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Skills

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JOB DESCRIPTION

Schechter is seeking a Director of Investment Services (“DIS”) who has a deep understanding of and experience within the RIA space. The DIS will propose and oversee the implementation of strategic initiatives within the Investment Services function and will monitor day-to-day operations. The DIS will work to establish philosophies and strategies that align with Schechter’s Core Values.

 

ESSENTIAL JOB FUNCTIONS

•  Ensure Schechter provides extraordinary client service

•  Propose and implement strategic initiatives to improve client service and efficiencies

•  Manage Client Service Professional (CSP) and Investment Technology team and act as a liaison between CSP teams

Monitor Schechter’s investment services day-to-day operations  

•  Responsible for the accuracy and efficiency of Schechter’s billing process

•  Provide the resources necessary to create and achieve meaningful quarterly team goals (Rocks) and track ongoing progress

•  Attract, retain, develop, and hold accountable a high-performing investment services team

•  Support mergers and acquisitions / advisor onboarding processes through participation in due diligence, and develop in conjunction with the technology team, a data acquisition and conversion strategy

•  Partner with Technology function to implement solutions within the function

•  Partner with the Compliance function to execute relevant aspects of SIA’s compliance program

•  Supervise external providers including investment platforms, custodians, and other as necessary

•  Other duties as required

SKILLS/EXPERIENCE

•  Flexibility to be part of an entrepreneurial environment. Commitment to reporting; work collaboratively; do not apply if your preferred working system does not include constant communication/reporting

•  10+ years of operations experience within an RIA serving high net worth individuals/families

•  Proven results as a team leader, with excellent people skills, business acumen, and an exemplary work ethic

•  Analytical, thorough and have the ability to challenge the status quo, while simultaneously providing creative solutions

•  Knowledge of key operational processes and experience in design, improvement, and implementation

•  Proficiency with technology strategy; experience with portfolio reporting and CRM applications

•  Ability to recognize and cultivate rising talent

•  BA/BS Degree; advanced degree preferred

Schechter

The Ed Napleton Automotive Group is looking for our next Automotive Service Director. This is an exciting opportunity in a growing, fast-paced industry. Located at Napleton Mid Rivers Chrysler Dodge Jeep Ram Fiat, in St. Peters, Missouri,the Automotive Service Director is the leader of the Service Department within Napleton’s dealerships. This role drives the performance of the Service Area by attracting, developing, and retaining great talent and creating an exceptional service experience for our customers.

Take advantage of this rare opportunity to join one of the country’s largest and most successful automotive dealership groups and Apply Today!

The Ed Napleton Automotive Group is affiliated with over 25 brands of new vehicles and 50+ dealerships throughout seven states. Our strength comes from the more than 3,500 employees nationwide. We are currently the tenth largest automotive group in the country, providing incredible growth opportunity.

What We Offer:

  • Competitive compensation plans
  • Family Owned and Operated – 90+ years in business!
  • Medical, Dental, and Vision Insurance
  • 401K and additional benefits
  • Accrued Vacation Time
  • Paid Training
  • Discounts on products, services, and vehicles
  • Growth Opportunities

Job Responsibilities:

  • Setting a clear vision and goals for the Service Department to achieve targeted performance goals.
  • Driving a highly efficient sales and production operation to quickly service Customers while ensuring a fix it right the first time, experience.
  • Engaging and motivating the team to achieve key goals and performance expectations following Napleton’s processes.
  • Attracting, developing, and retaining the very best talent for the Service Department.
  • Creating an exceptional customer experience to drive customer loyalty.
  • Ensuring the Service area is customer-customer ready with proper displays and information.
  • Managing the business in accordance with Napleton and the manufacturer requirements and processes.
  • Analyzing the business to determine opportunities and developing actions plans to improve performance.
  • Driving the business though day to day involvement in the operations.

