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RES Consultant GroupGlendale, CA
Nationally ranked CPA firm is hiring tax professionals who have experience working with large insurance company clients. This a great opportunity to advance your tax career in this space.  Recent CPA firm experience is a must. Senior Tax Accountant and Tax Managers are needed (Glendale, CA). Requirements Tax Senior and Tax Manager - Insurance Niche: Must have preparation of insurance company tax return experience. Experience with forms: 1120-PC, 1120 L, ASC 740, SSAP 101 Experience preparing more complex multi-state, consolidated corporation, partnership, and individual tax returns Prepare and/or review returns  Deliver tax services Strong computer skills and knowledge of this tech stack helpful: ProSystems FX, CCH engagement, Go Systems, One Source, Fast Tax Bachelor’s degree in accounting or related field MA in Taxation preferred, not required CPA license or on track to obtain (EA license is acceptable) 3-5 years of recent public accounting experience Insurance industry experience a plus Ability to prioritize effectively, multi-task, handle multiple assignments, and thrive with minimum supervision Excellent written and verbal communication and interpersonal skills For Tax Manager same skills as listed below under Tax Manager skill set. Benefits Unlimited paid time off – you set your days off to balance your work and personal life Access to state-of-the-art technology, research tools, and national and international resources Very low premium medical, dental, vision and life insurance 401(k) matching and 3% salary-based safe harbor added to your 401(k) annually Continuing education CPA exam course reimbursement After busy season and holiday parties Annual “ditch the office” day Spontaneous activities organized by the firm’s Fun Committee Firm fantasy football league, March madness, wellness programs Annual $300 charitable donation to your favorite charity Virtual and in-person gatherings Remote work environment or hybrid at Irvine, CA location If you feel you have the necessary qualifications to perform this job, please forward a current copy of your resume and state your salary requirements.

Posted 30+ days ago

Insurance Follow Up Specialist - Northgate-logo
Mindful Support ServicesSeattle, WA
*From $22-28 per hour DOE* This position is fully in-office at our Northgate headquarters. Have you been looking for a role that challenges you and gives you applicable skills to use in your career? Are you looking to work in a fast-paced, supportive environment? You’ve come to the right place! Mindful Support Services is a company dedicated to empowering therapists, psychologists and nurse practitioners to dive into private practice, without doing all of the leg work that comes with it. We provide high-quality billing, marketing, and administrative services to independent mental health care providers across the Pacific Northwest. Since opening in 2011, we have added over 2,000 providers throughout our 16 locations, and we are continuing to grow! We cultivate a collaborative, transparent and energetic culture and the necessary tools and support for you to succeed, both personally and professionally. About the role: The Insurance Follow-Up Specialist is responsible for reviewing rejected claims, posting insurance payments, and resolving outstanding insurance balances. Successful candidates will understand medical billing concepts, have excellent attention to detail and collaborate well with others. We encourage new ideas and creative process improvements that can make us a stronger team and company. Responsibilities include: Call insurances and use payer portals to resolve insurance denials. Focus on denials and 120+ resolution of claims. Communicate with providers about the status of outstanding insurance balances. Research and submit claims that are unable to be sent to insurances electronically. Resolve issues with claims that are electronically rejected by payers. Process and post insurance payments. Collaborate with team members to meet department goals and daily tasks. Requirements Requirements: Ability to communicate professionally, clearly, and effectively with management, staff and insurance companies One year of experience with the following: Resolving outstanding medical insurance AR by researching unpaid claims via insurance calls and portal navigation Claims reprocessing requests, corrected claims, and appeals Navigating many commercial insurances such as Blue Cross/Blue Shield, Aetna, Cigna, and Optum Working within an EHR system and the Microsoft Office suite including Excel and Outlook Posting medical insurance payments to an EHR system Navigating clearinghouse data and resolving rejected claims Behavioral health medical billing experience (preferred) Experience working with Apple computers and macOS (preferred) AdvancedMD experience (preferred) Benefits We provide our full-time employees with: From $22-28 per hour DOE 75% coverage of health, dental, and vision insurance 15 PTO days accrued annually in first year 6 paid holidays per year 401k matching Life Insurance Professional development training and opportunities for advancement We are an equal opportunity employer with a progressive workplace based on teamwork, integrity, and customer service. We are committed to cultivating the long-term professional potential of our team. Applicants from all fields are encouraged to apply. Background check required. Come join a strong team making an impact in the service world of mental health! It is a conflict of interest for an employee of Mindful Support Services to be a current client of Mindful Therapy Group. We request that individuals who are receiving clinical services at Mindful Therapy Group wait until their care is discontinued before beginning employment.

