6 investments jobs found in Carmel, IN

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a...

JOB SUMMARY This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. The part-time, Financial Controller will oversee all financial aspects of the agency, to ensure accurate reporting, and supporting strategic growth initiatives. This role manages accounting processes, financial planning, and internal controls to maintain profitability and operational efficiency . ROLES AND RESPONSIBILITIES: Prepare and review monthly, quarterly, and annual financial statements.  Own and manage the General Ledger working with the team to ensure accuracy. Lead and engage with the team to ensure revenue and related entries are posted by EOD BD 2. Support existing write-off processes and improvement, when warranted....

The CareIQ Intake Specialist provides administrative customer service assistance to claimants, providers, and claims management by receiving and entering new ancillary healthcare referrals. Utilizing proprietary systems and knowledge from training, a CareIQ Intake Specialist will provide excellent telephonic and written customer service to both inbound and outbound customers. A CareIQ Intake Specialist operates with a high focus on accuracy and urgency to ensure that service orders are received quickly in alignment with the claimant and customer needs. This is a remote role. For continuity of business, candidate must live and work in the Central or Eastern time zones.  ESSENTIAL FUNCTIONS & RESPONSIBILITES: Provides quality and friendly telephonic customer service in an inbound and outbound high-volume call-center environment Completes accurate data entry and review Able to learn and operate corporate proprietary systems Enters assigned electronic...

The CareIQ Service Coordinator provides administrative customer service and file management assistance to claimants, providers, claims professionals, and case managers regarding new and ongoing ancillary healthcare services. Utilizing proprietary systems and knowledge from training, a CareIQ Service Coordinator will provide excellent telephonic and written customer service to both inbound and outbound customers. This role operates with a high focus on accuracy, urgency and communication to ensure that services are completed on schedule and without interruption. A wired connection to your modem from a broadband internet network with a minimum bandwidth of at least 3 Mbps is required for this position. This is a remote position but for continuity of business with our management team, candidate needs to reside and work in Eastern or Central time zone.  ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Provide telephonic customer service in an inbound and outbound high-volume...

CorVel is seeking a Medical Scheduler (Scheduling Coordinator) for our Medical Scheduling Departments. The Scheduling Coordinator is responsible for participating in the daily operations and maintenance of the Medical Scheduling Departments. Primary duties include facilitating and scheduling medical services for claimants This is a remote role.  ESSENTIAL FUNCTIONS & RESPONSIBILTIES:  Proactively monitors and manages files using proprietary web-based applications Identifies potential problems and trends, proposes solutions and ensures no delay in care Provides telephonic and written customer support services Documents actions and correspondence between parties Ensures files are complete with all appropriate documentation Utilizes CorVel Intranet and SharePoint to remain current of all policies and procedures Additional duties as assigned   KNOWLEDGE & SKILLS: Effective multi-tasking skills in a high-volume, fast-paced, team-oriented...

The CareIQ Intake Manager is responsible for the overall operations of the CareIQ Intake Department. This position will manage initial referral of ancillary healthcare operations to ensure intake of new requests and orders occurs quickly and accurately. The CareIQ Intake Manager oversees the departments that create the first impression of CorVel’s CareIQ Ancillary Care Solutions division, and works with every department of the program on a regular basis.   ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Manages all day to day operations and functions regarding CareIQ’s Intake department(s) Develops and oversees Intake operating procedures to ensure service levels meet or exceed those set by the client agreement Accountable for meeting inbound telephonic metrics (ASA, AQT, Abandonment Rate, & etc.) on a daily basis and  prepared to implement immediate solutions if service interruptions occur during regular operating business hours Monitors operational...