Work Location Type : Onsite About Grainger: W.W. Grainger, Inc., is a leading broad line distributor with operations primarily in North America, Japan and the United Kingdom. At Grainger, We Keep the World Working by serving more than 4.5 million customers worldwide with products and solutions delivered through innovative technology and deep customer relationships. Known for its commitment to service and award-winning culture, the Company had 2024 revenue of $17.2 billion across its two business models. In the High-Touch Solutions segment, Grainger offers approximately 2 million maintenances, repair and operating (MRO) products and services, including technical support and inventory management. In the Endless Assortment segment, offers customers access to more than 14 million products, and offers more than 24 million products. For more information, visit . Compensation: This position is hourly. The anticipated base pay compensation range for this position is $27.93/hour and $37.90/hour . Rewards and Benefits: Medical, dental, vision, and life insurance coverage starts on day one of employment. Access to up to 50% of your paycheck based on hours worked before payday. 18 paid time off (PTO) days annually for full-time employees (accrual prorated based on employment start date) and 6 company holidays per year. 6% company contribution to a 401(k) Retirement Savings Plan each pay period, no employee contribution required. Employee discounts, parental leave, and other benefits. Safety shoes provided (where applicable). For additional information and details regarding Grainger's benefits, please click on the link below: The pay range provided above is not a guarantee of compensation. The range reflects the potential base pay for this role at the time of this posting based on the job grade for this position. Individual base pay compensation will depend, in part, on factors such as geographic work location and relevant experience and skills. The anticipated compensation range described above is subject to change and the compensation ultimately paid may be higher or lower than the range described above. Grainger reserves the right to amend, modify, or terminate its compensation and benefit programs in its sole discretion at any time, consistent with applicable law. Position Overview: Join our team in Gresham, Oregon at 3675 NE Hogan Drive! We're searching for experienced maintenance technicians. Responsibilities: Maintenance Technicians complete preventive maintenance tasks and routine repairs on automated material handling system components to support the goals of the Distribution Center. You will report to a Facilities Supervisor. Additional responsibilities include: Perform preventative maintenance, general repair and complex projects on conveyors, sorters, shuttles, and related automated material handling system assets Respond to calls for assistance with building issues, conveyor jams or shutdowns and other facility issues Complete assigned building repairs, including cranes, drill presses, stand grinders, welding equipment, presses (hydraulic/pneumatic), jacks, jack stand, band saws and other equipment Use computerized maintenance management system (CMMS) to enter daily maintenance activities Work with contractors, service providers and other Facilities personnel Operate all automated material handling and mobile equipment within Distribution Center Maintain all PIE fleet and associate assets, including picking cars, batteries, battery changing equipment, etc. Position Requirements: One or more years of building and equipment maintenance experience Experience with Microsoft and CMMS programs Knowledge and application of safe work practices, including lockout/tagout (LOTO) standards. Can frequently lift, push, and slide packages typically weighing 50-75 lbs. Experience with mechanical, electrical, plumbing, carpentry, and pneumatic concepts Experience using electrical multi-meters, hand tools, power tools, welding equipment, calipers, gauges, etc. Interpret Mechanical/Electrical/Plumbing (MEP) drawings and schematics. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex (including pregnancy), national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or expression, protected veteran status or any other protected characteristic under federal, state, or local law. We are proud to be an equal opportunity workplace. We are committed to fostering an inclusive, accessible work environment that includes both providing reasonable accommodations to individuals with disabilities during the application and hiring process as well as throughout the course of one's employment, should you need a reasonable accommodation during the application and selection process, including, but not limited to use of our website, any part of the application, interview or hiring process, please advise us so that we can provide appropriate assistance.
05/14/2025
Full time
Work Location Type : Onsite About Grainger: W.W. Grainger, Inc., is a leading broad line distributor with operations primarily in North America, Japan and the United Kingdom. At Grainger, We Keep the World Working by serving more than 4.5 million customers worldwide with products and solutions delivered through innovative technology and deep customer relationships. Known for its commitment to service and award-winning culture, the Company had 2024 revenue of $17.2 billion across its two business models. In the High-Touch Solutions segment, Grainger offers approximately 2 million maintenances, repair and operating (MRO) products and services, including technical support and inventory management. In the Endless Assortment segment, offers customers access to more than 14 million products, and offers more than 24 million products. For more information, visit . Compensation: This position is hourly. The anticipated base pay compensation range for this position is $27.93/hour and $37.90/hour . Rewards and Benefits: Medical, dental, vision, and life insurance coverage starts on day one of employment. Access to up to 50% of your paycheck based on hours worked before payday. 18 paid time off (PTO) days annually for full-time employees (accrual prorated based on employment start date) and 6 company holidays per year. 6% company contribution to a 401(k) Retirement Savings Plan each pay period, no employee contribution required. Employee discounts, parental leave, and other benefits. Safety shoes provided (where applicable). For additional information and details regarding Grainger's benefits, please click on the link below: The pay range provided above is not a guarantee of compensation. The range reflects the potential base pay for this role at the time of this posting based on the job grade for this position. Individual base pay compensation will depend, in part, on factors such as geographic work location and relevant experience and skills. The anticipated compensation range described above is subject to change and the compensation ultimately paid may be higher or lower than the range described above. Grainger reserves the right to amend, modify, or terminate its compensation and benefit programs in its sole discretion at any time, consistent with applicable law. Position Overview: Join our team in Gresham, Oregon at 3675 NE Hogan Drive! We're searching for experienced maintenance technicians. Responsibilities: Maintenance Technicians complete preventive maintenance tasks and routine repairs on automated material handling system components to support the goals of the Distribution Center. You will report to a Facilities Supervisor. Additional responsibilities include: Perform preventative maintenance, general repair and complex projects on conveyors, sorters, shuttles, and related automated material handling system assets Respond to calls for assistance with building issues, conveyor jams or shutdowns and other facility issues Complete assigned building repairs, including cranes, drill presses, stand grinders, welding equipment, presses (hydraulic/pneumatic), jacks, jack stand, band saws and other equipment Use computerized maintenance management system (CMMS) to enter daily maintenance activities Work with contractors, service providers and other Facilities personnel Operate all automated material handling and mobile equipment within Distribution Center Maintain all PIE fleet and associate assets, including picking cars, batteries, battery changing equipment, etc. Position Requirements: One or more years of building and equipment maintenance experience Experience with Microsoft and CMMS programs Knowledge and application of safe work practices, including lockout/tagout (LOTO) standards. Can frequently lift, push, and slide packages typically weighing 50-75 lbs. Experience with mechanical, electrical, plumbing, carpentry, and pneumatic concepts Experience using electrical multi-meters, hand tools, power tools, welding equipment, calipers, gauges, etc. Interpret Mechanical/Electrical/Plumbing (MEP) drawings and schematics. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex (including pregnancy), national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or expression, protected veteran status or any other protected characteristic under federal, state, or local law. We are proud to be an equal opportunity workplace. We are committed to fostering an inclusive, accessible work environment that includes both providing reasonable accommodations to individuals with disabilities during the application and hiring process as well as throughout the course of one's employment, should you need a reasonable accommodation during the application and selection process, including, but not limited to use of our website, any part of the application, interview or hiring process, please advise us so that we can provide appropriate assistance.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Licensed Insurance Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. For new hires starting in May, June or July we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment. We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C personal lines or producer agent license to work in our Phoenix, San Antonio, Tampa and Colorado Springs office. This schedule may require working evenings up to 10:00PM Local Time to include a permanent Saturday or Sunday. These roles include a shift differential of 15% for hours worked after 6:00pm Local Time and any hours worked on Saturday or Sunday. We have new training classes starting every month. As a Licensed Insurance Customer Service Representative, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security. What you'll do: Facilitate the member experience by answering phone calls, emails, and other requests from members. Apply developing knowledge of personal lines insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty (P&C) licenses and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Currently active Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience Ability to prioritize and multi-task, including navigating through multiple business applications What sets you apart: US military experience through military service or a military spouse/domestic partner. Prior experience in a fast-paced contact center environment. 1+ years of direct sales or upselling/cross selling experience. Compensation range: The hiring range for this position is: $46,370 - $50,300. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
05/14/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Licensed Insurance Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. For new hires starting in May, June or July we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment. We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C personal lines or producer agent license to work in our Phoenix, San Antonio, Tampa and Colorado Springs office. This schedule may require working evenings up to 10:00PM Local Time to include a permanent Saturday or Sunday. These roles include a shift differential of 15% for hours worked after 6:00pm Local Time and any hours worked on Saturday or Sunday. We have new training classes starting every month. As a Licensed Insurance Customer Service Representative, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security. What you'll do: Facilitate the member experience by answering phone calls, emails, and other requests from members. Apply developing knowledge of personal lines insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty (P&C) licenses and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Currently active Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience Ability to prioritize and multi-task, including navigating through multiple business applications What sets you apart: US military experience through military service or a military spouse/domestic partner. Prior experience in a fast-paced contact center environment. 1+ years of direct sales or upselling/cross selling experience. Compensation range: The hiring range for this position is: $46,370 - $50,300. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Careers With Purpose Sanford Health is one of the largest and fastest-growing not-for-profit health systems in the United States. We're proud to offer many development and advancement opportunities to our nearly 50,000 members of the Sanford Family who are dedicated to the work of health and healing across our broad footprint. Facility: Bismarck Medical Center Location: Bismarck, ND Address: 300 N 7th St, Bismarck, ND 58501, USA Shift: 8 Hours - Day Shifts Job Schedule: Full time Weekly Hours: 40.00 Salary Range: $15.00 - $23.00 Department Details $2500 hiring bonus paid out in the first year Job Summary Environmental Services Technician is responsible for maintaining a safe and sanitary environment in patient/resident rooms and assigned areas for patients/residents, visitors and associates by following infection control, safety, and procedural guidelines. Tasks that the individual will be responsible for include but not limited to; emptying waste baskets, sweeping, scrubbing, waxing, or polishing floors, using brooms, mops, or powered scrubbing and waxing machines. Demonstrate knowledge of housekeeping processes, tools and techniques in a healthcare environment; ability to apply this to provide a clean and sterile environment for patients/residents and facility staff. May be responsible for the following locations to clean but not limited to; patient/resident rooms, hallways, lobbies, lounges, restrooms, corridors, elevators, stairways, locker rooms, and other work areas so that health standards are met. Wear the proper protective equipment following the appropriate guidelines. Keep storage, equipment and carts well-stocked, clean, and tidy. Environmental Services Technicians will have access to pagers and other technology that they will be responsible to use appropriately when needed. Assist in the laundry areas as appropriate. Depending upon location and availability of programs, may have access to use of technology applications. Physical activities include but not limited to, considerable use of arms and legs and moving of whole body; such as climbing, lifting, balancing, walking, stooping, twisting, squatting, and handling materials. Ability to lift and/or move up to 40-50lbs and push/pull up variable weight limits on flat surfaces or up and down ramps. This position will require the individual to be on their feet for the majority of their shift. May be exposed to certain levels of noise with the equipment in operation. Depending on location of position, work hours will vary depending on patient/resident needs. This may include overtime, call, backup call, nights, days, weekends, and holidays. Qualifications High school diploma or equivalent preferred. Minimum of six months housekeeping or commercial cleaning experience preferred. Ability to use computer and prior cleaning experience is helpful. Knowledge of materials, equipment, cleaning methods and cleaning chemicals is helpful. Strong customer service, communication and interpersonal skills are required. Previous custodial experience in a healthcare environment is preferred. Benefits Sanford Health offers an attractive benefits package for qualifying full-time and part-time employees. Depending on eligibility, a variety of benefits include health insurance, dental insurance, vision insurance, life insurance, a 401(k) retirement plan, work/life balance benefits, and a generous time off package to maintain a healthy home-work balance. For more information about Total Rewards, visit . Sanford is an EEO/AA Employer M/F/Disability/Vet. If you are an individual with a disability and would like to request an accommodation for help with your online application, please call 1- or send an email to . Sanford Health has a Drug Free Workplace Policy. An accepted offer will require a drug screen and pre-employment background screening as a condition of employment. Req Number: R- Job Function: Facilities and General Services Featured: No
