Job DescriptionJob DescriptionJob Title: Accounts Payable SpecialistJob Location: Johnston, RI 02919Job Duration: 3 Months with possible extension Job Summary: The Business Support Specialist provides provides research and analytical support for a lending account reviews Roles & Responsibilities: Following standard operating procedures. Data entry. Research of customer accounts. Reporting and Analytics. Required Experience: Attention to detail and strong organizational/time management skills. Strong communication skills: Email and business internal. Ability to work in a fast-paced environment managing multiple priorities and perform in a deadline driven environment. Proficient in Microsoft Office Excel, Word. Educational Requirement: HS diploma or equivalent. Key Tasks: Payment activity research for data on first delinquency dates. Data entry (basic adding and subtracting, no complex formulas) Following SOPs and procedures. Internal communication via email and Teams. Providing feedback and asking questions. Skills Emphasized: Attention to detail. Time management. Proficiency in MS Excel, Office, Teams, Outlook, and Word. Training: Comprehensive training covering SOPs, with peer quality control. Research Focus: Loan accounts and credit lines, researching payment and debit history to identify delinquencies. Preferred Background: Experience in processing repetitive tasks, attention to detail. Experience Required: 1-2 years.
04/25/2026
Full time
Job DescriptionJob DescriptionJob Title: Accounts Payable SpecialistJob Location: Johnston, RI 02919Job Duration: 3 Months with possible extension Job Summary: The Business Support Specialist provides provides research and analytical support for a lending account reviews Roles & Responsibilities: Following standard operating procedures. Data entry. Research of customer accounts. Reporting and Analytics. Required Experience: Attention to detail and strong organizational/time management skills. Strong communication skills: Email and business internal. Ability to work in a fast-paced environment managing multiple priorities and perform in a deadline driven environment. Proficient in Microsoft Office Excel, Word. Educational Requirement: HS diploma or equivalent. Key Tasks: Payment activity research for data on first delinquency dates. Data entry (basic adding and subtracting, no complex formulas) Following SOPs and procedures. Internal communication via email and Teams. Providing feedback and asking questions. Skills Emphasized: Attention to detail. Time management. Proficiency in MS Excel, Office, Teams, Outlook, and Word. Training: Comprehensive training covering SOPs, with peer quality control. Research Focus: Loan accounts and credit lines, researching payment and debit history to identify delinquencies. Preferred Background: Experience in processing repetitive tasks, attention to detail. Experience Required: 1-2 years.
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 The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based in the San Antonio, TX campus . Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Work Hours: Monday - Friday / 7:30am - 7:00pm (Central) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: High School diploma or GED Required maintenance of Life/Health license Required annual completion of AHIP and Broker/Carrier appointments when applicable. 1 year of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in or leading teams Successful completion of a job-related assessment may be required What sets you apart: 2+ years experience working in Sales with life insurance 1+ years experience working in a call center environment CLU - Chartered Life Underwriter or comparable designation US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $45,470.00 - $105,420.00. 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.
04/25/2026
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 The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based in the San Antonio, TX campus . Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Work Hours: Monday - Friday / 7:30am - 7:00pm (Central) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: High School diploma or GED Required maintenance of Life/Health license Required annual completion of AHIP and Broker/Carrier appointments when applicable. 1 year of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in or leading teams Successful completion of a job-related assessment may be required What sets you apart: 2+ years experience working in Sales with life insurance 1+ years experience working in a call center environment CLU - Chartered Life Underwriter or comparable designation US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $45,470.00 - $105,420.00. 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.
Job DescriptionJob Description Make a difference with us! At Alliance Defending Freedom, we believe God has brought you here for His purpose-to stand for truth and defend the God-given right to live and speak it. Together, we protect religious freedom, free speech, the sanctity of life, marriage and family, and parental rights. Review our Statement of Faith to ensure we're a fit for you. Locations: Scottsdale, AZ / Dallas, TX Team Overview In this role, you will report to the Accounts Payable Manager. Your primary responsibility will be to process accounts payable, ensuring timely vendor and team member disbursements. Additionally, you will be asked to assist with other finance-related tasks to support the team's goals and objectives. Key Responsibilities Process invoices and internal payment requests to vendors, reviewing invoices for accurate coding, completeness, and proper authorization, while researching and resolving any discrepancies. Process payments, including checks and electronic fund transfers. Properly set up vendors and maintain vendor records within the Accounts Payable System Prepare general ledger entries and assist in the month-end close process. Respond to inquiries related to Accounts Payable, providing excellent customer service to team members and stakeholders. Code domestic and international expense reports related to ADF's Corporate Credit Card Program. Ensure accuracy and adherence to internal policies, procedures, and regulatory requirements. Assist with ongoing maintenance, including team member setup, resetting passwords, increasing limits, monitoring fraud, ordering new cards, and updating account codes and approvers. Minimum Qualifications 3+ years of experience in accounting, accounts payable, office administration, or related field. Proficient in Microsoft Office suite, particularly Excel and Outlook. Strong organizational, time management, and problem-solving skills. Excellent communication and interpersonal skills. Ability to multi-task with strong attention to detail. Ability to maintain a high level of confidentiality. Preferred Qualifications Experience with Concur or other expense reporting platforms. Pay & Benefits At Alliance Defending Freedom, we offer a competitive compensation and benefits package to support your well-being and growth. While we do not disclose specific salary ranges, our compensation is competitive with top non-profit law firms. Our benefits include 100% covered medical and dental insurance, medical and dependent care reimbursement, paid disability, long-term care, life insurance, and a 401(k) plan with a 4% company match. We prioritize work-life balance with paid time off and 12 paid holidays each year. Want to Know More About ADF?
04/25/2026
Full time
Job DescriptionJob Description Make a difference with us! At Alliance Defending Freedom, we believe God has brought you here for His purpose-to stand for truth and defend the God-given right to live and speak it. Together, we protect religious freedom, free speech, the sanctity of life, marriage and family, and parental rights. Review our Statement of Faith to ensure we're a fit for you. Locations: Scottsdale, AZ / Dallas, TX Team Overview In this role, you will report to the Accounts Payable Manager. Your primary responsibility will be to process accounts payable, ensuring timely vendor and team member disbursements. Additionally, you will be asked to assist with other finance-related tasks to support the team's goals and objectives. Key Responsibilities Process invoices and internal payment requests to vendors, reviewing invoices for accurate coding, completeness, and proper authorization, while researching and resolving any discrepancies. Process payments, including checks and electronic fund transfers. Properly set up vendors and maintain vendor records within the Accounts Payable System Prepare general ledger entries and assist in the month-end close process. Respond to inquiries related to Accounts Payable, providing excellent customer service to team members and stakeholders. Code domestic and international expense reports related to ADF's Corporate Credit Card Program. Ensure accuracy and adherence to internal policies, procedures, and regulatory requirements. Assist with ongoing maintenance, including team member setup, resetting passwords, increasing limits, monitoring fraud, ordering new cards, and updating account codes and approvers. Minimum Qualifications 3+ years of experience in accounting, accounts payable, office administration, or related field. Proficient in Microsoft Office suite, particularly Excel and Outlook. Strong organizational, time management, and problem-solving skills. Excellent communication and interpersonal skills. Ability to multi-task with strong attention to detail. Ability to maintain a high level of confidentiality. Preferred Qualifications Experience with Concur or other expense reporting platforms. Pay & Benefits At Alliance Defending Freedom, we offer a competitive compensation and benefits package to support your well-being and growth. While we do not disclose specific salary ranges, our compensation is competitive with top non-profit law firms. Our benefits include 100% covered medical and dental insurance, medical and dependent care reimbursement, paid disability, long-term care, life insurance, and a 401(k) plan with a 4% company match. We prioritize work-life balance with paid time off and 12 paid holidays each year. Want to Know More About ADF?