Job Requirements:

  • 5+ years of Automotive Dealership Service Management experience
  • Chrysler, Dodge, Jeep, or Ram experience preffered, Ford or GMC considered
  • Experience with CDK
  • High School Diploma or equivalent.
  • Ability to set and achieve targeted goals
  • Ability to attract, develop, and retain talent.
  • Experience and desire to work with technology
  • Valid Driver’s License and have and maintain an acceptable driving record.
  • 18+ years of age or older to comply with the company driving policy

We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws

Chrysler, Dodge, Jeep, Ram, Fiat, Stellantis,

Napleton Automotive Group

Regional Field Services Manager

A-Gas is an environmental services company whose purpose is to Protect and Enhance the Environment by reducing global warming gases and preventing their release into the atmosphere. Rapid Recovery is the company’s service division and the number-one provider of refrigerant recovery services for the HVAC, refrigeration, demolition, and marine industries. With industry-leading recovery, reclamation, and gas processing technologies, A-Gas continues to lead the industry in developing cutting-edge solutions designed to protect the environment. Visit us at www.agasamericas.com to learn more about our Environmental Story. For more information regarding A-Gas, please visit us online at www.agas.com/us.

The Regional Field Services Manager is responsible and accountable for establishing, monitoring, and delivering budgeted expectations on the refrigerant gas acquisition and service revenue. Success is determined by managing a team that understands our customers’ needs, offering the appropriate solution based on our product and service portfolio, and performing services to meet customers’ needs.

The Regional Field Service Leader will cover the following locations and should be located within one of these markets.

  • LA and Riverside
  • San Diego
  • Fresno
  • Concord
  • Sacramento

Key Responsibilities

  • Lead a regional or multi-state management team through training, coaching, and development, while being accountable for meeting or exceed aligned goals
  • Strong employee safety focus
  • Ability to collaborate with key stakeholders and communicate feedback from/to the field to drive continuous improvement throughout the business.
  • Create a strong focus on refrigerant gas acquisition and profitable revenue growth within the organization by collaborating with other departments.
  • Be a strategic leader with the ability to proactively solve problems and make decisions based on company success factors. Ability to influence without authority and be approachable.
  • Experience managing a P&L and influencing a P&L mindset throughout the organization. This includes analyzing, planning, and executing annual budgets for the assigned territory
  • Demonstrated experience and skillset to develop market growth strategies based on key customer demographics to enhance and grow customer base
  • Coach and mentor direct reports to use available resources to problem-solve independently
  • Proactively manage talent by coaching employees up to the next role and creating a bench for key roles with external talent
  • Embrace and support the use of technology to support business requirements
  • Coach and mentor direct reports on how to promote and utilize our refrigerant recovery equipment as a differentiated technical solution

Experience, Knowledge, and Qualifications

  • Essential
  • Strong verbal and written communication skills
  • Strong persuasive and interpersonal skills with a sales aptitude
  • The technical mindset to understand and reinforce our refrigerant recovery processes
  • Proven experience with developing specific market strategies within an assigned region
  • Able to partner with People & Culture to communicate and ensure compliance with state and local employment laws
  • Strong computer skills needed: SAP People, Salesforce, Microsoft Office Products
  • Must be a self-starter and a problem solver.
  • Must possess a valid state motor vehicle operator’s license.
  • Bachelor’s degree required with experience in sales or 5+ years of relevant industry-related experience in lieu of a degree
  • Preferred
  • Experience in specialty chemical industry and/or HVAC
  • Working Conditions & Environment
  • Extensive travel via truck or plane, with hotel overnights as needed on traveling weeks.
  • Work is conducted both indoors and outdoors under various conditions.
  • Several hours per day may be spent operating a motor vehicle.
  • Appearance at all times must represent the company’s image.
  • Exposure to the environments of customer facilities.
  • Fast-paced environment: subject to numerous schedule and priority changes with short notice activity.

Why A-Gas?

Pay will be commensurate with experience. The targeted annual salary range is 130,000K – $140,000K and will be based on experience with a competitive commission plan.

A-Gas offers generous benefits including medical, dental, vision, paid holidays, paid time off (PTO), a 401(k), company-paid short-term and long-term disability, life insurance, training initiatives, professional certifications, and a tuition reimbursement program. It is an exciting time to be a part of A-Gas, come grow with us!

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

A-Gas in the Americas

Marketing Coordinator/ Client Service Representative

Job Description:

Marketing (40% of Time)

– Lead person for company wide marketing efforts, the Voice of Company

– Develop, Plan and manage all marketing activities which include but not limited to:

  • Business Association Activities
  • Charity Sponsored Events
  • Social Media Posts
  • Direct/ Indirect/ E-Mail Campaigns
  • Corporate Outings and Celebrations

– Maintain Database of costs and results

– Manage all Marketing Materials, giveaways, etc.

