Securities, Commodities, and Financial Services Sales Agents

Join Our Compassionate Team at Summit Business Group Position: Direct Sales Representative Number of Openings: 1 Territory Sales Position Available About Us: At Summit Business Group, were more than just an insurance agency. Were a growing family dedicated to offering superior supplemental benefits plans to small and medium-sized businesses and their employees. We prioritize building genuine connections and providing empathetic support to everyone we serve. If you thrive in roles where your efforts help improve the lives of others, were looking for someone like you to fill our Direct Sales Representative role. The Role: As a Direct Sales Representative, you will enjoy the autonomy to manage your own schedule, working hours that coincide with the business hours of the clients you serve. Your main task will be forging lasting relationships with business owners and key stakeholders, understanding their needs, and presenting tailored insurance solutions that make a real difference in their lives. Out in the field, youll engage directly with potential clients through cold calls and in-person visits using our state-of-the-art Salesforce CRM. Your goal will be not only to close sales but to become a trusted advisor to your clients, ensuring they feel valued and understood. Youll maintain these relationships through effective communication, handling inquiries with care, and providing ongoing support, especially during the claims process. What Were Looking For: Proven experience in sales or customer-facing roles, with a preference for those experienced in outside sales. Ability to conduct full training cycles, including both in-person and online sessions. Excellent organizational, communication, and presentation skills. A deep desire to assist and empower clients, showing genuine concern for their well-being. Health Life general lines license, or the willingness to obtain it within 90 days (with support from Summit). Position Overview: This is an outside sales position working in your own assigned sales territory. We will train you to call on small and medium-sized businesses that operate in a variety of industries, meeting face-to-face with business owners and decision-makers to offer some of the industrys best supplemental insurance products and services to them and their employees. You will work with business owners, benefits managers, and their employees individually at times; other times, you will give product presentations with employee groups as large as 50-100+ people. You will be expected to: Respond to general emails and phone calls from clients Set follow-up appointments with prospective and current clients to review their needs Be present on scheduled calls or meetings with your sales team or manager Call on new businesses, referrals, and existing clients who need to be reserviced Build and maintain your own book of business Meet with sales team manager as needed to discuss and set your upcoming monthly and quarterly target sales goals and quotas Develop relationships with local business owners in your territory Set your own scheduled working hours and submit them to your sales manager each week Follow up on provided sales leads and cold-call on businesses in person, balancing cold lead generation and sales with your warm leads and appointments with existing clients Submit your sales metrics and activity daily We Offer: Virtual classroom training as well as hands-on sales training in your own territory Weekly pay with bonuses and commission eligibility upon start Major medical benefits available after first 90 days Quarterly and annual incentive trips, cash bonuses, stock share bonuses, and lifetime-vested renewal commissions Advancement and promotions based on personal performance Excellent ongoing professional development, advanced sales training, and leadership training Increased schedule flexibility once you have an established book of business Work around other like-minded, driven, caring people in a culture that feels like a family Additional Position Qualifications: Already licensed in Health Life general lines (or willing and able to obtain Health Life producer license - licensing reimbursement offered) Bachelors degree or a minimum of 4 years of professional (post-high school) work experience. Candidates within 6 months or less of degree completion will be considered, as will candidates with less than 4 years of professional work experience who have relevant or specialized outside sales experience. Your New Journey:If you are looking to make a meaningful impact in your career, consider joining Summit Business Group. Here, your compassionate spirit and dedication to service can lead to a fulfilling career. Were excited to redefine what it means to be in insurance sales with a team that values integrity, compassion, and the well-being of its members. Ready to elevate your career at a company that appreciates your nurturing nature? Apply now and lets make a difference together. Learn more and apply at:www.yoursummitinsurance.com Find out more about a career with us by visiting our website at www.altitudecrew.com. We look forward to speaking with you soon!

Everything we do at Sunrun is driven by a determination to transform the way we power our lives. We know that starts at the individual employee level. We strive to foster an environment you can thrive in through our commitment to diversity, inclusion and belonging.

**Overview**

**The Regional Sales Manager, New Homes Division will be responsible for the growth and development of the company’s New Homes sales channel as we expand our footprint nationally. This position will include finding, cultivating and managing business to business (B2B) relationships with home builder partners in strategic areas.**

**Responsibilities**

+ Identify and present the company’s New Homes solar program to key home builders within targeted regions across the country

+ Manage an existing client base of key home builders

+ Build relationships and be the key point of contact with clientele including responsibility for the communication and B2B relationships

+ Strategize and communicate with other departments within the company and sales channel to problem solve and meet the clients expectations

+ Create and deliver presentations about the company’s New Homes program to the clienteles executive teams and to their respective sales teams

+ Maintains a thorough understanding of current market conditions, rebate and tax incentives, and electric utility rate schedules

+ Support the Sales Director in establishing, maintaining and communicating up-to-date customer requirements and competitive analysis for their region

