17 Admin-Clerical jobs

Growing modern Benefit Funds Office seeking ambitious college graduate with Business Administration, preferably accounting concentration, bachelor's degree. Our mission is to provide the members and their families with the best possible benefits during their active career and throughout retirement. As a front line leader and employee, your job responsibilities will include:·         Communicating the Benefits of the Plan to the Participants and Providers.       Respond to customer inquiries on a timely basis.       Data entry.       Daily / weekly reporting.      Prepare special reports as required.Why should you apply?        We offer one of the most comprehensive benefit packages available. Employer paid Health Care Employer paid Retirement Plan·         We also offer paid vacation and time off.    On the job training.   Great location. Job Requirements Include:      Excellent communications skills, both written and verbal.        Strong attention to detail·         Excellent customer service focus.      Maintain a professional appearance.      Comfortable using a computer for various tasks.       Effective time management skills.       Proficient in Word, Excel, and Outlook.       Excellent problem solving and resolution skills.       Ability to Multi-task.        Dynamic team player.

The TemPositions Group of Companies, Inc., a dynamic 56-year old staffing firm, has an incredible opportunity for a Recruiter in their midtown location.    This position is recruiting for Administrative, Accounting/Finance, HR, Nonprofit, Legal and Healthcare positions.   Founded in 1962, The TemPositions Group of Companies, Inc. is a privately owned full-service staffing firm offering temporary, contract temp-to-hire and direct hire services. The person in this role will: Manage the full life cycle of recruitment and connect with a high volume of prospective candidates, prescreen candidates and set them up for interviews. Have a great social media presence in order to connect with potential candidates. Understand the recruitment process and how to match candidates with position and companies. Ability to handle high volume calls and meet daily and weekly quotas Build strong referral and partnership networks by creating relationships with potential future candidates to ensure organization as qualified applicants  Requirements: 1-2 years candidate development experience working as a full life cycle recruiter Bachelor’s Degree in Human Resources or related field. Experience recruiting for administrative positions Able to work projects to completion and flexible in regards to schedule (there may be late nights and weekends) Capacity to manage multiple projects simultaneously and prioritize according to needs Ability to work independently as well as all levels of staff.  Demonstrated proficiency in sourcing/marketing techniques to include: lead generation, internet data mining, cold calling, Boolean search techniques Must be self-motivated and ability to work with diverse personalities in a dynamic and demanding environment.  Proficient in Microsoft Suite (Word, Excel and Outlook) Excellent verbal, communication and writing skills Knowledge in various employment laws Extremely polished and professional.  

Job Description and Responsibilities :  This position provides general financial and analytical support to project locations by coordinating and maintaining day-to-day operational requirements for projects. This position is responsible for interacting and maintaining the customer database to ensure billing accuracy.   Primary Responsibilities: Plan and coordinate project scheduling, budgeting Perform various administrative duties (faxing/scanning/copying/filing) Monitor progress and update data trackers for projects; reports progress to Project Manager Manage the process of material requisitions and purchase orders Responsible for the creation and close out of projects in Company and customer databases Process CMRs (Change Management Records) as directed by Project Manager Support the Project Staff as needed Ad hoc reporting Data Entry Prepare expense reports Tracks project budgets and prepare periodic project profit/loss projections Other duties as assigned Requirements :  Education: Bachelor’s degree (BS) from 4-year College or university; or one to two years related experience and/or training; or equivalent combination of education and experience.   Experience: 1 to 3 years of related experience and/or training; or equivalent combination of education and experience Basic understanding of profit/loss and estimates vs. actuals   Technical Skills: Microsoft Office proficiency (Outlook, Excel, Word, PowerPoint) Working knowledge of Pivot Tables, V-lookup, and basic financial functions within Excel Heavy data base entry and word processing daily in Microsoft Excel,  Outlook and Adobe     Soft Skills: Highly organized and detail orientated Excellent data entry and scheduling skills Ability to multi-task and work in a fast paced environment under tight deadlines Time management skills; deadline adherence is mandatory   Physical Requirements: Must be able to pass pre-employment screening that includes background and drug testing Sitting at a desk for 6-8 hours a day Working on a computer for 6-8 hours a day May be required to work long and unpredictable hours   EOE