– Evaluate Success of all Company Marketing Efforts

– Recommend improvements and new ideas to existing marketing efforts to improve our marketing penetration

Sales Support (60% of Time)

– Assigned to Account Executives to assist in order to increase sales efficiency

– Generate proposals and quotes daily

– Locate/ Order Vehicles and Equipment

– Schedule delivery of equipment to end user

– Handle daily calls from existing clients and prospects

– Maintain Contact database daily

Must Have:

– Great attitude

– Outgoing personality

– Willingness to learn/ help team members

– Passion/ Strong work ethic

– Flexibility/ Willing to work extra hours when needed

– Goal/ Family Oriented

– Some College

– Canva/PowerPoint/Excel skills

Like to Have:

– College Degree

– B2B Marketing experience

Confidential Search

$$$

Our luxury pharmaceutical client, based in Nashville, TN is seeking a Meeting & Events Coordinator to join their team for a 6+ month contract opportunity. The coordinator will report to the Senior Project Manager and support workflow and execution of corporate events and activities such as sales meetings, conferences, educational events, trainings, and more. The role includes being a strong communicator & organizer and acting as liaison across product brand marketing, sales training, IT, production, external vendors, regulatory, and compliance teams. This position will be hybrid and located in Nashville, TN.

  • Rate range depending on experience – $24-30+ per hour

Responsibilities:

  • Event-related tasks, including coordinating, maintaining, and overseeing the event planning process with guidance from Senior Project Manager.
  • Administrative tasks include but are not limited to maintaining event schedules, spreadsheets, project boards, records, and other event related documents
  • Coordinating collateral material for meetings, events, and other projects as needed • Assists with the development of meetings and events projects from initiation to completion
  • Communicate with internal teams to ensure pre-event, at-event, and post-event strategies are implemented
  • Establish and maintain productive relationships with both internal and external partners, stakeholders, vendors, and venues with the ability to communicate necessary event-related details
  • Provides on-site quality customer service and troubleshooting with attendees, speakers and moderators during meetings and workshops; may be required to assist with setting up, troubleshooting presentation decks while on-site to ensure programs stay on track, speakers are prepared, and sessions remain on schedule
  • Proactively gathers all project requirements and clarifies specific requirements for each project
  • Takes weekly status meeting notes and effectively distributes to stakeholders and cross-functioning teams to communicate project progress and development of new initiatives
  • Supports the maintenance of detailed project plans and milestones in Asana, monitors and continuously tracks progress
  • Ensures all projects are delivered on time and within the scope of work requested
  • Coordinates with third party vendors for production of various materials
  • Ability to travel to and from Nashville headquarters or designated venue locations
  • Ability to work extended and/or irregular hours for events

Required Qualifications:

  • 1+ years of event project management or coordinating experience with creative and/or promotional marketing materials (eg, print, digital, video)
  • BA in Advertising, Business, Marketing, Communications, or Hospitality
  • Effective event planning, including program content, timelines, milestones, deadlines, and logistics
  • Ability to effectively balance individual needs of clients and stakeholders with firm objectives and deadlines
  • Comfortable in a fast-paced environment and able to work on several projects simultaneously while maintaining a high level of accuracy and attention to detail
  • Extremely organized, deadline-driven, detail-oriented, process-savvy
  • Exceptional interpersonal skills and effective communicator
  • Proactive problem solver with a positive attitude, even under pressure and with conflicting priorities
  • Collaborative and technologically savvy individual with a discerning eye for quality
  • Proficiency with Microsoft Office suite of products including Word, Excel, PowerPoint
  • Functional knowledge of project management, such as Asana

If you meet the required qualifications and are interested in this role, please apply today.

The Solomon Page Distinction

Solomon Page offers a comprehensive benefit program for hourly employees. We pride ourselves on offering medical, dental, 401(k), direct deposit and commuter benefits to our employees, including freelancers – which sets us apart in the industries we serve.

About Solomon Page

Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: solomonpage.com and connect with us on Facebook, Twitter, and LinkedIn.

Opportunity Awaits.

Solomon Page

$$$

Job Description – External

Build your career with Manpower, a ManpowerGroup company, as we connect human potential to the power of business. Through regular, honest, and meaningful career conversations, and other tools designed to guide self-discovery, we’ll help you become an expert in your field and forge a career path that’s right for you.

