Job Results
Financial Services
Posted 4 weeks
Account Associate- Commercial Inurance- Remote)
Insurance Office of America - Jacksonville, FL 32233
Description Job Description: Title: Account Manager - Commercial Lines Work Mode: Remote, with the appropriate licensing, Southeastern US only | Location/Supporting: Longwood, FL | Book Focus: General, Select Business Note: Candidates holding a 4-40 license are required to work in the office five days a week Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Key Responsibilities: Technical Competence: Maintain technical competence and industry expertise. Team Leadership: Direct daily activities of the account management team. Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis. Policy Management: Manage policy expirations and renewals. Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals. Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. Policy Compliance: Stay updated on company policies and procedures. Continuous Improvement: Seek and adopt best practices to improve individual and team performance. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: 3+ years of account management experience, or 5+ years in the insurance industry Thorough knowledge of insurance brokerage and client needs Required active licensing; professional designation (CIC or equivalent) preferred Strong analytical, problem-solving, and decision-making skills Exceptional customer service, communication, multitasking, and organizational skills Proficiency in MS Office (Outlook, Word, Excel) High School Diploma (or equivalent) What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is 65-75K annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Posted 4 weeks
Account Associate- Commercial Inurance- Remote)
Insurance Office of America - Middleburg, FL 32068
Description Job Description: Title: Account Manager - Commercial Lines Work Mode: Remote, with the appropriate licensing, Southeastern US only | Location/Supporting: Longwood, FL | Book Focus: General, Select Business Note: Candidates holding a 4-40 license are required to work in the office five days a week Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Key Responsibilities: Technical Competence: Maintain technical competence and industry expertise. Team Leadership: Direct daily activities of the account management team. Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis. Policy Management: Manage policy expirations and renewals. Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals. Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. Policy Compliance: Stay updated on company policies and procedures. Continuous Improvement: Seek and adopt best practices to improve individual and team performance. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: 3+ years of account management experience, or 5+ years in the insurance industry Thorough knowledge of insurance brokerage and client needs Required active licensing; professional designation (CIC or equivalent) preferred Strong analytical, problem-solving, and decision-making skills Exceptional customer service, communication, multitasking, and organizational skills Proficiency in MS Office (Outlook, Word, Excel) High School Diploma (or equivalent) What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is 65-75K annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Posted 4 weeks
Account Associate- Commercial Inurance- Remote)
Insurance Office of America - Saint Johns, FL 32233
Description Job Description: Title: Account Manager - Commercial Lines Work Mode: Remote, with the appropriate licensing, Southeastern US only | Location/Supporting: Longwood, FL | Book Focus: General, Select Business Note: Candidates holding a 4-40 license are required to work in the office five days a week Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Key Responsibilities: Technical Competence: Maintain technical competence and industry expertise. Team Leadership: Direct daily activities of the account management team. Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis. Policy Management: Manage policy expirations and renewals. Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals. Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. Policy Compliance: Stay updated on company policies and procedures. Continuous Improvement: Seek and adopt best practices to improve individual and team performance. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: 3+ years of account management experience, or 5+ years in the insurance industry Thorough knowledge of insurance brokerage and client needs Required active licensing; professional designation (CIC or equivalent) preferred Strong analytical, problem-solving, and decision-making skills Exceptional customer service, communication, multitasking, and organizational skills Proficiency in MS Office (Outlook, Word, Excel) High School Diploma (or equivalent) What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is 65-75K annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Posted 4 weeks
Patient Access Representative
Northeast Florida Endocrine & Diabetes Associates - Jacksonville, FL 32204
