Location: Jamestown, NY
must be a self-starter, be able to work independently with minimum supervision, have a strong attention to detail and be able to multi-task while working under a deadline.
Must be flexible and be willing to work in a professional and dynamic environment.
Candidate must have strong customer service skills and bookkeeping experience. Excellent computer skills and a sound knowledge of Microsoft Office Suite and Quick Books experience is preferred. Essential Functions Overview Develop and maintain an understanding of and be able to efficiently use and update the organization’s customer relations management system, insurance database and Quick Books along with producing reports as
needed. Scan checks to Director, reconcile deposit and take to bank weekly Open Mail daily and distribute Run Monthly financial reports to be sent to team monthly once closed by director Update and maintain monthly deliverables, gift card sales and gift card tracking Maintain database(s) including data entry, in management system for insurance product enrollments, changes, cancellations and renewals Provide office and administrative support functions for Chautauqua Benefits Specialists (CBS), Chautauqua County Chamber of Commerce (CCCC), Manufacturers Association of the Southern Tier (MAST) and Dream It Do It, WNY (DIDI) Assist clients in person and answer phone calls from insurance clients Work
with collections and collect on past due accounts for MAST, DIDI and CBS All other duties and projects as assigned by the Director of Finance and Insurance Services Complete invoicing including monthly membership billing, monthly insurance billing.
Create invoices for clients pertaining to program sponsors and invoices pertaining to various contracts with clients. Enter payables, scan in payables to the vendor in Quick Books, run checks and mail weekly Help director with preparation of year end audit Job Specifications Minimum Associates Degree and/or 1+ years of related experience Successful candidate must be a self-starter, be able to work independently with minimum supervision, have a strong attention to detail and be able to multi-task while working under a deadline.
Excellent bookkeeping skills Willing to obtain health insurance license paid and trained by company Ability to problem-solve. Must be flexible and be willing to work in a professional and dynamic environment. Candidate will have the ability to work within a team and independently. Strong customer service skills required. Exceptional computer skills and a sound knowledge of Microsoft Office Suite are required. Quick Books experience preferred Essential Functions - Detail Health Insurance Assistance Maintain basic knowledgeable of Chautauqua Benefit Specialists (CBS) health and employee benefits insurance plans on behalf of the Chautauqua County Chamber of Commerce (CCCC).
Provide administrative support to the Director of insurance Services Communications to clients Support maintaining outlook calendar for appointments Prepare enrollment tracking reports Answering emails when needed Willing to obtain insurance license Maintain accurate subscriber information in CBS and CCCC database(s) Zywave – Brokage Builder – New, changes, cancellations and renewals Detailed record of enrollments including start date, end date, carrier, plan selection, premium, account activity notations, etc.
Subscriber information should be updated as close to “real-time” as practical Other databases as required Maintain general understanding of products and services offered New York State Exchange Direct or General Agent Carrier Relationships Availability of Group and non-group products Provide customer service to health insurance and employee benefits subscribers and employers Interface with third party partner organizations on customer service issues at the direction of the Director or Insurance Services Responsible for the subscribers’ complete application and cancellation process Resolve discrepancies between chamber subscribers and insurance providers Resolve insurance provider billing invoice issues Financial Assistant Maintain and update data systems for all entities Atlas Creating invoices Reports Quick Books for all entities Updating Client information Creating Invoices Reports AP/AR when needed Collections from members and clients on past due accounts Send out invoices for monthly billings and for organizations supported by CBS when needed Membership Sponsorships Insurance Reporting Financial Reporting and analysis including Statement of Activities and Balance Sheet, and supplemental for all entities Update Client Gift Card utilization and liability reports Updating deliverable key measures report Administration Entering, running, and mailing payables each week for all entities Open Mail daily and distribute Scan receivables to director, reconcile deposit and take to bank weekly for all entities Provide office and administrative support functions support to include scanning and filing for all entities All other duties and projects assigned by director
in Microsoft Excel applications. Understand and honor high level of confidentiality. Promote integrity. Strong work ethics Insurance processor duties: Research and apply insurance payments from clients to the appropriate system invoice. Research insurance claim payments in the AS/400 to identify correct claim based on customer information, date of service and service/material procedure codes and related charges.
Continuously improve methods for research and in order to effectively and efficiently process transactions Process transactions , apply cash, member bills, resubmit invoices, write-offs, etc. Follow data processing guidelines to meet established departmental standards. Communicate
with supervisor regarding transactions processed in a timely manner. Identify and recommend systems and process modifications necessary to improve the efficiency and effectiveness of the Assignment processes..
and private equity marketplace. About Us Alvarez & Marsal (A&M) is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. A&M continues to be privately held since its founding in 1983.
