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Medical Case Manager (High Risk Pregnancy) CalOptima Join Us in this Amazing Opportunity The Team You'll Join We are a mission driven community-based organization that serves member health with excellence and dignity, respecting the value and needs of each person. If you are ready to advance your career while making a difference, we encourage you to review and apply today and help us build healthier communities for all. More About the Opportunity We are hoping you will join us as a Medical Case Manager (High Risk Pregnancy) and help shape the future of healthcare where you'll be an integral part of our Case Management team, helping to strive for excellence while we serve our member health with dignity, respecting the value and needs of each of our members through collaboration with our providers, community partners and local stakeholders. Case Management is an advanced specialty collaborative practice, responsible for providing ongoing case management services for CalOptima Health's members. The Medical Case Manager, High-Risk Pregnancy, will facilitate communication and coordination among all participants of the health care team and the member to ensure that the services provided promote quality, cost-effective outcomes. You will be a resource for high-risk pregnancy members, delegated plan Case Managers, Personal Care Coordinators (PCCs) and community partners to address medical, behavior and psychosocial concerns. In conjunction with other team members, you will develop and make recommendations for a comprehensive individualized care plan at all levels of care. Together, we are building a stronger, more equitable health system. Your Contributions To the Team: 
<ul>
<li>95% - Case Management
<ul>
<li>Participates in a mission driven culture of high-quality performance, with a member focus on customer service, consistency, dignity and accountability.</li>
<li>Assists the team in carrying out department responsibilities and collaborates with others to support short and long-term goals/priorities for the department.</li>
<li>Reviews and analyzes member health risk assessment (HRA) answers and uses clinical judgment to assign a care management level (CML).</li>
<li>Reviews Interdisciplinary Care Team (ICT) summaries and individual care plans (ICP) to ensure compliance with Centers for Medicare and Medicaid Services (CMS) and Model of Care requirements.</li>
<li>Works collaboratively with the PCCs to develop care plans for members, including those who are pregnant, using member HRA data.</li>
<li>Utilizes all other available data to formulate care plans in the absence of an HRA.</li>
<li>Ensures and facilitates communication between PCCs and delegated plan PCCs to achieve favorable member health outcomes.</li>
<li>Responds appropriately to case management triggers generated as part of the HRA or ICT process.</li>
<li>Anticipates needs for those at risk of transitioning of care and proactively support reducing the risk of re-entering a higher level of care.</li>
<li>Acts as an integral part of the team, providing verbal and written support of member needs.</li>
<li>Collaborates and communicates with the member, family, significant other(s), physicians, health network (HN) designee and other health care providers to support and accomplish goals identified on the individualized care plan in all care settings.</li>
<li>Accepts referrals for case management and serves as CalOptima Health's liaison to community agencies, organizations and state personnel.</li>
<li>Provides case management consultation and education to members, their families and the HNs.</li>
<li>Acts as an advocate to assist in the coordination of the client's identified psychosocial needs, utilizing community resources and support when appropriate.</li>
<li>Participates in proactive identification of patients appropriate for care management.</li>
<li>Initiates appropriate follow-up and the development of an individual care plan incorporating assessment, education, resource planning and coordination of services of those patients accepted for case management.</li>
<li>Assists, as requested, to collect and analyze data from initial/annual/updated health risk assessments, stratification tools, outcome measures and internal/external reports to identify trends, individual issues, problems and resources that are most appropriate to meet client's needs.</li>
<li>Develops and maintains a network of current community resources and services where members can be referred for assistance.</li>
<li>Performs regular review of cases and events to identify patterns/trends and to ensure the department's compliance with CMS, Department of Health Care Services (DHCS) and National Committee for Quality Assurance (NCQA) standards.</li>
<li>Maintains documentation of case management plans/interventions and statistics required to demonstrate activities of the ICT and the impact of case management, quality and care settings that best meet the member's needs.</li>
<li>Serves as a liaison and resource between CalOptima Health and the HNs departments, as applicable.</li>
<li>Develops and maintains a good working relationship with all areas. </li>
</ul>
</li>
<li>5% - Other
<ul>
<li>Completes other projects and duties as assigned.</li>
</ul>
</li>
</ul>
 Do You Have What the Role Requires? 
<ul>
<li>Associate degree in nursing (ADN) or related field PLUS 3 years of clinical experience working with pregnancy and/or managed care experience required; an equivalent combination of education and experience sufficient to successfully perform the essential duties of the position such as those listed above may also be qualifying.</li>
</ul>
 You'll Stand Out More If You Possess the Following: 
<ul>
<li>Bachelor of Science degree in Nursing (BSN), public health or a related field. </li>
<li>Active and unrestricted Registered Nurse CCM certificate. </li>
<li>Bilingual in English and in one of CalOptima Health's defined threshold languages (Arabic, Chinese, Farsi, Korean, Russian, Spanish, Vietnamese). </li>
</ul>
 What the Regulatory Agencies Need You to Possess? 
<ul>
<li>Current unrestricted Registered Nurse (RN) license to practice in the state of California required.</li>
</ul>
 Your Knowledge &amp; Abilities to Bring to this Role: 
<ul>
<li>Develop rapport and establish and maintain effective working relationships with CalOptima Health's leadership and staff and external contacts at all levels and with diverse backgrounds. </li>
<li>Work independently and exercise sound judgment.</li>
<li>Communicate clearly and concisely, both orally and in writing.</li>
<li>Work a flexible schedule; available to participate in evening and weekend events.</li>
<li>Organize, be analytical, problem-solve and possess project management skills.</li>
<li>Work in a fast-paced environment and in an efficient manner.</li>
<li>Manage multiple projects and identify opportunities for internal and external collaboration.</li>