**Qualifications**

+ High school diploma or equivalent

+ Minimum of 3 years of management-level direct sales experience in a growth technology, construction, or solar industry

+ Strong working knowledge of residential solar market and sales best practices

+ Proven leadership abilities, including advanced communication, relationship building, training and development, and performance management skills

+ Demonstrated ability to develop and successfully execute tactical sales plans

+ Must have high ethics, integrity, and humility and have a desire to build a world-class sales and support organization

**Physical Demands**

+ Work from home when not attending in person clientele meetings

+ Ability to drive to travel to and from customer locations

+ ●Up to 50% travel required

**Recruiter:**

Laura Morgan ([email protected])

_Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to acts, such as The Equal Pay Transparency Act. It assumes that the successful candidate will be located in markets within the United States that warrant the compensation listed._ _Candidates in locations outside this local area may have a different starting salary range for this opportunity which may be higher or lower._ _Please speak with your recruiter to learn more._

_Starting salary/wage for this opportunity:_

$92,183.18 to $122,910.90

_Other rewards may include annual bonus eligibility, which is based on company and individual performance, short and long term incentives, and program-specific awards. Sunrun provides a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays and paid time off (PTO). A candidate’s salary history will not be used in compensation decisions._

This description sets forth the general nature and level of the qualifications and duties required of employees in this job classification, as well as some of the essential functions of this role. It is not designed to be a comprehensive inventory of all essential duties and qualifications. If you have a disability or special need that may require reasonable accommodation in order to participate in the hiring process or to perform this role if you are offered employment, please let us know by contacting us at [email protected] .

**Senior Channel Market Sales Representative**

**Responsibilities**

**Territory Sales:**

+ Manage, renew, and find new business for a specific geographic region

+ Outbound calling and prospecting.

+ Provide customer solutions and presentations – on the phone and occasionally in person.

+ Close new sales and renewals over the phone.

+ Overcome objections and resolve concerns.

+ Attend local events and tradeshows to support territory growth

+ Forecast monthly, quarterly and end of year.

+ Work with the Onboarding and Support teams to improve customer satisfaction

+ Complete assigned certifications to understand the platform and the customer experience.

**Position will travel 20% to 30%**

**Required Knowledge and Experience:**

+ Experience selling to IT Training Centers, Higher Education Institutions & other assigned markets

+ Must have a proven track record of making their number

+ Must have impressive presentation skills

+ Must be detail driven and organized

+ Capable of managing multiple clients

**Education and Experience:**

+ Bachelor’s degree in a business-related field preferred.

+ Minimum of 7-10 years sales experience preferred

+ Sales or sales support experience in the education or learning products market a plus

**Knowledge, Skills, and Abilities:**

+ Performance driven and results oriented

+ Work well under heavy sales pressure

+ Enjoys working with others

+ Self-motivated—able to work independently to achieve Certiport and individual sales goals

+ Excellent oral, written, time management and presentation skills

+ Any Pearson IT Specialist Certification

**What to expect from Pearson**

Did you know Pearson is one of the 10 most innovative education companies of 2022?

At Pearson, we add life to a lifetime of learning so everyone can realize the life they imagine. We do this by creating vibrant and enriching learning experiences designed for real-life impact. We are on a journey to be 100 percent digital to meet the changing needs of the global population by developing a new strategy with ambitious targets. To deliver on our strategic vision, we have five business divisions that are the foundation for the long-term growth of the company: Assessment & Qualifications, Virtual Learning, English Language Learning, Workforce Skills and Higher Education. Alongside these, we have our corporate divisions: Digital & Technology, Finance, Global Corporate Marketing & Communications, Human Resources, Legal, Strategy and Direct to Consumer. Learn more at We are Pearson.

We value the power of an inclusive culture and also a strong sense of belonging. We promote a culture where differences are embraced, opportunities are accessible, consideration and respect are the norm and all individuals are supported in reaching their full potential. Through our talent, we believe that diversity, equity and inclusion make us a more innovative and vibrant place to work. People are at the center, and we are committed to building a workplace where talent can learn, grow and thrive.

Pearson is an Affirmative Action and Equal Opportunity Employer and a member of E-Verify. We want a team that represents a variety of backgrounds, perspectives and skills. The more inclusive we are, the better our work will be. All employment decisions are based on qualifications, merit and business need. All qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, protected veteran status, disability status or any other group protected by law. We strive for a workforce that reflects the diversity of our communities.

To learn more about Pearson’s commitment to a diverse and inclusive workforce, navigate to: Diversity, Equity & Inclusion at Pearson.

If you are an individual with a disability and are unable or limited in your ability to use or access our career site as a result of your disability, you may request reasonable accommodations by emailing [email protected].

Note that the information you provide will stay confidential and will be stored securely. It will not be seen by those involved in making decisions as part of the recruitment process.

