Insurance

• Verify client eligibility and coordinate benefits for ABA services
• Obtain insurance benefits and eligibility by contacting payors
• Enter verification of benefits and eligibility information in Central Reach system
• Provide support to clinics in reviewing verification of benefits requests
• Collaborate with RCM teams and departments for issue escalation and solutions
• Identify critical issues and propose solutions
• Work on special projects and workflow optimization

Insurance Verification Specialist

• Responsible for providing sales support for insurance clients by creating timely illustrations, sending of state specific and compliance forms, providing educational or point of sale documents
• Outbound and Inbound calls
• Ability to elicit a client’s needs with speed and composure
• Answer questions for the clients specific to service inquiries and resolving problems, by responding orally, virtually, and or in writing
• Able to navigate the Web and provide web-based documents to clients as needed
• Be computer literate and efficient in Word, Excel
• Provide input and support on new product and sales processes
• Participation on Team and Individual Meetings
• Have strong communication skills and great work ethic
• Perform other duties as assigned

Temporary Insurance Agent – Sales

• Responsible for providing sales support for insurance clients by creating timely illustrations
• Sending of state specific and compliance forms
• Providing educational or point of sale documents
• Acting as a liaison between carriers and clients
• Ability to elicit a client’s needs with speed and composure
• Answering questions for the clients specific to service inquiries and resolving problems, by responding orally, virtually, and or in writing
• Having a passion to deliver top quality service
• Able to navigate the Web and provide web-based documents to clients as needed
• Being computer literate and efficient in Word, Excel
• Providing input and support on new product and sales processes
• Participation on Team and Individual Meetings
• Performing outbound and inbound calls
• Performing other duties as assigned

Insurance Agent, Sales

• Manage deployment plan and plan resources (i.e. project management) – including when to engage with cross-program work streams to complete tasks
• Actively engage with the Integration and Operations Lead and provide status reporting as required
• Work with business to identify, connect with, and manage local end-user key stakeholders and address their needs, concerns and questions
• Manage steering committee meetings and conversion communications with key corporate and end-user stakeholders
• Own the end-to-end implementation lifecycle. This includes building detailed project schedules, tracking milestones, managing risks, and ensuring the project launches on time.
• Liaise with corporate governance entities for operational and procedural review and decisions
• Escalate risks and issues through defined governance processes and manage to resolution
• Integrate with other platform system teams to ensure that end-users in their deployment are ready for conversion
• Travel required

Director, M&A Integration – Insurance

• Oversee the development of new insurance products, including by drafting coverage language and providing creative coverage solutions to meet the unique needs of the niche industry that Medmarc serves.
• Provide day-to-day coverage analysis and consultation to support underwriting and account-management efforts.
• Develop and deliver educational content focused on Medmarc's policy forms and coverage terms.
• Coordinate with the Legal Department and functional area responsible for state filings to ensure regulatory compliance and good market conduct.

Insurance Product Development & Coverage Analysis Manager

• Determines compliance of insurance policies on more complex real estate loans against requirements in related loan documents, servicing contracts, government-sponsored enterprise (GSE) guides, internal policies and procedures, and applicable regulations.
• Works with borrowers and clients to obtain evidence of compliant insurance, protecting PNC, investors, and clients.
• Corresponds with borrowers, insurance agents, and insurance companies to resolve any insurance issues or discrepancies.
• Resolves escalated matters, in partnership with management or more senior analysts as necessary, with respect to non-compliant coverage, discrepancies, and/ or customer service issues.
• Communicates effectively with internal and external parties, which may also include vendors, outside counsel, agencies, master/special servicers, and investors.
• Assists in the preparation and case write-ups of insurance waivers as appropriate.
• Processes insurance premium disbursements, claims, and prepares as necessary for lender placement of insurance deficiencies.

Senior Insurance Associate

• Provide a high level of support and consultation as it relates to quoting, selling and servicing insurance policies, counseling and providing guidance on matters of protection and coverage, and answering complex questions as it relates to billing, renewals, and endorsements
• Provide remarkable service across channels to positively impact customer retention and loyalty creating life-long customers and promoters
• Resolves customer complaints and seeks management assistance for complaint resolution timely and as needed
• Capture and deliver a high level of service by gathering, processing, consolidating, and analyzing data to promote brand loyalty and increase retention for the General Motors Insurance brand
• Monitor and maintain a closed loop feedback process to ensure that all customer requests and expectations are exceeded, including scheduling appropriate account follow-up to ensure customer expectations are met and the highest level of satisfaction is delivered
• Establish open communication and build professional relationships with other departments in an effort to enhance the customer experience and secure customer loyalty
• Demonstrate a high degree of professional decorum to represent General Motors Insurance in a positive manner
• Execute specialty team processes and strategies as assigned by General Motors Insurance leadership

Insurance Sales and Service Representative – Level I

• Selling and/or servicing General Motors Insurance policies while ensuring compliance with company policies and procedures, state and federal laws.
• Provide quotes to customers and convert them to long-term General Motors Insurance customers.
• Assisting customers with their post-sales questions and policy changes via a variety of contact methods.
• Proactively partnering with internal business partners, team leaders, and managers to resolve complex customer issues.
• Expected to perform any tasks assigned as business needs require.

