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WHO WE ARERelation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FORThe Senior Client Service Specialist assists the Account Management and Consulting teams in servicing and retaining clients. The Senior Client Service Specialist responds promptly to requests from clients, prospects and members of the production and account management staff. The individual in this role is expected to project a professional company image through all interaction with clients, insurance carriers, vendors, team members and others.A GLIMPSE INTO YOUR DAY<ul> <li>Provides ongoing administrative support and coordinates with Account Managers and other service team members to ensure that clients receive all key deliverables in a timely and accurate manner.</li> <li>Serves as a client advocate and a point of contact for assigned accounts.</li> <li>Assists in managing client expectations, service commitments, and anticipates needs of the client.</li> <li>Answers correspondence related to client’s employee benefit plans in a timely manner. Documents all client interaction and updates client service logs.</li> <li>Maintains client files accurately and consistently, responsible for proper documentation of files and proper communication in accordance with company workflow, procedures and best practices.</li> <li>Quickly identifies and resolves basic client service issues. Assists with identifying, conducting research, and resolving participant benefit issues. </li> <li>Conducts research on billing issues on behalf of the clients.</li> <li>Coordinates with clients on the accumulation of census data, history of plans, and all other data for insurance carrier quotes as directed. </li> <li>Researches client issues by contacting carriers and vendors on behalf of the client and determines when issues need to be escalated.</li> <li>Creates client monthly, quarterly and annual reports utilizing Relation templates and software.</li> <li>Provides client compliance support including ACA, SPD preparation, 5500 filings and actuary reports. </li> <li>Assists with managing open enrollment and the preparation of presentation materials, employee handouts, and other informational tools for client meetings.</li> <li>Enters benefit enrollments and terminations for assigned clients.</li> <li>Assists with the creation of client presentations using Excel and PowerPoint.</li> <li>Reviews Summary Plan Descriptions (SPD) from the carrier and compares it to the client's benefits for accuracy.</li> <li>Assists with creating spreadsheets and premium allocations.</li> <li>Prepares summaries of insurance with guidance from Account Manager and other service team members.</li> <li>Recommends process improvements as needed.</li> <li>Performs other projects, duties, and tasks, as assigned.</li> </ul>WHAT SUCCESS LOOKS LIKE IN THIS ROLE<ul> <li>A Life, Health and Accident License from state of domicile is required within 90 days of hire and must be maintained thereafter.</li> <li>High School Diploma or equivalent required.</li> <li>Minimum of 5+ years of Customer Service experience.</li> <li>At least 1-year previous Life, Health and Accident experience.</li> <li>Bilingual (English/Spanish) preferred; may be required, depending on location.</li> <li>Working knowledge of insurance markets, products, services insurance ratings and underwriting procedures preferred.</li> <li>Prior experience with agency management systems software and online rating systems preferred.</li> <li>Proficient in using computers and Microsoft Office Suite (emphasis on Excel). Must be computer literate with the ability to learn new software.</li> <li>Excellent interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others.</li> <li>Ability to work independently with limited daily supervision and to work effectively in a team environment.</li> <li>Ability to function effectively under tight time constraints, consistently meets strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.</li> </ul>WHY CHOOSE RELATION?<ul> <li>Competitive pay.</li> <li>A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. </li> <li>Career advancement and development opportunities.</li> </ul>.Note: The above is not all encompassing of the full position description. Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. .$16.55 - $34.38

