Career growth opportunities Positive employee friendly culture Schedules from 9:00 AM - 6:00 PM (EST) Monday to Friday with a 1-hour unpaid lunch Equipment is provided. Requirements To be successful in this role you will: Have a Bachelor's degree in (Healthcare Administration, Finance, and Accounting). Must be able to submit to a pre-employment screening. Have legal authorization to work permanently in the United States without requiring a visa transfer or visa sponsorship. 2-3 years Medicaid rebate administration experience. 4-6 years in Healthcare finance, Pharmacy operations, and Accounts receivable. Preferred Skills/Experience As aMedicaid Rebate Analyst Services Specialist, you will: Advanced Microsoft Excel proficiency. Financial reconciliation experience. Experience working with large datasets and reporting tools. Strong analytical and organizational skills. Medicaid Drug Rebate Program (MDRP) experience. Experience with (Medical Rebate Systems, MMIS, and Rabate Administration Platforms). Knowledge of (Pharmacy Claim Processing, National Drug Codes (NDCs), Unit Rebate Amounts (URAs), and Manufacture Rebate Calculations). Support quarterly Medicaid rebate invoice generation. Calculate, validate, freeze, and distribute rebate invoices. Verify invoice accuracy using utilization, NDC, labeler, and program data. Maintain invoice distribution records. Create CMS-required utilization and invoicing files. Ensure invoicing deadlines are met. Process rebate payments received via EFT, lockbox, and checks. Allocate payments to the 11-digit NDC level. Reconcile principal and interest payments against invoices. Research allocation discrepancies and unapplied balances. Maintain accurate accounts receivable records. Ensure payments are properly allocated within service-level expectations. Assist with manufacturer dispute research and documentation. Enter and maintain dispute records in rebate systems. Review exception reports and invoice audits. Research invoice variances and reconciliation issues. Support reporting and collections activities. Monitor outstanding receivables. Identify process improvement opportunities. Support quarterly and ad hoc reporting initiatives. About the Role The Medicaid Rebate Analyst Services Specialist supports state Medicaid Drug Rebate Programs (MDRP) by managing rebate invoicing, payment allocation, reconciliation, accounts receivable activities, dispute tracking, and audit documentation. This role combines healthcare finance, data analysis, accounts receivable, and regulatory compliance responsibilities. Key Competencies Financial Reconciliation Accounts Receivable Management Data Analysis Regulatory Compliance Problem Solving Audit Readiness Time Management Attention to Detail Written & Verbal Communication Stakeholder/Customer Service Come join us and grow with a team of people who will challenge and inspire you to be the best! We are currently NOT hiring in the following geographies, including but not limited to: States: AK, CA, HI, MA, IL, MT, NY & Puerto Rico Metro Areas: MN - Minneapolis, IL - Chicago, NY - New York City, OR - Portland, MD - Montgomery County, WA - Seattle, Washington, DC Apply Today! Pay Transparency Laws in some locations require disclosure of compensation and/or benefits-related information. For this position, actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. In addition to base pay, this position, based on business need, may be eligible for a bonus or incentive. In addition, Conduent provides a variety of benefits to employees including health insurance coverage, voluntary dental and vision programs, life and disability insurance, a retirement savings plan, paid holidays, and paid time off (PTO) or vacation and/or sick time. The estimated hourly rate for this role is $30.00. Conduent is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, gender expression, sex/gender, marital status, sexual orientation, physical or mental disability, medical condition, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law. For US applicants: People with disabilities who need a reasonable accommodation to apply for or compete for employment with Conduent may request such accommodation(s) by submitting their request through this form that must be downloaded: click here to access or download the form . Complete the form and then email it as an attachment to . You may also click here to access Conduent's ADAAA Accommodation Policy .
