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Ability to follow detailed written or verbal instructionsHave the abilities and knowledge to use hand and power toolsAble to pass a criminal record history check given by the Department of EducationPossession of low-pressure black seal boiler license, HVAC training certificate or other trade licenses/training documentation preferred.
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What you will do Assist clients, partner Financial Advisors, Portfolio Manager Teams, and Platform (TAMP) partners with client on-boarding and new account inquiries. Work on daily reports from platform partners to ensure onboarding data accurate and solve for discrepancies in data; troubleshoot issues and follow up with developers on tech problems Open new accounts and process daily Outstanding Actions Report and review KYC/AML for proper onboarding Maintain database that houses all client, Financial Advisor, and partner firm contact information including the processing of all changes partner’s broker dealer and/or RIA changes.
$40.35 an hourFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Sales & Client Service Coordinate with Relationship Manager and AML/Compliance and/or OFAC Sanctions Team for any BSA or sanctions related cases follow-up. Coordinate account opening process: gather KYC documentation; submit account application; draft account opening form for Account Servicing Group Draft client agreements for new account documentation Maintain client contact list Analyze customer activity variance related to GTB customer independent review and reach out to customer for justification Act as back up to RM while SHE/HE is travelling for business and/or out of the office on vacation to ensure proper follow up on incoming inquiries.
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The Accounts Receivable Manager is responsible for the outstanding professional account follow-up (includes staff productivity). The Accounts Receivable Manager must be fully versed in the CUP revenue cycle process from charge capture to account reconciliation.
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Each lead that you add to your account will be assigned to a sales manager to call and follow up with the customers via phone calls. This position is fully remote, and all you need is a strong internet connection and a phone or a laptop to be able to chat with customers and use the company's software.
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EDUCATIONAL / TRAINING REQUIRED: New York State RN License, Associated degree of Nursing or higher 2-3 years of Case Management experience or 1 year of OPWDD experience Competent with Electronic Health Record For more information and to apply, please contact: Yanet Haile Account Manager, Bond Health Staffing 5824 12th Avenue Brooklyn, NY, 11219 Office: 1-718-302-0040 ext.
$93,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Maintain ongoing relationships with key decision makers; leverage industry contacts to "follow" decision makers as they moveAttend sales meetings, food shows, and vendor, marketing and industry events to network with prospective accountsShare skills and experience with TMs in at 1 – 2 sales meetings/year i.e. how to on-board, do account research, penetration, warming and closing techniquesOther duties assigned by manager.
$142,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Ability to identify net-new business and acquisition·Manage account services through quality checks and other follow-up. ·Follow up on new leads and referrals resulting from field activity and lead generation sources.
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ResponsibilitiesEstablish customer relationships and follow up with customers, as needed. ResponsibilitiesEstablish customer relationships and follow up with customers, as needed. As a member of our agency team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent.
$33,000 (commission)Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Job brief:We are looking for a talented professional services manager to join our growing customer success team. 3 years of account management experienceExperience with product management and/or project managementGood mathematical skillsRelationship-oriented individualWilling to work U.S. hoursIdeally familiar with SaaS, including customer experience and user experience.
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Follow-up with assigned partners and escalate any billing or collection issues or delays to Client Account Manager. Reporting to the Client Account Manager, the Client Account Specialist is responsible for successful execution of the billing and collection strategy for their assigned partners or office/practice groups in conjunction with firm best practices as well as in accordance with client requirements.
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The Medical Billing and Collection Specialist is responsible for ensuring accurate billing, timely submission of electronic and/or paper claims, monitoring claim status, researching rejections and denials, documenting related account activities, posting adjustments and collections of Medicare, Medicaid, Medicaid Managed Care, and commercial insurance payers.
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Preparation of bills, including narrative descriptions, transfers and on account applications, with strong attention to detail and proofreading. Monitor assigned partners monthly aging AR reports and take appropriate action to ensure each invoice is paid on time and in full; direct teams to follow-up on underpayments and help with resolution, as needed.
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If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! Use a customer-focused, needs-based review process to educate customers about insurance options.
$62,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Key Account Manager (KAM) position is a hospital-based or integrated sites of care-based position focused on launching and selling innovative products in the assigned institutional accounts, including integrated delivery networks (IDNs) and alternate sites of care for infusion.
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