Posted 2 weeks ago

Insurance Sales Agent-logo
Baird & WarnerSchaumburg, IL
Adaptive Insurance Agency is seeking a motivated and client-focused Insurance Sales Agent to join our growing team. This role is designed for a professional who thrives on building relationships, responding quickly to warm leads, and delivering tailored insurance solutions that align with real estate transactions and client needs. As part of our referral-driven model, you will primarily engage with incoming calls and emails from our internal network of sales partners—allowing you to focus on new business sales rather than outbound prospecting and servicing. Warm Lead Management: Respond promptly to incoming calls, emails, and digital inquiries from real estate agents, loan officers, and referred clients. Guide clients through insurance options, answer questions, and recommend coverage tailored to their specific needs. Sales Execution: Present clear, personalized insurance solutions (auto, home, life, and other insurance products) and close sales efficiently to meet individual and team revenue goals. Follow up strategically with referred clients to ensure timely quotes and seamless policy onboarding. Relationship Building: Maintain strong working relationships with internal referral partners to maximize lead flow and build trust. Serve as a reliable, knowledgeable insurance resource for both clients and partners. Cross-Selling Opportunities: Identify opportunities to offer multiple policies to provide clients with comprehensive coverage and added value. Compliance & Documentation: Accurately complete applications, issue policies, and document all client interactions in accordance with state regulations, carrier requirements, and agency procedures. Collaboration: Partner with teammates and agency leadership to improve sales processes, service levels, and client experience. Requirements Proven track record in sales or customer-facing roles (insurance experience a plus) Property & Casualty license strongly preferred (or willingness to obtain) Life & Health license strongly preferred (or willingness to obtain) Excellent written and verbal communication skills Strong problem-solving abilities and attention to detail Customer-first mindset with a professional, approachable demeanor Ability to work independently, prioritize tasks, and manage a high volume of inbound activity Enthusiasm for helping people protect what matters most and achieve their financial goals Benefits PTO VTO Medical Dental Vision 401k with matching

Posted 2 weeks ago

Insurance Sales Representative-logo
The Shannon AgencyClarksville, TN
The Shannon Agency is thrilled to announce an opportunity for an Insurance Sales Agent to join our team in a fully remote capacity! We are seeking dedicated and career-minded individuals who are eager to help families safeguard their futures with life insurance and financial products. Partnered with esteemed A+ rated companies like Mutual of Omaha, you will be equipped to provide the best service to our clients. Prior experience as an insurance agent, health insurance agent, or in insurance sales is advantageous, but we also offer comprehensive training for newcomers post-licensure. A life insurance license is REQUIRED in your resident state.   In this role, you will embody the following traits: ·        Customer service-oriented (people person is a must) ·        Results-driven while remaining humble and coachable ·        Self-disciplined and capable of working independently ·        Exceptional communication skills ·        Eager to grow swiftly and potentially fast-track into management ·        Passionate about making a positive impact on others   As a member of the Shannon Agency, you will receive continuous support and resources to ensure your success. We pride ourselves on providing top-notch products and services to our clients. YES-- this is a sales position. NO-- There is no cold calling, door knocking, or high-pressure sales tactics! We engage exclusively with families and individuals who have requested our services. YES— You will benefit from a 100% commission-based income model along with company bonus potential (first-year full-time agents typically earn between $80k- $90k+). Requirements REQUIREMENTS Include: ·        Life and Health Insurance License for your resident state ·        OR a strong willingness to become licensed— we provide step-by-step guidance! ·        A professional demeanor while conducting business ·        Reliable internet connection and access to a computer or laptop ·        Valid driver’s license ·        Clean criminal record   The Shannon Agency is seeking more than just traditional salespeople; we want individuals who are coachable, teachable, and trainable! We value highly motivated individuals who are serious about positively impacting their lives, their families, and the clients we serve. If this resonates with you, we invite you to apply! Benefits Other Benefits Include: ·        Independent broker with selected A rated carriers to ensure meeting every client’s needs with competitive pricing ·        Advanced Commissions and Bonuses ·        Flexible schedule-full time & part time positions available ·        Free Comprehensive training ·        A superior company culture of teamwork

Posted 3 weeks ago

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Farmers Insurance - The Mountains & Western Slope of ColoradoDurango, CO
Farmers Insurance The Mountains & Western Colorado is seeking motivated individuals to join our team as Protege Insurance Agents. As a Protege Insurance Agent, you will have the opportunity to learn from experienced agents and develop the skills needed to build a successful career in the insurance industry. This is a great opportunity for individuals who are looking to start their career in insurance and receive comprehensive training and support. At Farmers Insurance The Mountains & Western Colorado, we believe in investing in our future. As a Protege Insurance Agent, you will receive hands-on training and mentorship from our experienced team. You will learn how to prospect for new clients, evaluate their insurance needs, and provide them with tailored insurance solutions. Additionally, you will have the opportunity to shadow experienced agents, attend industry seminars and workshops, and gain valuable insights into the insurance business. Responsibilities Assist with prospecting and generating leads for new clients Learn how to conduct insurance policy reviews and provide recommendations Assist with customer service inquiries and claims processing Shadow experienced agents to learn sales and marketing strategies Attend training sessions, workshops, and industry events Stay up-to-date on insurance industry trends and changes Collaborate with colleagues and support staff to achieve team goals Requirements No prior experience in insurance necessary - we are willing to train the right candidate Property, Casualty, Life & Health insurance producers license Strong communication skills, both verbal and written Excellent interpersonal skills and ability to build rapport with clients Self-motivated and eager to learn Ability to work in a fast-paced, team-oriented environment High school diploma or equivalent Bilingual abilities are a plus, but not required Benefits Competitive base salary Competitive commission structure Bonus incentive based on individual/agency performance Flexible Work Schedule Career Growth Development Opportunity for Advancement Paid Time Off - personal time and holidays

