• Provide counsel, guidance, and direction to clients and registered financial representatives on the purchase and sales of securities. • Execute mutual fund order transactions on behalf of financial representatives and clients. • Provide timely and accurate investment performance information, leveraging account statements and reporting tools. • Serve as a primary point of contact for NM Investment home office assigned clients, addressing inquiries regarding investment accounts and products. • Analyze, input, and review investment transactions, including trade executions, transfers, and account maintenance, ensuring accuracy and compliance. • Handle phone and transactional responsibilities while adhering to strict confidentiality and privacy standards. • Serve as a trusted advocate for our financial representatives and partner with them to meet client needs. • Identify opportunities for the field to enhance existing client relationships. • Deliver a personalized and remarkable client experience by answering questions and providing servicing options.

• Under general supervision, facilitates the end-to-end execution of financial transactions for a defined set of client units by providing information and support to customers. • Guides customers through processes, executes primary tasks, interacts with internal/external organizations, and reconciles accounts. • Responsible for identifying inefficiencies and recommending potential solutions to clients during the financial transaction process.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Participates in the ongoing process to identify opportunities to refine applications and workflow to meet business objectives, including assimilating applications, workflows, and operations to improve efficiency and outcomes internally and patient service externally. - Provides strategic advice and guidance to the Revenue Cycle function. - Assists in executing workplans to complete enterprise design; implementation of enterprise revenue cycle systems and transformed workflows. - Implements training program to effectively balance classroom, web-based and practical application forums to manage the diverse educational needs of adult learner demographic. - Collaborates with revenue cycle leadership to routinely monitor strategic operating goals and objectives and confirm ongoing transformation alignment with goals. - Implements policies and procedures to facilitate the efficient functioning of related departments; promotes optimal efficiency and productivity by integrating functions across service lines. - Performs related duties as required. All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions. Qualifications - Bachelor's Degree required, or equivalent combination of education and related experience. - 10+ years of relevant experience and 2+ years of leadership / management experience, required. Requirements - Prior Revenue Cycle Operations experience (2+ years) - Demonstrated ability to verify insurance coverage, validate patient benefits, review and validate authorization status for accuracy and completeness - Strong analytical skills with ability to identify discrepancies and resolve issues impacting reimbursement - Effective communication skills both written and verbal with the ability to collaborate cross-functionality with clinical teams, front end staff, and payers - Detail-oriented with strong organizational and follow-up skills - Flexible with ability to manage time effectively, prioritize workload, and meet established deadlines, including support of ad hoc projects as needed Additional Salary Detail The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future. When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description At Meron Financial Agency, we believe you can have both: financial success and a life you love. We’re not just building careers—we’re building leaders, entrepreneurs, and legacies. - No cold calling; connect only with people who have asked for help protecting their families. Qualifications - Driven, coachable individuals who want to make a real impact - Must live in the U.S. - Must be a U.S. citizen or legal/permanent resident Requirements - Commission-Only with uncapped earning potential Benefits - No chasing, no begging for leads - Ownership Pathway to build your own agency - Hands-On Mentorship from top leaders - Cutting-Edge Tech & Training to work smarter, not harder - Incentive Trips & Recognition - Performance bonuses and capital opportunities - True work-life balance—design your schedule, your way - Passive income and long-term wealth-building options - A culture where people come first Company Description Meron Financial Agency is dedicated to helping individuals achieve financial success while maintaining a fulfilling life. - Average new agents earn $800–$1,200 per policy - Part-Time: $50K+ your first year - Full-Time: $80K–$300K+ your first year - Agency Owners: $200K–$500K+ annually in system-driven income