Job DescriptionJob DescriptionDescription: Why Join Us? At Tort Intake Professionals, your work is more than a job-it's a mission rooted in justice and compassion. You'll help people through some of the most difficult moments of their lives, ensuring their stories are heard with accuracy, empathy, and respect. Every case is a chance to restore dignity-and your role makes that possible. About the Role The Quality Assurance (QA) Specialist, sometimes referred to internally as a Processing Agent, focuses on auditing and refining client case profiles to ensure accuracy and completeness. Responsibilities include spell-checking, proofreading, validating personal details, and resolving discrepancies in case criteria. You will play a key role in maintaining the high standards required by our legal partners and ensuring profiles are ready for attorney review. Staying updated on lawsuit-specific requirements and legal campaigns is essential to the role. What you'll do: Receive inbound live transfers and review call recordings to verify client information for accuracy and completeness. Ensure compliance with qualifying criteria and adjust notes for clarity to improve communication and documentation quality. Provide comprehensive responses to inquiries, confirm understanding, and foster a positive, professional, and collaborative team environment. Deliver a high level of customer service in every interaction with potential new clients. Contribute to departmental projects as needed and meet assigned individual performance objectives. Thrive in a fast-paced environment and adapt to updates in case criteria and processes. Update and maintain accurate information across multiple programs and spreadsheets with strong attention to detail. Perform assigned auditing tasks based on management or client requests. Requirements: High school diploma or equivalent required; Associate's or Bachelor's degree preferred. 2+ years of previous experience in intake, quality assurance, auditing, as a Paralegal, legal secretary, in a legal assistant capacity, or in a related field Must be available to work at least one weekend day or evenings as part of a set schedule. Proficiency in navigating multiple Customer Relationship Management (CRM) systems. Exceptional oral and written communication skills with strong command of grammar and punctuation Ability to speak with individuals in a productive and professional manner, demonstrating empathy when necessary Strong attention to detail - Having the ability to catch errors and mistakes on case files. Competence in addressing delicate subjects, such as sexual abuse, with professionalism and sensitivity. Excellent typing skills and adeptness in note-taking Perks of Joining our Team Comprehensive Health Coverage - Medical, dental, and vision plans tailored to support your wellbeing Paid Time Off - Generous PTO to help you recharge Fulfilling Career Path - Grow your skills while contributing to cases that change lives and hold corporations accountable Schedule: Full-Time/Non-Exempt Compensation: $25.00 Hourly Tort Intake Professionals is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status under applicable law. Employment is contingent upon the successful completion of a background check. Final hiring decisions will reflect the outcome of this screening process.
04/25/2026
Full time
Job DescriptionJob DescriptionDescription: Why Join Us? At Tort Intake Professionals, your work is more than a job-it's a mission rooted in justice and compassion. You'll help people through some of the most difficult moments of their lives, ensuring their stories are heard with accuracy, empathy, and respect. Every case is a chance to restore dignity-and your role makes that possible. About the Role The Quality Assurance (QA) Specialist, sometimes referred to internally as a Processing Agent, focuses on auditing and refining client case profiles to ensure accuracy and completeness. Responsibilities include spell-checking, proofreading, validating personal details, and resolving discrepancies in case criteria. You will play a key role in maintaining the high standards required by our legal partners and ensuring profiles are ready for attorney review. Staying updated on lawsuit-specific requirements and legal campaigns is essential to the role. What you'll do: Receive inbound live transfers and review call recordings to verify client information for accuracy and completeness. Ensure compliance with qualifying criteria and adjust notes for clarity to improve communication and documentation quality. Provide comprehensive responses to inquiries, confirm understanding, and foster a positive, professional, and collaborative team environment. Deliver a high level of customer service in every interaction with potential new clients. Contribute to departmental projects as needed and meet assigned individual performance objectives. Thrive in a fast-paced environment and adapt to updates in case criteria and processes. Update and maintain accurate information across multiple programs and spreadsheets with strong attention to detail. Perform assigned auditing tasks based on management or client requests. Requirements: High school diploma or equivalent required; Associate's or Bachelor's degree preferred. 2+ years of previous experience in intake, quality assurance, auditing, as a Paralegal, legal secretary, in a legal assistant capacity, or in a related field Must be available to work at least one weekend day or evenings as part of a set schedule. Proficiency in navigating multiple Customer Relationship Management (CRM) systems. Exceptional oral and written communication skills with strong command of grammar and punctuation Ability to speak with individuals in a productive and professional manner, demonstrating empathy when necessary Strong attention to detail - Having the ability to catch errors and mistakes on case files. Competence in addressing delicate subjects, such as sexual abuse, with professionalism and sensitivity. Excellent typing skills and adeptness in note-taking Perks of Joining our Team Comprehensive Health Coverage - Medical, dental, and vision plans tailored to support your wellbeing Paid Time Off - Generous PTO to help you recharge Fulfilling Career Path - Grow your skills while contributing to cases that change lives and hold corporations accountable Schedule: Full-Time/Non-Exempt Compensation: $25.00 Hourly Tort Intake Professionals is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status under applicable law. Employment is contingent upon the successful completion of a background check. Final hiring decisions will reflect the outcome of this screening process.
Job Description: Understand, promote and manage with the principles of medical management to facilitate the right care at the right time in the right setting. In collaboration with the Medical Director, identifies the need for and participates in the development and implementation of Utilization Management policies and procedures and to promote cost-effectiveness and improved quality. Oversee compliance with all health plan, state and federal regulatory requirements (e.g., DMHC, Medicaid, CMS Medicare Part C & D, NCQA where applicable) with respect to prior authorization services, such as turnaround times and appropriate documentation. Understand CMS and ICE UM processes/policies/procedures, especially with respect to ICE and CMS denial language and timeliness criteria, with respect to prior authorization services. Provide direct supervisory oversight to prior authorization review nurses, professional claims review nurses, UM coordinators and UM compliance staff, including, but not limited to daily work assignments, special project assignments, assistance with performance reviews and disciplinary actions as needed/required. Communicate effectively and functions as liaison between nurse and physician reviewers, medical directors, coordinators, PCP and specialist providers, and health plans daily or as indicated regarding any UM or referral authorization issues, as well as care coordination issues. Oversight of the professional claims review nurse team (nurses/coders), who work with the claims department to assist in making medical necessity determinations of submitted claims. Job Requirements: Five years of progressive prior-authorization experience or related experience in a medical group, IPA or management company required, with prior authorization experience recommended. Prior experience with project development and implementation, and have excellent organizational, interpersonal and analytical skills. Experience supervising staff and monitoring productivity/performance
04/25/2026
Full time
Job Description: Understand, promote and manage with the principles of medical management to facilitate the right care at the right time in the right setting. In collaboration with the Medical Director, identifies the need for and participates in the development and implementation of Utilization Management policies and procedures and to promote cost-effectiveness and improved quality. Oversee compliance with all health plan, state and federal regulatory requirements (e.g., DMHC, Medicaid, CMS Medicare Part C & D, NCQA where applicable) with respect to prior authorization services, such as turnaround times and appropriate documentation. Understand CMS and ICE UM processes/policies/procedures, especially with respect to ICE and CMS denial language and timeliness criteria, with respect to prior authorization services. Provide direct supervisory oversight to prior authorization review nurses, professional claims review nurses, UM coordinators and UM compliance staff, including, but not limited to daily work assignments, special project assignments, assistance with performance reviews and disciplinary actions as needed/required. Communicate effectively and functions as liaison between nurse and physician reviewers, medical directors, coordinators, PCP and specialist providers, and health plans daily or as indicated regarding any UM or referral authorization issues, as well as care coordination issues. Oversight of the professional claims review nurse team (nurses/coders), who work with the claims department to assist in making medical necessity determinations of submitted claims. Job Requirements: Five years of progressive prior-authorization experience or related experience in a medical group, IPA or management company required, with prior authorization experience recommended. Prior experience with project development and implementation, and have excellent organizational, interpersonal and analytical skills. Experience supervising staff and monitoring productivity/performance