<li>Motivate and lead multi-program teams and external committees/coalitions.</li>
<li>Utilize computer and appropriate software (e.g., Microsoft Office: Word, Outlook, Excel, PowerPoint) and job specific applications/systems to produce correspondence, charts, spreadsheets, and/or other information applicable to the position assignment.</li>
</ul>
 Your Physical Requirements (With or Without Accommodations): 
<ul>
<li>Ability to visually read information from computer screens, forms and other printed materials and information.</li>
<li>Ability to speak (enunciate) clearly in conversation and general communication.</li>
<li>Hearing ability for verbal communication/conversation/responses via telephone, telephone systems, and face-to-face interactions.</li>
<li>Manual dexterity for typing, writing, standing and reaching, flexibility, body movement for bending, crouching, walking, kneeling and prolonged sitting.</li>
<li>Lifting and moving objects, patients and/or equipment 10 to 25 pounds</li>
</ul>
 Ways We Are Here For You 
<ul>
<li>You'll enjoy competitive compensation for this role.
<ul>
<li>Our current hiring range is: Pay Grade: 313 - $90,820 - $145,312 ($43.66 - $69.8615). 
<ul>
<li>The final salary offered will be based on education, job-related knowledge and experience, skills relevant to the role and internal equity among other factors. </li>
</ul>
</li>
</ul>
</li>
<li>This position is approved for Full Telework (**If the position is Telework, it is eligible in California only**) NOTE: Training will be held in the office for the first 4 weeks from 8:00am - 5:00pm, on Tuesdays and Thursdays. </li>
<li>A <a href="https://apptrkr.com/get_redirect.php?id=6753575&amp;targetURL=https://www.caloptima.org/en/careers#benefits" target="_blank">comprehensive benefits package</a> </li>
<li>CalPERS pension program and additional retirement packages. </li>
<li>Additional benefits and perks including:
<ul>
<li>A generous PTO program</li>
<li>A quality work life balance</li>
<li>Various wellness programs</li>
<li>Tuition Reimbursement</li>
<li>Professional development opportunities</li>
<li>Career development opportunities</li>
<li>Flexible scheduling</li>
<li>And the satisfaction of knowing your work directly impacts and improves healthcare access for thousands of individuals and families.</li>
</ul>
</li>
</ul>
 Our Work Environment: If located at the 500, 505 Building or a remote work location: 
<ul>
<li>Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed.</li>
<li>There are no harmful environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate.</li>
</ul>
 If located at PACE: 
<ul>
<li>Work is typically indoors in a clinical setting serving the frail and elderly.</li>
<li>There may be harmful or hazardous environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate to loud.</li>
</ul>
 If located in the Community: 
<ul>
<li>Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed. </li>
<li>Employee will occasionally work outdoors in varied temperatures.</li>
<li>There may be harmful or hazardous environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate to loud.</li>
</ul>
 Why Join Us? We believe that diverse perspectives drive innovation. Each employee brings a unique perspective to the overall team and we value everyone's input and we are committed to creating an inclusive environment where you and every team member can thrive while making a meaningful impacts on our community members. Our team reflects and represents the communities we serve, and we welcome candidates from all backgrounds who share our commitment to accessible, quality healthcare. What's Your Next Step? All Applications will be accepted on a continuous basis until a sufficient number of qualified applications have been received. Do NOT miss out. If you want to join our team, the deadline for the first review of applications is December 8, 2025 at 9:00 PM (PST). We are encouraging you to apply early. If you apply after the first review date, your application is not guaranteed to be considered for this recruitment. This recruitment may close at any time without notice after the first review date. Our Commitment to You Your application and resume will be reviewed by a dedicated recruiter to this position. If your experience matches what we need, we will reach out to you to discuss the next steps. The selection process may include, but is not limited to, a skills assessment, phone screen and interview. If you make it through the steps above and are selected for this exciting role, you will be required to undergo a reference and a background check (to include a conviction record) and if applicable also pass a drug screening and/or a post-offer pre-employment medical examination (for specific positions) If you are an Internal CalOptima Health applicant, please apply through the internal portal on InfoNet. We will make sure to keep you updated through each step of the process on your candidate portal. Please make sure to watch for updates on your candidate portal and you emails which will be sent to the email address you listed on your application. Please check your email, including your SPAM folder, regularly throughout the recruitment process. CalOptima Health is committed to attracting, hiring, and retaining a diverse staff, where we will honor your unique experiences, identity, and perspectives. Our organization strives to create and maintain a workplace environment that is inclusive, equitable and welcoming so we can truly be Better Together. CalOptima Health is an equal opportunity employer and makes all employment decisions on the basis of merit. CalOptima Health wants to have qualified employees in every job position. CalOptima Health prohibits unlawful discrimination against any employee, or applicant for employment, based on race, religion/religious creed, color, national origin, ancestry, mental or physical disability, medical condition, genetic information, marital status, sex, sex stereotype, gender, gender identity, gender expression, transitioning status, age, sexual orientation, immigration status, military status as a disabled veteran, or veteran of the Vietnam era, or any other consideration made unlawful by federal, state, or local laws. CalOptima Health also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics or is associated with a person who has, or is perceived as having, any of those characteristics. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation at (714) 246-8400 if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. To apply, please visit: <a href="https://apptrkr.com/6753575" target="_blank">https://jobs.caloptima.org/jobs/medical-case-manager-high-risk-pregnancy-505-city-parkway-west-california-united-states</a> Copyright 2025 Jobelephant.com Inc. All rights reserved. <a href="https://www.jobelephant.com/" target="_blank">Posted by the FREE value-added recruitment advertising agency</a> jeid-2aff510fae8fb6448a86895170bc50fc