**Job:** SALES

**Organization:** Assessment & Qualifications

**Schedule:** FULL\_TIME

**Workplace Type:** Remote

**Req ID:** 15327

\#location

**Senior Direct Sales Representative**

**Primary Responsibilities**

+ Educate customers about our training solutions.

+ Grow and maintain new business; provide exemplary service to existing clients.

+ Articulate the Pearson VUE values and services.

+ Build strong client relationships to ensure repeat business.

+ Identify, forecast and attain sales objectives using tools such as Salesforce.

+ Perform prospecting activities (i.e. cold calling, emails, social media tools, other technology tools)

+ Respond to client business needs.

+ Stay current with company offerings and industry trends.

+ Prepare and present quotes and proposals.

+ Utilize internal and external resources to expedite workflow (Salesforce to track progress and report goals, Microsoft Office 365, etc.)

**Accountabilities**

+ Meeting or surpassing set sales quotas and goals.

+ Establishing new relationships with customers not currently using Pearson VUE training or materials.

+ Have existing customer relationships that will purchase Pearson VUE products.

**Key Capabilities**

+ Appreciation for computer skills – specifically IT, networking or Office applications

+ Ability to manage multiple accounts while seeking new opportunities.

+ Ability to understand client needs and negotiate costs and services.

+ Ability to close customer contracts and generate new sales.

+ Self-motivated, energetic.

+ Highly organized with strong attention to detail.

+ Ability to work well in a fast-paced environment.

+ Excellent interpersonal and communication skills.

+ Minimum 2 years of experience in a B2B sales environment.

+ Experience in the technical space, or experience in the IT training space preferred.

**Qualifications**

+ A bachelor’s degree or equivalent combination of education and successful work experience.

+ Demonstrated proficiency with Office tools, mobile technologies, and business systems (Salesforce).

+ Ability to collaborate effectively with cross-functional teams, building relationships and effectively communicating within the sales organization.

+ Any Pearson IT Specialist Certification

At Pearson, we offer a flexible work environment that values work-life balance. We believe that the freedom to work from anywhere, anytime is crucial to our culture and employee satisfaction. In return, we expect employees to have the necessary means to work remotely, adhering to our work-at-home policies regarding home office setup, including but not limited to privacy of records, technology standards, equipment standards, and expectations. Join us in shaping the future of education!

**What to expect from Pearson**

Did you know Pearson is one of the 10 most innovative education companies of 2022?

At Pearson, we add life to a lifetime of learning so everyone can realize the life they imagine. We do this by creating vibrant and enriching learning experiences designed for real-life impact. We are on a journey to be 100 percent digital to meet the changing needs of the global population by developing a new strategy with ambitious targets. To deliver on our strategic vision, we have five business divisions that are the foundation for the long-term growth of the company: Assessment & Qualifications, Virtual Learning, English Language Learning, Workforce Skills and Higher Education. Alongside these, we have our corporate divisions: Digital & Technology, Finance, Global Corporate Marketing & Communications, Human Resources, Legal, Strategy and Direct to Consumer. Learn more at We are Pearson.

We value the power of an inclusive culture and also a strong sense of belonging. We promote a culture where differences are embraced, opportunities are accessible, consideration and respect are the norm and all individuals are supported in reaching their full potential. Through our talent, we believe that diversity, equity and inclusion make us a more innovative and vibrant place to work. People are at the center, and we are committed to building a workplace where talent can learn, grow and thrive.

Pearson is an Affirmative Action and Equal Opportunity Employer and a member of E-Verify. We want a team that represents a variety of backgrounds, perspectives and skills. The more inclusive we are, the better our work will be. All employment decisions are based on qualifications, merit and business need. All qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, protected veteran status, disability status or any other group protected by law. We strive for a workforce that reflects the diversity of our communities.

To learn more about Pearson’s commitment to a diverse and inclusive workforce, navigate to: Diversity, Equity & Inclusion at Pearson.

If you are an individual with a disability and are unable or limited in your ability to use or access our career site as a result of your disability, you may request reasonable accommodations by emailing [email protected].

Note that the information you provide will stay confidential and will be stored securely. It will not be seen by those involved in making decisions as part of the recruitment process.

**Job:** SALES

**Organization:** Assessment & Qualifications

**Schedule:** FULL\_TIME

**Workplace Type:** Remote

**Req ID:** 15321

\#location

**Job Description**

Join our Mission to Lead the Future of Snacking. Are you ready to make it happen at Mondelēz International?

Senior Sales Representative

Become one of our Nabisco Sales Coverage Representative by fulfilling the merchandising needs of our grocery-related customers through stocking the shelves and building and maintaining displays and partnering up with nationally recognized customers such as _Walmart, Kroget, Target and more_ . Become an ambassador of world-famous brands like **Oreo, Ritz, belVita, Chips Ahoy, Triscuit** among other delicious industry-leading snacks. In this position you will maximize sales, conduct effective planning & order-writing, as well as supporting and completing activities such as merchandising & shelf-pricing by acting as a sales expert to retail stores on a variety of territories covering the absence of a Sales Representative who may be on vacation or a leave of absence.