07/28/2026
Full time
Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is noticed and valued every day. Medicaid Rebate Analyst Services Specialist Location: Remote $30.00/Hourly Join the Conduent Customer Service Team As a Medicaid Rebate Analyst Services Specialist, you will provide document review and data support to our client. Your assistance will make a positive difference in the organization you support. You will be able to provide successful administration. Working for you Here are a few good reasons to work at Conduent: Paid Training Pay is $30.00/hour, which may be below your state's minimum wage. Please take this into consideration when applying. Medical, dental, 401K/matching, vision benefits, and more! PerkSpot - Employee discount program Career growth opportunities Positive employee friendly culture Schedules from 9:00 AM - 6:00 PM (EST) Monday to Friday with a 1-hour unpaid lunch Equipment is provided. Requirements To be successful in this role you will: Have a Bachelor's degree in (Healthcare Administration, Finance, and Accounting). Must be able to submit to a pre-employment screening. Have legal authorization to work permanently in the United States without requiring a visa transfer or visa sponsorship. 2-3 years Medicaid rebate administration experience. 4-6 years in Healthcare finance, Pharmacy operations, and Accounts receivable. Preferred Skills/Experience As aMedicaid Rebate Analyst Services Specialist, you will: Advanced Microsoft Excel proficiency. Financial reconciliation experience. Experience working with large datasets and reporting tools. Strong analytical and organizational skills. Medicaid Drug Rebate Program (MDRP) experience. Experience with (Medical Rebate Systems, MMIS, and Rabate Administration Platforms). Knowledge of (Pharmacy Claim Processing, National Drug Codes (NDCs), Unit Rebate Amounts (URAs), and Manufacture Rebate Calculations). Support quarterly Medicaid rebate invoice generation. Calculate, validate, freeze, and distribute rebate invoices. Verify invoice accuracy using utilization, NDC, labeler, and program data. Maintain invoice distribution records. Create CMS-required utilization and invoicing files. Ensure invoicing deadlines are met. Process rebate payments received via EFT, lockbox, and checks. Allocate payments to the 11-digit NDC level. Reconcile principal and interest payments against invoices. Research allocation discrepancies and unapplied balances. Maintain accurate accounts receivable records. Ensure payments are properly allocated within service-level expectations. Assist with manufacturer dispute research and documentation. Enter and maintain dispute records in rebate systems. Review exception reports and invoice audits. Research invoice variances and reconciliation issues. Support reporting and collections activities. Monitor outstanding receivables. Identify process improvement opportunities. Support quarterly and ad hoc reporting initiatives. About the Role The Medicaid Rebate Analyst Services Specialist supports state Medicaid Drug Rebate Programs (MDRP) by managing rebate invoicing, payment allocation, reconciliation, accounts receivable activities, dispute tracking, and audit documentation. This role combines healthcare finance, data analysis, accounts receivable, and regulatory compliance responsibilities. Key Competencies Financial Reconciliation Accounts Receivable Management Data Analysis Regulatory Compliance Problem Solving Audit Readiness Time Management Attention to Detail Written & Verbal Communication Stakeholder/Customer Service Come join us and grow with a team of people who will challenge and inspire you to be the best! We are currently NOT hiring in the following geographies, including but not limited to: States: AK, CA, HI, MA, IL, MT, NY & Puerto Rico Metro Areas: MN - Minneapolis, IL - Chicago, NY - New York City, OR - Portland, MD - Montgomery County, WA - Seattle, Washington, DC Apply Today! Pay Transparency Laws in some locations require disclosure of compensation and/or benefits-related information. For this position, actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. In addition to base pay, this position, based on business need, may be eligible for a bonus or incentive. In addition, Conduent provides a variety of benefits to employees including health insurance coverage, voluntary dental and vision programs, life and disability insurance, a retirement savings plan, paid holidays, and paid time off (PTO) or vacation and/or sick time. The estimated hourly rate for this role is $30.00. Conduent is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, gender expression, sex/gender, marital status, sexual orientation, physical or mental disability, medical condition, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law. For US applicants: People with disabilities who need a reasonable accommodation to apply for or compete for employment with Conduent may request such accommodation(s) by submitting their request through this form that must be downloaded: click here to access or download the form . Complete the form and then email it as an attachment to . You may also click here to access Conduent's ADAAA Accommodation Policy .
