EMSI Skill: Consulting

Soft Skill

Case Manager

About the Organization

Hillcrest Family Services is a non-profit organization that assists adults and children in need of help. Every day, Hillcrest builds confidence in hundreds of people and families. We strive to be a leading provider in supporting brain health and wellness. We’re a place where compassion is commonplace. Where our passion soars and faith restores.

 

 

About the Program

The Certified Community Behavioral Health Clinic (CCBHC) aims to provide a comprehensive range of mental health and substance-use disorder services, with an emphasis on helping vulnerable individuals.  These services include:

  • Crisis mental health services
  • Outpatient mental health and substance-use services
  • Screening, assessment, and diagnosis
  • Patient-centered treatment planning

 

This program will benefit uninsured, underinsured, and underserved residents in Dubuque and Jackson counties, by offering multiple services and creating a more accessible and seamless environment for clients.  Our goal is to remove barriers and improve access to care and reduce wait times to give our clients quicker access to services.

 

 

Your Responsibilities

As a Case Manager, you will be responsible for conducting and coordinating CCBHC comprehensive outpatient mental health (brain health), substance use, and physical health care services, and supports.  Such supports include: 

  • Employment, social, and educational services for assigned caseload
  • Assisting with enrollment activities with internal and external stakeholders
  • Developing program materials
  • Facilitating meetings with the goal of increasing access to and improving the quality of behavioral health services

 

 

What You Need

  • Bachelor’s degree in a human services field.
  • Thorough understanding and appreciation for the interdisciplinary nature of treatment for children and adults with mental illness.
  • Knowledge of human growth and development and behavioral theories.
  • Valid driver’s license and the ability to drive agency vehicles.
  • Ability to communicate clearly and professionally to clients, staff, families, consulting psychiatrist and other professional staff.

 

 

What Makes You Stand Out

  • Experience working with mentally ill clients in a community setting
  • Excellent time management, organization, and flexibility

 

 

Competitive compensation and benefits package including:

  • Heath insurance
  • Dental insurance
  • Vision insurance
  • 401(k) with employer match
  • Paid time off
  • Paid holidays
  • Tuition assistance
  • Staff development and training
  • Free onsite healthcare for employees and families

 

 

Additional Information

The information contained herein is not intended to be an exhaustive list of all responsibilities and qualifications required of individuals performing the job. The qualifications detailed in this job posting are not considered the minimum requirements necessary to perform the job, but rather as guidelines. A complete list of job duties may be requested at any time during the job application process.  EEO Employer/Protected Veteran/Disabled

Assurance Senior

Advance your auditing career and become part of one of the fastest growing firms in the country by joining Honkamp Krueger & Co., P.C.’s (HK) team as a senior auditor. HK is seeking a knowledgeable professional looking to be part of a passionate team and build long-lasting client relationships.

As an employee of HK, you will have the opportunity to work with clients and help them improve the quality of financial and non-financial information used to make decisions. You will have the opportunity for flexible scheduling, allowing for reasonable hours and the work/life balance you’ve been searching for.

We offer a competitive salary and benefits including:

  • Generous paid time off
  • Affordable health/dental/vision insurance
  • 401(k) Plans with free financial advice from our financial services affiliate
  • Continuing education pay
  • Flexible work environment/schedules
  • Unique benefits such as free amenities in lounges, year-round chair massages, onsite fitness center, and ample opportunities for training and development programs

HK is a community and family focused company that seeks to promote community involvement and a balanced work/social life. HK is a four-time recipient of a Top Workplace in Iowa by the Des Moines Register.

Responsibilities include:

  • Guiding the performance of designed audit, review and compilation engagements
  • Ensuring that working papers are accurate and comply with professional standards
  • Developing and supervising assigned audit staff and interns
  • Reviewing and analyzing financial statements
  • Identifying recommendations for business and process improvements
  • Preparing audit reports

Requires:

  • Bachelor’s degree in accounting
  • Minimum of 2 years of audit experience
  • CPA credentials or working toward CPA
  • Excellent communication skills

But what does a career with HK mean exactly?

Honkamp Krueger & Co., P.C., a top 100 CPA firm, is seeking an audit associate to provide a wide variety of services and expertise in audit practices.