A&M's leadership is about bias towards action and the willingness to tell clients what we think is needed. Our restructuring heritage sharpens our ability to act decisively. Clients select us for our deep expertise and ability to create and deliver practical, rather than theoretical, solutions to their unique problems in addition to our independence/objectivity. These are the core differences that distinguish us from other
management consulting firms. With over 8,000 people across five continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges.
Our senior leaders and their teams help organizations transform operations, catapult growth, and accelerate results through decisive action. Insurance & Risk Advisory Services (IRAS) is internally aligned with A&M Private Equity Performance Improvement Services (PEPI) practice. IRAS provides insurance industry advisory and risk management advisory services. IRAS insurance industry advisory serves the insurance industry vertical with finance, strategy and operations consulting for
insurance companies, brokers, and intermediaries. IRAS risk management advisory services all industries, with an emphasis on serving the private equity marketplace, with risk management and insurable risk management solutions.
OVERVIEW Our insurance practice operates with highly experienced teams who are accustomed to solving complex problems and delivering rapid results. Unlike other advisors, A&M brings the proven capability and experience to develop and implement solutions in support of business transformations. Insurance Strategy & Transformation solution professionals provide the following services: Strategy: Formulate strategy, design target operating models, de-risk execution Transformation: Design and implement large scale complex transformation programs that generate sustainable outcomes Value creation: Identify financially impactful strategies to increase enterprise value through optimization of product, process, organization, and technology.
Transaction support: Provide an integrated approach that focuses on key value drivers for sponsors in the areas of: Due diligence 100-day plans Merger Integration Carve-out / Divesture Stand-up Operations This candidate will have consulting experience to the insurance industry and will specialize in transactional support and strategic process improvement.
If you have a passion for tackling complex, heart of the business issues, A&M will provide a challenging environment in which to apply and grow your skills. The candidate will provide technical project management, business process redesign, analytical support, and strategic services in a C-suite advisory / consulting environment. RESPONSIBILITIES Lead projects and client engagements that focus on large-scale complex transformations Advise clients by analyzing corporate challenges, driving cost reductions, revenue growth and profitability improvement Assist clients to develop and deploy target operating model plans including strategy development, business functions analyses, change management, and program execution Support transformation projects including risks, issue analysis and business case development, process redesign, technical and functional requirements design assistance, user experience enhancement, and program and change management Develop complex business improvement plans and lead all projects independently Deliver on private equity focused initiatives (interim management, strategic planning, capital management, business transformation, performance improvement) Develop financial analyses, scenarios to determine key business drivers that will have the most impact on business performance Proactively manage client's expectations, anticipate project risks, obstacles, and develop contingency plans Assign appropriate resources, remove barriers, and monitor project outcomes Identify and pursue opportunities in the market and lead team to deliver required services on project engagements Collaborate with IRAS leadership and support business development activities Contribute to sales pursuits by generating new client business and/or adding on business from current client Manage and develop client relationships for long term opportunities.
QUALIFICATIONS Recognized as an expert in the insurance performance improvement area, bringing to bear their skills and experience to create measurable, improved outcomes for our clients Extensive insurance experience (12+ years) as a consultant to the insurance industry Strong insurance marketplace relationships Industry experience with (Re)insurance, brokerage, Property & Casualty, or Life & Annuities Track record of success leading complex performance improvement projects Emphasis on core Insurance operations (claims / policy management / underwriting) and performance / process improvement, leveraging deep analytical skills Experience in process modeling, target operating models, and leading transformation change Excellent interpersonal and communication skills including the ability to articulate to senior members of target management, client representatives and colleagues Strong project management skills Flexibility to work as both a team member in a collaborative setting and as an individual contributor Ability to thrive and be effective in fast-paced settings Self-motivated and effective in a fast-paced culture Ability and willingness to travel High proficiency in Excel and Power Point Bachelor's Degree in Insurance, Business Administration, or other relevant degree with a preference for advanced education including MBA, JD or other The salary range is $150,000 - $275,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography.
In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details. #LI-JB1PDN-9a4f0d-a474-d57ccceb0820
Summary The Insurance Audit Specialist plays an important role in the organization by performing a number of tasks related to the company's Insurance functions. The role is primarily responsible, under general supervision, for providing timely job duties related to insurance monetary transactions.
Essential Functions Review and validate accuracy of insurance data. Ensure all appropriate and required actions have been taken at Closing. Provide timely quality assurance reporting to Management as needed. Complete independent research in order to resolve insurance-related issues. Ensure established SLAs are appropriately followed. Ensure appropriate vendor management and oversight; monitor
vendor SLA reports, activities to ensure compliance with contracts. Ensure compliance with Federal, Regulatory, State and Investor guidelines, including but not limited to the following: Fannie Mae, Freddie Mac, FHA, VA, USDA, HOEPA, CFPB, FEMA and RESPA.
