Regis Remote Office

Role Description We are seeking a highly organized and compassionate Medical Patient Service Coordinator to join our clinic team. In this role, you will serve as the primary point of contact for a diverse patient population, ensuring a seamless, culturally sensitive, and positive experience throughout their interaction with our facility. The ideal candidate is fluent in both English and Spanish, demonstrates excellent communication skills, strong attention to detail, and is committed to delivering exceptional patient-centered service in a fast-paced clinical environment. Key Responsibilities: - Provide professional, courteous, and culturally sensitive bilingual communication (English/Spanish), managing a high volume of calls (minimum 120 calls per shift) - Schedule, confirm, and coordinate patient appointments efficiently, including same-day and urgent visits - Maintain accurate patient records in compliance with HIPAA and healthcare regulations - Serve as a liaison between patients, providers, and administrative staff to ensure clear and timely communication - Verify insurance eligibility, obtain authorizations, and assist patients with billing inquiries - Address patient concerns with empathy and professionalism, ensuring timely resolution and appropriate escalation when needed - Support front-desk operations and maintain a welcoming, organized clinic environment Qualifications - High school diploma or equivalent required; additional certification in healthcare administration is a plus - Experience in a medical office, clinic, or high-volume customer service environment preferred - Fluency in English and Spanish (required) - Experience with electronic medical records systems (eClinicalWorks – ECW preferred) - Strong multitasking, organizational, and interpersonal skills - Ability to work efficiently in a fast-paced, multicultural healthcare setting - Commitment to maintaining patient confidentiality and professionalism at all times Work Environment This position is based in a busy clinic serving a diverse community. The role requires the ability to manage multiple priorities, adapt quickly, and maintain a high level of patient satisfaction in a fast-paced, team-oriented environment.

Role Description The Group Benefits Specialist is a dual-function role within our employee benefits brokerage, supporting both the operational execution of group benefits quoting and the regulatory compliance needs of our employer clients. This position works closely with the Account Management and Broker teams to manage the end-to-end RFP process, build client-ready plan comparison materials, and ensure clients are meeting their obligations under ERISA, ACA, HIPAA, and applicable state regulations. This is a fast-paced, detail-oriented role ideal for someone with hands-on experience in group benefits and a strong interest in benefits compliance. Key Responsibilities - Quoting & RFP Management - Manage end-to-end RFP process for group benefits clients across all lines of coverage (Medical, Dental, Vision, Life, STD/LTD) - Submit RFPs to multiple carriers and follow up to ensure timely receipt of quotes - Organize and track all quote responses by client, carrier, and renewal date - Communicate with carrier representatives to obtain complete and accurate proposals - Plan Comparisons & Spreadsheet Management - Build and maintain detailed plan comparison spreadsheets in Excel and/or Google Sheets - Compare plan designs, premiums, networks, and contribution strategies across carriers - Highlight key differences and cost implications for broker review - Update and maintain renewal tracking and pipeline spreadsheets - Client-Specific Benefit Guides - Develop customized employee benefit guides tailored to each client group - Clearly present plan options, costs, and coverage highlights in a client-friendly format - Coordinate with the broker team to ensure accuracy before delivery - ERISA Compliance - Assist in reviewing and completing plan documents, SPDs, and wrap documents for ERISA compliance - Support annual compliance calendars and track ERISA notice delivery requirements - Help clients understand fiduciary obligations and maintain proper plan documentation - ACA / Health Reform - Monitor employer shared responsibility ("Pay or Play") requirements and support client reporting - Assist with ACA affordability calculations and minimum value determinations - Track and communicate ACA regulatory updates affecting employer-sponsored plans - HIPAA - Educate clients on HIPAA privacy and security requirements applicable to self-funded plans - Support the review and maintenance of HIPAA business associate agreements (BAAs) - Assist in developing and distributing HIPAA-related notices and plan amendments - DOL / IRS Filings & Required Notices - Assist clients with obtaining necessary carrier forms for Form 5500 filing