What’s In It For You

• Working with our exceptional clients. From Fortune 500 clients to transformational start-ups, our team helps some of the world’s most impactful, innovative, and recognizable organizations.

• Getting the rewards you deserve. Our compensation includes a culture that recognizes and celebrates the contribution of our colleagues in meaningful ways that support their well-being and lifestyle, including:

o Competitive base salary

o Comprehensive benefits include Medical, Dental, Life, Vision, and Disability insurance

o 401K with a Company match

o 20 days paid time off

o Gym membership discounts

o Pet insurance

o An annual paid tropical vacation for our top performers to recognize their contributions.

• Being part of an inspiring culture. We value and encourage the broad range of perspectives and capabilities our employee diversity brings to our organization and to our stakeholders. Fostering an inclusive culture is about more than just policies – it’s about making sure that we create an environment where talent from all backgrounds can thrive and feel comfortable so they can advance their careers and our business.

o Our six Business Resource Groups are just one way our employees can continue to build our culture of diversity, equity, inclusion, and belonging.

o We are consistently recognized for our diversity as the Best Place to Work for Women, Inclusion, Equality, and Disability, and in 2022 ManpowerGroup was named one of the World’s Most Ethical Companies for the 13th year – all confirming our position as the brand of choice for in-demand talent.

• Building your Career with Purpose!

o We know your continued development fuels our future success. We’ll help you grow into an expert in your field. After all, unlocking talent is what we do. With training, coaching, and mentoring opportunities, we empower our employees with the tools they need to reach their professional goals.

How You’ll Make an Impact as a Client Coordinator

• Provide an exceptional candidate and client experience through the quality of work and positive communication. Deliver client SLA (Service Level Agreements) consistently.

• Build and maintain relationships with external stakeholders to ensure the efficiency of processes.

• Manage associates’ day-to-day performance and associate relations. Provide client reporting and data reconciliation.

• Timely and compliant associate onboarding and new associate orientations. Other duties as assigned by the Site Manager and/or as part of client requirements.

Qualifications – External

What you’ll bring with you

AKA candidate requirements:

o Experience: 1+ years in administrative, customer service, retail, sales, and/or other fast-paced environment

o Education: High school diploma or equivalent

o Technical: Digital Literacy: desktop (e.g., MS Word and Outlook) and social (e.g., Twitter, LinkedIn) applications

• We also look for individuals with these capabilities:

o Ensures Exceptional Service Delivery

o Clearly Communicates

o Builds Expertise

o Plans and Organizes Work

o Has High Learnability

Join us!

Apply Now to begin YOUR Career with Purpose!

About Us

Manpower® is a global leader in contingent staffing and permanent recruitment. Through our expertise in talent resourcing and workforce management, we provide rapid access to a highly qualified and productive pool of candidates. In this constantly shifting world, our flexible workforce solutions provide companies with the business agility needed to succeed. For more information about Manpower, visit www.manpower.com.

ManpowerGroup is proud to be an equal-opportunity affirmative action workplace. We celebrate diversity and are committed to providing an inclusive environment for all employees. Qualified applicants will receive consideration for employment without regard to race, religion, creed, color, national origin, citizenship, marital status, pregnancy (including childbirth, lactation, and related medical conditions), age, gender, gender identity or expression, sexual orientation, protected veteran status, political ideology, ancestry, the presence of any physical, sensory, or mental disabilities, or other legally protected status.

A strong commitment is made by each employee and is necessary to ensure equal employment opportunities for all. ManpowerGroup is an inclusive workplace that will recruit, hire, train, and promote persons of all job titles, and ensure all other personnel actions are administered without regard to non-merit-based characteristics of individuals.

Reasonable accommodation during the interview process can be provided. Contact [email protected] for assistance.

ManpowerGroup

$$$

Customer Support/Success Specialist – E-Mobility

Piper Maddox has partnered with a technology-first EV charging company building the next generation of solutions to bring the market to 100% mass EV adoption. They are in search of Customer Support/Success Specialists to maintain high-end experiences for both users and clients. This is an opportunity to be a part of a rapidly growing company committed to promoting clean energy.

