Total 32 finance banking insurance job vacancies in dc washington g c sw 500

• Coordinates eDiscovery efforts among litigation teams, outside counsel, FDIC IT personnel and other agency stakeholders.
• Provides technical advice in the development, enhancement, and maintenance of eDiscovery support systems (whether on-premises or cloud-based) and related hardware of significance to the storage and recovery of electronically stored information.
• Analyzes and makes recommendations regarding plans for the development, issuance, and implementation of policies that direct the course of eDiscovery litigation support across organizational lines.
• Implements determined necessary upgrades and improvements to existing eDiscovery applications.
• Provides guidance and collaborates with outside litigation support consultants retained to provide technical services to FDIC attorneys during investigations, discovery, trial and regulatory enforcement proceedings.
• Participates in various aspects of contracting, including the development of selection factors for litigation support contracts, cost/benefit analyses for use in evaluating competitive bids, task order development, and performance-based contracting.

Starting at $129,904 Per Year (CG 13)

• Provides project leadership in corporate financial systems related projects. Analyzes the financial impact, cost savings, and improved efficiency and effectiveness of on-going and proposed maintenance and security projects, and presents findings and recommendations.
• Assists in developing procedures, policies, and system solutions and enhancements to accommodate policy or system changes across the Corporation that affect the financial systems or processes and ensures compliance with financial, accounting and information security standards and policies.
• Provides consultation and recommendations to senior management in the evaluation of new or improved financial information systems technology and/or applications software. Researches current or emerging technologies, and determines whether to adopt new releases or updates.
• Leads and conducts functional and technical tests and validations of upgrades, external and internal software releases, DIT mandated testing, disaster recovery, user acceptance testing, contingency planning efforts, enhancements and maintenance for NFE and other financial systems, legacy and external systems that interface with or use NFE data.
• Supports and coordinates financial system interfaces with internal and external applications, batch processing, allocations, and closing processes including, performing activities to open/close accounting periods. Troubleshoots issues and assists with reconciliations and testing to ensure accuracy and timeliness.
• Develops, performs, and maintains reconciliations of processes to ensure that data and reports are accurate. Creates queries and reports for exception and due diligence monitoring of configuration data elements.

Starting at $153,507 Per Year (CG 14)

At the full performance level, major duties include:

• Responsible for student enrollment and slot management for select Corporate University (CU) and Federal Financial Institutions Examinations Council (FFIEC) training courses. Develops and distributes materials describing training programs and solicits estimates of training needs from internal and external training contacts.
• Responds to requests and inquiries, providing training contacts with information on how they can participate in CU training programs and resolving issues. Oversees the work of training technicians and course administrators, monitors and ensures accurate and timely communications and pre-course materials are transmitted to class participants.
• Manages all aspects of the development of the annual training calendar for Corporate University (CU) to include analyzing responses from needs inquiries and applying appropriate guidelines to determine number of sessions of each CU program and timing of those sessions.
• Develops appropriate guidelines regarding setting training calendars, scheduling and organizing classes, slot management, tracking and controlling the availability of classrooms to efficiently and effectively accomplish the training and educational requirements and goals of the FDIC and its Divisions.
• Maintains and analyzes detailed course enrollment data to facilitate slot solicitation and scheduling process, monitor operational efficacy, and identify process improvements.
• Analyzes trends in planning and budgeting for the enrollment curriculum programs and adapts techniques for continuous improvement and effectiveness of Registrar processes and procedures. Organizes and analyzes statistical data to produce reports and recommend changes.

Starting at $109,243 Per Year (CG 12-13)

• Provides advice and counsel to all FDIC Divisions and Offices and senior management officials on specific cases and matters. Provides opinions in adversarial proceedings where legal questions posed are of a complex or sensitive nature.
• Provides Alternative Dispute Resolution (ADR) consultation on specific cases and matters, including contractual, professional liability, commercial, regulatory, liquidation and outside counsel and mediators.
• Designs organizational conflict management systems for all FDIC Divisions and Offices to prevent or manage conflict.
• Researches, monitors and reviews ADR cases, statutes and regulations to keep the FDIC current in its understanding and application of applicable ADR law.
• Designs, delivers, coordinates and evaluates conflict management, ADR, mediation, and negotiation training for all FDIC Divisions and Offices.

