Policyholder Services Representative (Remote) Department: Customer Service Employment Type: Permanent - Full Time Location: Home United States Reporting To: Jacqueline Glaser Compensation: $18.00 / hour Description Our Story Imagine being part of a team that’s not just shaping the future but actively driving it. At Davies North America, we’re at the forefront of innovation and excellence, blending cutting-edge technology with top-tier professional services. As a vital part of the global Davies Group, we help businesses navigate risk, optimize operations, and spearhead transformation in the insurance and regulated sectors. What's in Store We are on the lookout for an experienced Policyholder Services Representatives who will be responsible for responding to inbound customer service inquiries, complaints, and service requests in a professional and timely manner. You will be the first point of contact with policyholders and their representatives which requires a commitment to client sensitivity, service, and guideline adherence. Policyholder Client Service Representatives spend 80% or more of their day responding to telephone and/or written inquiries from policyholders and/or their representatives. You must possess a high level of empathy, have superb verbal and written skills, and be proactive, independent, and take initiative. This position also requires a willingness and ability to sustain the demands of a telephone support role within a collaborative team environment. Key Responsibilities - Provide exceptional customer service in a phone support role - Empathetically assist policyholders and/or their representatives by providing information on highly individualized policy inquiries - Utilize excellent oral and written skills to communicate with policyholders and/or their representatives by telephone and in writing, as well as with internal co-workers - Identify needs of caller utilizing active listening skills; professionally and appropriately respond to inquiries meeting department’s established guidelines, policies, and procedures - Complete document processing in an efficient and effective manner - Update and change customer contact and policy information with accuracy - Respond to all written inquiries, communicating clearly and with proper grammar - Meet or exceed all established minimum expectations/metrics and goals for the position - Meet or exceed standards for productivity and quality as established for the role - Appropriately process all confidential information abiding by Health Insurance Portability and Accountability Act (HIPAA) privacy laws - Ensure smooth transition of inquiry to appropriate department if/when necessary - Support company values of We are Dynamic, We are Innovative, We are Connected, and We Succeed Together - Perform other duties as assigned This is a full-time remote position that will require the following schedule: 11:30am - 8:00pm EST, Monday - Friday. Skills, knowledge & expertise - High School education/GED required with a minimum of one (1) year customer service or other relevant work experience required or an equivalent combination of education and experience - Proficient computer skills and experience in Microsoft Office products required - Insurance or medical background preferred - Understanding of medical terminology, health insurance, claims, and/or LTC preferred - Possess a high degree of tact, empathy, and professionalism - Exceptional interpersonal skills with an enthusiastic nature and an overall passion for excellence - Possess the ability to use strong and effective listening skills to ask appropriate questions to fully understand the needs of policyholders and representatives - Effectively relay complex insurance information and policy language into basic understandable concepts - Superb written and verbal communication skills; must be clear and concise, both in written communications and when speaking to policyholders and representatives - Detail oriented with the ability to work independently as well as part of a team - Ability to toggle between multiple screens while documenting and speaking with policyholders - Exceptional attention to detail with excellent organizational skills - Proactively provide creative and analytical recommendations to management for process and performance improvement Equal Employment Opportunity & Legal Notices Benefits At Davies North America, we are dedicated to supporting the well‑being and future of our qualifying employees. Our comprehensive benefits package includes: - Medical, dental, and vision plans to support your health and that of your family - A 401(k) plan with employer matching - Time‑off policies, including Discretionary Time Off (DTO) for exempt employees and Paid Time Off (PTO) for non‑exempt employees - Paid holidays - Life insurance and short‑term and long‑term disability coverage Benefit offerings, eligibility, and required employer contributions may vary based on role, classification, and applicable federal, state, and local laws, including those tied to an employee’s primary work location. Where required by law, the Company provides paid sick leave, paid family and parental leave, and other mandated benefits in accordance with applicable state and local requirements. Diversity and Inclusion Davies is dedicated to fostering a diverse and inclusive workplace that embraces a wide range of perspectives and experiences. We believe that diversity of thought is essential for innovation and creativity, and we actively promote an environment where all voices are valued and heard. Compensation Transparency: The salary range listed reflects the full compensation band for this role across all locations. Actual compensation will be based on factors such as skills, experience, qualifications, and geographic location, which may impact the final offer. We share ranges to remain transparent and consistent with pay equity practices. Background Check & Fair Chance Compliance Any background check or review of criminal history, if applicable to the role, will be conducted only after a conditional offer of employment and in compliance with applicable federal, state, and local laws, including fair‑chance hiring requirements. Massachusetts Notice It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. We do not use sites like Facebook, Craigslist, or Telegram to recruit or interview potential employees or contractors. If you have been asked to provide any information through any method other than our career portal, please email us at recruitment@davies-group.com