DentalScan is building a teledentistry platform that connects patients in long-term care facilities with licensed dentists for virtual consultations. We are currently expanding from a direct-to-consumer, out-of-pocket model into an insurance-based model, with a focus on Medicare Advantage and PPO plans. Our goal is to build a scalable system where: Patient Platform Dentist Insurance Claim Payment We are looking for someone with strong experience in dental billing, credentialing, and revenue cycle management to help lead and build out this side of the business. What You'll Work On Structuring the billing flow between platform, dentist, and insurance Advising on using pre-credentialed dentists vs credentialing a new entity Defining claim workflows (CDT coding, submission, payment flow) Supporting integration with clearinghouses and billing platforms such as DentalXChange or Change Healthcare Identifying risks related to denials, reimbursement, and compliance Guiding credentialing strategy across Medicare Advantage and commercial insurers Helping design systems that can scale across multiple states Ideal Background Experience in dental billing or revenue cycle management (RCM) Hands-on experience with insurance claims (Medicare Advantage, PPOs, Delta Dental, etc.) Experience with provider credentialing and payer enrollment Familiarity with clearinghouses and billing systems Background in DSOs, dental groups, or multi-provider environments is a strong plus Experience with multi-state operations or scaling provider networks is a plus Role Structure Posted as a full-time role, open to candidates who can take ownership of this function Initial scope may include advisory and buildout, transitioning into full operational leadership Opportunity for significant ownership and long-term involvement as this system scales About the Opportunity This is not a theoretical build. We currently have: A working software platform An active network of licensed dentists Access to patient flow through facility partnerships The focus now is building the insurance and billing infrastructure to transition from out-of-pocket payments to insurance-based revenue. How to Apply Please include: A brief overview of your experience in dental billing, credentialing, or RCM Examples of systems, workflows, or organizations you've worked with Any experience with multi-provider or multi-location setups
04/25/2026
Full time
DentalScan is building a teledentistry platform that connects patients in long-term care facilities with licensed dentists for virtual consultations. We are currently expanding from a direct-to-consumer, out-of-pocket model into an insurance-based model, with a focus on Medicare Advantage and PPO plans. Our goal is to build a scalable system where: Patient Platform Dentist Insurance Claim Payment We are looking for someone with strong experience in dental billing, credentialing, and revenue cycle management to help lead and build out this side of the business. What You'll Work On Structuring the billing flow between platform, dentist, and insurance Advising on using pre-credentialed dentists vs credentialing a new entity Defining claim workflows (CDT coding, submission, payment flow) Supporting integration with clearinghouses and billing platforms such as DentalXChange or Change Healthcare Identifying risks related to denials, reimbursement, and compliance Guiding credentialing strategy across Medicare Advantage and commercial insurers Helping design systems that can scale across multiple states Ideal Background Experience in dental billing or revenue cycle management (RCM) Hands-on experience with insurance claims (Medicare Advantage, PPOs, Delta Dental, etc.) Experience with provider credentialing and payer enrollment Familiarity with clearinghouses and billing systems Background in DSOs, dental groups, or multi-provider environments is a strong plus Experience with multi-state operations or scaling provider networks is a plus Role Structure Posted as a full-time role, open to candidates who can take ownership of this function Initial scope may include advisory and buildout, transitioning into full operational leadership Opportunity for significant ownership and long-term involvement as this system scales About the Opportunity This is not a theoretical build. We currently have: A working software platform An active network of licensed dentists Access to patient flow through facility partnerships The focus now is building the insurance and billing infrastructure to transition from out-of-pocket payments to insurance-based revenue. How to Apply Please include: A brief overview of your experience in dental billing, credentialing, or RCM Examples of systems, workflows, or organizations you've worked with Any experience with multi-provider or multi-location setups
Judd Greenberg - State Farm Agent
Philadelphia, Pennsylvania
Job DescriptionJob DescriptionBenefits: 401(k) Bonus based on performance Competitive salary Health insurance Opportunity for advancement Paid time off Training & development Acquisitions Specialist Sales Dominant Judd Greenberg State Farm 1546 South Street Philadelphia, PA 19146 Full-Time In-Office Prospect. Close. Grow Your Income. Judd Greenberg State Farm is seeking a highly motivated, sales-dominant Acquisitions Specialist who thrives in a results-driven environment. This role is designed for a professional who enjoys outbound activity, building a strong pipeline, and converting opportunities into closed business. If you are competitive, goal-oriented, and motivated by performance-based income, this is an opportunity to grow your career within a high-performing agency. Licensing Requirement (Job Contingent) This position is contingent upon obtaining required insurance licenses. Property & Casualty license must be obtained prior to your Day 1 start (full support provided) Life & Health license must be obtained within 60 days of your start date We provide guidance, resources, and support to help you successfully complete the licensing process Role Overview As an Acquisitions Specialist, your primary responsibility is driving new business and building a strong pipeline of prospects. You will engage with prospective customers, conduct needs-based conversations, and close sales. Success in this role is measured by activity, pipeline management, and production results. Key Responsibilities Generate new business through outbound calls, referrals, and community outreach Build and manage a consistent pipeline of prospective customers Conduct consultative, needs-based sales conversations Quote, present, and close auto, home, renters, and life insurance policies Follow up consistently to convert opportunities into bound business Track daily activity and meet or exceed production goals Collaborate with team members to support overall agency growth Maintain compliance with agency standards and applicable regulations Qualifications Sales-driven mindset with a strong desire to meet and exceed goals Strong communication and relationship-building skills Confidence initiating conversations and asking for the business Disciplined follow-up and pipeline management Ability to multitask in a fast-paced environment Detail-oriented with strong organizational skills Prior sales, marketing, or customer-facing experience preferred Ability to meet licensing requirements outlined above What We Offer Competitive base salary plus commission and performance incentives Uncapped earning potential tied to production Full support through the licensing process Ongoing training and professional development A collaborative, high-performance team environment Opportunities for career growth and advancement Equal Opportunity Employer Judd Greenberg State Farm is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees and do not discriminate based on race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, or veteran status. Ready to Build a Career in Sales? If you are driven, competitive, and ready to grow your income through performance, apply today to join Judd Greenberg State Farm.
04/25/2026
Full time
Job DescriptionJob DescriptionBenefits: 401(k) Bonus based on performance Competitive salary Health insurance Opportunity for advancement Paid time off Training & development Acquisitions Specialist Sales Dominant Judd Greenberg State Farm 1546 South Street Philadelphia, PA 19146 Full-Time In-Office Prospect. Close. Grow Your Income. Judd Greenberg State Farm is seeking a highly motivated, sales-dominant Acquisitions Specialist who thrives in a results-driven environment. This role is designed for a professional who enjoys outbound activity, building a strong pipeline, and converting opportunities into closed business. If you are competitive, goal-oriented, and motivated by performance-based income, this is an opportunity to grow your career within a high-performing agency. Licensing Requirement (Job Contingent) This position is contingent upon obtaining required insurance licenses. Property & Casualty license must be obtained prior to your Day 1 start (full support provided) Life & Health license must be obtained within 60 days of your start date We provide guidance, resources, and support to help you successfully complete the licensing process Role Overview As an Acquisitions Specialist, your primary responsibility is driving new business and building a strong pipeline of prospects. You will engage with prospective customers, conduct needs-based conversations, and close sales. Success in this role is measured by activity, pipeline management, and production results. Key Responsibilities Generate new business through outbound calls, referrals, and community outreach Build and manage a consistent pipeline of prospective customers Conduct consultative, needs-based sales conversations Quote, present, and close auto, home, renters, and life insurance policies Follow up consistently to convert opportunities into bound business Track daily activity and meet or exceed production goals Collaborate with team members to support overall agency growth Maintain compliance with agency standards and applicable regulations Qualifications Sales-driven mindset with a strong desire to meet and exceed goals Strong communication and relationship-building skills Confidence initiating conversations and asking for the business Disciplined follow-up and pipeline management Ability to multitask in a fast-paced environment Detail-oriented with strong organizational skills Prior sales, marketing, or customer-facing experience preferred Ability to meet licensing requirements outlined above What We Offer Competitive base salary plus commission and performance incentives Uncapped earning potential tied to production Full support through the licensing process Ongoing training and professional development A collaborative, high-performance team environment Opportunities for career growth and advancement Equal Opportunity Employer Judd Greenberg State Farm is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees and do not discriminate based on race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, or veteran status. Ready to Build a Career in Sales? If you are driven, competitive, and ready to grow your income through performance, apply today to join Judd Greenberg State Farm.
