34 jobs found in Needham, MA

Overview Join our dynamic team as a Commercial Insurance Account Manager, where your expertise will drive client success and business growth! In this energetic role, you will manage a diverse portfolio of commercial insurance accounts, providing tailored solutions that meet our clients’ unique needs. Your proactive approach and excellent communication skills will foster strong relationships, ensuring customer satisfaction and retention. Responsibilities Include: Develop and maintain robust relationships with existing clients. Conduct comprehensive analysis of clients’ insurance needs to recommend appropriate coverage options. Negotiate policy terms, premiums, and coverage details with clients and insurance carriers. Work directly with customers to review and analyze appropriate insurance coverages, and recommendations. Manage account servicing tasks, including processing quotes, policy changes, and renewals efficiently. Provide exceptional customer service by...

Full job description Growing independent insurance agency is looking for the right person to join our team in a Personal Lines Account Manager position. Candidate should have prior insurance agency or company experience and prior customer service experience and must be proficient in Microsoft online platforms including word and excel. Candidate must also be comfortable interacting with clients, carrier underwriters, and carrier marketing representatives. Responsibilities include: Work directly with customers to review and analyze appropriate insurance coverages, and recommendations. Handle policy renewals, change requests, inquiries, and other daily customer needs. Develop insurance renewal strategies and initiate marketing process directly with carriers. Collaborate with agency team members to ensure client satisfaction and team success. Recommend and quote additional coverages and/or policies. The position includes quoting and processing new and renewal...

37.5 work week! Hybrid RESPONSIBILITIES Provide supervision and leadership within the department for assigned accounting, financial and treasury functions and projects. Act as project leader on strategic initiative teams established within the department and across the organization. Represents F&IS in cross functional company initiatives.  Monitor, research and define new or amended GAAP/NAIC regulations and develop and coordinate system changes as required as well as provide any necessary training. Establish, modify, document, and coordinate the implementation of accounting procedures and controls. Review and maintain existing processes and procedures to ensure content and accuracy. Represent F&IS at meetings related to area of expertise. Prepare, gather and present material; develop meeting agendas, clearly document decisions, and communicate with staff. Provide supervision and oversight for the preparation,...

Job Ref:JR-2470 Location:450 Brookline Ave, BOSTON, MA 02215 Category:Finance/Accounting Employment Type:Full time Work Location:Hybrid: 2-3 days onsite/week Salary/Pay Rate:$47,700.00 - $54,000.00 per year Overview The Patient Financial Counselor serves as point of contact for patients for financial matters related to access to services and engagement throughout their financial experience at Dana-Farber Cancer Institute (DFCI). Reporting to and with direction from the Access & Financial Engagement Supervisor, the Patient Financial Counselor is responsible for ensuring complete and accurate patient registrations, answering general insurance coverage questions, providing clear and accurate financial information and options, assisting patients with applying for MassHealth, selecting plans, preparing self-pay estimates, and collecting deposits and payments. This role requires a commitment to service excellence, the ability to work in a fast-paced environment,...

Job Ref:JR-2016 Location:450 Brookline Ave, BOSTON, MA 02215 Category:Operations Employment Type:Full time Work Location:Remote: occasional onsite Salary/Pay Rate:$109,200.00 - $125,700.00 per year Overview The Business Operations Manager, Information Services (IS) oversees financial planning, management, and coordination for all IS operating and capital budgets across multiple cost centers. The role manages and forecasts approximately $90M+ in operating budgets and $500K–$40M+ in capital budgets, partnering with project managers to ensure capital project financials and technology transitions are accurately planned and funded. Working closely with the CIO, IS leadership, Finance, and project teams, the manager provides financial insight to support decision-making and optimize IS resources in a complex, matrixed environment. The position handles highly confidential fiscal and employee data, summarizes monthly and annual spend, and prepares financial presentations...

Position Overview Key Responsibilities Cash Flow Management Develop and maintain detailed weekly, monthly, and quarterly cash flow forecasts with precision expected in a PE-owned environment. Monitor liquidity and funding needs to support production schedules, capital investments, and growth initiatives. Partner with Accounting and other functions to ensure accurate reporting and proactive management of cash requirements. Support CFO and PE stakeholders with scenario modeling, cash bridge analyses, and liquidity risk assessments.   Working Capital Optimization Drive continuous improvement in the cash conversion cycle (CCC) by optimizing receivables, payables, and inventory performance. Collaborate with Operations and Procurement to establish best practices in order-to-cash, procure-to-pay, and inventory management, ensuring optimal working...

