9 jobs found

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...

Certified Application Counselor DEFINITION/PRIMARY FUNCTION The mission of Advocacy for Access is to help uninsured and underinsured people access various programs that can pay for health care services, thereby reducing or eliminating inability to pay as a barrier to receiving health care. Certified Application Counselors support this mission through their actions and genuine belief that everyone deserves access to health care and health coverage. This role is responsible for facilitating the enrollment and reenrollment of patients and community members into health coverage and financial assistance programs such as MassHealth, Qualified Health Plans administered by the Massachusetts Health Connector, Health Safety Net, Premium Assistance, Medical Hardship, Medicare Savings Programs, Prescription Advantage, and pharmaceutical assistance programs. This role will also assist individuals make informed decisions on the selection of health and dental plans...

Responsibilities As a member of the Commercial Financial Planning, and Analysis team, act as key contributor to provide analytical support for ongoing financial planning and consolidated reporting for the Commercial product portfolio, with a strong focus on the systems & processes that enable consistent reporting across brands Work closely with Accounting on the month end and quarter end close processes, including expense accruals and reconciliations.. Support preparation of the monthly and quarterly financial reporting package – by Product P&L – including the appropriate level of detail on variance analysis and any implications to the latest forecast Complete ad hoc analysis and decision support related to the Commercial organization as required Requirements Bachelor’s degree required, preferably in Finance, Accounting, Economics or Mathematics with 3-5 years of progressively responsible...

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,...

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...

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...

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...

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...