Financial Services Representative - New York Life - Uniondale

Ofertas como Financial Services Representative

• Health Plus Management LLC

  

  Accounts Receivable Associate- Orthopedics - Medical Biller

  hace 13 horas

  Uniondale

  Job Description This position is primarily responsible for Accounts Receivable and Collections functions for multiple orthopedic surgeons within our practices. Duties & Responsibilities: • Maintain insurance account receivable management for multiple groups, specialties and payors, • Follow up with insurance companies on unpaid and/or denied claims, • Resolve claim errors and re-submit claims as appropriate for reimbursement, • Prepare appeal letters to insurance carriers when not in agreement with claim denial, • Identify and report payer issues relating to denial trends or change in payments, • Maintain detailed documentation of notes pertaining to all collection activity for each account worked, • Assist with collections efforts in accordance with company policies and procedures in addition to maintaining legal compliance, • Support/assist team with additional assigned tasks as needed, • Effectively communicate and correspond with team members and management Education & Training: • High School Diploma or equivalent required, 2+ years of experience with A&R, or Denial Management across multiple insurance carriers and specialties Knowledge & Experience: • 2+ years of experience with A/R Collection and/or Denial Management across multiple insurance carriers and specialties, • Must have a strong knowledge of payers and medical insurance terminology for collecting, local coverage determinations policies, A/R follow-up and managed care regulations Skills & Abilities: • Proficient in the use of computers, insurance web portals and keyboarding with knowledge of Microsoft Excel and Word required, • Prior work experience on Athena a plus, • Excellent communication skills, verbal and written, • Strong work ethic and excellent attention to detail, dedicated and effective team collaborator, • Ability to organize and prioritize work to meet deadlines Physical Requirements: • Prolonged periods of sitting at a desk and working on a computer., • Must be able to lift up to 25 pounds at times. Schedule: Monday-Friday, 40 hours per week Pay: $24 - $28 per hour Health Plus Management LLC (HPM) provides management services to medical practices specializing in the area of Pain Management, PMN&R, and Orthopedics. HPM manages 45 locations throughout Long Island, NYC, including the 5 boroughs, Westchester, NJ, CT and Upstate. We provide management services that give the physicians and therapists the opportunity to provide patient care without worrying about the administrative needs of the practice.

• Health Plus Management LLC

  

  Accounts Receivable Associate- No-Fault/Workers Comp.

  hace 6 meses

  Uniondale

  Job Description Health Plus Management LLC (HPM) provides management services to medical practices specializing in the area of Pain Management and Physical Medicine & Rehabilitation. HPM manages over 50 locations throughout Long Island, NYC including the 5 boroughs, Westchester, NJ, CT, and Upstate NY. We provide management services that give the physician and therapists the opportunity to provide patient care without worrying about the administrative needs of the practice. This position is primarily responsible for overseeing the Accounts Receivable and Collections functions for our family of companies. Duties & Responsibilities • Maintain insurance account receivable management for multiple groups, specialties and payors, • Follow up with insurance companies on unpaid or denied claims, • Resolve claim errors and re-submit claims as appropriate for reimbursement, • Prepare appeal letters to insurance carriers when not in agreement with claim denial, • Identify and report payer issues relating to denial trends or change in payments, • Recommend account adjustments as appropriate, • Maintain appropriate documentation and notes of all collection activity, • Assist with collections efforts in accordance with company policies and procedures in addition to maintaining legal compliancy, • Supports/assists team with additional assigned tasks as needed., • Knowledge of various billing applications Education & Training • High School Diploma or equivalent required, • 2+ years of experience with A&R & Denial Management across multiple insurance carriers and specialties Knowledge & Experience • Must have a strong knowledge of payers and medical insurance terminology for collecting, local coverage determinations policies, A/R follow-up and managed care regulations, • Knowledge of ICD-10 and CPT codes Skills & Abilities • Must have a strong knowledge of payers and medical insurance terminology for collecting, local coverage determinations policies, A/R follow-up and managed care regulations, • Proficient in the use of computers, insurance web portals and keyboarding with knowledge of Microsoft Excel and Word required, • Detail oriented and strong team player, • Superior customer service and communication skills, • Self-starter with strong problem-solving skills, • Ability to meet high productivity and accuracy standards Physical Requirements • Prolonged periods of sitting at a desk and working on a computer., • Must be able to lift up to 25 pounds at times. Schedule: Full-Time, Monday-Friday Pay: $21-$24/hour