Posted 30+ days ago

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Freeway Insurance Services AmericaBaytown, TX
Sign-On Bonus Opportunity of up to $1,000* Pay Range: $12 - $18 / hour Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume of inbound sales leads and walk in traffic Comprehensive paid training and licensing with continuous on-going training and mentorship Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: Discount gym membership to over 12,200 fitness centers and 9,300 on-demand workout videos including a $15 a month reimbursement. Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems - at no cost Mental Health Benefit: 12 therapy sessions and 13 additional psychiatric sessions. Extra Perks: Access to disability, hospital indemnity, health advocate program, universal life, critical illness, and accident insurance plans. We even offer pet insurance Our Company: Confie and its family of companies - Freeway, Baja, Bluefire & others - is one of the largest privately held insurance brokers in the United States and has been ranked the #1 Personal Lines Leader by the Insurance Journal for the seventh straight year!. With over 800 retail store locations to choose from nationwide, we encourage you to take your career and income potential to new heights! We are proactively looking for bright, talented, and motivated individuals who are goal oriented and excited for career advancement. Come Grow With Us! What You Will Do: As an Insurance Agent you will be responsible primarily for the sale of nonstandard auto insurance to new and existing customers. Solicit new business and maintain current business levels in order to achieve or exceed sales production goals. Expand business by proactively building relationships with existing customers to meet the agreed upon production goals. Accurate accounting of all currency transactions as well as timely delivery of deposits to the bank with scanned documentation in agency management system. Connects very quickly; builds and leverages client relationships. Ability to educate and advise the customer on which products best fit their needs The Perfect Match: Personal Lines or Property and Casualty license preferred (but not required) Bilingual in English and Spanish preferred Sales or customer service experience High School Diploma or GED Ability to build relationships with sales customers Excellent follow-up and multi-tasking skills Ambitious professional motivated by opportunity for advancement Excellent written and verbal communication skills Insurance Sales Insurance Agent Hiring Immediately Freeway Auto Insurance

Posted 3 days ago

Insurance Sales Representative-logo
The Shannon AgencyWake Forest, NC
The Shannon Agency is thrilled to announce an opportunity for an Insurance Sales Agent to join our team in a fully remote capacity! We are seeking dedicated and career-minded individuals who are eager to help families safeguard their futures with life insurance and financial products. Partnered with esteemed A+ rated companies like Mutual of Omaha, you will be equipped to provide the best service to our clients. Prior experience as an insurance agent, health insurance agent, or in insurance sales is advantageous, but we also offer comprehensive training for newcomers post-licensure. A life insurance license is REQUIRED in your resident state.   In this role, you will embody the following traits: ·        Customer service-oriented (people person is a must) ·        Results-driven while remaining humble and coachable ·        Self-disciplined and capable of working independently ·        Exceptional communication skills ·        Eager to grow swiftly and potentially fast-track into management ·        Passionate about making a positive impact on others   As a member of the Shannon Agency, you will receive continuous support and resources to ensure your success. We pride ourselves on providing top-notch products and services to our clients. YES-- this is a sales position. NO-- There is no cold calling, door knocking, or high-pressure sales tactics! We engage exclusively with families and individuals who have requested our services. YES— You will benefit from a 100% commission-based income model along with company bonus potential (first-year full-time agents typically earn between $80k- $90k+). Requirements REQUIREMENTS Include: ·        Life and Health Insurance License for your resident state ·        OR a strong willingness to become licensed— we provide step-by-step guidance! ·        A professional demeanor while conducting business ·        Reliable internet connection and access to a computer or laptop ·        Valid driver’s license ·        Clean criminal record   The Shannon Agency is seeking more than just traditional salespeople; we want individuals who are coachable, teachable, and trainable! We value highly motivated individuals who are serious about positively impacting their lives, their families, and the clients we serve. If this resonates with you, we invite you to apply! Benefits Other Benefits Include: ·        Independent broker with selected A rated carriers to ensure meeting every client’s needs with competitive pricing ·        Advanced Commissions and Bonuses ·        Flexible schedule-full time & part time positions available ·        Free Comprehensive training ·        A superior company culture of teamwork

Posted 3 weeks ago

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Long Island SpeechStony Brook, NY
Our speech therapy practice is looking for a motivated, responsible individual to join our insurance and billing department in our Stony Brook office. This is a full time, in office position, Monday through Friday. Requirements Responsibilities of the job will include, but are not limited to: Calling Insurance Companies Checking Insurance Benefits  Patient Authorizations Communicating With Doctors’ Offices Answering Patient’s / Insurance Company’s Inquiries Billing Patients  Posting Payments Aging Reports Creating Spreadsheets Qualifications Meticulous and thorough work ethic Organized with exceptional time management skills Able to multitask with complete follow through Excellent communication skills via phone and email/written correspondence Accurate data entry Good internet skills with knowledge of word and excel Benefits Medical with a flex spending card; Dental & Vision 401K Paid Time Off Compensation: $20+/hr depending upon experience Submit resume to: hr@lispeech.com

