Total 153 Finance / Banking / Insurance job vacancies in FL Remote

Genworth Financial India Private Limited is a wholly owned subsidiary of Genworth that works closely with our Strategic suppliers based out of India, providing services to Genworth’s businesses globally.

At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care—and we bring those experiences with us to work in serving our millions of policyholders each day.

We apply that same compassion and empathy as we work with each other and our local communities. Genworth values all perspectives, characteristics, and experiences so that employees can bring their full, authentic selves to work to help each other and our company succeed. We celebrate our diversity and understand that being intentional about inclusion is the only way to create a sense of belonging for all associates. We also invest in the vitality of our local communities through grants from the Genworth Foundation, event sponsorships, and employee volunteerism.
Our four values guide our strategy, our decisions, and our interactions:
• Make it human. We care about the people that make up our customers, colleagues, and communities.
• Make it about others. We do what's best for our customers and collaborate to drive progress.
• Make it happen. We work with intention toward a common purpose and forge ways forward together.
• Make it better. We create fulfilling purpose-driven careers by learning from the world and each other.

POSITION TITLE
Manager, LTC Claims Payment Servicing

POSITION LOCATION
Remote work in India

SCHEDULE
Available to work a shift, generally 8 hours, between the hours of 1pm to 12:30am Indian Standard Time zone. Specific hours to be determined by Hiring Manager after hire.

YOUR ROLE
As an Operations team member, you’ll play a crucial role in delivering world class customer service and capabilities to our policyholders—now and in the future. In this role you will be part of the team in Genworth India. You will, as a leader of the Payment Servicing Team, oversee a team of claims representatives as well as partner closely with the Eligibility and Contact Center teams to provide an extraordinary claims experience for our customers. You will work in a fast -paced environment across multiple products, ensuring claims handling follows policy provisions, internal guidelines, and Compliance requirements and will be responsible for the processing and payment of long-term care claims. We operate daily with integrity and character to achieve outstanding results. You will be working with best-in-class employees with a diverse background in a very fun and engaging environment.
At Genworth, we are committed to caring for our customers and for the safety of our colleagues. As you are working remotely, high speed internet is required, and a distraction free area is preferred.

What you will be doing
• We will count on you to drive excellence, both individually and as a company. You will leverage available tools to increase productivity, profitability and ensure extraordinary service to our customers.
• You will confidently drive individual and team accountability through cultivating feedback, having crucial conversations, and excelling in performance management. As a result, your employees will know how to do their job well, why it matters and how they fit into the organizational strategy.
• As a passionate and energetic leader, you will care for yourself and your team by creating a positive work environment where you and your employees can be challenged and grow within the organization. Through transparent and authentic leadership, you will motivate your team by explaining the why, establish relationships that cultivate trust, and empower your employees to be their best.
• Clear and candid communication- is key. Listening to learn will be an essential behavior that enables you to ensure diverse perspectives, champion great ideas and successfully navigate through cross-site and cross-functional teams. Through your words and actions, you will cast a vision, to inspire and lead your team and to create partnerships across One Operation.
• You will collaborate with leadership and partner with other areas across the business to understand strategy, direction, tactical and strategic requirements and recommend process improvements as appropriate.
• You may occasionally be asked to help deepen others’ understanding of our processes and provide support as they grow in their role. This includes, but is not limited to, training/creating training material, side-by-side, group adjudication support, mentoring, and participating in buddy programs.
• As part of our collaborative organization, you will provide insights, best practices, and share knowledge within Payment Servicing and to departments that support our teams such as QA, IT, Compliance, Eligibility and Contact Center
• To support our customers and our business needs, you may be asked to do work outside of this role for periods of time; training and/or guidance will be provided if so
• For the purpose of maintaining a highly engaged organization of professional employees, you will uphold our 4 core values in all interactions.
• You will be expected to have consistent, reliable, and predictable attendance to support the needs of the business.