Medicaid Rebate Analyst Services Specialist
Conduent State Healthcare, LLC
Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is noticed and valued every day. Medicaid Rebate Analyst Services Specialist Location: Remote $30.00/Hourly Join the Conduent Customer Service Team As a Medicaid Rebate Analyst Services Specialist, you will provide document review and data support to our client. Your assistance will make a positive difference in the organization you support. You will be able to provide successful administration. Working for you Here are a few good reasons to work at Conduent: Paid Training Pay is $30.00/hour, which may be below your state's minimum wage. Please take this into consideration when applying. Medical, dental, 401K/matching, vision benefits, and more! PerkSpot - Employee discount program Career growth opportunities Positive employee friendly culture Schedules from 9:00 AM - 6:00 PM (EST) Monday to Friday with a 1-hour unpaid lunch Equipment is provided. Requirements To be successful in this role you will: Have a Bachelor's degree in (Healthcare Administration, Finance, and Accounting). Must be able to submit to a pre-employment screening. Have legal authorization to work permanently in the United States without requiring a visa transfer or visa sponsorship. 2-3 years Medicaid rebate administration experience. 4-6 years in Healthcare finance, Pharmacy operations, and Accounts receivable. Preferred Skills/Experience As aMedicaid Rebate Analyst Services Specialist, you will: Advanced Microsoft Excel proficiency. Financial reconciliation experience. Experience working with large datasets and reporting tools. Strong analytical and organizational skills. Medicaid Drug Rebate Program (MDRP) experience. Experience with (Medical Rebate Systems, MMIS, and Rabate Administration Platforms). Knowledge of (Pharmacy Claim Processing, National Drug Codes (NDCs), Unit Rebate Amounts (URAs), and Manufacture Rebate Calculations). Support quarterly Medicaid rebate invoice generation. Calculate, validate, freeze, and distribute rebate invoices. Verify invoice accuracy using utilization, NDC, labeler, and program data. Maintain invoice distribution records. Create CMS-required utilization and invoicing files. Ensure invoicing deadlines are met. Process rebate payments received via EFT, lockbox, and checks. Allocate payments to the 11-digit NDC level. Reconcile principal and interest payments against invoices. Research allocation discrepancies and unapplied balances. Maintain accurate accounts receivable records. Ensure payments are properly allocated within service-level expectations. Assist with manufacturer dispute research and documentation. Enter and maintain dispute records in rebate systems. Review exception reports and invoice audits. Research invoice variances and reconciliation issues. Support reporting and collections activities. Monitor outstanding receivables. Identify process improvement opportunities. Support quarterly and ad hoc reporting initiatives. About the Role The Medicaid Rebate Analyst Services Specialist supports state Medicaid Drug Rebate Programs (MDRP) by managing rebate invoicing, payment allocation, reconciliation, accounts receivable activities, dispute tracking, and audit documentation. This role combines healthcare finance, data analysis, accounts receivable, and regulatory compliance responsibilities. Key Competencies Financial Reconciliation Accounts Receivable Management Data Analysis Regulatory Compliance Problem Solving Audit Readiness Time Management Attention to Detail Written & Verbal Communication Stakeholder/Customer Service Come join us and grow with a team of people who will challenge and inspire you to be the best! We are currently NOT hiring in the following geographies, including but not limited to: States: AK, CA, HI, MA, IL, MT, NY & Puerto Rico Metro Areas: MN - Minneapolis, IL - Chicago, NY - New York City, OR - Portland, MD - Montgomery County, WA - Seattle, Washington, DC Apply Today! Pay Transparency Laws in some locations require disclosure of compensation and/or benefits-related information. For this position, actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. In addition to base pay, this position, based on business need, may be eligible for a bonus or incentive. In addition, Conduent provides a variety of benefits to employees including health insurance coverage, voluntary dental and vision programs, life and disability insurance, a retirement savings plan, paid holidays, and paid time off (PTO) or vacation and/or sick time. The estimated hourly rate for this role is $30.00. Conduent is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, gender expression, sex/gender, marital status, sexual orientation, physical or mental disability, medical condition, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law. For US applicants: People with disabilities who need a reasonable accommodation to apply for or compete for employment with Conduent may request such accommodation(s) by submitting their request through this form that must be downloaded: click here to access or download the form . Complete the form and then email it as an attachment to . You may also click here to access Conduent's ADAAA Accommodation Policy .