Collections Specialist Location: Marlborough, MA Hours: Full Time Hours 8:30 – 5:00 Position Duties: Collection calls and/or correspondence to solicit payment on overdue accounts and take all necessary actions to collect. Provides customer service regarding collection issues, processes customer refunds, processes and reviews account adjustments, resolves client discrepancies and short payments. Processes customer credit applications to determine credit worthiness. Responsible for monitoring and maintaining assigned accounts. Includes customer calls, account adjustments, small balance write off. Customer reconciliations and processing credit memos . High volume phone calls to assigned delinquent customers. Manage customers on the On Hold List. Reconcile customer disputes as they pertain to payment of outstanding balances that are due. Internal and External customer...

Description: Review and assess customer credit applications. Analyze financial statements and credit reports to determine creditworthiness. Set up and maintain customer credit limits in accordance with company policy. Monitor customer accounts for signs of financial risk or delinquency. Recommend adjustments to credit limits as necessary. Monitor aging reports and identify overdue accounts. Contact customers via phone and email to collect outstanding balances. Negotiate payment plans when appropriate. Resolve billing discrepancies in collaboration with sales and customer service teams. Escalate delinquent accounts to management or third-party collection agencies when required. Requirements: International Credit and Collections experience Financial Analysis experience Creating and monitoring aging reports...

37.5 work week! Hybrid   RESPONSIBILITIES •  Prepare journal entries in preparation for Budget Variance reporting and Regional Executive Summaries. •  Annually, develop and prepare exhibits and reports for the Budget Work Package. These exhibits include the calculation of central processor budgets and electronic binding rate calculations. •  Calculate payroll tax percentages for the Home Office and Regional Offices, input the percentages into the budget system. •  Annually, review Home Office and Regional Office budgets and reprojections. Analyze for reasonableness and significant variances. Prepare budget review questions for these variances. •  Test the annual LAN Budget System and reconcile the budget system data to the MAS 500 system after the data has been uploaded. •  Key budget adjustments for the Home and Regional Offices into the budget system and the MAS 500 System. Print department, state and summary budget reports. •  Run the...

Overview, Responsibilities, Qualifications:   Now Hiring! Business Development Representative Full-Time | Business Development Department Reports to: VP of Business Development Location: Manchester/Londonderry, NH   About Bank of New England Bank of New England is a community-focused financial institution headquartered in Salem, New Hampshire, dedicated to providing personalized banking solutions to individuals and businesses throughout the region. We offer a full suite of financial services—ranging from personal and business checking and savings accounts to commercial lending—backed by a commitment to strong customer relationships, responsible banking, and local economic growth. As a trusted partner for our clients, we pride ourselves on delivering dependable service, financial expertise, and a supportive work environment that values integrity, community engagement, and professional growth.   The Role The Business Development Representative (BDR) drives...

Position Summary We are seeking a detail-oriented Commercial Credit Analyst with strong experience in commercial credit underwriting within a banking environment. This role supports loan officers and relationship managers by analyzing financial information, assessing credit risk, and preparing credit approval packages for commercial clients. Key Responsibilities Analyze and underwrite commercial credit requests, including new loans, renewals, modifications, and extensions Perform detailed financial analysis of borrower and guarantor financial statements, tax returns, cash flow, and collateral Prepare clear, well-structured credit memorandums and risk assessments for approval committees Evaluate industry trends, borrower performance, and overall credit risk Ensure credit analysis and underwriting comply with bank policies, regulatory requirements, and sound lending practices Partner with...

Overview: To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values. These values - integrity, patient-centered, respect, accountability, and compassion - must guide what we do, as individuals and professionals, every day. Manages patient acquisition data as part of overall fundraising strategy. Works as a team member to manage data integrity, prospect development, processing of donations, gift acknowledgements and financial reporting. EEO/AA/Disability/Veteran Responsibilities: Leads and directs activities to insure timely and accurate submission of financial reports, donor data analysis, and requirements for all donors are met. This includes but is not limited to gift processing, mailing lists, spreadsheets, etc. Manages grateful patient data and prospect research. Produces reports using strong problem solving and analytical skills as required by the Foundation Provide accurate...

Overview: To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values. These values - integrity, patient-centered, respect, accountability, and compassion - must guide what we do, as individuals and professionals, every day. The Financial Clearance Specialist is responsible for ensuring that payers are prepared to reimburse Corporate Business Services (CBS) for scheduled services in accordance with the payer-provider contract. When physicians and clinicians make care decisions, the Financial Clearance Specialist is aware of how a patient's benefits fit into the care plan, and keeps patients and physicians informed of such as they seek of obtain authorizations from payers. This position is responsible for the financial clearance of transplant, surgical, chemotherapy, and radiation therapy patients, including insurance verification, price estimation, and validation of medical necessity for certain services....