05/14/2025
Full time
Careers With Purpose Sanford Health is one of the largest and fastest-growing not-for-profit health systems in the United States. We're proud to offer many development and advancement opportunities to our nearly 50,000 members of the Sanford Family who are dedicated to the work of health and healing across our broad footprint. Facility: Bismarck Medical Center Location: Bismarck, ND Address: 300 N 7th St, Bismarck, ND 58501, USA Shift: 8 Hours - Day Shifts Job Schedule: Full time Weekly Hours: 40.00 Salary Range: $15.00 - $23.00 Department Details $2500 hiring bonus paid out in the first year Job Summary Environmental Services Technician is responsible for maintaining a safe and sanitary environment in patient/resident rooms and assigned areas for patients/residents, visitors and associates by following infection control, safety, and procedural guidelines. Tasks that the individual will be responsible for include but not limited to; emptying waste baskets, sweeping, scrubbing, waxing, or polishing floors, using brooms, mops, or powered scrubbing and waxing machines. Demonstrate knowledge of housekeeping processes, tools and techniques in a healthcare environment; ability to apply this to provide a clean and sterile environment for patients/residents and facility staff. May be responsible for the following locations to clean but not limited to; patient/resident rooms, hallways, lobbies, lounges, restrooms, corridors, elevators, stairways, locker rooms, and other work areas so that health standards are met. Wear the proper protective equipment following the appropriate guidelines. Keep storage, equipment and carts well-stocked, clean, and tidy. Environmental Services Technicians will have access to pagers and other technology that they will be responsible to use appropriately when needed. Assist in the laundry areas as appropriate. Depending upon location and availability of programs, may have access to use of technology applications. Physical activities include but not limited to, considerable use of arms and legs and moving of whole body; such as climbing, lifting, balancing, walking, stooping, twisting, squatting, and handling materials. Ability to lift and/or move up to 40-50lbs and push/pull up variable weight limits on flat surfaces or up and down ramps. This position will require the individual to be on their feet for the majority of their shift. May be exposed to certain levels of noise with the equipment in operation. Depending on location of position, work hours will vary depending on patient/resident needs. This may include overtime, call, backup call, nights, days, weekends, and holidays. Qualifications High school diploma or equivalent preferred. Minimum of six months housekeeping or commercial cleaning experience preferred. Ability to use computer and prior cleaning experience is helpful. Knowledge of materials, equipment, cleaning methods and cleaning chemicals is helpful. Strong customer service, communication and interpersonal skills are required. Previous custodial experience in a healthcare environment is preferred. Benefits Sanford Health offers an attractive benefits package for qualifying full-time and part-time employees. Depending on eligibility, a variety of benefits include health insurance, dental insurance, vision insurance, life insurance, a 401(k) retirement plan, work/life balance benefits, and a generous time off package to maintain a healthy home-work balance. For more information about Total Rewards, visit . Sanford is an EEO/AA Employer M/F/Disability/Vet. If you are an individual with a disability and would like to request an accommodation for help with your online application, please call 1- or send an email to . Sanford Health has a Drug Free Workplace Policy. An accepted offer will require a drug screen and pre-employment background screening as a condition of employment. Req Number: R- Job Function: Facilities and General Services Featured: No
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Licensed Insurance Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. For new hires starting in May, June or July we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment. We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C personal lines or producer agent license to work in our Phoenix, San Antonio, Tampa and Colorado Springs office. This schedule may require working evenings up to 10:00PM Local Time to include a permanent Saturday or Sunday. These roles include a shift differential of 15% for hours worked after 6:00pm Local Time and any hours worked on Saturday or Sunday. We have new training classes starting every month. As a Licensed Insurance Customer Service Representative, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security. What you'll do: Facilitate the member experience by answering phone calls, emails, and other requests from members. Apply developing knowledge of personal lines insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty (P&C) licenses and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Currently active Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience Ability to prioritize and multi-task, including navigating through multiple business applications What sets you apart: US military experience through military service or a military spouse/domestic partner. Prior experience in a fast-paced contact center environment. 1+ years of direct sales or upselling/cross selling experience. Compensation range: The hiring range for this position is: $46,370 - $50,300. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
05/14/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Licensed Insurance Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. For new hires starting in May, June or July we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment. We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C personal lines or producer agent license to work in our Phoenix, San Antonio, Tampa and Colorado Springs office. This schedule may require working evenings up to 10:00PM Local Time to include a permanent Saturday or Sunday. These roles include a shift differential of 15% for hours worked after 6:00pm Local Time and any hours worked on Saturday or Sunday. We have new training classes starting every month. As a Licensed Insurance Customer Service Representative, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security. What you'll do: Facilitate the member experience by answering phone calls, emails, and other requests from members. Apply developing knowledge of personal lines insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty (P&C) licenses and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Currently active Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience Ability to prioritize and multi-task, including navigating through multiple business applications What sets you apart: US military experience through military service or a military spouse/domestic partner. Prior experience in a fast-paced contact center environment. 1+ years of direct sales or upselling/cross selling experience. Compensation range: The hiring range for this position is: $46,370 - $50,300. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Oklahoma State University-Oklahoma City
Oklahoma City, Oklahoma
Position Details Req ID: req19614 Position Title: IT Security Analyst Position Type: Staff Full-Time Position Number: 534439 OSU Campus: Stillwater Department: Information Security Services Location Address: Stillwater, OK 74078 USA Hiring Supervisor: Shirley Griffith Hiring Range: (Contingent upon available funding): 55,000.00 - 75,000.00, Salary Work Schedule: 8 am - 5 pm Faculty Appt Period: Job Summary: The Information Security Analyst for the Security Operations Center (SOC) within OSU Information Security Services is responsible for ensuring the success of operational security initiatives related to OSU/A&M digital systems. Success of these initiatives is dependent on the effective performance of several roles within the team and responding to the ever-changing security landscape. They will ensure the confidentiality, integrity and availability of institutional data. This position also will train and manage Information Security Services student employees. The Information Security Analyst position of the SOC will be expected to ensure successful performance of the following roles as they relate to their team and the services they offer: Cyber Security Incident Responder, Threat Intelligence Analyst, Cyber Security Risk Mitigator, Digital Records and Data Collector, Digital Records and Data Investigator, Training Facilitator, Training Coordinator, Service Team Member and Service User Support. Must be able to communicate verbally and in writing with clear, grammatically correct English. Requires interaction with supervisors, colleagues, and students using tact, discretion, and independent judgement. Work schedule is 8AM-5PM, Monday-Friday. Periodically this position requires work after normal working hours. Some evenings and weekends may be required. On-call rotation will also be a part of this role, requiring employees to be available on a rotational basis to provide after-hours response and support. Position requires continual availability by cellular device. Due to communication expectations of the position, the incumbent will be required to maintain cellular or other electronic communication device. The incumbent's salary includes compensation to apply toward the use of their personal cellular device. Position requires the incumbent to own a computer and have internet access with the ability to work remotely, should a departmental need arise. Work is in both controlled and uncontrolled environmental areas. Work may require regular access to hospitals, clinics, and related health care facilities, and to general university research laboratories. Must be able to lift 50 pounds. Special Instructions to Applicants Please attach a resume, cover letter and list of references. OSU offers a generous benefits package for continuous, regular positions, including but not limited to health, life, and retirement benefits, paid leave, and 13 paid holidays per year. Other benefits include employee and dependent tuition waivers, free gym memberships, a free, confidential employee assistance program, and much, much more! Education & Experience Position Qualifications: Minimum Qualifications: Bachelor's degree Three years of technical computer-related experience, including customer support or technical support. Preferred Qualifications: Bachelor's degree in Computer or Information Technology related field. Three years experience in IT security. Knowledge of networking and strong working knowledge of Windows Server family and modern Windows Operating Systems. Experience in scripting and automation. Experience with Microsoft security products and academic environments. Cisco Certified Network Associate (CCNA); CompTIA Security+ certification; ISC2 Certified in Cybersecurity Excellent verbal and written communications skills. Ability to analyze and solve problems efficiently and handle multiple duties under pressure with minimal supervision. Ability to consistently exercise discretion and judgement. Ability to effectively prioritize and execute tasks in a high-pressure situation. Ability to explain security technology and concepts in a user-friendly language. Self-motivated and directed with a keen attention to detail. Team-oriented and skilled in working within a collaborative environment. Familiar with security vulnerability concepts and solutions. Knowledge of the NIST Cybersecurity Framework. Oklahoma State University (OSU) strives to provide a safe study, work, and living environment for its faculty, staff, volunteers and students. To support this environment and comply with applicable laws and regulations, OSU conducts pre-employment background checks on final candidates. Offers of employment are contingent upon the successful completion of a background check. The type of background check conducted varies by position and can include, but is not limited to, criminal (felony and misdemeanor) history, sex offender registry, motor vehicle history, financial history, and/or education verification. Background checks will be conducted when required by law or contract and when, in the discretion of the university, it is reasonable and prudent to do so. Oklahoma State University, as an equal opportunity employer, complies with all applicable federal and state laws regarding non-discrimination. Oklahoma State University is committed to a policy of equal opportunity for all individuals and does not discriminate based on race, religion, age, sex, color, national origin, marital status, disability, or veteran status with regard to employment, educational programs and activities, and/or admissions. For more information, visit eeo.okstate.edu.