07/28/2026
Full time
Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is noticed and valued every day. Medicaid Rebate Analyst Services Specialist Location: Remote $30.00/Hourly Join the Conduent Customer Service Team As a Medicaid Rebate Analyst Services Specialist, you will provide document review and data support to our client. Your assistance will make a positive difference in the organization you support. You will be able to provide successful administration. Working for you Here are a few good reasons to work at Conduent: Paid Training Pay is $30.00/hour, which may be below your state's minimum wage. Please take this into consideration when applying. Medical, dental, 401K/matching, vision benefits, and more! PerkSpot - Employee discount program Career growth opportunities Positive employee friendly culture Schedules from 9:00 AM - 6:00 PM (EST) Monday to Friday with a 1-hour unpaid lunch Equipment is provided. Requirements To be successful in this role you will: Have a Bachelor's degree in (Healthcare Administration, Finance, and Accounting). Must be able to submit to a pre-employment screening. Have legal authorization to work permanently in the United States without requiring a visa transfer or visa sponsorship. 2-3 years Medicaid rebate administration experience. 4-6 years in Healthcare finance, Pharmacy operations, and Accounts receivable. Preferred Skills/Experience As aMedicaid Rebate Analyst Services Specialist, you will: Advanced Microsoft Excel proficiency. Financial reconciliation experience. Experience working with large datasets and reporting tools. Strong analytical and organizational skills. Medicaid Drug Rebate Program (MDRP) experience. Experience with (Medical Rebate Systems, MMIS, and Rabate Administration Platforms). Knowledge of (Pharmacy Claim Processing, National Drug Codes (NDCs), Unit Rebate Amounts (URAs), and Manufacture Rebate Calculations). Support quarterly Medicaid rebate invoice generation. Calculate, validate, freeze, and distribute rebate invoices. Verify invoice accuracy using utilization, NDC, labeler, and program data. Maintain invoice distribution records. Create CMS-required utilization and invoicing files. Ensure invoicing deadlines are met. Process rebate payments received via EFT, lockbox, and checks. Allocate payments to the 11-digit NDC level. Reconcile principal and interest payments against invoices. Research allocation discrepancies and unapplied balances. Maintain accurate accounts receivable records. Ensure payments are properly allocated within service-level expectations. Assist with manufacturer dispute research and documentation. Enter and maintain dispute records in rebate systems. Review exception reports and invoice audits. Research invoice variances and reconciliation issues. Support reporting and collections activities. Monitor outstanding receivables. Identify process improvement opportunities. Support quarterly and ad hoc reporting initiatives. About the Role The Medicaid Rebate Analyst Services Specialist supports state Medicaid Drug Rebate Programs (MDRP) by managing rebate invoicing, payment allocation, reconciliation, accounts receivable activities, dispute tracking, and audit documentation. This role combines healthcare finance, data analysis, accounts receivable, and regulatory compliance responsibilities. Key Competencies Financial Reconciliation Accounts Receivable Management Data Analysis Regulatory Compliance Problem Solving Audit Readiness Time Management Attention to Detail Written & Verbal Communication Stakeholder/Customer Service Come join us and grow with a team of people who will challenge and inspire you to be the best! We are currently NOT hiring in the following geographies, including but not limited to: States: AK, CA, HI, MA, IL, MT, NY & Puerto Rico Metro Areas: MN - Minneapolis, IL - Chicago, NY - New York City, OR - Portland, MD - Montgomery County, WA - Seattle, Washington, DC Apply Today! Pay Transparency Laws in some locations require disclosure of compensation and/or benefits-related information. For this position, actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. In addition to base pay, this position, based on business need, may be eligible for a bonus or incentive. In addition, Conduent provides a variety of benefits to employees including health insurance coverage, voluntary dental and vision programs, life and disability insurance, a retirement savings plan, paid holidays, and paid time off (PTO) or vacation and/or sick time. The estimated hourly rate for this role is $30.00. Conduent is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, gender expression, sex/gender, marital status, sexual orientation, physical or mental disability, medical condition, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law. For US applicants: People with disabilities who need a reasonable accommodation to apply for or compete for employment with Conduent may request such accommodation(s) by submitting their request through this form that must be downloaded: click here to access or download the form . Complete the form and then email it as an attachment to . You may also click here to access Conduent's ADAAA Accommodation Policy .