Job Description and Responsibilities :  The Risk Coordinator will be responsible for accurately tracking all background and drug screening checks through the use of daily updates to the field offices that have requested the checks. The Risk Coordinator will also be responsible for creating ID Badges for QualTek and all QualTek companies. Primary Responsibilities: Provide administrative support to the Director of Risk & Safety and Risk and Safety Team Schedule all backgrounds and drug screenings and determine use of appropriate vendor Update the tracker daily with results and communicate updated results daily Design and implement company ID badges for each employee specific to the customer those employees work for Maintain compliance of 800+ subcontract companies that have applied, been approved, and who are no longer an approved vendor of the entire organization Verify subcontractor insurance information daily via the tracker; call and/or e-mail subcontractors, the field, or broker to request updated information as needed Initiate claims with the Company insurance carrier through the utilization of accident reports on an as needed basis Responsible for research of external and internal claims as needed for review with legal, insurance companies, and claims adjusters Reconcile invoices by location for the finance department Provides back-up reception phone coverage when needed Complete ad hoc reporting as required All other duties as required Requirements :  Education : Associate’s degree; or one to two years related experience and/or training; or equivalent combination of education and experience   Experience: Minimum of 1 year administrative experience required 1-2 years experience handling insurance claims preferred Working Knowledge claims management platforms   Technical Skills: Microsoft Office proficiency (Outlook, Excel, Word, PowerPoint) Must be able to document and present work in a clear and concise manner Knowledge of Background Screening Platforms and/or Vendors preferred, but not required   Soft Skills: Highly organized and detail orientated Ability to multi-task and work in a fast paced environment under tight deadlines Time management skills; deadline adherence is mandatory The ability to maintain a high level of confidentiality   Physical Requirements: Must be able to pass pre-employment screening that includes background and drug testing Sitting at a desk for 6-8 hours a day Working on a computer for 6-8 hours a day   EOE

QualTek is a turnkey provider in the telecommunications industry. QualTek is the company of choice for providing technical labor, project management and support services to the wireless, wireline and satellite industries. QualTek also provides additional services to state and local municipalities within their service regions. We deploy a workforce of over 2,500 technicians throughout 70 field offices. QualTek is the parent company to subsidiaries: NX Utilities (US & Canada), Empire Telecom, QualSat, ACI, Premier CC, Recovery Logistics, & SiteSafe. Please apply at http://www.jobs.net/j/JkSHasca OR Send resumes to careers@qualtekservices.com and reference job posting ID 004290/1 in the subject line. Job Description and Responsibilities :  Summary Operates multi-line telephone system to answer incoming calls; directs callers to appropriate personnel by performing a wide range of duties; completes a variety of administrative duties. Essential Duties and Responsibilities include the following. Other duties may be assigned. • Welcomes visitors by greeting them, in person or on the telephone; answering or referring inquiries to appropriate personnel • Directs visitors by maintaining employee and department directories • Maintains security by following procedures; monitoring logbook; issuing visitors badges • Retrieves messages from voice mail and forwards to appropriate personnel • Takes and delivers messages or transfers calls to voice mail when appropriate personnel are unavailable • Answers questions about organization and provides callers with address, directions, and other information • Receives, sorts, and routes mail, and maintains and routes publications • Maintains fax machines, assists users, sends faxes, and retrieves and routes incoming faxes • Orders, receives, and maintains office supplies • Maintains safe and clean reception area by complying with procedures, rules and regulations • Prepares and prints shipping labels weekly and organizes weekly packages to be sent to all site locations • Performs other clerical duties as needed, such as filing, photocopying, and collating • Assists each department as needed  • Set up UPS users in all the sites, handles all UPS issues Requirements :  Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Minimum of two years of work-related skills in relevant field • Knowledge of computers and MS Office • Must possess strong spelling, punctuation, grammar, written, verbal and interpersonal communication skills • Professional appearance  • Must be detail-oriented and possess strong organizational skills • Consistently arrives to work on time; Ensures responsibilities are covered when absent. • Knowledge of customer service principles and practices • Knowledge of administrative and clerical procedures • Ability to work independently on assigned tasks as well as to accept direction on given assignments • Ability to multi-task and work in a fast paced environment  • Candidates must be able to pass pre-employment testing (MVR, drug and background) Education and/or Experience One year certificate from college or technical school; or three to six months related experience and/or training; or equivalent combination of education and experience. Language Skills Reads and comprehends simple instructions, short correspondence, and memos; Writes simple correspondence. Mathematical Skills Adds, subtracts, multiplies, and divides in all units of measure using whole numbers, common fractions, and decimals. Reasoning Ability Applies common sense understanding to carry out detailed, but uninvolved, written or oral instructions; Deals with problems involving a few concrete variables in standardized situations.