Responsibilities:

  • Navigate various stakeholder relationships from property managers, landlords, installment managers, and more
  • Project manage the lifecycle of each support ticket in collaboration with internal and external teams with the goal of improving end users’ overall experience
  • Engage with EV drivers or building managers/portfolio owners to resolve reported issues and live-troubleshoot technical problems
  • Manage post-sale client relationships from onboarding to renewal and everything in between

Qualifications:

  • 2-3 years of professional experience in a client-facing or customer success role
  • Previous background in enterprise technology companies or service-oriented businesses
  • Genuine passion for the environment and electric mobility
  • Experience working in the PropTech or multi-family real estate industry is a plus

Benefits:

  • An energetic, high-growth startup environment
  • Unlimited PTO
  • Health, dental, and vision benefits at no cost to the employee

Piper Maddox

My firm is currently working with a Home Care Agency looking for a Director of Patient Services

Responsibilities

* Ensure clients are well cared for

* Supervise HHA/PCAs providing training and guidance for proper care of clients

* Ensure NYS DOH regulations and OSHA standards are followed

Client Responsibilities

* Initial assessment

* Develop Plan of Care

* Supervisory visit at Start of Care

* Prepare Doctor’s Orders

* Input POC into scheduling software

* Visit clients as needed

* Re-assess clients every 6 months

* Prepare Doctor’s Orders every 6 months

* Interface with other providers servicing clients (Hospice, CHHA, PT)

* Pre-pour meds for clients if necessary

* Supervise additional RNs

* Visit Companion Clients as needed

Caregiver Recruiting/Hiring

* Review HHA/PCA applicant medical records

* Provide Orientation training

o Initial Skills Assessment

Must be located in lower CT or Westchester County

HJW Executive Search LLC

$$$

WHO ARE YOU?

Do you enjoy dance music? Do you excel at coordination and thinking on your toes? Then you’re in luck! We are looking for a highly motivated self-starter who embodies both a passion for dance culture and a love of the all things to do with project management. Is this you? Read on…

WHO ARE WE?

Insomniac produces some of the most innovative, immersive music events in the world. Enhanced by state-of-the-art lighting, pyrotechnics and sound design, large-scale art installations, theatrical performers and next generation special effects, our events captivate the senses and inspire a unique level of fan interaction. The quality of the Headliner experience is our top priority. Throughout our 30-year history, Insomniac has produced festivals, concerts and club nights for millions of attendees across the nation. The company was founded by Pasquale Rotella, and has been based in Los Angeles since it was formed in 1993.

Insomniac’s West Coast Clubs Division is focused on creating a best-in-class experience for our Headliners. Our expanding roster of club partners includes some of the world’s top venues, delivering performances from globally renowned DJs backed by top-notch sound and visuals. The diverse calendar of events celebrates the electronic dance music community and culture, offering an endless range of experiences. Insomniac’s West Coast Clubs Division includes venues such as Exchange, Academy LA, Time Nightclub, and Nova SD.

THE ROLE

Insomniac Events is seeking a highly motivated and proactive Talent Booking Coordinator to join the Clubs Division Talent Department. The Talent Booking Coordinator will coordinate and facilitate various Talent department functions, tasks, processes and projects. This position supports the Head of Talent for the Clubs.

RESPONSIBILITIES

  • Talent/market research.
  • Draft/build offer sheets.
  • Manage clubs booking calendar.
  • Monitor/review performance contracts.
  • Ensure that timelines and milestones are followed and met.
  • Facilitate effective communication between various talent agencies and the Insomniac talent department.
  • Coordinate collating artist performance data.
  • Coordinate information distribution to all agencies.
  • Coordinate marketing strategies between artist and Insomniac marketing team.

QUALIFICATIONS

  • Passion for live events and extensive knowledge of dance music artists and genres.
  • Minimum one year of experience as an assistant at a talent agency, management company or events talent buying
  • Bachelor’s degree in marketing, management, finance, economics, communications, or related experience.
  • Must be proficient in Microsoft Office Suite (Excel, PowerPoint, Word), as well as Google Sheets, Docs, Drive, Slides, and Calendar.
  • Strong communication skills both verbal and written, and must be able to actively and attentively listen.
  • Able to adapt quickly to national and international time zones/cultures.
  • Must be motivated with an “Everything is possible” attitude.
  • Must be an active problem solver, instilled with a sense of urgency for projects large and small.