Job DescriptionJob Description Job Title: Business Development & Proposal Management Specialist Industry: Government Contracting / Federal Services Location (city, state): Fairfax, VA Assignment Type: Contract-to-Hire (6-month contract with potential for conversion) Pay: $38-$40/hour (depending on experience) Work Schedule: Monday-Friday, 8:00 AM - 5:00 PM (on-site) Benefits: This position is eligible for medical, dental, vision, and 401(k). About Our Client: Addison Group is working with a growing federal contractor that supports government agencies with technology, engineering, and professional services. The organization is known for its collaborative environment and plays a key role in supporting mission-driven federal programs. Job Description: This role supports federal business development efforts by managing and developing proposal responses for government solicitations. The position requires someone who can interpret requirements, ensure compliance, and produce clear, well-structured proposal content under tight deadlines. The ideal candidate is detail-oriented, highly organized, and experienced in federal proposal processes, including working within fast-paced, deadline-driven environments. Key Responsibilities: Manage and support the full lifecycle of federal proposals, including RFPs, RFQs, and RFIs Analyze solicitation documents and ensure compliance with all proposal requirements Coordinate with internal teams to gather and refine technical and business content Write, edit, and format proposal sections to ensure clarity, consistency, and persuasiveness Track deadlines, manage deliverables, and ensure timely submission of proposals Conduct research using federal procurement and market intelligence tools Assist with capture planning and broader business development initiatives Prepare internal reports and materials for leadership review Qualifications: Bachelor's degree required (Business, Communications, Marketing, or related field preferred) 5-7 years of experience in federal contracting with a focus on proposals and/or business development Strong understanding of federal acquisition processes and FAR regulations Experience managing proposals from start to finish Advanced skills in Microsoft Office, particularly Excel Familiarity with tools such as GovWin, SAM.gov, or similar platforms preferred Excellent written and verbal communication skills Ability to manage multiple priorities in a deadline-driven environment Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.
04/25/2026
Full time
Job DescriptionJob Description Job Title: Business Development & Proposal Management Specialist Industry: Government Contracting / Federal Services Location (city, state): Fairfax, VA Assignment Type: Contract-to-Hire (6-month contract with potential for conversion) Pay: $38-$40/hour (depending on experience) Work Schedule: Monday-Friday, 8:00 AM - 5:00 PM (on-site) Benefits: This position is eligible for medical, dental, vision, and 401(k). About Our Client: Addison Group is working with a growing federal contractor that supports government agencies with technology, engineering, and professional services. The organization is known for its collaborative environment and plays a key role in supporting mission-driven federal programs. Job Description: This role supports federal business development efforts by managing and developing proposal responses for government solicitations. The position requires someone who can interpret requirements, ensure compliance, and produce clear, well-structured proposal content under tight deadlines. The ideal candidate is detail-oriented, highly organized, and experienced in federal proposal processes, including working within fast-paced, deadline-driven environments. Key Responsibilities: Manage and support the full lifecycle of federal proposals, including RFPs, RFQs, and RFIs Analyze solicitation documents and ensure compliance with all proposal requirements Coordinate with internal teams to gather and refine technical and business content Write, edit, and format proposal sections to ensure clarity, consistency, and persuasiveness Track deadlines, manage deliverables, and ensure timely submission of proposals Conduct research using federal procurement and market intelligence tools Assist with capture planning and broader business development initiatives Prepare internal reports and materials for leadership review Qualifications: Bachelor's degree required (Business, Communications, Marketing, or related field preferred) 5-7 years of experience in federal contracting with a focus on proposals and/or business development Strong understanding of federal acquisition processes and FAR regulations Experience managing proposals from start to finish Advanced skills in Microsoft Office, particularly Excel Familiarity with tools such as GovWin, SAM.gov, or similar platforms preferred Excellent written and verbal communication skills Ability to manage multiple priorities in a deadline-driven environment Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.
Job DescriptionJob DescriptionWorld Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World's unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities Identify, prospect, and cultivate new business, with a focus on commercial accounts Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing Track all sales activities in HubSpot and leverage HubSpot to its fullest potential Utilize World's broad platform to bring risk management solutions to individuals and business owners. At World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services. Qualifications Must have proven experience with a range of insurance solutions to bring value to clients Must be willing to become each client's trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services) Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business It is meaningful, but not mandatory, if you have: Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company's training program; Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and Built and presented client "pitch decks" / presentations. Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World's employees and World's work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World's business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department. Powered by JazzHR QmoIkkEg90
04/25/2026
Full time
Job DescriptionJob DescriptionWorld Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World's unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities Identify, prospect, and cultivate new business, with a focus on commercial accounts Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing Track all sales activities in HubSpot and leverage HubSpot to its fullest potential Utilize World's broad platform to bring risk management solutions to individuals and business owners. At World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services. Qualifications Must have proven experience with a range of insurance solutions to bring value to clients Must be willing to become each client's trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services) Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business It is meaningful, but not mandatory, if you have: Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company's training program; Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and Built and presented client "pitch decks" / presentations. Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World's employees and World's work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World's business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department. Powered by JazzHR QmoIkkEg90
Job DescriptionJob Description ATG Recruiting, a division of Hello Logistics Solutions Remote Independent Contractor (1099) ATG Recruiting, a division of Hello Logistics Solutions, focuses on identifying and developing licensed Property & Casualty agents who want to specialize in commercial trucking insurance. If you are a licensed P&C agent looking to move beyond personal lines and build expertise within a high-demand commercial niche, this opportunity is structured to support your long-term growth within the transportation sector. This is a commission-only independent contractor opportunity. About the Opportunity Hello Logistics Solutions specializes exclusively in commercial trucking insurance for owner-operators and small fleets. The transportation industry presents unique underwriting, regulatory, and carrier market dynamics. This role is designed for licensed agents who want to develop specialization in that environment rather than remain in general personal lines production. Licensed agents receive guidance in: Trucking risk evaluation Carrier appetite alignment Compliance and regulatory filings Underwriting navigation Book growth and retention strategy Opportunities for expanded leadership or team development may become available based on production and performance. Compensation This is a 100% commission-based 1099 independent contractor opportunity with uncapped earning potential. Commission earnings are based solely on written premium and policy retention. For illustrative purposes: Production of $150,000 in written premium per month has historically resulted in approximately $5,200 in monthly commission for similarly producing licensed specialists. Production of $200,000 in written premium per month has historically resulted in approximately $7,000 in monthly commission. Individual results vary and earnings are not guaranteed. Independent contractors are responsible for their own taxes, licensing, benefits, and business expenses. Qualifications Active Property & Casualty license required Sales experience preferred Commercial or trucking knowledge preferred but not required Self-directed with strong communication and follow-up discipline ATG Recruiting, a division of Hello Logistics Solutions provides equal opportunity consideration to all qualified licensed candidates. This opportunity is ideal for licensed agents committed to building sustainable, long-term commercial production. Job Posted by ApplicantPro