Job Description and Responsibilities :  The paralegal assists the legal department in all stages of corporate transactions and with the preparation of documents necessary to comply with federal, state and local regulations in the conduct of business activities.   Essential Duties and Responsibilities   include the following. Other duties may be assigned.  Work with legal department to prepare all documents required to form corporations, partnerships and limited liability companies in any state. Provide lawyers with assistance in the preparation for and closing of various corporate transactions, including mergers and acquisitions and initial public offerings. Assist legal department in the preparation of documentation for amendments, withdrawals, mergers and dissolutions of corporations, partnerships and/or limited liability companies. Create and maintain corporate minute books. Gather litigation and billing information to prepare draft responses to auditors' requests for information. Assist with the completion and filing of SS-4 Forms with the Internal Revenue Service for the purpose of obtaining Employee Identification Numbers (EINs) for corporations, partnerships and/or limited liability companies. Review and negotiate non-disclosure agreements in connection with the review of investment opportunities Act as point of contact for company’s accountants and valuation professionals to obtain transaction information and legal documents Assist internal clients with research and data gathering assignments in support of client and prospect presentations Act as law librarian, keeping and monitoring legal volumes and ensuring legal volumes are up-to-date. File correspondence and legal documents in office filing system. Ensure proper indexing and filing of original legal documents. Requirements :  To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.   Strong communication, listening and negotiation skills Must have at least 1-2 years of professional work experience in a legal environment, such as the corporate department of a reputable law firm or in-house legal group of a corporation Must be able to simultaneously manage many assignments and quickly shift focus from one project to another as circumstances dictate Must be extremely detail-oriented and organized Must have very strong attention to detail and the ability to meet deadlines in a fast-paced environment Proficient in MS office applications (Word, Excel and PowerPoint) Ability to interface effectively with clients, peers and third parties   Education and/or Experience:            BA/BS required; Paralegal certification not required but preferred  EOE 

Customer Service Representative CLAIM YOUR FUTURE AS A GREAT PERFORMER! Training will be provided during the first 4 weeks of employment. This is an excellent opportunity to break into a career within the insurance claims industry. Training Schedule: Monday - Friday from 8:30 AM to 5:00 PM EST   Work Schedule Available: (after training) Monday - Friday from 11:30 AM to 8:00 PM EST   PRIMARY PURPOSE : To provide excellent service to callers regarding claims for multiple lines of business; to expedite the claims application process and provide detailed claim notes on all calls; to resolve issues with one call/one person response; and to direct calls to appropriate escalation path as needed. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Acts as primary liaison with callers; follows client specifications in assisting with questions and solving problems related to the claims application and servicing processes. Educates and informs the customer multiple communication channels about documentation required to process a claim, required time frames, payment information, and claim status. Educates claimants/callers on client requirements and benefit plans documenting all required details of the call in a concise professional manner. Enters verbal and written application information that meets both the internal and external customer's requirements accurately into the claims management system. Assigns new claims to the appropriate claims handler. Directs customer calls to the appropriate contact at multiple locations or escalates to Service Center Specialist/management as needed. ADDITIONAL FUNCTIONS and RESPONSIBILITIES Performs other duties as assigned. Supports the organization's quality program(s). QUALIFICATIONS Education & Licensing High school diploma or GED required. College courses preferred Experience One (1) year customer service experience or equivalent combination of education and experience required. Inbound call center experience preferred. Skills & Knowledge Knowledge of medical terminology Understanding of claims management Excellent oral and written communication skills PC literate, including Microsoft Office products Strong organizational skills Good interpersonal skills Ability to multi task in fast paced environment Ability to support multiple clients across communication channels and utilize multiple systems simultaneously Ability to work in a team environment and/or independently Ability to meet or exceed Performance Competencies WORK ENVIRONMENT When applicable and appropriate, consideration will be given to reasonable accommodations. Mental : Clear and conceptual thinking ability; excellent judgment and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines Physical: Computer keyboarding, travel as required Auditory/Visual: Hearing, vision and talking The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time. Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace

Claims Assistant CLAIM YOUR FUTURE AS A GREAT PERFORMER! Providing both satisfying and challenging work along with a highly professional and friendly work atmosphere, Sedgwick has a strong commitment to its colleagues and its clients. If you are seeking a place where you can do great things for those whose lives you touch while maximizing your own career possibilities, Sedgwick is the place for you. As the largest and most innovative Third Party Administrator in the claims industry and the first and only TPA to receive both recognition as the Best TPA in America and the coveted Employer of Choice designation, we invite you to come be a part of our team and, "Claim Your Future." PRIMARY PURPOSE: To provide support to the claims staff and to perform other office tasks depending on the client program.   ESSENTIAL FUNCTIONS and RESPONSIBILITIES Sets up and enters new claims into claims management system. Inputs and reviews notes/diaries in claims management system as instructed. Processes payments. Processes mail; handles filing, faxing and photocopying. Reviews, prepares, creates, and/or sends letters, reports, and forms. Answers and initiates telephone calls, sets up medical appointments, and may provide customer service as required. Other activities/projects as assigned including the preparation and distribution of computer reports. ADDITIONAL FUNCTIONS and RESPONSIBILITIES Performs other duties as assigned. Supports the organization's quality program(s). QUALIFICATIONS   Education & Licensing High school diploma or GED required.   Experience Six (6) months of clerical or customer service experience or equivalent combination of education and experience required.   Skills & Knowledge Excellent oral and written communication PC literate, including Microsoft Office products Strong organizational skills Ability to work in a team environment Ability to meet or exceed Performance Competencies WORK ENVIRONMENT When applicable and appropriate, consideration will be given to reasonable accommodations. Mental: Clear and conceptual thinking ability; excellent judgment and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines Physical: Computer keyboarding, travel as required Auditory/Visual: Hearing, vision and talking NOTE: Credit security clearance, confirmed via a background credit check, is required for this position.   The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time.   Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace

Disability Representative CLAIM YOUR FUTURE AS A GREAT PERFORMER! Providing both satisfying and challenging work along with a highly professional and friendly work atmosphere, Sedgwick has a strong commitment to its colleagues and its clients. If you are seeking a place where you can do great things for those whose lives you touch while maximizing your own career possibilities, Sedgwick is the place for you. As the largest and most innovative Third Party Administrator in the claims industry and the first and only TPA to receive both recognition as the Best TPA in America and the coveted Employer of Choice designation, we invite you to come be a part of our team and, "Claim Your Future." PRIMARY PURPOSE : To process claims and determine benefits due pursuant to a disability plan; to make timely payments and adjustments for workers compensation, Social Security Disability Income (SSDI), and other disability offsets; and to ensure the ongoing processing of claims.   ESSENTIAL FUNCTIONS and RESPONSIBILITIES Makes claim determinations to approve non-complex disability claims or makes a recommendation to team lead to deny claims based on the disability plan. Determines benefits due, makes timely claims payments and adjustments for workers compensation, Social Security Disability Income (SSDI), and other disability offsets. Informs claimants of documentation required to process claims, required time frames, payment information and claims status either by phone, written correspondence and/or claims system. Refers cases as appropriate to team lead; maintains professional client relationships. ADDITIONAL FUNCTIONS and RESPONSIBILITIES Performs other duties as assigned. Supports the organization's quality program(s). QUALIFICATIONS Education & Licensing High school diploma or GED required. College preferred.   Experience Two (2) years of related experience or equivalent combination of education and experience required to include one (1) year general office experience. One (1) year of  benefits or claims management experience preferred.   Skills & Knowledge   Excellent oral and written communication Excellent oral and written communication PC literate, including Microsoft Office products Analytical and interpretive skills Strong organizational skills Ability to work in a team environment Good negotiation skills Ability to meet or exceed Performance Competencies WORK ENVIRONMENT When applicable and appropriate, consideration will be given to reasonable accommodations. Mental:  Clear and conceptual thinking ability; excellent judgment and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines   Physical:  Computer keyboarding, travel as required   Auditory/Visual:  Hearing, vision and talking NOTE:  Credit security clearance, confirmed via a background credit check, is required for this position.   The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time.     Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace  

