CAREERS

Customer Service Representative Job Description

EMPLOYMENT STATUS: Full-time

SALARY: $60,000 DOE + Bonus Structure

REMOTE OR LOCAL

COMPANY SUMMARY:

Would you like your job to be meaningful, provide impact, and be a part of changing lives?

If you are looking for employment that is meaningful, where you can positively impact others, and be a part of a team that finds a bit of humor in each day, while working towards the company vision with drive and positive energy, then we are right for you. We value trust, respect for each other, communication and sharing information, generating ideas and creative solutions, working in teams, and developing people that add value to the company as a whole. Behind our history of innovation and commitment to market leadership, is a company devoted to providing continued education, excellent benefits, and proper working conditions. We provide all the resources you need to support your professional development with an enjoyable work culture and environment.

ART Risk Financial and Insurance Solutions is an insurance agency providing financial and insurance services to clients in the Assisted Reproductive Technology (ART) community. We work with surrogacy/donor agencies and clinics (business to business clients) as well as directly with those clients on a family building journey. For over 20 years, our passion has been to help create families by providing every client with correct insurance knowledge and bringing unparalleled value to each client partner. We believe our team of ART Risk professionals are the core of doing just that.

We are looking to hire a visionary DIRECTOR OF OPERATIONS to oversee our company’s operational processes, and to ensure a superb customer experience. The DIRECTOR OF OPERATIONS will optimize our company's operating capabilities, employ strategies to maximize customer satisfaction, and manage marketing initiatives. The DIRECTOR OF OPERATIONS will assist in compiling the company's budget and employ strategies to safeguard assets and stock. You will compile financial reports, and control financial policies and procedures based on CFO reports. You will team up with management to implement business strategies.

• To ensure success you should have a clear understanding of our company’s core values and culture. Top candidates will be exemplary leaders, have superb business acumen, and have a sound understanding of business strategies.
• Working together with key participants to compile the budget
• Spearheading strategies to steer the company’s future in a positive direction
• Driving the company’s operating capabilities to surpass customer satisfaction and retention, and company goals
• Controlling company costs
• Introducing tactical initiatives to address losses
• Work directly with CFO and CEO
• Create marketing initiatives and implement better business practices
• Delegating responsibilities to ensure staff members grow as capable team members
• Employing various initiatives to coach employees to optimize their capabilities
• Completing performance reviews in a prudent manner
• Assessing and implementing improved processes and new technologies, while collaborating with management regarding the implementation of these improvements
• Bring balance and direction to the day-to-day tasks in the company
• Actively participate in the work lives of your team to understand what challenges they have and how you can solve them
• Ensuring quality, efficiency, and customer service in each area of the company
• Provide leadership and management that mirrors the mission and core values
• Responsible for achieving and surpassing business goals and objectives
• Responsible for the measurement and effectiveness of all processes internal and external
• Spearhead the development, communication and implementation of effective growth strategies and processes
• Collaborate with the management team to develop and implement plans for the operational infrastructure of systems, processes, and personnel
• Motivate and lead a high-performance team; attract, recruit and retain required members; provide mentoring
• Act as lead "client-care officer" through direct contact with every client and partner in conjunction with Director of Client Partnerships
• Foster a success-oriented, accountable environment within the company

DIRECTOR OF OPERATIONS Requirements:

• Bachelor's degree in business administration (preferred)
• 5 years of experience managing human resources, finances, operations, and strategies.
• Proven track record of outstanding performance in a previous position(s).
• Proven track record of managing budgets successfully.
• Demonstrated experience of ethical leadership.
• Outstanding verbal and written skills, and experience working with staff on all levels.
• Ability to make business projections three years into the future.

