• Serve as first point of contact for customers via phone, email, live chat, and SMS • Respond to customer inquiries promptly, professionally, and empathetically across all channels • Build rapport and provide personalized recommendations based on customer needs • Follow up with clients to ensure satisfaction and gather valuable feedback • Build strong client relationships through consistent communication and support • Maintain warm, clear communication that balances professionalism with approachability • Act as brand ambassador delivering white-glove service that exceeds expectations • Process phone and online orders with accuracy and efficiency • Monitor and update customer accounts ensuring data accuracy • Assist in onboarding new clients and guiding them through company systems and platforms • Coordinate with operations, design, and logistics teams for timely delivery and fulfillment • Manage order changes, cancellations, special requests, and account updates • Support clients in navigating tech-enabled communication platforms and systems • Set up new accounts and assist with manual work, automations, and account creation • Provide solutions to customer issues, troubleshooting common problems independently • Resolve customer concerns with professionalism, urgency, and ownership • Escalate complex concerns to appropriate teams when necessary while keeping clients updated • Handle difficult conversations calmly and professionally, especially with frustrated customers • Clearly explain billing, utility, and service concepts to non-technical customer bases • Review bills, usage patterns, and spot trends to form first-pass hypotheses • Translate technical or billing information into customer-friendly explanations • Document all customer interactions, feedback, and case history in CRM systems • Maintain accurate notes and ticket management following workflow standards • Tag and escalate issues according to established protocols and SOP guidelines • Collaborate with operations teams to address recurring customer issues • Assist with light operations tasks during lower call volume periods • Help organize communication records and maintain SOP reference materials • Generate customer satisfaction reports and issue resolution metrics • Identify upsell and cross-sell opportunities during customer interactions • Promote seasonal offers, premium products, and value-added services • Identify trends in client concerns and recommend process enhancements • Collaborate with departments to improve overall customer experience • Develop and refine internal SOPs for the Customer Service Department • Provide insights on customer trends and areas for operational improvement

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As the Treasury Director, you will lead Symetra’s enterprise treasury operations and shape our cash and liquidity strategy. You’ll oversee cash management, liquidity planning, banking relationships, and key treasury processes while partnering closely with internal teams and external banking institutions. You’ll guide a high‑performing team and drive transformation across our treasury function—modernizing systems, strengthening controls, and elevating strategic decision‑making. This role offers the opportunity to make a meaningful impact within a regulated life‑insurance environment while supporting Symetra’s financial strength and long‑term success. What you will do - Lead end‑to‑end treasury operations, including cash forecasting and positioning, bank administration, payment processing, unclaimed property, cash accounting, and reporting. - Ensure strong internal controls, regulatory compliance, and effective treasury policies and operational frameworks. - Develop and lead a high‑performing treasury team, setting goals, managing performance, and fostering a collaborative, service‑oriented culture. - Lead treasury transformation and operational improvement initiatives, including system implementations and banking technology enhancements. - Advance future‑state treasury capabilities through data‑driven insights and continuous improvement across treasury operations. - Serve as Symetra’s primary banking relationship owner, building and maintaining strong partnerships. - Provide strategic cash and liquidity leadership, partnering with senior leaders on forecasting and enterprise liquidity planning. Qualifications - High School Diploma is required, plus a Bachelor’s degree in Finance, Accounting, Economics, or related field. - 12–15 years of progressive treasury or finance experience with significant leadership responsibility. - Extensive life insurance industry experience is required, with a strong understanding of insurance cash flows, treasury operations, and regulatory environments. - Proven success leading treasury operations, banking initiatives, unclaimed property programs, and system implementations in a regulated environment. - Professional certifications (CTP, CPA, CFA) a plus. - Some minimal annual travel required (for people manager roles only). Requirements - All newly hired people leaders with direct reports are required to complete a comprehensive leadership development program within their first year. - Symetra covers all travel and accommodation expenses for training. Benefits - Flexible full-time or hybrid telecommuting arrangements. - Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%. - Paid time away including vacation and sick time, flex days, and ten paid holidays. - Give back to your community and double your impact through our company matching. Company Description Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. We’re committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity, and inclusion (DEI).

