13 processing assistant jobs found in Cleveland

Overview This Underwriter Assistant specifically works with national payroll agencies and digital partners and is within a quickly growing division of the AmTrust with opportunities for advancement. Emphasis is on providing excellent customer service which consists of friendly and prompt responses to agent emails, calls, and quick problem resolution. Underwriting assistants work directly with the agent providing documents, binding policies and processing endorsements. Responsibilities · Receives, responds and re-directs inquiries from producers and home office personnel, verbally or in writing, as required. · Secures underwriting information as requested in order to respond to bureau crits or SIU investigations. · Prepares general business letters, emails, correspondence, and miscellaneous forms including Excel worksheets. · Processes endorsements, cancellations, broker of record changes, and general policy changes. ·...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. A Day in The Life Responsible for servicing an assigned book of business which varies based upon client needs, account complexity, and client structure. Serves as the main point of contact for all existing clients, centers of influence and assigned book of business; responds to all service requests inclusive of billing inquires and coverage options. Ensures all client service needs are delivered in a timely and professional manner throughout the year by responding to requests as submitted in accordance to agency standards. Maintains accurate account files, records, and documentation in accordance with the agency standards; confirms in writing all relevant contacts, communication, suggestions, advice, etc., with clients, carriers and other applicable parties and attaches documentation...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : We are seeking an analytical and operationally focused Pharmacy Analyst to join our pharmacy consulting team. This role supports the operational, clerical, and compliance functions of the pharmacy department to ensure smooth, efficient, and accurate workflow. This role assists with documentation, scheduling, request for proposal coordination, data entry, and communication between pharmacy benefit managers, client service teams and our pharmacy consultant and clinical pharmacist. Responsibilities include maintaining paperwork, audit documentation, processing billing and invoicing information, and supporting pharmacy leadership with reporting and administrative projects. The ideal candidate is detail‑oriented, organized, and skilled in customer service, multitasking, and...

Overview Supports Legal/Regulatory Department in Cleveland, Ohio.  Has shared responsibility for assisting with a variety of legal, regulatory and compliance matters.  Maintains a solid understanding of AmTrust’s mission, vision, and values. Upholds the standards of the AmTrust organization. Responsibilities Supports attorneys with: a) handling regulatory examinations (e.g., financial and market conduct exams); b) preparing, submitting, and managing UCAA filings (e.g., insurance carrier licensing applications); and c) preparing and submitting NAIC biographical affidavits. Prepares and submits routine regulatory filings; corresponds with state Departments of Insurance or other regulatory agencies. Assists team with processing Consumer Complaints pursuant to internally developed policies. Provides limited administrative tasks necessary to support UCAA filings and regulatory examinations (e.g., distributing documents,...

Overview Supports Legal/Regulatory Department in Cleveland, Ohio.  Has shared responsibility for assisting with a variety of legal, regulatory and compliance matters.  Maintains a solid understanding of AmTrust’s mission, vision, and values. Upholds the standards of the AmTrust organization. Responsibilities Supports attorneys with: a) handling regulatory examinations (e.g., financial and market conduct exams); b) preparing, submitting, and managing UCAA filings (e.g., insurance carrier licensing applications); and c) preparing and submitting NAIC biographical affidavits. Prepares and submits routine regulatory filings; corresponds with state Departments of Insurance or other regulatory agencies. Assists team with processing Consumer Complaints pursuant to internally developed policies. Provides limited administrative tasks necessary to support UCAA filings and regulatory examinations (e.g., distributing documents,...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. A Day in The Life Responsible for servicing an assigned book of business which varies based upon client needs, account complexity, and client structure. Serves as the main point of contact for all existing clients, centers of influence and assigned book of business; responds to all service requests inclusive of billing inquires and coverage options. Ensures all client service needs are delivered in a timely and professional manner throughout the year by responding to requests as submitted in accordance to agency standards. Maintains accurate account files, records, and documentation in accordance with the agency standards; confirms in writing all relevant contacts, communication, suggestions, advice, etc., with clients, carriers and other applicable parties and attaches documentation...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties. A Day in The Life : Provides direct administrative support as required for two to three assigned Client Managers; responds to requests for assistance in a timely and collaborative manner. Supports the assigned team in the retention of the existing client base; confers with the team on opportunities to up-sell and/or cross-sell additional Oswald products and services. Serves as a client contact and identifies and assesses customer’s needs quickly and accurately; solves problems systematically, using sound...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. JOB PURPOSE Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties. ESSENTIAL DUTIES AND RESPONSIBILITIES Provides direct administrative support as required for one to three assigned Client Managers and Practice Leaders; responds to requests for assistance in a timely and collaborative manner. Processes requests for Certificates of Insurance as specified by client or within 24 hours of receipt of request. Ensures client invoices are paid as scheduled; responds to a variety of client billing issues and works closely with the related carrier to resolve billing problems....

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. JOB PURPOSE Responsible to generate sales opportunities with new clients in a defined market; coordinates personal sales efforts with department team members and other internal staff.  Also collaborates with the team to cross-sell products and services; develops and implements a personal sales plan with direct accountability for annual production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Establishes a sales development plan to originate business with new clients; builds and maintains a book of business and incrementally grows the book at plan each year.  Capitalizes on opportunities to cross-sell multiple lines of coverage to existing clients; collaborates with department peers and service staff managing the company's various practices to maximize the sale of services...

Job Summary  The Associate Tax Specialist is part of the Tax Services Department. The primary responsibility is to  provide client support for tax maintenance that may include processing complex payroll corrections, amending tax returns and working with tax agencies and clients.  Duties  ● Conduct research, analysis and resolution to payroll related tax notices and inquiries ● Analyze payroll and tax data resulting in the preparation and filing of amended tax returns ● Provide excellence in client service to internal and external clients including working directly with tax agencies  ● Review and input tax rates and/or deposit frequency changes as part of client compliance efforts ● Identify and resolve discrepancies during payroll data extracts  Job Requirements  ● Detail oriented, with ability to focus on and comprehend numerical and financial data ● Strong analytical, research and problem solving abilities  ● Customer-service oriented, excellent phone...

Duties  ● Maintain base of payroll clients and provide exceptional customer service to them via phone and email  ● Interact with clients to obtain payroll data and accurately enter data for processing ● Meet deadlines and respond quickly to inquiries, even during times of high volume  ● Learn and maintain a working knowledge of Payroll Software and other products. ● Assist clients with reports, problems, or other issues  ● Reach out to clients regarding new products and services  ● Develop relationships with other departments to ensure a positive customer experience  Job Requirements  ● High school diploma or equivalent  ● At least 1 year of work experience, preferably in customer-facing role  ● Reliable, responsible, detail-oriented, and professional  ● Excellent communication skills, especially via email and phone  ● Team-oriented, adaptable, flexible, collaborative, able to resolve conflicts  ● Proactive problem solver and critical thinker  ●...

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Territory Manager (PTM), you will report to the Payroll Division Manager (PDM).  Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Auris products and services, and...

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Field Sales Representative you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other...