Role Description Die FRANKE Unternehmensgruppe - In unserem Geschäftsbereich Financial bieten wir Finanz- und Versicherungslösungen für Privat- und Firmenkunden. Ziel ist es, Vermögenswerte nicht nur aufzubauen, sondern nachhaltig abzusichern. Unsere Beratung basiert auf einer strukturierten Analyse Ihrer individuellen Situation sowie einer ganzheitlichen Betrachtung von Risiken und Chancen. So entstehen Lösungen, die Sicherheit, Flexibilität und langfristige Stabilität miteinander verbinden und eine verlässliche Grundlage für private und unternehmerische Entscheidungen schaffen. Wir begleiten unsere Kunden mit einer klaren Strategie und einem ganzheitlichen Beratungsansatz. Ziel ist es, finanzielle Risiken zu minimieren, Chancen optimal zu nutzen und langfristig stabile Grundlagen für Vermögen, Vorsorge, Gesundheit und unternehmerischen Erfolg zu schaffen. - Ganzheitliche Beratung von Neu- und Bestandskunden in den Bereichen Versicherung, Vorsorge, Investment und Vermögensaufbau - Analyse der finanziellen Situation und Entwicklung individueller Lösungen - Digitale und persönliche Beratung von Kunden – insbesondere via Zoom - Verständliche Erklärung komplexer Finanz- und Versicherungsthemen - Betreuung und Ausbau eines bestehenden Kundenbestands - Bearbeitung von Kundenanfragen und Vertragsänderungen - Follow-up von Leads aus Online-Marketing- und Meta-Ads-Kampagnen Qualifications - Ausbildung zum Versicherungsfachmann (IHK) - Kaufmann für Versicherungen und Finanzanlagen oder vergleichbarer Sachkundenachweis - Idealerweise Erfahrung im Versicherungs- oder Finanzvertrieb - Interesse an Vorsorge, Investment und Vermögensaufbau - Kommunikationsstärke und sicheres Auftreten - Selbstständige, strukturierte Arbeitsweise - Motivation zur fachlichen Weiterentwicklung - Sehr gute Deutschkenntnisse in Wort und Schrift - Freude daran, Kunden auch digital (Zoom) zu beraten Benefits - Wir kombinieren unternehmerische Freiheit mit moderner digitaler Vertriebsstruktur. - Sie arbeiten remote, nutzen digitale Beratung über Zoom und werden durch systematische Online-Leadgenerierung unterstützt. - So können Sie sich auf das konzentrieren, was zählt: gute Beratung und erfolgreicher Vertrieb. - Echte Entwicklungsperspektiven, starke Unterstützung im Hintergrund und ein Umfeld, das auf Leistung, Vertrauen und Klarheit basiert.

Role Description We’re seeking an Insurance Agent who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees. This role supports clients by ensuring benefits programs are administered accurately, aligned with strategic objectives, and compliant with all regulatory requirements. You’ll partner with internal teams and client contacts to deliver seamless execution, creative solutions, and a superior client experience. Responsibilities - Client Partnership & Service Excellence - Partner with clients to deliver employee benefits programs that meet individual and organizational needs. - Provide education and guidance on health, dental, vision, and supplemental insurance options. - Respond to client and employee inquiries with clear, accurate information across phone, online, and in-person channels. - Explain key insurance concepts including deductibles, co-pays, out-of-pocket maximums, and subsidy eligibility. - Operational & Compliance Excellence - Administer benefits enrollment processes including new enrollments, updates, and record maintenance. - Maintain accurate client documentation in CRM systems and enrollment platforms. - Ensure compliance with applicable regulations and internal processes. - Collaborate with carriers, internal teams, and third-party systems to ensure accuracy and efficiency. - Growth & Retention - Support new business initiatives by engaging prospective and existing clients. - Identify opportunities to improve client experience and strengthen long-term relationships. - Contribute to team performance by sharing knowledge, best practices, and supporting service improvements. Qualifications - Required - Bilingual in Spanish and English (both written and verbal). - One plus years of experience in sales, customer service, or a related field. - Understanding of health insurance plans and enrollment processes. - Strong client service orientation and ability to manage multiple interactions. - Excellent communication and interpersonal skills. - Preferred - High school diploma or equivalent with additional coursework a plus. - Experience using CRM systems and platforms such as Covered California. - Comfort using Google Workspace and digital systems. Core Competencies - Attention to detail and organizational skills. - Strong communication and client engagement. - Problem solving and ability to explain complex information clearly. - Ability to work in a fast-paced environment and manage competing priorities. - Collaborative mindset and team-oriented approach. Compensation - Hourly range: $20 – $24 per hour. - Eligible for performance-based bonus: [Yes/No – if applicable]. Benefits - Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more. Professional Development – Alera Group Academy At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career. - Role-specific learning paths. - Leadership development programs. - Technical and compliance training. - Industry certifications and continuing education support. - Peer learning and knowledge-sharing communities. Licensure & Certifications (If Applicable) - This position may require active [State Life & Health License / Property & Casualty License / Series 6/7/65/66 / etc.]. - Ability to obtain required licensure within [X] months of hire. - Ongoing continuing education to maintain active status. Equal Opportunity Employer We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class. Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

