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Reposted 15 Days AgoSaved
Hybrid
2 Locations
Mid level
Mid level
Insurance • Professional Services • Software • Financial Services
Manage agent and agency contract changes, ensure compliance documentation, track and submit contract and Book-of-Business transfers, analyze policy transfer eligibility, coordinate with internal sales and external partners, and optimize onboarding and tracking of large agency contracts.
15 Days AgoSaved
In-Office
Cedar Falls, IA, USA
Junior
Junior
Insurance • Professional Services • Software • Financial Services
Provides front-desk reception and general office support, including answering and routing calls, greeting guests, managing calendars, processing mail and supply orders, maintaining office spaces, completing agent relations tasks, preparing materials, and performing data entry. Requires dependable attendance, professional communication, customer service skills, basic office equipment troubleshooting, and proficiency with Microsoft Office, Outlook, Teams, and calendar tools.
Top Skills: MS OfficeMicrosoft TeamsOffice EquipmentOutlookTelephone Systems
17 Days AgoSaved
In-Office
Dallas, TX, USA
Mid level
Mid level
Insurance • Professional Services • Software • Financial Services
Coordinate high-touch recruiting and onboarding experiences, including onsite interviews, executive searches, complex scheduling, candidate travel, interview materials, feedback collection, background checks, offers, relocation, and I-9 verification. Serve as a trusted contact for executive candidates and stakeholders while handling confidential information, resolving conflicts, and representing the organization with professionalism and discretion.
Top Skills: Workday
18 Days AgoSaved
In-Office
Clearwater, FL, USA
Mid level
Mid level
Insurance • Professional Services • Software • Financial Services
Analyzes complex business processes and workflows, documents business, functional, and technical requirements, and serves as a liaison among Operations, Quality Assurance, and technical teams. Facilitates requirements sessions, testing, approvals, training, troubleshooting, and process improvement initiatives. Independently leads low- to moderate-complexity assignments while managing changing priorities and supporting end users and IT staff.
Top Skills: ExcelJIRAMS OfficeOutlookPowerPointVisioWord
18 Days AgoSaved
In-Office
2 Locations
Expert/Leader
Expert/Leader
Insurance • Professional Services • Software • Financial Services
Executive leader responsible for advisor recruiting, new store sales, business development, and advisor transitions across a $55 billion wealth platform. Builds and leads the business development organization, develops recruiting strategy and market coverage, manages transition operations and vendors, and drives recruited asset growth, win rates, acquisition cost discipline, and ramp-to-production performance.
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18 Days AgoSaved
In-Office
Clinton Township, MI, USA
Junior
Junior
Insurance • Professional Services • Software • Financial Services
Sell health insurance products to customers by phone, educate clients on suitable policies, build and maintain relationships, resolve inquiries, generate referrals, and maintain accurate customer records. The role requires compliance with industry standards, participation in meetings, ongoing product knowledge development, and obtaining a Health and Accident Producers License within 30 days if not already licensed. This is an in-office position with base pay, uncapped commissions, and seasonal overtime during open enrollment.
Top Skills: MS OfficeWindows-Based Applications
18 Days AgoSaved
In-Office
Dallas, TX, USA
Expert/Leader
Expert/Leader
Insurance • Professional Services • Software • Financial Services
Leads the advisor experience organization for a large wealth-management platform, owning advisor retention, same-store growth, return on assets, and advisor experience. Oversees advisor success pods, solutions consulting, platform adoption, risk scoring, retention interventions, reporting, and analytics. Partners with growth, investment, and product leaders to drive recruiting referrals, improve product strategy, and strengthen advisor relationships. Builds and manages a multilevel organization while delivering measurable revenue and asset-retention results.
18 Days AgoSaved
In-Office
Orange, CA, USA
Junior
Junior
Insurance • Professional Services • Software • Financial Services
Audits commission payments, reconciles carrier revenue with internal systems, investigates data integrity and enrollment discrepancies, and coordinates resolution of payment mismatches. Documents findings, tracks exceptions through closure, and supports ad hoc reporting on commission and revenue accuracy. Requires strong Excel skills, attention to detail, and 1–3+ years of reconciliation, accounting support, or data auditing experience.
Top Skills: GainExcel
18 Days AgoSaved
In-Office
Urbandale, IA, USA
Entry level
Entry level
Insurance • Professional Services • Software • Financial Services
Leads manual User Acceptance Testing across multiple software platforms and integrated systems. Develops test plans, defines scenarios and acceptance criteria, executes functional, exploratory, regression, and integration testing, and validates end-to-end workflows. Documents and manages defects, retests fixes, maintains testing records, reports risks and status, and collaborates with product owners, engineers, scrum masters, and business stakeholders. The role also supports release readiness and continuous improvement of UAT processes.
Top Skills: Agile TestingJIRAUser Acceptance Testing (Uat)
18 Days AgoSaved
In-Office
Scottsdale, AZ, USA
Senior level
Senior level
Insurance • Professional Services • Software • Financial Services
Manage full-cycle recruiting, including job postings, candidate sourcing, screening, interviewing, hiring-manager partnership, recruiting-channel optimization, and candidate experience. Track hiring metrics, monitor talent trends, support recruiting initiatives, and collaborate with the recruiting team to meet hiring goals. The role requires strong communication, organization, recruiting expertise, and proficiency with Microsoft Office and ATS platforms.
Top Skills: Applicant Tracking SystemsExcelMicrosoft Office SuiteMicrosoft PowerpointMicrosoft WordWorkday
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