Medicaid Rebate Analyst Services Specialist
Conduent State Healthcare, LLC
Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is noticed and valued every day. Medicaid Rebate Analyst Services Specialist Location: Remote $30.00/Hourly Join the Conduent Customer Service Team As a Medicaid Rebate Analyst Services Specialist, you will provide document review and data support to our client. Your assistance will make a positive difference in the organization you support. You will be able to provide successful administration. Working for you Here are a few good reasons to work at Conduent: Paid Training Pay is $30.00/hour, which may be below your state's minimum wage. Please take this into consideration when applying. Medical, dental, 401K/matching, vision benefits, and more! PerkSpot - Employee discount program Career growth opportunities Positive employee friendly culture Schedules from 9:00 AM - 6:00 PM (EST) Monday to Friday with a 1-hour unpaid lunch Equipment is provided. Requirements To be successful in this role you will: Have a Bachelor's degree in (Healthcare Administration, Finance, and Accounting). Must be able to submit to a pre-employment screening. Have legal authorization to work permanently in the United States without requiring a visa transfer or visa sponsorship. 2-3 years Medicaid rebate administration experience. 4-6 years in Healthcare finance, Pharmacy operations, and Accounts receivable. Preferred Skills/Experience As aMedicaid Rebate Analyst Services Specialist, you will: Advanced Microsoft Excel proficiency. Financial reconciliation experience. Experience working with large datasets and reporting tools. Strong analytical and organizational skills. Medicaid Drug Rebate Program (MDRP) experience. Experience with (Medical Rebate Systems, MMIS, and Rabate Administration Platforms). Knowledge of (Pharmacy Claim Processing, National Drug Codes (NDCs), Unit Rebate Amounts (URAs), and Manufacture Rebate Calculations). Support quarterly Medicaid rebate invoice generation. Calculate, validate, freeze, and distribute rebate invoices. Verify invoice accuracy using utilization, NDC, labeler, and program data. Maintain invoice distribution records. Create CMS-required utilization and invoicing files. Ensure invoicing deadlines are met. Process rebate payments received via EFT, lockbox, and checks. Allocate payments to the 11-digit NDC level. Reconcile principal and interest payments against invoices. Research allocation discrepancies and unapplied balances. Maintain accurate accounts receivable records. Ensure payments are properly allocated within service-level expectations. Assist with manufacturer dispute research and documentation. Enter and maintain dispute records in rebate systems. Review exception reports and invoice audits. Research invoice variances and reconciliation issues. Support reporting and collections activities. Monitor outstanding receivables. Identify process improvement opportunities. Support quarterly and ad hoc reporting initiatives. About the Role The Medicaid Rebate Analyst Services Specialist supports state Medicaid Drug Rebate Programs (MDRP) by managing rebate invoicing, payment allocation, reconciliation, accounts receivable activities, dispute tracking, and audit documentation. This role combines healthcare finance, data analysis, accounts receivable, and regulatory compliance responsibilities. Key Competencies Financial Reconciliation Accounts Receivable Management Data Analysis Regulatory Compliance Problem Solving Audit Readiness Time Management Attention to Detail Written & Verbal Communication Stakeholder/Customer Service Come join us and grow with a team of people who will challenge and inspire you to be the best! We are currently NOT hiring in the following geographies, including but not limited to: States: AK, CA, HI, MA, IL, MT, NY & Puerto Rico Metro Areas: MN - Minneapolis, IL - Chicago, NY - New York City, OR - Portland, MD - Montgomery County, WA - Seattle, Washington, DC Apply Today! Pay Transparency Laws in some locations require disclosure of compensation and/or benefits-related information. For this position, actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. In addition to base pay, this position, based on business need, may be eligible for a bonus or incentive. In addition, Conduent provides a variety of benefits to employees including health insurance coverage, voluntary dental and vision programs, life and disability insurance, a retirement savings plan, paid holidays, and paid time off (PTO) or vacation and/or sick time. The estimated hourly rate for this role is $30.00. Conduent is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, gender expression, sex/gender, marital status, sexual orientation, physical or mental disability, medical condition, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law. For US applicants: People with disabilities who need a reasonable accommodation to apply for or compete for employment with Conduent may request such accommodation(s) by submitting their request through this form that must be downloaded: click here to access or download the form . Complete the form and then email it as an attachment to . You may also click here to access Conduent's ADAAA Accommodation Policy .