Benefits: (60 day waiting period)

• Health insurance
• Dental insurance
• 401(k)
• 401(k) matching
• Paid time off
• 6 paid holidays
• Vision insurance

Additional Benefits:

• Internal Training (no waiting period)
• Bonus based on overall performance, as a result of targets and team performance
• Office electronics to complete daily tasks are provided by ART Risk Financial & Insurance Solutions with no cost to employee

Schedule:

• Monday to Friday
• 5-6 work events that will require travel both domestic and international

COVID-19 Considerations:

• All state, county, and OSHA guidelines are followed
• Flexible work location – remote or in office (if local)

Apply

Customer Service Representative Job Description

EMPLOYMENT STATUS: Full-time

HOURLY PAY: $17-$20.

REMOTE OR LOCAL

COMPANY SUMMARY:

Would you like your job to be meaningful, provide impact, and be a part of changing lives?

If you are looking for employment that is meaningful, where you can positively impact others, and be a part of a team that finds a bit of humor in each day, while working towards the company vision with drive and positive energy, the ART Risk family is right for you. We value trust, respect for each other, communication and sharing information, generating ideas and creative solutions, working in teams and developing people that add value to the company as a whole. Behind our history of innovation and commitment to market leadership, is a company devoted to providing continued education, excellent benefits, and proper working conditions. We provide all the resources you need to support your professional development with an enjoyable work culture and environment.

ART Risk Solutions is an insurance agency providing financial and insurance services to clients in the Assisted Reproductive Technology (ART) community. We work with insurance carriers, other agencies and clinics (business to business clients) as well as directly with those clients on a family building journey. For over 20 years, our passion has been to help create families by providing every client with correct insurance knowledge and bringing unparalleled value to each client partner. We believe our team of ART Risk professionals are the core of doing just that.

Specific Duties and Responsibilities:

• Maintain database of clients and keep detailed and ongoing records of each client
• Tracking via CRM of clients: policies, payments, claims, change in information
• Receive, process, and follow-up on insurance policies – this may include payments, needed documents, grievances, applications
• Maintain open communication with clientele
• Work with over 150 different clients
• Work collaboratively with agents, claims, and billing to ensure transparency between departments and clients
• Phone calls to insurance companies, clients, and provider offices when necessary
• Perform other related duties as assigned for the purpose of ensuring the efficient and effective functioning of the work unit
• File paperwork and maintains organization of files
• Maintain a neat work area, professional appearance, and personal conduct at all times

Minimum Qualifications:

• Customer Service Work Experience: 4 years (required)
• Associates Degree accepted, Bachelor’s Degree preferred
• At least 5 years’ experience in an office environment
• Data entry: 2 year (preferred)
• High Proficiency in MS Office, Word, Excel, and Outlook; ability to operate standard office equipment
• Strong administrative writing skills and excellent verbal communication skills are essential
• The ability to work independently and carry out assignments to completion within the parameters of instructions given, prescribed routines, and in accordance with provided Standard Operating Procedures
• Capable of effectively managing time with assigned tasks and the ability to multitask and prioritize according to deadlines and information provided by Team Lead or other personnel
• Prioritize workload: maintain a flexible attitude to switch prioritization when necessary or directed by Team Lead
• A desire to work as an effective team member: communicating effectively with Team Lead when issues arise, and further guidance is needed

Performance Expectations: (List not all inclusive)

• Following the provided Standard Operating Procedures for daily responsibilities and assigned tasks.
• Responding to phone calls and emails within an acceptable time frame, not to exceed 24 hours.
• Maintaining current, consistent, detailed documentation on all client activity, phone conversations, and correspondence.
• Organizing and prioritizing workload: maintaining a flexible attitude to switch prioritization throughout the day or week when necessary or directed by Team Lead.
• Ability to be resourceful and proactive when issues arise; takes initiative to effectively problem solve and provide value to fellow team members and clients.
• Actively participating with a positive attitude on daily tasks, special projects, and other duties as assigned by Team Leads.
• Facilitating constructive feedback in a positive manner, learning from it, and self-correcting.
• A service-oriented attitude: we serve our clients with compassion, empathy, and a desire to provide them the information they need with excellent customer service - each interaction creates an experience.
• Using critical thinking, analysis and problem-solving skills to reconcile billing issues for clients.
• Accurately completing basic math to record, balance, and check results for accuracy.
• Working individually and as a team for the purpose of collaborating and completing projects.
• Completing all daily tasks with extended periods of time viewing a computer monitor and operating a keyboard.