Starting at $153,507 Per Year (CG 14)

• Takes the lead on the negotiation and consummation of complex settlements in cases.
• Oversees and/or plans and executes all aspects of assigned litigation.
• Prepares legal briefs, office memoranda, and other documents on complex or sensitive legal and litigation issues, including those involving questions of first impression and with conflicting precedent that require extensive research and analysis.
• Maintains close communication with outside counsel to ensure compliance, consistency and accuracy of substantive and procedural positions and briefs pending before state and federal courts, nationwide, on behalf of or against the FDIC in any capacity.
• Identifies legal issues related to civil and bankruptcy litigation and conducts legal research.
• Responsible for identifying and managing matters related to commercial litigation that arise from the FDIC’s role as receiver, liquidator, or conservator of failed financial institutions.

Starting at $153,507 Per Year (CG 14)

At the full performance level, major duties include:

• Evaluates recruitment data, analyzes trends, costs and program effectiveness; and drafts policies, procedures and guidelines related to the recruitment program.
• Provides recommendations on attracting, recruiting and selection of a diverse and highly qualified workforce through effective recruitment planning, sourcing, and use of marketing and communications tools.
• Designs and develops recruitment training, monitors and updates the recruiters’ website, and evaluates nationwide efforts to meet hiring goals.
• Establishes and maintains recruitment networks and alliances with a wide variety of professional, educational and employment communities.

Starting at $91,143 Per Year (CG 11-12)

• Coordinates eDiscovery efforts among litigation teams, outside counsel, FDIC IT personnel and other agency stakeholders.
• Provides technical advice in the development, enhancement, and maintenance of eDiscovery support systems (whether on-premises or cloud-based) and related hardware of significance to the storage and recovery of electronically stored information.
• Analyzes and makes recommendations regarding plans for the development, issuance, and implementation of policies that direct the course of eDiscovery litigation support across organizational lines.
• Implements determined necessary upgrades and improvements to existing eDiscovery applications.
• Provides guidance and collaborates with outside litigation support consultants retained to provide technical services to FDIC attorneys during investigations, discovery, trial and regulatory enforcement proceedings.
• Participates in various aspects of contracting, including the development of selection factors for litigation support contracts, cost/benefit analyses for use in evaluating competitive bids, task order development, and performance-based contracting.

Starting at $129,904 Per Year (CG 13)

• Analyzes legal cases and documents, statutes, regulations, and other legal sources for precedential or analogous information and/or argument.
• Reviews citations to a variety of legal authorities and confirms whether the cited authority supports the stated proposition; conforms often complex legal citations to Bluebook system of citation and court rules; locates and retrieves copies of cited cases and other legal authorities (routine and extraordinary) from various digital sources.
• Performs legal research of substantial variety and complexity in the Section’s specialty area; researches multifaceted legal questions and presents conclusions and summaries of research in written memoranda and oral format.
• Proofreads their own work, as well as the work of others, and identify both substantive and non-substantive errors, create detailed and accurate charts, and accurately compile data from various sources.
• Develops and/or maintains workload tracking and evaluation systems and supporting data for pending matters; prepares evaluative analysis of data and/or statistical information about workload as requested.
• Assists in the development of strategies in connection with FDIC legal matters; develops solutions for knowledge transfer and management practices of the legal support function.

Starting at $91,143 Per Year (CG 11)

EDF Energy is a core part of the EDF Group, one of the largest energy companies in Europe with key business operations in the UK, France, Italy and Belgium. We're the UK’s largest producer of low-carbon electricity, the biggest supplier of electricity by volume in Great Britain, the largest supplier to British businesses and we employ more than 13,000 people. We operate nuclear, coal and gas power stations, wind farms, and combined heat & power plants. We have a focus on safe, dependable energy generation and an ethos of service excellence. We are playing a leading role in new nuclear build in the UK to secure a bright future for the combined business and its employees.

