Role Description The Insurance Manager is responsible for overseeing daily operations of the insurance department, managing a team of agents or staff, driving revenue growth, ensuring regulatory compliance, and delivering exceptional client service. This role combines leadership, sales strategy, risk management, and operational oversight to support company objectives and profitability. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial planning professional and potentially develop into management and leadership positions. Through our in-depth training program, you will learn how to: - Sit down with an individual, family, or business owner - Have a conversation about their financial goals and dreams - Help create a game plan or roadmap to achieve their short-term and long-term financial goals Flexible schedule is available for those looking to start or transition into a new career full-time, or develop a new skill or obtain part-time income. Qualifications - Minimum 18 years of age - Legal U.S. Resident, Citizen, or Work Permit with SSN - Soft background check required - Able to complete licensing requirements within 14 days Company Description Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.

Our client, a mid-sized tech-driven commercial MGA and insurance wholesaler in the US, is seeking a P&C Broker & Underwriter to support their newly established Wholesale Broking Division by focusing on placing small commercial risks that fall outside of standard program appetite. This role sits at the center of that effort - working directly with retail brokers and carrier partners to evaluate, structure, and place complex or declined risks into the broader market. This is a hands-on, production-focused role ideal for someone who understands how to get deals done - not just process them. Employment Type: Full-Time Permanent Location: Remote - MUST be physically located in Texas, preferably Dallas (Visa sponsorship is not available) Compensation: $90-115K + production bonus What You'll Do: - Review and assess submissions that fall outside ISC program appetite and market them to external carriers. - Build high-quality submission packages and negotiate terms with carrier partners. - Leverage existing carrier relationships and binding authority to place business efficiently. - Manage a high-volume workflow (~40 accounts/week) across small commercial risks ($2.5K - $100K premium). - Handle renewals, endorsements, and policy documentation with strong attention to detail. - Communicate directly with retail brokers, underwriters, and internal teams to move deals forward quickly. - Ensure accuracy across underwriting files, submissions, and policy documentation. - Support invoicing, cancellations, and claims coordination as needed. - Contribute to building and scaling a new wholesale business unit. Requirements - 3-8+ years of experience in commercial insurance brokerage or production underwriting. - Experience in construction, contractors, hospitality, or casualty-heavy accounts. - Prior experience in a wholesale brokerage or MGA environment. - Must have binding authority with carriers. - Direct experience in small commercial / small market business (not mid-market or large accounts). - Strong underwriting experience across General Liability, Casualty, BOP, Workers’ Compensation, etc. - Established carrier relationships across multiple markets. - Experience building and submitting complete underwriting packages. - Ability to work in a fast-paced, high-volume environment with minimal supervision. - Strong communication skills with both brokers and carriers. - Existing book of business or ability to bring over relationships. - Active insurance license. Benefits - Employee Ownership Program - every eligible employee shares in the financial rewards that grow when the company grows - Professional development opportunities - Owner Referral Program - Work from home reimbursement for remote/hybrid roles - Canary emergency financial assistance program - Comprehensive medical, dental, vision - Life/AD&D Insurance - Confidential, Employee Assistance Program - Health Savings Account, includes company contribution - Short-term disability - Voluntary benefits - supplemental accident, critical illness, hospital insurance - Employee discounts - 401(k) Plan with company match contribution - Addition Wealth Financial Wellness Program - Various Time Off Programs - 11 company paid holidays ------------------------ At Talencore, we stand against racism and discriminatory practices. We stand against violence. We proudly support and partner with organizations that lift people up so everyone can succeed and thrive, and honour our candidates' experiences, perspectives and unique identity. We are committed to continuing to make diversity, equity, and inclusion part of everything we do – from how we work with our talented candidates to how we support our clients in building their diverse workforce.

• Daily audit of admission, discharge and other source documentation to ensure revenue is recognized appropriately and all conditions of payment are met. • Verify patient eligibility and payor coverage guidelines to ensure that all necessary information is secured for timely, accurate revenue recognition. • Weekly generation of site revenue and resolution of batch errors and bill holds as appropriate. • Weekly communication with site leadership detailing outstanding documentation or other issues resulting in a potential loss of revenue. • Prepare and submit invoices to Accounts Payable for reimbursement and performs follow up to ensure accurate, timely payments are made to our facility partners. • Prepare, submit and follow up on authorization and re-authorization requests according to applicable state and commercial payor guidelines. • Coordinate, review, and analyze documentation and data entry supporting Medicare, Medicaid, and commercial payer requirements to ensure accurate and timely billing. • Ensure all internal controls and related policies/procedures are implemented and followed in accordance to the accounts receivable requirements. • Ensure all payer requirements are met accordingly, including pre-cert requirements, notification requirements, and level of care change required documents. • Alerts appropriate team members at the Site regarding late or missing documents required for billing. • Establish and maintain positive working relationships with Sites, Nursing Home Facilities, and AR Teams. • Maintain the confidentiality of patient/client and agency information. • Maintain accurate and up to date information for all vendor and nursing facility contracts. • Keep information in an orderly manner readily accessible for review. • Presents status as requested. • Assure for compliance with local, state and federal laws, Medicare regulations, and established company policies and procedures. • Participate in special projects and performs other duties as assigned. • Assist with training of newly-hired associates, as well as re-education of revenue teams as necessary. • Act as an information resource for any hard revenue generation issues or system issues. Basically the subject matter expert.

• Development and maintenance of insurance products • Negotiations with risk carriers on new and existing concepts • Project management related to product concepts • Point of contact for stakeholder management • Occasional on-site support for our risk carriers or attending trade shows