Securities, Commodities, and Financial Services Sales Agents

******This position is not approved for sponsorship*****

What you can expect

You will specifically support our customers within Zoom’s Premier Support and Technical Account Management team. This function discovers, develops and maintains strategic partnerships with select enterprise customers. The TAM ensures the customers' success with Zoom products and services, and delivers customer satisfaction and happiness.

About the Team

The TAM team plays a crucial role in improving the customer experience within Zoom. We build relationships, encourage product usage, and act as dedicated technical consultants for customers. We provide our customers with useful resources that will enable them to succeed with our solutions, we effectively manage internal procedures and work across departments. Our success is achieved by consistently implementing the strategies with a commitment to excellence.

Responsibilities

+ Being customer obsessed, with a proactive approach to build trust and provide best-in-class customer satisfaction

What we’re looking for

+ Experience working with Fortune 500 customers

+ Have project management experience, working within large/enterprise level

+ Be able to serve as a technical subject matter expert on Zoom's architecture and collaboration space

+ Have a solid understanding of IP Telephony, SIP or H323, and Audio/Video codecs and Contact Center technologies

+ Have experience in troubleshooting network problems, firewalls, NAT, etc.

+ Be able to articulate complex technical topics and diplomatically address customer concerns

+ Be customer obsessed, with a proactive approach to build trust and provide best-in-class customer satisfaction

Salary Range or On Target Earnings:

Minimum:

$93,900.00

Maximum:

$217,000.00

In addition to the base salary and/or OTE listed Zoom has a Total Direct Compensation philosophy that takes into consideration; base salary, bonus and equity value.

Note: Starting pay will be based on a number of factors and commensurate with qualifications & experience.

We also have a location based compensation structure; there may be a different range for candidates in this and other locations

At Zoom, we offer a window of at least 5 days for you to apply because we believe in giving you every opportunity. Below is the potential closing date, just in case you want to mark it on your calendar. We look forward to receiving your application!

Anticipated Position Close Date:

09/20/24

Ways of WorkingOur structured hybrid approach is centered around our offices and remote work environments. The work style of each role, Hybrid, Remote, or In-Person is indicated in the job description/posting.

BenefitsAs part of our award-winning workplace culture and commitment to delivering happiness, our benefits program offers a variety of perks, benefits, and options to help employees maintain their physical, mental, emotional, and financial health; support work-life balance; and contribute to their community in meaningful ways. Click Learn (https://careers.zoom.us/benefits) for more information.

About UsZoomies help people stay connected so they can get more done together. We set out to build the best collaboration platform for the enterprise, and today help people communicate better with products like Zoom Contact Center, Zoom Phone, Zoom Events, Zoom Apps, Zoom Rooms, and Zoom Webinars.We’re problem-solvers, working at a fast pace to design solutions with our customers and users in mind. Here, you’ll work across teams to deliver impactful projects that are changing the way people communicate and enjoy opportunities to advance your career in a diverse, inclusive environment.

Our Commitment​We believe that the unique contributions of all Zoomies is the driver of our success. To make sure that our products and culture continue to incorporate everyone's perspectives and experience we never discriminate on the basis of race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. Zoom is proud to be an equal opportunity workplace and is an affirmative action employer. All your information will be kept confidential according to EEO guidelines.

We welcome people of different backgrounds, experiences, abilities and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law.If you need assistance navigating the interview process due to a medical disability, please submit an Accommodations Request Form (https://form.asana.com/?k=OIuqpO5Tv9XQTWp1bNYd8w&d=1127274756253361) and someone from our team will reach out soon. This form is solely for applicants who require an accommodation due to a qualifying medical disability. Non-accommodation-related requests, such as application follow-ups or technical issues, will not be addressed.

#LI-Remote

**Job ID:** ROUTE028873

****Now offering a $2,000.00 Sign on Bonus****

As a Route Sales Representative, you have the opportunity to drive the iconic yellow truck. You sell and deliver frozen food to confirmed customers while building strong relationships to maintain and grow your route. Come be a part of our journey and see how far your ambition, outgoing nature, and exceptional customer service can take you!

Watch our Day in the Life Video!