Medical Case Manager (High Risk Pregnancy)

Medical Case Manager (LVN) (High Risk Pregnancy) CalOptima Join Us in this Amazing Opportunity The Team You'll Join We are a mission driven community-based organization that serves member health with excellence and dignity, respecting the value and needs of each person. If you are ready to advance your career while making a difference, we encourage you to review and apply today and help us build healthier communities for all. More About the Opportunity We are hoping you will join us as a Medical Case Manager (LVN) (High Risk Pregnancy) and help shape the future of healthcare where you'll be an integral part of our Case Management team, helping to strive for excellence while we serve our member health with dignity, respecting the value and needs of each of our members through collaboration with our providers, community partners and local stakeholders. Case Management is an advanced specialty collaborative practice, responsible for providing ongoing case management services for CalOptima Health's members. The Medical Case Manager (LVN), High-Risk Pregnancy, will facilitate communication and coordination among all participants of the health care team and the member to ensure that the services provided promote quality, cost-effective outcomes. You will be a resource for high-risk pregnancy members, delegated plan Case Managers, Personal Care Coordinators (PCCs) and community partners to address medical, behavior and psychosocial concerns. In conjunction with other team members, you will develop and make recommendations for a comprehensive individualized care plan at all levels of care. Together, we are building a stronger, more equitable health system. Your Contributions To the Team: 
<ul>
<li>95% - Case Management
<ul>
<li>Participates in a mission driven culture of high-quality performance, with a member focus on customer service, consistency, dignity and accountability.</li>
<li>Assists the team in carrying out department responsibilities and collaborates with others to support short and long-term goals/priorities for the department.</li>
<li>Reviews and analyzes member health risk assessment (HRA) answers and uses clinical judgment to assign a care management level (CML).</li>
<li>Reviews Interdisciplinary Care Team (ICT) summaries and individual care plans (ICP) to ensure compliance with Centers for Medicare and Medicaid Services (CMS) and Model of Care requirements.</li>
<li>Works collaboratively with the PCCs to develop care plans for members, including those who are pregnant, using member HRA data.</li>
<li>Utilizes all other available data to formulate care plans in the absence of an HRA.</li>
<li>Ensures and facilitates communication between PCCs and delegated plan PCCs to achieve favorable member health outcomes.</li>
<li>Responds appropriately to case management triggers generated as part of the HRA or ICT process.</li>
<li>Anticipates needs for those at risk of transitioning of care and proactively support reducing the risk of re-entering a higher level of care.</li>
<li>Acts as an integral part of the team, providing verbal and written support of member needs.</li>
<li>Collaborates and communicates with the member, family, significant other(s), physicians, health network (HN) designee and other health care providers to support and accomplish goals identified on the individualized care plan in all care settings.</li>
<li>Accepts referrals for case management and serves as CalOptima Health's liaison to community agencies, organizations and state personnel.</li>
<li>Provides case management consultation and education to members, their families and the HNs.</li>
<li>Acts as an advocate to assist in the coordination of the client's identified psychosocial needs, utilizing community resources and support when appropriate.</li>
<li>Participates in proactive identification of patients appropriate for care management.</li>
<li>Initiates appropriate follow-up and the development of an individual care plan incorporating assessment, education, resource planning and coordination of services of those patients accepted for case management.</li>
<li>Assists, as requested, to collect and analyze data from initial/annual/updated health risk assessments, stratification tools, outcome measures and internal/external reports to identify trends, individual issues, problems and resources that are most appropriate to meet client's needs.</li>
<li>Develops and maintains a network of current community resources and services where members can be referred for assistance.</li>
<li>Performs regular review of cases and events to identify patterns/trends and to ensure the department's compliance with CMS, Department of Health Care Services (DHCS) and National Committee for Quality Assurance (NCQA) standards.</li>
<li>Maintains documentation of case management plans/interventions and statistics required to demonstrate activities of the ICT and the impact of case management, quality and care settings that best meet the member's needs.</li>
<li>Serves as a liaison and resource between CalOptima Health and the HNs departments, as applicable.</li>
<li>Develops and maintains a good working relationship with all areas. </li>
</ul>
</li>
<li>5% - Other
<ul>
<li>Completes other projects and duties as assigned. </li>
</ul>
</li>
</ul>
 Do You Have What the Role Requires? 
<ul>
<li>High school diploma or equivalent PLUS 1 year of clinical experience working with pregnancy and/or managed care experience required; an equivalent combination of education and experience sufficient to successfully perform the essential duties of the position such as those listed above may also be qualifying.</li>
</ul>
 You'll Stand Out More If You Possess the Following: 
<ul>
<li>Associate degree in nursing (ADN), public health or a related field. </li>
<li>Active and unrestricted Registered Nurse CCM certificate. </li>
<li>Bilingual in English and in one of CalOptima Health's defined threshold languages (Arabic, Chinese, Farsi, Korean, Russian, Spanish, Vietnamese).</li>
</ul>
 What the Regulatory Agencies Need You to Possess? 
<ul>
<li>Current unrestricted Licensed Vocational Nurse (LVN) license to practice in the state of California required.</li>
</ul>
 Your Knowledge &amp; Abilities to Bring to this Role: 
<ul>
<li>Develop rapport and establish and maintain effective working relationships with CalOptima Health's leadership and staff and external contacts at all levels and with diverse backgrounds. </li>
<li>Work independently and exercise sound judgment.</li>
<li>Communicate clearly and concisely, both orally and in writing.</li>
<li>Work a flexible schedule; available to participate in evening and weekend events.</li>
<li>Organize, be analytical, problem-solve and possess project management skills.</li>
<li>Work in a fast-paced environment and in an efficient manner.</li>
<li>Manage multiple projects and identify opportunities for internal and external collaboration.</li>