Benefits: (60 day waiting period)

• Health insurance
• Dental insurance
• 401(k)
• 401(k) matching
• Paid time off
• 6 paid holidays
• Vision insurance

Additional Benefits:

• Internal Training (no waiting period)
• Bonus based on overall performance, as a result of targets and team performance
• Office electronics to complete daily tasks are provided by ART Risk Financial & Insurance Solutions with no cost to employee

Schedule:

• Monday to Friday
• 8-hour shift between the hours of 7am-5pm (9/80 Schedule Available)
• Seasonal overtime required

COVID-19 Considerations:

• All state, county, and OSHA guidelines are followed
• Flexible work location – remote or in office (if local)

Apply

Director of Finance Job Description

Job Type: Full-time

Salary: $75,000 - $90,000 DOE

REMOTE OR LOCAL

COMPANY SUMMARY:

Would you like your job to be meaningful, provide impact, and be a part of changing lives?

If you are looking for employment that is meaningful, where you can positively impact others, and be a part of a team that finds a bit of humor in each day, while working towards the company vision with drive and positive energy, the ART Risk family is right for you. We value trust, respect for each other, communication and sharing information, generating ideas and creative solutions, working in teams and developing people that add value to the company as a whole. Behind our history of innovation and commitment to market leadership, is a company devoted to providing continued education, excellent benefits, and proper working conditions. We provide all the resources you need to support your professional development with an enjoyable work culture and environment.

ART Risk Solutions is an insurance agency providing financial and insurance services to clients in the Assisted Reproductive Technology (ART) community. We work with insurance carriers, other agencies and clinics (business to business clients) as well as directly with those clients on a family building journey. For over 20 years, our passion has been to help create families by providing every client with correct insurance knowledge and bringing unparalleled value to each client partner. We believe our team of ART Risk professionals are the core of doing just that.

Specific Duties and Responsibilities:

• Take the lead and develop a continuous evaluation of both short-term and long-term financial strategies to ensure achievement of company objectives.
• Provide timely and detailed analysis of budgets, forecasts, and financial trends, and maintain the credibility of the Finance department.
• Take a leadership position in the development, implementation, and maintenance of a comprehensive job cost system.
• Guide and supervise all activities pertaining to Finance and Accounting of the organization.
• Evaluate and advise on the long-term impacts of financial planning, the launch of new products or strategies, and regulatory actions.
• Maintain strong relationships with the senior executives by identifying their needs and providing a wide range of business solutions.
• Brief the senior management on the short-term and long-term financial implications of the ongoing and upcoming business activities.
• Evaluate company performance and recommend improvements that can be employed to enhance performance and develop new business opportunities.
• Implement effective internal controls within the organization and ensure compliance with the control guidelines.
• Ensure adherence to applicable accounting standards (such as US GAAP or IFRS), federal, state, and local regulatory laws and rules for financial reporting.
• Prepare tax returns for all states where applicable. Work with CPA to file state and federal tax returns.

Minimum Qualifications:

• A master’s degree in business administration, accounting, or similar discipline/equivalent work history.
• Candidates with an MBA in Finance or professional certifications, such as Certified Public Accountant (CPA), Certified Management Accountant (CMA), etc. are preferable candidates.
• Must have more than 5 years of experience managing the financial department of a small to medium size company or handling a division of a large corporation.
• Should possess a high level of written and oral communication skills that will be useful in connecting with the executive and senior management team.