Route Service Schedule: Monday – Friday, 9am-6pm; typical working hours are from 8:30am to 6:30pm (start and end times may vary based on individual routes)

Position Type: Full-time

Compensation: $44,000 - $47,000/year ($140/day + commission - First 12 weeks are protected pay at $920/week)

What you can expect

+ Receive 2-3 weeks of paid hands-on training from leaders who care for and coach you to succeed with an emphasis on safety

+ Your own established route upon completion of training

+ Pay based on performance - the more you sell, the more you earn

+ Incentives for upselling and acquiring new customers

+ Monthly bonuses based on your performance

+ Work outdoors in a variety of weather conditions

+ Enjoy most weekends off and work a consistent schedule averaging 50 hours a week (average 10-hour day)

What we offer

+ Vacation and holiday pay

+ Eligible for benefits after 30 days

+ Health, dental and vision plans

+ 401K plan with a company contribution

+ Employee product discount (20%)

What we require

+ Must be at least 21 years of age

+ Must be able to pass a Federal Department of Transportation **drug test** and **physical**

+ Valid driver’s license

+ No CDL needed

+ High School Diploma or GED

What will make you successful

+ 1-3 years of sales and/or customer service experience preferred

+ Competitive spirit

+ Positive attitude, friendly, and high energy

+ Values of honesty, responsibility, reliability, and helpfulness

+ Comfortable with technology or have a willingness to learn

Member of the military? Thank you for your service! As a strong supporter of our men and women in uniform, we consider recent military experience as a great background to a career with us!

Yelloh is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to disability, age, race, color, religion, gender, vet status, national origin, or other protected class.

Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers need to make decisions with confidence. Every day, our customers make critical decisions to help save lives, improve the way we do business, build better judicial and regulatory systems. We help them get it right.

**Who We Are: Wolters Kluwer: The world is a big place, find your place here. (https://youtu.be/OZ2kSzAaXK4?si=sDgZ7DZUbMnBddMq)**

**Legisway:** Legisway Essentials Demo (youtube.com) (https://www.youtube.com/watch?v=OrSOpZTxpFw)

**Additional Information:** Legisway | Software for legal departments, in-house lawyers | Wolters Kluwer (https://www.wolterskluwer.com/en-gb/solutions/legisway)

**What We Offer: **

This Senior Field Sales Manager role offers growth potential opportunities, as this is a newer product line and we're growing. As well as professional development, an entrepreneurial feel, an engaging team environment, the ability to work a remote schedule, and amazing benefits.

**What You'll be Doing:**

As our newest Legisway Senior Field Sales Manager, your primary responsibility will be the sales of Legisway legal information management software subscriptions and consulting services. You'll oversee the on-going account management and upselling of the Legisway customers in your assigned territory. You'll apply a consultative approach to manage opportunities within this complex and _competitive_ sales environment. You have the opportunity to effectively position the benefits and value of this tool, as well as demonstrate the functionality both via WebEx/MS Teams and in-person at trade shows and events. The ideal candidate is someone looking for an entrepreneurial feel, is highly motivated, competitive and not afraid of the hunt. Someone that prefers to navigate the entire sales process, from start to finish, run their own demos, build a strong and lasting relationship with clients, and be their continued subject matter expert.

Legisway allows our clients the ability to take control their legal information & accelerate business performance with an all-in-one legal management software from Wolters Kluwer. Unlike point solutions that only address a single need - like contract, entity or claim management - Legisway covers end-to-end legal department needs (corporate, claims, IP, Data Privacy, and so much more!). Legisway is used by legal departments of all sizes to boost efficiency, increase collaboration across the business, and enable business growth.