05/14/2025
Full time
Position Details Req ID: req19614 Position Title: IT Security Analyst Position Type: Staff Full-Time Position Number: 534439 OSU Campus: Stillwater Department: Information Security Services Location Address: Stillwater, OK 74078 USA Hiring Supervisor: Shirley Griffith Hiring Range: (Contingent upon available funding): 55,000.00 - 75,000.00, Salary Work Schedule: 8 am - 5 pm Faculty Appt Period: Job Summary: The Information Security Analyst for the Security Operations Center (SOC) within OSU Information Security Services is responsible for ensuring the success of operational security initiatives related to OSU/A&M digital systems. Success of these initiatives is dependent on the effective performance of several roles within the team and responding to the ever-changing security landscape. They will ensure the confidentiality, integrity and availability of institutional data. This position also will train and manage Information Security Services student employees. The Information Security Analyst position of the SOC will be expected to ensure successful performance of the following roles as they relate to their team and the services they offer: Cyber Security Incident Responder, Threat Intelligence Analyst, Cyber Security Risk Mitigator, Digital Records and Data Collector, Digital Records and Data Investigator, Training Facilitator, Training Coordinator, Service Team Member and Service User Support. Must be able to communicate verbally and in writing with clear, grammatically correct English. Requires interaction with supervisors, colleagues, and students using tact, discretion, and independent judgement. Work schedule is 8AM-5PM, Monday-Friday. Periodically this position requires work after normal working hours. Some evenings and weekends may be required. On-call rotation will also be a part of this role, requiring employees to be available on a rotational basis to provide after-hours response and support. Position requires continual availability by cellular device. Due to communication expectations of the position, the incumbent will be required to maintain cellular or other electronic communication device. The incumbent's salary includes compensation to apply toward the use of their personal cellular device. Position requires the incumbent to own a computer and have internet access with the ability to work remotely, should a departmental need arise. Work is in both controlled and uncontrolled environmental areas. Work may require regular access to hospitals, clinics, and related health care facilities, and to general university research laboratories. Must be able to lift 50 pounds. Special Instructions to Applicants Please attach a resume, cover letter and list of references. OSU offers a generous benefits package for continuous, regular positions, including but not limited to health, life, and retirement benefits, paid leave, and 13 paid holidays per year. Other benefits include employee and dependent tuition waivers, free gym memberships, a free, confidential employee assistance program, and much, much more! Education & Experience Position Qualifications: Minimum Qualifications: Bachelor's degree Three years of technical computer-related experience, including customer support or technical support. Preferred Qualifications: Bachelor's degree in Computer or Information Technology related field. Three years experience in IT security. Knowledge of networking and strong working knowledge of Windows Server family and modern Windows Operating Systems. Experience in scripting and automation. Experience with Microsoft security products and academic environments. Cisco Certified Network Associate (CCNA); CompTIA Security+ certification; ISC2 Certified in Cybersecurity Excellent verbal and written communications skills. Ability to analyze and solve problems efficiently and handle multiple duties under pressure with minimal supervision. Ability to consistently exercise discretion and judgement. Ability to effectively prioritize and execute tasks in a high-pressure situation. Ability to explain security technology and concepts in a user-friendly language. Self-motivated and directed with a keen attention to detail. Team-oriented and skilled in working within a collaborative environment. Familiar with security vulnerability concepts and solutions. Knowledge of the NIST Cybersecurity Framework. Oklahoma State University (OSU) strives to provide a safe study, work, and living environment for its faculty, staff, volunteers and students. To support this environment and comply with applicable laws and regulations, OSU conducts pre-employment background checks on final candidates. Offers of employment are contingent upon the successful completion of a background check. The type of background check conducted varies by position and can include, but is not limited to, criminal (felony and misdemeanor) history, sex offender registry, motor vehicle history, financial history, and/or education verification. Background checks will be conducted when required by law or contract and when, in the discretion of the university, it is reasonable and prudent to do so. Oklahoma State University, as an equal opportunity employer, complies with all applicable federal and state laws regarding non-discrimination. Oklahoma State University is committed to a policy of equal opportunity for all individuals and does not discriminate based on race, religion, age, sex, color, national origin, marital status, disability, or veteran status with regard to employment, educational programs and activities, and/or admissions. For more information, visit eeo.okstate.edu.
Open to Remote. If local to Franklin, WI, 3 days onsite (M, T, W) will be required. Primary Duties & Responsibilities: Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options, and helping them with their products or services in a call center environment. Expert at resolving inquiries and transactions from Financial Reps and clients on basic, intermediate (semi-complex), calls and transactions in a registered area and proficient at complex work. Researches and evaluates possible solutions to complex problems that requires identifying root cause and deviation from procedures and handles escalation resolution Regularly promotes client retention and identifies opportunities for the field to build existing relationship, knows when to refer back to the field for follow up Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers Ability to de-escalate client experience situations effectively while guiding clients through complex and unique inquiries. Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients. Embraces new technology and serves as an advocate for website and self-service capabilities by educating clients and field. Understands risks and impacts that the transaction has on the client or policy. Understands how systems connect to processes and outcomes. Supports digital savvy capabilities in self and others/Understands how to explain system limits and capabilities to others. Lead others through change (help others adapt to changing environments and accept new situations) Works effectively with unstructured teams, situations or environment Fosters a professional relationship with our clients to enhance brand loyalty Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards Coach, mentor or train others as needed Qualifications: Associates degree in business or related field or equivalent combination of education and experience Minimum of 4 years related customer service experience with proven customer service skills Expert knowledge of investment or income products or markets (i.e.VA, VL, VUL, Retirement & Business markets) An expert understanding of tax implications Advanced written and verbal communication skills Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy Strong organization skills with the ability to prioritize tasks. A strong desire to continuously learn and improve Strong problem-solving skills and ability to provide options Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages Flexible to work an 8-hour shift between 7 am and 6 pm CT. This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA Compensation Range: Pay Range - Start: $22.65 Pay Range - End: $33.98 Geographic Specific Pay Structure: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Finance,
05/14/2025
Full time
Open to Remote. If local to Franklin, WI, 3 days onsite (M, T, W) will be required. Primary Duties & Responsibilities: Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options, and helping them with their products or services in a call center environment. Expert at resolving inquiries and transactions from Financial Reps and clients on basic, intermediate (semi-complex), calls and transactions in a registered area and proficient at complex work. Researches and evaluates possible solutions to complex problems that requires identifying root cause and deviation from procedures and handles escalation resolution Regularly promotes client retention and identifies opportunities for the field to build existing relationship, knows when to refer back to the field for follow up Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers Ability to de-escalate client experience situations effectively while guiding clients through complex and unique inquiries. Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients. Embraces new technology and serves as an advocate for website and self-service capabilities by educating clients and field. Understands risks and impacts that the transaction has on the client or policy. Understands how systems connect to processes and outcomes. Supports digital savvy capabilities in self and others/Understands how to explain system limits and capabilities to others. Lead others through change (help others adapt to changing environments and accept new situations) Works effectively with unstructured teams, situations or environment Fosters a professional relationship with our clients to enhance brand loyalty Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards Coach, mentor or train others as needed Qualifications: Associates degree in business or related field or equivalent combination of education and experience Minimum of 4 years related customer service experience with proven customer service skills Expert knowledge of investment or income products or markets (i.e.VA, VL, VUL, Retirement & Business markets) An expert understanding of tax implications Advanced written and verbal communication skills Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy Strong organization skills with the ability to prioritize tasks. A strong desire to continuously learn and improve Strong problem-solving skills and ability to provide options Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages Flexible to work an 8-hour shift between 7 am and 6 pm CT. This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA Compensation Range: Pay Range - Start: $22.65 Pay Range - End: $33.98 Geographic Specific Pay Structure: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Finance,
Collections Manager Fairfax, VA Classified Staff Opening on: Mar 7 2025 Add to favorites Favorited View favorites Department: Fiscal Services Classification: Financial Svcs Specialist 1 Job Category: Classified Staff Job Type: Full-Time Work Schedule: Full-time (1.0 FTE, 40 hrs/wk) Location: Fairfax, VA Workplace Type: On Site Required Pay Band: 04 Salary: Starting at $60k, commensurate with education and experience Criminal Background Check: Yes Financial Background Check: Yes About the Department: The Student Accounts Office provides professional, efficient, and effective payment, deposit, and receivable collection services to students, parents, faculty, and staff, and maintains internal controls to ensure associated financial transactions are accurately processed and proper records are maintained. About the Position: The Collections Manager directs departmental activities in a manner that applies policies fairly, maximizes service, and ensures procedures support fiscal responsibility and accountability. Responsibilities: Leadership: Responsible for the supervision of the Account Loan Management team to deliver exemplary service to students, as well as internal and external customers. Ensures staff is knowledgeable with office policies and procedures and committed to the highest level of customer service. Coordinates and assists with appropriate outreach to students with past due balances, and handles escalated matters as needed. Responsible for all aspects of performance management including training, goal setting, monitoring and delivery of work efforts, and providing feedback through verbal updates and written performance reviews to the team. Adheres to legal and university policies and procedures and undertakes disciplinary actions as needed. Compliance and Financial Controls: Responsible for financial controls in collections and university or other loan programs. Develops and maintains a program that reduces defaulted student accounts write-off cost by focusing on earlier identification and intervention of "at risk" accounts before the start of the collection process. Monitors and evaluates operational effectiveness, and affects change required for improvements. Enforces Commonwealth Accounting Policies and Procedures (CAPP) Manual and Virginia Code requirements regarding past due receivables thereby managing risk and ensuring proper fiscal stewardship of university resources. Ensures loan programs are maintained following university and federal requirements. Monthly Clearing Account Reconciliations and Other Duties: Assists General Accounting with completing research related to clearing account reconciliation. Meets internal deadlines set for reconciliations. Performs other related departmental duties as needed. Required Qualifications: High school diploma or equivalent; Experience in collections (typically at least 2 years) and supervisory experience (typically at least 2 years) in a customer service environment; Experience in accounts receivable; Knowledge of collection laws; Excellent written and verbal communication abilities; Proven organizational abilities to manage multiple tasks simultaneously; Demonstrated leadership and management skills, including supervising a team, triaging and assigning tasks, conducting staff hiring, training, development, and overseeing performance evaluations; and May need to work during the university winter break. Preferred Qualifications: Bachelor's degree in related field; Demonstrated supervisory experience in a financial or accounting organization; Experience helping students navigate financial systems to successfully persist in their studies; Understanding of the higher education landscape; Ability to develop effective collection strategies; and Ability to manage difficult conversations with debtors. Instructions to Applicants: For full consideration, applicants must apply for the Collections Manager at Complete and submit the online application to include three professional references with contact information, and provide a cover letter and resume. Posting Open Date: March 7, 2025 For Full Consideration, Apply by: May 19, 2025 Open Until Filled: Yes