Energise Your Career, Accelerate a Net-Zero Future #RenewablesJobs

The opportunity
As Finance Transformation Manager, you will be responsible for supporting the Head of Finance
- Group with the multiple significant digital transformation, continuous improvement and regulatory reporting change initiatives and programmes taking place across the finance function. As we accelerate a net zero future the organisation has an ambitious growth strategy with a plan to deliver significant finance transformation activity, including an ERP implementation in the near term. This role will be pivotal in building a finance function that is fit for the future.
What you’ll be doing

As Finance Transformation Manager, you will be responsible for leading the finance transformation activities for the finance function in accordance with the enterprise wise change framework. With the organisation continuing to grow exponentially, increasing our use of systems and automation tools needs to match this. This exciting role will lead on multiple change and improvement initiatives along with the groupwide finance transformation programme, including the implementation of a new ERP system and subsequent continuous improvement and automation activities.

- Developing and implementing a comprehensive finance transformation roadmap aligned with the organisations strategic goals.
- Managing the direct and indirect teams engaged on finance transformation activities, fostering a culture of continuous improvement and innovation. Providing training and support.
- Managing the planning, execution, and delivery of finance transformation projects, ensuring they are completed on time, within scope, and on budget.
- Leading the implementation of a new ERP system, including project planning, stakeholder management, and change management.
- Utilising project management methodologies to track progress, manage risks, and ensure successful project outcomes in line with the organisations Business Change Project Management Framework.
- Coordinating cross-functional teams to achieve project milestones and deliverables.
- Identifying inefficiencies in existing financial processes and implement solutions to streamline operations and enhance productivity end to end.
- Driving automation and digitisation of financial processes to improve accuracy and reduce manual workloads.
- Working closely with cross-functional teams to ensure that finance requirements are incorporated into business processes and systems.
- Developing and executing financial systems and technologies that support the transformation goals.
- Establishing best practices for financial management, reporting and insight generation across the organisation.
- Maintaining an up-to-date understanding of emerging financial technologies and their potential applications.


Closing
Closing date for applications: Sunday 11th August 2024

Why EDF Renewables?

At EDF Renewables UK & Ireland we’re committed to tackling climate change. Our rapidly growing team of 500 talented people share an ambition to create a net zero future where clean, green, energy powers all our lives.
It’s a huge ambition and time is of the essence if we are to play our full part in meeting the UK and Ireland’s challenging net zero targets. With our unique mix of technologies including onshore and offshore wind, solar PV, battery storage and green hydrogen we are the UK & Ireland’s most diverse generator of renewable energy.
To achieve our goal of generating a massive 10GW of renewable energy by 2035, we’re working with stakeholders and communities throughout the UK and Ireland to unlock the enormous potential of the low carbon energy sector.
If you’re passionate about tackling climate change to create the cleaner, greener future we all want, we would love you to come join us.

Join us, and let’s do good together.
What do you need to be great at this role?

Knowledge and experience

- Experience in finance transformation, including experience leading ERP implementations and automating financial processes.
- Strong project management skills, with the ability to manage complex projects from start to finish.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with stakeholders at all levels of the organization.
- Strong analytical and problem-solving skills, with the ability to identify issues and develop solutions.
- Experience working in a fast-paced, dynamic environment.
- Strong leadership skills, with the ability to motivate and inspire team members.


Functional / technical skills

- Able to manage, coach, mentor and develop a small team of finance professionals.
- Able to provide robust but diplomatic challenge to managers, based on evidence and analysis.
- Have consulting skills to ask the right questions and get to the route of issues.
- Able to provide change management support and coaching
- Able to work in a fast paced organisation and prioritise conflicting activities.
- Strong attention to detail.
- Strong communication skills, both written and verbal.
- Act with complete integrity and confidentiality.
- Passionate about continuous improvement and development of skills and knowledge.