**Key Tasks: **

+ Understand the competitive marketplace and alternatives that our customers have as well as their status quo

+ Thoroughly understand customer (general counsel’s) workflow and how our solutions can benefit them

+ Thoroughly understand Legisway’s Legal Management platform and solutions and our value proposition

+ Close sales and achieve assigned quotas

+ Maintain and expand database of customers within assigned territory

+ Research accounts and identify key players and influence to generate interest

+ Effectively follow our defined sales process

+ Provide timely and accurate sales forecasting

+ Maintain and update information in Salesforce.com including activities, demos, and pipeline management

+ Participate in trade shows as requested

+ Submit timely reports as requested by the Sales Manager and/or Executive Management

+ Contribute ideas and best practices to other members of the sales team

+ Provide fast and thorough follow-up on inquiries from customers and prospects by phone or e-mail

+ Consistent utilization of our Tech Stack (SFDC, Chorus, OutReach, ZoomInfo) to prospect, manage a sales pipeline and develop

+ Support team, Business Unit, and corporate goals and objectives

+ Perform various ad hoc duties as requested by Sales Manager

**You're a Great Fit if You Have/Can:**

+ Bachelor’s degree in business or related field from an accredited college/university ; OR if no degree, 5 years of B2B software sales experience

+ 3+ years of proven over-quota software sales experience

+ Proven ability to sell on value rather than just functionality

+ Strong phone presence

+ An accomplished track record of selling multi-level to business, technical and IT people

+ Experience with building and maintaining relationships at the “C” and “VP” levels

+ Knowledge of and experience in the corporate legal space preferred.

+ Excellent verbal and written communication skills

+ Excellent organization, planning and presentation skills

+ Strong time management skills – ability to prioritize and manage time effectively

+ Proficiency with corporate productivity and web presentation tools and CRM (Microsoft Office Products, Outreach, ZoomInfo, Gong, and Salesforce.com)

+ Ability to travel 20%

+ Motivated self-starter

+ Strong sales ability and experience with a software sales cycle

+ Detail oriented with strong analytical, time management and problem-solving skills

+ Ability to collaborate and work well in a team environment

+ Enthusiasm and eagerness to learn

+ Consulting mentality—extracting insights from very complex and/or limited information to make a recommendation to stakeholders

+ Demonstrated ability to take initiative, be proactive, and think independently, and anticipate needs related to future work

+ Demonstrated learning agility - capacity to learn and apply skills and knowledge to unique and varied situations

+ Highly responsive and resourceful. Positive ‘can do’ attitude and approach to problem solving

+ Innovative mindset; willingness to try creative and different ways of meeting sales goals

+ Ability to clearly communicate concepts, research findings, issues analysis, project and evaluation results, and data interpretations

+ Speak French

+ Worked with clients in Canada

**About the Team:**

We are an incredibly supportive team that truly enjoys what we do and who we do it with. We play a key role within WK and assist in driving the daily success. If you have a passion for making a true difference within an organization, while working alongside a genuinely caring and supportive team, we highly encourage you to apply. #Bethedifference

**Additional Information:**

Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including **Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave** . Full details of our benefits are available at https://www.mywolterskluwerbenefits.com/index.html

**Diversity Matters:** Wolters Kluwer strives for an inclusive company culture in which we attract, develop, and retain diverse talent to achieve our strategy. As a global company, having a diverse workforce is of the utmost importance. We've been recognized by employees as a European Diversity Leader in the Financial Times, as one of Forbes America’s Best Employers for Diversity in 2022, 2021 and 2020 and as one of Forbes America’s Best Employers for Women in 2021, 2020, 2019 and 2018. In 2020, we placed third in the Female Board Index, and were recognized by the European Women on Boards Gender Diversity Index. Wolters Kluwer and all of our subsidiaries, divisions and customer/departments is an Equal Opportunity / Affirmative Action employer.

**The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They’re not intended to be an exhaustive list of all duties and responsibilities and requirements.**

**Compensation:**

Target salary range CA, CT, CO, Hi, NY, WA: $74,550-$103,200

This role is eligible for Commission.

**Additional Information** :

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

The **Senior Account and Relationship Executive** – (Senior Account Executive) for Wolters Kluwer (WK) Health Language is accountable for retention of strategic healthcare clients, identifying and closing new revenue opportunities, and developing expansion opportunities within the Healthcare/Healthcare Vendor space.

The Senior Account Executive (SAE) will focus on developing long-term relationships within the portfolio of assigned customers, connecting with key business executives and stakeholders within each customer. Additionally, the position will require the ability to analyze operations, organizational challenges, and identify growth and investment opportunities. This role will require the ability to define strategic account planning and deployment across the entire range of our company’s products and services, ensuring that we are meeting customer’s needs and expectations. The SAE manages larger highly complex accounts that have multiple Health Language products.