05/14/2025
Full time
Collections Manager Fairfax, VA Classified Staff Opening on: Mar 7 2025 Add to favorites Favorited View favorites Department: Fiscal Services Classification: Financial Svcs Specialist 1 Job Category: Classified Staff Job Type: Full-Time Work Schedule: Full-time (1.0 FTE, 40 hrs/wk) Location: Fairfax, VA Workplace Type: On Site Required Pay Band: 04 Salary: Starting at $60k, commensurate with education and experience Criminal Background Check: Yes Financial Background Check: Yes About the Department: The Student Accounts Office provides professional, efficient, and effective payment, deposit, and receivable collection services to students, parents, faculty, and staff, and maintains internal controls to ensure associated financial transactions are accurately processed and proper records are maintained. About the Position: The Collections Manager directs departmental activities in a manner that applies policies fairly, maximizes service, and ensures procedures support fiscal responsibility and accountability. Responsibilities: Leadership: Responsible for the supervision of the Account Loan Management team to deliver exemplary service to students, as well as internal and external customers. Ensures staff is knowledgeable with office policies and procedures and committed to the highest level of customer service. Coordinates and assists with appropriate outreach to students with past due balances, and handles escalated matters as needed. Responsible for all aspects of performance management including training, goal setting, monitoring and delivery of work efforts, and providing feedback through verbal updates and written performance reviews to the team. Adheres to legal and university policies and procedures and undertakes disciplinary actions as needed. Compliance and Financial Controls: Responsible for financial controls in collections and university or other loan programs. Develops and maintains a program that reduces defaulted student accounts write-off cost by focusing on earlier identification and intervention of "at risk" accounts before the start of the collection process. Monitors and evaluates operational effectiveness, and affects change required for improvements. Enforces Commonwealth Accounting Policies and Procedures (CAPP) Manual and Virginia Code requirements regarding past due receivables thereby managing risk and ensuring proper fiscal stewardship of university resources. Ensures loan programs are maintained following university and federal requirements. Monthly Clearing Account Reconciliations and Other Duties: Assists General Accounting with completing research related to clearing account reconciliation. Meets internal deadlines set for reconciliations. Performs other related departmental duties as needed. Required Qualifications: High school diploma or equivalent; Experience in collections (typically at least 2 years) and supervisory experience (typically at least 2 years) in a customer service environment; Experience in accounts receivable; Knowledge of collection laws; Excellent written and verbal communication abilities; Proven organizational abilities to manage multiple tasks simultaneously; Demonstrated leadership and management skills, including supervising a team, triaging and assigning tasks, conducting staff hiring, training, development, and overseeing performance evaluations; and May need to work during the university winter break. Preferred Qualifications: Bachelor's degree in related field; Demonstrated supervisory experience in a financial or accounting organization; Experience helping students navigate financial systems to successfully persist in their studies; Understanding of the higher education landscape; Ability to develop effective collection strategies; and Ability to manage difficult conversations with debtors. Instructions to Applicants: For full consideration, applicants must apply for the Collections Manager at Complete and submit the online application to include three professional references with contact information, and provide a cover letter and resume. Posting Open Date: March 7, 2025 For Full Consideration, Apply by: May 19, 2025 Open Until Filled: Yes
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned. This Retirement Plan Advisor will work with a public employer in Montgomery County. Travel to office locations within the county will be required on a regular basis. What you will do Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner Manage meeting schedule, including travel booking Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance Achieve plan level and individual goals to help achieve service level agreements and business results Participate in client meetings, sales finals, or other external meetings as needed Work collaboratively across internal service and management teams to improve effectiveness What you will bring Bachelor's degree or equivalent work experience in lieu of a degree 3 - 5 years relevant financial services experience Strong presentation skills required Proficiency in MS Word, Excel, PowerPoint, and Teams required Strategic thinker who can work independently required Strong relationship building and territory management skills required FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred FINRA fingerprinting required upon hire What will set you apart Working knowledge of Salesforce preferred Working knowledge of building blocks for successful retirement planning preferred Basic understanding of defined contribution plans preferred Practical experience providing high-level, consultative client interactions preferred Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $77,900.00 - $110,000.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-24-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Must reside within territory
05/14/2025
Full time
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned. This Retirement Plan Advisor will work with a public employer in Montgomery County. Travel to office locations within the county will be required on a regular basis. What you will do Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner Manage meeting schedule, including travel booking Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance Achieve plan level and individual goals to help achieve service level agreements and business results Participate in client meetings, sales finals, or other external meetings as needed Work collaboratively across internal service and management teams to improve effectiveness What you will bring Bachelor's degree or equivalent work experience in lieu of a degree 3 - 5 years relevant financial services experience Strong presentation skills required Proficiency in MS Word, Excel, PowerPoint, and Teams required Strategic thinker who can work independently required Strong relationship building and territory management skills required FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred FINRA fingerprinting required upon hire What will set you apart Working knowledge of Salesforce preferred Working knowledge of building blocks for successful retirement planning preferred Basic understanding of defined contribution plans preferred Practical experience providing high-level, consultative client interactions preferred Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $77,900.00 - $110,000.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-24-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Must reside within territory
Summary Lead the development and execution of the strategic direction of various advisory platform initiatives. Network extensively with the home office, field, industry and business partner's specific to the product line. Partner across the home office on regulatory issues, pricing, marketing and field compensation for their products. Primary Duties and Responsibilities Synthesizes field and customer feedback, industry trends, and competitor products to help set direction for product evolution that fits the investment approach. Handles escalations of advisor issues, research as needed and respond appropriately. Uses field, client and industry insight, to recommend, design and develop new solutions and features. Maintains co-creation with the field throughout the product development process. In-depth knowledge of technology platforms with emphasis on new and emerging wealth management providers and solutions. Assesses available offerings and make decisions on which parts of the technology platforms fit Northwestern Mutual products. Drives profitability for assigned products via sales growth, net cash flow, sound product design and managed expenses. Directs implementation of product design changes to advisor compensation, client pricing, rates and partnerships. Coordinates with key home office divisions/departments to present recommendations that address opportunities in the integration of the product line into a company-wide approach focused on meeting field and customer needs. Leads efforts to develop new or enhance existing products and features, including partnering with project management, technical, operational, compensation, investment and regulatory experts in an ongoing effort to offer competitive investment products. Manage business decisions that impact scope, risk, business value, schedule and budget. Provides input in department-wide prioritization process. Responsible for partnering across the home office on regulatory issues impacting assigned products. Recommends changes to to products, programs or processes to maintain compliance. May manage a team of individuals and is responsible for their growth and development. Qualifications Bachelor's degree in business, finance, economics or related field or equivalent experience, advanced degree (such as MBA) preferred. Generally 8 or more years of experience in financial services. Demonstrated knowledge of the Wealth Management industry, including product, wealth management technology providers, pricing, marketing, customer preferences, marketplace standards, broker-dealer offerings, future trends and servicing. Strong organizational and follow-through skills, with ability to lead others around deadlines and prioritization of work. Demonstrated ability to lead large, cross-departmental initiatives; driving design and business value. Ability to anticipate impact of decisions, future consequences and trends. Ability to build strong internal and external networks and utilize resources in the industry. Superior verbal and written communication skills and ability to make effective formal presentations across various levels in the organization. May require negotiation with internal or external business partners in difficult situations. Has a strong interest in people development and leading others formally or informally. This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA Compensation Range: Pay Range - Start: $102,060.00 Pay Range - End: $189,540.00 Geographic Specific Pay Structure: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Finance,
05/13/2025
Full time
Summary Lead the development and execution of the strategic direction of various advisory platform initiatives. Network extensively with the home office, field, industry and business partner's specific to the product line. Partner across the home office on regulatory issues, pricing, marketing and field compensation for their products. Primary Duties and Responsibilities Synthesizes field and customer feedback, industry trends, and competitor products to help set direction for product evolution that fits the investment approach. Handles escalations of advisor issues, research as needed and respond appropriately. Uses field, client and industry insight, to recommend, design and develop new solutions and features. Maintains co-creation with the field throughout the product development process. In-depth knowledge of technology platforms with emphasis on new and emerging wealth management providers and solutions. Assesses available offerings and make decisions on which parts of the technology platforms fit Northwestern Mutual products. Drives profitability for assigned products via sales growth, net cash flow, sound product design and managed expenses. Directs implementation of product design changes to advisor compensation, client pricing, rates and partnerships. Coordinates with key home office divisions/departments to present recommendations that address opportunities in the integration of the product line into a company-wide approach focused on meeting field and customer needs. Leads efforts to develop new or enhance existing products and features, including partnering with project management, technical, operational, compensation, investment and regulatory experts in an ongoing effort to offer competitive investment products. Manage business decisions that impact scope, risk, business value, schedule and budget. Provides input in department-wide prioritization process. Responsible for partnering across the home office on regulatory issues impacting assigned products. Recommends changes to to products, programs or processes to maintain compliance. May manage a team of individuals and is responsible for their growth and development. Qualifications Bachelor's degree in business, finance, economics or related field or equivalent experience, advanced degree (such as MBA) preferred. Generally 8 or more years of experience in financial services. Demonstrated knowledge of the Wealth Management industry, including product, wealth management technology providers, pricing, marketing, customer preferences, marketplace standards, broker-dealer offerings, future trends and servicing. Strong organizational and follow-through skills, with ability to lead others around deadlines and prioritization of work. Demonstrated ability to lead large, cross-departmental initiatives; driving design and business value. Ability to anticipate impact of decisions, future consequences and trends. Ability to build strong internal and external networks and utilize resources in the industry. Superior verbal and written communication skills and ability to make effective formal presentations across various levels in the organization. May require negotiation with internal or external business partners in difficult situations. Has a strong interest in people development and leading others formally or informally. This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA Compensation Range: Pay Range - Start: $102,060.00 Pay Range - End: $189,540.00 Geographic Specific Pay Structure: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Finance,