Pay, benefits and culture

If you’re looking to join a company where you can work hard, have fun, and help to create a Net Zero future – then you’re in the right place!’

Our passion for embracing new ideas and being open-minded to change helps us continue to grow successfully.

We’re committed to helping all of our people thrive during their time with us, recognising and rewarding every person for their hard work and commitment.

Alongside a competitive salary, bonus, and market-leading pension scheme, we offer a range of flexible benefits and employee discounts to help you thrive across all aspects of your life. You can spend your flexible fund on the benefits that matter to you, whether that’s an electric vehicle, private healthcare, additional holiday or one or more of our other benefits.

We’ll offer you the flexibility, freedom and responsibility to make an impact in your role; whether that’s on-site, in the office or hybrid working from home.

We’re committed to championing diversity representation across gender, ethnicity, LGBT+, disability and more. This applies to all our roles, underpinned by our Everyone’s Welcome inclusion programme.We’re a disability confident employer and we’ll do all we can to help with your application, making adjustments as you need.

• Melakukan kunjungan langsung kepada debitur dengan usia tunggakan 4 – 30, 31 - 60 hari dengan melakukan validasi kondisi, analisa, penagihan, pelacakan serta melakukan follow up pembayaran nasabah dan memastikan pembayaran nasabah sudah terinput ke sistem sehingga kualitas AR dalam periode tersebut sesuai dengan target yang telah ditetapkan
• Menjaga kualitas pembayaran debitur agar selalu tepat waktu, meminimalisasi kerugian perusahaan yang diakibatkan debitur wanprestasi, melakukan resurvey atau informasi yang valid mengenai adanya pelanggaran proses kerja dari tim marketing dan kredit sebagai bagian dari budaya anti-fraud management

• Bertanggung jawab atas manajemen keuangan dan akuntansi perusahaan, termasuk penyusunan anggaran, pengendalian biaya, dan analisis keuangan.
• Mengawasi penyusunan dan penerbitan laporan keuangan, memastikan kepatuhan dengan standar akuntansi dan peraturan hukum.
• Berpartisipasi dalam penyusunan dan pelaksanaan strategi keuangan perusahaan, mengoptimalkan proses dan sistem keuangan.
• Membantu tim manajemen dalam perencanaan keuangan dan manajemen risiko.

Connect Appointments are seeking a proactive and motivated individual to join our client's team as a Finance Administrator within their Washington site.

What's on offer?

• Monday to Friday
• 07:30 to 16:00 OR 08:00 to 16:30
• £24,000 - 27,000 depending upon experience
• Full training and support to assist you

Working as a Finance Administrator, your duties and responsibilities will include:

• Raising and sending sales invoices and purchase orders
• Collating information for purchase invoices, delivery notes and purchase orders
• Raising and closing down jobs on our "Big Change" job watch system
• Filing, monitoring emails, and answering calls
• Liaising with customers to request uplifts and providing information
• Chasing customer debt
• Backing up the admin department and working with the engineering managers

To be successful within this admin role you will have ideally have previous experience in a similar role, with knowledge and experience of Sage 50.

Do you meet the requirements above?

APPLY NOW or give us a call on 0191 7314 800, we look forward to hearing from you!

Job Title

Finance Director - Account Based

Job Description Summary

Reporting to the Chief Financial Officer of C&W Services, the Strategic account finance leader will serve as a key business partner to the Senior Vice Presidents and Vice President, Client Services, to deliver valuable commercial insights across supporting a key strategic C&W Services client. This role will support approximately $350 million of revenue. It will provide the strategic finance framework for decision support, forecasting and the annual plan that will guide more profitable decision making. He or she will be responsible for managing several direct reports on a day-to-day basis.