Leave of Absence (LOA) Coordinator CLAIM YOUR FUTURE AS A GREAT PERFORMER! Providing both satisfying and challenging work along with a highly professional and friendly work atmosphere, Sedgwick has a strong commitment to its colleagues and its clients. If you are seeking a place where you can do great things for those whose lives you touch while maximizing your own career possibilities, Sedgwick is the place for you. As the largest and most innovative Third Party Administrator in the claims industry and the first and only TPA to receive both recognition as the Best TPA in America and the coveted Employer of Choice designation, we invite you to come be a part of our team and, "Claim Your Future." PRIMARY PURPOSE: To analyze reported  Family Medical Leave (FMLA) requests; to make determinations based on state and federal regulations; and to ensure that on-going claim management is within company service standards and industry best practices.   ESSENTIAL FUNCTIONS and RESPONSIBILITIES Establishes FMLA claims; tracks and codes documentation in accordance with internal workflow processes. Analyzes FMLA claims to determine eligibility and certification in compliance with state and federal regulations. Identifies action plan; determines benefits due; and makes timely case decisions based on service expectations as established by the client. Communicates decisions and on-going expectations with claimants and clients. Maintains professional client relationships. ADDITIONAL FUNCTIONS and RESPONSIBILITIES Performs other duties as assigned. Supports the organization's quality program(s). QUALIFICATIONS Education & Licensing High school diploma or GED required. College degree and/or college courses preferred.   Experience Two (2) years of administrative/general office experience  or equivalent combination of education and experience required. Disability management and/or FMLA administration experience preferred.   Skills & Knowledge Knowledge of state and federal FMLA regulations Knowledge of medical disability management Excellent oral and written communication, including presentation skills PC literate, including Microsoft Office products Analytical and interpretive skills Strong organizational skills Excellent interpersonal skills Ability to work in a team environment Ability to meet or exceed Performance Competencies WORK ENVIRONMENT When applicable and appropriate, consideration will be given to reasonable accommodations. Mental: Clear and conceptual thinking ability; excellent judgment and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines Physical: Computer keyboarding, travel as required Auditory/Visual: Hearing, vision and talking The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances.  Management retains the discretion to add or to change the duties of the position at any time.   Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace

Strong excel skills a must! This candidate will be forecasting and calculating commissions, budgets and quotas. Must be accurate in reporting as it goes to the CEO of the company. They are looking for 3-5 years of experience and want this candidate to start ASAP.

Why is Turn 14 Distribution Hiring? Turn 14 Distribution is a leading wholesale distributor of performance auto parts.  We are on an exciting path of immense growth, so we need to add a skilled Accounts Payable Clerk to our team! Our Accounts Payable department works with our vendors and warehouses by balancing efficiency and accuracy in solving problems related to inventory, invoice validation, relationship management, and data entry. We're looking for someone with exceptional problem-solving skills and a high attention to detail. Who's an Ideal Applicant? Thrives in an energetic, fast-paced environment Works efficiently under tight deadlines Focused on solving problems and providing solutions Loves working with details and staying organized Wants to drive their own road to success What about Growth Opportunities? Turn 14 Distribution promotes from within, as we want our leaders to have a complete understanding of how our company is successful. Employees who are driven, outstanding, and care about doing a great job every day will be successful here. What do I Need to be Successful? At least 2 years' experience in an accounting role related to inventory management, with a medium to large inventory At least 2 years' experience with accounting software An Associate's degree, or equivalent experience Ability to type 50 words per minute Available to work between the hours of 8:00 AM 5:30 PM What does Turn 14 Distribution Offer? Competitive Pay Structure Company-Sponsored Insurance: Medical, Dental, Flexible Spending Accounts, and Dependent Care Accounts Paid Time Off and Paid Holidays 401(K) Match Company Sponsored Events Subsidized Part Purchasing Program

We are seeking an individual who is highly self-motivated with outstanding interpersonal skills. Qualified applicants must have strong customer services skills, be knowledgeable in Microsoft Office, and have time management skills. If you are a team player, goal driven, and ready to learn, this position is for you. In this position you will provide administrative support to the office and fellow team members with a variety of tasks related to our organization, managers, and clientele. Servicing 5,500 customers, Mickey’s Linen has been a market leader in linen and kitchen uniform rentals. Today, we are the largest family owned and operated commercial laundry in the Midwest, with multiple production facilities.  Our customers range from local, neighborhood restaurants to well-known food and beverage operators. Responsibilities Answer and handle inbound calls on a day to day basis Data entry, copying, and scanning. Greet and Assist candidates Provide customer support Administrative Support Assist in all other assigned tasks Requirements: Demonstrated experience in customer service. Demonstrated experience with MS Office, Excel, and Outlook Enjoys talking with people, and working in a team environment. Ability to problem solve, and work independently. Good written and verbal communication skills. Bilingual (Spanish) a plus Hours 10:00AM-4:00PM; M-F Location 1050 N Villa Avenue | Villa Park, IL 60181 All applicants are subject to a drug screen and basic skills proficiency test.