Minimum Performance Expectations:

• Leadership: The DIRECTOR OF FINANCE is a senior-level executive who invariably is required to lead a team of several members. Therefore, leadership is an essential skill for a DIRECTOR OF FINANCE who often needs to advise the team and bring the best out of them whenever required.
• Understanding: Deep understanding of the company’s operations is a must for a DIRECTOR OF FINANCE to ensure suitable financial decisions at each functional level.
• Planning: A DIRECTOR OF FINANCE needs to be exceptional in short-term and long-term planning. Ability to develop far-sighted strategies and ensure their execution is instrumental in the achievement of the company’s financial goals.
• Prepare and analyze monthly, quarterly, and annual reports. Analyze vs. plan and make suggestions to improve financial performance if needed.
• Effective communication: A DIRECTOR OF FINANCE is not only the face of the financial department within the company but is the face of the company to the external stakeholders. Therefore, it is important to maintain effective and consistent communication is an important skill for a DIRECTOR OF FINANCE to be able to deal with all the stakeholders.
• Technical knowledge: The DIRECTOR OF FINANCE should possess sound technical knowledge in finance so that correct financial decisions can be taken.
• Risk Management: The DIRECTOR OF FINANCE of an organization is also expected to manage the risks associated with the activities of the Finance department.
• Be able to evaluate the company’s risk and analyze insurance products to cover the risk.

Benefits: (60 day waiting period)

• Health insurance
• Dental insurance
• 401(k)
• 401(k) matching
• Paid time off
• 6 paid holidays
• Vision insurance

Additional Benefits:

• Internal Training (no waiting period)
• Bonus based on overall performance as a result of targets and team performance
• Office electronics to complete daily tasks are provided by ART Risk Financial & Insurance Solutions with no cost to employee

Schedule:

• Monday to Friday

COVID-19 Considerations:

• All state, county, and OSHA guidelines are followed
• Flexible work location – remote or in office (if local)

Apply

Insurance Agent Job Description

EMPLOYMENT STATUS: Full-time

HOURLY: $19-$23

REMOTE OR LOCAL

COMPANY SUMMARY:

Would you like your job to be meaningful, provide impact, and be a part of changing lives?

If you are looking for employment that is meaningful, where you can positively impact others, and be a part of a team that finds a bit of humor in each day, while working towards the company vision with drive and positive energy, the ART Risk family is right for you.  We value trust, respect for each other, communication and sharing information, generating ideas and creative solutions, working in teams and developing people that add value to the company as a whole.  Behind our history of innovation and commitment to market leadership, is a company devoted to providing continued education, excellent benefits, and proper working conditions. We provide all the resources you need to support your professional development with an enjoyable work culture and environment.

ART Risk Solutions is an insurance agency providing financial and insurance services to clients in the Assisted Reproductive Technology (ART) community.  We work with insurance carriers, other agencies and clinics (business to business clients) as well as directly with those clients on a family building journey.  Our driving force is to protect the financial risk of clients going through the infertility process rather than as a sales driven company.  For over 20 years, our passion has been to help create families by providing every client with correct insurance knowledge and bringing unparalleled value to each client partner.  We believe our team of ART Risk professionals are the core of doing just that.

Qualifications:  

Education:

• Associates Degree or Equivalent (Required); Bachelor's Degree (Preferred)

Experience:

• Agent experience, 2 years (required)
• At least 4 years’ experience in an office environment
• 4 years customer service experience

Licenses:

• Health and Life Licensing (required)
• P and C licensing (required)

Skills and Abilities:

• High Proficiency in MS Office, Word, Excel, PowerPoint, Outlook, Google Docs, and Customer Relationship Management software (CRM) and operating standard office equipment
• Strong willingness to handle complexity and learn a broad variety of skills and job functions
• Excellent interpersonal, teamwork, and communication skills, including the ability to effectively and efficiently communicate with ART Risk team members and clients
• Ability to work in a fast-paced environment with competing priorities and deadlines
• Strong administrative writing skills and excellent verbal communication skills are essential
• The ability to work independently and carry out assignments to completion within the parameters of instructions given, prescribed routines, and in accordance with provided Standard Operating Procedures
• Capable of effectively managing time with assigned tasks and while also multi-tasking and prioritizing according to deadlines and information provided by Team Lead or other personnel
• Maintain a flexible attitude to switch prioritization when necessary or directed by Team Lead