Main responsibilities:

+ Carry out instore visits according to Mondelez’ visit method.

+ Order product (via iPad Tablet) for shelf and display to ensure in stock conditions.

+ Ensure Nabisco leading brands (Oreo, Ritz, Belvita, Chips Ahoy, Triscuit among others) are well represented, stocked and maintained through the implementation of Mondelēz’ guidelines.

+ Ensure Sales Representative’s negotiations with store managers are being followed and communicate any issues with Mondelēz management team.

+ Follow the daily route planning prepared by the operations team to ensure the most efficient instore service.

+ Represent Mondelēz International in front of in store employees and work closely with sales representative to optimize visibility of Mondelez products on shelves and the construction of promotional displays.

+ Enhance seasonal sales, seasonal displays, and new product launches.

What you can expect from us:

This position offers a comprehensive medical, dental and vision benefit package, in addition to paid vacation, holidays, 401(k) match and Employee Assistance Program benefits. Along with a competitive compensation package and mileage reimbursement, the Senior Sales Service Representative is also eligible to participate in an incentive program.

Who is a good fit?

+ Be at least 18 years of age, have a valid driver's license and proof of auto insurance

+ Ability to drive your personal vehicle to a variety of store locations (mileage will be reimbursed).

+ High School Diploma or GED preferred

+ Ability to perform in a fast-paced work environment and to meet the defined physical activities like repetitive lifting, bending, and carrying up to 25 lbs. This includes physically moving our products from the stock rooms and stocking the store’s shelves.

+ Live within 25-35 miles range from the primary location **Phoenix,AZ**

+ Secondary locations: **Glendale,AZ, Tempe,AZ and Scottsdale,AZ**

+ Full schedule availability required. **Open Availability**

No Relocation support available

**Business Unit Summary**

**The United States is the largest market in the Mondelēz International family with a significant employee and manufacturing footprint. Here, we** **produce our well-loved household favorites to provide our consumers with the right snack, at the right moment, made the right way. We have corporate offices, sales, manufacturing and distribution locations throughout the U.S. to ensure our iconic brands—including** **_Oreo_** **and** **_Chips Ahoy!_** **cookies,** **_Ritz_** **,** **_Wheat Thins_** **and** **_Triscuit_** **crackers, and** **_Swedish Fish_** **and** **_Sour Patch_** **_Kids_** **confectionery products —are close at hand for our consumers across the country.**

Mondelēz Global LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected Veteran status, sexual orientation, gender identity, gender expression, genetic information, or any other characteristic protected by law. Applicants who require accommodation to participate in the job application process may contact 847-943-5460 for assistance.

**Job Type**

Regular

Field Sales

Sales

Mondelez Global LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected Veteran status, sexual orientation, gender identity, gender expression, genetic information, or any other characteristic protected by law. Applicants who require accommodation to participate in the job application process may contact 847-943-5460 for assistance.

The Associate AM will provide professional, courteous service to our customers, producers, and company personnel. With a positive attitude, the Account Representative will provide a high level of support in obtaining, maintaining, expanding, and servicing our employee benefits accounts. The Associate AM will work with producers to maintain synergy among HUB corporate goals, carrier requirements, and the needs of our customers.

**JOB DUTIES**

+ Respond promptly and professionally to the service needs of our insureds.

+ Provide clerical and technical support to Producers to benefit clients and to reach agency's strategic business goals.

+ Assist producer in adding coverages to existing accounts.

+ Produce quote requests, spreadsheets and other related items while verifying their accuracy.

+ Maintain controls on renewals to ensure timely preparation and processing.

+ Prepare summaries of insurance and proposals as needed for account review.

+ Remarket renewals, contact clients, create renewal proposals, and handle other renewal activities in coordination with the producer.

+ Refers current and prospective clients to other departments for solicitation of those lines of business.

+ Adhere to all Agency systems, procedures, and state regulations.

+ Communicate effectively orally and in writing.

+ Broad knowledge of insurance products and usages and ability to work independently.

+ Ability to utilize computer programs and understand functionality.

+ Oversee functions performed by Assistant CSSs.

+ Maintain required client filing.

**QUALIFICATIONS**

+ High School diploma, four years in insurance company or agency with at least three of those years in employee benefits.

+ Experience working with computers in Windows environment.

+ Strong MS Office skills, e.g., MS Word and MS Excel.

+ Good written and oral communication skills.

+ Above average mathematical skills.

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

EEOAA Policy

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

The future is what we make it.

When you join Honeywell, you become a member of our global team of thinkers, innovators, dreamers, and doers who make the things that make the future. That means changing the way we fly, fueling jets in an eco-friendly way, keeping buildings smart and safe and even making it possible to breathe on Mars.