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned. This Retirement Plan Advisor will work with a public employer in Montgomery County. Travel to office locations within the county will be required on a regular basis. What you will do Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner Manage meeting schedule, including travel booking Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance Achieve plan level and individual goals to help achieve service level agreements and business results Participate in client meetings, sales finals, or other external meetings as needed Work collaboratively across internal service and management teams to improve effectiveness What you will bring Bachelor's degree or equivalent work experience in lieu of a degree 3 - 5 years relevant financial services experience Strong presentation skills required Proficiency in MS Word, Excel, PowerPoint, and Teams required Strategic thinker who can work independently required Strong relationship building and territory management skills required FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred FINRA fingerprinting required upon hire What will set you apart Working knowledge of Salesforce preferred Working knowledge of building blocks for successful retirement planning preferred Basic understanding of defined contribution plans preferred Practical experience providing high-level, consultative client interactions preferred Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $77,900.00 - $110,000.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-24-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Must reside within territory
05/13/2025
Full time
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned. This Retirement Plan Advisor will work with a public employer in Montgomery County. Travel to office locations within the county will be required on a regular basis. What you will do Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner Manage meeting schedule, including travel booking Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance Achieve plan level and individual goals to help achieve service level agreements and business results Participate in client meetings, sales finals, or other external meetings as needed Work collaboratively across internal service and management teams to improve effectiveness What you will bring Bachelor's degree or equivalent work experience in lieu of a degree 3 - 5 years relevant financial services experience Strong presentation skills required Proficiency in MS Word, Excel, PowerPoint, and Teams required Strategic thinker who can work independently required Strong relationship building and territory management skills required FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred FINRA fingerprinting required upon hire What will set you apart Working knowledge of Salesforce preferred Working knowledge of building blocks for successful retirement planning preferred Basic understanding of defined contribution plans preferred Practical experience providing high-level, consultative client interactions preferred Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $77,900.00 - $110,000.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-24-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Must reside within territory
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Associate Auto Claims Representative role may be a new career for you. There's a lot to learn, but the pathway is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid four-month training program includes all training materials, licensing costs, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our members independently. We have new training classes starting every month. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. Military veterans and spouses are highly encouraged to apply. Work schedules will vary and may include some weekends. Relocation assistance is not available for this position. We are currently seeking dedicated professionals to work in our Phoenix office (1 Norterra Drive, Phoenix, AZ 85085) as a Customer Service Auto Claims representative. Your work will focus on adjusting non-injury auto claims and you'll work under supervision to investigate, evaluate, negotiate, and adjust low complexity auto insurance claims presented by or against our members. This will include the end-to-end claims process and settling claims in compliance with state laws and regulations. In this role, you will make a difference to our members as you deliver best in class customer service through setting appropriate expectations, proactively communicating and providing advice to deliver appropriate solutions to the member. What you'll do: Acquire and apply basic knowledge of auto coverages. auto physical damage, and liability, in order to evaluate and settle high volume and low complexity auto claims such as; simple comprehensive and collision (i.e., single vehicle, parked and unoccupied, clear liability), glass, roadside, and rental vehicle coverages for repairable vehicles. Resolve claims through proactive problem solving and decision making, within authority guidelines and under direct supervision, while overcoming obstacles, and effectively prioritizing the workload. Clearly document thought process including damage evaluation, investigation, negotiation, and settlement decisions. Collaborate and set expectations with external and internal business partners to facilitate claims resolution. Support members, business partners, and claimants, through use of varying communication channels to include utilization of digital tools to drive timely and effective resolutions through exceptional service. Acquire and apply a foundational knowledge of Property and Claims (P&C) insurance industry products, and services, to include P&C insurance policy contracts, coverages and internal claims handling process and procedures. Support workload surges and catastrophe (CAT) response operations as needed, including potential evening, weekends, and/or holiday work outside normal work hours. May be assigned CAT deployment travel with minimal notice during designated CATs. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or equivalent experience or GED Ability to provide exceptional customer service for our members by communicating clearly and professionally using multiple communication channels to process information related to auto claims Ability to prioritize and multi-task while navigating through multiple business applications Successfully acquire an insurance adjuster license and applicable state registrations within 90 days of hire Successful completion of a job-related assessment is required. What sets you apart: US military experience through military service or a military spouse/domestic partner Bachelor's degree Compensation range: The hiring range for this position is: $ 48,340 - $ 50,340 . Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
05/13/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Associate Auto Claims Representative role may be a new career for you. There's a lot to learn, but the pathway is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid four-month training program includes all training materials, licensing costs, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our members independently. We have new training classes starting every month. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. Military veterans and spouses are highly encouraged to apply. Work schedules will vary and may include some weekends. Relocation assistance is not available for this position. We are currently seeking dedicated professionals to work in our Phoenix office (1 Norterra Drive, Phoenix, AZ 85085) as a Customer Service Auto Claims representative. Your work will focus on adjusting non-injury auto claims and you'll work under supervision to investigate, evaluate, negotiate, and adjust low complexity auto insurance claims presented by or against our members. This will include the end-to-end claims process and settling claims in compliance with state laws and regulations. In this role, you will make a difference to our members as you deliver best in class customer service through setting appropriate expectations, proactively communicating and providing advice to deliver appropriate solutions to the member. What you'll do: Acquire and apply basic knowledge of auto coverages. auto physical damage, and liability, in order to evaluate and settle high volume and low complexity auto claims such as; simple comprehensive and collision (i.e., single vehicle, parked and unoccupied, clear liability), glass, roadside, and rental vehicle coverages for repairable vehicles. Resolve claims through proactive problem solving and decision making, within authority guidelines and under direct supervision, while overcoming obstacles, and effectively prioritizing the workload. Clearly document thought process including damage evaluation, investigation, negotiation, and settlement decisions. Collaborate and set expectations with external and internal business partners to facilitate claims resolution. Support members, business partners, and claimants, through use of varying communication channels to include utilization of digital tools to drive timely and effective resolutions through exceptional service. Acquire and apply a foundational knowledge of Property and Claims (P&C) insurance industry products, and services, to include P&C insurance policy contracts, coverages and internal claims handling process and procedures. Support workload surges and catastrophe (CAT) response operations as needed, including potential evening, weekends, and/or holiday work outside normal work hours. May be assigned CAT deployment travel with minimal notice during designated CATs. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or equivalent experience or GED Ability to provide exceptional customer service for our members by communicating clearly and professionally using multiple communication channels to process information related to auto claims Ability to prioritize and multi-task while navigating through multiple business applications Successfully acquire an insurance adjuster license and applicable state registrations within 90 days of hire Successful completion of a job-related assessment is required. What sets you apart: US military experience through military service or a military spouse/domestic partner Bachelor's degree Compensation range: The hiring range for this position is: $ 48,340 - $ 50,340 . Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Retirement Plan Counselor helps individuals using Empower as their retirement provider through their employer build a healthy retirement and plan their financial future. This role uses strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements. This Retirement Plan Counselor will work with a major employer in the Memphis, TN area and must be based in this area to deliver in person meetings. What you will do Develop strategic relationships with site contacts within their assigned territory M eet with participants virtually and conduct webinars in addition to meeting with them in person on topics such as: features and benefits of the employer sponsored Defined Contribution (DC) retirement plan(s) and retirement readiness Work closely with internal business partners delivering increased client value Act as the "voice of the customer" by relaying important client feedback obtained during on-site visits to the appropriate Retirement Services area (e.g., Marketing, Sales, Client services, Transition Team) What you will bring Minimum 3 - 5 years financial services/retirement experience Satisfy service level agreements for the plan as well as achieve business results Possess a comprehensive knowledge of mutual funds/separate accounts, with an understanding of the risk/reward trade off for all securities FINRA Series 6 & 63 licenses required What will set you apart Be well versed in Deferred Compensation and Defined Contribution Plans as well as retirement planning concepts Strong presentation skills Have experience with a consultative needs-based approach helping people plan for retirement Ability to work independently; results- oriented Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $58,500.00 - $82,650.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-24-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Must reside within territory
05/13/2025
Full time
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Retirement Plan Counselor helps individuals using Empower as their retirement provider through their employer build a healthy retirement and plan their financial future. This role uses strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements. This Retirement Plan Counselor will work with a major employer in the Memphis, TN area and must be based in this area to deliver in person meetings. What you will do Develop strategic relationships with site contacts within their assigned territory M eet with participants virtually and conduct webinars in addition to meeting with them in person on topics such as: features and benefits of the employer sponsored Defined Contribution (DC) retirement plan(s) and retirement readiness Work closely with internal business partners delivering increased client value Act as the "voice of the customer" by relaying important client feedback obtained during on-site visits to the appropriate Retirement Services area (e.g., Marketing, Sales, Client services, Transition Team) What you will bring Minimum 3 - 5 years financial services/retirement experience Satisfy service level agreements for the plan as well as achieve business results Possess a comprehensive knowledge of mutual funds/separate accounts, with an understanding of the risk/reward trade off for all securities FINRA Series 6 & 63 licenses required What will set you apart Be well versed in Deferred Compensation and Defined Contribution Plans as well as retirement planning concepts Strong presentation skills Have experience with a consultative needs-based approach helping people plan for retirement Ability to work independently; results- oriented Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $58,500.00 - $82,650.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-24-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Must reside within territory