Posted 2 weeks ago

Client Representative - Business Insurance-logo
Marsh McLennanLincoln, Nebraska
Company: Marsh McLennan Agency Description: Client Representative – Business Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 9,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Client Representative at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Client Representative on the Business Insurance team, you’ll: Process endorsements, audits, renewals, MVR requests, endorsement requests, certificate requests and other related tasks as needed. Invoice endorsements, audits, renewals and new business accurately. Compare and update schedules Backup for phone and mail duties as needed Updating computer database as needed. Assist Account Managers and other Associate Account Managers as needed. Ensures confidentially of information acquired. Provide administrative support including photocopying, faxing, scanning for email and filing. Consistently strives to make a positive contribution to customer satisfaction. Our future colleague. We’d love to meet you if your professional track record includes these skills: High School Diploma or equivalent, some insurance courses preferred. Ability to read and comprehend simple instructions, simple business correspondence, short correspondence and memos. Ability to add, subtract, multiply and divide. Ability to apply common sense understanding to carry out detailed written or oral instructions Ability to deal with standardized situations with only occasional or no variables. Ability to organize, streamline and prioritize workflow. Ability to work in a fast-paced environment. We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw Follow us on LinkedIn, Facebook, Instagram, and Twitter to meet our colleagues and see what makes us tick: https://www.instagram.com/lifeatmma/ https://www.facebook.com/LifeatMMA https://www.linkedin.com/company/marsh-mclennan-agency/ Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAUMW #MMABI

Posted 4 days ago

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Shelter Mutual Insurance CompanySumrall, Mississippi
A company built to serve you. It's your career, Shelter it! We are seeking an exceptional entrepreneur to make a difference in Sumrall, MS and become our newest Shelter Insurance Agent. • Do you have a desire to meet new people, develop new contacts, and become known in your community? • Are you passionate about serving your community? • Do you want to grow your sales, business, and networking skills to new heights? • Would you like to do what you love and love what you do? • Do you have a desire to control your own income? • Have you wanted to start you own business but extreme start-up costs stopped you in your tracks? If you answered “yes” to these questions, then you owe it to yourself to learn more about becoming a Shelter Insurance® Agent. At Shelter, we do not require a previous background in the insurance industry. While the experience is a plus, it is far from a necessity. Around half of our new Shelter Agents have never worked in insurance; our agents have backgrounds ranging from real estate and retail sales to education and coaching. What is required? A motivated attitude, an entrepreneurial spirit, and skilled capacity for effectively communicating with clients in a sales atmosphere. While some sales experience & a degree with general business courses is helpful, our mix of in-house and virtual new agent training schools, paired with continuing industry education courses, helps you build the foundation necessary to launch your agency. At Shelter we do not require prospective agents to have capital/assets on hand to be considered for an agency. We do not “sell” agencies and Shelter does not “loan” money to agents to begin their business. We provide the opportunity. The only expectations are that you meet sufficient sales requirements and core business proficiencies. If you are no longer a Shelter agent for any reason, your financial responsibilities are limited to any unsatisfied bills owed through your departure. This could include advertising contracts, telephone bills, and utilities. A true business owner’s mindset is required to succeed! While developing prospects and selling Shelter products in your agency will be your main focus, you may also have the opportunity to bring on staff to help you perform general administrative duties and improve your sales. If you possess a strong desire to be a business owner, a vigorous passion for helping people, and a desire to work for a company that strives to be a leader in its communities, then take the first steps to explore a partnership with Shelter Insurance Companies. Shelter has one of the top new-agent programs in the entire insurance industry, and if you are committed to hard work, we can help you launch your insurance sales career. Shelter Agents receive a tremendous amount of support as they build their business: Support to Launch Your Career Unlimited New Commissions Lucrative Bonus & Incentive Opportunities Exceptional Contract Benefits Professional Sales Training Subsidies & Office Staff Reimbursement, if applicable Computer & Technology Support Shelter has a purpose driven culture that centers on: Being a Leader in and Giving Back to Our Communities Diversity & Inclusion Financial Strength & Stability Our agents are achieving an unprecedented level of personal growth, career fulfillment and financial success. Take the first step towards operating your own Shelter Insurance Agency today! Applicants must be eligible to work in the United States. No relocation compensation . Sumrall, MS

Posted 30+ days ago

100% Work from Home Insurance Sales- LEADS/ NO COLD CALLING-logo
Global EliteRoanoke, Virginia
Due to the rapid expansion of our company, we are looking to hire new associates to our customer service team. Our company works with 45,000 union workers in California who require personal customer care. As a result of the increased demand of our client base, we are looking for highly motivated workers to counsel and serve working families. However, our service team is selective. We are looking for qualified candidates who have experience in customer service or sales, and are also flexible, adaptable and trainable. This is a full time position. WHO WE MARKET TO : We specialize in life insurance to protect different areas for the family with average income and health. We have too many requests for insurance through our niche market but not enough agents to help fill these requests. HOW WE GET PAID: Yes, this is commissions only! The commission schedule is designed to help you make money ASAP! You could be paid within a week of writing your first policy. Our average sale nationwide is for $1,000 in annual premium with 2 bonus structure associates are earning $600 just for one sale. TRAINING WE PROVIDE : We have made it so you can sell a policy in quickly. We provide you with all the training you will need on our carriers, products, sales scripts. Our job is to help you make money! Want to grow an agency? We can help you achieve that within months! NOT LICENSED? No Problem. We have many resources available to you to help get you started. Minimum requirements for consideration: Great Work Ethic Positive Attitude Outgoing Personality Ambitious Benefits Includes Health Insurance reimbursement Life insurance Bonuses Retirement Plan Weekly pay

