• Provide virtual client engagement assistance for key clients across the region. • Use analytical skills to analyze client's financial statements and ensure adherence to financial regulations. • Examine financial and accounting records and other documents such as inventory or plant and equipment. • Communicate with Manager and/or Partner regarding engagement progress, risks, and issues. • Test client organization's internal controls and processes. • Build trust and credibility with clients by understanding their expectations and delivering high quality services. • Take ownership of external file completion and analyze engagement economics.

• Aider les clients avec leurs besoins en matière d'assurance habitation et automobile • Répondre aux questions de couverture, offrir des conseils personnalisés et effectuer des ventes ou modifications de police • Contacter de manière proactive les clients pour s'assurer que nous offrons une police qui répond le mieux à leurs besoins • Communiquer efficacement par téléphone, e-mail et SMS avec nos clients • Surveiller les performances personnelles et atteindre les objectifs quotidiens/hebdomadaires/mensuels • Tenir des notes précises des interactions avec les clients et ajouter des activités de suivi dans notre système CRM • Travailler en étroite collaboration avec l'équipe du service à la clientèle et des ventes • Rester à jour sur la connaissance des produits et les tendances du secteur • Évoluer vers un poste senior dans notre équipe d'assurance ou poste de chef d’équipe après vos 2 premières années chez nous

Role Description We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income helping our clients who have asked for our help with life insurance backed products. - Agents usually help 3 - 5 families each week. - Average earnings of $300 - $500 for each family helped. - Occasional travel for work for in-person conferences. - If you are not currently licensed but have a desire to learn this business, we will help guide you in that process. As this is a commission based income, there is no cap on your earnings. We use data driven systems and cutting edge lead generation that gets you connected with interested clients quickly. - Call on our lead prospects to set up appointments. - Help each client to review their options and apply for that coverage. - See the application through the underwriting process and get our clients covered. Qualifications - Disciplined - Honest - Confident - Passionate about helping people achieve their financial goals Requirements - Must be licensed in life products or willing to get licensed. - Must have a computer and phone to service the clients. - Internet connection is a must. - We provide all of the training. - Warm leads available who have contacted us first; no cold calling. - Must be a US citizen. Benefits - Training - Mentorship - Lead system for getting in front of clients

Role Description At Machinify, we’re constantly reimagining what’s possible in our industry—creating disruptively simple, powerfully clear ways to maximize our clients’ financial outcomes today and drive down healthcare costs tomorrow. As part of the Complex Payment Solutions team, you will, as a Health Information Technician, be on the front lines of this mission supporting the secure and timely collection of health records, ensuring data accuracy, and providing exceptional service to providers and partners. You’ll work in a collaborative environment, leveraging technology platforms to streamline processes and contribute to the team’s performance goals. What you’ll do - Retrieve medical records through outbound provider calls, portals, fax, and email. - Accurately document call outcomes, follow-up activities, and record statuses within system platforms. - Support call center workflows by contacting providers, verifying information, and managing escalations to ensure timely retrieval. - Perform data entry and tracking of medical record documentation in compliance with HIPAA and internal standards. - Use EMR systems, internal databases, and vendor tools to monitor record status and ensure record completeness. - Escalate delays, provider refusals, or system issues to leadership or appropriate departments. - Assist in maintaining SOPs, documentation logs, and operational checklists. - Participate in User Acceptance Testing (UAT) and system feedback efforts as directed. - Ensure records are properly categorized and attached to the correct case/claim. - Collaborate with cross-functional teams such as IT, Client Services, and Quality Assurance to troubleshoot issues. - Maintain professional communication with provider offices and internal teams. Qualifications - 1-3 years of experience in healthcare, medical records, or call center environment. - Deep understanding of HIPAA, PHI handling, and medical record workflows. - Working knowledge in healthcare technology platforms and reporting tools (e.g., EMRs, call center software, Excel). - Clear and professional verbal and written communication skills. - Ability to work independently, multitask and manage time efficiently in a fast-paced setting. - Strong problem-solving and critical thinking skills; ability to identify issues in real time and follow through with solutions or appropriate escalation. - Willingness to learn and adapt to new systems and processes. Requirements - Pay range: $22.00 USD per hour. This is a non-exempt position. Benefits - PTO, Paid Holidays, and Volunteer Days - Eligibility for health, vision and dental coverage, 401(k) plan participation with company match, and flexible spending accounts - Tuition Reimbursement - Eligibility for company-paid benefits including life insurance, short-term disability, and parental leave. - Remote and hybrid work options