Job Description

Key Responsibilities

• Oversee development of annual budgets and monthly forecasts for key accounts
• Prepare variance analysis and work with operations to ensure that budgets and forecasts are achieved; identify ways to minimize risks and opportunities to drive top-line growth or improve margin
• Manage both the monthly client and internal closes; ensure all reporting and transactional processing requirements are complete and accurate
• Ability to interpret, structure, and implement contracts to minimize risks and to ensure adherence to contract requirements including billing, AR collections, reporting, and KPIs
• Develop and maintain strong working relationships with client contacts
• Act as an integral part of account senior leadership teams to ensure business decisions are analyzed from a finance perspective prior to implementation
• Work with analytics and other teams to automate reporting and other client requirements
• Team with Commercial Solutions on pricing for rebid and renewal proposals
• Support executive leadership and operations with ad hoc financial analysis
• Support Controllership with annual audit and ad hoc requests
• Oversee and sign off on monthly, quarterly, and annual SOX controls related to Revenue, Accounts Payable, Journal Entries and Balance Sheet Reconciliations
• Authorize Capital Purchases, Vehicle Leases, Ad Hoc Payroll and Master Data changes
• Assist in the preparation of quarterly business review decks including KPIs and various analytical reports
• Coach and educate operations team on financial related topics, policies, and procedures; ; experience presenting to large audiences

• Work with operations, corporate finance, and legal on contractual matters, including audits
• Lead a team, identifying each individual’s strengths, weaknesses and support needs and guide their training and development
• Ensure corporate policies and procedures are adhered to

Requirements

• 10+ years related professional experience – FP&A, Controllership, and/or Operational Finance
• Industry experience – manufacturing, distribution, or professional services preferred
• In-depth knowledge and practical experience with budgeting, forecasting, general accounting, SOX, contract set up, billing, purchase orders, calculation of billable hourly rates, transactional processing, month-end close, capital investments, leases, and variance analysis
• Experience collaborating with customers (internal and external) on all finance matters noted above and as a general business partner; ability to communicate financial concepts to a non-financial audience
• Experienced people leader
• Ability to respond effectively to the most sensitive inquiries or complaints
• Experience developing and enhancing processes and controls; experience improving transactional efficiencies and leveraging of ERP systems (JD Edwards/Oracle ideal but not required)
• Strong analytical and communication skills supported by advanced Excel and PowerPoint skills
• Keen sense of urgency and attention to detail, takes ownership of work, elevated level of customer service, resilient, self-starter, and a has a can-do attitude
• College degree with a major or concentration in finance, accounting, or economics
• Ability to occasionally travel to customer sites to work with site management
• CPA (or equivalent) or MBA ideal but not required

#LI-Remote

Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.

The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications.

The company will not pay less than minimum wage for this role.

C&W Services is an Equal Opportunity / Affirmative​ Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, sexual orientation, gender identity, protected veteran status or any other characteristic protected by law.

In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email HRServices@cushwake.com. Please refer to the job title and job location when you contact us.

03/19/2024

Address:

6780 Meadowvale TownCtr Cir #2

Retail Banking Sales & Service

IFIC or CSC must be complete

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

• Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
• Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
• Contributes to business results and the overall experience delivered in the branch.
• May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
• Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Complies with legal and regulatory requirements for the jurisdiction.
• Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
• Completes complex & diverse tasks within given rules/limits.
• Analyzes issues and determines next steps; escalates as required.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Basic specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

$35,000.00 - $52,000.00

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

3401 South 19th St, Tacoma, Washington, 98405, United States of America

The candidate must reside in Tacoma, WA, or the surrounding area. This role requires regular visits to clinics in the greater Pierce County, WA, area on a regular basis.

This role is 90% remote and 10% travel. Travel to our DaVita clinics to provide education and guidance to DaVita patients about health insurance and the implications of different insurance options is required.

This vital, patient-centered role provides education and guidance to DaVita patients about health insurance and the implications of different insurance options. This position helps patients understand their insurance options and make informed employment and insurance decisions. The Insurance Counselor will help alleviate the stress that dialysis patients often experience in navigating complicated insurance options and employment decisions while also managing their healthcare needs. 