requirements - Help prepare and distribute required notices (COBRA, Medicare Part D, SBC, MLR rebates) - State Regulations - Research state-mandated benefit requirements and state continuation/mini-COBRA rules - Maintain a state compliance matrix and flag jurisdiction-specific obligations for client accounts - Monitor state legislative and regulatory developments and summarize key changes for the team - Administrative Support - Maintain organized digital files for all client quotes, proposals, and plan documents - Track renewal timelines and proactively flag upcoming deadlines - Assist with open enrollment preparation materials as needed - Respond to client compliance inquiries; draft guidance for senior review and approval - Prepare compliance alerts, client communications, and educational materials - Maintain an organized compliance library of templates, resources, and regulatory guidance Qualifications - Experience: 2+ years of experience in a group benefits, insurance brokerage, or employee benefits environment - Solid understanding of U.S. group health insurance including Medical, Dental, Vision, Life, and Disability plans - Experience managing the RFP/quoting process with multiple carriers - Advanced proficiency in Microsoft Excel and/or Google Sheets (pivot tables, VLOOKUP/XLOOKUP, formatting, data organization) - Familiarity with employee benefits compliance frameworks: ERISA, ACA, HIPAA, COBRA, DOL/IRS filing requirements - Experience working in Zywave (quoting, proposal generation, and benefit guide creation) - Familiarity with Employee Navigator for benefits administration and enrollment support - Strong written and verbal communication skills in English and Spanish - Exceptional attention to detail and accuracy with numbers and regulatory content - Ability to manage multiple clients and deadlines simultaneously Requirements - Bachelor's degree in Business, Human Resources, Finance, Pre-Law, or a related field - Coursework or direct exposure to ERISA, ACA, HIPAA, or employment law - Familiarity with small, mid-size, and large group markets (10–1,000+ employees) - Experience working with U.S.-based insurance brokers or benefits agencies - Experience with carrier portals (Cigna, Aetna, UnitedHealthcare, BlueCross, Guardian, MetLife, etc.) - Exposure to other benefits platforms (Ease, BenefitPoint, or similar) - Familiarity with benefits administration systems or CRM platforms

Role Description The Benefits Platform Representative helps manage the online system that employees use to sign up for and manage their benefits—like health insurance, dental, vision, and retirement plans. This person makes sure everything runs smoothly on the platform, answers employee questions, works with insurance providers, and helps make sure the company follows all the rules. - Keep the Benefits System Up to Date: Make sure employee information is correct in the system and up-to-date according to each account and carrier policy. - Work with Insurance Companies: Talk to outside providers (like health insurance companies) to fix any issues or make updates. - Support During Open Enrollment: Help prepare the system for open enrollment (when employees choose their benefits for the next year), including testing and communicating with staff to ensure everything is accurate regarding the plans, policies, and prices of each carrier. - Check for Mistakes: Regularly review the system to make sure all the information is accurate and up to date. - Create Reports: Pull data and create reports to help the HR team and the carriers understand who is enrolled and what benefits are being used, and that deductions are correct for each of the employees. - Suggest Improvements: Look for ways to make the system easier for employees and HR to use. Qualifications - Some experience working in HR, Health Insurance - Comfortable using computer systems and learning new software - Good at paying attention to details and staying organized - Friendly and helpful when talking to employees or vendors - Basic knowledge of Excel or similar tools to work with data Requirements - This description indicates, in general terms, the type and level of work performed and responsibilities held by the team member(s). Duties described are not to be interpreted as being all-inclusive or specific to any individual team member. - No Third Party Agencies or Submissions Will Be Accepted. Benefits - Our company is committed to creating a diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. - DFWP - Opportunities posted here do not create any implied or express employment contract between you and our company / our clients and can be changed at our discretion and / or the discretion of our clients. - Any and all information may change without notice. We reserve the right to solely determine applicant suitability. By your submission you agree to all terms herein.