• Cullen and Dykman

  

  Billing Specialist

  hace 14 días

  Uniondale

  Job Description About Cullen and Dykman LLP Cullen and Dykman LLP is a full‑service law firm that has been serving clients since 1850. Our professional staff plays a key role in the firm’s continued growth and success, and we are committed to fostering a collaborative and supportive work environment. We are seeking a full‑time legal Billing Specialist to join our high‑volume Billing Department in our Uniondale office. Position Overview In this role, you will support the firm’s billing operations by ensuring timely, accurate, and compliant invoice processing for a large portfolio of insurance defense matters. Job Duties: • Process monthly and quarterly client billing invoices., • Review client billing instructions to ensure full compliance with guidelines., • Research and resolve billing issues; collaborate with partners, assistants, and billing staff to ensure accuracy and completeness., • Submit and monitor e‑billed invoices; resolve discrepancies and rejected invoices promptly., • Track delayed payments and follow up as needed. Requirements: • Bachelor’s degree in Business, Accounting, or Finance preferred., • 2+ years of relevant billing experience, required, • Experience with legal billing systems and time & billing software is a plus., • Knowledge of standard billing processes, including invoice formatting, timekeeper allocations, and paperless billing workflows., • Experience with electronic billing platforms, including client/matter setup and time entry troubleshooting., • Basic proficiency in Microsoft Excel and Word., • Ability to work accurately and efficiently under time‑sensitive deadlines., • Prior experience in a law firm environment, highly preferred., • Strong communication skills and the ability to interact professionally with all levels of firm personnel and client contacts., • Willingness to work extended hours during billing deadlines. Compensation & Benefits The salary range for this role is $55,000-$70,000. We offer a competitive salary, an excellent benefits package, and a collaborative, friendly environment. Actual salary will be commensurate with the candidate’s qualifications and relevant experience. Equal Employment Opportunity Cullen and Dykman LLP provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment of any kind based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

• Top Echelon

  

  Commercial Insurance Account Manager

  hace 4 días

  Uniondale

  Job Description This job is posted on behalf of bizjobz LLC by Top Echelon. Commercial Insurance Account Manager Position Description This is is a fully and permanently remote position. Candidates can reside anywhere on the East Coast but must have a New York State Property and Casualty License and be familiar with the down-state New York commercial insurance marketplace. Regional brokerage / insurance agency looking for an experienced commercial account manager. They provide a full range of insurance coverage and benefits programs offered by more than 30 national carriers. Responsibilities: • Increasing current coverage or adding new coverage to the firm’s existing book of business., • Marketing new and renewal business, • Positive consistent interaction with clients and markets, • Prepare renewal and new business applications & proposals, • Identify exposure and recommend appropriate solutions, • Remarket existing business and negotiate with underwriters, • Provide day to day client service Qualifications: • Must have a minimum of 5 years insurance brokerage experience to be considered for this position, • Experience servicing commercial clients and knowledge of commercial markets, • Capable of multi-tasking and working multiple projects simultaneously · Ability to work in a team environment • Current NYS Property and Casualty license, • AMS 360 Software knowledge / experience is required Compensation: · Base salary up to $95,000 – commensurate with relevant skill set and experience.

• Patriot Growth Insurance Services, LLC

  