Bilingual Insurance Representative

• Identify client needs and recommend tailored insurance solutions
• Develop and maintain strong client relationships
• Generate leads through networking, referrals, and company-provided resources
• Educate clients on available policies and coverage options
• Follow up with prospects to close sales and maintain customer satisfaction
• Stay informed about industry trends and product offerings
• Work independently while collaborating with a supportive team

Licensed Insurance Agent – Bilingual, English & Spanish

• Lead the development of product and innovation strategies across the individual market and new solution spaces
• Translate enterprise and market priorities into relevant product strategies, value propositions, and expansion roadmaps
• Identify and scale new growth opportunities, including lifestyle-oriented products, population-specific solutions, and adjacent offerings
• Define market-specific right-to-win strategies, competitive positioning, and investment priorities
• Lead development of business cases, including return on investment, growth, and margin impact in partnership with actuarial and finance
• Promote optimization of product performance using member insights, behavioral data, and market intelligence
• Ensure new solutions integrate with existing product portfolio, benefit design standards, and member value propositions
• Improve modular product design to improve scalability, consistency, and speed to market across markets
• Manage product lifecycle performance, including launch readiness, post-launch optimization, and long-term sustainability
• Partner with product execution, compliance, and regulatory teams to ensure readiness and adherence to all requirements
• Build design and execution of the member incentives platform (rewards, engagement programs, and vendor partnerships)
• Define and innovate the program structure, eligibility, and value proposition in consideration of member engagement and retention goals
• Partner with other teams and external vendors to provide scalable, compliant incentive solutions
• Support ongoing refinement post-launch of incentive platform and partnership models, based on data-driven insights to promote membership engagement
• Be the senior connector across actuarial, network, market leadership, compliance, regulatory, finance, and growth teams
• Promote agreement, ensuring decision-making and execution
• Manage dependencies, timelines, and trade-offs alongside peers to ensure execution and delivery of results
• Influence strategic decisions across a matrixed organization without direct authority
• Lead complex programs spanning multiple markets, partners, and products
• Analyze results and provide recommendations to improve product performance or scaling of geographies, based on data-driven insights
• Provide leadership oversight for direct report(s), including coaching, conducting frequent meetings, direction.
• Compliance with all applicable laws and regulations
• Other duties as assigned

Associate Director, Insurance Product Innovation, Emerging Solutions

• Lead the execution of ACA individual and small group health plan products
• Manage end-to-end product portfolio performance, spanning benefit design, filings, and go-to-market readiness
• Oversee the development of positioning, go-to-market plans, and sales enablement tools
• Establish disciplined operating rhythms across product development and filing cycles
• Build scalable processes and workflows to support multi-state execution
• Partner with actuarial, network, market leadership, and compliance to achieve growth in a regulated environment

Senior Director, Insurance Product Development, Execution

• Lead the strategy for next-generation lifestyle-focused health solutions.
• Be a hands-on strategic product leader and people leader.
• Accountable for building a high-performing team while directly leading product strategy and delivery.
• Translate enterprise priorities into scalable, market-ready health solutions that increase growth, retention, and long-term portfolio difference.
• Report into the Vice President, Insurance Product Innovation and Development.
• Collaborate with cross-functional leadership teams to develop culturally aligned and linguistically tailored health solutions.

Senior Director, Insurance Product Innovation, Emerging Solutions

• Identifies and cultivates relationships with wholesale partners to promote life or annuity insurance products.
• Provides detailed knowledge of life or annuity insurance products, including features, benefits, and competitive advantages, to wholesale partners.
• Solicits business from existing agents and cultivates relationships with new agents.
• Delivers training sessions, marketing materials, and ongoing support to brokers and advisors.
• Develops strategies to penetrate new markets and increase distribution through wholesale channels.
• Builds and maintains strong relationships with brokers and agencies.
• Tracks and analyzes sales performance, providing regular reports and insights to leadership.
• Manages the underwriting process from application to policy issuance.
• Collaborates with case managers to ensure smooth handling of cases.
• Provides post-sale support including policy changes, beneficiary updates, and in-force policy management.
• Stays up to date on industry trends, regulatory changes, and new product developments.

