• Manage daily office operations, including scheduling and communication. • Assist in student enrollment and maintain accurate records. • Handle customer inquiries and provide exceptional service. • Coordinate class schedules and staff assignments. • Process payments and manage financial transactions. • Support marketing efforts through social media and community outreach. • Collaborate with instructors to ensure a positive learning experience.

Role Description The Individual Wealth Administrator is responsible for the administration of new business and in-force transactions for Non-Registered, Registered Retirement Savings Plans, and Tax-Free Savings Accounts, acting as Gatekeeper (indexing), and handling emails and inbound calls to our Client Care Centre. This is an exciting opportunity if you are looking to build your career at Equitable and grow within your role! Proficiency in the role can lead to Senior Individual Wealth Administrator or other roles within Equitable. Work Arrangements: - You will work from your home office 100% of the time. - You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. - Sales related roles may be required to travel based on the assignment. What you’ll do: - Administer and follow processes for all products including segregated funds, GIAs, and legacy products. - Issue new policies, rollovers, switches, additional deposits, beneficiary changes, title changes, surrenders, and other changes or transactions on new or existing client policies. - Assess, process, and complete all administrative service requests from internal and external clients as it pertains to Individual Wealth products. - Provide excellent client relationship and servicing of our advisors, MGAs, policyholders, and/or wholesaler team through all channels (inbound and outbound email, phone, mail, fax, and following up on pending requests). - Provide excellent customer service to internal and external clients through written and verbal contact using plain language and in a spirit of partnership. - Reconcile simple accounts by verifying ledger entries; investigate discrepancies, and make basic corrections. - Accurately handle requests within same day or otherwise specified service standard times. - Adhere to and participate in Gatekeeper rotation accountabilities including handling the Gatekeeper queue, indexing/printing items into OnBase, preparing journal entries, investigating and identifying incoming work received, handling mail. - Participate in project work ranging from annual administrative projects to key projects supporting Individual Wealth department goals & objectives. - Continued analysis of current procedures and identify/recommend procedural improvements. - Actively contribute as a team member. - Participate in ongoing training and cross-training functions to become proficient in all aspects of the role. - Provide training to other Individual Wealth Administrator staff and Operations team members as required. - Adhere to daily entering of overtime and out of productivity measures. Qualifications - Bilingual skills in French and English are required. - Passion for delivering excellent client service. - Commitment to detail and accuracy. - Ability to prioritize and organize effectively to meet deadlines. - Excellent verbal/written communication and interpersonal skills. - Strong analytical and problem-solving skills. - Prior experience or knowledge in Individual Wealth industry. - Excellent PC skills, intermediate Excel skills. - University degree, College Diploma in Business or equivalent work experience. - Must be comfortable to work overtime during peak times. - Must be comfortable making outbound calls and receiving inbound calls. Benefits - Your base pay will be based on your skills, qualifications, experience, and education. - This role is eligible for a discretionary annual incentive award tied to business performance. - A wide range of competitive benefits. Company Description At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact, for our clients, our communities, and each other. Our culture is built on care, passion, and curiosity. We put people above all else, strive to be our best, and welcome new ideas to deliver positive outcomes.

• Administer global equity compensation programs (e.g., stock options, RSUs, ESPP) from grant to vesting, exercise, and settlement • Perform monthly/quarterly audits and reconciliations • Monitor and ensure compliance with global regulatory, tax, and securities requirements • Support global employee communications and education regarding equity programs • Prepare reports for internal stakeholders, auditors, and external vendors • Collaborate with internal stakeholders such as Payroll, HR, Tax, and Treasury, as well as external service providers