Key responsibilities:

  • Performing and reviewing audit, attestation and consulting services
  • Assisting in proposal development
  • Preparing reports, financial statements and other statements of activity

The ideal candidate:

We’re seeking a knowledgeable professional with the desire to provide exceptional service.

Requires:

  • Bachelor’s in accounting
  • Completion of requirements to sit for the CPA exam
  • Exceptional communication skills

What we offer:

We offer a competitive wage and benefits package that incudes health/dental/vision insurance and 401k Plan. Our benefits package includes a minimum of 11 days of paid time off, birthday PTO, 8 observed holidays, and a range of programs and benefits designed to support you physical, financial and social well-being. Plus, we offer:

  • Community service participation
  • Opportunities to develop new skills and progress your career
  • Flexible schedules
  • Mentoring programs
  • Wellness programs

What does a career with HK mean exactly? Check out our video at https://youtu.be/QeK0sOH4RgA.

EOE

*See HK recruiter for details

Retirement Counselor

Job Classification:

Sales – Sales

The Role

This position is responsible for counseling plan participants on distributions options within a call center environment in Prudential Retirement. The Retirement Counselor will proactively reach out to prospects through outbound calls and handle in-bound calls from participants who are looking to discuss distribution and rollover options. This position must have a strong knowledge of defined contribution plans, distribution options and a superior understanding of individual retirement products/services and investment options.

Daily Responsibilities:

  • Counseling participants through timely outreach to participants in pipeline and effectively communicating options and withdrawal strategies
  • Manages both inbound call and outbound call activities and prioritizes based on high value opportunities
  • Provides guidance to Prudential terminating prospects and advises them of their distribution options
  • Partners with participant lead sources (i.e. Client Services, Key Accounts) to attract additional prospects into the pipeline
  • Oversees prospects' paperwork processing through Sales Associates and Operations to ensure expedited processing and reduced sales cycle times
  • Achieve holistic counseling by probing clients for outside financial assets and other financial needs
  • Assist clients in effectively consolidating outside financial accounts
  • Supports on-site distribution events as needed

This position can be worked from our Dubuque, IA, Scranton, PA, Dresher, PA Shelton, CT, Hartford, CT, Jacksonville, FL, Plymouth, MN or Scottsdale, AZ office and will cover 10:00AM – 6:00 PM Eastern preferably.

Your Expertise

What you’ll need to succeed:

  • FINRA Series 7 and 63 are required
  • State insurance licenses required within 120 days of hire
  • 3 – 5 years of retail sales and/or service experience in Retirement or Financial Services industry; focus on individual retirement consulting preferred
  • Demonstrated success building rapport with participants in an inbound and outbound call center environment
  • Demonstrated superior consultative skills to individuals with the ability to effectively manage pipeline efficiently work with a large number of participants.
  • Excellent understanding of defined contribution plans, participant distribution options
  • Superior understanding of individual retirement products and services
  • Solid understanding of the retirement saving behaviors of participants
  • Strong financial aptitude with a thorough understanding of investment products and services
  • Superior verbal and written communication skills

–

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.

We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit www.prudential.com to learn more about our values, our history and our brand.

Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status , medical condition or any other characteristic protected by law. 

The Prudential Insurance Company of America, Newark, NJ and its affiliates.

Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at staffingagencies@prudential.com for more information about doing business with Prudential.

PEOPLE WITH DISABILITIES:
If you need an accommodation to complete the application process, which may include an assessment, please call (800) 433-8960, prompt 4 or email accommodations.hw@prudential.com.

Please note that the above number and email are solely for individuals with disabilities requesting an accommodation.  If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.

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Consumer Lending Representative (Consumer Lending Processor)

Have you ever wondered what it feels like to help someone reach their goals of driving their dream car or getting that trendy new kitchen at home? As a Consumer Lending Representative at Dupaco you will hear the excitement in our member’s voices as you assist them in completing the loan process to achieve these exciting milestones. It doesn’t stop there… You’ll be able to deploy your strong attention to detail, your ability to multi-task like a pro, and your gift to communicate strongly with anyone, in any scenario (phone, email, or in-person). Are you prepared to bring these skills, your professional image, and your desire for success to one Iowa’s Top Workplaces? Come join Dupaco’s Consumer Lending Department as a Consumer Lending Representative!

