AE Perkins

AE Perkins

6 open positions available

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1 employment type
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full-time

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AE Perkins

Strategic Account Manager (Dallas, TX)

AE PerkinsAnywherefull-time
View Job
Compensation$Not specified

The Strategic Account Manager is responsible for providing exceptional service to valued clients, building relationships, and driving profitable outcomes. This role involves developing customized account strategies and collaborating with cross-functional teams to ensure client satisfaction and business growth. | Candidates should have at least 5 years of account management experience and a strong background in business development. A Bachelor's degree is preferred, along with excellent communication and organizational skills. | NOTE: The pay rate for this position is $68,000.00 annually, plus 10% annual bonus potential. POSITION SUMMARY: The Strategic Account Manager (SAM) is a key leader responsible for providing the highest level of service to our most valued clients. As trusted advisors and partners, SAMs leverage their expertise to build enduring client relationships and drive profitable outcomes. This role combines autonomy, accountability, and strategic insight to ensure an exceptional client experience, while fostering business growth and retention for AE Perkins. Key Responsibilities Strategic Account Management Expertise (advanced): Develop and execute customized account strategies, with laser-focus on long-term growth and retention for assigned client groups. Leadership and Cross-Functional Collaboration (advanced): Ability to negotiate outcomes that are beneficial to AE Perkins and clients. Problem-Solving and Critical Thinking (advanced): Identify opportunities for revenue generation, such as upselling services or introducing new product offerings. Demonstrate superior public speaking skills when presenting AE Perkins. Customer-Facing Skills (advanced): Proactively monitor and analyze client performance metrics to identify trends and risks, and take corrective action as needed. Additional Responsibilities Client Relationship Building: Customer-Facing Skills (advanced): Build and maintain strong relationships with key decision-makers, acting as the primary point of contact for all client needs. Presentation Skills (advanced): Conduct regular business reviews (e.g., Annual Business Reviews) to align on goals, performance, and opportunities. Problem-Solving and Critical Thinking (advanced): Partner with clients to provide solutions that address their challenges and align with their organizational objectives. Cross Department Collaboration (advanced): Act as a client advocate within AE Perkins, ensuring their needs and objectives are met with tailored solutions. Cross Department Collaboration (advanced): Partner with cross-functional teams (e.g., Sales, Operations) to ensure alignment on client goals and deliverables. Developing Relationships (advanced): Share insights and best practices with colleagues to foster a collaborative and high-performing team environment. Organizational Skills and Time Management: Goal Setting (advanced): Manage client accounts and projects simultaneously, ensuring all deadlines and service-level agreements are met. Attention to detail (advanced): Maintain detailed and organized records of client interactions, project updates, and account plans. Prioritization (advanced): Prioritize tasks effectively to balance strategic initiatives with day-to-day responsibilities. Requirements: Retention and growth-oriented with large case experience (advanced). Strong strategic thinking and leadership abilities (advanced). Excellent presentation, written, verbal, and organizational skills (advanced). Exceptional follow-up, follow-through, and time management (advanced). Willingness to set and meet high performance standards (advanced). Comfortable with travel and spending time in the field with sellers. Thrives in fast-paced, high-pressure environments with excellent multitasking skills (advanced). CREDENTIALS & EXPERIENCE: Bachelor’s Degree, preferred 5+ Years Account Management experience, required Industry experience and knowledge of business development and specific CDH & Cobra product administration Intermediate to advanced Microsoft Excel experience, preferred Experience in Benefits Administration, preferred BENEFITS Medical Insurance Vision Insurance Dental Insurance 401(k) Matching Flexible Spending Accounts Health Savings Accounts Disability & Life Insurance Employee Assistance Program LegalShield ID Shield Commuter Reimbursement Plan Tuition Reimbursement Bonus Pay - Our Client Experience team operates on a quarterly bonus structure with earning potential between 4% and 6% of base compensation quarterly, dependent upon individual and team performance factors. ADDITIONAL BENEFITS INCLUDE: Wellable membership Telescope Health (telehealth) through Accresa Intellect (mental health) application Employee engagement activities, including voluntary events, raffles, book club, and more!

