Top Tech Jobs & Startup Jobs

Provide client and agent support during enrollment periods by responding to inquiries, guiding enrollment processes, entering and verifying data, tracking enrollment activity, maintaining documentation, and escalating complex issues. Support agents administratively during AEP and help identify process improvements.

Own lifecycle marketing campaigns across email, in-app, SMS, push, and content cards. Plan, build (copy, HTML, designs), QA, execute, analyze A/B tests, report performance, and ensure compliance with CAN-SPAM, TCPA, and HIPAA. Maintain campaign assets, calendars, and documentation while partnering with brand and external teams.

Manage and support agents to improve performance and satisfaction by providing sales support, training, CRM data entry, troubleshooting operational issues, tracking productivity, and delivering excellent customer service to grow client base and profitability.

Perform premium and general accounting tasks including data entry of cash receipts, disbursements and journal entries, prepare deposits (RDC/lockbox), maintain cash logs and imaging folders, reconcile claims registers, and collaborate with Customer Service and New Business for research and month-end closing.

Create, manage, and distribute compliant marketing content across channels. Own content lifecycle, CMS governance, social media strategy, content calendars, and cross-functional approvals to support product launches, sales enablement, and recruiting.

Process and reconcile retirement plan transactions (contributions, distributions, loans, transfers), maintain participant and plan records, perform quality control, resolve operations issues, support documentation, and propose process improvements to ensure compliance and timely daily processing.

Manage and execute advisor-facing sales marketing programs for life & annuities, overseeing operations, vendor relationships, advertising, engagement strategies, performance analysis, budgeting, and leading Workshop Coordinators to drive advisor activation and program effectiveness.

Support advisors by troubleshooting and optimizing wealth technology platforms (Black Diamond, Salentica, CRM, RCI). Provide onboarding, training, account setup, permissions management, data integrity audits, ticket triage, reporting, and coordination across internal teams and external custodial partners. Track project and training metrics and deliver high-quality advisor support.

Prepare and issue invoices, manage receivables and collections, perform month-end journal entries and reconciliations, support budgeting/forecasting and ad hoc financial analysis, maintain accounting operations, back up critical processes, and identify process improvements.

Perform daily treasury operations including sending issue and ACH files to banks, researching outstanding checks, placing stop payments and issuing replacements, processing ACH returns, reconciling bank accounts, managing Positive Pay tasks, producing notices for outstanding checks, and verifying remote deposits.