Overview: The role of the Financial Assistant (Financial Counselor) is at the center of Brightside's work with clients. By building a trusting relationship that combines financial expertise with compassionate support, you will be able make a positive impact in the lives of our employee clients and their families. Responsibilities and Tasks: We are currently hiring 2-4 additional team members that will supplement our current team as the organization expands in 2018/2019. In this role you will serve a portfolio of employee clients and provide comprehensive concierge financial services to them. This means helping with developing and implementing strategies for getting out of debt, managing their cashflow, and improving their behavior relative to their finances to save and plan for the future. You will not only provide up to date financial information using our robust technology but use state of the art influence and relationship techniques to help people make concrete behavioral improvements to the way they handle money. Specifically, you will leverage a telephonic environment to: Provide financial education to clients on relevant topics Provide options and solutions to help solve financially related problems presented by the client Provide emotional support to clients as it relates to their financial situation Do leg work on behalf of clients based on their unique situation, teaching them skills for their own work in the future Help clients make good financial choices using our proprietary EARN model and other work processes Understand clients' motivation to help them make changes in their financial behavior and remove any barriers in the way of their success Attributes and Competencies: To succeed in this role, you need to be wired for service and care about your customer: You are empathic but have a good sense of boundaries and appropriate professional behavior You are caring, compassionate and driven to fulfill customers’ needs You are a great critical thinker (able to collect, synthesize and interpret data in service of planning and decision making You love to solve problems and you are creative at it You are eager to learn and seek feedback both for yourself and the organization You possess positive financial skills? You are adept with technology and able to leverage solutions/systems to reach a desired outcome You are organized with strong follow-up capability and able to work at appropriate levels of detail relative to the task at hand You can handle to handle high volume of phone calls or chats in a fast-paced environment You can multitask and effectively manage deadlines and goals You have strong verbal and written communication skills You have Strong computer and internet skills; MS Office, Chrome, Google Apps and other programs or platforms Customer Service experience in a customer call center is a plus Bilingual in English and Spanish is a plus Demonstrated Experience: 3-5 years in a customer focused role with demonstrated examples of how you improved the customer’s situation Demonstrated ability to build a trusting relationship with your customer via telephone in an ongoing relationship-based environment Strong work history demonstrating your impact of enhancing the company through your contributions/suggestions/improvements of the organization Ability to comply with company and industry standard policy and procedures while remaining solution oriented and creative with approaches Coaching and professional sharing of knowledge to colleagues in an effort to grow overall organization Benefits Medical Dental Vision Disability Paid Training PTO Job Type: Full-time Brightside is an equal opportunity employer and values diversity. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Local applicants only. No relocation assistance is available for this role.