You’ll Be:

  • Answering loan related member questions via phone, email, and face to face.
  • Processing member service requests from branches (title releases, title changes, mortgage releases, etc.).
  • Consulting with members for closing and explain all documentation.
  • Processing and funding consumer loan products (auto loan, personal loan, VISA, etc.).
  • Auditing files to ensure that all loan documentation is accurate and complete and are in compliance with existing regulations, including Dupaco Community Credit Union loan policies and procedures.
  • Articulating loan payoff quotes for auto loans, unsecured loans and home equity loans.
  • Cross trained on the Paid Loan Reports and send letters and applicable paperwork to members.
  • Providing proper explanations to members on ancillary products and refer members to the appropriate products and services.
  • Assisting in training employees on loan processing procedures and technology.

You’ll Need:

  • High school diploma or equivalent (ie. GED)
  • Two years of college or equivalent experience in the financial industry preferred
  • Outstanding member service skills to provide quality service to members, potential members and coworkers
  • Excellent communication skills (verbal and written) with the ability to adjust your communication style to your audience and handle difficult conversations in a tactful and professional manner
  • Excellent computer skills with the ability to navigate between multiple programs and utilize dual computer screens
  • Attention to detail, accuracy, ability to multitask and prioritize work

WORK SCHEDULE:

  • Monday – Friday: 8:20 AM – 5:30 PM
  • Every-other Friday: 9:20 AM – 6:00 PM
  • Every-third Saturday 8:20 AM – 12:30 PM

Summer 2022 Sales Internship- Madison, WI/Dubuque, IA/Kansas City, KS

Description

About Kunkel & Associates:

Kunkel & Associates is a commercial insurance brokerage and consulting firm committed to providing quality service through unparalleled professionalism and personalized attention for almost 20 years. Our team provides consultative solutions for your transportation, property, and casualty, and employee benefits needs. Our organization continues to grow and develop by bringing innovative advantages to our clients; including comprehensive nursing services, resource consulting, safety and loss control management, and claims management. At Kunkel & Associates, we take pride in exceeding customer expectations within a unique working environment and uphold a culture that embraces passion, perseverance, and enthusiasm.

 

K&A Locations: Dubuque, Iowa (Headquarters); Madison, Wisconsin and Kansas City, Kansas

K&A Hours of Operation: Monday- Friday 8 am-5 pm

 

Sales Internship Summary:

Are you looking for an internship that will challenge you every day in a fun but professional work environment? An Internship at Kunkel & Associates will give you the tools to network with business owners, work in a team setting and give the opportunity to gain real-life experiences. Our team here at Kunkel & Associates will give you on-the-job training and one-on-one mentorship to ensure that you have the best tools to be successful in your future career. Each Sales Intern will have the opportunity to travel with our producers to meet with clients and prospects on business solutions. Our internship program offers flexible hours, hourly pay, a potential full-time position upon graduation and, if needed, we will provide and pay for your housing needs for the summer! Come work with us, not for us this summer!

  • Job shadow and train with sales and support staff
  • Learn how to complete insurance applications
  • Flexible schedule, hybrid option
  • Paid housing for those, not from Dubuque, Madison, or Kansas City
  • Build Insurance proposals
  • Accompany Sales Executives on prospect and renewal presentations and service plans
  • Opportunity to travel for client and prospect meetings
  • Implement/monitor client service plans
  • Analyze data to ensure that clients have the appropriate coverage
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
  • Build and maintain relationships with clients to include providing high-quality service/prompt responses
  • Opportunity to work with our leadership team on implementing new ideas
  • Other projects/duties assigned

Hear what our interns have to say about their experience: https://youtu.be/WmpieeSSup4 

Watch our recruitment video to see our Dubuque office and meet some of our team: https://youtu.be/SRE6ogpTVj0 

 

Interested candidates are encouraged to apply for immediate consideration. Please visit our internship website at www.kunkel-inc.com/interns

Requirements

Sales Internship Skills/Qualifications:

  • Working towards completion of BA or BS
  • Strong Outlook, Word, and Excel Skills
  • Excellent verbal and written communication skills
  • Excellent service orientation skills
  • Flexible hours with the capacity to work up to 40 hours or we offer part-time hours (Monday – Friday)