04/25/2026
Full time
Job DescriptionJob Description ATG Recruiting, a division of Hello Logistics Solutions Remote Independent Contractor (1099) ATG Recruiting, a division of Hello Logistics Solutions, focuses on identifying and developing licensed Property & Casualty agents who want to specialize in commercial trucking insurance. If you are a licensed P&C agent looking to move beyond personal lines and build expertise within a high-demand commercial niche, this opportunity is structured to support your long-term growth within the transportation sector. This is a commission-only independent contractor opportunity. About the Opportunity Hello Logistics Solutions specializes exclusively in commercial trucking insurance for owner-operators and small fleets. The transportation industry presents unique underwriting, regulatory, and carrier market dynamics. This role is designed for licensed agents who want to develop specialization in that environment rather than remain in general personal lines production. Licensed agents receive guidance in: Trucking risk evaluation Carrier appetite alignment Compliance and regulatory filings Underwriting navigation Book growth and retention strategy Opportunities for expanded leadership or team development may become available based on production and performance. Compensation This is a 100% commission-based 1099 independent contractor opportunity with uncapped earning potential. Commission earnings are based solely on written premium and policy retention. For illustrative purposes: Production of $150,000 in written premium per month has historically resulted in approximately $5,200 in monthly commission for similarly producing licensed specialists. Production of $200,000 in written premium per month has historically resulted in approximately $7,000 in monthly commission. Individual results vary and earnings are not guaranteed. Independent contractors are responsible for their own taxes, licensing, benefits, and business expenses. Qualifications Active Property & Casualty license required Sales experience preferred Commercial or trucking knowledge preferred but not required Self-directed with strong communication and follow-up discipline ATG Recruiting, a division of Hello Logistics Solutions provides equal opportunity consideration to all qualified licensed candidates. This opportunity is ideal for licensed agents committed to building sustainable, long-term commercial production. Job Posted by ApplicantPro
Job DescriptionJob Description Role: Senior HR Specialist - Labor/Employee Relations (LER) Location: Washington, DC (On-site) Duration: 12+ Months (Contract) Personnel Qualifications: Demonstrate a broad range of labor and employee relations expertise to be able to consult with the USCP LER manager, team leader and/or HR specialist to initiate work. Advise and assist with addresses varying aspects of LER by providing guidance on the best courses of action available, based on relevant factors and considering the current culture and trends of the organization. A Bachelor's Degree in Business Administration, Labor Relations, Human Resources Management, or a closely related field is required. A minimum of five (5) years of progressively responsible experience in employee relations, labor relations, leave management, workplace flexibilities, worker's compensation and employee benefits. Knowledge in the interpretation and application of FLSA, FMLA, and the ADA.
04/25/2026
Full time
Job DescriptionJob Description Role: Senior HR Specialist - Labor/Employee Relations (LER) Location: Washington, DC (On-site) Duration: 12+ Months (Contract) Personnel Qualifications: Demonstrate a broad range of labor and employee relations expertise to be able to consult with the USCP LER manager, team leader and/or HR specialist to initiate work. Advise and assist with addresses varying aspects of LER by providing guidance on the best courses of action available, based on relevant factors and considering the current culture and trends of the organization. A Bachelor's Degree in Business Administration, Labor Relations, Human Resources Management, or a closely related field is required. A minimum of five (5) years of progressively responsible experience in employee relations, labor relations, leave management, workplace flexibilities, worker's compensation and employee benefits. Knowledge in the interpretation and application of FLSA, FMLA, and the ADA.
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Wealth Advisors work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Grow existing relationships through partnership referrals. Tailor wealth management planning to meet client needs. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials Series 7, 63, 65 (or 66) active and valid. A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Demonstrated track record in new business development and client book management. Proven experience in a team-oriented consumer bank setting. Familiarity with servicing high-net-worth individuals. Comfortable operating in a dynamic, entrepreneurial environment. Bachelor's degree is preferred. Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
04/25/2026
Full time
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Wealth Advisors work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Grow existing relationships through partnership referrals. Tailor wealth management planning to meet client needs. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials Series 7, 63, 65 (or 66) active and valid. A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Demonstrated track record in new business development and client book management. Proven experience in a team-oriented consumer bank setting. Familiarity with servicing high-net-worth individuals. Comfortable operating in a dynamic, entrepreneurial environment. Bachelor's degree is preferred. Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Join Our Team as a Patient Service Specialist! Position Details: - Schedule: Full-time (40 hours) - Shifts: Hours: Mon-Fri, 10 Am-7 Pm with an hour lunch and one four-hour Saturday rotation every three months. - Days: Monday through Friday and Saturday's - Pay- $17.34-$23.96 Position Summary: The Patient Service Specialist provides direct, daily operational front office support in a manner consistent with Guthrie Medical Group's Service Excellence Standards. The Patient Service Specialist will continually demonstrate Patient Centeredness, Teamwork, and Excellence in the daily performance of their duties. This position requires the ability to be self motivated, flexible, punctual, detail oriented, have good time management skills and have excellent communication skills. Education, License & Cert: High School diploma/GED required. Graduation from a Medical Office Assistant school preferred. Experience: Demonstrated customer service commitment in a fast paced environment with a minimum of 1 year experience in a customer service related field preferred. Medical office experience and knowledge of medical terminology preferred. Must be comfortable with computers and learning new applications. Essential Functions: 1. Responsible for greeting every patient in a courteous, professional, and timely manner every Time. 2. Responsible for answering telephones in a friendly and efficient manner in conjunction with Guthrie's Telephone Standards. Screens telephone calls, takes messages and provides information. 3. Responsible for scheduling and maintaining all patient appointments electronically. Verifies patient information at time of scheduling and assigns B# / MRN to new patients. Responsible for editing appointment schedule at the direction of practice management. 4. Registers patient. Reviews, verifies and corrects patient demographic and insurance information along with scanning current insurance cards into the patient's confidential medical record. 5. Verify eligibility for major insurance carriers including but not limited to New York and Pennsylvania Medical Assistance to ensure accurate billing. Complete various types of insurance forms, pre certifications and referrals. 6. Possess the ability to inform, quote, and collect copayments, insurance deductibles, deposits, or unpaid balances at the time of registration as per Guthrie Medical Group, P.C. 's policies and guidelines. 7. Responsible for daily cash out and balancing in accordance with the Patient Cash Control Policy. 8. Performs liaison duties between patients, physicians, hospital staff, organizational departments, etc., keeping the departments fully aware of all necessary information. Keeps patients informed of any delays. 9. Adheres to departmental and organizational policies and attends meetings/huddles as required. 10. Requires the ability to prioritize daily tasks simultaneously in a fast paced, ever changing work environment within a strong team structure. 11. Maintains strict confidentiality related to patient health information in accordance with HIPAA compliance. 12. Assists with and completes other projects or duties as assigned including participating in all quality initiatives established by the organization. Other Duties: 1. Other duties as assigned.
