Dayforce

Compliance

• Responsible for providing technical employee benefits related compliance guidance to external employee benefits clients and internal employee benefits staff.
• Provides consistent strategic support to Alliant Employee Benefits National Operations.
• Leads team members.
• Responsible for strategic decision making about compliance content development and deployment.
• Uses independent judgment to respond to difficult client and account team situations.
• Develop subject matter expertise and responsibility for supporting the team, and acts as a subject matter expert during staff trainings.
• Leads and may supervise team members, delegates and monitors work, handles escalated inquiries, conducts staff training and fields questions.
• Timely develops content addressing new compliance legislation on behalf of the national Compliance team for distribution internally and to clients in a straightforward, practical way; includes educational webinars, seminars, alerts, white papers, checklists, frequently asked questions (FAQs) etc.; includes review and ability to understand and summarize regulatory source material.
• Partners with other members of the Compliance team to ensure Compliance portal content is current Partners with brokers, managing directors, and service teams on key accounts; includes attending meetings and participating in conference calls per established national Compliance engagement protocol.
• Engages with local operational lead to assess local client compliance needs and account team training needs.
• Contributes significantly in developing Compliance content for the national Compliance team, for client distribution and to educate staff on compliance issues that ensures competence.
• Provides timely daily compliance question and answer support for local Alliant employee benefits practice based on regional or office assignments in a timely manner; ensures issues are triaged and addressed per established national Compliance engagement protocol.
• Contributes in developing processes and a templates library to support client service teams, updating them as needed.
• Participates in prospect meetings per established National Compliance engagement protocol to present Alliant Compliance capabilities.
• Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
• Performs other duties as assigned.

Lead Compliance Consultant – Employee Benefits

Solutions Engineer

• Develops and executes a proactive sales strategy to promote Medicare education services to employee benefits brokers, agencies, and employer groups.
• Owns the entire sales cycle including prospecting, lead generation, outreach, relationship building, proposal development, negotiation, and closing new business.
• Identifies and pursues new growth opportunities with benefits brokers and B2B clients, engaging C-suite and senior leadership audiences as needed.
• Builds and maintains strong, long-term relationships with brokers, consultants, and employer stakeholders through consistent, value-based engagement.
• Conducts consultative sales conversations to assess client needs and position our Medicare education services as strategic solutions.
• Develops and delivers sales presentations, virtual meetings, and in-person discussions tailored to brokers and executive audiences.
• Attends industry events, trade shows, and networking functions to expand brand visibility, generate leads, and strengthen partner relationships.
• Travels to meet with prospects and broker partners to build relationships and close business
• Collaborates with internal teams to ensure seamless onboarding, implementation, client satisfaction, and ongoing relationship management post-sale.
• Maintains accurate records of sales activity, pipeline, and client interactions in CRM systems.
• Responsible for meeting or exceeding defined sales quotas and performance metrics.
• Monitors industry trends, competitive activity, and regulatory considerations to inform sales strategy and uncover new opportunities.
• Works independently while aligning with company goals, values, and growth initiatives.

Medicare Solutions Sales Consultant

Risk

• Provide analytical and consultative stop loss support to Alliant service teams and clients
• Work closely with Stop Loss/MGA practice leadership
• Support renewal conversations with clients and vendors
• Provide ongoing cost containment identification and evaluation support to clients
• Conduct research, review clinical notes, and prepare claims data loss analysis to provide actionable recommendations for clients and prospects
• Responsible for Alliant’s proprietary Plan IQ predictive risk tool maintenance and reporting
• Leverage systems to develop reporting to monitor and proactively report on group risk, identify cost impact, and partner with service teams to develop solutions for upcoming client renewals
• Lead and/or support discussions regarding stop loss renewal and cost containment
• Market clients’ self-funded group benefit plans to offer the most competitive stop loss insurance renewal and options

Clinical Risk Consultant

Account Manager

• Responsible for providing customer service and overall service of assigned customers and/or policies
• Leads the team to ensure that business goals are met and operations run smoothly
• Fosters and manages overall relationship with clients ensuring retention of executive benefits book of business

Account Manager Lead – Small Group Benefits

Administration

• Responsible for managing several OCIP and CCIP wrap-up programs varying in size from small to large
• Provides administrative support to an assigned group of clients, which includes Wrap-Up accounts
• Supports Producer in developing new business opportunities for existing clients and prospects
• Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer
• Analyzes and compares current exposures and develops renewal or new business specifications for marketing
• Reviews and summarizes marketing results and prepares proposals
• Provides assistance with pre-meetings, WrapX software, contractor interfaces, and contractor credit negotiations
• Resolves customer service inquiries that require research and interactions with carriers or agents
• Conducts marketing, negotiates rates, reviews quotes and coverage’s for competitiveness and accuracy
• Finalizes proposals and presentations in coordination with Producer
• Prepares renewals and client information presentations and assists in preparing Request for Proposal (RFP) responses
• Meets with clients as needed or directed by Producer
• Complies with agency management system data standards and data integrity

Wrap-Up Program Administrator

• Responsible for providing customer service and support to assist Producers and service team in supporting existing accounts and soliciting new business.
• May negotiate prices, commissions, and/or coverages with carriers
• Reviews policies, identifies deficiencies and determines appropriate level of coverage
• Manages renewal process for expiring policies
• Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts
• Binds insurance coverage and prepares insurance binders
• Assists with the preparation of presentations and/or proposals for clients
• Gathers information for applications
• Researches requests for information from underwriters
• Composes correspondence to insured and/or underwriters
• Inputs applications and creates letters, and other forms of correspondence
• Prepares draft certificate templates for review and approval
• Analyzes certificate requests and ensures clients needs are met
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
• Other duties as assigned.