What you bring
• Language Skills: The candidate must have a fluent command of the English language. Ability to handle work conversations, written documents as well as effective listening comprehension.
• Strong knowledge of international processes in BFSI preferably in Insurance for North American market
• Most recent role should be in team management at Assistant Manager or Manager grade
• Must be flexible, open to change, can quickly adapt and influence others when change is implemented.
• Proven experience developing people and building relationships, understanding that success is achieved not only through goals met but through developing strong, engaged employees.
• Must be confident in challenging the status quo and be comfortable speaking to any audience.
• Proven ability to understand, interpret and comprehend contract language, disability processes, nursing home licensing and rehabilitative requirements.
• Strong analytical skills and ability to use MS Excel to create reports
• 5+ years leading teams in financial/insurance industry is preferred
• 8+ years of experience in customer service and/or operations
• Bachelor’s degree preferred

Employee Benefits & Well-Being
• We have a real impact on the lives of the people we serve
• We work on challenging and rewarding projects
• We give back to the communities where we live
• We offer competitive benefits including:
• Medical and Life Insurance
• Annual Leave up to 25 business days
• Parental Leaves: Maternity, Paternity, Adoption
• 12 Casual leave days per year
• 12 Sick leave days full pay per year
• 11 Paid Holidays per year
• Utility Allowance for Telephone and Internet
• Employee Assistance Program
• Business Travel Accident Insurance
• Gratuity Eligibility
• Retirement Saving Plans

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Underwrite an Ocean Marine book of business.  Job entails marketing, analyzing risks along with setting terms and conditions of a contract.  An underwriter is expected to produce business and make an underwriting profit for the company.

• Marketing, producing accounts, understanding Ocean Marine exposures, primarily Hull and Liability, knowing how to price account and the policy forms to use.  The underwriter must make sure he writes his business within the reinsurance guidelines.  The goal is to write a growing profitable book of business.

• Expected to travel for marketing as required

• Must have a strong working relationship with the broker market in the West Coast USA region.

• Must understand the Lines of business, forms and pricing the exposures written.

• Must be able to work as a team member, including the USA Marine Team in NY.  Communication skills are needed.

• Must be disciplined and conservative to maintain an underwriting standard of writing quality business at a profitable level.

Key Outputs: 

• Must see a flow of business in from brokers.

• Must analyse risks.

• Must set proper terms and conditions including pricing to make an underwriting profit.

• Must never exceed the aggregation limits set by management. 

• Must work within the parameters of our reinsurance treaty. 

• In addition to the above key responsibilities, you may be required to undertake other duties from time to time as the Company may reasonably require

Experience:

• 5 Plus years’ experience in Marine Underwriting

• Strong understanding of the different lines of business in the Marine space.

• Strong knowledge of the West Coast US Region with working relationships with the broker market.

Salary Range:

The expected base salary range for this position is $100,000 - $140,000 annual.

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At Core Specialty, you will receive a competitive salary and opportunities for professional development and advancement.  We offer medical, dental, vision, and life insurances; short and long-term disability; a Company-match of 100% of a 6% contribution 401(k) plan; an Employee Assistance Plan; Health Savings Account, Flexible Spending Account, Health Reimbursement Account, and a wellness program

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
• Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
• Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
• Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
• Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
• Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
• Provide guidance to CSRs with respect to the sales and referral process.
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
• Act with confidence by answering customer questions and owning customer issues.
• Maintain a position of trust and responsibility by keeping all business confidential.
• Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
• Adhere to established policies and procedures while opening/servicing the full range of Retail products.
• Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
• Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• College degree or work experience providing transferrable skills, or, combination of education and experience.
• Experience in the financial industry preferred.
• Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
• Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
• Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
• Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
• This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.

WORKING CONDITIONS:

• Normal office environment.
• Extending viewing of computer screens.
• This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.
• Travel outside of the affiliate will be required for various classroom training sessions.