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned. This Retirement Plan Advisor will work with employees in the Spartanburg area. The RPA must be based in this territory and be available to travel as necessary within South Carolina. What you will do Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner Manage meeting schedule, including travel booking Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance Achieve plan level and individual goals to help achieve service level agreements and business results Participate in client meetings, sales finals, or other external meetings as needed Work collaboratively across internal service and management teams to improve effectiveness What you will bring Bachelor's degree or equivalent work experience in lieu of a degree 3 - 5 years relevant financial services experience Strong presentation skills required Proficiency in MS Word, Excel, PowerPoint, and Teams required Strategic thinker who can work independently required Strong relationship building and territory management skills required FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred FINRA fingerprinting required upon hire What will set you apart Working knowledge of Salesforce preferred Working knowledge of building blocks for successful retirement planning preferred Basic understanding of defined contribution plans preferred Practical experience providing high-level, consultative client interactions preferred Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $70,800.00 - $99,975.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-24-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Must reside within territory
05/13/2025
Full time
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned. This Retirement Plan Advisor will work with employees in the Spartanburg area. The RPA must be based in this territory and be available to travel as necessary within South Carolina. What you will do Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner Manage meeting schedule, including travel booking Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance Achieve plan level and individual goals to help achieve service level agreements and business results Participate in client meetings, sales finals, or other external meetings as needed Work collaboratively across internal service and management teams to improve effectiveness What you will bring Bachelor's degree or equivalent work experience in lieu of a degree 3 - 5 years relevant financial services experience Strong presentation skills required Proficiency in MS Word, Excel, PowerPoint, and Teams required Strategic thinker who can work independently required Strong relationship building and territory management skills required FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred FINRA fingerprinting required upon hire What will set you apart Working knowledge of Salesforce preferred Working knowledge of building blocks for successful retirement planning preferred Basic understanding of defined contribution plans preferred Practical experience providing high-level, consultative client interactions preferred Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $70,800.00 - $99,975.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-24-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Must reside within territory
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Retirement Plan Counselor helps individuals using Empower as their retirement provider through their employer build a healthy retirement and plan their financial future. This role uses strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements. This Retirement Plan Counselor will work with a major employer in the Memphis, TN area and must be based in this area to deliver in person meetings. What you will do Develop strategic relationships with site contacts within their assigned territory M eet with participants virtually and conduct webinars in addition to meeting with them in person on topics such as: features and benefits of the employer sponsored Defined Contribution (DC) retirement plan(s) and retirement readiness Work closely with internal business partners delivering increased client value Act as the "voice of the customer" by relaying important client feedback obtained during on-site visits to the appropriate Retirement Services area (e.g., Marketing, Sales, Client services, Transition Team) What you will bring Minimum 3 - 5 years financial services/retirement experience Satisfy service level agreements for the plan as well as achieve business results Possess a comprehensive knowledge of mutual funds/separate accounts, with an understanding of the risk/reward trade off for all securities FINRA Series 6 & 63 licenses required What will set you apart Be well versed in Deferred Compensation and Defined Contribution Plans as well as retirement planning concepts Strong presentation skills Have experience with a consultative needs-based approach helping people plan for retirement Ability to work independently; results- oriented Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $58,500.00 - $82,650.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-24-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Must reside within territory
05/13/2025
Full time
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Retirement Plan Counselor helps individuals using Empower as their retirement provider through their employer build a healthy retirement and plan their financial future. This role uses strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements. This Retirement Plan Counselor will work with a major employer in the Memphis, TN area and must be based in this area to deliver in person meetings. What you will do Develop strategic relationships with site contacts within their assigned territory M eet with participants virtually and conduct webinars in addition to meeting with them in person on topics such as: features and benefits of the employer sponsored Defined Contribution (DC) retirement plan(s) and retirement readiness Work closely with internal business partners delivering increased client value Act as the "voice of the customer" by relaying important client feedback obtained during on-site visits to the appropriate Retirement Services area (e.g., Marketing, Sales, Client services, Transition Team) What you will bring Minimum 3 - 5 years financial services/retirement experience Satisfy service level agreements for the plan as well as achieve business results Possess a comprehensive knowledge of mutual funds/separate accounts, with an understanding of the risk/reward trade off for all securities FINRA Series 6 & 63 licenses required What will set you apart Be well versed in Deferred Compensation and Defined Contribution Plans as well as retirement planning concepts Strong presentation skills Have experience with a consultative needs-based approach helping people plan for retirement Ability to work independently; results- oriented Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $58,500.00 - $82,650.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-24-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Must reside within territory
Internal Medicine Associates LLC
Anchorage, Alaska
Description: IMA Front Office Lead Job Description Job Title: Front Office Co Lead Department: IMA Business Office Reports To: Practice Manager Supervises: Front Office Staff Overtime Status: Non-exempt Job Summary: This position is responsible for providing supervision to front office personnel and serving as back-up support. Works closely with Practice Manager, CEO & Managing Physical, and physicians to ensure order is well maintained at the front office. Core objectives include: maintenance of office organization, customer service, streamlined processes for efficiency, and staff training and coaching. Primary Job Responsibilities: 1. Supervises front office staff, including participating in their hiring, training, preparation of staff meeting and regular evaluations, to ensure the most efficient matching of physician/clinician availability and patient preferences for time and date are met, accuracy in the registration of new patients, submission of medical records in accordance to HIPAA regulations, and optimal customer service is provided to patients upon check in, over the phones, and at check out. 2. Assumes role of front office receptionist amidst staffing shortages or when department staff are absent. This Includes (but is not limited to): Answer and screens telephone calls in a courteous manner, and record messages for physician and other personnel. Schedule patient appointments and procedures according to IMA established policies and procedures. Obtain accurate information from patients and ensure all registration forms are complete. Collect patient and insurance payments and reconcile charges on a daily basis. Prepare insurance forms and associated correspondence. Verify account balances and refunds for accuracy. Provide information to patients regarding unpaid balances. eFile records in appropriate sections of patient charts and keeps patient charts in proper order within the Intergy system. Transcribe letters and create forms as needed. Accurate data entry of patient demographic and insurance information. Copy patient information and forward to requesting party after receiving appropriate consent to release medical records. Maintain files and records in a confidential manner and ensure HIPAA Compliance. Maintain organization and efficiency of front office department, including office supply inventory. 3. Collaborates with the Practice Manager in maintaining and upgrading the Greenway Intergy system. 4. Works with the Practice Manager, CEO & Managing Physician, clinical staff, IMA physician appointed hospitals and facilities, and physicians/clinicians to ensure Front Office procedures are meeting needs. 5. Acts as resource for front office staff when they encounter patient issues such as customer complaints or physician dissatisfaction with services. 6. Produces reports on appointment patterns, trends, complaints, call volumes, and outcomes and analyzes results. Makes recommendations about improvement opportunities. 7. Delegates front office staff daily tasks including, but not limited to: Medical Records Insurance eligibility & verification Daily mail sorting, processing returned, and outgoing mail Generate and distribute reminder calls Front office lunch & break times 8. Performs other duties as assigned Education: High school diploma or GED; associate's degree preferred. Experience: Minimum two to five years of experience in a medical office lead/supervisor/management setting, with one year of experience in a clinical setting, preferably a medical practice. Performance Requirements: Knowledge: 1. Knowledge of medical practice protocols related to front office reception and HIPAA. 2. Knowledge of medical terminology for interpreting physician instructions and patient needs. 3. Knowledge of grammar, spelling, and punctuation to type from draft copy and review and edit reports and correspondence. 4. Knowledge of basic arithmetic to make calculations, balance and reconcile figures, and make changes accurately. 5. Knowledge of confidentiality requirements related to patient information. Skills: 1. Skill in training new front office staff out IMA Intergy system and work processes. 2. Skill in handling incoming phone calls and triaging appropriately. 3. Skill in both written and verbal communication. 4. Skill in evaluating front office performance and correcting performance deviations. 5. Skill in serving as resource to front office staff with questions or issues and about the Intergy system or IMA processes and protocols. Abilities: 1. Ability to communicate instructions clearly. 2. Ability to collaborate with all levels of clinicians and staff to meet needs. 3. Ability to analyze data reports and make recommendations for improvement. 4. Ability to type 60 words per minute using word processing software. 5. Ability to flexibly respond to changing demands. 6. Ability to organize and prioritize tasks effectively. 7. Ability to work with little supervision. 8. Ability to establish and maintain effective working relationships with patients, employees, and the public. 9. Ability to competently use Microsoft Office, including Word, PowerPoint, Excel, and appropriate practice management software. Equipment Operated: Standard office equipment with emphasis on telephone, fax, photocopier, and computer hardware/software. Work Environment: Work performed in a medical office environment that is well lighted and well ventilated. Work may be stressful due to a busy office. This position involves continual interaction with other IMA personnel and with patients, both face-to-face, through means of written correspondence, and on the phone. Physical & Mental Requirements: Manual dexterity for office machine operation including computer and calculator; stooping, bending to handle files and supplies, mobility to complete errands or deliveries, or sitting for extended periods of time. Stress can be triggered by multiple staff demands and deadlines. Must possess the physical and mental abilities to perform the tasks normally associated with a Front Office Lead such as some walking, bending, and reaching. Repetitive use of computer may lead to nerve damage without ergonomic measures. Occasionally stress from dealing with patients with appointment and/or experience issues. Position Type/Expected Hours of Work This employee must be available during the work hours of 8:30 am and 5:00 pm, Monday through Friday, and is scheduled to work 40 hours each week to satisfy the needs of this position. Occasional overtime work may be required as job duties demand, per Supervisor authorization and direction. Position Interactions: Responsible to: o Practice Manager o Chief Executive Officer & Managing Physician o IMA Physicians Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Requirements: PI4e14d58c18f0-6963
05/13/2025
Full time