Senior Pricing Analyst

Position Description:

  • Review and monitor client and pharmacy contracts and our financial performance against them on an ongoing basis
  • Investigate changes or unexpected trends in client or pharmacy performance by analyzing pharmacy claims data and looking for outliers or trends over time
  • Collaborate with team members to execute MAC appeals process on a weekly basis
  • Develop and execute recurring reports/research processes for discount card line-of-business
  • As needed, design pricing models and analyses templates e.g., to hit financial targets, predict the impact of pricing/utilization changes, and/or determine the size of risks/opportunities
  • Execute MAC maintenance tasks, audit processes, and uploads; as needed during execution, identify discrepancies, assess risk, and recommend solutions
  • Expand and update share the Pricing team’s SQL data environment by adding new and relevant data sources based on evolving business needs
  • Conduct ad hoc inquiries in a timely manner by synthesizing disparate data sources to provide clear and actionable information to both internal and external stakeholders
  • Continuously engage in process analysis and problem solving to identify opportunities that can be addressed via automation tools and/or applications

 

Position Requirements:

  • Bachelor’s Degree in Math, Computer Science, IT, Statistics, or Economics. Must be eligible to work in the United States without need for work visa or residency sponsorship. Should be under no restrictive non-compete covenant from a previous or existing employer
  • 2+ years of work experience in pricing or financial analysis. Healthcare or PBM experience preferred
  • Data mining and/or financial modeling using industry standard tools in similar roles in Pharmacy Benefits Management (PBM), Retail Pharmacy, PBM Consulting, and/or Healthcare experience
  • Ability to translate business requirements to accurate technical specifications, with the end goal of creating optimized business reports that can be easily applied to meet the business use case
  • Advanced knowledge of reporting, data analysis, and problem solving using analytical tools such as advanced Excel, Microsoft Access, SAS, SQL, SSRS, Power BI and/or ad hoc Query Tools
  • Ability to think strategically and proactively
  • Time management and prioritization skills

    Other Benefits:

    • Competitive Salary
    • Paid Birthdays
    • Gym Reimbursement
    • Career Growth Opportunities

Corporate Recruiter

Job Summary
Hirschbach is seeking Corporate Recruiter to join the team and help the company grow in our various locations. 

Duties & Responsibilities

  • Recruits a high volume of roles across various functions and teams. Works closely with leadership to identify hiring needs, plans for team growth, collaborates for role fit, and close key hires.
  • Performs full cycle recruiting including screening, scheduling on-site interviews, creating offer letters and ensuring completion of required pre-employment paperwork.
    • Other assistance includes identifying candidates using computer databases, networking, employee referrals, cold calling, evaluating resumes, completing phone interviews, checking candidate references, and pre-employment testing and screenings.
  • Locates qualified potential candidates using databases or online job posting boards.
  • Screens resumes and interviews candidates for various positions within the organization.
  • Provides a high level of customer service, support and expertise in all areas of recruitment in consulting with and guiding hiring managers in comprehensive recruitment and staffing issues, policies and processes.
  • Effectively manages multiple open positions across all business units and corporate functions.
  • Implements ongoing innovations and improvements to recruitment process.
  • Travels to various locations and assists in scheduling/conducting job networking events appropriate to each location. 
  • Performs other duties as assigned.

Talent Requirements

  • High school diploma or equivalent in education is required. Bachelor’s Degree in a related field is preferred.
  • Two years of experience in sales and/or high volume recruiting is preferred.
  • Displays and demonstrates an “All In to Win” attitude and performance including self motivation and a strong desire to learn within an unpredictable and demanding environment.
  • Ability to travel to various sites 
  • Excellent oral and written communication skills
  • Ability to interact with all levels of management and candidates in a professional manner

EOE. Offer of employment is contingent upon successful completion of pre-employment background check and drug screen.

On-Site Manager

At Dubuque Bank & Trust, we’re your career destination!