Account Representative – Commercial Insurance

Paralegal

• Support Litigation Attorneys to ensure cases are being moved throughout the process to completion.
• Draft simple pleadings such as Summonses, Dismissals and Motions.
• Request documents from clients to finalize Discovery responses.
• Coordinate Depositions.
• Monitor Litigation deadlines to ensure compliance.
• Draft correspondence to borrowers, Clerks, Judge, Clients, etc.
• Update Client Systems for all Litigation matters.
• Ensure Case Management system is kept updated.
• Handle incoming and outgoing mail, including service packages.
• Ability to manage and prioritize multiple cases.
• Assist with other duties and special projects as needed.
• File and record in the Georgia court websites.

Litigation Paralegal

Attorney

• Manage cases from inception to completion
• Prepare analysis of case and advise client regarding strategies
• Draft court pleadings, defense of motions
• Attend court hearings, both telephonic and in person
• Other duties and special projects as needed

Associate Attorney Internship

Content Writer

• Create and maintain reports using various reporting tools and technologies, ensuring data accuracy and integrity
• Work closely with stakeholders to understand reporting requirements, gather feedback, and ensure reports meet business needs
• Ensure that quality control is maintained
• Investigate and resolve report-related issues, ensuring timely and accurate report delivery
• Proficiency in formatting documents in MS Word, Excel and PDF Editors including field merge type functionality
• Ability to maintain and transition legacy SSRS reports
• Research and recommend new reporting tools and technologies to improve report development and delivery
• Ensure reports comply with data governance and security policies, maintaining data confidentiality and integrity

SQL Report Writer

• The Foreclosure Paralegal I is responsible for the pre-foreclosure process across various states.
• Review pre-foreclosure documents and ensure legal validity and compliance.
• Communication with attorneys, clients, and internal staff to address barriers.
• Maintain case files and track deadlines for timely document submissions.
• Monitor compliance with internal policies and regulations.
• Escalate issues and assist with training new paralegal staff.

Foreclosure Paralegal

Processor

• Open new Legal Referrals in Aldridge Pite, LLP’s internal case management software
• Download all corresponding documents from client systems and PACER
• Review referrals for all necessary information and documents according to client/court/judge requirements in order to proceed with the file
• Request and follow-up on any missing information or documents necessary to proceed with the file
• Forward complete files to appropriate department/attorney to ensure appropriate and timely handling of file
• Assist with additional projects as needed

Bankruptcy Intake Processor

Operations

• Responsible for all functions related to Service, initiation through completion, of the Summons and Complaint in the Foreclosure action.
• Assisting the Surrogates Attorney, which includes but is not limited to tasks such as drafting and filing pleadings for surrogates/probate cases, orders of publication, orders to extend time to serve, and other pleadings as assigned.
• Responsible for scheduling hearings, working cohesively with process servers to ensure timely service and obtain documents, obtaining quotes for publication cost, corresponding with court appointed representatives, and preparing attorneys for surrogate court proceedings.
• Corresponding with clients, courts, various outside counsels, and venders related to the specified pleadings.
• Verifying that service is properly completed on first legal and amended complaints.
• Completing TLO searches to determine serviceable addresses.
• Preparing and filing of Request for Judicial Intervention.
• Registering property with New York City Department of Housing Preservation and Development.
• Updating the clients accordingly using the appropriate client system.
• Requesting Fee Approval.
• Filing of pleadings (E-Portal or via physical email).
• Completing and updating service releases.
• Receiving pleading requests in the client system, email, and by phone.
• Adding the request to workload reports, and populating proper fields in the firm’s case management system as well as the client’s case management system.
• Following up on any outstanding or aged requests.
• Self-managing daily workloads and ensuring completion of tasks in a timely manner.
• Receiving client, borrower, court, and prior counsel calls regarding specific pleadings.
• Ensuring all pleadings prepared are parallel with client requirements.
• Providing excellent customer service.
• Assisting with other duties and special projects as needed.

Operations Specialist

• Preparation, Processing and Filing Motions, Orders, Notice of Hearing, Adequate Protection Orders, Response to Motions to Sell, Motions to Approve Loan Modification/Deferrals/Partial Claims
• Review daily reports to ensure that files are handled efficiently and timely
• Sending & Monitoring of Declarations/Affidavits in Support of Motions, Assignments, Meet and Confer Letters, and Motions for Client Approval
• Perform SCRA Searches and 48 hour Hearing Status
• Set up of Local Counsel and process Hearing Results
• Process ECF notifications and Attorney paper mail
• Update Client Systems
• Process Calls, Faxes, E-mails, Payment Histories, Disputes, Attorney Assignments and Debtor Checks
• Provide support to Management and attorneys
• Assist with additional projects as needed

MOTIONS Processor

• Prepare Proofs of Claim referrals for Ch 7, 11 and 13 loans.
• Determine pre-petition arrears to be included in the Proof of Claim.
• Prepare Amended Proof of Claim when necessary.
• Refer and review Transfer of Claims for loans in active bankruptcy.
• Refer motions to allow late claims to local counsel.
• Review loans immediately upon receipt for needed items to proceed.
• Review mortgages, assignments, notes and allonges to determine chain of title gaps.
• Review electronic mail from the court and determine necessary actions.
• Update data per client’s expectations in their system.

National Bankruptcy Processor

• Review and preparation of analysis of Chapter 13 Plan
• Work with attorneys to submit the analysis of Chapter 13 Plans to our clients
• Communication and follow up with client re: necessary information
• Review and updating of client systems
• Provide support to attorneys