Life Insurance Sales Advisor

• applies advanced specialty product knowledge to the day-to-day servicing of a portfolio of commercial real estate loans
• supports the day-to-day servicing of a portfolio of commercial real estate loans, ensuring compliance with loan document
• resolves non-compliant issues through written and verbal communication with both internal and external parties
• may review and process loan payments, escrows and reserve account disbursements
• may assist in the preparation of periodic reporting including investor, internal and regulatory reports
• must maintain accurate and up-to-date loan servicing records in the servicing system

Loan Support Consultant – Insurance Servicing

• Manage insurance product execution calendar from design translation through filing, implementation, and ongoing optimization; operate as the hub of the department PMO activities
• Ensure agreement between product intent, regulatory requirements, and operational outputs in partnership with the Strategic Programs Organization
• Partner with insurance product leadership to translate strategy into relevant execution plans
• Promote performance tracking and process improvement
• Implement insurance product-specific ACA filing components across Oscar's markets
• Oversee development of important artifacts (e.g., PBT, SOB, SBC, and benefit documentation) through internal systems
• Coordinate inputs to ensure filing readiness and timeline adherence
• Manage responses to regulatory objections and escalations
• Manage QA frameworks, validation processes, and quality standards for product execution and filing outputs
• Establish execution rhythms, milestones, and governance across the lifecycle
• Promote process standardization and continuous improvement
• Resolve risks, dependencies, and data inconsistencies
• Implement reporting to track progress, risks, and performance
• Oversee production readiness and release schedules for filing outputs
• Enforce controls (e.g., freeze windows, change governance) during critical periods
• Manage version control standards to ensure outputs are accurate and traceable
• Be an escalation point for vendors supporting product execution and QA, managing performance and delivery
• Be the central execution hub across Insurance product and other leaders
• Improve agreement on priorities and timelines; lead implementation forums and issue resolution
• Lead team members responsible for product execution and QA
• Set priorities, performance expectations, and staffing / developmental plans
• Build team capabilities in product execution, regulatory understanding, and operational excellence
• Lead end to end regulatory QHP filing execution and ensure accurate, compliant, and submissions
• Establish execution rhythms, track milestones, surface risks, and lead issue resolution
• Support leadership decision-making with clear updates and recommendations
• Mentor and lead associate level execution staff
• Compliance with all applicable laws and regulations
• Other duties as assigned

Director, Insurance Product Filing – Lifecycle Management

• Promote development of new insurance product concepts and health solutions (e.g., lifestyle-based, multicultural, condition-specific health plans)
• Translate strategy into early-stage designs, value propositions, and use cases
• Identify opportunities based on member needs, health disparities, and market trends to differentiate and win
• Contribute to development of culturally-aligned and population-specific offerings
• Support design of condition-focused solutions (e.g., chronic condition or disease-specific concepts)
• Help shape offerings that improve engagement, outcomes, and provider/member experience
• Analyze market, competitive, and member analysis to inform innovation priorities
• Support opportunity sizing and business case inputs for new concepts
• Partner with product design, clinical, network, actuarial, corporate strategy, and growth teams
• Coordinate inputs and timelines to move concepts from brainstorming to pilot and launch
• Support execution of pilots and early-stage programs
• Track performance, gather insights, and summarize insights
• Recommend whether to refine, pivot, or discontinue product concepts
• Lead different teams to develop requirements and support implementation.
• Compliance with all applicable laws and regulations
• Other duties as assigned

Manager, Insurance Product Innovation – Emerging Solutions

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Licensed Insurance Agent – Mentorship Track to Become an Infinite Banking Specialist

• Lead complex initiatives designed to mitigate current and emerging risks with broad impact
• Act as key participant in monitoring, evaluating, and measuring the impact of decisions practiced in Control Management functional area
• Monitor moderately complex business specific programs, and provide risk management consulting to support the business in designing and implementing risk-mitigation strategies
• Monitor, measure, evaluate, and report on the impact of decisions and controls to the relevant business group or functional area
• Develop and implement risk monitoring and risk reporting processes and controls
• Collaborate with relevant business group to identify current and emerging risks associated with business activities and operations, and provide guidance in developing and implementing risk-mitigating strategies
• Lead Control Management project or virtual teams
• Lead and perform complex platform assurance assessments across IT General Controls (ITGC), platform engineering controls, and supporting technology services.
• Conduct hand on control testing and evaluation for emerging technology including cloud (Azure, GCP, AWS), private cloud, IAM, CI/CD, data platforms, databases, and container platforms.
• Identify and assess Consumer/Producer requirements and evaluate their implementation across enabling technologies and system-of-record governance.
• Analyze evidence, document findings, and assess platform risk posture with clear articulation of control impacts.

Lead Control Management Officer – Platform Assurance

• Manage and motivate claims staff, ensuring workflow, workload, and service levels are met efficiently
• Develop strategies to reduce loss costs and ensure efficient claim processing
• Set and measure performance indicators to ensure accountability and team success
• Monitor and ensure regulatory compliance and minimize complaints
• Oversee, evaluate, and authorize claims, keeping high priority cases closely monitored
• Coach adjusters to meet or exceed service objectives and regulatory standards
• Negotiate claims, achieve favorable outcomes, and minimize expenses
• Foster collaboration within the Claims Department, working closely with staff, supervisors, and managers
• Identify opportunities to improve processes and ensure operational excellence

Auto Insurance Claims Manager

• Identify client needs and recommend tailored insurance solutions
• Develop and maintain strong client relationships
• Educate clients on policy options and coverage solutions
• Stay informed on industry trends and product offerings
• Work independently while collaborating with a supportive team
• Assist in training and mentoring future agents as you grow into leadership

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