*Patient Access Representative* A multi-provider medical office is seeking a detail-oriented *Patient Access Representative* to support front-end operations in a fast-paced healthcare environment. This role is responsible for hospital patient registrations, insurance verifications, follow-ups, and answering multiple phone lines as needed. The ideal candidate will work closely with providers on a daily basis while assisting with insurance verification and billing needs, all while delivering excellent customer service. *Requirements:* * Minimum of one (1) year of medical office experience required * Strong attention to detail and organizational skills * Excellent communication and customer service abilities * Reliable transportation and consistent attendance *Key Responsibilities:* * Verify patient demographics and insurance information * Schedule patient appointments accurately and efficiently * Maintain all records in the electronic health record (EHR) system * Ensure compliance with HIPAA and privacy regulations * Provide support for billing and insurance-related inquiries * Answer and manage multiple phone lines in a professional manner Our practice is proud to provide excellence in patient care. We offer a diverse array of services across multiple locations, supported by a team of talented and compassionate medical professionals dedicated to improving the lives of others. Job Type: Full-time Pay: From $17.00 per hour Benefits: * 401(k) * Dental insurance * Health insurance * Life insurance * Paid time off * Vision insurance Experience: * Medical office: 1 year (Preferred) Work Location: In person
Posted 4 weeks
Front Office Representative
Southeast Orthopedic Specialists - Jacksonville, FL 32256
Front Office Representative Full-Time | Jacksonville, FL – Southside Location Join the #1 Orthopedic Team in Northeast Florida! Since 2001, Southeast Orthopedic Specialists has been the region’s trusted leader in orthopedic medicine—delivering five-star care those changes lives every day. As the largest private orthopedic practice in Northeast Florida, we proudly set the standard for excellence, trusted by thousands of patients each year. Our mission is simple: provide industry-leading care today while continuing to grow and shape the future of medicine for tomorrow. Join Our Growing Team! Southeast Orthopedic Specialists is hiring a Front Office Representative for our Southside Location. If you’re organized, personable, and passionate about delivering exceptional patient experiences, we want you on our team! ________________________________________________________________________ What We Offer Here’s a sneak peek of the awesome perks our Full-Time Team Members enjoy: Competitive health & welfare benefits+ HSA Monthly stipend for extra coverage 401(k) with company match 24/7 Employee Assistance Program PTO, paid holidays, AND appreciation events …plus, so much more! ________________________________________________________________________________ GENERAL SUMMARY What You’ll Do As the first point of contact for patients, you’ll keep our front office running smoothly while delivering excellent customer service. From greeting patients and managing check-in to verifying insurance, collecting payments, and scheduling appointments, you’ll play a vital role in ensuring every patient feels welcomed, informed, and cared for. ________________________________________ Essential Functions Welcome and check in patients, notify providers of arrivals. Collect accurate demographics, insurance, and required authorizations/referrals. Handle patient payments, co-pays, and account balances; balance cash drawer daily. Verify insurance eligibility and benefits, escalating complex cases as needed. Schedule and update patient appointments, follow-ups, and referrals. Scan and maintain patient records and documentation in the EMR system. Provide clear communication to patients regarding wait times, billing, and procedures. Maintain confidentiality and a professional, organized front office environment. _________________________________________ What We’re Looking For High school diploma/GED required; additional healthcare/administrative training preferred. Minimum 1 year of patient registration/front office experience in a medical or healthcare setting. Knowledge of insurance rules, regulations, and medical terminology. Strong customer service, communication, and computer skills. Ability to multitask, stay organized, and remain professional under pressure. Bilingual (English/Spanish) strongly preferred. ___________________________________________ Ready to join us? Submit you application today! Be part of a team that values excellence, teamwork, and your career growth. Let’s make a difference—together! ** This description is intended to provide only basic guidelines for meeting job requirements. Responsibilities, knowledge, skills, abilities, and working conditions may change as needs evolve. ** #SOS
Posted 4 weeks
Patient Accounts Representative
Wekiva Springs Center - Jacksonville, FL 32216