Role Description The Compliance and Agent Support Specialist is the point of contact for our brokers and facilitates the contracting process with various carriers. Enters the brokers and brokerages into our Microsoft Access database and tracks the status of their licenses and appointments. Manages the workflow to ensure brokers and brokerages are compliant and notifies department heads of any issues with the contracting processes. - Independently manages the workflow to appoint the brokers and brokerages with all applicable carriers and enters the brokers and brokerages into the database. - Daily support to brokers needing assistance completing the contracting paperwork. - Provides systematic status updates to various brokerages and/or internal team members regarding appointment status. - Consistently follows-up with brokers that have not responded to requests for paperwork. - Daily support to brokers requesting commissions statements, or status of commissions. - Examines data files in Microsoft Excel to produce reports that are summarized by a variety of variables; uses pivot tables, data validation and other high level excel skills. - Assists in special projects as requested. Qualifications - Bachelor’s Degree in Math, Finance, Business or a related field preferred, or an equivalent combination of education and experience. - 2-5 years of experience in employee benefits, human resources, insurance, accounting and/or other related field preferred, but not required. - Advanced proficiency in Excel. - Excellent/professional verbal and written communication skills including a command of the English language. - Strong organizational and time management skills. - Ability and preference to work in a team environment. - Projects professional appearance and manner. - Self-directed self-starter with a high attention to detail. - Ability to multi-task and handle large volumes of activity during peak times of the year. - Flexibility and ability to work overtime as necessary. Requirements - While performing the duties of this job, the employee will frequently move within the location; sit for extended periods; use a computer; engage in verbal communication; read and write; concentrate on tasks; reason and analyze information; and perform calculations. Company Description - No Third Party Agencies or Submissions Will Be Accepted. - Our company is committed to creating a diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. - Opportunities posted here do not create any implied or express employment contract between you and our company / our clients and can be changed at our discretion and / or the discretion of our clients. - Any and all information may change without notice. We reserve the right to solely determine applicant suitability. By your submission you agree to all terms herein.

Role Description We are seeking a highly detail-oriented Accounts Receivable & Insurance Compliance Specialist to manage customer receivables, billing follow-up, and insurance/compliance documentation across active projects. This role is responsible for making sure invoices are issued accurately and collected on time while also ensuring that required insurance documents, subcontractor compliance items, and customer-specific billing requirements are fully tracked and maintained. This position is ideal for someone with a strong accounting background, a process-driven mindset, and the ability to manage a high volume of documentation with precision. Detailed documentation, billing discipline, and strong coordination with project teams and subcontractors are critical to successful project execution. Key Responsibilities - Generate and submit customer invoices accurately and on time based on contract terms, milestones, approved change orders, and project progress. - Monitor accounts receivable aging and lead collection follow-up with customers in a professional and persistent manner. - Maintain accurate records of invoices, payment applications, lien waivers, backup documents, and collection activity. - Track customer billing requirements, including portal submissions, vendor onboarding items, insurance requirements, and compliance documentation. - Manage certificates of insurance, endorsements, and other required insurance documents for both customers and subcontractors. - Verify that subcontractors have current and compliant insurance coverage before payment processing or project participation. - Maintain a compliance calendar for expiring certificates, endorsements, renewals, and customer-specific insurance obligations. - Coordinate with project managers, operations, and subcontractors to obtain missing documents needed for billing, collections, and project compliance. - Review subcontractor invoices and supporting documentation for compliance prior to approval or release of payment. - Support contract administration tasks related to billing terms, insurance requirements, and project closeout documentation. - Identify billing delays, documentation gaps, or compliance risks early and escalate them appropriately. - Prepare weekly AR and compliance status reports for leadership, including aging, overdue balances, missing insurance items, and collection notes. - Maintain organized electronic records with a high standard of accuracy, traceability, and accountability. Qualifications - 3+ years of experience in accounts receivable, collections, construction accounting, project accounting, or similar finance/admin role. - Strong understanding of AR processes, invoicing, collections, reconciliations, and documentation controls. - Experience reviewing and managing certificates of insurance and subcontractor compliance documents. - Strong accounting foundation and comfort working with numbers, payment tracking, and audit-ready records. - Extremely high attention to detail and strong follow-through. - Ability to manage multiple jobs, deadlines, and document requirements at once. - Strong written and verbal communication skills. - Proficiency in Excel and accounting / ERP systems. - Ability to work closely with project managers, customers, and subcontractors in a fast-paced environment. Preferred Qualifications - Experience in construction, low-voltage, fire alarm, telecom, or specialty subcontracting environments. - Experience with AIA billing, progress billing, waivers, and customer compliance portals. - Familiarity with WIP reporting, project closeout documentation, and subcontractor onboarding. - Experience supporting insurance tracking for customer contracts and subcontract agreements. Ideal Candidate Profile - Naturally organized and highly meticulous. - Enjoys keeping records clean, complete, and up to date. - Comfortable holding others accountable for missing documents and overdue payments. - Understands that small paperwork errors can create major delays in billing and project execution. - Able to balance accounting discipline with practical coordination across operations and project teams. Success in This Role Looks Like - Invoices go out accurately and on time. - AR aging stays tightly managed. - Customer and subcontractor insurance files are current and complete. - Missing documentation is identified early, not after it becomes a problem. - Leadership has clear visibility into receivables, compliance status, and risk areas. Sample Reporting Line This role reports to the Controller / Finance Manager and works closely with Project Management, Operations, and subcontractors.