Specific Duties and Responsibilities:

To Ensure Successful Processes-

• Study and learn the products and services from ART Risk’s product portfolio.
• Determine clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage; ascertaining long-term goals.
• Develop a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
• Complete coverage by delivering policy; planning future follow-up visits and evaluations of needs.
• Provide continuing service by providing necessary forms; processing changes.
• Communication with policyholders to deliver and explain policy, analyze insurance program, and suggest additions or changes, or to change beneficiaries.
• Customize insurance programs to suit individual clients, often covering a variety of open risks.
• Contact underwriter, and submit forms to obtain binder coverage.
• Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
• Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
• Work with our claims management team to monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
• Perform administrative tasks, such as maintaining records and handling policy renewals/changes.

To Ensure and Build Client Relationships-

• Enhance insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to the team and company.
• Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
• Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
• Participate in developing marketing strategies to compete with other individuals or companies who sell insurance.
• Meet by phone appointment with agencies and attorneys routinely to build a trusted, client partnership.  Ask pertinent questions about how ART Risk can best be of service to them as well as their expectations of our role with their company/clients.
• Schedule phone appointments with individual clients and provide them with an overview of ART Risk offerings based on their specific needs.  Build trust with every interaction by listening to their needs while showing empathy and kindness.

Occasionally- (approximately 3 times per year)

• Schedule must allow travel to conferences, which includes overnight travel

PERFORMANCE EXPECTATIONS: (List not all inclusive)

• Following the provided Standard Operating Procedures for daily responsibilities and assigned tasks.
• Responding to phone calls and emails within an acceptable time frame, not to exceed 24 hours.
• Forming and nurturing authentic client relationships with a service-oriented attitude.  We serve our clients with compassion, empathy, and a desire to provide them the information they need with excellent customer service - each interaction creates an experience.
• Maintaining current, consistent, detailed documentation on all client activity, phone conversations, and correspondence.
• Prioritizing workload: maintaining a flexible attitude to switch prioritization when necessary or directed by Team Lead.
• Taking initiative to effectively problem solve and provide value to fellow team members and clients while being resourceful and proactive when issues arise.
• Actively participating as a team member with a positive attitude on daily tasks, special projects, and other duties as assigned by Team Leads.
• Facilitating constructive feedback in a positive manner, learning from the information provided to you, and self-correcting.
• Accurately completing basic math to record, balance, and check results for accuracy.
• Organizing and prioritizing own work; reprioritizing continuously throughout the day or week as needed with known deadlines.

Benefits:  (60 day waiting period)

• Health insurance
• Dental insurance
• 401(k)
• 401(k) matching
• Paid time off
• 6 paid holidays
• Vision insurance

 Additional Benefits:

• Internal Training (no waiting period)
• Bonus based on overall performance, as a result of targets and team performance
• Office electronics to complete daily tasks are provided by ART Risk Financial & Insurance Solutions with no cost to employee

Schedule:

• 8-hour shift between the hours of 7am-5pm (9/80 Schedule Available)
• Seasonal overtime required

COVID-19 Considerations:

• All state, county, and OSHA guidelines are followed
• Flexible work location – remote or in office (if local)

Apply

Receptionist / Administrative Assistant Job Description

EMPLOYMENT STATUS:Full-time or Part-time

HOURLY:$16-$19

REMOTE OR LOCAL

COMPANY SUMMARY:

Would you like your job to be meaningful, provide impact, and be a part of changing lives?

If you are looking for employment that is meaningful, where you can positively impact others, and be a part of a team that finds a bit of humor in each day, while working towards the company vision with drive and positive energy, the ART Risk family is right for you.  We value trust, respect for each other, communication and sharing information, generating ideas and creative solutions, working in teams, and developing people that add value to the company as a whole.  Behind our history of innovation and commitment to market leadership, is a company devoted to providing continued education, excellent benefits, and proper working conditions. We provide all the resources you need to support your professional development with an enjoyable work culture and environment.