<li>Motivate and lead multi-program teams and external committees/coalitions.</li>
<li>Utilize computer and appropriate software (e.g., Microsoft Office: Word, Outlook, Excel, PowerPoint) and job specific applications/systems to produce correspondence, charts, spreadsheets, and/or other information applicable to the position assignment.</li>
</ul>
 Your Physical Requirements (With or Without Accommodations): 
<ul>
<li>Ability to visually read information from computer screens, forms and other printed materials and information.</li>
<li>Ability to speak (enunciate) clearly in conversation and general communication.</li>
<li>Hearing ability for verbal communication/conversation/responses via telephone, telephone systems, and face-to-face interactions.</li>
<li>Manual dexterity for typing, writing, standing and reaching, flexibility, body movement for bending, crouching, walking, kneeling and prolonged sitting.</li>
<li>Lifting and moving objects, patients and/or equipment 10 to 25 pounds</li>
</ul>
 Ways We Are Here For You 
<ul>
<li>You'll enjoy competitive compensation for this role.
<ul>
<li>Our current hiring range is: Pay Grade: 311 - $77,863 - $124,581 ($37.43 - $59.8947). 
<ul>
<li>The final salary offered will be based on education, job-related knowledge and experience, skills relevant to the role and internal equity among other factors. </li>
</ul>
</li>
</ul>
</li>
<li>This position is approved for Full Telework (**If the position is Telework, it is eligible in California only**) ***Training will be held in the office for the first 4 weeks from 8:00am - 5:00pm, on Tuesdays and Thursdays. </li>
<li>A <a href="https://apptrkr.com/get_redirect.php?id=6753587&amp;targetURL=https://www.caloptima.org/en/careers#benefits" target="_blank">comprehensive benefits package</a> </li>
<li>CalPERS pension program and additional retirement packages. </li>
<li>Additional benefits and perks including:
<ul>
<li>A generous PTO program</li>
<li>A quality work life balance</li>
<li>Various wellness programs</li>
<li>Tuition Reimbursement</li>
<li>Professional development opportunities</li>
<li>Career development opportunities</li>
<li>Flexible scheduling</li>
<li>And the satisfaction of knowing your work directly impacts and improves healthcare access for thousands of individuals and families.</li>
</ul>
</li>
</ul>
 Our Work Environment: If located at the 500, 505 Building or a remote work location: 
<ul>
<li>Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed.</li>
<li>There are no harmful environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate.</li>
</ul>
 If located at PACE: 
<ul>
<li>Work is typically indoors in a clinical setting serving the frail and elderly.</li>
<li>There may be harmful or hazardous environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate to loud.</li>
</ul>
 If located in the Community: 
<ul>
<li>Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed. </li>
<li>Employee will occasionally work outdoors in varied temperatures.</li>
<li>There may be harmful or hazardous environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate to loud.</li>
</ul>
 Why Join Us? We believe that diverse perspectives drive innovation. Each employee brings a unique perspective to the overall team and we value everyone's input and we are committed to creating an inclusive environment where you and every team member can thrive while making a meaningful impacts on our community members. Our team reflects and represents the communities we serve, and we welcome candidates from all backgrounds who share our commitment to accessible, quality healthcare. What's Your Next Step? All Applications will be accepted on a continuous basis until a sufficient number of qualified applications have been received. Do NOT miss out. If you want to join our team, the deadline for the first review of applications is December 8, 2025 at 9:00 PM (PST). We are encouraging you to apply early. If you apply after the first review date, your application is not guaranteed to be considered for this recruitment. This recruitment may close at any time without notice after the first review date. Our Commitment to You Your application and resume will be reviewed by a dedicated recruiter to this position. If your experience matches what we need, we will reach out to you to discuss the next steps. The selection process may include, but is not limited to, a skills assessment, phone screen and interview. If you make it through the steps above and are selected for this exciting role, you will be required to undergo a reference and a background check (to include a conviction record) and if applicable also pass a drug screening and/or a post-offer pre-employment medical examination (for specific positions) If you are an Internal CalOptima Health applicant, please apply through the internal portal on InfoNet. We will make sure to keep you updated through each step of the process on your candidate portal. Please make sure to watch for updates on your candidate portal and you emails which will be sent to the email address you listed on your application. Please check your email, including your SPAM folder, regularly throughout the recruitment process. CalOptima Health is committed to attracting, hiring, and retaining a diverse staff, where we will honor your unique experiences, identity, and perspectives. Our organization strives to create and maintain a workplace environment that is inclusive, equitable and welcoming so we can truly be Better Together. CalOptima Health is an equal opportunity employer and makes all employment decisions on the basis of merit. CalOptima Health wants to have qualified employees in every job position. CalOptima Health prohibits unlawful discrimination against any employee, or applicant for employment, based on race, religion/religious creed, color, national origin, ancestry, mental or physical disability, medical condition, genetic information, marital status, sex, sex stereotype, gender, gender identity, gender expression, transitioning status, age, sexual orientation, immigration status, military status as a disabled veteran, or veteran of the Vietnam era, or any other consideration made unlawful by federal, state, or local laws. CalOptima Health also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics or is associated with a person who has, or is perceived as having, any of those characteristics. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation at (714) 246-8400 if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. To apply, please visit: <a href="https://apptrkr.com/6753587" target="_blank">https://jobs.caloptima.org/jobs/medical-case-manager-lvn-high-risk-pregnancy-505-city-parkway-west-california-united-states</a> Copyright 2025 Jobelephant.com Inc. All rights reserved. <a href="https://www.jobelephant.com/" target="_blank">Posted by the FREE value-added recruitment advertising agency</a> jeid-6f46a4a5bd072343aa775a9395f14428