Working at Honeywell isn’t just about developing cool things. That’s why all our employees enjoy access to dynamic career opportunities across different fields and industries.

Are you ready to help us make the future?

The successful candidate will have experience and a proven track record in selling software solutions to the Life Sciences industry, working across key customer stakeholders. You will be driven to achieve exceptional business growth working at an enterprise level with strategic accounts. You must be both technically savvy and have a high level of business acumen to create and communicate innovative solutions that deliver quantifiable results to clients.

RESPONSIBILITIES:

Grow Software License and Services Orders for Industrial Software at assigned accounts

Achieve or exceed annual order targets in enterprise accounts

Manage the entire sales process to help ensure delivery against key performance metrics, with a strong emphasis on new business sales, while expanding existing footprint

Actively understand assigned account’s technology footprint, strategic growth plans, technology strategy and competitive landscape

Drive consistent results by effectively leveraging a sales team including sales engineers, client engagement managers, delivery team, product team, and strategy team

Lead the development & execution of designated account plans and stakeholder mapping while addressing stakeholder priorities & pain points

Optimize sales cycles, using value-based solution selling methodologies with focus on business case definition, ROI, and business outcomes

Ability to travel up to 50%

MUST HAVE:

A minimum of 2 years of experience in software sales and/or business development with at least 2 years of experience selling enterprise software solutions to IT/Operations decision makers

A minimum of 1 year of life sciences industry experience

WE VALUE:

Proven ability to engage C-level contacts for the purpose of solution selling, establishing peer relationships, articulating strategic vision, and closing deals with client’s business and IT and Operations leaders

Understanding the client’s buying and decision-making process; demonstrated ability to work effectively at all levels and influence key decision makers of the client organization

Knowledge of integrated operations, functional architectures, financial models, and impact of technology, and able to translate business needs into functional requirements

Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.

**Career Area:**

Sales

**Job Description:**

**Your Work Shapes the World at Caterpillar Inc.**

When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.

Caterpillar’s Building Construction Products (BCP) division is hiring three new roles in various locations across the North America for small and compact equipment. Join our sales organization as an **Attachments & Aftermarket Sales Representative** . This territory-based role travels frequently, managing dealer relationships to market BCP Machine Attachments and Customer Value Agreements at point-of-sale.

**Role Summary:** Support dealers in the development and implementation of programs to grow attachments, parts and service, and CVA sales for BCP equipment to retail and small core customers (those owning less than 20 machines) across their territory. This is an excellent opportunity for a professional who wants to grow their career and sales skills in the construction/heavy machine industry.

**What You Will Do:**

+ Assist BCP Attachments sales strategy planning, marketing, sales techniques, and coverage analysis; support the introduction of new BCP Attachments

+ Design and assist dealers on BCP Attachments forecast, orders, and inventory planning

+ Support identification of opportunities for Caterpillar’s BCP Attachment growth (including unmet market needs and new product ideas) and displacement of competitive offers; analyze territories for market segment growth opportunities (i.e., landscaping, land management, snow, etc.)

+ Perform regular sales performance reviews with dealers and ensure implementation of corrective actions where needed

+ Support dealers in the development of offers and implementation of longer and richer Customer Value Agreements at point-of-sale. Facilitate the integration of multiple CVA offers at point-of-sale (on original machine sales quote)

+ Present products or services to stakeholders; answer customer questions and address their needs

+ Assist dealers in the development and implementation of customer onboarding process with the CI Retail winning recipe for streamlined customer on-boarding

+ Coordinate dealer on-site sales training to assist with knowledge of the full attachments product portfolio

**What You Have:**

+ Prior sales or engineering experience in the construction, heavy machinery, or related industries and have interfaced frequently with dealers or large OEM networks

+ Proven relationship management skills to establish and maintain healthy working relationships with clients, vendors, and peers

+ Ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative manner

**Top Candidates Will Also Have:**

+ Knowledge of Caterpillar Building Construction Products (BCP) equipment or other industry-related knowledge

+ Demonstrated ability to work independently on complex assignments

+ Customer focus skills to align customer needs and satisfaction as primary considerations in all business decisions and ability to leverage information in creating customized customer solutions

+ Value selling skills to provide overall product/service 'value' and to differentiate support offerings that address clearly understood customer needs

+ Prior field-based or dealer-facing experience

**Location & Travel**

+ This role must be located in one of four hubs: Phoenix, AZ; Los Angeles, CA; Boise, ID or Seattle, WA. Relocation assistance is available

+ This role travels 50% covering a territory that includes the states: WA, OR, ID, MT, CA, NV, AZ, AK, HI

**Other Details**

+ We are hiring a second role in the U.S. covering the states of ND, SD, NE, KS, MO, IL, WI, IA, CO, NM, UT, WY (R0000252755). This role must be located in Minneapolis, MN; Denver, CO; or Peoria, IL.