Strategic Account Management
Leadership
Problem-Solving
Customer-Facing Skills
Presentation Skills
Cross Department Collaboration
Organizational Skills
Time Management
Retention and Growth
Strategic Thinking
Communication Skills
Follow-Up
Multitasking
Account Management
Business Development
Benefits Administration
Direct Apply
Posted 1 day ago
AE Perkins

Regional Sales Manager (Atlanta, GA or Nashville, TN)

AE PerkinsAnywherefull-time
View Job
Compensation$Not specified

The Regional Sales Manager is responsible for driving sales revenue and expanding the company's presence within an assigned territory. This includes developing strategic plans, managing customer relationships, and cultivating new broker partnerships. | Candidates should have 3-5 years of B2B sales experience, preferably in the employee benefits or insurance industry. A Bachelor's Degree in Business, Marketing, or a related field is preferred, along with a proven track record of achieving sales targets. | NOTE: You must reside in the state of GA or TN to be considered for this position. Position Summary: The Regional Sales Manager (RSM) is responsible for driving sales revenue and expanding Ameriflex's presence within an assigned territory. Reporting to the Senior Vice President of Sales, the RSM will develop and implement a strategic territory plan to achieve sales objectives, manage existing customer relationships, and cultivate new broker partnerships. This role requires a proactive approach to sales, strategic planning, and effective communication to position Ameriflex products and services successfully. The Regional Sales Manager plays a critical role in growing Ameriflex’s market share within a designated region. The position requires a motivated and experienced sales professional who can effectively drive sales strategies, maintain key relationships, and adapt to changing market conditions while consistently achieving revenue objectives. Principal Duties & Responsibilities: Territory Strategy & Sales Execution: Develop and execute a strategic territory plan, including setting annual sales targets and activity goals. (Advanced) Deliver customized presentations to brokers and prospective clients, highlighting Ameriflex products and services to meet customer needs. (Advanced) Plan and conduct client seminars, online presentations, and in-person meetings to expand the customer base. (Advanced) Maintain a thorough understanding of Ameriflex products, services, and overall sales strategies, effectively communicating these to brokers and clients. (Advanced) Proactively identify new business opportunities by developing relationships with brokers and prospective clients. (Advanced) Sales Forecasting & Reporting: Monitor and track sales performance to meet or exceed annual revenue goals and product targets. (Advanced) Participate in weekly sales meetings with the sales team and Senior Vice President of Sales to review progress and discuss regional sales strategies. (Intermediate) Accurately document sales activities and client interactions using Salesforce, ensuring detailed and up-to-date records. (Intermediate) Client & Broker Relationship Management: Manage existing broker relationships to ensure satisfaction and uncover opportunities for growth. (Advanced) Attend regional conferences, industry events, and marketing meetings to stay connected with industry trends and network with potential clients. (Intermediate) Act as a primary point of contact for brokers and clients, providing timely and professional support. (Advanced) Cross-Functional Collaboration & Communication: Work closely with the sales team and other departments to ensure alignment on territory strategies, sales activities, and client needs. (Intermediate) Provide feedback and insights to the sales leadership team to help shape sales strategies and improve sales processes. (Intermediate) Maintain proper business etiquette and professionalism in all communications, including email, phone calls, and in-person meetings. (Advanced) Knowledge, Skills, and Abilities Required: Sales Skills & Territory Management: Strong experience in territory management, with a demonstrated ability to develop and implement successful sales strategies. (Advanced) Proven track record of achieving sales targets and expanding client relationships. (Advanced) Ability to deliver compelling sales presentations and adapt messaging to the needs of different audiences. (Advanced) Communication & Interpersonal Skills: Exceptional verbal and written communication skills, with the ability to engage and build rapport with brokers and clients. (Advanced) Strong presentation skills, with experience delivering sales pitches to diverse groups. (Advanced) Ability to effectively collaborate with internal teams and sales leadership. (Intermediate) Organizational & Planning Skills: Excellent organizational skills, with a keen attention to detail and the ability to manage multiple priorities simultaneously. (Advanced) Strategic planning skills, with the ability to create and execute annual business plans and adjust strategies as needed. (Advanced) Technical Proficiency: Proficient in using CRM software (Salesforce preferred) for sales tracking and reporting. (Intermediate) Comfortable with technology and tools used for virtual presentations and communication (e.g., Zoom, Teams). (Intermediate) Familiarity with Google Suite and Google Workspace for documentation and reporting. (Intermediate) Travel Requirements: Ability to travel locally up to 50% of the time, with occasional overnight trips to attend national conferences and events. (Intermediate) Credentials & Experience: Education: Bachelor’s Degree in Business, Marketing, or a related field preferred but not required. Experience: 3-5 years of B2B sales experience, preferably in the employee benefits, insurance, or related industry. Demonstrated success in managing a sales territory and achieving sales goals. *Employee Benefits experience required NOTE: The base salary for this position is $75,000.00 annually plus commission and bonus potential. BENEFITS Medical Insurance Vision Insurance Dental Insurance 401(k) Matching Flexible Spending Accounts Health Savings Accounts Disability & Life Insurance Employee Assistance Program LegalShield ID Shield Commuter Reimbursement Plan Tuition Reimbursement Bonus Pay Commission is paid on actual revenue invoiced for services sold Commission rates on products and services range from 8-18% depending on number of products sold, new or existing client and pricing structure Commissions are paid with the last paycheck of each month for the revenue invoiced from the previous month ADDITIONAL BENEFITS INCLUDE: Wellable membership Telescope Health (telehealth) through Accresa Intellect (mental health) application Employee engagement activities, including voluntary events, raffles, book club, and more!