Medical Case Manager (LVN) (High Risk Pregnancy)

<h3>Job Description</h3>
Job Description
POSITION SUMMARY Support the sales efforts of the associated Everence office. Provide technical expertise and clerical and administrative support for financial consultants. Deliver excellent customer service to current policyholders, members, prospects, and staff.
RESPONSIBILITIES AND DUTIES
<ol>
<li>Become proficient in using the Everence client database system (CRM) to effectively manage ongoing client data and office processes. </li>
<li>Acquire and maintain a strong working knowledge of all Everence investment and insurance products, paperwork, and the systems for processing workflow. </li>
<li>Prepare investment reviews. </li>
<li>Acquire and maintain a strong working knowledge of compliance regulations.</li>
<li>Attend scheduled team meetings and conference calls. </li>
<li>Perform other tasks such as: maintaining current product-related forms, photocopying, filing, scanning, faxing, constructing letters and memos, completing various mailings, answering phones, and adding documentation to the client database system (CRM). </li>
<li>Manage office details including (but not limited to): Gathering and submitting expenses, processing mail, ordering office supplies and materials, overseeing the shredding process, ordering snacks and drinks for client meetings, etc.</li>
</ol>
Provide sales assistance including: 
<ol>
<li>Effectively manage customer inquiries and questions regarding various products and services.</li>
<li>Process and maintain various communication approvals through the Broker-Dealer compliance system. </li>
<li>Maintain current forms, investment materials, and compliance records. </li>
<li>Prepare and assemble materials needed for appointments or mailings. </li>
<li>Prepare applications and service request forms using an automated forms system (LaserApp, DocuPace).</li>
<li>Process and forward applications to appropriate departments and companies. </li>
<li>Monitor pending trades and account activity and send thank you letters when confirmations are received. </li>
<li>Provide updates and confirmations to the applicable Consultants whenever money movement processes occur. Send confirmations to clients as well. </li>
<li>Prepare correspondence and various client reports.</li>
<li>Stay current with announcements posted daily on Everence secure consultant website, as well as non-Everence product websites.</li>
<li>Set up and maintain client files in hard copy, database management system (CRM), and scanning system (OnBase). </li>
<li>Input client data using Financial Profiles software. </li>
<li>Schedule client appointments and answer phone calls. </li>
<li>Handle marketing and mailing projects as necessary. </li>
<li>Screen incoming calls and forward them to the appropriate consultant or representative. </li>
<li>Assist with other projects as assigned.</li>
</ol>
QUALIFICATIONS
Education: 
Prefer at least two years of college or specialized training
Experience: 
<ol>
<li>Prior experience in financial services or the insurance industry is preferred</li>
<li>A minimum of two years of administrative support experience preferred, including proficiency in using Microsoft Office software</li>
<li>Must have experience or aptitude to learn PC-based software programs</li>
</ol>
Skills and Abilities:
<ol>
<li>Personable: enjoys helping people; proficient with phone skills</li>
<li>Ability to take initiative; proven organizational skills; strong attention to detail</li>
<li>Exercises good judgment and displays a positive attitude</li>
<li>Problem-solving abilities</li>
<li>Sensitivity to confidentiality of information </li>
<li>Enthusiastically embraces the mission of Everence</li>
<li>Ability to handle multiple tasks and interruptions with efficiency, calmness, and courtesy</li>
<li>Ability to relate and communicate well with all contacts, internal and external</li>
<li>Ability to handle difficult situations with tact and diplomacy</li>
<li>Excellent communication skills including both written and verbal; good grammar and spelling skills</li>
<li>Ability to meet the public in a professional and friendly manner</li>
</ol>

SUPERVISORY RESPONSIBILITIES: None SCHEDULE: Full-time

Client Services Representative

<h3>Job Description</h3>
Job Description
Get ready to merge your professional skills with your passion for pets! Join Riley's Ranch, the ultimate veterinarian-owned luxury pet resort, as our next high-energy full-time Client Services Representative in sunny Austin, TX.
 
WHAT WE OFFER:
Competitive hourly pay at $15-$18/hour.
Awesome Perks: A sweet bonus structure, fun company parties (we take celebrations seriously!), generous PTO, provided uniforms (no wardrobe stress!), and comprehensive health insurance.
 
THE DIFFERENCE THAT WE MAKE
At Riley's Ranch, we're more than a luxury pet resort; we're a veterinarian-owned facility where pets love to visit and owners have peace of mind. From overnight boarding and daycare to grooming and even veterinary acupuncture, our state-of-the-art space is built with safety and comfort in mind. Guided by our values of fun, attention, respect, and transparency, we've created a positive workplace where employees feel supported, valued, and proud of the care they provide. With great benefits, comprehensive training, and a culture rooted in compassion, Riley's Ranch is the perfect place to grow your career while making a difference for pets and their families.
 
WHAT WE NEED FROM A CLIENT SERVICES REPRESENTATIVE:
<ul>
<li>High school diploma or an equivalency</li>
<li>Ability to communicate effectively, via email, text message, and voice-to-voice</li>
<li>Brings high energy to the pet resort</li>
<li>Committed to delivering excellent customer service</li>
<li>Valid driver's license</li>
<li>Good computer skills (MS Office, scheduling software, etc.)</li>
<li>Ability to occasionally lift and/or move up to 50 lbs.</li>
</ul>
Preferred Qualifications:
<ul>
<li>2+ years of customer service experience in retail, restaurant, hospitality, or similar environments</li>
<li>Strong leadership qualities</li>
</ul>
 
TAKE A GLIMPSE INTO YOUR DAY
We're looking for someone who can work evenings/weekends. 
- Evening Shifts: start at 12 PM and end at 7 PM. 
- Weekend Shifts: start at 6:50 AM and end at 1 PM OR 12:30 PM to 7 PM
As our Client Services Representative, you are the client whisperer, spending your day expertly managing all calls, emails, and messages to coordinate seamlessly with every pet owner, whether they are new or a long-time friend of the Ranch. You are constantly booking and confirming all necessary services, from exciting daycare romps to cozy overnight stays and crucial pet evaluations, all while meticulously verifying and compiling vaccine records to keep our furry guests healthy and happy. You smoothly manage all front desk activities-check-ins, checkouts, reservations, and special requests-ensuring that every pet owner sails through the process with the total peace of mind that their companion will be having the time of their life. Beyond the desk, you track retail inventory and payments, help the resort shine by maintaining company standards for safety and cleanliness, keep leadership in the loop with high-level communication about client satisfaction, and even get to flex your creative muscles by assisting the resort manager in developing our front desk training guides.
 