#LI-DS1

Retail Personal Banker Associate I- Tampa/Clearwater, FL Areas

LOCATION -- Clearwater, Florida 33761

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Grasama and Lesha Pty Ltd t/a Railway Tavern

Cook

Full-time/Permanent

$70,000 - $73,000

Duties and Responsibilities:

*Daily preparation of all ingredients and menu items
*Follow recipes, portion controls, and presentation specifications
*Prepare food for special dietary needs
*Prepare and store all meat, poultry and vegetables and other food according to standard and following procedures closely
*Maintain a clean kitchen and use kitchen appliances and equipment safely
*Restock all items as needed throughout shift and ensure items are as ordered and standards are met
*Understand and maintain knowledge of proper use and maintenance of all equipment in cooking station
*Ensure that all health, safety and hygiene regulations are strictly adhered to at all times
*Undertake cleaning, sanitation of all kitchen areas

Qualifications and Experience:

Relevant AQF Cert III or IV and 2-3 years’ relevant experience.

Chef

Full-time/Permanent

$73,000 - $75,000

Duties and responsibilities:

*Prepare and properly present food for regular service and functions
*Supervise and coordinate activities of kitchen staff
*Collaborate with Restaurant Manager to plan and develop recipes and menus, considering factors such as seasonal availability of ingredients, the likely number of customers, portion size and final menu price
*Provide costings of new menu items
*Check the quantity and quality of received products to ensure correct items are as ordered and standards are met
*Monitor and maintain stock levels to reduce wastage
*Inspect equipment, work areas and general supplies to ensure conformance to established health and safety standards
*Instruct and train other kitchen workers in the preparation, cooking, garnishing and presentation, etc. of food
*Monitor and enforce sanitation practices to ensure that employees follow standards and regulations
*Determine production schedules and staff requirements necessary to ensure timely delivery of services
*Assist in recruitment and induction of kitchen staff
*Discuss with the Restaurant Manager any equipment purchases and repairs required
*Meet with customers to discuss menus for special occasions such as weddings, parties and banquets
*Other managerial tasks associated with the operation of the kitchen, as required

Qualifications and Experience:

Relevant AQF Diploma and 2-3 years’ relevant experience

Restaurant Manager

Full-time/Permanent

$73,000 - $76,000

Duties and Responsibilities:

*Set operating goals and objectives
*Assess staffing requirements and recruit staff when needed
*Train and coach staff
*Ensure staff know and adhere to established codes of practice
*Organize and monitor staff schedules
*Co-ordinate restaurant operations during each shift
*Monitor adherence to health, safety and hygiene standards in kitchen and restaurant
*Ensure compliance with restaurant security procedures
*Ensure alcohol regulations are adhered to
*Oversee preparation of food and beverage items
*Ensure adherence to set recipes
*Observe size of food portions and preparation quantities to minimize waste
*Interact with customers to ensure all inquiries and complaints are handled promptly
*Plan and co-ordinate menus with Chef
*Prepare and analyse budgets, monitor costs and implement strategies to reduce costs
*Analyse food and beverage costs and assign menu prices
*Plan and monitor restaurant sales and revenue
*Organise and supervise marketing and promotional activities
*Check and order supplies of non-food items
*Identify and estimate food and beverage supply requirements and place orders with suppliers
*Negotiate purchase prices and develop preferred suppliers

Qualifications and Experience:

Relevant AQF Diploma and 2-3 years’ relevant experience.


Events Coordinator

Full-time/Permanent

$70,000 – $73,000

Duties and Responsibilities:

*Researching local markets to identify opportunities for events;
*Undertaking marketing and promotion of the facility and the offerings to attract repeat and new business;
*Liaising with clients to ascertain their precise event requirements;
*Producing detailed proposals for events (e.g. timelines, suppliers, legal obligations, staffing and budgets);
*Agreeing to, and managing a budget;
*Ensuring insurance, legal, health and safety obligations are adhered to;
*In collaboration with the Restaurant Manager and Chef, assisting with negotiations for space contracts and booking event spaces, arranging food and beverage, ordering supplies and audio visual equipment, making travel arrangements, ordering event signs, and ensuring appropriate décor (florals, linens, colour schemes, etc.) to meet the quality expectations of clients;
*Organising facilities for car parking, traffic control, security, first aid, hospitality and the media;
*Identifying and securing speakers or special guests;
*Planning room layouts and the entertainment programme, scheduling workshops and demonstrations;
*Coordinating staffing requirements and staff briefings;
*Preparing delegate packs and papers;
*Coordinating with suppliers, handling client queries and troubleshooting on the day of the event to ensure that all runs smoothly;
*Overseeing the dismantling and removal of the event structures and clearing the venue efficiently;
*Post-event evaluation via feedback from stakeholders.