**Location** - US Remote

**ESSENTIAL DUTIES AND RESPONSIBILITIES**

+ Drive new business selling to Healthcare and HIT vendors individually and with sales support teams to attain quarterly and annual bookings goals.

+ Utilize disciplined sales methodology to build sales pipeline, advance deals and close to meet quarterly targets.

+ Ability to close business and negotiate commercial contracts effectively.

+ Comfortable working in uncertain and often complex domains (i.e. speaking with clinical informaticists, bio informaticists, IT directors, physicians, PhD’s etc.) with a strong willingness to utilize team selling to execute the sale

+ Effectively manage and guide the entire sales cycle from thorough discovery, to selling key value proposition, problem solving, negotiating, and closing the deal.

+ Track record of implementing strategic selling techniques to effectively navigate complex organizations and reach key decision makers.

+ Accurately and realistically forecast bookings each month, quarter and annually.

+ Manage and ensure sales related information in Salesforce.com is updated with discipline and consistency.

+ Willingness to collaborate with other sellers on best practices and selling successes and failures.

**Education**

+ Bachelor’s degree required or equivalent experience

**JOB QUALIFICATIONS**

+ 7+ years’ experience as salesperson with complex SaaS software or IT solutions to payers, providers, or healthcare IT vendor

+ Consistent track record of meeting quarterly and annual sales targets

+ Demonstrable experience successfully selling to VP and C-level healthcare leaders

**Including** :

+ Minimum of 7 years’ experience managing large healthcare accounts; 10+ years preferred

+ Healthcare industry experience required (vendor or customer)

+ Successful track record of selling to or managing C-suite executives in a complex business-to-business environment

+ Experience using customer relationship management software (e.g., SalesForce)

+ Ability to create executive-level content and polished presentations

+ Demonstrable results managing large opportunities

+ Excellent oral and written communication skills that demonstrate professionalism and ability to maintain confidentiality (documents, emails, and conversations)

+ Technical proficiency in Salesforce.com, Microsoft Word, Excel, Outlook, and PowerPoint; advanced/expert level preferred

+ Experience in the following areas is a plus:

+ Clinical Decision Support

+ Healthcare Analytics

+ Healthcare Consulting

+ Software as a Service (SaaS)

+ Healthcare Technology

**Experience** :

+ Experience supporting the implementation or optimization of clinical software in a healthcare system highly desired

+ Developing and executing strategic account plans

+ Analyzing metrics to deliver insightful guidance

+ Calculating and analyzing ROI

+ Providing consultative services to clients

+ Forecasting and strategic planning

+ Experience upselling, nurturing business relationships, retaining and expanding our clients foot print.

+ An understanding of contract management

+ Deep understanding of the Healthcare Industry with applicability to payer, provider and vendor organizations.

+ Sufficient technology application or technology product understanding in order to learn and understand software products at a detailed level.

+ Understanding of enterprise software deployment a plus Strong communication skills, relationship building and conflict management skills.

+ Good listening skills.

+ Ability to multi-task and prioritize.

**Other Knowledge, Skills, Abilities or Certifications** :

+ Extensive knowledge of vendor, payer and provider departments and use of clinical software

+ High-level analytical capabilities. Handles complexity and deep understanding of selling value and negotiation skills with extreme drive and energy. Collaborative, creative with deep sales experience.

+ Strong people management skills and the ability to engage organizations to accomplish enterprise goals. A “roll up your sleeves” sales director. Highly effective worker and an unselfish team-player with an internal locus of control.

**TRAVEL REQUIREMENTS**

+ Up to 25% travel may be required

**Compensation:**

Target salary range CA, CT, CO, HI, NY, WA: $117,500-$164,700

This role is eligible for Commission.

**Additional Information** :

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

**Purpose:**

The Account Representative, Senior is responsible for all fiscal functions necessary to ensure the prompt and correct payment to the hospital of all monies owed by both insurers and patients. Account Representatives, Senior are responsible to: ensure claims are submitted accurately and timely; communicate with insurance companies, patients and physicians regarding payment issues; establish reasonable payment arrangements; recommend adjustments according to UPMC policies; review the posting and balancing of payment/denial and adjustment transactions necessary for closing accounts; identify and assign appropriate status codes; and review high dollar accounts on a regular basis. The Account Representative, Senior is expected to identify recurring problems and procedural deficiencies that need to be reported to management and to serve as a key mentor to staff for training and procedural direction.