Relation Insurance

Senior Client Service Specialist - Employee Benefits

PEPM Group

Accounting Administrative Assistant

Full Job Description: <a href="https://drive.google.com/file/d/1qssxeA06JiU1s6IL_MBBzZaPwd6l-UFK/view?usp=sharing" target="_blank">Associate Buyer</a> Grade: Hourly 14 | H-14 Tulsa Public Schools’ existing salary schedules provide career increment adjustments based on education/experience and/or years of creditable service. For more information about the salary for this specific position please review the <a href="https://www.tulsaschools.org/about/teams/talent-management/compensation" target="_blank">Salary Schedule</a> for the corresponding Salary Grade (listed above). For more information on our comprehensive benefits packages, please visit: <a href="https://www.tulsaschools.org/careers/comp-benefits" target="_blank">Compensation and Benefits website</a>. About Our District: At Tulsa Public Schools, our mission is to inspire and prepare every student to love learning, achieve ambitious goals, and make positive contributions to our world. We are the destination for extraordinary educators and staff who work with our community and families to ignite the joy of learning and prepare every student for the greatest success in college, careers, and life. Our core values of equity, character, excellence, team, and joy guide how we work and interact with each other and our community. Position Summary: Responsible for procurement of assigned commodity groups. Assists district buyers as needed. Processes requests for proposals and projects. Creates detailed documents and reports to ensure all district purchases meet board policy, state laws, and all other requirements. Minimum Qualifications: Education: • Associate’s degree in business administration, accounting, finance, related field or equivalent work experience in lieu of degree Experience: • Two (2) years procurement • Two (2) years’ experience in accounts payable • Two (2) years’ experience in ad hoc reporting • Two (2) years’ experience in front facing customer service Specialized Knowledge, Licenses, etc.: • Public procurement Certification preferred • Proficient in Microsoft Office Suite and Google Suite • Bilingual in Spanish preferred

Tulsa Public Schools

Associate Buyer

Req ID: 76108 Location: Tulsa -TUL Areas of Interest: Banking Center Management; Business Development; Consumer Banking Pay Transparency Salary Range: Not Available Application Deadline: 02/28/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. <h2>Bonus Type</h2> Discretionary <h2>Summary</h2> Are you looking to join a company where people truly care about making a difference? BOK Financial is committed to achieving more together by bringing passion and customer focus to the business. Join us today as a Bilingual Financial Center Leader. <h2>Job Description</h2> The Bilingual Financial Center Leader (FCL) is responsible for all aspects of branch performance. Builds a high-performing team through the attraction, onboarding, coaching, and development of team members. Drives revenue through community involvement, business development activities, and customer loyalty through needs-based consultative interactions that help clients achieve financial well-being. Creates a differentiated client experience, making banking safe and easy in a multi-channel environment. Collaborates with a broad range of business line partners. During your first nine weeks of employment, you will participate in a comprehensive training program. Please note that the training schedule may differ from your regular work schedule, and you may be required to train at a different location before being permanently assigned to a branch. <h2>Team Culture</h2> We’re passionate about what we do and it shows. Working with our peers across the bank to help our clients achieve their financial goals is rewarding. We’ve created a fun, safe space for you to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level. We support and lift one another up and help each other become better. Recognition, integrity and the desire to help others are our winning combination. <h2>How You'll Spend Your Time</h2> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of a ­­­­­­­­­­­­­Bachelors Degree in Business or a related field of study and 3-5 years of directly related experience in management/supervisory capacity or 5-7 years of equivalent combination of education and experience. Candidate must meet minimum language requirements in designated second language. <ul> <li>Ability to motivate teammates through in-person and virtual coaching methods, while providing leadership and excellent team-building skills</li> <li>Ability to make empowered leadership decisions in a fast-paced, high-volume environment</li> <li>Proven ability to coach, develop and delegate to achieve common goals</li> <li>Strong interpersonal and collaboration skills including effective communication to build partnerships to achieve business outcomes</li> <li>Ability to effectively support teammate engagement and the client experience while driving results </li> <li>Excellent research and problem-solving ability combined with leadership to foster an empowered culture</li> <li>Advanced knowledge of consultative needs-based concepts for client engagement</li> <li>Excellent client experience, relationship-building, and business development skills</li> <li>Advanced knowledge of consumer financial products and services (full technical knowledge of core branch banking products and working knowledge of non-core products such as: mortgage, investment, and business banking)</li> <li>Advanced knowledge and understanding of applicable consumer laws and government regulations</li> </ul> <h2>Advertising Source</h2> BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

Bank of Oklahoma

Bilingual Financial Center Leader

74 Accounting & Finance Jobs in Oklahoma City, OK, USA