04/25/2026
Full time
Join Our Team as a Patient Service Specialist! Position Details: - Schedule: Full-time (40 hours) - Shifts: Hours: Mon-Fri, 10 Am-7 Pm with an hour lunch and one four-hour Saturday rotation every three months. - Days: Monday through Friday and Saturday's - Pay- $17.34-$23.96 Position Summary: The Patient Service Specialist provides direct, daily operational front office support in a manner consistent with Guthrie Medical Group's Service Excellence Standards. The Patient Service Specialist will continually demonstrate Patient Centeredness, Teamwork, and Excellence in the daily performance of their duties. This position requires the ability to be self motivated, flexible, punctual, detail oriented, have good time management skills and have excellent communication skills. Education, License & Cert: High School diploma/GED required. Graduation from a Medical Office Assistant school preferred. Experience: Demonstrated customer service commitment in a fast paced environment with a minimum of 1 year experience in a customer service related field preferred. Medical office experience and knowledge of medical terminology preferred. Must be comfortable with computers and learning new applications. Essential Functions: 1. Responsible for greeting every patient in a courteous, professional, and timely manner every Time. 2. Responsible for answering telephones in a friendly and efficient manner in conjunction with Guthrie's Telephone Standards. Screens telephone calls, takes messages and provides information. 3. Responsible for scheduling and maintaining all patient appointments electronically. Verifies patient information at time of scheduling and assigns B# / MRN to new patients. Responsible for editing appointment schedule at the direction of practice management. 4. Registers patient. Reviews, verifies and corrects patient demographic and insurance information along with scanning current insurance cards into the patient's confidential medical record. 5. Verify eligibility for major insurance carriers including but not limited to New York and Pennsylvania Medical Assistance to ensure accurate billing. Complete various types of insurance forms, pre certifications and referrals. 6. Possess the ability to inform, quote, and collect copayments, insurance deductibles, deposits, or unpaid balances at the time of registration as per Guthrie Medical Group, P.C. 's policies and guidelines. 7. Responsible for daily cash out and balancing in accordance with the Patient Cash Control Policy. 8. Performs liaison duties between patients, physicians, hospital staff, organizational departments, etc., keeping the departments fully aware of all necessary information. Keeps patients informed of any delays. 9. Adheres to departmental and organizational policies and attends meetings/huddles as required. 10. Requires the ability to prioritize daily tasks simultaneously in a fast paced, ever changing work environment within a strong team structure. 11. Maintains strict confidentiality related to patient health information in accordance with HIPAA compliance. 12. Assists with and completes other projects or duties as assigned including participating in all quality initiatives established by the organization. Other Duties: 1. Other duties as assigned.
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 USAA is seeking one talented Solutions Management Consultants to join the Life Company -Health Solutions Team. As a Solutions Management Consultant, you will serve as the primary sales coach and on the job training coordinator for the Life Co. MSR distribution channels. Works with Product Owners, Process Owners, Experience Owners, and Compliance stakeholders to evaluate products, advice, and solutions to develop and deliver compliant sales strategies through training and sustainment activities designed to increase specialist effectiveness to meet member needs and business goals. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment products and related topics. Identifies opportunities to enhance product and service offerings to members and increase specialist product knowledge. Identifies and coordinates the life-cycle training needs of retirement income solutions, life and health insurance products, investment products and related topics as needed. Evaluates, develops and/or implements educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists. Analyzes business unit sales by product to monitor performance and develops and recommends strategies and best practices to meet goals. Conducts book of business or member analysis to assist specialists in identifying member needs and pipeline management Collaborates with specialists to evaluate and/or present solutions and related advice. Follows defined training routines, effectively reports activity, and manages follow up and sustainment. Develops and maintains written procedures and ensures they are current and compliant with applicable laws, rules, and regulations. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 years of experience with wholesaling, sales training, and coaching, or related financial services experience . Experience working with Medicare Supplement, Medicare Advantage and Prescription Drug Plans . Advanced knowledge of life insurance products to include term, permanent, and health solutions. Knowledge of relevant industry technology applications, such as Salesforce, Conversant, CRM, MetricStream, NICE and other industry related applications. Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around sales and business optimization. Knowledgeable in the applications of Agile processes and procedures. Knowledgeable in the application of risk management framework and regulatory requirements for Life Co. What sets you apart: US military experience through military service or a military spouse/domestic partner Current / Active Life/Health license CFP Designation 10 or more years of experience with Medicare sales training and coaching on financial service products. Previous leadership experience with strong feedback delivery skills Proven track record of coaching others and driving successful behaviors. Working experience with Life, Health and Annuity products and ability to articulate complex concepts. Experience building relationships and working in a matrixed environment. Strong facilitation skills and experience building presentations. Experience utilizing financial planning tools (i.e. Life or Retirement income calculations). Compensation range: The salary range for this position is : $103,450 - $197,730 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
04/25/2026
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 USAA is seeking one talented Solutions Management Consultants to join the Life Company -Health Solutions Team. As a Solutions Management Consultant, you will serve as the primary sales coach and on the job training coordinator for the Life Co. MSR distribution channels. Works with Product Owners, Process Owners, Experience Owners, and Compliance stakeholders to evaluate products, advice, and solutions to develop and deliver compliant sales strategies through training and sustainment activities designed to increase specialist effectiveness to meet member needs and business goals. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment products and related topics. Identifies opportunities to enhance product and service offerings to members and increase specialist product knowledge. Identifies and coordinates the life-cycle training needs of retirement income solutions, life and health insurance products, investment products and related topics as needed. Evaluates, develops and/or implements educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists. Analyzes business unit sales by product to monitor performance and develops and recommends strategies and best practices to meet goals. Conducts book of business or member analysis to assist specialists in identifying member needs and pipeline management Collaborates with specialists to evaluate and/or present solutions and related advice. Follows defined training routines, effectively reports activity, and manages follow up and sustainment. Develops and maintains written procedures and ensures they are current and compliant with applicable laws, rules, and regulations. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 years of experience with wholesaling, sales training, and coaching, or related financial services experience . Experience working with Medicare Supplement, Medicare Advantage and Prescription Drug Plans . Advanced knowledge of life insurance products to include term, permanent, and health solutions. Knowledge of relevant industry technology applications, such as Salesforce, Conversant, CRM, MetricStream, NICE and other industry related applications. Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around sales and business optimization. Knowledgeable in the applications of Agile processes and procedures. Knowledgeable in the application of risk management framework and regulatory requirements for Life Co. What sets you apart: US military experience through military service or a military spouse/domestic partner Current / Active Life/Health license CFP Designation 10 or more years of experience with Medicare sales training and coaching on financial service products. Previous leadership experience with strong feedback delivery skills Proven track record of coaching others and driving successful behaviors. Working experience with Life, Health and Annuity products and ability to articulate complex concepts. Experience building relationships and working in a matrixed environment. Strong facilitation skills and experience building presentations. Experience utilizing financial planning tools (i.e. Life or Retirement income calculations). Compensation range: The salary range for this position is : $103,450 - $197,730 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
Job DescriptionJob DescriptionPayroll Analyst (Workday) Washington, DC Fulltime Onsite Description: • Deep technical knowledge of Workday Payroll, Workday Time Tracking, Workday Absence • Collect, compile, and enter payroll data using Workday software and ensure information is processed accurately and timely. • Process U.S. payrolls by established deadlines. • Resolve payroll discrepancies and errors by investigating, collecting, and analyzing information. • Upload Garnishments received daily to vendor. • Reconcile Quarterly tax filings. • Assist payroll team with new state registrations for State Income tax and Unemployment. • Assist payroll team in resolution for Federal and State Tax notices. • Perform Year-end Processing (W-2, W-2c processing). • Ensure compliance with federal, state, and local regulations and guidelines. • Recommend new processes to improve performance and efficiency within the payroll function. • Maintain employee confidence and protec