Wekiva Springs Center has an immediate opening for a *Full-Time* *Patient Account Representative*. Our Business Office is seeking a skilled and experienced Patient Account Representative to join our team of compassionate, dedicated professionals. The purpose of this position is to analytically examine accounts, Identify payer – specific trends, Submit insurance/patient refunds in a timely manner, and research insurance balances that are past due, unpaid, or underpaid. This is a Monday – Friday, Days position. Other responsibilities include: * Keys patient accounts receivable information into the system and uploads it to the needed portals. * Provides financial counseling to the patients and their family members including denials that need patient intervention to receive reimbursement. * Denial follow-up and resolution that include appeals, disputes, or corrected claims * Respond to inquiries from insurance companies, patients, and providers. * Electronically submits billing and monitors their payment processing * Verifies insurance benefits and communicates potential responsibility with patient to set up payment * Collaborate and work cross functionally with departments to ensure completed billing * Assist with special projects or other duties as assigned Benefit Highlights: · Meaningful work, saving patient lives · Healthy, respectful and team-based work environment · Growth and development opportunities within UHS and its subsidiaries · Competitive Compensation · Generous Paid Time Off · Excellent Medical, Dental, Vision and Prescription Drug Plan (if applicable) *Qualified candidates must possess the following:* * Knowledgeable of medical reimbursement and terminology * Advanced computer skills including Windows Office * Excellent organizational skills and able to manage multiple tasks * Proficient in basic math and accounting skills * Must have at least 1-year direct experience in Medical Office or Hospital Billing and Collections and be familiar with Medicare and Medicaid * Excellent communication skills One of the nation’s largest and most respected providers of hospital and healthcare services, Universal Health Services, Inc. (NYSE: UHS) has built an impressive record of achievement and performance. Growing steadily since its inception into an esteemed Fortune 300 corporation, annual revenues were $15.8 billion in 2024. During the year, UHS was again recognized as one of the World’s Most Admired Companies by Fortune; and listed in Forbes ranking of America’s Largest Public Companies. Headquartered in King of Prussia, PA, UHS has approximately 99,000 employees and continues to grow through its subsidiaries. Operating acute care hospitals, behavioral health facilities, outpatient facilities and ambulatory care access points, an insurance offering, a physician network and various related services located all over the U.S. States, Washington, D.C., Puerto Rico and the United Kingdom. www.uhs.com Job Type: Full-time Pay: From $18.00 per hour Benefits: * 401(k) matching * Dental insurance * Employee assistance program * Employee discount * Health insurance * Paid time off * Tuition reimbursement * Vision insurance Education: * High school or equivalent (Required) Experience: * Patient accounts: 1 year (Required) Work Location: In person
Posted 4 weeks
Relationship Banker I (Fernandina Beach)
Regions Financial - Fernandina Beach, FL 32034
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create meaningful personal connections with customers while processing transactions, identify ways for Regions to meet customer needs, and assist in resolving end to end customer service inquiries. This role offers an exciting opportunity for candidates with prior teller, limited banking, or some retail sales experience who are interested in beginning a career with opportunities for growth, development, and upward mobility. Regions' mission is to make life better for our customers and communities. The successful candidate should be ambitious and adaptable with a desire to educate customers on the ability to bank when, where, and how they want. This requires an individual who has strong communication skills and the ability to provide personalized customer service. Primary Responsibilities Provides a consistent optimal customer experience on the cash line while handling customers’ transactional needs, such as deposits, withdrawals, payments, and other typical teller transactions Answers customer inquiries regarding products and services and fulfills basic servicing requests, such as new/replacement cards, information changes, PIN reset requests, reordering checks, and basic problem resolution Develops relationships with customers, remaining well-informed about the customer’s relationship with the bank Educates customers on standard consumer products and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier Assists branch and fellow team members with basic tasks to aid in customer problem resolution Refers customers to an internal team of experts when more complex financial goals and needs are recognized Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions’ solutions May conduct outbound phone calls using generated customer and prospect lead lists to educate customers on emerging technology and assist with meeting their financial needs This position requires the tracking of time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act. This position is incentive eligible. Requirements High School Diploma or GED Ability to work Saturdays as needed Ability to handle cash and process cash transactions Ability to communicate in person, on the phone, and through electronic channels Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor Ability to walk and stand for extended periods of time Ability to lift up to twenty (20) pounds Preferences One (1) year of banking, cash-handling, and/or customer service experience Skills and Competencies Ability to adhere to policies, procedures, and guidelines Ability to assist customers with digital banking offerings Ability to handle multiple priorities simultaneously Ability to oversee large sums of cash Strong customer focus and relationship-building skills Position Type Full time Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Job Range Target: Minimum: $39,601.10 USD Median: $46,880.00 USD Incentive Pay Plans: This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Parental Leave Employee Assistance Program Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser. https://www.regions.com/about-regions/welcome-portal/benefits Location Details Fernandina Beach Location: Fernandina Beach, Florida Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Posted 4 weeks