  Commercial Lines Account Manager

  hace 25 días

  Uniondale

  Job Description Commercial Lines Account Manager Patriot Growth Insurance Services | Uniondale, New York | Hybrid | Full-TimeWhy This Role Matters As a Commercial Lines Account Manager, you'll play an important role in delivering exceptional service and support to commercial insurance clients while helping businesses protect what matters most. Your expertise, responsiveness, and commitment to client care will contribute directly to client satisfaction, account retention, and the continued success of the Commercial Lines team. In this role, you'll serve as a trusted partner to clients, Producers, carrier partners, and internal team members, managing day-to-day account service needs while supporting renewal strategies and coverage solutions. You'll have the opportunity to apply your commercial insurance knowledge, strengthen client relationships, and contribute to a collaborative team focused on delivering outstanding results. How You'll Make an Impact • Manage day-to-day service activities for assigned commercial lines accounts, ensuring clients receive prompt, accurate, and professional support., • Coordinate renewal submissions by gathering information, collaborating with carriers, and helping ensure timely renewal execution., • Prepare proposals and supporting materials for Producers and Sales Executives to support business growth and client retention., • Analyze coverage options and utilize carrier rating platforms to support new business and renewal opportunities., • Resolve policy, billing, claims, and service-related issues efficiently while maintaining a high standard of client service., • Build strong relationships with clients, Producers, carrier partners, and colleagues that foster trust and long-term success., • Maintain accurate account documentation and service records within agency management systems., • Contribute to team initiatives, process improvements, and departmental goals that enhance operational effectiveness.Who You Are, • Client-focused and committed to providing exceptional service and support., • A strong communicator who can explain insurance concepts and coverage options clearly and professionally., • Organized and detail-oriented, with the ability to manage multiple priorities in a fast-paced environment., • A collaborative team player who values partnership and relationship-building., • Resourceful and proactive when resolving client concerns and service challenges., • Adaptable and eager to continue developing commercial insurance expertise., • Driven by quality, accuracy, and a commitment to helping clients succeed.What You BringDay One:, • Active New York Property & Casualty insurance license., • High school diploma or equivalent., • Knowledge of the Applied Epic agency management system preferred., • Strong knowledge of commercial lines insurance products, coverages, carrier rating platforms, and policy servicing practices., • Excellent written, verbal, and interpersonal communication skills., • Proficiency with Microsoft Office Suite and related business technology., • Strong organizational, analytical, and problem-solving skills., • Ability to establish and maintain effective working relationships with clients, Producers, carrier partners, and team members., • Client-focused mindset with a commitment to accuracy, responsiveness, and professional service.Valuable Additions:, • 3 to 5 years of commercial insurance customer service, account management, or insurance sales experience., • College degree., • Claims experience., • Experience preparing renewal submissions, proposals, and client-facing insurance presentations., • Experience utilizing carrier websites and online rating platforms., • Ability to support Producer growth through coverage guidance and account expertise., • Demonstrated success contributing to a collaborative, growth-oriented team environment.Real Benefits for Real Life At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits. Highlights Include:, • Multiple medical plan options, with preventive care covered at 100%, • Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions, • Employer-paid short-term and long-term disability coverage, • Paid parental leave, • Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave, • Competitive 401(k) company match to help you build your financial future, • Comprehensive dental and vision coverage, • Employee Assistance Program with confidential mental health, legal, financial, and work-life supportAbout Patriot Growth Insurance Services At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do. Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them. Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com. Pay Range: Posted below* *Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team. Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays. Pay Range $70,000—$80,000 USD

• OCLI Vision

  

  Accounts Receivable Manager (Healthcare)