04/25/2026
Full time
Job DescriptionJob DescriptionPayroll Analyst (Workday) Washington, DC Fulltime Onsite Description: • Deep technical knowledge of Workday Payroll, Workday Time Tracking, Workday Absence • Collect, compile, and enter payroll data using Workday software and ensure information is processed accurately and timely. • Process U.S. payrolls by established deadlines. • Resolve payroll discrepancies and errors by investigating, collecting, and analyzing information. • Upload Garnishments received daily to vendor. • Reconcile Quarterly tax filings. • Assist payroll team with new state registrations for State Income tax and Unemployment. • Assist payroll team in resolution for Federal and State Tax notices. • Perform Year-end Processing (W-2, W-2c processing). • Ensure compliance with federal, state, and local regulations and guidelines. • Recommend new processes to improve performance and efficiency within the payroll function. • Maintain employee confidence and protec
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Wealth Advisors work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Grow existing relationships through partnership referrals. Tailor wealth management planning to meet client needs. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials Series 7, 63, 65 (or 66) active and valid. A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Demonstrated track record in new business development and client book management. Proven experience in a team-oriented consumer bank setting. Familiarity with servicing high-net-worth individuals. Comfortable operating in a dynamic, entrepreneurial environment. Bachelor's degree is preferred. Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
04/25/2026
Full time
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Wealth Advisors work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Grow existing relationships through partnership referrals. Tailor wealth management planning to meet client needs. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials Series 7, 63, 65 (or 66) active and valid. A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Demonstrated track record in new business development and client book management. Proven experience in a team-oriented consumer bank setting. Familiarity with servicing high-net-worth individuals. Comfortable operating in a dynamic, entrepreneurial environment. Bachelor's degree is preferred. Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Job DescriptionJob Description We have partnered with a growing and well-regarded law firm in Northern Virginia that is actively seeking an Associate Attorney to join its expanding litigation team. The firm focuses primarily on Criminal Defence, DWI defence, traffic matters, landlord-tenant disputes & personal injury cases, serving clients across Northern Virginia. The practice is known for its client-centred approach, ensuring clients feel supported and informed throughout the legal process. This role offers a strong opportunity for an attorney who enjoys courtroom advocacy and is looking to expand their experience while working closely with experienced litigators. The position includes a competitive compensation structure with uncapped bonus potential, rewarding performance and case outcomes. Key Responsibilities Represent clients in Criminal & Traffic matters, including infractions, misdemeanours, and felonies from initial consultation through trial and appeal where necessary. Prepare cases by reviewing discovery, conducting legal research, and developing defence strategies. Draft legal documents including motions, pleadings, and legal briefs. Negotiate plea agreements and settlements with prosecutors when appropriate. Investigate case facts through witness interviews, evidence review, and collaboration with investigators. Maintain organised case files and ensure compliance with legal procedures. Assist with additional matters including landlord-tenant disputes and personal injury cases as needed. Stay current on developments in criminal law, statutes, and relevant case law. Qualifications Licensed to practise law in the Commonwealth of Virginia. 2+ years of legal experience, ideally in criminal defence, DWI, or traffic matters. Comfortable appearing in courtroom settings, including arguing motions and representing clients during hearings and trials. Strong legal research and drafting abilities. Experience using legal research tools such as Westlaw or LexisNexis. Excellent negotiation and communication skills. Ideal Candidate Experience handling criminal or traffic defence cases Confident in court appearances and client advocacy Strong organisational and case management skills Interested in expanding practice exposure into landlord-tenant and personal injury matters Compensation & Benefits Salary: $65,000 - $125,000 annually Uncapped bonus structure based on performance Paid time off Professional development support Company DescriptionW3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more. We're proud of the investments we've made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies. Our Services W3Global understands the natural ups and downs of an organization's staffing needs. We are continuously adapting to industry and economic changes to find the right candidates. We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding. We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software. Our Expertise W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company's unique needs. As a W3Global client, you'll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.Company DescriptionW3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more. We're proud of the investments we've made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies. Our Services W3Global understands the natural ups and downs of an organization's staffing needs. We are continuously adapting to industry and economic changes to find the right candidates. We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding. We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software. Our Expertise W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company's unique needs. As a W3Global client, you'll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.
04/25/2026
Full time
Job DescriptionJob Description We have partnered with a growing and well-regarded law firm in Northern Virginia that is actively seeking an Associate Attorney to join its expanding litigation team. The firm focuses primarily on Criminal Defence, DWI defence, traffic matters, landlord-tenant disputes & personal injury cases, serving clients across Northern Virginia. The practice is known for its client-centred approach, ensuring clients feel supported and informed throughout the legal process. This role offers a strong opportunity for an attorney who enjoys courtroom advocacy and is looking to expand their experience while working closely with experienced litigators. The position includes a competitive compensation structure with uncapped bonus potential, rewarding performance and case outcomes. Key Responsibilities Represent clients in Criminal & Traffic matters, including infractions, misdemeanours, and felonies from initial consultation through trial and appeal where necessary. Prepare cases by reviewing discovery, conducting legal research, and developing defence strategies. Draft legal documents including motions, pleadings, and legal briefs. Negotiate plea agreements and settlements with prosecutors when appropriate. Investigate case facts through witness interviews, evidence review, and collaboration with investigators. Maintain organised case files and ensure compliance with legal procedures. Assist with additional matters including landlord-tenant disputes and personal injury cases as needed. Stay current on developments in criminal law, statutes, and relevant case law. Qualifications Licensed to practise law in the Commonwealth of Virginia. 2+ years of legal experience, ideally in criminal defence, DWI, or traffic matters. Comfortable appearing in courtroom settings, including arguing motions and representing clients during hearings and trials. Strong legal research and drafting abilities. Experience using legal research tools such as Westlaw or LexisNexis. Excellent negotiation and communication skills. Ideal Candidate Experience handling criminal or traffic defence cases Confident in court appearances and client advocacy Strong organisational and case management skills Interested in expanding practice exposure into landlord-tenant and personal injury matters Compensation & Benefits Salary: $65,000 - $125,000 annually Uncapped bonus structure based on performance Paid time off Professional development support Company DescriptionW3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more. We're proud of the investments we've made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies. Our Services W3Global understands the natural ups and downs of an organization's staffing needs. We are continuously adapting to industry and economic changes to find the right candidates. We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding. We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software. Our Expertise W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company's unique needs. As a W3Global client, you'll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.Company DescriptionW3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more. We're proud of the investments we've made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies. Our Services W3Global understands the natural ups and downs of an organization's staffing needs. We are continuously adapting to industry and economic changes to find the right candidates. We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding. We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software. Our Expertise W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company's unique needs. As a W3Global client, you'll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.
