Operations & Case Management Specialist (Fully Remote)

A regional boutique firm specializing in property & casualty, life insurance, and estate planning for affluent families and business owners is seeking an Operations & Case Management Specialist to support continued growth. This position plays a critical role in managing the end-to-end life insurance application process, ensuring operational efficiency, and delivering a seamless client and advisor experience.

Key Responsibilities

• Oversee the complete life insurance application process from contracting/licensing through policy delivery.
• Communicate directly with clients, advisors, and business partners to ensure timely updates and coordination.
• Order and track underwriting requirements including paramedical exams, labs, and attending physician statements.
• Maintain proactive communication and regular progress updates for all stakeholders.
• Manage agency workflows, systems, and compliance documentation.
• Maintain accurate and organized records within the firm’s CRM and digital filing systems.
• Prepare, edit, and manage fillable PDF forms, applications, and other client documentation.
• Utilize electronic signature platforms such as DocuSign for document execution and client onboarding.

Qualifications & Skills

• Minimum of 3 years of experience in life insurance operations, case management, or related financial services.
• Familiarity with life insurance products, underwriting processes, and carrier procedures.
• Proficiency in Microsoft Office and Adobe Acrobat (including fillable/editable PDFs).
• Experience with CRM platforms such as SmartOffice, Salesforce, or AgencyBloc preferred.
• Exceptional attention to detail and accuracy in data management.
• Strong organizational, written, and verbal communication skills.

Compensation

• Salary commensurate with experience, ideally ranging from $60,000 to $70,000 annually, plus discretionary bonus potential.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer’s discretion.

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Job Title: Accounting Assistant/Admin Assistant

Mid-sized, rapidly growing insurance agency is seeking an Accounting Assistant/Admin Assistant to join their team. The Accounting Assistant/Admin Assistant serves as the operational “glue” between the Account Management and Accounting teams. You’ll own day-to-day premium invoicing, funding, and reporting tasks while maintaining high-touch client service—ensuring revenue is recorded accurately, cash is applied promptly, and clients receive timely, error-free documentation. 

Ideal candidate has a minimum of two years’ commercial P&C insurance experience (preferably five) within a retail agency setting.

Responsibilities:

• Generate and email client invoices (direct-bill & agency-bill) within 24 hrs of binding or endorsement.
• Record daily deposits, apply cash to open invoices, and scan checks for remote deposits.
• Prepare month-end premium, commission, and trust-account reconciliations; investigate and resolve variances with carriers.
• Draft and execute premium-finance agreements; monitor disbursement schedules, track funding, and upload documents to the AMS.
• Track policy changes, endorsements, audits, and cancellations to ensure corresponding invoices/credits are processed accurately.
• Maintain client records: attach documentation, update financing details, and log communications.
• Answer client billing questions and provide clear, courteous explanations to insureds, brokers, and insurance carriers.
• Monitor funding and commission payments; escalate delinquencies or short pays.
• Assist the Accounting Manager and Account Manager with day-to-day tasks and fulfill any other duties they may assign.

Experience and Qualifications:

• Minimum of two years’ commercial P&C insurance experience (preferably five) within a retail agency setting
• Exceptional attention to detail that catches billing, data, and coverage errors before they reach clients.
• Flexible mindset able to pivot between accounting tasks, client service, and ad-hoc requests without missing deadlines.
• Proficient in Microsoft 365, Google Workspace, and SharePoint shared drives for seamless document management.
• Excellent written and verbal communication coupled with strong problem-solving abilities.
• Outstanding organizational and time-management skills support juggling multiple priorities.

Compensation Package:

• Salary range: $60k - $75k, plus benefits package including major medical, 401k, profit sharing.
• Opportunities for career growth and professional development.
• A supportive and innovative team environment.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion. 

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Job Description:

We are seeking a detail-oriented and experienced Senior Certified Medical Coder to join our client's Claims team. This dual-role position is responsible for ensuring accurate medical coding and efficient claims processing to support timely reimbursement and regulatory compliance. The ideal candidate will have a strong background in medical coding, claims adjudication, and healthcare administration. 

Compensation:

• $50,000 - $60,000/year (based on experience)
• 4 weeks of PTO + 9 company holidays
• 401(k) with generous company match
• Full medical benefits

Requirements:

• Education: Associate’s or Bachelor’s degree in Health Information Management, Healthcare Administration, or related field.
• Certifications: CPC, CCS, or equivalent medical coding certification required.
• Experience: Minimum 5 years of experience in medical coding and claims processing, preferably in a senior or lead role.
• Strong knowledge of medical terminology, anatomy, and healthcare reimbursement systems.
• Proficiency with EHR systems and claims management software (e.g., Epic, Cerner, Availity).
• Excellent analytical, organizational, and communication skills.

Key Responsibilities:

• Review and analyze medical records to assign accurate ICD-10, CPT, and HCPCS codes.
• Submit, track, and follow up on insurance claims to ensure timely and accurate reimbursement.
• Investigate and resolve claim denials, discrepancies, and appeals.
• Collaborate with providers, billing staff, and insurance companies to clarify documentation and coding issues.
• Maintain up-to-date knowledge of payer policies, coding guidelines, and regulatory changes.
• Generate reports on claims status, coding accuracy, and reimbursement trends.
• Mentor junior staff and assist with training on coding and claims procedures.

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