Posted 3 weeks ago

100% Work from Home Insurance Sales- LEADS/ NO COLD CALLING-logo
Global EliteFrisco, Texas
Due to the rapid expansion of our company, we are looking to hire new associates to our customer service team. Our company works with 45,000 union workers in California who require personal customer care. As a result of the increased demand of our client base, we are looking for highly motivated workers to counsel and serve working families. However, our service team is selective. We are looking for qualified candidates who have experience in customer service or sales, and are also flexible, adaptable and trainable. This is a full time position. WHO WE MARKET TO : We specialize in life insurance to protect different areas for the family with average income and health. We have too many requests for insurance through our niche market but not enough agents to help fill these requests. HOW WE GET PAID: Yes, this is commissions only! The commission schedule is designed to help you make money ASAP! You could be paid within a week of writing your first policy. Our average sale nationwide is for $1,000 in annual premium with 2 bonus structure associates are earning $600 just for one sale. TRAINING WE PROVIDE : We have made it so you can sell a policy in quickly. We provide you with all the training you will need on our carriers, products, sales scripts. Our job is to help you make money! Want to grow an agency? We can help you achieve that within months! NOT LICENSED? No Problem. We have many resources available to you to help get you started. Minimum requirements for consideration: Great Work Ethic Positive Attitude Outgoing Personality Ambitious Benefits Includes Health Insurance reimbursement Life insurance Bonuses Retirement Plan Weekly pay

Posted 2 weeks ago

Insurance Agent - Albany, GA-logo
COUNTRY FinancialAlbany, Georgia
We’re looking for ambitious, entrepreneurial professionals who want to own their business and help clients prepare for life’s planned and unexpected moments with the right insurance products. COUNTRY Financial® Insurance Agents have the opportunity and the autonomy to build a rewarding, financially stable career while enriching lives in the communities we serve. The Career Our insurance agents take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: Diversify their income through our portfolio of property and casualty, life and health lines. Have the flexibility to manage their schedules to balance their careers and personal interests. Educate clients and prospects about our products and services. Collaborate with COUNTRY Trust Bank® Financial Advisors to inform clients of our financial products and services. Establish an office and build a staff. We Offer COUNTRY Financial® Insurance Agents have uncapped earning potential and: Opportunities to earn performance-based global trips and financial rewards. Access to continued learning and marketing resources. Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity and integrity. There is no buy-in required. Qualifications Successful COUNTRY Financial® Insurance Agents are: Entrepreneurial, motivated, and goal driven. A strong communicator with excellent business acumen. Committed to linking your efforts with tangible rewards. Passionate about making positive impacts in their communities. Required Licenses* Property/Casualty State Insurance License* Life/Health State Insurance License* Preferred Experience Bachelor’s Degree 2+ years of experience in the insurance and or financial services industry 5+ years of business ownership or managerial experience About Us COUNTRY Financial® is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. *These licenses are not required to apply; however, the candidate’s ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank®. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing. #LI-Agency

Posted 30+ days ago

Insurance Follow-up Specialist-logo
GetixHealthLakeland, Florida
Are you experienced in following up on insurance claims and ensuring payments are processed smoothly? We’re looking for an Insurance Follow-Up Specialist to help us streamline our billing process! In this role, you’ll contact medical insurance providers, resolve any issues, and ensure all necessary documentation is in place for timely payment. Whether you’ve got a background in medical billing, coding, or insurance follow-up, if you have at least 1 year of experience in any of these areas, we want to hear from you! Ready to put your expertise to work in a fun and supportive remote environment? Apply now and become a key part of our insurance follow-up team! Position Requirements: The Insurance Follow-Up Specialist is responsible for pursuing timely resolution of billed claims by contacting insurance carriers, reviewing patient account notes, determining eligibility when necessary, and supporting accurate and efficient billing processes. This role requires experience consistently following up with medical insurance providers to resolve claim issues and secure payments. Experience with medical billing and coding is acceptable. A minimum of one (1) year of direct experience in insurance follow-up or medical billing/coding is required—no exceptions. Please note: insurance verification experience alone does not meet the qualifications for this position. Residents in Polk County are required to be Onsite. Residents outside of Polk County can be remote and others in the office . Any remote position requires you have a dedicated, secure, home internet provider and your service can pass our required speed test. Position Responsibilities: Follow-up with insurance companies on billed claims regarding claim status and resolution of payments in a timely manner. Review patient account notes thoroughly to assess potential insurance benefit eligibility. Access client systems to verify insurance coverage and claim filing status prior to billing. Request and collect necessary documentation from clients to support accurate and complete insurance billing. Track and verify payments with accuracy, ensuring all payment activity is recorded appropriately. Contact patients when additional information is required to complete billing. Maintain thorough, efficient, and accurate documentation in all required systems for every task and interaction. Identify root causes of claim issues or delays, determine appropriate solutions, and escalate to management as needed. Ensure full compliance with all applicable Federal, State, and Local regulations as they relate to insurance billing and follow-up. Adhere to company policies and procedures in all aspects of the role. Provide feedback to leadership on recurring issues or areas of opportunity within workflows or systems. Make recommendations to implement improved processes. Perform other duties as assigned by management. *** Pay Range: $16 -$18 based on experience*** Qualifications: High School Diploma or General Educational Development (GED) certificate or equivalent relevant work experience desired. Previous insurance/medical billing/customer service experience preferred. EPIC knowledge is a plus Proficient personal computer skills, including Microsoft Office. Excellent interpersonal, written, and oral communication skills. Ability to work in a team fostered environment. Ability to prioritize and organize work in a multitasked environment. Ability to adapt to a flexible schedule. Ability to maintain the highest level of confidentiality. Work Environment: Office environment / ONLY applicants residing outside of Polk County may be remote. Ability to lift and/or move 20 pounds with or without accommodation. Benefits: Comprehensive Health Coverage: Group medical, dental, and vision plans available from the first day of the month following 90 days of full-time employment. Life and Disability Insurance: Basic life/AD&D, short-term, and long-term disability coverage provided, with options for voluntary life/AD&D. 401(k) Retirement Savings Plan: Eligible to participate in the company’s 401(k) plan at the beginning of the first calendar quarter following 6 months of continuous service. Paid Time Off (PTO): Accrue Paid Time Off starting on your first day of employment. Flexibility in Benefits: The company reserves the right to amend, modify, or terminate any benefits programs as needed. Note: This job description outlines the primary duties and qualifications for the role. It is not intended to be an exhaustive list of responsibilities or working conditions. GetixHealth is an Equal Opportunity and E-Verify Employer!