+ Relocation assistance is available to Minneapolis or Denver only.

+ A separate application is required for that role. **Please submit an application to each role you are interested in and can reside/relocate to the primary work locations listed for each.**

At Caterpillar, we believe each person is unique and valued, and are committed to ensuring that our workplace is diverse and representative of the many customers we serve around the globe. Different perspectives help us achieve our best work and come together to form a high-performing Caterpillar team that makes positive changes in the communities where we live and work.

**Summary Pay Range:**

$95,640.00 - $143,520.00

Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance and experience. Please note that salary is only one component of total compensation at Caterpillar.

**Benefits:**

Annual incentive bonus plan*

Medical, dental, and vision coverage

Paid time off plan (Vacation, Holiday, Volunteer, Etc.)

401k savings plan

Health savings account (HSA)

Flexible spending accounts (FSAs)

Disability benefits

Life Insurance

Parental leave

Healthy Lifestyle Programs

Employee Assistance Programs

Voluntary Benefits and Employee Discounts

Tuition Reimbursement

Career Development

_*Subject to annual eligibility and incentive plan guidelines_ .

Relocation is available for this position.

Visa Sponsorship is not available for this position. This employer is not currently hiring foreign national applicants that require or will require sponsorship tied to a specific employer, such as, H, L, TN, F, J, E, O. As a global company, Caterpillar offers many job opportunities outside of the U.S which can be found through our employment website at www.caterpillar.com/careers.

**Posting Dates:**

April 17, 2024 - April 29, 2024

Any offer of employment is conditioned upon the successful completion of a drug screen.

EEO/AA Employer. All qualified individuals - Including minorities, females, veterans and individuals with disabilities - are encouraged to apply.

Not ready to apply? Join our Talent Community (http://flows.beamery.com/caterpillarinc/talcom) .

**Primary City/State:**

PHOENIX, Arizona

**Department Name:**

PBD-Pulmonary-Arcadia

**Work Shift:**

Day

**Job Category:**

Revenue Cycle

The future is full of possibilities. At Banner Health, we’re excited about what the future holds for health care. That’s why we’re changing the industry to make the experience the best it can be. If you’re ready to change lives, we want to hear from you.

Banner Health Center plus - Arcadia is one of our newest facilities, taking a new approach to ambulatory care. It will house multiple services in one convenient location, including: Banner Urgent Care, Banner Imaging, Sports Medicine/Orthopedics, Banner Physical Therapy, Sonora Quest Laboratories and Banner Surgery Center. There will also be several Banner University Medical Group specialty clinics such as endocrinology, pulmonology, pediatric/adolescent behavioral health for medical bariatric services, women’s health, primary care, cardiology, gastroenterology, rheumatology, infusion services, several surgical specialties and neurosciences - as well as the new Center for Normal Pressure Hydrocephalus.

This is a full time day shift position working Monday through Friday 8AM-5PM. Arcadia offers career growth, as it is a large facility that is continuously expanding in patient, provider, and staff volume The ability to develop a greater skill set as Arcadia is a destination for multispecialty services and offers streamlined care to a specific demographic of patients Opportunity to work with a great team that works collaboratively and has leadership who prioritizes positive culture.

**Banner Health has been recognized by Becker’s Healthcare as one of the 150 top places to work in health care. In addition, we recently made Newsweek’s list of America’s Greatest Workplaces 2023 for Diversity.**

**These recognitions reflect Banner Health's investment in team members' professional development, wellness benefits, and continued education. It highlights our commitment to advocating for diversity in the workplace, promoting work-life balance, and boosting employee engagement** .

University Medical Center Phoenix PBCs Banner - University Medical Center Phoenix is a nationally recognized academic medical center. The world-class hospital is focused on coordinated clinical care, expanded research activities and nurturing future generations of highly trained medical professionals. Our commitment to nursing excellence has enabled us to achieve Magnet™ recognition by the American Nurses Credentialing Center. The Phoenix campus, long known for excellent patient care, has over 730 licensed beds, a number of unique specialty units and is the new home for medical discoveries, thanks to our collaboration with the University of Arizona College of Medicine - Phoenix. Additionally, the campus responsibilities include fully integrated multi-specialty and sub-specialty clinics, and with a new $400 million campus investment, a new patient tower and 2 new clinic buildings will be built.

POSITION SUMMARY

This position coordinates a smooth patient flow process by answering phones, scheduling patient appointments, providing registration of patient and insurance information, obtaining required signatures following established processes, procedures and standards. This position also verifies insurance coverage, validates referrals and authorizations, collects patient liability and provides financial guidance to patients to maximize medical services reimbursement efforts. This also includes accurately posting patients at the point of service and releasing information in accordance with organizational and compliance policies and guidelines.

CORE FUNCTIONS

1. Performs registration/check-in processes, including but not limited to performing data entry activities, providing patients with appropriate information and intake forms, obtaining necessary signatures and generating population health summary.