Qualifications and Experience:

AQF Associate Degree, Advanced Diploma or Diploma
Minimum 2 years’ experience

3515 Swiss AveSte B, Dallas, Texas, 75204-6223, United States of America

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 health care 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) and a private workspace, and secure transportation to DaVita facilities to perform the duties of the job
• Minimum of two (1) 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 (1) 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 StarLearning.

#LI-ID1

Salary/ Wage Range

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  

Complete Tyre Solutions are the fleet management specialist strategically placed where our customers’ needs are.
With operations across Western Australia, South Australia, and the Northern Territory, we offer our clients 24/7 breakdown assistance, delivered through a fleet of modern vehicles with start-of-the-art equipment.
Our fleet management capability supports customers across mining, energy, transportation, civil, agriculture and their associated industries.
We pride ourselves in using a data-driven approach that leads to efficiency and productivity gains for our customers, improving their bottom line, whilst promoting the safety of their people and assets.

Tyre Fitter – Bunbury, Karratha, Port Hedland, Karratha & Pilbara WA
We are currently looking for full-time Tyre Fitter with relevant experience to join our team based in Southwest and Pilbara region permanently.
Based on the tools, working from our workshops, you will also be operating out on the road as a service fitter, whilst providing expert advice and expertise to our expanding customer base.
Ideally, we are looking for a candidate with strong customer service, capable of the tools, who can self-manage and keep the workshop organized.
We are looking for a current resident of Karratha or someone open to relocating to the city.

Your Daily Tasks will Include:
• Repairing, replacing, and fitting vehicle tyres
• Performing seasonal tyre changeovers
• Selling truck, crane and OTR vehicle tyres
• Performing tyre diagnostics (e.g., checking tyre condition, pressure, and tread depth)
• Checking and adjusting wheel balance, alignment, and rotation
• Inflating vehicle tyres
• Helping customers choose products that meet their requirements.
• Preparing quotes and invoices
• Ensuring work areas and tools are kept tidy and in good working order.
• Complying with all safety standards and procedures


Ideally, you will have the following skill set and abilities:
• Previous experience with truck tyres
• Some exposure to OTR, Earthmovers, is desirable.
• A truck licence (car manual licence minimum requirement)
• UR21916 - Certificate II in Automotive Tyre Servicing Technology (or similar)
• Knowledge of mechanics, electrical and electronic systems, and tyre technology
• Manual dexterity, precision, and accuracy
• Ability to provide vehicle maintenance and technical support.
• services without supervision
• Strength and physical stamina
• Time management and planning skills.
• Critical thinking skills
• Client-focused mentality
• Ability to work as part of a team.

To facilitate our expanding business, we have brand new trucks and equipment.
This is a wonderful opportunity for you to progress in your career in the Pilbara region.
Upskilling and certificate-level accredited training are available across many skill sets, enabling us to develop your future career prospects.
We are looking for residential applicants, or those wishing to relocate to Karratha.
Paying between $36/hr and $42/hr, depending on experience.

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including competitive compensation, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Calgary-855 2nd St, SW, 8th FL

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Client Relationship Management, Community Connections, Customer Experience (CX), Group Problem Solving, Mortgage Documentation, Mortgage Lending, Mortgage Process

Do you have a passion for doing the right thing for customers and making their experience the best they could possibly imagine? Are you a team player who is adept at collaborating across internal teams? Is a culture where “People Count,” “We Do the Right Thing,” and “We Hold Ourselves to Very High Standards” important to you? If so, Guardian is seeking a Client Manager who will be the main contact for the client ongoing escalated service and relationship. They are directly accountable for client satisfaction and enhancing the client experience.