07/28/2026
Full time
Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is noticed and valued every day. Medicaid Rebate Analyst Services Specialist Location: Remote $30.00/Hourly Join the Conduent Customer Service Team As a Medicaid Rebate Analyst Services Specialist, you will provide document review and data support to our client. Your assistance will make a positive difference in the organization you support. You will be able to provide successful administration. Working for you Here are a few good reasons to work at Conduent: Paid Training Pay is $30.00/hour, which may be below your state's minimum wage. Please take this into consideration when applying. Medical, dental, 401K/matching, vision benefits, and more! PerkSpot - Employee discount program Career growth opportunities Positive employee friendly culture Schedules from 9:00 AM - 6:00 PM (EST) Monday to Friday with a 1-hour unpaid lunch Equipment is provided. Requirements To be successful in this role you will: Have a Bachelor's degree in (Healthcare Administration, Finance, and Accounting). Must be able to submit to a pre-employment screening. Have legal authorization to work permanently in the United States without requiring a visa transfer or visa sponsorship. 2-3 years Medicaid rebate administration experience. 4-6 years in Healthcare finance, Pharmacy operations, and Accounts receivable. Preferred Skills/Experience As aMedicaid Rebate Analyst Services Specialist, you will: Advanced Microsoft Excel proficiency. Financial reconciliation experience. Experience working with large datasets and reporting tools. Strong analytical and organizational skills. Medicaid Drug Rebate Program (MDRP) experience. Experience with (Medical Rebate Systems, MMIS, and Rabate Administration Platforms). Knowledge of (Pharmacy Claim Processing, National Drug Codes (NDCs), Unit Rebate Amounts (URAs), and Manufacture Rebate Calculations). Support quarterly Medicaid rebate invoice generation. Calculate, validate, freeze, and distribute rebate invoices. Verify invoice accuracy using utilization, NDC, labeler, and program data. Maintain invoice distribution records. Create CMS-required utilization and invoicing files. Ensure invoicing deadlines are met. Process rebate payments received via EFT, lockbox, and checks. Allocate payments to the 11-digit NDC level. Reconcile principal and interest payments against invoices. Research allocation discrepancies and unapplied balances. Maintain accurate accounts receivable records. Ensure payments are properly allocated within service-level expectations. Assist with manufacturer dispute research and documentation. Enter and maintain dispute records in rebate systems. Review exception reports and invoice audits. Research invoice variances and reconciliation issues. Support reporting and collections activities. Monitor outstanding receivables. Identify process improvement opportunities. Support quarterly and ad hoc reporting initiatives. About the Role The Medicaid Rebate Analyst Services Specialist supports state Medicaid Drug Rebate Programs (MDRP) by managing rebate invoicing, payment allocation, reconciliation, accounts receivable activities, dispute tracking, and audit documentation. This role combines healthcare finance, data analysis, accounts receivable, and regulatory compliance responsibilities. Key Competencies Financial Reconciliation Accounts Receivable Management Data Analysis Regulatory Compliance Problem Solving Audit Readiness Time Management Attention to Detail Written & Verbal Communication Stakeholder/Customer Service Come join us and grow with a team of people who will challenge and inspire you to be the best! We are currently NOT hiring in the following geographies, including but not limited to: States: AK, CA, HI, MA, IL, MT, NY & Puerto Rico Metro Areas: MN - Minneapolis, IL - Chicago, NY - New York City, OR - Portland, MD - Montgomery County, WA - Seattle, Washington, DC Apply Today! Pay Transparency Laws in some locations require disclosure of compensation and/or benefits-related information. For this position, actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. In addition to base pay, this position, based on business need, may be eligible for a bonus or incentive. In addition, Conduent provides a variety of benefits to employees including health insurance coverage, voluntary dental and vision programs, life and disability insurance, a retirement savings plan, paid holidays, and paid time off (PTO) or vacation and/or sick time. The estimated hourly rate for this role is $30.00. Conduent is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, gender expression, sex/gender, marital status, sexual orientation, physical or mental disability, medical condition, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law. For US applicants: People with disabilities who need a reasonable accommodation to apply for or compete for employment with Conduent may request such accommodation(s) by submitting their request through this form that must be downloaded: click here to access or download the form . Complete the form and then email it as an attachment to . You may also click here to access Conduent's ADAAA Accommodation Policy .