READY TO JOIN OUR TEAM?
Don't wait to start your dream job! The first step toward a rewarding career as a Client Services Representative at Riley's Ranch is simple. Apply today with our initial, mobile-friendly application-it's short, easy, and faster than a Golden Retriever chasing a tennis ball!
 Job Posted by ApplicantPro

<h3>Job Description</h3>
Job DescriptionDescription:
Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.
 While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.
 We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business.
 Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations.
 Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us!
 In-Office: This is a 100% in-office role based at our Meridian, ID location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours.
 Position Overview As the Account Manager, I play a pivotal role in resolving client payroll and HR system challenges while fostering exceptional customer relationships through fundamental technical expertise. By effectively utilizing available resources and prioritizing issues, the Account Manager I deliver outstanding customer service. The role involves meeting performance metrics through a combination of inbound and outbound interactions, including phone conversations, Zoom meetings, and email exchanges. Serving as the primary point of contact within a dedicated client support team, the Account Manager assumes full responsibility for maintaining and enhancing client relationships.
 Location: Meridian, ID
Compensation: $23.00/hour
Reports To: Client Services Team Lead
Schedule: In Office Monday - Friday, 9:00am - 6:00pm (MST)
 Primary Responsibilities
<ul>
<li>Issue Resolution – Maintain consistent availability, manage workloads for optimal accessibility, effectively troubleshoot and resolve client issues, and escalate when necessary.</li>
<li>Client Focus - Champion clients' interests, delivering clear and effective resolutions. Collaborate with internal technical experts to provide optimal solutions.</li>
<li>Timely Solution Delivery - Prioritize successful and punctual solution delivery in line with client requirements and internal service metrics. Metrics include availability, outbound adherence, first call &amp; case resolution, minimal escalations, and high client retention &amp; satisfaction.</li>
<li>Leverage Resources - Appropriately leverage resources to source and validate answers, document issues while adhering to payroll policies, and ensure seamless client support. Embrace feedback and adapt behaviors as needed.</li>
<li>Continued Learning – Dedicated to personal and professional growth, stay current by completing educational courses and assigned training within designated timeframes.</li>
</ul>
Expectations
<ul>
<li>Dependability/Follow-Up: Proficiently multitask, respond promptly, and ensure timely follow-up.</li>
<li>Problem Solve: Skillfully troubleshoot and resolve issues using knowledge, resources, and qualitative and quantitative information.</li>
<li>Communication: Exhibit professional written and verbal communication consistently with internal and external stakeholders.</li>
<li>Guidance – Provide clients with guidance on HR and Payroll best practices, software change management, and alignment with Paylocity products.</li>
</ul>
Education and Experience Required
<ul>
<li>Bachelor’s degree in Business, Marketing, Communications, Organizational Leadership, International Business, Hospitality, Finance or Accounting, OR High School Diploma with a minimum of 2 years of relevant HCM experience</li>
<li>Proficiency in Microsoft Office suite</li>
<li>Strong written communication skills for business correspondence.</li>
<li>Strong team player with attention to detail</li>
<li>Self-starter with the ability to handle multiple projects at once.</li>
<li>Essential skills: Analytical thinking, problem-solving, time management, communication, and decision-making.</li>
</ul>
Preferred
<ul>
<li>CPP, FPC, APA, and/or SHRM-CP certified</li>
<li>Experience in customer service or previous client interfacing role</li>
<li>Experience in payroll and/or call center environment</li>
</ul>
Physical requirements
<ul>
<li>Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day.</li>
<li>Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously.</li>
</ul>
Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better. 
 
We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers. 
 
We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact <a href="mailto:LeaveBenefits@paylocity.com" target="_blank">LeaveBenefits@paylocity.com</a>. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed. 
 The pay rate for this position is $23 /hr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via <a href="http://www.paylocity.com/careers" target="_blank">www.paylocity.com/careers</a>.
Requirements:

<h3>Job Description</h3>
Job DescriptionBenefits: 
<ul>
<li>Company parties</li>
<li>Flexible schedule</li>
<li>Free food &amp; snacks</li>
<li>Opportunity for advancement</li>
<li>Training &amp; development</li>
<li>Bonus based on performance</li>
</ul>
 We are looking for motivated individuals to join our on-site team as Client Services Representatives. This is a great opportunity for entry-level candidates who want to build strong communication skills and grow in a professional work environment. No prior experience is required full training is provided. Key Responsibilities: 
<ul>
<li>Communicate with clients and understand their needs </li>
<li>Provide information and support in a professional manner </li>
<li>Learn and apply customer service and sales skills </li>
<li>Maintain accurate client records </li>
<li>Work closely with team members and leadership </li>
</ul>
Qualifications: 
<ul>
<li>Entry-level applicants welcome </li>
<li>Strong communication and interpersonal skills </li>
<li>Positive attitude and willingness to learn </li>
<li>Professional and reliable </li>
</ul>
What We Offer: 
<ul>
<li>Performance-based pay with bonuses </li>
<li>Comprehensive training and coaching </li>
<li>Career growth and advancement opportunities </li>
<li>Supportive, team-oriented workplace </li>
</ul>
Apply through the job platform to be considered.