You will:

• Assume overall responsibility for managing planholder/client accounts for Premier brokers (2-999 lives) with the objective of ensuring that client satisfaction, persistency, growth, and profitability goals are achieved.
• Build strong relationships with clients and brokers/consultants through in-market presence.
• Work closely with the respective sales representative to gain their buy-in for the account management strategy and position.
• Strategically manage the lifecycle of a client to develop the right solutions to their benefit needs.
• Balance the needs of the client with those of the business.
• Achieve yearly financial growth & persistency goals. 

You have:

• BA or BS degree preferred or equivalent work experience.
• Minimum of 3 years of group insurance experience servicing accounts and/or account management.
• Strong customer service acumen.
• Demonstrated success in dealing with brokers/consultants as well as sophisticated clients.
• Ability to analyze data to influence and execute on renewal decisions along with deploying the right solutions for the client.
• Ability to leverage all sales enablement technology, training, and tools with proficiency in key technology platforms:  Microsoft Office suite: PowerPoint, Word, Outlook, Teams; Concur; Tableau, Salesforce.
• Ability to operate in a virtual environment and effectively build rapport virtually.

• Ability to adapt to changes in a fast paced and dynamic environment.
• Depth of experience and knowledge of relevant industry products and processes including, but not limited to Worksite, LTD, Dental products and absence management, online enrollment, experience rating, dental network analysis processes.
• Consultative Selling Skills and the ability to influence and persuade.
• Virtual communication, presentation, consultative selling, and relationship building skills.
• Team player with ability to build relationships and effectively interact both internally and externally with people at all levels of the organization and customer orientation.
• Ability to collaborate across internal teams including collaborative selling.
• Strategic and critical thinking and basic math skills.
• Openness to change and new ways of working across the board, but specifically including the ability to execute new strategies/tactics to drive results to maximizing current broker base.
• Ability to exercise sound judgment and deal with conflict.
• Ability to exude confidence and demonstrate optimism and positive attitude.
• Advanced organizational and time management skills.
• Must achieve required industry licensing within 90 days of date of hire and maintain license through completing Continuing Education requirements.

Location:

The preferred location for this position is Tampa, FL. The work arrangement will be remote / work from home with occasional travel in the territory.

Our Promise

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals.  Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

 

Inspire Well-Being

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.

Health Care

• Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits

• Dental plan

• Vision plan

• Health care accounts – flexible spending, health reimbursement, and health savings accounts

• Critical illness insurance

Life and Disability Insurance

• Company-paid Life and Disability insurance plus voluntary supplemental coverage

• Accident insurance

Retirement and Financial

• 401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable

• Complimentary 1:1 financial guidance with a licensed Fidelity representative

Time Off and Remote Work

• Flexible work arrangements (part in-person/part remote)

• Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement

• Personal holidays for colleagues to use in recognition of religious, cultural, or civic days

• Paid parental leave and paid family and medical leave policies

Emotional Well-being and Work-Life

• Emotional well-being, mental health, and work/life resources powered by Spring Health

• Wellness programs, including fitness program and equipment reimbursement

• Child, adult, and elder back-up care support through Bright Horizons

• Adoption assistance

• College planning

• Tuition reimbursement

• Student loan assistance

• Commuter benefits in select metropolitan areas

Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

 

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com.

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

Position Responsibilities:

This position will be assigned to manage the Syndication Servicing team and will be responsible for servicing commercial loans that are agented by the CIBC Bank USA as well as loans that are agented by other financial institutions in accordance with the Bank’s policies and procedures. 

Essential Duties Include:

• Act as a liaison between the Bank, the customer or participant banks for all transactions and balancing issues
• Manage performance by providing fair and accurate formal feedback
• Reconcile PVTB system against bank notices
• Review appropriate reports to solidify data integrity
• Other tasks/projects as required within the department.

Qualifications:

• At least 4 years of experience performing loan services in a financial institution.
• Detailed and process oriented with a focus on integrity and accuracy of information.
• Strong prioritization and analytical skills.
• Ability to meet deadlines, demonstrate excellent communication skills, and provide exceptional customer service.
• Understanding of financial services operations, infrastructure and payment processing.
• MS Office Skills.
• ACBS and Metavante experience preferred.
• Understanding of accounting and bank sub-systems capabilities.
• Can operative effectively as a lead and as an individual contributor.