Overview: To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values. These values - integrity, patient-centered, respect, accountability, and compassion - must guide what we do, as individuals and professionals, every day. The Financial Clearance Specialist is responsible for ensuring that payers are prepared to reimburse Corporate Business Services (CBS) for scheduled services in accordance with the payer-provider contract. When physicians and clinicians make care decisions, the Financial Clearance Specialist is aware of how a patient's benefits fit into the care plan, and keeps patients and physicians informed of such as they seek of obtain authorizations from payers. This position is responsible for the financial clearance of transplant, surgical, chemotherapy, and radiation therapy patients, including insurance verification, price estimation, and validation of medical necessity for certain services....

Overview: To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values. These values - integrity, patient-centered, respect, accountability, and compassion - must guide what we do, as individuals and professionals, every day. The Financial Clearance Specialist is responsible for ensuring that payers are prepared to reimburse Corporate Business Services (CBS) for scheduled services in accordance with the payer-provider contract. When physicians and clinicians make care decisions, the Financial Clearance Specialist is aware of how a patient's benefits fit into the care plan, and keeps patients and physicians informed of such as they seek of obtain authorizations from payers. This position is responsible for the financial clearance of transplant, surgical, chemotherapy, and radiation therapy patients, including insurance verification, price estimation, and validation of medical necessity for certain...

Overview: To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values. These values - integrity, patient-centered, respect, accountability, and compassion - must guide what we do, as individuals and professionals, every day. In collaboration with senior attorneys, the Assistant Counsel-Litigation Services serves as in-house legal counsel responsible for investigating, managing, evaluating, and resolving medical liability and other litigation including, but not limited to, general liability, cyber liability, corporate litigation, cy pres actions, third party subpoenas, and investigations with extensive document productions. This role provides legal counsel to clinical, administrative, and executive leaders; supervises litigation, outside counsel and other litigation staff; and ensures compliance with captive claims management best practices. The attorney plays a critical role in safeguarding the...

Overview: To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values. These values - integrity, patient-centered, respect, accountability, and compassion - must guide what we do, as individuals and professionals, every day. Provides litigation services for Yale New Haven Health and its affiliates (YNHH) and claims administration services for other insureds through YNHH-owned captives. Responsible for advising on all litigation related issues and representing the YNHH organizations (or managing outside counsel) including, but not limited to, professional liability, general liability, employment, probate, subpoenas, government investigations with extensive document productions, corporate related litigation and other complex and high severity litigation. The Senior Assistant Counsel must be able to take initiative, work independently with minimal direction, and as a collaborative team member in the Legal...

The Director of Finance will have day-to-day responsibility for planning, implementing, managing and controlling the financial-related functions of the organization. This will include direct responsibility for accounting, finance, forecasting and budgeting, and payroll related activities. The Director will maintain a comprehensive system of internal controls and accounting records designed to mitigate risk, ensure the accuracy and timeliness of financial reporting, and maintain compliance with Generally Accepted Accounting Principles (GAAP), federal and state regulations, Green Mountain Care Board requirements, and industry standards. As a key member of the hospital’s finance leadership team, the Director partners closely with clinical and operational leaders, senior leadership, and revenue cycle teams to provide actionable financial insights, optimize resource allocation, advocate operational efficiency, and support sound decision-making across the organization. This position...

Join a mid-size firm doing sophisticated lending, real estate, and finance deals for financial institutions. This Jobot Job is hosted by: Hunter Dahlstrom Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $165,000 - $225,000 per year A bit about us: We’re a business- and financial-services practice that doesn’t do fluff. At Gebhardt & Smith, we represent banks, funds, leasing companies, and commercial borrowers across the U.S. Our transaction group handles everything from syndicated credit facilities and real estate lending to SBA work, equipment financing, workouts, and restructurings. You’ll be among attorneys who are comfortable with complexity, on tight timelines, and who value high standards. We have offices in Maryland, Delaware, and Virginia—and our footprint opens doors into banking and commercial finance clients across multiple jurisdictions. Apply here and contact Hunter Dahlstrom directly for details at...

Thank you for considering a career at Ensemble! Ensemble is a leading provider of technology-enabled revenue cycle management solutions for health systems, including hospitals and affiliated physician groups. They offer end-to-end revenue cycle solutions as well as a comprehensive suite of point solutions to clients across the country. Ensemble keeps communities healthy by keeping hospitals healthy. We recognize that healthcare requires a human touch, and we believe that every touch should be meaningful. This is why our people are the most important part of who we are. By empowering them to challenge the status quo, we know they will be the difference! O.N.E Purpose: Customer Obsession:  Consistently provide exceptional experiences for our clients, patients, and colleagues by understanding their needs and exceeding their expectations. Embracing New Ideas:  Continuously innovate by embracing emerging technology and fostering a culture of creativity and...