This position is a work from home opportunity after training and individual performance evaluation.

**Responsibilities:**

+ Perform duties and job responsibilities in a fashion which coincides with the service management philosophy of UPMC Health System, including the demonstration of The Basics of Service Excellence towards patients, visitors, staff, peers, physicians and other departments within the organization.

+ Ability to work multiple payers

+ Verify accuracy of payment posting and reimbursement. Work with appropriate payer and/or department to resolve any payment discrepancies.

+ Identify root cause issues and demonstrate the ability to recommend corrective action steps to eliminate future occurrences of denials. Assist in claim appeal process and/or perform follow-up in accordance with Revenue Cycle policies and procedures.

+ Managed assigned book of business by ensuring the timeliness and accuracy of billing, collections, contractual postings, payments and adjustments of accounts based upon their functional area standards.

+ Evaluate and recommend referrals to agency, law firm, Financial Assistance and Bad Debt.

+ Understand third party billing and collection guidelines

+ Demonstrate knowledge of the current functionality of the patient accounting systems.

+ Identify issues and submit corrective action recommendations.

+ Ability to work independently with minimal supervision

+ Meet quality assurance benchmark standards and maintain productivity levels as defined by management.

+ Must have 1 year of claims/billing/collections experience; OR 4 years in a business office setting; OR a Bachelors Degree; OR an equivalent combination of education and experience.

+ Excellent interpersonal, organizational, communication and effective problem-solving skills are necessary.

+ Must be able to communicate with patients, payers, outside agencies, and general public through telephone, electronic and written correspondence.

+ Prior working experience on personal computers, electronic calculators and office equipment is needed.

+ Must be multi-disciplined in billing, collections, denials, credit balances and/or the various payers.

+ Prior collections or medical billing experience with basic understanding of ICD9, CPT4, HCPCS, and medical terminology is preferred.

+ Familiarity with third party payer guidelines and reimbursement practices and available financial resources for payment of balances due is beneficial.

+ This position requires organization and time management skills.

+ The incumbent must develop and manage relationships with colleagues in a professional, independent manner.

+ The position requires the ability to maintain confidentiality with regard to all assignments. **Licensure, Certifications, and Clearances:**

+ Act 34 **UPMC is an Equal Opportunity Employer/Disability/Veteran**

**Purpose:**

The Account Representative, Senior is responsible for all fiscal functions necessary to ensure the prompt and correct payment to the hospital of all monies owed by both insurers and patients. Account Representatives, Senior are responsible to ensure claims are submitted accurately and timely; communicate with insurance companies, patients and physicians regarding payment issues; establish reasonable payment arrangements; recommend adjustments according to UPMC policies; review the posting and balancing of payment/denial and adjustment transactions necessary for closing accounts; identify and assign appropriate status codes; and review high dollar accounts on a regular basis. The Account Representative, Senior is expected to identify recurring problems and procedural deficiencies that need to be reported to management and to serve as a key mentor to staff for training and procedural direction.

This position is a work from home opportunity after training and individual performance evaluation.

**Responsibilities:**

+ Perform duties and job responsibilities in a fashion which coincides with the service management philosophy of UPMC Health System, including the demonstration of The Basics of Service Excellence towards patients, visitors, staff, peers, physicians and other departments within the organization.

+ Ability to work multiple payers

+ Verify accuracy of payment posting and reimbursement. Work with appropriate payer and/or department to resolve any payment discrepancies.

+ Identify root cause issues and demonstrate the ability to recommend corrective action steps to eliminate future occurrences of denials. Assist in claim appeal process and/or perform follow-up in accordance with Revenue Cycle policies and procedures.

+ Managed assigned book of business by ensuring the timeliness and accuracy of billing, collections, contractual postings, payments and adjustments of accounts based upon their functional area standards.

+ Evaluate and recommend referrals to agency, law firm, Financial Assistance and Bad Debt.