Role Description We are looking for customer obsessed Claims Advocates (Claims Associates) to join our team. If you are a passionate and driven individual with prioritization and agility skills, then please read on and apply! - Deliver an empathetic, best-in-class claims experience to Turo hosts and guests. - Investigate and resolve assigned auto physical damage claims. - Resolve Turo claims with speed and accuracy and high commitment to quality. - Coordinate claims processing with Turo's third party vendors. - Actively contribute to continuous improvement in Turo's processes for claims handling, strive to make Turo's organization a leader in customer service and cost management. - Be an active contributor to Turo's claims department and a revolutionary culture pioneer. Qualifications - High School Diploma or GED equivalent. Prefer candidates with an Associate Degree. - Minimum of 1 year experience in a position requiring related skills. Will accept education in lieu of experience. - Preferred background in healthcare industry, preferably insurance. Requirements - Intermediate knowledge of Microsoft Office systems to include Word and Excel. - Analytical skills. - Ability to prioritize and handle multiple tasks. - Ability to work in a fast paced/deadline driven environment. - Ability to work independently or in a team oriented environment. - Ability to communicate clearly and concisely both verbally and in writing. Benefits - Strong proficiency in customer-facing communication, multitasking, and strong time management skills. - Eagerness for success and growth. - Stellar customer centricity. - Demonstrate change management, negotiation and decision-making skills. - Ability to prioritize and organize daily tasks as assigned. - Excellent follow-through, attention to detail, and with minimal need for supervision. - Must be a team player, with positive attitude, high energy, high integrity, strong work ethic, enthusiasm, sense of humor, and a commitment to the mission. - Proficiency with technology: macOS and Google Docs. Company Description Our company is committed to creating a diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Opportunities posted here do not create any implied or express employment contract between you and our company / our clients and can be changed at our discretion and / or the discretion of our clients. Any and all information may change without notice. We reserve the right to solely determine applicant suitability. By your submission you agree to all terms herein.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We are hiring a full-time Administrative Assistant to coordinate cross-functional workflows among technicians, clients, our bookkeeper, and sales. You will own day-to-day execution of administrative SOPs, drive follow-through across stakeholders, and maintain strong controls in payables and documentation. The ideal candidate is highly organized, analytical, and tenacious—someone who ensures work moves to completion, correctly and on time. Responsibilities - Workflow & Coordination - Serve as the single point of coordination for administrative SOPs across techs, clients, accounting, and sales. - Manage intake via shared inbox and form; triage to tickets; set priorities and SLAs; chase updates until completion. - Maintain the SOP library; document changes and ensure version control. - Create Client, Locations, and Contacts in Autotask. - Create Contracts (Defines Rates) in Autotask. - Sales and Marketing Coordination - Assist marketing with admin tasks (lists, light asset requests, event logistics) as needed. - Manage the quote → invoice → fulfillment → install workflow. - For equipment requests: obtain equipment list/specs from technician or presales engineer; source costs from vendors; apply approved markups; create estimates in QuickBooks; send to client and follow up through payment. - Upon payment/approval: place orders with vendors; track fulfillment/shipping; coordinate technician scheduling for installation; confirm completion and update inventory as required. - Finance Operations Support (in partnership with Bookkeeper) - Prepare weekly AP approval packets with coding and supporting docs; track approvals against thresholds. - Maintain the Approval Register, Vendor Master, and Exception Log; execute 3-way match where applicable. - Support AR/collections cadence (reminders, call notes, payment