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Reposted YesterdaySaved
In-Office or Remote
McKinney, TX, USA
Junior
Junior
Insurance • Financial Services
Provide first-tier remote customer support via phone, email, and written correspondence; resolve inquiries promptly, meet quality and performance metrics, handle escalations, and follow operational standards and schedules.
Top Skills: InternetExcelMicrosoft OutlookMicrosoft Word
2 Days AgoSaved
Remote
USA
Mid level
Mid level
Insurance • Financial Services
Supports key insurance accounts by addressing production, recruiting, onboarding, appointment, activation, and portal issues. Tracks and communicates performance metrics, coaches agents on sales fundamentals, mentors recruiting leaders, and delivers webinars and in-person seminars. Partners with licensing, operations, technology, and compliance teams to resolve field issues, document solutions, and improve agent readiness and production. This is a remote role requiring travel for training, seminars, and meetings.
Top Skills: Agent PortalsCRMExcelMS OfficeOutlookPowerPointReporting Tools
2 Days AgoSaved
In-Office
McKinney, TX, USA
Entry level
Entry level
Insurance • Financial Services
Processes and balances deposits, refunds, miscellaneous payments, and adjustments across multiple companies. Enters and codes transactions in Workday, indexes ledger documents in OnBase, supports account reconciliations and general ledger activities, and assists with supplier data maintenance. The role requires accurate data entry, SOX compliance, Excel proficiency, attention to detail, and collaboration with accounting teams. This is an onsite position in McKinney, Texas.
Top Skills: ExcelOnbaseRemote Deposit Online Service PlatformsSoxWorkday Erp
2 Days AgoSaved
In-Office
McKinney, TX, USA
Mid level
Mid level
Insurance • Financial Services
Manage end-to-end accounts payable check printing and disbursement operations using Workday and Security Manager. Responsibilities include printing and quality-checking checks, reconciling daily check runs, balancing issues, managing secure check stock, enforcing security and audit controls, processing voids and reissues, resolving discrepancies, maintaining records, supporting positive pay deadlines, and coordinating with internal departments on payment schedules and inquiries.
Top Skills: ExcelMicrosoft Office SuitePositive Pay SystemsSecurity Manager Checkwriter SystemWorkday Erp
4 Days AgoSaved
Remote
USA
Junior
Junior
Insurance • Financial Services
Conduct outbound and inbound calls to welcome new policyholders, verify policy information, collect initial premiums, explain benefits, and warm internet-generated leads for the sales team. The role also handles paperwork, correspondence, policy-service corrections, customer activity records, and special outbound campaigns. Success requires strong phone and customer-service skills, accurate CRM and payment handling, confidentiality, organization, mathematical ability, and calm decision-making in a remote environment.
Top Skills: CRMMicrosoft OutlookMicrosoft Word
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Reposted 5 Days AgoSaved
Remote
USA
Junior
Junior
Insurance • Financial Services
Handle calls and emails from agency offices, accounts, and policyholders. Explain billing statements, assist users with the online billing system, research account issues, resolve complex billing questions, and support business owners and bookkeepers with invoices. Provide timely, high-quality customer service, manage stressful interactions, participate in phone rotation, and work independently in a remote environment.
Top Skills: MS Office
5 Days AgoSaved
Hybrid
McKinney, TX, USA
Junior
Junior
Insurance • Financial Services
Supports the Privacy Architecture Program by maintaining privacy policies and controls, conducting privacy and compliance risk assessments, monitoring regulatory compliance, performing data privacy impact assessments and consent management audits, and supporting incident investigations and program audits. Provides privacy guidance to business partners, researches changing laws and standards, maintains privacy documentation, and helps implement Privacy Enhancing Technologies while coordinating cross-functional compliance activities.
Top Skills: Archer GrcAWSAzureCookie Consent Management PlatformsGCPIt Solution ArchitectureMicrosoft Office SuitePrivacy Enhancing Technologies (Pets)
5 Days AgoSaved
Remote
USA
Entry level
Entry level
Insurance • Financial Services
Calculates, adjusts, audits, and processes sales commissions for agents. Maintains commission databases and records, investigates payout disputes, reconciles discrepancies, answers commission and 1099 questions, supports recurring commission processes, and recommends process improvements while ensuring accurate and timely payments.
Top Skills: Microsoft AccessExcelSap CallidusVaricentXactly
5 Days AgoSaved
Hybrid
McKinney, TX, USA
Senior level
Senior level
Insurance • Financial Services
Designs and leads enterprise data and AI architecture, including LLM, generative AI, agentic AI, MCP, RAG, vector database, and chatbot solutions. Oversees data models, ETL/ELT pipelines, cloud and on-premises platforms, AI governance, safety guardrails, and responsible AI practices. Partners with engineering and business leaders, communicates with executives, mentors technical teams, and delivers scalable solutions within the life insurance domain using AWS, .NET, C#, ASP.NET Core, Web API, and Angular.
Top Skills: .NetA2AAgentic AiAmazon QAmazon RedshiftAmazon S3AngularAsp.Net CoreAWSAws BedrockAws GlueC#Data LakesData WarehousingDimensional ModelingEltETLGenerative AiInformaticaLlmsModel Context Protocol (Mcp)Multi-Agent OrchestrationOpensearchPineconeRetrieval-Augmented Generation (Rag)SQLSsisVector DatabasesWeb Api
Reposted 8 Days AgoSaved
Remote
USA
Mid level
Mid level
Insurance • Financial Services
Deliver and implement Liberty National training systems across field agencies, schedule and conduct webinars/meetings, create training materials, mentor field supervisors/directors, monitor field performance, manage travel and expenses, and complete weekly field reports to drive adoption and efficiency.
Top Skills: ExcelOutlookPowerPointSalesforce (Epic)Word
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