+ Understand third party billing and collection guidelines

+ Demonstrate knowledge of the current functionality of the patient accounting systems.

+ Identify issues and submit corrective action recommendations.

+ Ability to work independently with minimal supervision

+ Meet quality assurance benchmark standards and maintain productivity levels as defined by management.

+ Must have 1 year of claims/billing/collections experience; OR 4 years in a business office setting; OR a Bachelor's Degree; OR an equivalent combination of education and experience.

+ Excellent interpersonal, organizational, communication and effective problem-solving skills are necessary.

+ Must be able to communicate with patients, payers, outside agencies, and general public through telephone, electronic and written correspondence.

+ Prior working experience on personal computers, electronic calculators and office equipment is needed.

+ Must be multi-disciplined in billing, collections, denials, credit balances and/or the various payers.

+ Prior collections or medical billing experience with basic understanding of ICD9, CPT4, HCPCS, and medical terminology is preferred.

+ Familiarity with third party payer guidelines and reimbursement practices and available financial resources for payment of balances due is beneficial.

+ This position requires organization and time management skills.

+ The incumbent must develop and manage relationships with colleagues in a professional, independent manner.

+ The position requires the ability to maintain confidentiality with regard to all assignments. **Licensure, Certifications, and Clearances:**

+ Act 34 **UPMC is an Equal Opportunity Employer/Disability/Veteran**

**Purpose:**

Manage all fiscal functions necessary to ensure the prompt and correct payment to the hospital of all monies owed to the provider by insurers and patients. Ensure claims are submitted accurately and timely, communicate with insurance companies, patients and physicians regarding payment issues, establish reasonable payment arrangements and recommend adjustments according to UPMC policies. Review the posting and balancing of payment/denial and adjustment transactions necessary for closing accounts. Identify and assign appropriate status codes.

This position is a Hybrid position. Work from home opportunity.

**Responsibilities:**

+ Understand Third Party Billing and Collection Guidelines.

+ Identify root cause issues and demonstrate the ability to recommend corrective action steps to eliminate future occurrences of denials. Assist in claim appeal process and/or perform follow-up in accordance with Revenue Cycle policies and procedures.

+ Perform duties and job responsibilities in a fashion, which coincides with the service management philosophy of UPMC Health System, including the demonstration of The Basics of Service Excellence towards patients, visitors, staff, peers, physicians, and other departments within the organization.

+ Evaluate and recommend referrals to agency, law firm, Financial Assistance and Bad Debt.

+ Verify accuracy of payment posting and reimbursement. Work with appropriate payer and/or department to resolve any payment discrepancies.

+ Demonstrate knowledge of the current functionality of the patient accounting systems.

+ Manage assigned book of business by ensuring the timeliness and accuracy of billing, collections, contractual postings, payments and adjustments of accounts based upon their functional area standards.

+ Meet quality assurance, benchmark standards and maintain productivity levels as defined by management.

+ Identify issues and submit corrective action recommendations.

+ High school graduate or equivalent.

+ Excellent interpersonal, organizational, communication and effective problem solving skills are necessary.

+ Ability to communicate with patients, payors, outside agencies, and general public through telephone, electronic and written correspondence.

+ Working experience on personal computers, electronic calculators and various office equipment is needed.

+ Collections or medical billing experience with basic understanding of ICD9, CPT4, HCPCS, and medical terminology is preferred.

+ Familiarity with third party payor guidelines and reimbursement practices and available financial resources for payment of balances due is beneficial. **Licensure, Certifications, and Clearances:**

+ Act 34

**UPMC is an Equal Opportunity Employer/Disability/Veteran**

**Job Summary:**

The Account Representative, Senior is responsible for all fiscal functions necessary to ensure the prompt and correct payment to the hospital of all monies owed by both insurers and patients. Account Representatives, Senior are responsible to: ensure claims are submitted accurately and timely; communicate with insurance companies, patients and physicians regarding payment issues; establish reasonable payment arrangements; recommend adjustments according to UPMC policies; review the posting and balancing of payment/denial and adjustment transactions necessary for closing accounts; identify and assign appropriate status codes; and review high dollar accounts on a regular basis. The Account Representative, Senior is expected to identify recurring problems and procedural deficiencies that need to be reported to management and to serve as a key mentor to staff for training and procedural direction.

