Deliver timely, responsive support for new and existing clients, ensuring a smooth transition from implementation through ongoing service.
Maintain accurate client benefit information across systems, providing reliable documentation for operational teams.
Collaborate effectively with Sales, Operations, Client Care, carriers, and vendors to resolve requests and support client needs.
Health Advocate is a leading provider of health advocacy, navigation, well-being, and integrated benefits programs, helping members navigate healthcare complexities. The company is part of Teleperformance in the US, employs a team of compassionate experts, and has been recognized as a top workplace by Fortune, with numerous customer service awards.
Support client program operations by providing analytical insights, training, and oversight to ensure seamless management of key processes and data.
Collaborate with program leads and clients to review performance metrics, address issues, and drive continuous improvement.
Analyze and report on key performance metrics and case deadlines, maintaining up-to-date internal and client-facing systems.
Wilson Elser is a national law firm with over 1,400 attorneys across 46 offices nationwide, recognized among the top 100 law firms by The American Lawyer. The firm fosters a culture of collaboration, innovation, client service, and mutual respect, empowering employees to grow their careers and thrive professionally.
Assimilate and manage complex data into actionable reports and summaries.
Perform financial, statistical, and data analysis in support of client service teams.
Prepare client presentations and marketing materials.
Treliant is a global consulting firm serving banks, mortgage originators, FinTechs, and other financial services companies. Founded in 2005, it is headquartered in Washington, DC, with offices worldwide and fosters a diverse, equitable, and inclusive culture.
Serve as the primary point of contact for client inquiries via phone, email, or chat, ensuring professional and efficient service.
Perform administrative tasks, maintain client records in agency management systems, and contribute to process improvements.
Handle inbound calls for sales and post-sales service, follow up on warm leads, and provide support to internal teams.
Trucordia is an insurance brokerage built on successful businesses across the U.S., offering exceptional experiences for clients and employees. With over 5,000 team members across 200 offices, they are a fast-growing company that values collaboration, leadership, and celebrating both individual and collective achievements.
Oversee end-to-end client case management including tracking, prioritization, and documentation across multiple systems.
Support year-end tax form processing by validating, formatting, QA'ing, and delivering files for various tax forms.
Serve as primary client contact, leading status meetings and providing high-touch communication and client-facing summaries.
Experian is a global data and technology company operating across multiple markets including financial services, healthcare, automotive, agribusiness, and insurance. The company has a team of 25,200 people across 32 countries with a culture that invests in people and advanced technologies.
Reconcile benefit deductions, upload vendor bills, and perform monthly benefit audits to ensure accuracy.
Assist with HSA, COBRA, STD pay processes, employee inquiries, and updating Benefits webpages.
Consistently look for ways to improve system efficiencies and support Wellness Program communications.
GuidePoint Security provides trusted cybersecurity expertise, solutions and services that help organizations make better decisions and minimize risk. Since 2011, the company has grown to over 1,200 employees, built strategic partnerships, and serves as a trusted advisor to more than 6,200 customers with a strong culture and collaborative environment.
Maintain program trackers, action item logs, status reports, and deliverables.
Analyze data to identify gaps, trends, and opportunities for improvement.
Coordinate with stakeholders and prepare management reporting products.
Blue Water Thinking is a consulting firm that supports federal clients, particularly the Department of Veterans Affairs, by providing management analysis and program support. Founded by a 28-year Army veteran, the company emphasizes integrity, collaboration, and customer service, with a team that values human connection and loyalty.
Provide direct client support, manage escalations, and communicate with upset clients using non-violent communication.
Contribute to project implementation, analyze metrics, and identify process improvements.
Communicate with partners and internal teams to represent client voice and share learnings.
Code for America uses technology to make government services work for everyone, with a focus on transparency and fairness. The organization fosters a supportive, flexible environment and a collaborative culture driven by meaningful impact.
Deliver a world-class customer experience to clients and annuitants, ensuring efficient and accurate transition onboarding.
Support Transition team by participating in meetings, developing communication, and ensuring accurate data across departments.
Collaborate with clients and internal partners to obtain annuitant data, perform validation testing, and resolve installation issues.
Banner Life Insurance Company is a leader in Pension Risk Transfer (PRT), securing the retirement of over 200,000 annuitants annually. With over $14 billion in total PRT premium as of 2025, the company fosters a culture of heart, ambition, and innovation, offering career development and comprehensive benefits.
Support global benefits operations by analyzing client needs and delivering accurate, compliant solutions.
Manage client accounts, respond to inquiries, and maintain KPIs to ensure high-quality service.
Collaborate with international teams to improve processes and communicate complex benefits information.