Provide accurate and complete information to resolve issues, and follow up on any outstanding issues or commitments promptly and when promised. Stay current on changes in industry regulations. Qualifications High school diploma or equivalent required, some college courses preferred, along with one or more years total work experience in mortgage/banking; a viable combination of experience and education will be considered. Preferred knowledge
of the complete mortgage servicing process from origination to payoff.
Proficient in Microsoft Office with competencies in Excel, general computer programs, and general office equipment: Data Entry 8,000KPH Typing Speed 40WPM Ability to work under general supervision. Ability to collaborate and work as part of a team. Strong verbal and written communication skills. Strong problem solving and analytical skills with attention to detail. Ability to work well in a fast-paced environment. Highly motivated and determined to succeed in a competitive, time sensitive industry. Proficient in organizing projects, prioritizing work, and completing multiple tasks accurately.
Ability to research discrepancies independently. Proactive attention to Customer Service. Respectful, accountable, with a high degree of integrity. Continuously seeks knowledge and strives for improvement. Delivers the unexpected. Maintains a positive attitude. 10-key by touch strongly preferred. Bi-lingual preferred. Supervision General supervision required, depending on experience level. Apply sound judgment in execution of core job responsibilities. Travel: 0%. Requirements Physical: Work is primarily sedentary; mobility in an office setting. Manual Dexterity: Frequent use of computer keyboard and mouse.
Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e. g. words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media. Environmental: Office environment - no substantial exposure to adverse environmental conditions. Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.
Guild Mortgage Company is an Equal Opportunity Employer. Targeted Salary: $15.77/hr to $20.87/hr Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant's geographical location. PDN-9a6a610a-c255-499c-8dbf-c9b8d0e104ef
and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture. This position could be based in the following alternate location: White Plains, NY (New York)The Senior Associate in the Corporate Compliance Department is responsible for managing the compliance oversight programs for our Group Membership Association Division (Group Affinity/Association) and Business Solutions Department (Group Employer).
Working closely with compliance management, business leaders and subject matter experts, as well as Legal, Government Affairs, Internal Audit and other stakeholders,
the Senior Associate will support the business in complying with all federal, state, local rules and regulations, and internal compliance requirements. Responsibilities Manage the compliance oversight programs for Group Membership Association Division (Group Affinity/Association) and Business Solutions Department (Group Employer) Collaborate with other departments to investigate and resolve compliance issues.
Including partnering with the business develop and implement corrective action plans to address known issues Provide timely and consistent compliance guidance to the business. Including partnering with the business in establishing compliance policies & procedures Collaborate with
the business to formulate and execute compliance reviews of the business, including identifying scope, reviewing procedures & documentation, identifying issues, and communicating findings Develop best practices and efficiencies in the oversight program Track laws and regulations and assist the business with identifying applicable regulatory requirements Host a quarterly meeting with key personnel from the business, legal, compliance, and risk to discuss compliance issues, requirements, tasks, projects, initiatives, etc.
that may impact the business Manage the Canadian group insurance compliance programs to ensure NYL's compliance standards are met Periodically backss consumer complaints and review draft responses crafted by the business Engage with the business to assist with gathering information for regulatory reporting Review and validate data received from the business and TPAs in response to market conduct exams and regulatory inquiries Prepare reports for regulators, senior management and other NYL departments Identify, backss, and communicate current or emerging compliance trends, issues, and risks to management Support other group insurance business areas as needed, particularly our Group Benefits Solutions business that provides group employer solutions.
Handle special projects as needed Qualifications and Job Requirements Bachelor's Degree At least 8-10 years of experience in a compliance role within an insurance company. Experience with non-employer groups and affinity groups preferred Knowledge of state regulations governing group benefits, including regulations governing group disability insurance. Ability to interpret regulations and find applicability to the business Experience partnering with Third Party Administrators that perform services on behalf of the business Familiarity with second line of defense compliance strategies Possesses strong critical thinking skills, ability to backss complex problems, and develop innovating solutions Excellent written and oral communication skills with the ability to present information in differing degrees of detail and form depending on the audience Excellent organization skills, ability to prioritize multiple tasks and follow through to meet deadlines Analytical skills to identify possible solutions using experience, judgment, and precedents Self-starter, proactive and exercises good judgment Works independently as well as within a team environment Salary range: $90,000-$135,000 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Click here to learn more about our benefits.
Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. We invite you to bring your talents to New York Life, so we can continue to help families and businesses " Be Good At Life.
" To learn more, please visit Linked In , our Newsroom and the Careers page of . Job Requisition ID:89610PDN-9a7f4d27-0d67-4f34-982f-2e8badf7c85f
