Deliver white-glove transaction coordination to clients procured by Transactly.
Provide listing coordination for high-volume real estate professionals.
Maintain transaction records and updates within Brivity, PLACE's tech platform.
Transactly, now a PLACE-owned company, provides real estate transaction coordination services with a focus on white-glove client experience. They are a team of top-performing transaction coordinators who emphasize professionalism, service, and technology-powered excellence.
Own broker relationships across Tampa to Naples and Lakeland as the go-to resource for local broker partners.
Build trust with brokers and consultants so Sidecar becomes the default recommendation at employer renewals.
Collaborate with underwriting and product teams to craft competitive Benefit Amount model proposals for groups of 100–2,000 employees.
Sidecar Health is redefining health insurance by making excellent healthcare affordable and accessible for everyone. The company is a rapidly growing, mission-driven team of tech leaders, policy makers, and healthcare professionals working to fix a broken system.
Calculate, process, and reconcile monthly broker commission payments in accordance with executed agreements and payment terms.
Maintain accurate broker agreements, commission documentation, payment instructions, and commission settings within Agency Management Systems.
Serve as the primary contact for broker commission inquiries and disputes, independently researching issues and determining resolutions.
Patriot Growth Insurance Services is a national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. With over 2,100 employees in more than 45 states, it fosters a collaborative culture centered on growth and support.
Supervise and develop a team of Support Coordinators to ensure high-quality, person-centered service delivery for ECF CHOICES program members.
Monitor staff performance, ensure compliance with TennCare and BlueCare requirements, and provide coaching and issue resolution.
Support workforce development through onboarding, mentoring, and continuous education while maintaining regulatory compliance and quality standards.
Volunteer State Health Plan, Inc, part of BlueCross BlueShield of Tennessee, is a health benefit plan company serving Tennesseans since 1945. As the largest health plan in Tennessee, they foster a remote-first culture with a focus on innovation, collaboration, and member well-being.
Develop and manage relationships with broker partners nationwide, focusing on new-to-reverse prospects.
Source and prospect qualified mortgage brokers to generate reverse mortgage submissions and grow channel volume.
Provide high-level partner support, conduct training and marketing webinars, and collaborate with internal teams.
We help seniors unlock their home equity to live the retirement they imagined. With over 1,000 customer testimonials and a Great Place to Work® award three years in a row, we’re a close-knit team that values collaboration and fun.
Process and prepare real estate transactions, including closing statements and settlement documents.
Manage escrow from opening through funding, recording, and policy issuance while reviewing title commitments.
Coordinate closings and communicate with borrowers, lenders, and investors to ensure compliance.
Rebuilt is a private equity-backed real estate firm that creates win-win opportunities for property sellers and investors through off-market transactions, wholesale deals, and assignable contracts. The company recently secured a $65M Series A investment and is expanding into private lending, title & escrow, and property management with a culture built on grit, authenticity, responsibility, discipline, and ownership.
Assist clients in securing mortgage financing across Conventional, FHA, VA, and Non-QM loan products.
Prospect and develop relationships with new borrowers while building a referral network with realtors and partners.
Guide borrowers through the full mortgage application and approval process while analyzing financial documents.
LitFinancial is a client-focused mortgage company dedicated to delivering exceptional lending experiences. It is a dynamic, fast-growing organization built with passionate, hardworking go-getters and a culture that emphasizes honesty and performance.
Own delegated credentialing operations across assigned payer relationships.
Manage payer audits, compliance reporting, and audit-ready credentialing files.
Support NP and group practice credentialing while partnering with internal teams.
Tava Health is reimagining mental health care to make it as accessible and stigma-free as a checkup, connecting patients with therapists and improving provider care. It is a fast-growing, mission-driven team leveraging technology to deliver high-quality mental health care to everyone.
Coordinate and execute closings for Zippy's broker channel, serving as the central point of contact for mortgage brokers, settlement agents, and internal account executives.
Balance final loan documents and settlement statements with title companies, resolve discrepancies, and facilitate remote online notarization for borrowers.
Deliver a positive digital closing experience while proactively resolving issues, tracking outstanding items, and improving workflows.
Zippy provides fast, fully online loans and insurance for manufactured home buyers across the United States. The remote-first, investor-backed team spans multiple states and values collaboration, innovation, and expanding affordable housing access.
Provide individual and group clinical supervision.
Review clinical documentation and treatment plans.
Guide LGBTQIA+ affirming and trauma-informed care.