Overview: The role of the Financial Assistant is at the center of Brightside's work with clients. By building a trusting relationship that combines financial expertise with compassionate support, you will be able make a positive impact in the lives of our employee clients and their families. Responsibilities and Tasks We are currently hiring 1-2 additional team members that are certified CFP’s to assist in growing our employer-based personal finance model. In this role, you will serve a portfolio of employee clients and provide comprehensive concierge financial services to them in addition to helping our Financial Assistants with complex financial scenarios. This means helping with developing and implementing strategies for getting out of debt, managing their cashflow, and improving behavior relative to client finances to save and plan for the future. Our model is unique and different than other industry practices and our CFP team members will help us to further architect the model leveraging their certification, expertise and years of experience. In this role, you will not only provide up to date financial information using our robust technology but use state of the art influence and relationship techniques to help people make concrete behavioral improvements to the way clients handle money to improve their situation for the long-term as well. Specifically, you will leverage a telephonic environment to: Support Financial Assistants will clients’ needs that require CFP knowledge and expertise solving complex financial scenarios with them on behalf of the client Contribute and/or lead the ongoing development of material/education/trainings that increase the overall organization’s understanding of complex financial scenarios Provide ongoing education internally on financial Provide financial education to clients on relevant topics Provide options and solutions to help solve financially related problems presented by the client Provide emotional support to clients as it relates to their financial situation Attributes and Competencies: To succeed in this role, you need to be wired for service and care about your customer: You are empathic but have a good sense of boundaries and appropriate professional behavior You are caring, compassionate and driven to fulfill customers’ needs You are a great critical thinker (able to collect, synthesize and interpret data in service of planning and decision making You can leverage your prior work expertise as a CFP but can also think critically about what work and did not work in previous models and embrace different approaches to addressing your client’s needs and changing their long term financial behavior. You love to solve problems and are creative at it You are eager to learn and seek feedback both for yourself and the organization Strong financial acumen, ability to apply certification learnings You are adept with technology and can leverage solutions/systems to reach a desired outcome You are organized with strong follow-up capability and can work at appropriate levels of detail relative to the task at hand You can handle to handle high volume of phone calls or chats in a fast-paced environment You can multitask and effectively manage deadlines and goals You have strong verbal and written communication skills You have Strong computer and internet skills; MS Office, Chrome, Google Apps and other programs or platforms Customer Service experience in a customer call center is a plus Bilingual in English and Spanish is a plus Demonstrated Experience: Only Certified Financial Planners (CFP’s) will be considered for this role. 3-5 years in a role that demonstrates a customer centric focus Demonstrated ability to build a trusting relationship with your customer via telephone in an ongoing relationship-based environment Strong work history demonstrating your impact of enhancing the company through your contributions/suggestions/improvements of the organization Ability to comply with company and industry standard policy and procedures while remaining solution oriented and creative with approaches Coaching and professional sharing of knowledge to colleagues to grow overall organization Benefits: Medical Dental Vision Disability Paid Training PTO Job Type: Full-time Brightside is an equal opportunity employer and values diversity. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Local applicants only. No relocation assistance is available for this role.

We are looking for someone who strives to be empathetic and passionate in their work with patients while accomplishing their objectives for the success of the business. The Call Center Representative is responsible for retaining client loyalty and referrals by consistently delivering clear, efficient and valuable support to all callers while providing communication with Adjusters and Nurse Case Managers. Responsibilities & Duties: Handling Inbound and outbound calls in a call center environment Open new cases accurately according to policy and procedures. Interact with adjusters and Physical Therapy Centers to verify new case information/missing information and request other related paperwork. Review case information/consult with Case Management to determine if new cases need to be opened or patient can be followed in existing case. Validate new case data by reviewing, correcting, deleting, or re-entering data; combining data when account information is incomplete; purging files to eliminate duplication of data. Request verification from insurance companies and other related paperwork from providers telephonically/electronically. Understanding and handling interdepartmental procedures, policies and comply with them Complete special projects or tasks as assigned by the supervisor Qualifications & Requirements: Customer service experience Bachelor’s degree strongly preferred High school diploma / GED required MS Word, Excel and Outlook experience Strong data entry skills Detail oriented Organizational skills Ability to think critically

Loan Servicing Support Associate Job Description The Loan Servicing Support Associate functions as a member of the Back-Office Operations team and is responsible for helping resolve customer issues originating primarily from Inbound Correspondence.  This includes but is not limited to mis posted payments, credit bureau disputes and general servicing requests.  The associate may be required to make outbound calls and receive inbound calls to clarify and problem solve customers’ inquiries.   Job Responsibilities Back-Office Be able to investigate and remediate instances of Duplicate, Misapplied and Incorrect payments Properly research credit bureau disputes and respond to the Credit Reporting Agencies as appropriate Read and comprehend customer’s written inquiries and refer to the appropriate Line of Business for processing Research credit balances to determine appropriate handling Various manager assigned tasks including business audits and exception processing Document retrieval and customer fulfillment Ensure all correspondence items are received, tracked, sorted, and delivered to the appropriate Lines of Business within pre-defined service levels Partner with Project Team for User Acceptance Testing (UAT)/ Production Verification Testing (PVT) for all system implementations/changes Communication / Documentation Properly document and update case information within the system of record Provide feedback on trends that can be used to create bulletins and training modules Make recommendations on policies and procedures related to current processes Qualifications Required Skills ( minimum qualifications) 1+ years of financial services experience or equivalent experience Ability to work effectively in a team environment Strong analytical skills Excellent verbal / written communication skills Strong organizational skills and ability to multi-task Ability to work in a fast-paced, production environment Effectively communicate with all levels of Marlette Funding leadership Proficiency in navigating basic computer applications Extremely thorough with strong attention to detail & high emphasis on quality