WORK ENVIRONMENT

  • Must be able to tolerate loud noise levels & busy environments.
  • May work in drastic temperature climates.
  • Must be willing to frequently work and travel to events during evening and weekend hours, as required, to meet deadlines.

Applicants for employment in the U.S. must possess work authorization, which does not require sponsorship by Insomniac for a visa.

EQUAL EMPLOYMENT OPPORTUNITY

Insomniac strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law.

HIRING PRACTICES

The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Insomniac recruitment policies are designed to place the most highly qualified persons available in a timely and efficient manner. Insomniac may pursue all avenues available, including promotion from within, employee referrals, outside advertising, employment agencies, Internet recruiting, job fairs, college recruiting and search firms.

Hiring Hourly Range: $26.00 – $35.00 USD

Please note that the compensation information provided is a good faith estimate for this position only and is provided pursuant to the California Salary Transparency in Job Advertisements Law. It is estimated based on what a successful California applicant might be paid. It assumes that the successful candidate will be in California or perform the position from California. Similar positions located outside of California will not necessarily receive the same compensation. Insomniac takes into consideration a candidate’s education, training, and experience, as well as the position’s work location, expected quality and quantity of work, required travel (if any), external market and internal value, including seniority and merit systems, and internal pay alignment when determining the salary level for potential new employees. In compliance with the California Law, a potential new employee’s salary history will not be used in compensation decisions.

Exchange LA

Summary

World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.

Founded in 2011, World is one of fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 210 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.

Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.

Senior Client Service Manager – Employee Benefits, Small Business

Virginia Beach, Virginia

Our Employee Benefits Practice. is seeking an experienced Small Business Senior Client Services professional to join our growing team. This individual will have a proven track record of delivering a winning service experience to complex clients and help small businesses offer affordable and effective employee benefits.

Key responsibilities include:

  • Manage client service on assigned book of clients, including onboarding new clients, and obtaining and maintaining current benefit plan summaries/documents, amendments, etc.
  • Contribute to benefit plan coverage gap analysis, design, and cost savings strategies.
  • Familiar with multiple types of funding arrangements, including fully insured, level funded, graded funded, and ASO.
  • Participate in developing renewal strategy and coordinating policy marketing based on client needs, benefit plan coverage gap analysis and cost savings opportunities
  • Coordinate policy marketing and participate in vendor procurement and negotiation, analyzing carrier options and summarizing and making recommendations to secure client decisions.
  • Prepare for and facilitate client deliverables and materials (email, web-meetings and/or in person) as appropriate to achieve defined scope of services.
  • Provide and coordinate open enrollment support and carrier implementations, including preparing benefits summary, coordinating vendor materials, and verifying policy information. Selectively participate in and/or conduct open enrollment meetings via web or in person.
  • Build strong client relationships through efficient and proactive day to day client service, assisting with claims, billing, eligibility, enrollment, and coverage and compliance issues.
  • Update agency management system and customer files in the document management system according to workflows and assuring accuracy for compliance.
  • Participate in team meetings and contribute ideas to enhance workflows, leverage technology, assure quality service, streamline work and achieve operational targets.
  • Guiding , mentoring, and being an escalated point of contact so junior team members to quickly address client needs.

Qualifications

  • Minimum 5 – 8 years of small group employee benefits experience within the brokerage industry, with strong knowledge of all product lines and federal/state legislative and compliance requirements.
  • Advanced knowledge of EB small group benefits and product offerings a specified region
  • Ability to work independently and confidently
  • Strong understanding of client service in small business, with experience deploying various technologies to streamline processes and bring efficiencies
  • Strong organizational skills with the ability to successfully manage large volumes efficiently, coordinating workflows, resources and balancing multiple priorities simultaneously
  • Strong verbal and written communication and presentation skills, with the ability to build rapport, influence and collaborate with others and build strong relationships
  • Advanced skills in Excel, PPT and EB BenAdmin systems; BenefitPoint experience a plus.
  • High attention to detail with strong problem solving and critical thinking skills
  • Bachelor’s degree in a business-related program or equivalent education and/or experience in insurance
  • Life/Health insurance license or the ability to obtain immediately required.
  • Ability to travel regionally as needed (15-25%)

Equal Employment Opportunity

At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

World Insurance Associates LLC

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