Medicaid Rebate Analyst Services Specialist
Conduent State Healthcare, LLC
Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is noticed and valued every day. Medicaid Rebate Analyst Services Specialist Location: Remote $30.00/Hourly Join the Conduent Customer Service Team As a Medicaid Rebate Analyst Services Specialist, you will provide document review and data support to our client. Your assistance will make a positive difference in the organization you support. You will be able to provide successful administration. Working for you Here are a few good reasons to work at Conduent: Paid Training Pay is $30.00/hour, which may be below your state's minimum wage. Please take this into consideration when applying. Medical, dental, 401K/matching, vision benefits, and more! PerkSpot - Employee discount program Career growth opportunities Positive employee friendly culture Schedules from 9:00 AM - 6:00 PM (EST) Monday to Friday with a 1-hour unpaid lunch Equipment is provided. Requirements To be successful in this role you will: Have a Bachelor's degree in (Healthcare Administration, Finance, and Accounting). Must be able to submit to a pre-employment screening. Have legal authorization to work permanently in the United States without requiring a visa transfer or visa sponsorship. 2-3 years Medicaid rebate administration experience. 4-6 years in Healthcare finance, Pharmacy operations, and Accounts receivable. Preferred Skills/Experience As aMedicaid Rebate Analyst Services Specialist, you will: Advanced Microsoft Excel proficiency. Financial reconciliation experience. Experience working with large datasets and reporting tools. Strong analytical and organizational skills. Medicaid Drug Rebate Program (MDRP) experience. Experience with (Medical Rebate Systems, MMIS, and Rabate Administration Platforms). Knowledge of (Pharmacy Claim Processing, National Drug Codes (NDCs), Unit Rebate Amounts (URAs), and Manufacture Rebate Calculations). Support quarterly Medicaid rebate invoice generation. Calculate, validate, freeze, and distribute rebate invoices. Verify invoice accuracy using utilization, NDC, labeler, and program data. Maintain invoice distribution records. Create CMS-required utilization and invoicing files. Ensure invoicing deadlines are met. Process rebate payments received via EFT, lockbox, and checks. Allocate payments to the 11-digit NDC level. Reconcile principal and interest payments against invoices. Research allocation discrepancies and unapplied balances. Maintain accurate accounts receivable records. Ensure payments are properly allocated within service-level expectations. Assist with manufacturer dispute research and documentation. Enter and maintain dispute records in rebate systems. Review exception reports and invoice audits. Research invoice variances and reconciliation issues. Support reporting and collections activities. Monitor outstanding receivables. Identify process improvement opportunities. Support quarterly and ad hoc reporting initiatives. About the Role The Medicaid Rebate Analyst Services Specialist supports state Medicaid Drug Rebate Programs (MDRP) by managing rebate invoicing, payment allocation, reconciliation, accounts receivable activities, dispute tracking, and audit documentation. This role combines healthcare finance, data analysis, accounts receivable, and regulatory compliance responsibilities. Key Competencies Financial Reconciliation Accounts Receivable Management Data Analysis Regulatory Compliance Problem Solving Audit Readiness Time Management Attention to Detail Written & Verbal Communication Stakeholder/Customer Service Come join us and grow with a team of people who will challenge and inspire you to be the best! We are currently NOT hiring in the following geographies, including but not limited to: States: AK, CA, HI, MA, IL, MT, NY & Puerto Rico Metro Areas: MN - Minneapolis, IL - Chicago, NY - New York City, OR - Portland, MD - Montgomery County, WA - Seattle, Washington, DC Apply Today! Pay Transparency Laws in some locations require disclosure of compensation and/or benefits-related information. For this position, actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. In addition to base pay, this position, based on business need, may be eligible for a bonus or incentive. In addition, Conduent provides a variety of benefits to employees including health insurance coverage, voluntary dental and vision programs, life and disability insurance, a retirement savings plan, paid holidays, and paid time off (PTO) or vacation and/or sick time. The estimated hourly rate for this role is $30.00. Conduent is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, gender expression, sex/gender, marital status, sexual orientation, physical or mental disability, medical condition, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law. For US applicants: People with disabilities who need a reasonable accommodation to apply for or compete for employment with Conduent may request such accommodation(s) by submitting their request through this form that must be downloaded: click here to access or download the form . Complete the form and then email it as an attachment to . You may also click here to access Conduent's ADAAA Accommodation Policy .