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 USAA is seeking one talented Solutions Management Consultants to join the Life Company -Health Solutions Team. As a Solutions Management Consultant, you will serve as the primary sales coach and on the job training coordinator for the Life Co. MSR distribution channels. Works with Product Owners, Process Owners, Experience Owners, and Compliance stakeholders to evaluate products, advice, and solutions to develop and deliver compliant sales strategies through training and sustainment activities designed to increase specialist effectiveness to meet member needs and business goals. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment products and related topics. Identifies opportunities to enhance product and service offerings to members and increase specialist product knowledge. Identifies and coordinates the life-cycle training needs of retirement income solutions, life and health insurance products, investment products and related topics as needed. Evaluates, develops and/or implements educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists. Analyzes business unit sales by product to monitor performance and develops and recommends strategies and best practices to meet goals. Conducts book of business or member analysis to assist specialists in identifying member needs and pipeline management Collaborates with specialists to evaluate and/or present solutions and related advice. Follows defined training routines, effectively reports activity, and manages follow up and sustainment. Develops and maintains written procedures and ensures they are current and compliant with applicable laws, rules, and regulations. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 years of experience with wholesaling, sales training, and coaching, or related financial services experience . Experience working with Medicare Supplement, Medicare Advantage and Prescription Drug Plans . Advanced knowledge of life insurance products to include term, permanent, and health solutions. Knowledge of relevant industry technology applications, such as Salesforce, Conversant, CRM, MetricStream, NICE and other industry related applications. Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around sales and business optimization. Knowledgeable in the applications of Agile processes and procedures. Knowledgeable in the application of risk management framework and regulatory requirements for Life Co. What sets you apart: US military experience through military service or a military spouse/domestic partner Current / Active Life/Health license CFP Designation 10 or more years of experience with Medicare sales training and coaching on financial service products. Previous leadership experience with strong feedback delivery skills Proven track record of coaching others and driving successful behaviors. Working experience with Life, Health and Annuity products and ability to articulate complex concepts. Experience building relationships and working in a matrixed environment. Strong facilitation skills and experience building presentations. Experience utilizing financial planning tools (i.e. Life or Retirement income calculations). Compensation range: The salary range for this position is : $103,450 - $197,730 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
04/25/2026
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 USAA is seeking one talented Solutions Management Consultants to join the Life Company -Health Solutions Team. As a Solutions Management Consultant, you will serve as the primary sales coach and on the job training coordinator for the Life Co. MSR distribution channels. Works with Product Owners, Process Owners, Experience Owners, and Compliance stakeholders to evaluate products, advice, and solutions to develop and deliver compliant sales strategies through training and sustainment activities designed to increase specialist effectiveness to meet member needs and business goals. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment products and related topics. Identifies opportunities to enhance product and service offerings to members and increase specialist product knowledge. Identifies and coordinates the life-cycle training needs of retirement income solutions, life and health insurance products, investment products and related topics as needed. Evaluates, develops and/or implements educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists. Analyzes business unit sales by product to monitor performance and develops and recommends strategies and best practices to meet goals. Conducts book of business or member analysis to assist specialists in identifying member needs and pipeline management Collaborates with specialists to evaluate and/or present solutions and related advice. Follows defined training routines, effectively reports activity, and manages follow up and sustainment. Develops and maintains written procedures and ensures they are current and compliant with applicable laws, rules, and regulations. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 years of experience with wholesaling, sales training, and coaching, or related financial services experience . Experience working with Medicare Supplement, Medicare Advantage and Prescription Drug Plans . Advanced knowledge of life insurance products to include term, permanent, and health solutions. Knowledge of relevant industry technology applications, such as Salesforce, Conversant, CRM, MetricStream, NICE and other industry related applications. Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around sales and business optimization. Knowledgeable in the applications of Agile processes and procedures. Knowledgeable in the application of risk management framework and regulatory requirements for Life Co. What sets you apart: US military experience through military service or a military spouse/domestic partner Current / Active Life/Health license CFP Designation 10 or more years of experience with Medicare sales training and coaching on financial service products. Previous leadership experience with strong feedback delivery skills Proven track record of coaching others and driving successful behaviors. Working experience with Life, Health and Annuity products and ability to articulate complex concepts. Experience building relationships and working in a matrixed environment. Strong facilitation skills and experience building presentations. Experience utilizing financial planning tools (i.e. Life or Retirement income calculations). Compensation range: The salary range for this position is : $103,450 - $197,730 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). 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.
Job DescriptionJob Description SUMMARY Havtech is looking for a talented Accounts Receivable Specialist to add to our growing Accounting Department. The Accounts Receivable Specialist contacts customers to collect on open balances, resolves billing disputes, builds and maintains positive relationships with all customers to facilitate future business, and provides exceptional customer service to all internal and external customers. The ideal candidate is experienced in commercial collections (B2B), has excellent customer service and communication skills, and has experience with both high volume and intricacy of large, complex businesses. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES include the following. Other functions may be assigned. Initiate outbound collection calls and emails to customers to facilitate payment of overdue amounts. Maintain and improve customer relationships to gain customer satisfaction, timely payments, and future sales. Communicate effectively with internal and external customers by phone and email to investigate complaints, confirm the accuracy of invoices, and correct errors on accounts. Research and resolve payment discrepancies and account adjustments using problem-solving and follow-up skills. Recommend and escalate delinquent accounts for Credit Hold, outside collections, litigation, or bad debt as appropriate. Document notes and files thoroughly and accurately, following company policies and team expectations. Strive to meet all individual, team, and company goals and deadlines. Provide support and coverage to the other members of the Accounts Receivable Team. Engage in continued learning and development about other areas of business, and serve as backup support for various functions. Attend team meetings, perform special projects, and execute other duties as assigned. REPORTS TO Accounts Receivable Manager SUPERVISORY RESPONSIBILITIES This position has no supervisory responsibilities. QUALIFICATIONS Associate's degree in Accounting, Finance, or Business or 2-3 years of relevant and transferrable experience required. Utilize good judgement, critical thinking, and problem-solving skills to follow through on assigned duties. Demonstrate accountability and proactively manage workload to meet deadlines in a dynamic work environment. The ability to complete a task while demonstrating a thorough concern for all the areas involved, no matter how small. Desire to be a part of and support a proven accounting team while having the ability to work independently to deliver exceptional customer service. Excellent written and verbal communication and collaboration skills are required. Ability to learn new software and systems quickly. Proficient in MS Office. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is frequently required to stand and walk. The employee must regularly lift and/or move up to 10 pounds and frequently lift and/or move up to 25 pounds. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet. DECLARATION Human Resources retains the sole right and discretion to make changes to this job description. Any employee making changes unauthorized by the President or Human Resources will be subject to disciplinary action up to and including termination.
04/25/2026
Full time
Job DescriptionJob Description SUMMARY Havtech is looking for a talented Accounts Receivable Specialist to add to our growing Accounting Department. The Accounts Receivable Specialist contacts customers to collect on open balances, resolves billing disputes, builds and maintains positive relationships with all customers to facilitate future business, and provides exceptional customer service to all internal and external customers. The ideal candidate is experienced in commercial collections (B2B), has excellent customer service and communication skills, and has experience with both high volume and intricacy of large, complex businesses. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES include the following. Other functions may be assigned. Initiate outbound collection calls and emails to customers to facilitate payment of overdue amounts. Maintain and improve customer relationships to gain customer satisfaction, timely payments, and future sales. Communicate effectively with internal and external customers by phone and email to investigate complaints, confirm the accuracy of invoices, and correct errors on accounts. Research and resolve payment discrepancies and account adjustments using problem-solving and follow-up skills. Recommend and escalate delinquent accounts for Credit Hold, outside collections, litigation, or bad debt as appropriate. Document notes and files thoroughly and accurately, following company policies and team expectations. Strive to meet all individual, team, and company goals and deadlines. Provide support and coverage to the other members of the Accounts Receivable Team. Engage in continued learning and development about other areas of business, and serve as backup support for various functions. Attend team meetings, perform special projects, and execute other duties as assigned. REPORTS TO Accounts Receivable Manager SUPERVISORY RESPONSIBILITIES This position has no supervisory responsibilities. QUALIFICATIONS Associate's degree in Accounting, Finance, or Business or 2-3 years of relevant and transferrable experience required. Utilize good judgement, critical thinking, and problem-solving skills to follow through on assigned duties. Demonstrate accountability and proactively manage workload to meet deadlines in a dynamic work environment. The ability to complete a task while demonstrating a thorough concern for all the areas involved, no matter how small. Desire to be a part of and support a proven accounting team while having the ability to work independently to deliver exceptional customer service. Excellent written and verbal communication and collaboration skills are required. Ability to learn new software and systems quickly. Proficient in MS Office. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is frequently required to stand and walk. The employee must regularly lift and/or move up to 10 pounds and frequently lift and/or move up to 25 pounds. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet. DECLARATION Human Resources retains the sole right and discretion to make changes to this job description. Any employee making changes unauthorized by the President or Human Resources will be subject to disciplinary action up to and including termination.
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Wealth Advisors work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Grow existing relationships through partnership referrals. Tailor wealth management planning to meet client needs. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials Series 7, 63, 65 (or 66) active and valid. A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Demonstrated track record in new business development and client book management. Proven experience in a team-oriented consumer bank setting. Familiarity with servicing high-net-worth individuals. Comfortable operating in a dynamic, entrepreneurial environment. Bachelor's degree is preferred. Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
04/25/2026
Full time
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Wealth Advisors work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Grow existing relationships through partnership referrals. Tailor wealth management planning to meet client needs. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials Series 7, 63, 65 (or 66) active and valid. A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Demonstrated track record in new business development and client book management. Proven experience in a team-oriented consumer bank setting. Familiarity with servicing high-net-worth individuals. Comfortable operating in a dynamic, entrepreneurial environment. Bachelor's degree is preferred. Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