Job DetailsLevel: ManagementJob Location: Corporate Office - SAN CARLOS, CA 94070Position Type: Full TimeEducation Level: 4 Year DegreeSalary Range: $75,000.00 - $90,000.00 Salary/yearTravel Percentage: Up to 25%Job Shift: DayJob Category: AccountingLead Revenue, Drive Impact: Billing Manager & Credentialing Administrator Full-Time | Exempt | Remote Schedule: Monday – Friday, 8:30 AM – 5:00 PM (PST) Reports to: Director of Finance Compensation: $75,000 – $90,000 (depending on experience) About the Role We’re seeking a dynamic and results-driven Billing Manager & Credentialing Administrator to lead our medical billing team and elevate financial performance. This is a high-impact leadership role responsible for optimizing billing workflows, strengthening payer relationships, and ensuring compliance across all aspects of the revenue cycle. If you’re someone who thrives on improving processes, leading teams, and driving measurable results, this role is for you. Key Responsibilities Revenue Cycle & Billing Operations Management Lead and manage Billing Specialist and Patient Account Specialist teams, including billing, denial management, collections, reimbursement, and eligibility verification Ensure timely and accurate billing, invoicing, and claim submission Oversee adherence to billing policies, procedures, and payer guidelines Identify operational issues (EDI errors, payer changes, system issues) and implement corrective actions Ensure claims are reviewed and confirmed within two business days of date of service (DOS) Provide coverage for team members absent more than four business days Accounts Receivable & Collections Performance Monitor and manage all AR activity to ensure timely collections and strong cash flow Maintain and drive performance benchmarks: Improve collections over 90+ days by at least 30% month-over-month Limit 120+ day AR to no more than 15% of total receivables Track insurance and patient balances from DOS and account creation Analyze monthly AR aging reports to identify trends and improvement opportunities Claims Management & Follow-Up Ensure complete and accurate documentation (prescriptions, clinical records, delivery tickets) Verify claims meet payer requirements (ICD-10, HCPCS, CPT) prior to submission Resolve issues such as missing authorizations, documentation gaps, and inventory discrepancies Oversee third-party claim follow-up vendors to ensure adherence to SOPs Review escalated claims and implement resolutions Ensure revenue cycle worklists are completed within established timelines Patient Accounts & Customer Service Oversight Ensure Patient Accounts team meets established patient collection goals Oversee third-party billing customer service vendors (e.g., Brightree Live Agent Services) to ensure quality and compliance Operational Workflow & System Management Monitor and resolve system alerts, work queues, and hold/stop reports Address issues such as missing pricing, manual holds, and billing system flags Ensure Compliance and New Insurance teams meet required timelines Complete monthly billing pre-closing processes within established deadlines Cross-Functional Collaboration & Support Support Patient Relations in addressing insurance-related inquiries by providing billing expertise Partner with the Qualification Team to ensure accurate insurance verification for new patient referrals Serve as a subject matter expert on billing, insurance criteria, and reimbursement processes Mentor and train staff to improve collection performance and efficiency Credentialing & Contract Administration Manage credentialing for all new and existing payer contracts Maintain contract files, payer relationships, and centralized database Monitor and evaluate fee schedules to optimize reimbursement Track contracted plans, NPIs, and insurance portal access Coordinate updates with payers (locations, provider changes, etc.) Conduct quarterly reviews of payer medical policies (e.g., OSA trends) Monitor HCPCS and CPT updates and assess operational impact Support contract negotiations and implementations Review and approve Letters of Agreement for Workers’ Compensation referrals Qualifications & Skills Bachelor’s degree in Healthcare Administration, Business, Finance, or related field preferred (or equivalent experience) 5–8+ years of medical billing or revenue cycle experience 2–4+ years of leadership experience Strong knowledge of billing operations, AR management, and insurance reimbursement Experience with credentialing and payer contract management strongly preferred Experience with Brightree or similar DME/healthcare billing platforms strongly preferred Strong analytical, organizational, and problem-solving skills High attention to detail and accuracy Excellent communication and leadership abilities SleepQuest is an equal opportunity employer and is committed to creating an inclusive environment for all employees. We provide equal employment opportunities to all qualified applicants and employees without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, sexual orientation, marital status, national origin, ancestry, citizenship, age, physical or mental disability, medical condition, genetic information, military or veteran status, or any other characteristic protected by federal, state, or local law. SleepQuest complies with all applicable state and local laws governing nondiscrimination in employment and will provide reasonable accommodations to qualified individuals with disabilities and for sincerely held religious beliefs, in accordance with applicable laws. Qualifications