07/28/2026
Full time
Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is noticed and valued every day. Medicaid Rebate Analyst Services Specialist Location: Remote $30.00/Hourly Join the Conduent Customer Service Team As a Medicaid Rebate Analyst Services Specialist, you will provide document review and data support to our client. Your assistance will make a positive difference in the organization you support. You will be able to provide successful administration. Working for you Here are a few good reasons to work at Conduent: Paid Training Pay is $30.00/hour, which may be below your state's minimum wage. Please take this into consideration when applying. Medical, dental, 401K/matching, vision benefits, and more! PerkSpot - Employee discount program Career growth opportunities Positive employee friendly culture Schedules from 9:00 AM - 6:00 PM (EST) Monday to Friday with a 1-hour unpaid lunch Equipment is provided. Requirements To be successful in this role you will: Have a Bachelor's degree in (Healthcare Administration, Finance, and Accounting). Must be able to submit to a pre-employment screening. Have legal authorization to work permanently in the United States without requiring a visa transfer or visa sponsorship. 2-3 years Medicaid rebate administration experience. 4-6 years in Healthcare finance, Pharmacy operations, and Accounts receivable. Preferred Skills/Experience As aMedicaid Rebate Analyst Services Specialist, you will: Advanced Microsoft Excel proficiency. Financial reconciliation experience. Experience working with large datasets and reporting tools. Strong analytical and organizational skills. Medicaid Drug Rebate Program (MDRP) experience. Experience with (Medical Rebate Systems, MMIS, and Rabate Administration Platforms). Knowledge of (Pharmacy Claim Processing, National Drug Codes (NDCs), Unit Rebate Amounts (URAs), and Manufacture Rebate Calculations). Support quarterly Medicaid rebate invoice generation. Calculate, validate, freeze, and distribute rebate invoices. Verify invoice accuracy using utilization, NDC, labeler, and program data. Maintain invoice distribution records. Create CMS-required utilization and invoicing files. Ensure invoicing deadlines are met. Process rebate payments received via EFT, lockbox, and checks. Allocate payments to the 11-digit NDC level. Reconcile principal and interest payments against invoices. Research allocation discrepancies and unapplied balances. Maintain accurate accounts receivable records. Ensure payments are properly allocated within service-level expectations. Assist with manufacturer dispute research and documentation. Enter and maintain dispute records in rebate systems. Review exception reports and invoice audits. Research invoice variances and reconciliation issues. Support reporting and collections activities. Monitor outstanding receivables. Identify process improvement opportunities. Support quarterly and ad hoc reporting initiatives. About the Role The Medicaid Rebate Analyst Services Specialist supports state Medicaid Drug Rebate Programs (MDRP) by managing rebate invoicing, payment allocation, reconciliation, accounts receivable activities, dispute tracking, and audit documentation. This role combines healthcare finance, data analysis, accounts receivable, and regulatory compliance responsibilities. Key Competencies Financial Reconciliation Accounts Receivable Management Data Analysis Regulatory Compliance Problem Solving Audit Readiness Time Management Attention to Detail Written & Verbal Communication Stakeholder/Customer Service Come join us and grow with a team of people who will challenge and inspire you to be the best! We are currently NOT hiring in the following geographies, including but not limited to: States: AK, CA, HI, MA, IL, MT, NY & Puerto Rico Metro Areas: MN - Minneapolis, IL - Chicago, NY - New York City, OR - Portland, MD - Montgomery County, WA - Seattle, Washington, DC Apply Today! Pay Transparency Laws in some locations require disclosure of compensation and/or benefits-related information. For this position, actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. In addition to base pay, this position, based on business need, may be eligible for a bonus or incentive. In addition, Conduent provides a variety of benefits to employees including health insurance coverage, voluntary dental and vision programs, life and disability insurance, a retirement savings plan, paid holidays, and paid time off (PTO) or vacation and/or sick time. The estimated hourly rate for this role is $30.00. Conduent is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, gender expression, sex/gender, marital status, sexual orientation, physical or mental disability, medical condition, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law. For US applicants: People with disabilities who need a reasonable accommodation to apply for or compete for employment with Conduent may request such accommodation(s) by submitting their request through this form that must be downloaded: click here to access or download the form . Complete the form and then email it as an attachment to . You may also click here to access Conduent's ADAAA Accommodation Policy .

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