This position is a work from home opportunity after training and individual performance evaluation.

**Responsibilities:**

+ Perform duties and job responsibilities in a fashion which coincides with the service management philosophy of UPMC Health System, including the demonstration of The Basics of Service Excellence towards patients, visitors, staff, peers, physicians and other departments within the organization.

+ Ability to work multiple payers

+ Verify accuracy of payment posting and reimbursement. Work with appropriate payer and/or department to resolve any payment discrepancies.

+ Identify root cause issues and demonstrate the ability to recommend corrective action steps to eliminate future occurrences of denials. Assist in claim appeal process and/or perform follow-up in accordance with Revenue Cycle policies and procedures.

+ Managed assigned book of business by ensuring the timeliness and accuracy of billing, collections, contractual postings, payments and adjustments of accounts based upon their functional area standards.

+ Evaluate and recommend referrals to agency, law firm, Financial Assistance and Bad Debt.

+ Understand third party billing and collection guidelines

+ Demonstrate knowledge of the current functionality of the patient accounting systems.

+ Identify issues and submit corrective action recommendations.

+ Ability to work independently with minimal supervision

+ Meet quality assurance benchmark standards and maintain productivity levels as defined by management.

+ Must have 1 year of claims/billing/collections experience; OR 4 years in a business office setting; OR a Bachelors Degree; OR an equivalent combination of education and experience.

+ Excellent interpersonal, organizational, communication and effective problem-solving skills are necessary.

+ Must be able to communicate with patients, payers, outside agencies, and general public through telephone, electronic and written correspondence.

+ Prior working experience on personal computers, electronic calculators and office equipment is needed.

+ Must be multi-disciplined in billing, collections, denials, credit balances and/or the various payers.

+ Prior collections or medical billing experience with basic understanding of ICD9, CPT4, HCPCS, and medical terminology is preferred.

+ Familiarity with third party payer guidelines and reimbursement practices and available financial resources for payment of balances due is beneficial.

+ This position requires organization and time management skills.

+ The incumbent must develop and manage relationships with colleagues in a professional, independent manner.

+ The position requires the ability to maintain confidentiality with regard to all assignments. **Licensure, Certifications, and Clearances:**

+ Act 34 **UPMC is an Equal Opportunity Employer/Disability/Veteran**

This role is responsible for selling investment securities to assigned correspondent bank or non bank institutional clients. Sell investment securities to assigned correspondent bank or non bank institutional clients within approved policy and regulatory guidelines Partner with sales team to expand existing customer relationships Work closely with partners (sales, product, marketing) to reconcile and execute on the customer and market intelligence obtained through analytics and substantive feedback back into product strategy Support business development effort through calling by phone and in person, direct mail, presentations and referrals Other duties as assigned Bachelor's Degree in relevant field or four additional years of relevant work experience NASD Series 7 & 63, or MSRB 52

**Compensation Range:**

Minimum: $83,200.00 - Maximum: $214,560.00

_The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

**Are you ready to be part of something more?**

You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _talentacquisition@umb.com_ _to let us know the nature of your request._

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**_Who we are_**

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**Regular or Temporary:**

Regular

**Language Fluency:** English (Required)

**Work Shift:**

1st shift (United States of America)

**Please review the following job description:**

Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Cross-trained to support teller transactions as needed.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.

2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.

3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.

4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines

5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.

6. Advises on consumer lending options and takes loan applications.

7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.

8. Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. High school diploma or equivalent education

2. 2 years of client sales and service experience

3. Experience with sourcing and prospecting for new clients and client relationship building

4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects

5. Demonstrated proficiency in basic computer applications, such as Microsoft Office

6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements

7. Ability to multi-task under time constraints

8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes

9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:

1. Associate’s degree or higher

2. Demonstrated ability to handle multiple priorities under time constraints

3. Excellent verbal and written communication skills

4. Ability to respond in a professional manner with a high level of service quality

5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients

6. Demonstrated ability in meeting or exceeding sales goals

7. General understanding of bank operations, policies and procedures

**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site (https://benefits.truist.com/)

. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

**_Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace._**

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