2. Verifies insurance eligibility benefits for services rendered with the payors and documents appropriately. Assists in obtaining or validating pre-certification, referrals, and authorizations

3. Calculates and collects patient liability according to verification of insurance benefits and expected reimbursement. Explains and provides financial policies and available resources for alternative payment arrangements to patients and their families.

4. Enters payments/charges for services rendered and performs daily payment/charge reconciliation in a timely and accurate manner. Balances cash drawer at the beginning and end of the day and prepares daily bank deposit with necessary paperwork sent to centralized billing for record purposes.

5. Schedules office visits and procedures within the medical practice(s) and external practices as necessary. Maximizes reimbursement by scheduling patients in accordance with payor plan provisions. Confirms patient appointments for the following day as necessary and ensures patients are properly prepared for visits.

6. Demonstrates proactive interpersonal communications skills while dealing with patient concerns through telephone calls, emails and in-person conversations. Optimizes patient flow by using effective customer service/communication skills by communicating to internal and external customers, care team, management, centralized services and HIMS.

7. Assists in responding to requests for patient medical records according to company policies and procedures, and state and federal laws.

8. Provides a variety of patient services to assist in patient flow including but not limited to escorting patients, taking vitals and patient history, assisting in patient treatment, distributing mail and fax information, ordering supplies, etc.

9. Works independently under regular supervision and follows structured work routines. Works in a fast paced, multi-task environment with high volume and immediacy needs requiring independent decision making and sound judgment to prioritize work and ensure appropriateness and timeliness of each patient’s care. This position requires the ability to retain large amounts of changing payor information/knowledge crucial to attaining reimbursement for the services provided. Primary external customers include patients and their families, physician office staff and third party payors.

MINIMUM QUALIFICATIONS

High school diploma/GED or equivalent working knowledge.

Requires knowledge of patient financial services, financial, collecting services or insurance industry experience processes normally acquired over one or more years of work experience. Requires the ability to manage multiple tasks simultaneously with minimal supervision and to work independently.

Requires strong interpersonal, oral, and written communication skills to effectively interact with a wide range of audiences. Strong knowledge in the use of common office software, word processing, spreadsheet, and database software are required.

Employees working at BUMG, BUMCT, or BUMCS in a Behavioral Health clinical setting that serves children must possess an Arizona Fingerprint Clearance Card at the time of hire and maintain the card for the duration of their employment.

Employees working at BUMG- Arcadia must possess an Arizona Fingerprint Clearance Card at the time of hire and maintain the card for the duration of their employment.

Employees working at Banner Scottsdale Sports Medicine, second floor must possess an Arizona Fingerprint Clearance Card at the time of hire and maintain the card for the duration of their employment.

PREFERRED QUALIFICATIONS

Work experience with the Company’s systems and processes is preferred. Previous cash collections experience is preferred.

Additional related education and/or experience preferred

EOE/Female/Minority/Disability/Veterans (https://www.bannerhealth.com/careers/eeo)

Our organization supports a drug-free work environment.

Privacy Policy (https://www.bannerhealth.com/about/legal-notices/privacy)

EOE/Female/Minority/Disability/Veterans

Banner Health supports a drug-free work environment.

Banner Health complies with applicable federal and state laws and does not discriminate based on race, color, national origin, religion, sex, sexual orientation, gender identity or expression, age, or disability

**Primary City/State:**

PHOENIX, Arizona

**Department Name:**

PBD-Pulmonary-Arcadia

**Work Shift:**

Day

**Job Category:**

Revenue Cycle

The future is full of possibilities. At Banner Health, we’re excited about what the future holds for health care. That’s why we’re changing the industry to make the experience the best it can be. If you’re ready to change lives, we want to hear from you.

Banner Health Center plus - Arcadia is one of our newest facilities, taking a new approach to ambulatory care. It will house multiple services in one convenient location, including: Banner Urgent Care, Banner Imaging, Sports Medicine/Orthopedics, Banner Physical Therapy, Sonora Quest Laboratories and Banner Surgery Center. There will also be several Banner University Medical Group specialty clinics such as endocrinology, pulmonology, pediatric/adolescent behavioral health for medical bariatric services, women’s health, primary care, cardiology, gastroenterology, rheumatology, infusion services, several surgical specialties and neurosciences - as well as the new Center for Normal Pressure Hydrocephalus.

This is a full time day shift position working Monday through Friday 8AM-5PM. Arcadia offers career growth, as it is a large facility that is continuously expanding in patient, provider, and staff volume The ability to develop a greater skill set as Arcadia is a destination for multispecialty services and offers streamlined care to a specific demographic of patients Opportunity to work with a great team that works collaboratively and has leadership who prioritizes positive culture

**Banner Health has been recognized by Becker’s Healthcare as one of the 150 top places to work in health care. In addition, we recently made Newsweek’s list of America’s Greatest Workplaces 2023 for Diversity.**

**These recognitions reflect Banner Health's investment in team members' professional development, wellness benefits, and continued education. It highlights our commitment to advocating for diversity in the workplace, promoting work-life balance, and boosting employee engagement** .