ART Risk Solutions is an insurance agency providing financial and insurance services to clients in the Assisted Reproductive Technology (ART) community.  We work with insurance carriers, other agencies and clinics (business to business clients) as well as directly with those clients on a family building journey.  For over 20 years, our passion has been to help create families by providing every client with correct insurance knowledge and bringing unparalleled value to each client partner.  We believe our team of ART Risk professionals are the core of doing just that.

Specific Duties and Responsibilities:

Receptionist-

• Answers incoming telephone calls in a clear and professional manner.
• Directs callers to appropriate team members, directs them to a voicemail box, or takes message and ensures it is given to appropriate person.
• Provides clients with appropriate product information in a timely manner.
• Greets clients or visitors when they arrive at office and directs them to other personnel to fulfill their needs.
• Ensures that a friendly, kind and attentive approach is being practiced with an environment that projects a professional, polished, and service oriented image to all clients.
• Keeps lobby area clean, and presentable at all times.
• Assists with basic troubleshooting of office equipment when needed; communicates with vendors when repair appointments are necessary.
• Processes incoming/outgoing mail and faxes, including mail that has to be retrieved from carrier websites.

Administrative Assistant-

• Works with multiple departments for data collection, filing, processing of applications, and general support
• Provides basic and accurate information via phone/email
• Provides clients with appropriate product information in a timely manner
• Updates calendars and schedule meetings
• Communicates with insurance carriers
• Collects appropriate documents and ensures their completeness
• Communicates with all staff and clients in a timely manner

Minimum Qualifications:

• Associates degree preferred, or high school diploma with additional certification in Office Management
• Customer service or Administration work experience (or similar role): 2 years
• Data entry: 2 year (preferred)
• High Proficiency in (Windows, Microsoft Office, Google Docs)
• Hands-on experience with office equipment (fax machines, printers, phone systems)
• Excellent written and verbal communication skills
• Professional attitude and appearance
• Able to effectively manage time with assigned tasks and the ability to multitask and prioritize according to deadlines and information provided by Team Lead or other personnel

Minimum Performance Expectations:

• Following the provided Standard Operating Procedures for daily responsibilities and assigned tasks.
• Responding to phone calls and emails within an acceptable time frame, not to exceed 24 hours.
• Maintaining current, consistent, detailed documentation on all client activity, phone conversations, and correspondence.
• Prioritizing workload: sustaining a flexible attitude to switch prioritization when necessary or directed by Team Lead.
• Being resourceful and proactive when issues arise; taking initiative to effectively problem solve and provide value to fellow team members and clients while also streamlining office operations.
• Actively participating with a positive attitude on daily tasks, special projects and other duties as assigned by Team Leads.
• Facilitating constructive feedback in a positive manner, learning from it, and self-correcting.
• A service-oriented attitude: we serve our clients with compassion, empathy, and a desire to provide them the information they need with excellent customer service - each interaction creates an experience.
• Working individually and as a team for the purpose of collaborating and completing projects.
• Completing all daily tasks with extended periods of time viewing a computer monitor and operating a keyboard.

Benefits: (60 day waiting period)

• Health insurance
• Dental insurance
• 401(k)
• 401(k) matching
• Paid time off
• 6 paid holidays
• Vision insurance

Additional Benefits:

• Internal Training (no waiting period)
• Bonus based on overall performance, as a result of targets and team performance
• Office electronics to complete daily tasks are provided by ART Risk Financial & Insurance Solutions with no cost to employee

Schedule:

• Monday to Friday
• 8-hour shift between the hours of 7am-5pm (9/80 Schedule Available)
• Seasonal overtime required

COVID-19 Considerations:

• All state, county, and OSHA guidelines are followed
• Flexible work location – remote or in office (if local)

Apply