Director KYC Modernization Execution Sr Group Manager
Citi - Jacksonville, FL
The KYC Operations Senior Group Manager is a senior management-level position responsible for accomplishing results through the management of a team or department to provide Anti-Money Laundering (AML) monitoring, governance, oversight and regulatory reporting services in coordination with the Compliance and Controls team. The overall objective of this role is to drive the development and management of a dedicated internal KYC (Know Your Client) program at Citi. Responsibilities: Lead AML KYC transformation programs that improve controls, client experience and operational productivity Manage critical project activities, inter-dependencies, risk components, progress communication, coordination, and collaboration across teams / KYC commitments Develop, manage, and continuously optimize productivity strategies in accordance with global standards and partner with business and Compliance to ensure throughput is accurately reflected Work with global operational teams to set productivity targets at a global, regional, hub, satellite, team lead and individual level Adapt to changes in KYC client population, regulatory commitments, internal compliance commitments, etc., as appropriate Lead impact analysis assessment sessions related to technology change requirements, operational procedures and processes, Citi external clients, Business Risk and Controls, etc. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. Qualifications: 15+ years of experience Experience in people management Strong thought leadership capabilities Education: Bachelor's degree/University degree or equivalent experience Master's degree preferred - Job Family Group: Operations - Services - Job Family: Business KYC - Time Type: Full time - Primary Location: Jacksonville Florida United States - Primary Location Full Time Salary Range: $170,000.00 - $300,000.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. - Most Relevant Skills Business Acumen, Credible Challenge, Laws and Regulations, Management Reporting, Policy and Procedure, Program Management, Referral and Escalation, Risk Controls and Monitors, Risk Identification and Assessment, Risk Remediation. - Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. - Anticipated Posting Close Date: Mar 25, 2026 - Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
Posted 4 weeks
Payroll & Client Service Specialist (UKG Ready required)
Insurance Office of America - Jacksonville, FL 32250
Description Job Description: Title: Payroll & Client Service Specialist Fully Remote, though hybrid preferred if located near Lakewood Ranch or Longwood, FL. About the Role: The UKG Ready Payroll & Client Service Specialist “CSR” is responsible for delivering high quality payroll, technical support, and training to POA clients and internal teams. This role focuses on optimizing the UKG Ready platform experience across the Payroll, HRMS, and TLM modules. The ideal candidate is resourceful, detail oriented, and comfortable navigating client communication, backend system configuration, and operational processing needs. Their primary function is maintaining a book of key accounts utilizing the UKG Ready platform. The CSR will be responsible for inputting and processing payroll data accurately and timely. The CSR will conduct client trainings and assist in adding any additional products as needed. The CSR will be responsible for other duties as assigned by Management. Ideal Candidate Qualifications: High degree of technical ability within the UKG Ready platform, including the ability to train clients, troubleshoot issues, and successfully import data Current FPC or CPP Designation - Preferred 3 - 5 years of Payroll Service Bureau Experience - Preferred College Degree Preferred Expert level knowledge in Payroll, Tax, Garnishments, 401K, and Health Benefits Familiarity with TLM Pay Calc 2.0 Excellent written and verbal communication skills High degree of documented Excel skills, including functions, formulas, pivot tables, and V-lookups Strong facilitation, analytical, and critical thinking skills, with the ability to gather and analyze information Able to work effectively independently and in a team environment, with strong organizational skills and the ability to multi-task, meet deadlines, and adapt to changing priorities Detail-oriented with excellent Microsoft Office skills Key Responsibilities: Customer service mentality: Display a customer service mentality and deliver outstanding client service, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to service requests. Sales opportunities: Actively seek to grow POA business by identifying and acting on sales opportunities. Book of business: Maintain a book of