plans) per SOP. - Invoicing (Managed Services, Telephony, T&M) - Send monthly invoices for IT Managed Services and Telepath Managed Business Telephone services. - Use Autotask to push invoices to QuickBooks, including updated inventory quantities from fulfilled orders. - For Time & Materials work: post approved time entries in Autotask and push invoices to QuickBooks. - Assist collections by sending open invoice statements and following up per cadence. - Procurement & Vendor Management - Collect requirements, solicit quotes, compile comparisons, route for approval, and track POs/receipts. - Maintain vendor files, COIs, renewals, and contract repository; manage e-sign packets. - Success Metrics (KPIs) - SLA adherence: ≥ 90% of admin tickets resolved within target. - Quote turnaround: ≤ 1 business day for standard equipment requests; ≤ 3 business days for complex bundles. - Estimate-to-order cycle: ≤ 5 business days median from client approval to vendor order placement. - Invoice timeliness: Managed services/Telepath invoices sent by 1st business day monthly; T&M invoices within 2 business days of time approval. - AP cycle time: Invoice receipt to approved batch ≤ 5 business days; zero unauthorized payments. - AR support: On-time monthly MRR invoice validations; DSO reduced/maintained per target. - Collections support: Monthly open AR statements sent; DSO maintained/reduced per target. - Documentation: SOPs updated within 48 hours of change; zero missing artifacts on audit spot checks. - Meeting coordination: Agendas sent 24 hours prior; action items tracked and closed by due dates. Qualifications - 3+ years in administrative operations, project coordination, or MSP/IT services admin. - Demonstrably organized, analytical, and relentless in follow-through; runs on checklists and metrics. - Strong written and verbal English; professional client communication. - Advanced proficiency with Microsoft 365 (Outlook, Excel—lookups/pivots, Word, Teams/SharePoint). - Experience with a PSA or ticketing system (e.g., Autotask, ConnectWise, Zendesk, Jira). - Familiarity with QuickBooks Online or similar (bill entry/coding, reports; no bank access). - Comfort with e-signature platforms and basic contract packet assembly. - Process documentation skills; can translate a workflow into a clear SOP with steps and controls. - Operates during Eastern Time business hours. Requirements - MSP/ITSP domain familiarity (VoIP moves/adds/changes, number ports, carrier coordination). - CRM exposure (e.g., HubSpot or Go High Level). - Basic reporting skills (build weekly digests, export & clean CSVs). Work Style & Traits - Systems thinker who anticipates dependencies and closes loops. - High integrity; respects least-privilege access and control policies. - Calm under pressure; escalates early with options. Tools You’ll Use (typical) - Microsoft 365 - Autotask (PSA) - QuickBooks Online (invoice creation/entry, reporting—no bank access) - Autotask–QuickBooks integration - Vendor portals/distributors - E-signature - VoIP/carrier portals - Shared inbox - Task/ticketing tool - Teams/Slack - Basic dashboards/spreadsheets Controls & Approvals You’ll Uphold - Dual-control banking (Accounting initiates; Owner approves—no bank access for this role). - Approval thresholds and new vendor verifications. - Exception logging and audit evidence retention. While performing the duties of this job, the employee will frequently move within the location; sit for extended periods; use a computer; engage in verbal communication; read and write; concentrate on tasks; reason and analyze information; and perform calculations. Note: This description indicates, in general terms, the type and level of work performed and responsibilities held by the team member(s). Duties described are not to be interpreted as being all-inclusive or specific to any individual team member. No Third Party Agencies or Submissions Will Be Accepted. Our company is committed to creating a diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. DFWP Opportunities posted here do not create any implied or express employment contract between you and our company / our clients and can be changed at our discretion and / or the discretion of our clients. Any and all information may change without notice. We reserve the right to solely determine applicant suitability. By your submission you agree to all terms herein.