• provide support, coaching, feedback, process improvement, performance management, and client management • drive team performance, manage outliers, coaching agents, and monitoring of calls • hire, train, coach, and lead sales agents • assist other management team members in identifying trends and establishing goals • ensure staff members are achieving desired service levels and take corrective action • prepare reports and analyze data to improve processes • continuously improve through feedback

Title: Insurance Verification Specialist I #Full Time #Remote Location: Remote, NY Department: CRO - Ins Verification NY Job Description: Top Healthcare Provider Network The 61st Street Service Corporation, provides administrative and clinical support staff for ColumbiaDoctors. This position will support ColumbiaDoctors, one of the largest multi-specialty practices in the Northeast. ColumbiaDoctors’ practices comprise an experienced group of more than 2,800 physicians, surgeons, dentists, and nurses, offering more than 240 specialties and subspecialties. This position is primarily remote, candidates must reside in the Tri-State area. Note: There may be occasional requirements to visit the office for training, meetings, and other business needs. Opportunity to grow as part of a Revenue Cycle Career Ladder! Job Summary: The Insurance Verification Specialist I specializes in verifying patient insurance coverage, to ensure that correct insurance information needed is secured in the practice management system. This position requires professionals to spend extensive time researching accounts to determine correct insurance coverage and heavy interaction with insurance companies and patients. - Resolve accounts with unverified insurance coverage. - Researches system notes to discover proper insurance coverage. - Contacts patient as appropriate to obtain proper insurance coverage - Contacts insurance company(s) as appropriate. - Verifies insurance via system tools, payer portals (Electronic Query (Real-Time-Eligibility [RTE]/Insurance Payer Portal/Phone), obtain benefit coverage. - Confirms effective and termination dates of patient insurance and updates patient's insurance coverage and changes in the billing system. - Resolves any issues with coverage and escalates any complications to supervisor/manager. - Corrects identification and selection of appropriate registered insurance. - Corrects errors in various work queues to ensure correct claim filing or refiling of denied claims. - Notifies the servicing provider’s office personnel in a timely manner if registration is lacking critical information needed to bill for services. - Performs other job duties as required. Job Qualifications: - High school graduate or GED certificate is required. - A minimum of 6 months’ experience in a physician billing or third party payor environment. - Candidate must demonstrate the ability to understand and navigate the insurance verification process including coordination of benefits, including in depth understanding of In/Out of Network Benefits and how they relate to co-insurance and deductibles due. - Candidate must demonstrate a strong customer service and patient focused orientation and the ability to communicate, adapt, and respond to complex situations. Including the ability to diffuse complex situations in a calm and professional manner. - Must demonstrate effective communication skills both verbally and written. - Ability to multi-task, prioritize, and manage time effectively. - Functional proficiency in computer software skills (e.g. Microsoft Word, Excel and Outlook, E-mail, etc.) - Experience in Epic and or other of electronic billing systems is preferred. - Proficiency in health insurance benefits, eligibility requirements and obtaining authorizations is preferred. - Knowledge of insurance billing requirements is preferred. - Knowledge of medical terminology, diagnosis and procedure coding is preferred. - Previous experience in an academic healthcare setting is preferred. Hourly Rate Ranges: $23.56 - $28.85 Note: Our salary offers will fall within these ranges based on a variety of factors, including but not limited to experience, skill set, training and education. 61st Street Service Corporation At 61st Street Service Corporation we are committed to providing our client with excellent customer service while maintaining a productive environment for all employees. The Service Corporation offers a competitive comprehensive Benefit package to eligible employees; including Healthcare and various other benefits including Paid Time off to promote a healthy lifestyle. We are an equal employment opportunity employer, and we adhere to all requirements of all applicable federal, state, and local civil rights laws.