Description: IMA Front Office Lead Job Description Job Title: Front Office Co Lead Department: IMA Business Office Reports To: Practice Manager Supervises: Front Office Staff Overtime Status: Non-exempt Job Summary: This position is responsible for providing supervision to front office personnel and serving as back-up support. Works closely with Practice Manager, CEO & Managing Physical, and physicians to ensure order is well maintained at the front office. Core objectives include: maintenance of office organization, customer service, streamlined processes for efficiency, and staff training and coaching. Primary Job Responsibilities: 1. Supervises front office staff, including participating in their hiring, training, preparation of staff meeting and regular evaluations, to ensure the most efficient matching of physician/clinician availability and patient preferences for time and date are met, accuracy in the registration of new patients, submission of medical records in accordance to HIPAA regulations, and optimal customer service is provided to patients upon check in, over the phones, and at check out. 2. Assumes role of front office receptionist amidst staffing shortages or when department staff are absent. This Includes (but is not limited to): Answer and screens telephone calls in a courteous manner, and record messages for physician and other personnel. Schedule patient appointments and procedures according to IMA established policies and procedures. Obtain accurate information from patients and ensure all registration forms are complete. Collect patient and insurance payments and reconcile charges on a daily basis. Prepare insurance forms and associated correspondence. Verify account balances and refunds for accuracy. Provide information to patients regarding unpaid balances. eFile records in appropriate sections of patient charts and keeps patient charts in proper order within the Intergy system. Transcribe letters and create forms as needed. Accurate data entry of patient demographic and insurance information. Copy patient information and forward to requesting party after receiving appropriate consent to release medical records. Maintain files and records in a confidential manner and ensure HIPAA Compliance. Maintain organization and efficiency of front office department, including office supply inventory. 3. Collaborates with the Practice Manager in maintaining and upgrading the Greenway Intergy system. 4. Works with the Practice Manager, CEO & Managing Physician, clinical staff, IMA physician appointed hospitals and facilities, and physicians/clinicians to ensure Front Office procedures are meeting needs. 5. Acts as resource for front office staff when they encounter patient issues such as customer complaints or physician dissatisfaction with services. 6. Produces reports on appointment patterns, trends, complaints, call volumes, and outcomes and analyzes results. Makes recommendations about improvement opportunities. 7. Delegates front office staff daily tasks including, but not limited to: Medical Records Insurance eligibility & verification Daily mail sorting, processing returned, and outgoing mail Generate and distribute reminder calls Front office lunch & break times 8. Performs other duties as assigned Education: High school diploma or GED; associate's degree preferred. Experience: Minimum two to five years of experience in a medical office lead/supervisor/management setting, with one year of experience in a clinical setting, preferably a medical practice. Performance Requirements: Knowledge: 1. Knowledge of medical practice protocols related to front office reception and HIPAA. 2. Knowledge of medical terminology for interpreting physician instructions and patient needs. 3. Knowledge of grammar, spelling, and punctuation to type from draft copy and review and edit reports and correspondence. 4. Knowledge of basic arithmetic to make calculations, balance and reconcile figures, and make changes accurately. 5. Knowledge of confidentiality requirements related to patient information. Skills: 1. Skill in training new front office staff out IMA Intergy system and work processes. 2. Skill in handling incoming phone calls and triaging appropriately. 3. Skill in both written and verbal communication. 4. Skill in evaluating front office performance and correcting performance deviations. 5. Skill in serving as resource to front office staff with questions or issues and about the Intergy system or IMA processes and protocols. Abilities: 1. Ability to communicate instructions clearly. 2. Ability to collaborate with all levels of clinicians and staff to meet needs. 3. Ability to analyze data reports and make recommendations for improvement. 4. Ability to type 60 words per minute using word processing software. 5. Ability to flexibly respond to changing demands. 6. Ability to organize and prioritize tasks effectively. 7. Ability to work with little supervision. 8. Ability to establish and maintain effective working relationships with patients, employees, and the public. 9. Ability to competently use Microsoft Office, including Word, PowerPoint, Excel, and appropriate practice management software. Equipment Operated: Standard office equipment with emphasis on telephone, fax, photocopier, and computer hardware/software. Work Environment: Work performed in a medical office environment that is well lighted and well ventilated. Work may be stressful due to a busy office. This position involves continual interaction with other IMA personnel and with patients, both face-to-face, through means of written correspondence, and on the phone. Physical & Mental Requirements: Manual dexterity for office machine operation including computer and calculator; stooping, bending to handle files and supplies, mobility to complete errands or deliveries, or sitting for extended periods of time. Stress can be triggered by multiple staff demands and deadlines. Must possess the physical and mental abilities to perform the tasks normally associated with a Front Office Lead such as some walking, bending, and reaching. Repetitive use of computer may lead to nerve damage without ergonomic measures. Occasionally stress from dealing with patients with appointment and/or experience issues. Position Type/Expected Hours of Work This employee must be available during the work hours of 8:30 am and 5:00 pm, Monday through Friday, and is scheduled to work 40 hours each week to satisfy the needs of this position. Occasional overtime work may be required as job duties demand, per Supervisor authorization and direction. Position Interactions: Responsible to: o Practice Manager o Chief Executive Officer & Managing Physician o IMA Physicians Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Requirements: PI4e14d58c18f0-6963
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Retirement Plan Counselor helps individuals using Empower as their retirement provider through their employer build a healthy retirement and plan their financial future. This role uses strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements. This Retirement Plan Counselor will work with a major employer in the Memphis, TN area and must be based in this area to deliver in person meetings. What you will do Develop strategic relationships with site contacts within their assigned territory M eet with participants virtually and conduct webinars in addition to meeting with them in person on topics such as: features and benefits of the employer sponsored Defined Contribution (DC) retirement plan(s) and retirement readiness Work closely with internal business partners delivering increased client value Act as the "voice of the customer" by relaying important client feedback obtained during on-site visits to the appropriate Retirement Services area (e.g., Marketing, Sales, Client services, Transition Team) What you will bring Minimum 3 - 5 years financial services/retirement experience Satisfy service level agreements for the plan as well as achieve business results Possess a comprehensive knowledge of mutual funds/separate accounts, with an understanding of the risk/reward trade off for all securities FINRA Series 6 & 63 licenses required What will set you apart Be well versed in Deferred Compensation and Defined Contribution Plans as well as retirement planning concepts Strong presentation skills Have experience with a consultative needs-based approach helping people plan for retirement Ability to work independently; results- oriented Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $58,500.00 - $82,650.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-24-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Must reside within territory
05/13/2025
Full time
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Retirement Plan Counselor helps individuals using Empower as their retirement provider through their employer build a healthy retirement and plan their financial future. This role uses strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements. This Retirement Plan Counselor will work with a major employer in the Memphis, TN area and must be based in this area to deliver in person meetings. What you will do Develop strategic relationships with site contacts within their assigned territory M eet with participants virtually and conduct webinars in addition to meeting with them in person on topics such as: features and benefits of the employer sponsored Defined Contribution (DC) retirement plan(s) and retirement readiness Work closely with internal business partners delivering increased client value Act as the "voice of the customer" by relaying important client feedback obtained during on-site visits to the appropriate Retirement Services area (e.g., Marketing, Sales, Client services, Transition Team) What you will bring Minimum 3 - 5 years financial services/retirement experience Satisfy service level agreements for the plan as well as achieve business results Possess a comprehensive knowledge of mutual funds/separate accounts, with an understanding of the risk/reward trade off for all securities FINRA Series 6 & 63 licenses required What will set you apart Be well versed in Deferred Compensation and Defined Contribution Plans as well as retirement planning concepts Strong presentation skills Have experience with a consultative needs-based approach helping people plan for retirement Ability to work independently; results- oriented Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $58,500.00 - $82,650.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-24-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Must reside within territory
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned. This Retirement Plan Advisor will work with employees in the Spartanburg area. The RPA must be based in this territory and be available to travel as necessary within South Carolina. What you will do Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner Manage meeting schedule, including travel booking Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance Achieve plan level and individual goals to help achieve service level agreements and business results Participate in client meetings, sales finals, or other external meetings as needed Work collaboratively across internal service and management teams to improve effectiveness What you will bring Bachelor's degree or equivalent work experience in lieu of a degree 3 - 5 years relevant financial services experience Strong presentation skills required Proficiency in MS Word, Excel, PowerPoint, and Teams required Strategic thinker who can work independently required Strong relationship building and territory management skills required FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred FINRA fingerprinting required upon hire What will set you apart Working knowledge of Salesforce preferred Working knowledge of building blocks for successful retirement planning preferred Basic understanding of defined contribution plans preferred Practical experience providing high-level, consultative client interactions preferred Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $70,800.00 - $99,975.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-24-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Must reside within territory
05/13/2025
Full time
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned. This Retirement Plan Advisor will work with employees in the Spartanburg area. The RPA must be based in this territory and be available to travel as necessary within South Carolina. What you will do Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner Manage meeting schedule, including travel booking Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance Achieve plan level and individual goals to help achieve service level agreements and business results Participate in client meetings, sales finals, or other external meetings as needed Work collaboratively across internal service and management teams to improve effectiveness What you will bring Bachelor's degree or equivalent work experience in lieu of a degree 3 - 5 years relevant financial services experience Strong presentation skills required Proficiency in MS Word, Excel, PowerPoint, and Teams required Strategic thinker who can work independently required Strong relationship building and territory management skills required FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred FINRA fingerprinting required upon hire What will set you apart Working knowledge of Salesforce preferred Working knowledge of building blocks for successful retirement planning preferred Basic understanding of defined contribution plans preferred Practical experience providing high-level, consultative client interactions preferred Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $70,800.00 - $99,975.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-24-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Must reside within territory
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Retirement Plan Counselor helps individuals using Empower as their retirement provider through their employer build a healthy retirement and plan their financial future. This role uses strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements. This Retirement Plan Counselor will work with a major employer in the Memphis, TN area and must be based in this area to deliver in person meetings. What you will do Develop strategic relationships with site contacts within their assigned territory M eet with participants virtually and conduct webinars in addition to meeting with them in person on topics such as: features and benefits of the employer sponsored Defined Contribution (DC) retirement plan(s) and retirement readiness Work closely with internal business partners delivering increased client value Act as the "voice of the customer" by relaying important client feedback obtained during on-site visits to the appropriate Retirement Services area (e.g., Marketing, Sales, Client services, Transition Team) What you will bring Minimum 3 - 5 years financial services/retirement experience Satisfy service level agreements for the plan as well as achieve business results Possess a comprehensive knowledge of mutual funds/separate accounts, with an understanding of the risk/reward trade off for all securities FINRA Series 6 & 63 licenses required What will set you apart Be well versed in Deferred Compensation and Defined Contribution Plans as well as retirement planning concepts Strong presentation skills Have experience with a consultative needs-based approach helping people plan for retirement Ability to work independently; results- oriented Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $58,500.00 - $82,650.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-24-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Must reside within territory