  hace 7 días

  Uniondale

  Job Description Accounts Receivable Manager (Healthcare) Employment Type: Full Time Schedule: Hybrid Work Model in Garden City, NY (In-office 3 days/week) – after 90 days Help strengthen revenue cycle performance and maximize cash flow! Your Next Career Opportunity - Spectrum Vision Partners / OCLI Vision is seeking an experienced Accounts Receivable Manager to oversee healthcare accounts receivable and collections. In this key revenue cycle role, you'll oversee billing, collections, and cash application to help ensure timely and accurate payments from payors. You'll work closely with the RCM and finance teams to strengthen payor relationships, resolve outstanding balances, improve A/R processes, and maximize cash flow across a multi-state, multi-practice, and multi-subspecialty healthcare organization. What You'll Do • A/R Operations: Oversee the accounts receivable process, including billing, collections, and cash application, ensuring timely and accurate payment processing., • Payor & Partner Relationships: Develop and maintain positive working relationships with payors, vendors, and internal partners to support timely resolution of outstanding balances., • Process Improvement: Collaborate with the RCM and finance teams to develop and implement strategies that improve A/R performance and reduce outstanding balances., • A/R Aging & Issue Resolution: Monitor and analyze accounts receivable aging reports to identify trends, investigate issues, and drive appropriate follow-up and resolution., • Financial Analysis & Reporting: Analyze A/R and financial data, including payer performance and denial trends, and provide regular reporting to management on A/R balances and collection progress., • Multi-Site Revenue Cycle Support: Manage high-volume A/R across multi-state, multi-practice, and multi-subspecialty surgery centers and/or clinics., • Team Collaboration: Partner with the RCM team and internal stakeholders to align collection priorities, improve workflows, and support organizational cash-flow goals., • Documentation & Accountability: Maintain accurate records and consistent follow-up processes to support visibility into outstanding balances and collection activity. What We're Looking For • Bachelor's degree in Accounting, Finance, or a related field., • 10+ years of experience in healthcare accounts receivable management or revenue cycle management., • Strong knowledge of accounting principles and practices., • Excellent communication and interpersonal skills., • Strong Microsoft Excel skills, including Pivot Tables to analyze A/R aging, payer performance, and denial trends., • Experience managing high-volume, multi-state, multi-practice, and multi-subspecialty A/R for surgery centers and/or clinics required., • Ability to analyze and interpret financial data to make informed decisions., • Ophthalmology A/R experience preferred., • Ophthalmology Surgical A/R experience preferred., • NextGen EMR experience preferred. Get to Know Us Spectrum Vision Partners supports OCLI Vision, one of the largest multispecialty ophthalmology networks in the U.S. Together, we're committed to delivering exceptional eye care through teamwork, compassion, and a patient-first approach. Ready to Join Our Team? If you're an experienced healthcare A/R leader who enjoys improving revenue cycle performance, solving collection challenges, and partnering across teams, we'd love to hear from you! Apply today to join Spectrum Vision Partners / OCLI Vision! Spectrum Vision Partners is an Equal Opportunity Employer. We are committed to providing an inclusive workplace and equal employment opportunities to all qualified applicants without regard to any legally protected status.

• New York Life - Uniondale

  

  Associate Financial Planner

  hace 1 día

  Uniondale

  Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Compensation: $120,000 Responsibilities: • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs, • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management, • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Network with and qualify prospective clients and explain the features and merits of insurance, investments, and other planning needs., • Develops investment portfolios, disability, life insurance, and long-term life strategies, high-level professional sales presentations, and client acquisitions., • Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts., • Develops long-term relationships with clients and underwriters., • Assists clients with concerns and service issues as needed., • Reaches agreed-upon sales targets monthly. Qualifications: • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers, • Up-to-date FINRA Series 7 & 63/66 documents are a bonus, • A required Bachelor’s degree in business administration, finance, or similarly related field, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Interpersonal, communication, and presentation skills., • Driven, motivated, and coachable., • Be willing to help others., • New York Life will pay for and cover all expenses for training and the exam., • Sales: 1 year (preferred). About Company We help individuals, families, and businesses secure their financial futures through a wide range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration, professional growth, and doing what’s right for clients and communities. At New York Life, you’ll find opportunities to build a meaningful career while making a lasting impact. #WHGEN3 Compensation details: 120000-120000 Yearly Salary PIf43f1b00762e-26276-41984075

• PinnacleConnect LLC

  

  Billing Specialist (Law Firm)

  hace 2 días

  Uniondale

  Billing Specialist (Law Firm) – Uniondale, New York \n \n Founded over 60 years ago, we are a full-service law firm that clients trust to deliver top-tier, cost-effective legal services. Today we have over 100 attorneys in five offices across the east coast. \n \n \n What we Offer: \n · Base salary: $65k-$70k \n · Full benefits: Medical, Dental, Vision \n · 401k and generous firm match \n · Generous PTO policy \n · Life Insurance Coverage \n · HSA / FSA \n \n \n Job duties: \n \n In this role, you will support the firm’s billing operations by ensuring timely, accurate, and compliant invoice processing. \n \n \n Required: \n · Recent billing experience at a law firm \n \n You should know some of the following: \n · Billing processes \n · Invoice formatting \n · Timekeeper allocations \n · Paperless billing workflows \n · Electronic billing platforms \n · Client/matter setup \n · Time entry troubleshooting