business. Client training: Coordinate client training activities within a book of business. Client hand-off meetings: Attend client hand-off meetings with the Implementation Team. Positive relationships: Develop and maintain positive and productive relationships with POA leadership, peers, co-workers, teammates, IOA employees, and all clients. Discretion and Judgment: Ensure beneficial outcomes using discretion and judgment. Data integrity: Provide quality control over data integrity for all clients. Training participation: Regularly participate in internal and external training, expanding and sharing knowledge within the POA Team. Team support: Act as back-up for teammates as needed, ensuring overall team service excellence. Collaboration: Work effectively with the entire POA team, seeking input and developing win-win solutions to any process, service, quality, or productivity issues. Technical competence: Maintain a high degree of technical competence and industry/market expertise. Compliance: Comply with all company work rules, standards, policies, and procedures at all times. Professional development: Continuously improve professional skills by actively participating in internal and external development opportunities. Champion IOA Values: Demonstrate integrity and leadership. What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Employee stock plan participation Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $27.00 to $36.00 per hour, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Posted 4 weeks
Payroll & Client Service Specialist (UKG Ready required)
Insurance Office of America - Fernandina Beach, FL 32034
Description Job Description: Title: Payroll & Client Service Specialist Fully Remote, though hybrid preferred if located near Lakewood Ranch or Longwood, FL. About the Role: The UKG Ready Payroll & Client Service Specialist “CSR” is responsible for delivering high quality payroll, technical support, and training to POA clients and internal teams. This role focuses on optimizing the UKG Ready platform experience across the Payroll, HRMS, and TLM modules. The ideal candidate is resourceful, detail oriented, and comfortable navigating client communication, backend system configuration, and operational processing needs. Their primary function is maintaining a book of key accounts utilizing the UKG Ready platform. The CSR will be responsible for inputting and processing payroll data accurately and timely. The CSR will conduct client trainings and assist in adding any additional products as needed. The CSR will be responsible for other duties as assigned by Management. Ideal Candidate Qualifications: High degree of technical ability within the UKG Ready platform, including the ability to train clients, troubleshoot issues, and successfully import data Current FPC or CPP Designation - Preferred 3 - 5 years of Payroll Service Bureau Experience - Preferred College Degree Preferred Expert level knowledge in Payroll, Tax, Garnishments, 401K, and Health Benefits Familiarity with TLM Pay Calc 2.0 Excellent written and verbal communication skills High degree of documented Excel skills, including functions, formulas, pivot tables, and V-lookups Strong facilitation, analytical, and critical thinking skills, with the ability to gather and analyze information Able to work effectively independently and in a team environment, with strong organizational skills and the ability to multi-task, meet deadlines, and adapt to changing priorities Detail-oriented with excellent Microsoft Office skills Key Responsibilities: Customer service mentality: Display a customer service mentality and deliver outstanding client service, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to service requests. Sales opportunities: Actively seek to grow POA business by identifying and acting on sales opportunities. Book of business: Maintain a book of business. Client training: Coordinate client training activities within a book of business. Client hand-off meetings: Attend client hand-off meetings with the Implementation Team. Positive relationships: Develop and maintain positive and productive relationships with POA leadership, peers, co-workers, teammates, IOA employees, and all clients. Discretion and Judgment: Ensure beneficial outcomes using discretion and judgment. Data integrity: Provide quality control over data integrity for all clients. Training participation: Regularly participate in internal and external training, expanding and sharing knowledge within the POA Team. Team support: Act as back-up for teammates as needed, ensuring overall team service excellence. Collaboration: Work effectively with the entire POA team, seeking input and developing win-win solutions to any process, service, quality, or productivity issues. Technical competence: Maintain a high degree of technical competence and industry/market expertise. Compliance: Comply with all company work rules, standards, policies, and procedures at all times. Professional development: Continuously improve professional skills by actively participating in internal and external development opportunities. Champion IOA Values: Demonstrate integrity and leadership. What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Employee stock plan participation Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $27.00 to $36.00 per hour, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.