To be successful, the Insurance Counselor must have a passion for customer service and the ability to build trust and rapport with patients and teammates. Teammates in this role will gain expertise in motivational interviewing as well as expert knowledge of commercial and government health insurance benefits, financial assistance programs, and work leave options.

ESSENTIAL DUTIES & RESPONSIBILITIES:

The following duties and responsibilities generally reflect the expectations of this position but are not intended to be all inclusive. The scope of the Insurance Counselor is primarily supporting patients who have existing commercial insurance coverage or who are uninsured.

• Conducts patient insurance education while operating within established compliance parameters of the company
• Identifies and effectively communicates opportunities to better the insurance status of the patient to help reduce or alleviate financial risk and burden
• Provides information to patients to help them find and/or secure options for insurance coverage and other financial assistance programs as necessary
• Provides a high-level of customer service to patients across multiple DaVita Dialysis facilities to ensure educational needs are met and to ensure patient questions or issues are addressed effectively
• Completes insurance assessments/evaluations for patients to accurately document patient education sessions
• Acts as a liaison between patients, facility teammates, billing office and the corporate office to resolve patient insurance issues and/or concerns
• Builds and maintains relationships with field partners (e.g. Home Program Departments, Facility Administrators, Social Workers, Administrative Assistants etc.) to ensure seamless patient support
• Works closely with supervisor/manager to meet objectives, deadlines, and reporting/measurement requirements as they pertain to patient education.
• Provides monthly reporting and analysis on key metrics related to patient education and advocacy as well as actively participates in monthly operations reviews on assigned patient portfolio
• Seeks to find opportunities for continued process improvement and reviews ideas with team and operational leadership
• Attends team meetings, phone conferences, and trainings as needed; may assist with onboarding and training of new teammates or other duties as assigned

EXPERIENCE, EDUCATION, TRAINING, OR QUALIFICATIONS

• Full vaccination against COVID-19 or a medical/religious exemption is required.
• High School Diploma or equivalent is required
• 90% remote work; 10% travel to local facilities education and guidance to DaVita patients about health insurance is required
• This role requires basic computer skills, high speed internet (minimum of 40 GB), a private workspace, and secure transportation to DaVita facilities to perform the duties of the job
• Minimum of two years’ experience working with Medicare and Medicaid insurance as well as commercial insurance plans and benefits (PPO, HMO, POS, EPO, Indemnity) strongly preferred
• Minimum of two years’ experience in a healthcare organization working with clinical staff and patients preferred
• Intermediate computer skills and proficiency in MS Word, Excel, PowerPoint, and Outlook required Power Point preferred
• Bilingual/Spanish Speaking strongly preferred

What We’ll Provide:

More than just pay, our DaVita Rewards package connects teammates to what matters most. Teammates are eligible to begin receiving benefits on the first day of the month following or coinciding with one month of continuous employment. Below are some of our benefit offerings.

• Comprehensive benefits: Medical, dental, vision, 401(k) match, paid time off, PTO cash out
• Support for you and your family: Family resources, EAP counseling sessions, access Headspace®, backup child and elder care, maternity/paternity leave and more

• Professional development programs: DaVita offers a variety of programs to help strong performers grow within their career and also offers on-demand virtual leadership and development courses through DaVita’s online training platform Star Learning.

At DaVita, we strive to be a community first and a company second.  We want all teammates to experience DaVita as "a place where I belong."  Our goal is to embed Diversity & Belonging into everything we do in our Village, so that it becomes part of who we are.  We are proud to be an equal opportunity workplace and an affirmative action employer.  As such, individuals are recruited, hired, assigned and promoted without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, protected veteran status, or any other protected characteristic.

Salary/ Wage Range

$17.50 - $30.00 / hour

Compensation for the role will depend on a number of factors, including a candidate’s qualifications, skills, competencies and experience and may fall outside of the range shown. DaVita offers a competitive total rewards package, which includes a 401k match, healthcare coverage and a broad range of other benefits. Learn more at https://careers.davita.com/benefits