Dubuque Bank & Trust is seeking an On-Site Manager to join our growing team in Cedar Rapids, IA. The On-Site Manager is responsible for day to day management of the frontline banking center staff, supporting branch sales and service, and a creating an exceptional customer experience by handling customer needs. This role is also responsible for the administration supervision and efficient daily operation of a full-service branch, including daily coaching, retail operations, consumer lending, product sales, customer service, and security and safety in accordance with the Company’s objectives.
Qualifications:
PRIMARY & ESSENTIAL RESPONSIBILITIES:

A.    Transaction/Sales Responsibilities:

1.    Provides exceptional customer service while listening for sales opportunities, explains and promotes bank products or services to customers and actively participates in the referral program and strives to meet goals (as determined by individual bank).
2.    Leads by example showcasing skills to deepen customer relationships with individuals and small business clients, maintaining contact commensurate with customer potential and value.  Activities include mining existing customers and prospects; and working with Commercial, Business Banking, Mortgage, Wealth Management, and Financial Consulting to cross-sell products and services as appropriate.
3.    Provides customer service in whatever capacity is needed i.e., processing transactions at the teller line, opening/closing accounts, etc. 
4.    Utilize the CRM system and update frequently with calling efforts and pipeline details. Researches and develops marketing opportunities unique to the banking center.
5.    Resolves customer complaints
 
B.    Operational Responsibilities:

1.    Monitors and reviews banking center security procedures and controls access to vault and cash drawers
2.    Ensures the banking center is compliant for scheduled audits and branch reviews
3.    Knows and follows bank policies and procedures and communicates updates to banking center employees
4.    Responsible for efficiently and appropriately staffing the branch to ensure business needs are met both on the transactional and sales sides
5.    Oversees the operational excellence of the banking center
6.    Must be conscious of security and comply with all Bank Secrecy Act/Anti-Money Laundering requirements, Privacy of Customer Information Policy, and all consumer protection laws, regulations, and Bank policies as related to assigned job duties
7.    Coaches the banking center team to ensure the customer experience strategy is followed to deliver a consistent, positive experience for all customers
8.    Performs other duties as assigned.
9. Respond to false alarms and requests from law enforcement for assistance during business hours.  In addition, is an after-hour contact person for law enforcement.

C: SUPERVISORY RESPONSIBILITIES: 

1.    Directly supervises the Universal Bankers, Senior Personal Bankers and Associate Bankers.
2.    Serves as head of onboarding and new team member orientation for all new retail team members in the sales area.
3.    Coaches and mentors banking center staff to promote individual growth and development
4.    Creates a positive atmosphere that encourages productivity and teamwork among all banking center staff
5.    Works with Heartland’s recruitment team to hire the most qualified and talented individuals to fill open positions
6.    Provides information on-going communication to department and staff regarding expectations and performance
7.    Addresses and resolves all performance concerns and issues in a timely manner
8.    Resolves customer concerns or complaints.
9.    Prepares and conducts annual performance reviews in a timely manner

REQUIRED SKILLS & EXPERIENCE 

1.    3-5 years of experience in banking, business development, personal banking, business banking or branch management required
2.    Bachelor’s degree in Business Administration, Marketing, Finance, Accounting or equivalent experience required.
3.    Proven experience in customer service 
4.    Previous sales or branch management experience preferred
5.    Excellent knowledge of Microsoft Office suite
6.    Knowledgeable in business loan and deposit products and general knowledge of small business needs, personal deposit and consumer loan products, Wealth Management, Treasury Management, fixed annuities, brokerage products and other bank services, and Federal regulations as well as bank policies and procedures.

•    Talent Development – We provide resources to support internal career growth
•    Recognition and Reward – We provide competitive compensation and rewards programs 
•    Corporate Citizenship – We’re committed to making a difference in our communities 
•    Balance – We believe in balance between work, leisure, and wellness
•    Empowerment – We help people grow professionally through empowerment to make decisions and take responsibility for them 

We offer competitive compensation and benefits, including:
•    Paid time off, community volunteering, parental leave, and Holidays.
•    Tuition Benefit plan
•    401k Retirement plan with company match & Discretionary Profit Sharing plan
•    Subsidized Medical and Dental insurance 
•    Free Life and Disability insurance coverage
•    Flexible Spending Accounts
•    Voluntary Vision, Critical Illness, Hospital Indemnity, and Accident plans
•    Employee Assistance program for staff and family members

Submit your resume online at https://htlf.wd1.myworkdayjobs.com/Dubuque-Bank-Careers/jobs
EOE/AA Employer
M/F/Disabled/Vet