Sales Skills
Territory Management
Communication Skills
Interpersonal Skills
Organizational Skills
Planning Skills
Technical Proficiency
Sales Forecasting
Client Management
Broker Relationship Management
Strategic Planning
Presentation Skills
Collaboration
CRM Software Proficiency
Networking
Proactive Approach
Direct Apply
Posted 3 days ago
AE Perkins

Regional Sales Manager (MN or IA)

AE PerkinsAnywherefull-time
View Job
Compensation$Not specified

The Regional Sales Manager is responsible for driving sales revenue and expanding Ameriflex's presence within an assigned territory. This role involves developing strategic territory plans, managing customer relationships, and cultivating new broker partnerships. | Candidates should have 3-5 years of B2B sales experience, preferably in the employee benefits or insurance industry. A Bachelor's Degree in Business, Marketing, or a related field is preferred but not required. | NOTE: You must reside in the state of MN or IA to be considered for this position. Position Summary: The Regional Sales Manager (RSM) is responsible for driving sales revenue and expanding Ameriflex's presence within an assigned territory. Reporting to the Senior Vice President of Sales, the RSM will develop and implement a strategic territory plan to achieve sales objectives, manage existing customer relationships, and cultivate new broker partnerships. This role requires a proactive approach to sales, strategic planning, and effective communication to position Ameriflex products and services successfully. The Regional Sales Manager plays a critical role in growing Ameriflex’s market share within a designated region. The position requires a motivated and experienced sales professional who can effectively drive sales strategies, maintain key relationships, and adapt to changing market conditions while consistently achieving revenue objectives. Principal Duties & Responsibilities: Territory Strategy & Sales Execution: Develop and execute a strategic territory plan, including setting annual sales targets and activity goals. (Advanced) Deliver customized presentations to brokers and prospective clients, highlighting Ameriflex products and services to meet customer needs. (Advanced) Plan and conduct client seminars, online presentations, and in-person meetings to expand the customer base. (Advanced) Maintain a thorough understanding of Ameriflex products, services, and overall sales strategies, effectively communicating these to brokers and clients. (Advanced) Proactively identify new business opportunities by developing relationships with brokers and prospective clients. (Advanced) Sales Forecasting & Reporting: Monitor and track sales performance to meet or exceed annual revenue goals and product targets. (Advanced) Participate in weekly sales meetings with the sales team and Senior Vice President of Sales to review progress and discuss regional sales strategies. (Intermediate) Accurately document sales activities and client interactions using Salesforce, ensuring detailed and up-to-date records. (Intermediate) Client & Broker Relationship Management: Manage existing broker relationships to ensure satisfaction and uncover opportunities for growth. (Advanced) Attend regional conferences, industry events, and marketing meetings to stay connected with industry trends and network with potential clients. (Intermediate) Act as a primary point of contact for brokers and clients, providing timely and professional support. (Advanced) Cross-Functional Collaboration & Communication: Work closely with the sales team and other departments to ensure