<h3>Job Description</h3>
Job DescriptionClient Services | $21/hour | Monday–Friday, 10:30 AM – 7:00 PM | Hybrid What Matters Most
<ul>
<li>Competitive Pay of $21 per hour </li>
<li>Schedule: Monday – Friday, 10:30 AM – 7:00 PM</li>
<li>Location: Omaha, NE</li>
<li>Temporary job with potential to get hired on </li>
<li>Weekly Pay with direct deposit or pay card</li>
<li>When you work through The Reserves Network, you are eligible to enroll in dental, vision and medical insurance as well as 401K, direct deposit and our referral bonus program</li>
</ul>
Job DescriptionWe are seeking a detail-oriented and customer-focused Client Services Analyst to support billing operations for a respected insurance organization. In this role, you will manage billing inquiries, support software users, and ensure a high level of service to agents, insureds, and internal teams. This position offers a hybrid work schedule after six months of training and strong potential for long-term career growth. If you’re organized, analytical, and committed to service excellence, this is the role for you.Responsibilities:
<ul>
<li>Respond to agent and insured billing inquiries and process electronic payments and account setups</li>
<li>Provide technical support for billing and policy servicing systems</li>
<li>Answer underwriting questions related to commercial auto and property policies</li>
<li>Act as first point of contact for customers via phone, email, and other communication channels</li>
</ul>
Qualifications and Requirements:
<ul>
<li>Bachelor’s degree in business or related field, or equivalent experience</li>
<li>1–2 years of customer service experience in a professional setting</li>
<li>Strong organizational skills and ability to manage multiple tasks and priorities</li>
<li>Excellent written and verbal communication skills with strong attention to detail</li>
</ul>
Benefits and Perks:
<ul>
<li>Pay Rate: $21.00/hour</li>
<li>Medical, Dental, and Vision Insurance</li>
<li>Ongoing Training and Career Growth Opportunities</li>
</ul>
Your New Organization:Our client is a well-established, reputable organization in the insurance sector known for its customer-first approach and collaborative work culture. With structured training and a hybrid schedule after six months, this role provides a stable and supportive environment for professional growth.Your Career Partner:The Reserves Network, a veteran-founded and family-owned company, specializes in connecting exceptional talent with rewarding opportunities. With extensive industry experience, we are dedicated to helping you achieve your professional goals and shine in your field. The Reserves Network values diversity and encourages applicants from all backgrounds to apply. As an equal-opportunity employer, we foster an environment of respect, integrity, and trust in every aspect of employment.The base salary range for this position is $43,680, excluding benefits, bonuses, or other compensation. Your final salary will depend on your skills, qualifications, experience, location, and internal pay equity. Please note, hiring at the top of the range is uncommon to allow room for future salary growth. #TRN510ZR Company DescriptionThe Reserves Network is more than a staffing agency—we're a career partner. With a strong reputation for placing top talent across eight key specialties— Industrial &amp; Manufacturing, Office &amp; Professional, Accounting &amp; Finance, Healthcare, Engineering, Executive &amp; Management, Real Estate, and Information Technology—we prioritize your professional growth and job satisfaction. We offer personalized career guidance, access to exclusive job opportunities, and a supportive team dedicated to helping you reach your career goals. When you join The Reserves Network, you're not just filling a position; you're building a career with a company that values your skills and aspirations. 
<h3>Company Description</h3>
The Reserves Network is more than a staffing agency—we're a career partner. With a strong reputation for placing top talent across eight key specialties— Industrial &amp; Manufacturing, Office &amp; Professional, Accounting &amp; Finance, Healthcare, Engineering, Executive &amp; Management, Real Estate, and Information Technology—we prioritize your professional growth and job satisfaction. We offer personalized career guidance, access to exclusive job opportunities, and a supportive team dedicated to helping you reach your career goals. When you join The Reserves Network, you're not just filling a position; you're building a career with a company that values your skills and aspirations.

<h3>Job Description</h3>
Job DescriptionClient Services | $21/hour | Monday–Friday, 10:30 AM – 7:00 PM | Hybrid What Matters Most
<ul>
<li>Competitive Pay of $21 per hour </li>
<li>Schedule: Monday – Friday, 10:30 AM – 7:00 PM</li>
<li>Location: Omaha, NE</li>
<li>Temporary job with potential to get hired on </li>
<li>Weekly Pay with direct deposit or pay card</li>
<li>When you work through The Reserves Network, you are eligible to enroll in dental, vision and medical insurance as well as 401K, direct deposit and our referral bonus program</li>
</ul>
Job DescriptionWe are seeking a detail-oriented and customer-focused Client Services Analyst to support billing operations for a respected insurance organization. In this role, you will manage billing inquiries, support software users, and ensure a high level of service to agents, insureds, and internal teams. This position offers a hybrid work schedule after six months of training and strong potential for long-term career growth. If you’re organized, analytical, and committed to service excellence, this is the role for you.Responsibilities:
<ul>
<li>Respond to agent and insured billing inquiries and process electronic payments and account setups</li>
<li>Provide technical support for billing and policy servicing systems</li>
<li>Answer underwriting questions related to commercial auto and property policies</li>
<li>Act as first point of contact for customers via phone, email, and other communication channels</li>
</ul>
Qualifications and Requirements:
<ul>
<li>Bachelor’s degree in business or related field, or equivalent experience</li>
<li>1–2 years of customer service experience in a professional setting</li>
<li>Strong organizational skills and ability to manage multiple tasks and priorities</li>
<li>Excellent written and verbal communication skills with strong attention to detail</li>
</ul>
Benefits and Perks:
<ul>
<li>Pay Rate: $21.00/hour</li>
<li>Medical, Dental, and Vision Insurance</li>
<li>Ongoing Training and Career Growth Opportunities</li>
</ul>
Your New Organization:Our client is a well-established, reputable organization in the insurance sector known for its customer-first approach and collaborative work culture. With structured training and a hybrid schedule after six months, this role provides a stable and supportive environment for professional growth.Your Career Partner:The Reserves Network, a veteran-founded and family-owned company, specializes in connecting exceptional talent with rewarding opportunities. With extensive industry experience, we are dedicated to helping you achieve your professional goals and shine in your field. The Reserves Network values diversity and encourages applicants from all backgrounds to apply. As an equal-opportunity employer, we foster an environment of respect, integrity, and trust in every aspect of employment.The base salary range for this position is $43,680, excluding benefits, bonuses, or other compensation. Your final salary will depend on your skills, qualifications, experience, location, and internal pay equity. Please note, hiring at the top of the range is uncommon to allow room for future salary growth.