Posted 30+ days ago

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ICCUBoise, Idaho
Responsible for capturing incoming leads, performing lead outreach, and executing maintenance on existing members policies. Ability to write and fulfill incoming life insurance policy requests. Duties and Responsibilities: Offer operational support to the Insurance Manager including commissions, compliance, and contracting. Capture incoming Medicare and Life insurance leads that have been generated from marketing, branches, and promotion and assign to specific agents in their respective fields. Receive incoming calls from existing members of ICIS, ICCU team members, and prospective members that have reached out to the ICIS team phone number. Offer live support to prospective members who have questions concerning the online application while they are filling it out. Offer live support to our insurance agents who may be in a meeting with a member. Lead and coordinate our internship efforts. Other duties as assigned. Qualifications: High school diploma / GED required. 2 years’ experience preferred. Life Insurance license preferred. Excellent communication skills. Work well under pressure with tight deadlines. Meticulous attention to detail. Well versed in MS office. Performance Standard: Must maintain a high standard of work ethic and relationships with members and team members. Must comply CMS, Federal and Idaho Department of insurance guidelines and regulations. Professional in appearance, attendance, quality, and quantity of work performed. Ability to work under pressure and through conflicting situations. Must be willing to comply with the Bank Secrecy Act and USA Patriot Act as implemented by ICCU. Physical Requirements: Perform tasks requiring manual dexterity (processing paperwork, filing, stapling, sorting, collating, typing, counting cash, etc.). Sit for extended periods of time. Lift 20-40 pounds of applicable supplies including but not limited to copy paper, cash drawers, marketing material, etc. Repetitive motion using wrists, hands, and fingers. Reach keyboards. Ability to operate basic office machines (calculator, computer, telephone, copy machine, fax machine, etc.). The above statements reflect the general details considered necessary to describe the essential functions of the job and should not be construed as a detailed description of all the work requirements that may be inherent of the job. Must be eligible for membership at ICCU to obtain employment. ICCU is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, age, disability, protected veteran status or other characteristics protected by law.

Posted 1 week ago

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General AccountsSt Peters, Missouri
Benefits: Bonus based on performance Competitive salary Flexible schedule Paid time off Training & development Are you a go-getter with a passion for sales? We want you to join our team! About Us: At Mathenia Insurance, we’re committed to providing peace of mind and protection to individuals and families through comprehensive insurance solutions. As a trusted local agency, we value building long-term relationships with our clients and delivering top-notch service with integrity and professionalism. Position Overview: We are seeking a highly motivated and outgoing Outside Sales Insurance Agent to join our growing team. In this role, you will be responsible for generating new business through face-to-face interactions, networking events, referrals, and community outreach. This is an excellent opportunity for a self-starter who thrives in a relationship-driven environment and is looking to build a rewarding career in the insurance industry. Key Responsibilities: Identify and pursue new business opportunities through cold calling, door-to-door sales, networking, and referrals Conduct in-person meetings with potential clients to assess their insurance needs Present and sell a variety of personal and commercial insurance products (auto, home, life, etc.) Build and maintain a pipeline of prospects and follow up consistently Provide excellent customer service and maintain long-term client relationships Stay up to date on industry trends and carrier products Meet or exceed monthly and quarterly sales goals Qualifications: Previous sales experience preferred, especially in insurance, financial services, or similar industries Active Property & Casualty (and/or Life & Health) insurance license, or willingness to obtain Excellent communication and interpersonal skills Self-motivated, goal-oriented, and competitive mindset Ability to work independently and manage your own schedule Comfortable with technology, CRM systems, and mobile tools Reliable transportation and valid driver’s license What We Offer: Competitive base salary plus uncapped commission structure Ongoing training, support, and development Access to top-rated carriers and product lines A supportive team environment and positive culture How to Apply: If you're ready to take your sales career to the next level and make a real impact in your community, we want to hear from you! Flexible work from home options available. Compensation: $50,000.00 - $70,000.00 per year