alignment on territory strategies, sales activities, and client needs. (Intermediate) Provide feedback and insights to the sales leadership team to help shape sales strategies and improve sales processes. (Intermediate) Maintain proper business etiquette and professionalism in all communications, including email, phone calls, and in-person meetings. (Advanced) Knowledge, Skills, and Abilities Required: Sales Skills & Territory Management: Strong experience in territory management, with a demonstrated ability to develop and implement successful sales strategies. (Advanced) Proven track record of achieving sales targets and expanding client relationships. (Advanced) Ability to deliver compelling sales presentations and adapt messaging to the needs of different audiences. (Advanced) Communication & Interpersonal Skills: Exceptional verbal and written communication skills, with the ability to engage and build rapport with brokers and clients. (Advanced) Strong presentation skills, with experience delivering sales pitches to diverse groups. (Advanced) Ability to effectively collaborate with internal teams and sales leadership. (Intermediate) Organizational & Planning Skills: Excellent organizational skills, with a keen attention to detail and the ability to manage multiple priorities simultaneously. (Advanced) Strategic planning skills, with the ability to create and execute annual business plans and adjust strategies as needed. (Advanced) Technical Proficiency: Proficient in using CRM software (Salesforce preferred) for sales tracking and reporting. (Intermediate) Comfortable with technology and tools used for virtual presentations and communication (e.g., Zoom, Teams). (Intermediate) Familiarity with Google Suite and Google Workspace for documentation and reporting. (Intermediate) Travel Requirements: Ability to travel locally up to 50% of the time, with occasional overnight trips to attend national conferences and events. (Intermediate) Credentials & Experience: Education: Bachelor’s Degree in Business, Marketing, or a related field preferred but not required. Experience: 3-5 years of B2B sales experience, preferably in the employee benefits, insurance, or related industry. Demonstrated success in managing a sales territory and achieving sales goals. *Employee Benefits experience required NOTE: The base salary for this position is $75,000.00 annually plus commission and bonus potential. BENEFITS Medical Insurance Vision Insurance Dental Insurance 401(k) Matching Flexible Spending Accounts Health Savings Accounts Disability & Life Insurance Employee Assistance Program LegalShield ID Shield Commuter Reimbursement Plan Tuition Reimbursement Bonus Pay Commission is paid on actual revenue invoiced for services sold Commission rates on products and services range from 8-18% depending on number of products sold, new or existing client and pricing structure Commissions are paid with the last paycheck of each month for the revenue invoiced from the previous month ADDITIONAL BENEFITS INCLUDE: Wellable membership Telescope Health (telehealth) through Accresa Intellect (mental health) application Employee engagement activities, including voluntary events, raffles, book club, and more!

Sales Skills
Territory Management
Communication Skills
Interpersonal Skills
Organizational Skills
Planning Skills
Technical Proficiency
Sales Forecasting
Client Management
Broker Relationship Management
Strategic Planning
Presentation Skills
Collaboration
Networking
Proactive Approach
Detail Orientation
Direct Apply
Posted 3 days ago
AE Perkins

Customer Success Lead (Dallas, TX)