<h3>Job Description</h3>
One Physics is seeking a full-time Client Services Representative to join our growing team based out of Towson, Maryland or Dallas, Texas. One Physics has been certified as a "Great Place to Work" 3 years in a row as well as "Best Workplaces in Healthcare" in 2022 and 2023 by Fortune. One Physics employees enjoy the support and flexibility of their roles while exhibiting a passion for excellence in all areas of their work. We create a culture where employees feel valued and ensure our communities are receiving the best-in-class treatment they deserve.
 
Position Summary
The Client Services Representative plays a key role in ensuring client satisfaction by coordinating equipment testing and physics surveys, managing physicist schedules, and maintaining client compliance. This position requires exceptional organization, communication, and customer service skills, along with the ability to manage multiple priorities in a fast-paced environment.
 
Principal Accountabilities and Core Responsibilities
Scheduling Coordination
<ul>
<li>Proactively reach out to clients to schedule equipment testing and physics surveys.</li>
<li>Respond to phone calls and emails from clients, coordinating with physicists to schedule site visits.</li>
<li>Coordinate physicists’ monthly schedules to ensure all site visits are completed on time.</li>
<li>Maintain and update information in Microsoft Dynamics 365, reporting issues, assisting with testing in UAT, and training new users.</li>
<li>Enter and update client data, contracts, and site visit information in Dynamics 365.</li>
<li>Run and analyze reports to ensure all site visits are accurately scheduled and completed.</li>
<li>Schedule and track emergency site visits, ensuring accurate billing and documentation.</li>
<li>Provide callers with information or refer them to the appropriate staff member.</li>
<li>Support cross-functional teams by gaining knowledge of One Physics systems, business logic, and industry practices.</li>
</ul>
 
Quote &amp; Purchase Order Management
<ul>
<li>Generate and provide quotes for service add-ons and clients requiring purchase orders (POs).</li>
<li>Acquire and track receipt of POs to ensure all necessary approvals and documentation are in place.</li>
<li>Enter new customers into client service software and update contract information in Dynamics 365.</li>
<li>Collaborate with clients and internal teams to ensure accurate billing and timely service authorization.</li>
</ul>
 
Report Management
<ul>
<li>Review reports for accuracy, detail, and thoroughness prior to distribution.</li>
<li>Distribute reports to clients in a timely manner and on an ad hoc basis when required.</li>
<li>Maintain organized electronic copies of reports, ensuring accurate filing within the company’s shared electronic folders.</li>
<li>Run periodic audits to confirm reports are distributed, filed, and archived according to company standards.</li>
</ul>
 
Qualifications &amp; Required Skills
<ul>
<li>Proven ability to meet goals and deadlines in a professional environment.</li>
<li>Strong organizational, problem-solving, and decision-making skills.</li>
<li>Exceptional attention to detail.</li>
<li>Ability to build and maintain strong working relationships with clients and team members.</li>
<li>Excellent listening, empathy, and communication skills.</li>
<li>Ability to multi-task and adapt in a fast-paced, dynamic environment.</li>
<li>Proficiency in Microsoft Office Suite (Word, Excel, Outlook).</li>
<li>Strong written and verbal communication skills.</li>
<li>Experience with CRM systems (preferably Microsoft Dynamics 365) is a plus.</li>
</ul>
 
Education &amp; Experience
<ul>
<li>Bachelor’s degree preferred.</li>
<li>Minimum 2 years of client service or customer service experience required.</li>
<li>Experience in a professional office environment; scheduling or coordination experience preferred.</li>
<li>Proficiency in Microsoft Office applications.</li>
<li>CRM experience is a plus.</li>
</ul>
 
Final offer amounts are determined by multiple factors, including geographic location, as well as candidate experience, education level and expertise. If you have questions on compensation, please ask your recruiter. After receiving a conditional employment offer, candidates must complete additional job-related screening processes as permitted or required by applicable law.
 
We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class.

<h3>Job Description</h3>
Job DescriptionBenefits: 
<ul>
<li>401(k)</li>
<li>Bonus based on performance</li>
<li>Paid time off</li>
</ul>
 Seeking a high quality, self motivated, standout candidate who embodies and upholds our CORE values. Do you lead with honor, have integrity and the ability to build strong lasting relationships with our clients with the ability to balance work and life? Candidate must provide invaluable support to our financial adviser(s) and their client base, overseeing a 1-5 person office. We require someone with boundless energy, a determined mindset, and the ability to work autonomously. Serving as the vital link between our clients, advisers, and business associates, you'll leverage your exceptional communication and listening skills to ensure elite client service daily. Success in this role hinges on your capacity to stay abreast of products, resources, company policies, and procedures, all while being an adept communicator. Ideal candidates are detail-oriented, self-motivated, and possess outstanding interpersonal skills for fostering enduring relationships. Responsibilities and Duties As a Client Services Representative, your duties encompass but are not restricted to: handling incoming calls, welcoming clients, managing appointment scheduling and confirmations, organizing files, conducting data entry tasks, handling fax and email communications, conducting research, and preparing and processing appointmentsall while prioritizing and upholding client confidentiality at all times. Requirements: Associate degree in business administration preferred 1+ years of client service experience, preferably in related field Successful completion of provided training Proficient computer skills with MS office suites Outstanding communication skills; both verbal and written Strong people skills High sense of urgency Organization skills Strategic thinker Assertive drive Benefits: Full-Time Salary position 401k plan with 4% contribution from employer Discretionary bonus based on individual and team performance

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