Posted 3 weeks ago

Insurance Sales Agent-logo
NerdWalletScottsdale, Arizona
About the Job Licensed Insurance Agents at NerdWallet support customers by quoting, comparing, and binding insurance products from our carrier partners. They also assist with servicing newly bound policies and cross-selling additional insurance solutions based on customer needs. In this role, you’ll help individuals and businesses find the right insurance coverage. Core responsibilities include assessing client needs, explaining policy options, assisting with applications, and managing renewals. You’ll also provide claims support and ensure compliance with applicable regulations, while contributing to sales efforts and business growth. Where You Can Make an Impact Conduct client assessments to evaluate insurance needs and potential risks Recommend appropriate products including auto, home, life, and health insurance Clearly explain policy terms, coverage, and pricing Prepare and submit insurance applications and related documentation Manage policy renewals and support clients through the claims process Stay informed on current products, compliance requirements, and industry updates Build strong client relationships and contribute to revenue growth Meet or exceed sales targets and maintain high client retention Ensure accurate documentation and timely processing of applications Report on sales performance and relevant metrics Day-to-day activities include: Client consultations and quoting Policy comparisons and application processing Lead follow-ups, policy renewals, and claims support Compliance with licensing and industry standards Ongoing training and product knowledge development Your Experience Active Property and Casualty Insurance License Minimum of 1 year experience as an insurance agent High school diploma or equivalent Familiarity with personal lines insurance carriers and their underwriting processes Proficiency in CRM tools, email platforms, and quoting software Experience quoting, selling, and servicing personal lines insurance products Understanding of relevant insurance products and regulations Key Skills Strong written and verbal communication Customer service and relationship-building Sales acumen and persuasive abilities Strong organizational skills and attention to detail Problem-solving and claims resolution Preferred Qualifications Previous experience in sales or customer service Work Location This is a full-time role requiring a minimum of 40 hours per week. Work may be performed: From one of our offices in New York or Phoenix , or In a hybrid model, with at least 3 days per week in-office You’ll use NerdWallet's communication and productivity tools such as Google Docs, Zoom, and Slack, and a company-provided laptop. What We Offer Pay Transparency This is a non-exempt, hourly role with additional commission-based earnings . On-target earnings (OTE) reflect the expected total compensation, combining base pay and commissions. Insurance Agent I (AZ): $75,000 OTE (Base rate: $21.63/hr + commission) Insurance Agent II (AZ): $83,333 OTE (Base rate: $24.04/hr + commission) Final leveling (Agent I vs. Agent II) will be determined by the hiring manager based on experience. Work Hard, Stay Balanced (Benefits) Industry-leading medical, dental, and vision coverage for employees and dependents Rejuvenation Policy: PTO + 11 holidays + 4 mental health days New Parent Leave for birth, adoption, or foster care Mental health support and resources Paid sabbatical to recharge and explore interests Health and Dependent Care FSA, plus HSA with monthly NerdWallet contribution Monthly stipends for wellness, cell phone, and WiFi Work-from-home equipment stipend and co-working space support Have Some Fun Nerd-led Employee Resource Groups (Parents, Diversity & Inclusion, Women, LGBTQIA, and more) Company-wide events, team activities, and hackathons NerdLove employee appreciation events and annual charity auction Volunteer Time Off (8 hours per quarter) + donation matching Plan for Your Future 401(k) with company match Early access to NerdWallet financial tools and products Unlimited sessions with a Certified Financial Planner (CFP) via Northstar Employer-paid disability and life insurance Legal and Compliance California residents: Please review this important privacy notice NerdWallet is an Equal Opportunity Employer , committed to a diverse and inclusive workforce We consider qualified applicants with criminal histories under the California , San Francisco , and Los Angeles Fair Chance Acts NerdWallet participates in E-Verify . For more info: E-Verify Participation Poster (English & Spanish) Right to Work Poster (English) | Spanish

Posted 4 days ago

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Lifetime Insurance ServicesScottsdale, Arizona
Looking for a licensed P&C insurance agent who would like to build a business for themselves. The opportunity is for someone who dreams big and one day would like to open up their own office in the Phoenix area. If you have always considered yourself an entrepreneur then this may be a good fit for you. Requirements: • Goal oriented with a drive to succeed. • Successful track record of meeting sales goals/quotas preferred. • Interest in marketing products and services based on customer needs. • People-oriented, outgoing and genuinely enjoy dealing with clients. • Home office with internet, computer, scanner and printer. • Property & Casualty license. Responsibilities: • Respond to inquiries regarding insurance availability, eligibility, coverages and policy changes in a timely manner. • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. • Utilize technology to conduct business on a daily basis. This opportunity provide access to my carriers, systems, leads, E&O and a competitive commission split. The competitive commission split will allow you to be paid for what you produce. In addition to offering commissions on new business you will also be paid on renewal business. This allows you to build a nice income stream. Initially you will be working out of your home until you have proven yourself then the next step would be to look at opening up your own office. A realistic goal for a good agent is to be making 6 figures within 5 years. Compensation: $0k - $150k