JOB SUMMARY We are seeking a candidate preferably with experience supporting litigation, with experience in customer service, and Legal assistant experience. Preferably with a background working alongside defense counsel. Success in this role requires a genuinely personable professional who can engage comfortably with clients, maintain a positive presence, and promote long-term relationship building. The ideal candidate brings strong interpersonal skills, communicates with clients in a personable yet professional manner, and can navigate sensitive case matters with discretion, empathy, and sound judgment. The Legal Services customer service representative is a hybrid role that focuses on building client relationships while also providing support to the Operations staff. The position plays an integral role as they are responsible for communication with the customer, reviewer, and staff to ensure a quality report is delivered by the customer's deadline. The Legal Services CSR is responsible for providing a seamless workflow process to ensure a timely completion and the overall completeness of a reviewer report. Completeness is determined by customer requirements, company best practices, and accuracy. Customer service representatives are expected to be able to communicate with clients, reviewers, and be responsible for the receipt of new cases and ensuring proper system drafting and setup. The CSR is also responsible for taking direction and facilitating the case assignment/scheduling process. Dane Street’s success relies on individual and team contributions every day. We care for our customers, each other and Dane Street. It is the responsibility for all of us to maintain a positive working environment that promotes client satisfaction and results. MAJOR DUTIES & RESPONSIBILITIES Operational Duties and Responsibilities - Assist with Legal inquiries from staff - Take the lead on any client request - Train on Workflow processes. - Ensure all Legal client profile instructions are up-to-date and accurate Ability to handle client matters with sensitivity, discretion, and professionalism. Demonstrated ability to engage with clients professionally, provide clear updates, and maintain positive relationships. Handling Receipt of New Cases: - Intake new cases and review/verify information and requests. Draft cases by entering - information into the Dane Street system. - Work with the client on any information missing pertinent to processing claim. - Sort, organize and create medical document listing - if required by client, and in line with specific special handling. Assignment of Cases: - Assign/schedule new cases to physicians for review with the appropriate physician, based on location, reviewer availability, specific guidelines, jurisdictional requirements and other client requirements. - Ensure that the assigned physician has no conflict of interest with the case assignment. Client Interaction: - Update clients frequently on cases in progress. - May communicate when there are questions on referral information to ensure proper documentation and information is provided to the assigned reviewer. - Ensure proper documentation for specified cases is provided to the client. - Strong communication Skills - Assign cases to experts - Forming relationships with Doctors - Oversight of Cases: - Monitor, process, and track cases to ensure we meet deadlines. - Update clients frequently on cases in progress. - May communicate when there are questions on referral information to ensure proper documentation and information is provided to the assigned reviewer. - Ensure proper documentation for specified cases is provided to the client. Additional Duties Work with the Operations Managers and CSR Supervisors to provide initial/follow-up training to the CSR teams as needed. Research/train on new regulations or client requirements with the CSR teams. May provide oversight to the work of the team members. Continuously improves processes that help to facilitate better turnaround time, peer-to-peer success rates, and lessen returned reports by clients for clarification purposes, ultimately resulting in higher client satisfaction. Other duties & special projects, as assigned and based on business needs. EDUCATION/CREDENTIALS: An Associate’s Degree is preferred. JOB RELEVANT EXPERIENCE: Business experience in a healthcare and/or insurance setting is preferred. JOB RELATED SKILLS/COMPETENCIES: Present exceptional communication skills with a clear understanding of company business lines. The ability to apply critical thinking, manage time efficiently and meet specific deadlines. Computer literacy and typing skills are essential. WORKING CONDITIONS/PHYSICAL DEMANDS: Any lifting, bending, traveling, etc. required to do the job duties listed above. Long periods of sitting and computer work. WORK FROM HOME TECHNICAL REQUIREMENTS: Supply and support their own internet services. Maintaining an uninterrupted internet connection is a requirement of all work from home position. This job description is subject to change at any time.

Executive Home care of Fairfax are seeking an experienced Home Care Operations Coordinator to assist with day-to-day operational tasks for a growing private-duty, non-skilled home care agency. Manage caregiver schedules and shift coverage Handle call-outs and last-minute changes Maintain accurate scheduling records Assist with caregiver recruitment and onboarding Conduct phone screenings Track compliance documents and certifications Respond to inquiries from prospective clients Schedule and support intake assessments Maintain client files and documentation Assist with office organization and coordination Support leadership with operational tasks Help improve systems and processes as we grow This job description is not intended to be all-inclusive. The employee will be expected to perform other reasonable related duties as assigned. Flexible work from home options available.