AE PerkinsAnywherefull-time
View Job
Compensation$Not specified

The Customer Success Lead serves as the primary point of contact for high-priority and VIP clients, ensuring exceptional support and issue resolution. This role involves building relationships, educating clients, and collaborating with internal teams to enhance client satisfaction. | Candidates should have an associate's degree or four years of relevant experience, particularly in benefits management or healthcare. A minimum of two years in customer service or client support roles in a complex environment is required. | Position Summary: The Customer Success Lead acts as a dedicated advocate for both clients and members, delivering a high level of personalized service and acting as the primary channel for external product support, education, and issue resolution. This role requires a proactive approach in building and maintaining relationships with internal and external clients, utilizing technology, expertise, and internal resources to resolve complex issues, educate clients, and ensure an exceptional experience for high-priority and VIP accounts. Working hours for this position are Monday through Friday, 11:00 a.m. - 8:00 p.m. Central Principal Duties & Responsibilities: Client Advocacy & Issue Resolution: Serve as the primary point of contact for high-priority and VIP clients, ensuring exceptional support by addressing complex inquiries and issues promptly. (Advanced) Act as an intermediary to resolve member-related issues, especially where direct communication with clients is needed, by assessing client needs and facilitating effective solutions. (Advanced) Proactively recommend solutions, set realistic expectations, and deliver accurate information to clients regarding their benefits, account navigation, and utilization. (Intermediate) Educate participants on plan features, empowering them to maximize benefits and navigate the platform independently. (Intermediate) Relationship Building & Collaboration: Build and foster strong relationships across the company by collaborating with colleagues in a team-oriented environment, focusing on meeting company, client, and member needs. (Advanced) Act as an Ameriflex ambassador, upholding the organization’s core values and projecting a positive, professional image in all client and member interactions. (Advanced) Collaborate with internal teams to offer solutions, identify process improvement opportunities, and promote best practices for client satisfaction and retention. (Intermediate) Consultative & Analytical Support: Analyze and interpret data specific to VIP accounts, using insights to provide tailored support and identify trends in client needs. (Advanced) Use critical thinking skills to address client issues effectively, applying sound judgment in interpreting and adhering to relevant laws, regulations, and policies. (Advanced) Proactively assess complex client needs and provide consultative support, offering strategic insights to enhance the client experience. (Advanced) Compliance & Documentation: Ensure strict compliance with HIPAA and other regulatory guidelines, maintaining confidentiality in all client interactions and documentation processes. (Advanced) Maintain accurate records of client interactions, documenting resolutions and tracking follow-ups as required to meet company standards for quality and reporting. (Intermediate) Knowledge, Skills, and Abilities Required: Customer Success & Advocacy Skills: Proven experience in handling complex client inquiries, with an emphasis on consultative support and problem-solving. (Advanced) Ability to proactively recommend solutions and deliver client education tailored to individual needs. (Advanced) Communication & Relationship Management: Exceptional verbal, written, and presentation skills, with the ability to communicate clearly and persuasively across multiple channels (phone, email, chat). (Advanced) Demonstrated skill in building and maintaining strong relationships with clients and internal teams, with a focus on positive client experiences. (Advanced) Technical & Analytical Proficiency: Proficiency in data analysis, with the ability to draw insights and provide solutions based on client account data. (Intermediate) Knowledge of CRM tools and digital communication channels, with a high level of adaptability to new technology and tools. (Intermediate) Organizational & Time Management Skills: Strong multitasking abilities, with the capability to manage multiple priorities in a fast-paced, deadline-driven environment. (Advanced) Ability to manage flexible schedules, with the availability to work Monday-Friday between the hours of 7 a.m. to 8 p.m. CST Credentials & Experience: Associate’s degree or four or more years of professional experience in a related field, with prior experience in benefits management, claims, insurance, or healthcare required. Demonstrated success in customer service or client support roles, with at least 2 years of experience in a high-volume, complex environment. NOTE: Starting pay for this position is $20.00 per hour BENEFITS Medical Insurance Vision Insurance Dental Insurance 401(k) Matching Flexible Spending Accounts Health Savings Accounts Disability & Life Insurance Employee Assistance Program LegalShield ID Shield Commuter Reimbursement Plan Tuition Reimbursement Bonus Pay ADDITIONAL BENEFITS INCLUDE: Wellable membership Telescope Health (telehealth) through Accresa Intellect (mental health) application Employee engagement activities, including voluntary events, raffles, book club, and more!