Posted 30+ days ago

Client Administrator - Commercial Insurance-logo
Marsh McLennanScottsdale, Arizona
Company: Marsh McLennan Agency Description: Position Overview The Client Administrator assists in supporting the day-to-day service to our clients or carriers at the direction of the Client Managers and/or department manager. Principal Duties and Responsibilities Process changes to the policies at the direction of the Client Manager, to be sent to the carrier Process, invoice (carry out billing procedures) and deliver to the client endorsements, cancellations, audits, etc. at the request and direction of the Client Manager Follow operating procedures related to file and record maintenance procedures; carry out billing procedures for renewal policies; comply with applicable insurance regulations May review policies received from carriers to ensure conformance to specifications/binders; expedite with insurance carriers needed corrections to policies received, process or prepare (order, follow-up and/or check) endorsements and applications Order policies and other insurance documents required to meet minimum standards from Insurance carriers at the request and direction of the Client Manager May assist in updating client’s loss history; collecting and compiling updated information on client exposures; and preparing schedules of insurance coverage and correspondences on routine insurance matters May update applications and schedules (vehicles, drivers, equipment, etc.) at the request and direction of the Client Manager May rate and issue company specific endorsements Conduct all business in accordance with established policies and procedures Other duties as assigned Knowledge, Skills and Abilities Required: High School Diploma or GED 1+ years in commercial lines insurance Ability to obtain Arizona Property/Casualty license upon hire Ability to effectively communicate, both written and verbally, to internal and external parties Excellent time management, organizational and multi-tasking skills with high attention to detail Ability to build and maintain effective relationships with clients, vendors and peers Ability to work independently and in cross-functional teams Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point) #MMAWest

Posted 3 days ago

100% Work from Home Insurance Enrollment Specialist-logo
Global EliteLouisville, Kentucky
Due to the rapid expansion of our company, we are looking to hire new associates to our customer service team. Our company works with 45,000 union workers in California who require personal customer care. As a result of the increased demand of our client base, we are looking for highly motivated workers to counsel and serve working families. However, our service team is selective. We are looking for qualified candidates who have experience in customer service or sales, and are also flexible, adaptable and trainable. This is a full time position. WHO WE MARKET TO : We specialize in life insurance to protect different areas for the family with average income and health. We have too many requests for insurance through our niche market but not enough agents to help fill these requests. HOW WE GET PAID: Yes, this is commissions only! The commission schedule is designed to help you make money ASAP! You could be paid within a week of writing your first policy. Our average sale nationwide is for $1,000 in annual premium with 2 bonus structure associates are earning $600 just for one sale. TRAINING WE PROVIDE : We have made it so you can sell a policy in quickly. We provide you with all the training you will need on our carriers, products, sales scripts. Our job is to help you make money! Want to grow an agency? We can help you achieve that within months! Minimum requirements for consideration: Great Work Ethic Positive Attitude Outgoing Personality Ambitious Benefits Includes Health Insurance reimbursement Life insurance Bonuses Retirement Plan Weekly pay

Posted 4 days ago

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Tax Manager or Tax Senior - Corporate Insurance Client Space - CPA Firm (JR97970

RES Consultant GroupGlendale, CA

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Job Description

Nationally ranked CPA firm is hiring tax professionals who have experience working with large insurance company clients. This a great opportunity to advance your tax career in this space.  Recent CPA firm experience is a must. Senior Tax Accountant and Tax Managers are needed (Glendale, CA).

Requirements

  • Tax Senior and Tax Manager - Insurance Niche:
    • Must have preparation of insurance company tax return experience.
    • Experience with forms: 1120-PC, 1120 L, ASC 740, SSAP 101
    • Experience preparing more complex multi-state, consolidated corporation, partnership, and individual tax returns
    • Prepare and/or review returns 
    • Deliver tax services
    • Strong computer skills and knowledge of this tech stack helpful: ProSystems FX, CCH engagement, Go Systems, One Source, Fast Tax
    • Bachelor’s degree in accounting or related field
    • MA in Taxation preferred, not required
    • CPA license or on track to obtain (EA license is acceptable)
    • 3-5 years of recent public accounting experience
    • Insurance industry experience a plus
    • Ability to prioritize effectively, multi-task, handle multiple assignments, and thrive with minimum supervision
    • Excellent written and verbal communication and interpersonal skills
    • For Tax Manager same skills as listed below under Tax Manager skill set.

Benefits

    • Unlimited paid time off – you set your days off to balance your work and personal life
    • Access to state-of-the-art technology, research tools, and national and international resources
    • Very low premium medical, dental, vision and life insurance
    • 401(k) matching and 3% salary-based safe harbor added to your 401(k) annually
    • Continuing education
    • CPA exam course reimbursement
    • After busy season and holiday parties
    • Annual “ditch the office” day
    • Spontaneous activities organized by the firm’s Fun Committee
    • Firm fantasy football league, March madness, wellness programs
    • Annual $300 charitable donation to your favorite charity
    • Virtual and in-person gatherings
    • Remote work environment or hybrid at Irvine, CA location

If you feel you have the necessary qualifications to perform this job, please forward a current copy of your resume and state your salary requirements.

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Submit 10x as many applications with less effort than one manual application.

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