University Medical Center Phoenix PBCs Banner - University Medical Center Phoenix is a nationally recognized academic medical center. The world-class hospital is focused on coordinated clinical care, expanded research activities and nurturing future generations of highly trained medical professionals. Our commitment to nursing excellence has enabled us to achieve Magnet™ recognition by the American Nurses Credentialing Center. The Phoenix campus, long known for excellent patient care, has over 730 licensed beds, a number of unique specialty units and is the new home for medical discoveries, thanks to our collaboration with the University of Arizona College of Medicine - Phoenix. Additionally, the campus responsibilities include fully integrated multi-specialty and sub-specialty clinics, and with a new $400 million campus investment, a new patient tower and 2 new clinic buildings will be built.

POSITION SUMMARY

This position coordinates a smooth patient flow process by answering phones, scheduling patient appointments, providing registration of patient and insurance information, obtaining required signatures following established processes, procedures and standards. This position also verifies insurance coverage, validates referrals and authorizations, collects patient liability and provides financial guidance to patients to maximize medical services reimbursement efforts. This also includes accurately posting patients at the point of service and releasing information in accordance with organizational and compliance policies and guidelines.

CORE FUNCTIONS

1. Performs registration/check-in processes, including but not limited to performing data entry activities, providing patients with appropriate information and intake forms, obtaining necessary signatures and generating population health summary.

2. Verifies insurance eligibility benefits for services rendered with the payors and documents appropriately. Assists in obtaining or validating pre-certification, referrals, and authorizations

3. Calculates and collects patient liability according to verification of insurance benefits and expected reimbursement. Explains and provides financial policies and available resources for alternative payment arrangements to patients and their families.

4. Enters payments/charges for services rendered and performs daily payment/charge reconciliation in a timely and accurate manner. Balances cash drawer at the beginning and end of the day and prepares daily bank deposit with necessary paperwork sent to centralized billing for record purposes.

5. Schedules office visits and procedures within the medical practice(s) and external practices as necessary. Maximizes reimbursement by scheduling patients in accordance with payor plan provisions. Confirms patient appointments for the following day as necessary and ensures patients are properly prepared for visits.

6. Demonstrates proactive interpersonal communications skills while dealing with patient concerns through telephone calls, emails and in-person conversations. Optimizes patient flow by using effective customer service/communication skills by communicating to internal and external customers, care team, management, centralized services and HIMS.

7. Assists in responding to requests for patient medical records according to company policies and procedures, and state and federal laws.

8. Provides a variety of patient services to assist in patient flow including but not limited to escorting patients, taking vitals and patient history, assisting in patient treatment, distributing mail and fax information, ordering supplies, etc.

9. Works independently under regular supervision and follows structured work routines. Works in a fast paced, multi-task environment with high volume and immediacy needs requiring independent decision making and sound judgment to prioritize work and ensure appropriateness and timeliness of each patient’s care. This position requires the ability to retain large amounts of changing payor information/knowledge crucial to attaining reimbursement for the services provided. Primary external customers include patients and their families, physician office staff and third party payors.

MINIMUM QUALIFICATIONS

High school diploma/GED or equivalent working knowledge.

Requires knowledge of patient financial services, financial, collecting services or insurance industry experience processes normally acquired over one or more years of work experience. Requires the ability to manage multiple tasks simultaneously with minimal supervision and to work independently.

Requires strong interpersonal, oral, and written communication skills to effectively interact with a wide range of audiences. Strong knowledge in the use of common office software, word processing, spreadsheet, and database software are required.

Employees working at BUMG, BUMCT, or BUMCS in a Behavioral Health clinical setting that serves children must possess an Arizona Fingerprint Clearance Card at the time of hire and maintain the card for the duration of their employment.

Employees working at BUMG- Arcadia must possess an Arizona Fingerprint Clearance Card at the time of hire and maintain the card for the duration of their employment.

Employees working at Banner Scottsdale Sports Medicine, second floor must possess an Arizona Fingerprint Clearance Card at the time of hire and maintain the card for the duration of their employment.

PREFERRED QUALIFICATIONS

Work experience with the Company’s systems and processes is preferred. Previous cash collections experience is preferred.

Additional related education and/or experience preferred

EOE/Female/Minority/Disability/Veterans (https://www.bannerhealth.com/careers/eeo)

Our organization supports a drug-free work environment.

Privacy Policy (https://www.bannerhealth.com/about/legal-notices/privacy)

EOE/Female/Minority/Disability/Veterans

Banner Health supports a drug-free work environment.

Banner Health complies with applicable federal and state laws and does not discriminate based on race, color, national origin, religion, sex, sexual orientation, gender identity or expression, age, or disability