Allswell is building the leading mental health services company for the LGBTQIA+ community, providing affirming, evidence-based care. Backed by leading healthcare and impact investors, the team is growing fast and holds a high clinical bar.
Oversee ESI Suitability Review so new accounts and daily transactions meet regulatory and company requirements.
Build partnerships with Distribution, Compliance, Legal, and Technology to manage risk and drive results.
Develop leaders, foster continuous improvement, and serve as escalation point for complex suitability issues.
National Life Group is a Fortune 1000 insurance company providing life insurance and annuities that help families plan stable futures. It fosters a collaborative, growth-oriented culture and encourages associates to live its values: Do good. Be good. Make good.
Perform medical reviews and utilization management to determine medical necessity for services and appeals.
Evaluate medical records and document decisions using clinical guidelines and protocol sets.
Educate members, providers, and staff on coverage determinations, medical terminology, and coding procedures.
Palmetto GBA is a healthcare administrator and one of the nation's largest medical claims processors. As part of BlueCross BlueShield of South Carolina, we've served clients for 70+ years and offer training and tuition assistance.
Conduct diagnostic evaluations and assessments for patients with developmental disabilities and autism.
Develop and implement individualized behavior intervention plans and provide behavioral therapy.
Collaborate with healthcare professionals and maintain accurate HIPAA-compliant documentation.
Finni Health powers KB Behavioral Health, delivering high-quality ABA services to children with autism and developmental disabilities. The team is collaborative and supportive, offering flexible remote work and professional development.
Manage transactional real estate work across acquisitions, dispositions, and financing.
Draft and negotiate purchase and sale agreements, loan documents, leases, and related instruments.
Advise on Florida real estate matters and support complex development and investment transactions.
A Florida-based commercial real estate practice handling sophisticated transactional matters for business and investment clients. The firm offers a collaborative environment where associates work closely with experienced attorneys on an active deal flow.
Build trust with state healthcare regulatory boards and agencies to drive growth of the CE Broker solution.
Serve as the primary point of contact for assigned state partners, guiding operational efficiency and compliance.
Navigate multi-year government decision cycles with a consultative, relationship-first approach.
Propelus simplifies workforce compliance management across healthcare, providing technology and strategic partnerships that empower professionals, employers, and regulators. A trusted leader for over 20 years, the company serves millions with seamless compliance solutions and has been named a BuiltIn 2025 Best Places to Work.
Support residential and commercial transaction coordination from contract to closing.
Manage listing intake, MLS data entry, and routine communications.
Perform administrative and back-office tasks using ClickUp and Google Workspace.
20four7VA connects offshore independent contractors with clients in developed markets. They provide ongoing support, training, and a community for their contractors.
Own the end-to-end operational lifecycle for Atomic Brokerage, including clearance and settlement, corporate actions, account onboarding, and daily reconciliations.
Serve as designated supervisory principal for operations, writing and defending supervisory procedures in FINRA and SEC exams.
Partner with engineering, FinOp, compliance, and legal teams to strengthen controls, automation, and regulatory reporting as we scale self-clearing infrastructure.
We build critical financial infrastructure that allows consumer-facing companies to offer engaging investing experiences, from ESG investing to treasury bills and equities. We have raised $55M and are a fast-growing, mission-driven team of financial empowerment enthusiasts from tech, banking, finance, and law.
Achieve annual revenue objectives through consultative sales to new clients and renewals.
Build an active pipeline of qualified prospects from banks, insurance agencies, and cold calling.
Service new and existing clients by monitoring programs and coverage.
Coface provides trade credit insurance, business information, and debt collection to help companies trade with confidence. With 5,200 experts in 58 countries, it fosters a collaborative and inclusive culture.
Call mortgage brokers from a provided list and introduce the paid lead trial.
Close brokers on a fixed-price trial offer, handling objections and adapting the script.
Log calls and outcomes in the CRM and dialer.
Rate My Mortgage delivers qualified, ready-to-talk mortgage leads to brokers across Canada. We're a growing company expanding our broker network with a performance-driven, remote-friendly culture.
Manage contractor relationships to ensure roadside assistance delivery meets quality and financial targets.
Perform market bids, contracting, and onboarding of towing and roadside assistance providers.
Investigate complaints, resolve billing disputes, and maintain positive industry relationships.
Bosch is a global technology company inventing high-quality technologies and services. The Roadside Protect business unit provides towing and roadside assistance administration services across the U.S. and Canada, combining regional industry knowledge with Bosch's global service setup.