The company provides global benefits administration services to clients, focusing on analytical expertise and operational excellence. It fosters a supportive and inclusive culture with opportunities for professional development and collaboration.
Provide day-to-day operational and administrative support to registered representatives, including handling inbound calls, emails, and scheduling.
Ensure all client paperwork and procedures comply with regulatory requirements and coordinate with internal departments.
Manage client deposits, maintain data integrity, and research client issues in cooperation with back-office partners.
Mercer Advisors is an independent fiduciary RIA firm that helps families simplify their financial lives by integrating planning, investing, tax, and estate services. With over 31,300 families served across 90+ U.S. cities, the firm is ranked #1 by Barron's and employs a diverse, flexible workforce where more than half of employees are women.
Develop and manage tactical project plans for customer issue resolution and program enhancements.
Act as the lead relationship manager, coordinating proactive communication and aligning Cotiviti's solutions with client needs.
Forecast and track key metrics including revenue, member counts, and risk adjustment, while managing product-related issues.
Cotiviti is a healthcare technology company that provides data processing and analytics solutions to healthcare payers. They are a mid-sized organization with a collaborative culture focused on driving client success and innovation.
Provide professional client support by managing inquiries, maintaining records, and coordinating administrative tasks.
Respond to client calls and emails, assist with billing, and prepare reports and correspondence.
Work independently in a remote environment to ensure a positive client experience.
A-Core Industrial Services provides concrete cutting, demolition, core drilling, and specialty construction services. Since 1974, they have served commercial and industrial clients across the US with a focus on safety, quality, and customer service.
Drive investment management services for Wealth Advisors by consulting on portfolio strategy and ensuring accurate implementation.
Serve as main point of contact for newly acquired firms assimilating to the investment platform and models.
Support organic growth by developing investment deliverables for prospective clients and collaborating across teams.
Mercer Advisors helps families simplify their financial lives through integrated planning, investment, tax, and estate services. It serves over 42,800 families across the U.S., is ranked #1 RIA by Barron's, and emphasizes a diverse, flexible workplace.
Manage daily settlement pipeline and exception reporting for payment setup and clearing process.
Communicate with creditors and agencies to clear payment exceptions and uncleared payments.
Support acquisition of required documentation for payment remittance and maintain deposit account balances.
Beyond Finance helps Americans escape debt and achieve financial stability through personalized financial solutions. They have helped over 1 million clients and foster a collaborative, forward-thinking culture.
Provides front-line technical support for high-visibility partners 24/7/365, ensuring issue intake, triage, and resolution.
Documents and prioritizes incoming issues, follows escalation procedures, and collaborates with Technology, Client Services, and Partner Integration teams.
Maintains operational continuity and meets contractual SLAs while delivering exceptional partner support experience.
U.S. Bank is a financial institution that helps customers and businesses make better financial decisions and supports community growth. It fosters a culture where each person's unique potential is valued and encouraged.
You will support the delivery of services to clients on time, within scope, and within budget, including creating written deliverables.
You will participate in meetings and interviews with client stakeholders to document needs and challenges.
You will work effectively as a team player on multiple client projects and support team operations.
BerryDunn is a leading national professional services firm providing assurance, tax, and consulting services to businesses, nonprofits, and government agencies. The firm has been recognized for its diverse and inclusive workplace culture and focus on learning, development, and well-being.
Work with client account teams to understand client projects and requirements.
Take the lead on special projects involving data interpretation and analysis.
Prepare, evaluate, and deliver results to clients via phone and email.
Experian is a global data and technology company that powers opportunities for people and businesses worldwide. With 25,200 employees across 32 countries, Experian has a people-first, inclusive, and purpose-driven culture that has earned multiple awards.
Provide administrative assistance to the Absence Vice President and Operational Leaders, including meeting minutes, scheduling, and data entry.
Create data visuals, presentations, and communication materials, and book travel or reconcile expense reports.
Run routine reports, create summaries, and support the team with clear written and verbal communication.
ComPsych is the worldwide leader in organizational mental health, well-being, and absence management, igniting human potential in workplaces globally. For over 40 years, they have supported more than 75,000 customers and 160 million lives across 200 countries, with 40% of the Fortune 500 choosing them.
Partner with managers to strategically staff client projects with the right talent mix.
Maintain resource management system accuracy and reconcile planned allocations against actuals.
Monitor timesheet compliance and support accurate KPI reporting and billing.
Beghou Consulting helps life sciences companies optimize commercialization through strategic insight, analytics, and technology. Headquartered in Evanston, Illinois, the company has 10 global offices and fosters a collaborative, values-driven culture.