Customer Success
Advocacy Skills
Communication
Relationship Management
Technical Proficiency
Analytical Skills
Problem-Solving
Data Analysis
Organizational Skills
Time Management
Consultative Support
Compliance
Documentation
Education
Collaboration
Client Interaction
Direct Apply
Posted 4 days ago
AE Perkins

Customer Success Lead

AE PerkinsAnywherefull-time
View Job
Compensation$Not specified

The Customer Success Lead serves as the primary point of contact for high-priority and VIP clients, ensuring exceptional support and issue resolution. This role involves building relationships, educating clients, and collaborating with internal teams to enhance client satisfaction. | Candidates should have an Associate’s degree or four years of relevant experience, particularly in benefits management or healthcare. A minimum of two years in customer service or client support roles in a complex environment is required. | Position Summary: The Customer Success Lead acts as a dedicated advocate for both clients and members, delivering a high level of personalized service and acting as the primary channel for external product support, education, and issue resolution. This role requires a proactive approach in building and maintaining relationships with internal and external clients, utilizing technology, expertise, and internal resources to resolve complex issues, educate clients, and ensure an exceptional experience for high-priority and VIP accounts. Working hours for this position are Monday through Friday, 11:00 a.m. - 8:00 p.m. Central Principal Duties & Responsibilities: Client Advocacy & Issue Resolution: Serve as the primary point of contact for high-priority and VIP clients, ensuring exceptional support by addressing complex inquiries and issues promptly. (Advanced) Act as an intermediary to resolve member-related issues, especially where direct communication with clients is needed, by assessing client needs and facilitating effective solutions. (Advanced) Proactively recommend solutions, set realistic expectations, and deliver accurate information to clients regarding their benefits, account navigation, and utilization. (Intermediate) Educate participants on plan features, empowering them to maximize benefits and navigate the platform independently. (Intermediate) Relationship Building & Collaboration: Build and foster strong relationships across the company by collaborating with colleagues in a team-oriented environment, focusing on meeting company, client, and member needs. (Advanced) Act as an Ameriflex ambassador, upholding the organization’s core values and projecting a positive, professional image in all client and member interactions. (Advanced) Collaborate with internal teams to offer solutions, identify process improvement opportunities, and promote best practices for client satisfaction and retention. (Intermediate) Consultative & Analytical Support: Analyze and interpret data specific to VIP accounts, using insights to provide tailored support and identify trends in client needs. (Advanced) Use critical thinking skills to address client issues effectively, applying sound judgment in interpreting and adhering to relevant laws, regulations, and policies. (Advanced) Proactively assess complex client needs and provide consultative support, offering strategic insights to enhance the client experience. (Advanced) Compliance & Documentation: Ensure strict compliance with HIPAA and other regulatory guidelines, maintaining confidentiality in all client interactions and documentation processes. (Advanced) Maintain accurate records of client interactions, documenting resolutions and tracking follow-ups as required to meet company standards for quality and reporting. (Intermediate) Knowledge, Skills, and Abilities Required: Customer Success & Advocacy Skills: Proven experience in handling complex client inquiries, with an emphasis on consultative support and problem-solving. (Advanced) Ability to proactively recommend solutions and deliver client education tailored to individual needs. (Advanced) Communication & Relationship Management: Exceptional verbal, written, and presentation skills, with the ability to communicate clearly and persuasively across multiple channels (phone, email, chat). (Advanced) Demonstrated skill in building and maintaining strong relationships with clients and internal teams, with a focus on positive client experiences. (Advanced) Technical & Analytical Proficiency: Proficiency in data analysis, with the ability to draw insights and provide solutions based on client account data. (Intermediate) Knowledge of CRM tools and digital communication channels, with a high level of adaptability to new technology and tools. (Intermediate) Organizational & Time Management Skills: Strong multitasking abilities, with the capability to manage multiple priorities in a fast-paced, deadline-driven environment. (Advanced) Ability to manage flexible schedules, with the availability to work Monday-Friday between the hours of 7 a.m. to 8 p.m. CST Credentials & Experience: Associate’s degree or four or more years of professional experience in a related field, with prior experience in benefits management, claims, insurance, or healthcare required. Demonstrated success in customer service or client support roles, with at least 2 years of experience in a high-volume, complex environment. NOTE: Starting pay for this position is $20.00 per hour BENEFITS Medical Insurance Vision Insurance Dental Insurance 401(k) Matching Flexible Spending Accounts Health Savings Accounts Disability & Life Insurance Employee Assistance Program LegalShield ID Shield Commuter Reimbursement Plan Tuition Reimbursement Bonus Pay ADDITIONAL BENEFITS INCLUDE: Wellable membership Telescope Health (telehealth) through Accresa Intellect (mental health) application Employee engagement activities, including voluntary events, raffles, book club, and more!