05/13/2025
Full time
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Retirement Plan Counselor helps individuals using Empower as their retirement provider through their employer build a healthy retirement and plan their financial future. This role uses strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements. This Retirement Plan Counselor will work with a major employer in the Memphis, TN area and must be based in this area to deliver in person meetings. What you will do Develop strategic relationships with site contacts within their assigned territory M eet with participants virtually and conduct webinars in addition to meeting with them in person on topics such as: features and benefits of the employer sponsored Defined Contribution (DC) retirement plan(s) and retirement readiness Work closely with internal business partners delivering increased client value Act as the "voice of the customer" by relaying important client feedback obtained during on-site visits to the appropriate Retirement Services area (e.g., Marketing, Sales, Client services, Transition Team) What you will bring Minimum 3 - 5 years financial services/retirement experience Satisfy service level agreements for the plan as well as achieve business results Possess a comprehensive knowledge of mutual funds/separate accounts, with an understanding of the risk/reward trade off for all securities FINRA Series 6 & 63 licenses required What will set you apart Be well versed in Deferred Compensation and Defined Contribution Plans as well as retirement planning concepts Strong presentation skills Have experience with a consultative needs-based approach helping people plan for retirement Ability to work independently; results- oriented Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $58,500.00 - $82,650.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-24-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Must reside within territory
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Licensed Insurance Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. For new hires starting in May, June or July we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment. We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C personal lines or producer agent license to work in our Phoenix, San Antonio, Tampa and Colorado Springs office. This schedule may require working evenings up to 10:00PM Local Time to include a permanent Saturday or Sunday. These roles include a shift differential of 15% for hours worked after 6:00pm Local Time and any hours worked on Saturday or Sunday. We have new training classes starting every month. As a Licensed Insurance Customer Service Representative, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security. What you'll do: Facilitate the member experience by answering phone calls, emails, and other requests from members. Apply developing knowledge of personal lines insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty (P&C) licenses and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Currently active Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience Ability to prioritize and multi-task, including navigating through multiple business applications What sets you apart: US military experience through military service or a military spouse/domestic partner. Prior experience in a fast-paced contact center environment. 1+ years of direct sales or upselling/cross selling experience. Compensation range: The hiring range for this position is: $46,370 - $50,300. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
05/13/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Licensed Insurance Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. For new hires starting in May, June or July we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment. We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C personal lines or producer agent license to work in our Phoenix, San Antonio, Tampa and Colorado Springs office. This schedule may require working evenings up to 10:00PM Local Time to include a permanent Saturday or Sunday. These roles include a shift differential of 15% for hours worked after 6:00pm Local Time and any hours worked on Saturday or Sunday. We have new training classes starting every month. As a Licensed Insurance Customer Service Representative, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security. What you'll do: Facilitate the member experience by answering phone calls, emails, and other requests from members. Apply developing knowledge of personal lines insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty (P&C) licenses and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Currently active Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience Ability to prioritize and multi-task, including navigating through multiple business applications What sets you apart: US military experience through military service or a military spouse/domestic partner. Prior experience in a fast-paced contact center environment. 1+ years of direct sales or upselling/cross selling experience. Compensation range: The hiring range for this position is: $46,370 - $50,300. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Overview: With over 150 years of experience, and headquartered in Southern CA, CoolSys is the market-leading indoor environment solutions company. Our full spectrum of best-in-class services includes HVAC & refrigeration installations, remodels, service & maintenance; and energy solutions, including controls and lighting. CoolSys serves customers in the retail, commercial, food service, educational, healthcare, and industrial markets. WHY JOIN US We understand that hiring great people is the foundation of everything we do. Our employee benefits packages include: Competitive pay from $64-85K+ Medical, Dental, Vision and Prescription coverage Paid vacation and holidays 401(K) match Life insurance, AD&D and long-term disability Tuition reimbursement Opportunities available nationwide Employee discounts on vehicles, hotels, theme parks, select cell phone bills and so much more Pet Insurance Legal Plan, and ID Theft Protection JOB SUMMARY To support our rapid growth, CoolSys Energy Design - Consulting Engineers (CED) is searching for an experienced MEP Revit Specialist to join our team! Our ideal candidate will be responsible for creating accurate and detailed Building Information Models (BIM) using Autodesk Revit software. This may include HVAC, sanitary, waste and ventilation, natural gas, refrigeration, lighting, power, fire alarm, and low-voltage systems for retail, commercial, industrial, educational, and/or multifamily residential customers. Responsibilities: Develop and maintain comprehensive 3D BIM models for building systems including mechanical, electrical, plumbing, refrigeration, and fire protection components - taking direction from engineering teams. Collaborate with engineers, architects, and other stakeholders to produce MEPR/FP models that meet project requirements and standards. Conduct clash detection analysis and resolve conflicts between different building systems within the model. Ensure work is checked for accuracy and detail. The individual will be closely supervised, and their work will be reviewed on a regular basis by a higher-level position. Learn and follow MEPR/FP procedures and standards. Maintain working knowledge of and apply industry-specific modeling codes and standards, following functional specifications of the designs assigned to you. Ensure work is executed accurately and in a timely and cost-effective manner. Ensure preparation of the design's calculations and engineering drawings is constructible and complies with code and customer requirements. Prepare engineering documents that meet customer quality requirements and company standards. Assist with on-site visits and reporting, as required. Incorporate selection, layout, sizing, and applicable system and equipment requirements with direction from the Senior Engineer. Provide support for other department activities as required including plotting drawings, producing transmittals, and coordinating the shipment of deliverables. Qualifications: Proficiency in BIM software (Revit, ACC, BIM 360, etc.), advanced knowledge of 3D modeling, data management for MEP systems for commercial and/or industrial projects is required. Strong understanding of building systems and construction processes. Associate's or higher level degree in drafting/design engineering technology. Other engineering or construction disciplines are considered based on experience and skill set. 5 or more years of relevant professional experience. Ability to learn and perform standard computer and software functions in accordance with engineering modeling standards. Experience with clash detection software (e.g., Navisworks) is preferred. Attention to detail and accuracy. Requires strong verbal and written communication skills. Strong analytical, problem-solving, and decision-making capabilities, as well as demonstrated high-quality technical writing skills. Team player with sound business ethics and the ability to multi-task in a fast-paced environment. Willingness to work with all levels of internal staff, as well as outside clients and vendors to develop a full understanding of building energy systems and their operation. Proficiency in Microsoft Office applications (Word, PowerPoint, Outlook, and Excel) is required. Join Us: Today, there are 27 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 . CoolS ys 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.
05/13/2025
Full time
Overview: With over 150 years of experience, and headquartered in Southern CA, CoolSys is the market-leading indoor environment solutions company. Our full spectrum of best-in-class services includes HVAC & refrigeration installations, remodels, service & maintenance; and energy solutions, including controls and lighting. CoolSys serves customers in the retail, commercial, food service, educational, healthcare, and industrial markets. WHY JOIN US We understand that hiring great people is the foundation of everything we do. Our employee benefits packages include: Competitive pay from $64-85K+ Medical, Dental, Vision and Prescription coverage Paid vacation and holidays 401(K) match Life insurance, AD&D and long-term disability Tuition reimbursement Opportunities available nationwide Employee discounts on vehicles, hotels, theme parks, select cell phone bills and so much more Pet Insurance Legal Plan, and ID Theft Protection JOB SUMMARY To support our rapid growth, CoolSys Energy Design - Consulting Engineers (CED) is searching for an experienced MEP Revit Specialist to join our team! Our ideal candidate will be responsible for creating accurate and detailed Building Information Models (BIM) using Autodesk Revit software. This may include HVAC, sanitary, waste and ventilation, natural gas, refrigeration, lighting, power, fire alarm, and low-voltage systems for retail, commercial, industrial, educational, and/or multifamily residential customers. Responsibilities: Develop and maintain comprehensive 3D BIM models for building systems including mechanical, electrical, plumbing, refrigeration, and fire protection components - taking direction from engineering teams. Collaborate with engineers, architects, and other stakeholders to produce MEPR/FP models that meet project requirements and standards. Conduct clash detection analysis and resolve conflicts between different building systems within the model. Ensure work is checked for accuracy and detail. The individual will be closely supervised, and their work will be reviewed on a regular basis by a higher-level position. Learn and follow MEPR/FP procedures and standards. Maintain working knowledge of and apply industry-specific modeling codes and standards, following functional specifications of the designs assigned to you. Ensure work is executed accurately and in a timely and cost-effective manner. Ensure preparation of the design's calculations and engineering drawings is constructible and complies with code and customer requirements. Prepare engineering documents that meet customer quality requirements and company standards. Assist with on-site visits and reporting, as required. Incorporate selection, layout, sizing, and applicable system and equipment requirements with direction from the Senior Engineer. Provide support for other department activities as required including plotting drawings, producing transmittals, and coordinating the shipment of deliverables. Qualifications: Proficiency in BIM software (Revit, ACC, BIM 360, etc.), advanced knowledge of 3D modeling, data management for MEP systems for commercial and/or industrial projects is required. Strong understanding of building systems and construction processes. Associate's or higher level degree in drafting/design engineering technology. Other engineering or construction disciplines are considered based on experience and skill set. 5 or more years of relevant professional experience. Ability to learn and perform standard computer and software functions in accordance with engineering modeling standards. Experience with clash detection software (e.g., Navisworks) is preferred. Attention to detail and accuracy. Requires strong verbal and written communication skills. Strong analytical, problem-solving, and decision-making capabilities, as well as demonstrated high-quality technical writing skills. Team player with sound business ethics and the ability to multi-task in a fast-paced environment. Willingness to work with all levels of internal staff, as well as outside clients and vendors to develop a full understanding of building energy systems and their operation. Proficiency in Microsoft Office applications (Word, PowerPoint, Outlook, and Excel) is required. Join Us: Today, there are 27 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 . CoolS ys 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.
