8 senior investment professional jobs found

The WC Senior Claims Specialist handles complex and high-profile Workers' Compensation claims following company standards. This role works closely with case managers and attorneys, manages subrogation, and negotiates settlements. The Senior Claims Specialist ensures the best possible outcome for the claim, meeting customer service expectations, and supporting the goals of the Claims Department and CorVel. This role is available for both remote and hybrid work arrangements. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives Workers’ Compensation claim, confirms policy coverage and acknowledgement of the claim Determines validity and compensability of the claim by investigating and gathering information regarding the claim and files necessary documentation with state agencies Establishes reserves and authorizes payments within reserving authority limits Develops and manages well documented action plans with the case manager and outcomes manager to reduce overall...

The Customer Service Representative plays a vital role in supporting the Workers’ Compensation department by managing inbound and outbound calls and providing exceptional service to claimants and internal teams. This entry-level position is ideal for individuals looking to start a career in insurance, claims management, or customer service within a professional environment. You will assist claim adjusters by addressing inquiries, clarifying information, and ensuring accurate communication between all parties. Training will be provided to help you succeed and grow in this role. This role requires internet upload and download speeds of at least 80Mbps. This role is available for both remote and hybrid work arrangements.   ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Answer and return inbound and outbound phone calls promptly and professionally. Review claim history in the system and provide accurate information to callers. Collaborate with claim adjusters to...

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Senior Tax Trust Accountant is responsible for the preparation of moderate/complex investment management, trust and individual federal, state and local tax returns. In addition, the incumbent will research tax issues and collaborate with clients, wealth advisors, portfolio managers and other tax department staff to resolve tax issues and notices. Job Responsibilities : Apply federal, state and local tax laws to ensure all tax compliance and filing requirements are timely completed for moderate to complex trust, exempt organization, estate and individual federal, state and local tax returns, including gift tax and...

The Data Verification Analyst is responsible for all bill review clerical functions, including mail, prepping and scanning medical bills, data entry, data verification and assisting with various phone and email tasks to support the bill review department. This is a hybrid role. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Validate incoming data to the Bill Review system Identify and apply customer-specific rules and processes Requires continual and consistent communication with supervisor regarding status of Data Verification queues and workload Assist the bill review department with all clerical duties as assigned Additional duties as assigned   KNOWLEDGE & SKILLS: Ability to work on several concurrent tasks and prioritize workload with minimal direction Ability to identify, analyze and solve problems Basic computer proficiency, including familiarity with Microsoft Office applications Strong interpersonal, time management, and organizational...

The Bill Review Supervisor is responsible for the supervision of all operations within their designated department. This position functions as a member of the Bill Review Department leadership team, ensuring optimum team performance by providing exemplary support and assistance to achieve the organizational goals of excellent customer service of the bill review department and of CorVel. This is a hybrid role. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Directs a team of employees in their day-to-day operations and the quality of services provided, focusing on production, timeliness, and quality of bill review performance Establishes employee performance goals and follow-up to ensure employees are achieving goals, providing encouragement, training, and coaching as needed Evaluates and maintains appropriate staffing levels to ensure work is completed within internal and external customer turn-around time expectations Responsible for maximizing department quality and...

The Workers’ Compensation   Claims Specialist manages within company best practices lower-level, non-complex and non-problematic workers’ compensation claims within delegated limited authority to best possible outcome, under the direct supervision of a senior claims professional, supporting the goals of claims department and of CorVel.  This is a remote role. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives Workers’ Compensation claims, confirms policy coverage and acknowledgment of the claim Determines validity and compensability of the claim Establishes reserves and authorizes payments within reserving authority limits Manages non-complex lost-time workers’ compensation claims under close supervision Communicates claim status with the customer, claimant and client Adheres to client and carrier guidelines and participates in claims review as needed Assists other claims professionals with more complex or problematic claims as necessary...

Job Description: Position Overview The Information Technology Analyst position will provide essential technical support and assistance to the Information Technology team and portfolio management operations within Penn Mutual Asset Management (PMAM). This role will focus on providing technical support to investment operations, assisting in daily and month-end business processing automation, supporting reporting and data analysis needs. The role will also support the practical application of AI capabilities to improve operational efficiency, data insights, and process effectiveness across key workflows. The primary responsibility of this position is to ensure the smooth operation of technology systems and processes related to investment management. We are looking for a result-driven, execution-focused individual with a collaborative style who will contribute to our winning culture. We’ve embraced a flexible, hybrid approach to work that supports both collaboration and...

The Medical Only Claims Specialist manages non-complex and non-problematic, medical only claims and minor lost-time workers’ compensation claims under close supervision, supporting the goals of claims department and of CorVel.  This is a remote position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives claims, confirms policy coverage and acknowledgement of the claim Determines the validity and compensability of the claim Establishes reserves and authorizes payments within established reserving authority limits Communicates claim status with the customer, claimant and client Adheres to client and carrier guidelines and participates in claims review as needed Assists other claims professionals with more complex or problematic claims as necessary Additional duties as assigned   KNOWLEDGE & SKILLS: Excellent customer service skills Excellent written and verbal communication skills Fast learner; develops knowledge and understanding of...