CIBC:

At CIBC, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents and empowers teams to do what’s right for the client and to do it well. As part of our team, you will:

• Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and home.
• Connect: Work in a place where the right technology and infrastructure foster innovation, collaboration, and creativity.
• Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning, and comprehensive product training.
• Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits programs, retirement savings, and more.

California residents — your privacy rights regarding your actual or prospective employment 

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

IL-70 W Madison St, 8th Fl

Employment Type

Regular

Weekly Hours

40

Skills

Analytical Thinking, Business Operations, Customer Service, Hiring, Operations Management, Operations Support, People Management, Prioritization, Process Improvements, Taking Initiative, Technical Knowledge

Processing and Policyholder Services Support III – Implementation Lead

Job Description

Are you a problem solver who has a passion for providing outstanding service, is excited by managing timelines and possesses good interpersonal skills to effectively interface between the operational areas and customers? Is a culture where “We believe people count,” “We do the right thing,” “We courageously shape our future together” and “We go above and beyond for the people we serve” important to you? If so, Guardian is seeking a Policyholder Service Associate III, within the Account Implementation team, to coordinate and manage all aspects of a single or multi-product benefit implementation for new customers and existing customers adding additional benefits to their existing group plan in the Select and Premier broker segment.

You are

A self-motivated, customer-centric, detail-oriented individual who is fueled by collaboration, proficient in oral and written communication, and thrives in partnering with others to meet customer needs in a fast-paced, deadline-driven environment.

You will

• Serve as the single point of contact for Plan Holders and Brokers throughout the case implementation process.
• Educate customers about Guardian capabilities, required information, and timelines to set clear expectations to drive a positive implementation experience.
• Communicate and manage implementation timelines and milestone dates, monitor progress, and remove barriers.
• Facilitate the timely gathering of implementation information and enrollment data to ensure accuracy of the first bill and a positive customer experience.
• Lead calls with Brokers and customers to set expectations, obtain information regarding the implementation, and answer customer inquiries.
• Understand and influence (when applicable) the customer’s upfront enrollment/re-enrollment strategy. 
• Collaborate and coordinate with internal and external teams to ensure a successful implementation and that administrative system are set up correctly.
• Identify opportunities to streamline, improve and evolve the end-to-end process and enhance the customer experience.
• Proactively anticipate and address customer questions, troubleshoot, and resolve implementation issues timely.

Reporting Relationship

You will report to a Team Leader, who reports to the Head of Implementation, Group Benefits Operations.

You have

• 3 years of insurance industry experience or equivalent in a service-related function
• Bachelor’s Degree required or equivalent work experience in business, operations, or related field preferred
• The aptitude to promote consumer-centric decision making.
• The ability to accelerate impact and lead and embrace change.
• Excellent written and verbal communication skills required.

Location

• Bethlehem, PA with work-from-home flexibility.

The primary location for this position is Remote, with a work arrangement of Work from Home.

Our promise

• Through skill-building, leadership development, and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards

We offer     

• Meaningful and challenging work opportunities to accelerate innovation in a secure and compliant way.
• Competitive compensation package.
• Excellent medical, dental, supplemental health, life, and vision coverage for you and your dependents with no wait period.
• Life and disability insurance.
• A great 401(k) with company match.
• Tuition assistance paid parental leave and backup family care.
• Dynamic, modern work environments that promote collaboration and creativity to develop and empower talent.
• Flexible time off, dress code, and work location policies to balance your work and life in the ways that suit you best.
• Employee Resource Groups that advocate for inclusion and diversity in all that we do.
• Social responsibility in all aspects of our work. We volunteer within our local communities, create educational alliances with colleges, and drive a variety of initiatives in sustainability.