Customer Success
Advocacy Skills
Communication
Relationship Management
Technical Proficiency
Analytical Skills
Organizational Skills
Time Management
Problem-Solving
Data Analysis
Consultative Support
Client Education
Collaboration
Compliance
Documentation
Critical Thinking
Direct Apply
Posted 4 days ago
AE Perkins

Fraud Analyst

AE PerkinsAnywherefull-time
View Job
Compensation$70K - 90K a year

The Fraud Analyst is responsible for protecting company assets by identifying, investigating, and preventing fraudulent account activity. This role requires analyzing historical data, managing investigations, and collaborating across departments to mitigate risk. | A Bachelor’s degree in Accounting, Finance, Information Systems, or a related field is required, along with 2+ years of direct experience in fraud detection, investigation, or risk analysis. The ideal candidate should possess strong analytical skills and experience with fraud detection software. | Position Summary The Fraud Analyst is responsible for protecting company assets by identifying, investigating, and preventing fraudulent account activity. This role requires a meticulous and analytical professional who can analyze historical data, manage investigations, and collaborate across departments to mitigate risk. The ideal candidate will be adept at utilizing our internal systems to detect and respond to emerging fraud trends. Principal Duties & Responsibilities Fraud Detection & Monitoring: Actively monitor the internal Suspicious Activity Report and other reporting sources to detect and triage potential fraudulent account activity in a timely and accurate manner. (Intermediate) Case Investigation: Conduct comprehensive and confidential investigations of known and suspected fraudulent account activity from internal sources, gathering evidence and documenting all findings. (Advanced) Trend Analysis & Risk Mitigation: Analyze transactional data and account activity to identify patterns, trends, and typologies associated with fraudulent attempts. Develop and present recommendations for system enhancements and process improvements to mitigate future risk. (Advanced) Cross-Functional Collaboration: Effectively interact and communicate with various internal departments, including Tech, Sales, Client Experience and Claims to implement preventive measures and share intelligence on fraud threats. (Proficient) Record & Case Management: Maintain a precise and detailed written record of all identified fraudulent activities, investigation steps, and outcomes to ensure data integrity and support reporting requirements. (Expert) Cyber Threat Assessment: Facilitate an annual cybersecurity threat assessment that analyzes emerging threats and attack methodologies prevalent in adjacent industries. Advise internal technology teams on the evolving threat landscape and provide high-level, strategic recommendations to proactively mitigate future risks. Special Projects: Perform special projects and other assigned duties related to fraud and risk management as directed by leadership, contributing to the overall goals of the department. (Proficient) Knowledge, Skills, & Abilities Required Analytical Skills: Strong ability to collect, analyze, and interpret complex data sets to draw actionable conclusions. Investigative Acumen: A detail-oriented and inquisitive mindset with the ability to conduct thorough and objective investigations. Technical Proficiency: Experience with fraud detection software and data analysis tools. Communication: Excellent written and verbal communication skills, with the ability to articulate complex findings clearly and concisely to different audiences. Collaboration: Proven ability to work effectively in a team environment and build strong relationships with internal partners. Credentials & Experience Education: Bachelor’s degree from an accredited institution in Accounting, Finance, Information Systems, or a related field is required. Experience: 2+ years of direct experience in a fraud detection, investigation, or risk analysis role, preferably within the insurance or financial services industry. NOTE: This position pays between $70,000.00 - $90,000.00 annually plus bonus potential. BENEFITS Medical Insurance Vision Insurance Dental Insurance 401(k) Matching Flexible Spending Accounts Health Savings Accounts Disability & Life Insurance Employee Assistance Program LegalShield ID Shield Commuter Reimbursement Plan Tuition Reimbursement Bonus Pay - This position falls under our “Corporate Bonus Plan” which entitles you to a potential bonus payout of up to 10% of your annual salary as an annual bonus, if offered employment. ADDITIONAL BENEFITS INCLUDE: Wellable membership Telescope Health (telehealth) through Accresa Intellect (mental health) application Employee engagement activities, including voluntary events, raffles, book club, and more!

Analytical Skills
Investigative Acumen
Technical Proficiency
Communication
Collaboration
Direct Apply
Posted about 1 month ago

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