About Self Bill Pro: Self Bill Pro is a rapidly growing startup dedicated to solving one of the most persistent challenges in the employee benefits ecosystem: the complexity of monthly benefits billing. We provide a tech-enabled service where our dedicated team leverages proprietary software to eliminate the administrative burdens of manual invoice audits and costly billing errors. Our mission is to streamline this critical operation, freeing up employers, brokers, and carriers to focus on their strategic priorities. About the Role: The Manager, Client Services is a high-impact, dual-role position responsible for both leading the Client Services team and serving as a primary external stakeholder liaison across clients, brokers, and carriers. This role acts as the front-facing ambassador of Self Bill Pro, ensuring exceptional client experience, resolving escalations, and strengthening partner relationships across the full client lifecycle (pre- and post-sale). Internally, this leader will build, coach, and scale a high-performing team of Client Service Managers while driving consistency, accountability, and operational excellence. The ideal candidate combines strong people leadership, customer success instincts, and deep benefits/industry fluency, with the ability to step into complex client situations and drive resolution with confidence. This is a remote position. Key Responsibilities: Team Leadership & Development - Lead, mentor, and develop a team of Client Service Managers, fostering a high-performance, client-centric culture - Conduct regular 1:1s, provide feedback, and support career growth and skill development - Manage team capacity, workload distribution, and prioritization to ensure consistent service delivery - Play a key role in onboarding and training new Client Service Managers Client Experience & Escalation Management - Serve as the primary escalation point for complex or high-impact client issues - Lead investigations into client concerns, driving resolution with urgency and accountability - Ensure a consistent, high-quality client experience across all touchpoints - Act as a trusted advisor to clients, reinforcing confidence in Self Bill Pro’s services External Stakeholder & Partner Liaison - Serve as a key external-facing partner to clients, brokers, and insurance carriers - Build and maintain strong relationships across stakeholders tied to active client accounts - Support new and existing partnerships, including coordination with carriers on processes such as payment remittance setup - Act as the central point of alignment when issues span multiple external parties Operational Excellence & Process Improvement - Establish and refine client service workflows, standards, and best practices - Identify trends in client issues and proactively implement solutions to improve service delivery - Partner with Implementation, Product, and Operations teams to address root causes and drive continuous improvement - Ensure documentation, training materials, and team processes are maintained and scalable Cross-Functional Collaboration - Partner closely with Implementation, Product, Engineering, and Sales teams to ensure seamless client experience - Provide insights from client interactions to inform product improvements and operational strategy - Align internal teams around client priorities, timelines, and expectations Qualifications: - 5-7 + years of experience in client services, account management, or customer success, preferably within benefits, insurance, or a related industry - 2-4+ years of experience in a people leadership or team lead role - Strong ability to manage client relationships, escalations, and complex issue resolution - Experience working with external stakeholders such as clients, brokers, or carriers - Proven ability to coach and develop team members in a fast-paced environment - Exceptional communication and interpersonal skills, with the ability to navigate high-pressure situations - Strong organizational and problem-solving skills with a proactive, ownership mindset - Ability to balance strategic leadership and hands-on execution Preferred Qualifications - Experience in employee benefits, insurance operations, or billing processes - Familiarity with carrier relationships and benefits administration workflows - Experience in a startup or high-growth environment Why Join Self Bill Pro: At Self Bill Pro, you’ll join a collaborative and ambitious team dedicated to transforming outdated processes through smart, scalable technology. If you are a highly motivated individual with a passion for technology and a desire to make a difference in the employee benefits landscape, we encourage you to apply!

This role is 100% remote and but we have a preference for someone in EST or CST since you will be supporting a team based in Virginia. Our client is a Registered Investment Advisor (RIA) that manages over 3.5 Billion for high-net-worth individuals, and family clients and is looking for a Client Services Associate to provide administrative and operational support to Wealth Advisors / Partners of the firm. The Client Services Associate assists with private clients daily needs. They have a fun, open environment and are looking for someone who wants to be a part of their long term success. Responsibilities: - New account opening, creating households, cashiering, ACH transfers, assisting clients, researching problems, maintaining account records, and preparing client communication. - Answering phones, greetings clients, and maintaining calendars for multiple Wealth Advisors. - Analyzing reports to determine the appropriate action to be taken on behalf of client accounts. - Preparing and processing client documentation. - Assisting in reconciling performance reports. - Executing cashiering, money movement, and ACH requests. Requirements: - Must be familiar with First Clearing (Wells Fargo Clearing Services LLC) for back office and custody services or Fidelity - Experience in a similar role for a Registered Investment Advisor. Familiarity with the administrative side of servicing wealth management clients - Understanding of the Wealth Management industry and terminology/concepts. Dividends, Capital Gains, IRA's, Opening accounts, etc - Fun, energetic personality. - Strong Customer / Client services orientation. - Must have strong organizational and prioritization skills. - Ability to work independently to research and resolve client issues. - Licenses like 7, 11, 65 or 66 licenses are nice to have but not required. #ZR

Job Description Summary The Buyer Role will manage the procurement process for a given number of services outages. Must be able to negotiate, make decisions and issue purchase order within given time frame. Responsible to negotiate requirements with respect to budget, schedule, and quality. Must apply sourcing policy, interface with supplier in respect to RFQ/Purchase Orders/PO execution and on time delivery. Requires foundation of function skills and knowledge of relevant purchasing and sourcing concepts. Scope: services procured for Field Services activities (ex: craft labor, scaffolding, non-destructive testing, insulation, among other field services scope to execute an outage at customer site) The role will report to the Steam Power Fossil and Industrial Field Service Sourcing Manager. Job Description Roles and Responsibilities - Support Supplier Relationships and pricing negotiations - Create Purchase Orders within the ERP (Enterprise Resource Planning) - Collaborate cross-functionally - Support supplier master data file updates - Invoice management and resolution of holds - Actively participate in supplier performance reviews - Advise Customer Fulfillment Managers on RFQ/PO status - Manage Purchase Orders through delivery to customer, including expediting Required Qualifications - Bachelor’s degree in Business, Supply Chain, or a related field - 2–3 years of experience in buying, procurement, or a related function - Fluency in English Desired Characteristics - Strong oral and written communication skills - Strong interpersonal skills - Ability to influence others - Ability to coordinate several projects simultaneously - Effective problem identification and solution skills - Proven analytical and organizational ability Additional Information Relocation Assistance Provided: No #LI-Remote - This is a remote position Application Deadline: abril 15, 2026