About Guardian

Guardian has been helping people protect their futures and secure their lives for 160 years. Every day, we serve approximately 29 million people through a range of insurance and financial products. We help people and their families pursue financial security and well-being in life, health, and wealth. We help companies take care of their employees. And we help people recover and thrive after unexpected loss.

From our founding in 1860, when a community of immigrants joined together to insure and protect their businesses and families, doing the right thing for our policyholders and customers has guided everything we do. Our dedication to customers has helped us remain one of the most highly rated in client satisfaction and financial strength. And as one of the largest mutual insurance companies, we know what matters most: putting the needs of our customers first. Because everyone deserves a Guardian. Learn more about Guardian at www.GuardianLife.com.

© Copyright 2021 The Guardian Life Insurance Company of America, New York, NY

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Salary Range

$41,060.00 - $61,595.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals.  Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-Being

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.

Health Care

• Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits

• Dental plan

• Vision plan

• Health care accounts – flexible spending, health reimbursement, and health savings accounts

• Critical illness insurance

Life and Disability Insurance

• Company-paid Life and Disability insurance plus voluntary supplemental coverage

• Accident insurance

Retirement and Financial

• 401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable

• Complimentary 1:1 financial guidance with a licensed Fidelity representative

Time Off and Remote Work

• Flexible work arrangements (part in-person/part remote)

• Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement

• Personal holidays for colleagues to use in recognition of religious, cultural, or civic days

• Paid parental leave and paid family and medical leave policies

Emotional Well-being and Work-Life

• Emotional well-being, mental health, and work/life resources powered by Spring Health

• Wellness programs, including fitness program and equipment reimbursement

• Child, adult, and elder back-up care support through Bright Horizons

• Adoption assistance

• College planning

• Tuition reimbursement

• Student loan assistance

• Commuter benefits in select metropolitan areas

Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com.

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

SUMMARY

Assisting underwriters with servicing files and attaching information. Clerical duties and communication with other departments and with brokers as required.

ESSENTIAL DUTIES & RESPONSIBILITIES

Include the following:

• Assist underwriting staff with servicing files & attaching pertinent information to files
• Communicate internally with other departments via e-mail and telephone
• Communicate externally with brokers as required
• Clerical duties, such as filing and pulling files as required
• Preparing Certificates of Insurance
• Editing & formatting of documents using a variety of software & programs
• Reviewing documents for accuracy
• Other duties as assigned

CERTIFICATES, LICENSES & REGISTRATION

Not Applicable

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• A strong work ethic, good organizational skills and the ability to work within a team environment
• Strong writing/language, and people skills
• Interest in being involved with community outreach and company culture
• Well-developed typing skills, understanding of Microsoft Office
• Driven attitude & the ability to work under pressure and with strict deadlines
• Positive & professional communication skills
• Ability to multi-task in a fast-paced environment
• Time management skills & ability to consistently meet deadlines
• Must be organized & detail oriented

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

1154 Celebration Blvd., Kissimmee, Florida, 34747-4605, United States of America

Candidate must reside in Orlando, FL, Lakeland, FL, or the surrounding area. This role requires visiting clinics within the greater Orlanda, Lakeland, FL 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 health care 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) and a private workspace, and secure transportation to DaVita facilities to perform the duties of the job
• Minimum of two (1) 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 (1) 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 StarLearning.

Salary/ Wage Range

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  

3450 Industrial BlvdSuite 100, West Sacramento, California, 95691, United States of America

Candidate must reside in Sacramento, CA, or the surrounding area. This role requires visiting clinics within the greater Sacramento County 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) and a private workspace, and secure transportation to DaVita facilities to perform the duties of the job
• Minimum of two (1) 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 (1) 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 StarLearning.

#LI-RH1

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  

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

The Internal Audit Director – Finance and Treasury Portfolio will focus on co-leading the Finance and Treasury Internal Audit team under the direction of the Audit Senior Director – Finance and Treasury, conducting audits in the areas such as general accounting, regulatory reporting, product control, liquidity management, capital management, and interest rate risk management.  The Internal Audit Director is a leadership position within the US Internal Audit Department responsible for the development and execution of a risk based audit plan that addresses the significant risks relevant to the Finance and Treasury Portfolio.  The Internal Audit Director develops strong relationships with Finance and Treasury business partners to obtain an understanding of the risks facing the organization and stay close to new developments impacting the business.  Additionally, the Internal Audit Director role will be responsible for leading, directing, evaluating, and developing audit professionals to ensure audit activities are conducted to high standards of accuracy, rigor, and credibility and according to regulations and industry standards.  The Internal Audit Director will also assist the Audit Senior Director in mentoring and developing the Finance and Treasury Internal Audit team to ensure team members continue to progress their careers. 

Responsibilities:

• Assist the Audit Senior Director – Finance and Treasury in developing a comprehensive audit plan for the Finance and Treasury Portfolio that addresses key regulatory requirements / expectations and provides a sound third line of defense risk based coverage
• Provide oversight in the execution of the audit plan through the review of detailed project plans that effectively incorporate appropriate risks, scope, staffing requirements, deliverables, timelines, budgets and client availability
• Demonstrate a forward-looking mindset to anticipate what is needed to timely meet objectives and department needs
• Oversee and manage multiple engagements at one time
• Participate in certain committees of the US Region to increase understanding and awareness of current issues and new developments
• Guide department personnel in their careers and provide learning opportunities through coaching and mentoring activities
• Collaborate with team members in Enterprise Internal Audit to ensure a consistent approach to auditing risk and ensure there is a robust exchange of information and ideas
• Provide guidance to the team in all phases of an audit as needed
• Expand the operational audit team’s knowledge of key banking requirements / regulatory expectations in the areas of finance and treasury management
• Prepare or review meaningful, relevant, and well-supported audit reports
• Effectively communicate findings to various levels of management
• Translate broad business strategies and key initiatives within assigned areas into effective, risk sensitive audit plans
• Assist the Audit Senior Director – Finance and Treasury in executing and evolving department strategy and governance
• Set the proper tone and culture for the department
• Contribute to the positive and team-oriented culture by maintaining cooperative relationships (assisting other project teams when necessary), facilitating the resolution of conflicts, sharing information, and accepting and providing feedback
• Work closely with management to promptly resolve any concerns that may arise and build trust. Serve as a business advisor and partner by providing the business unit and senior management with advice related to business issues and controls
• Demonstrate commitment to professional growth by assuming progressively more challenging assignments (in-line with standard audit career progression), proactively seeking relevant education and training opportunities, and expanding professional network
• Represent the Audit Senior Director or Head of Internal Audit – US Region in meetings with Audit Committee/Regulators as needed
• Ensure compliance with IIA Standards

Required Skills & Experience

• Bachelor’s Degree in Accounting, Finance or related field is required
• Professional certification such as Certified Public Accountant (CPA) or Certified Internal Auditor (CIA)
• Experience working in an Internal Audit department at a large US bank focusing on audits of the finance and treasury function
• Strong knowledge of US banking regulations, including Regulation YY
• 12+ years of relevant, progressive experience
• Big 4 or other professional services experience preferred
• Ability to work independently in areas of difficult or complex nature
• Project management skills, including the ability to manage shifting priorities
• Strong analytical, written/verbal communication, interpersonal, and relationship building skills
• High level of expertise in collaboration and communication with internal and external parties
• Exemplify a positive attitude, strong work ethic, team work and professionalism
• Ability to travel (10%)
• Experience with CCAR (Comprehensive Capital Analysis and Review) a plus

What CIBC offers

At CIBC, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents and empowers teams to do what’s right for the client and to do it well. As part of our team, you will:

• Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and home.
• Connect: Work in a place where the right technology and infrastructure foster innovation, collaboration, and creativity.
• Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning, and comprehensive product training.
• Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits programs, retirement savings, and more.

California residents — your privacy rights regarding your actual or prospective employment 

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

IL-70 W Madison St, 10th Fl

Employment Type

Regular

Weekly Hours

40

Skills

Audit Management, Internal Controls, Operating Effectiveness, People Management, Risk Based Auditing, Risk Management and Mitigation, Strategic Objectives, Technical Leadership

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