SB Financial Services Manager jobs in New Bedford, MA

SB Financial Services Manager manages and directs small business financial service activities. Develops sales and servicing plans to enhance client relations and portfolio growth. Being an SB Financial Services Manager requires a bachelor's degree. Typically reports to a top management. The SB Financial Services Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an SB Financial Services Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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Financial Counselor
  • Harbor Health Services, Inc.
  • Hyannis, MA PART_TIME
  •  
     

    Harbor Health Serviceis an innovative, growing, mission-based organization that lives, serves and collaborates with our community members to achieve our mission to help individuals reach their full potential through access to local, affordable services that promote health. Harbor provides medical, behavioral health, dental, and support services to more than 34,000 patients in Boston, the South Shore, and Cape Cod. Harbor Health also operates two Programs for All-Inclusive Care for the Elderly in Mattapan and Brockton, providing comprehensive healthcare, transportation and social services for more than 450 frail elders who continue to live with dignity and independence in the community and a Woman, Infants and Children (WIC) Nutrition Program. To help further the mission of Harbor, we are looking for an talented Financial Counselor to join our team at the Harbor Community Health Center in Hyannis. 

    Role: 

    The Financial Counselor provides patients with information and education regarding health insurance whether their own or by enabling them to obtain insurance coverage; advocacy and liaison services with insurance providers; assists patients with completing and processing of insurance applications and related paperwork. Position is 20 hours weekly and offered with Benefits! 

    Harbor Health offers an excellent, comprehensive benefits package including Health, Dental, Vision, Life, & Disability insurance, 403b Savings Plan, Generous Paid Time Off plus 11 additional Holidays and much more!


    Responsibilities:  

    • Evaluates patient data and makes determination of eligibility for specific insurer(s) program(s), including HSN (Health Safety Net) in accordance with program guidelines.
    • Provides information to consumers about the full range of Qualified Health Plan (QHP) options and insurance affordability programs for which they are eligible.
    • Assists patients with completing all required documentation for enrollment in accordance with program guidelines.
    • Assists patients with Insurance portal to create new application and complete existing application.
    • Processes all required paperwork in accordance with program guidelines.
    • Enters pertinent information into appropriate systems daily in accordance with program guidelines.
    • Validates and edits as necessary that data is accurate and timely in the correct systems.
    • Provides on-going advocacy between patient and insurer as required.
    • Educates health center staff on the forms and requirements of the program.
    • Edits and makes entries to both the automated and manual systems as necessary for corrections to addresses name changes, dependents, etc.
    • Manages correspondence received from MassHealth. 
    • Completes ongoing training provided by MassHealth and the Health Connector.

     Requirements: 

    • High school diploma or equivalent
    • 1 year of experience in a professional office environment, (may substitute bilingual capacity for year of experience)
    • CAC Certification required within 30 days of employment
    • Excellent data entry and organization skills and verbal and written communication skills
    • Third party billing experience preferred
    • Bilingual English/Spanish or English/Portuguese preferred
    • Intermediate Microsoft Office skills preferred and experience with MassHealth and Health Connector desired 

    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. 


    Shifts flexible within hours of health center operations
    20 hours weekly
  • 1 Month Ago

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Client Services Associate/Reception
  • Williams Estate & Financial Group, Inc.
  • New Bedford, MA FULL_TIME
  • High-volume, fast-paced, growing financial planning firm is seeking a talented, confident, enthusiastic candidate to provide full-time in-office support. Responsibilities for this role include but are...
  • 1 Day Ago

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Health Insurance Financial Counselor
  • Harbor Health Services, Inc.
  • Hyannis, MA PART_TIME
  • Harbor Health Services is an innovative, growing, mission-based organization that lives, serves and collaborates with our community members to achieve our mission to help individuals reach their full ...
  • 1 Month Ago

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Sales Manager - Remote
  • UniTrust Financial Group
  • Barnstable, MA FULL_TIME
  • Sales Manager - Remote Location: Remote Experience Level: Entry-Level Join our team as a Remote Sales Manager and become an integral part of our innovative approach to insurance sales. As a Sales Mana...
  • 3 Days Ago

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USA - Manager Financial Reporting
  • Avestacs
  • Fairhaven, MA FULL_TIME
  • Job Title: Manager Financial Reporting Location: Fairhaven MA Type: Fulltime Our customer: Is a leader in the sports products and services industry. Summary: The Manager Financial Reporting role will ...
  • 14 Days Ago

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Manager Financial Reporting
  • Acushnet
  • Fairhaven, MA FULL_TIME
  • WE ARE A PRODUCT COMPANY. WE ARE A PROCESS COMPANY. ABOVE ALL, WE ARE A PEOPLE COMPANY. The history of the Acushnet Company is tightly woven into the fabric of golf. From the start, we’ve been committ...
  • 1 Month Ago

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0 SB Financial Services Manager jobs found in New Bedford, MA area

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Financial Analyst
  • Rite-Solutions, Inc.
  • Middletown, RI
  • Rite-Solutions, Inc is currently seeking skilled and motivated candidates for a full time Financial Analyst position. Th...
  • 4/24/2024 12:00:00 AM

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Financial Analyst
  • Rite-solutions Inc.
  • Middletown, RI
  • Rite-Solutions, Inc is currently seeking skilled and motivated candidates for a full time Financial Analyst position. Th...
  • 4/23/2024 12:00:00 AM

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Senior Municipal Financial Consultant
  • Eric A Kinsherf
  • Sagamore Beach, MA
  • Job Description Job Description We are seeking a Senior Municipal Financial Consultant! You will be responsible for the ...
  • 4/23/2024 12:00:00 AM

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Entry Level Virtual Sales Consultant: Financial Services & Insurance Sector
  • Bein Financial Group
  • Newport, RI
  • We are looking for a few individuals that are result-oriented individual with a passion for sales and a keen interest in...
  • 4/22/2024 12:00:00 AM

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Financial Professional - Retirement Benefits Group - RI, Providence, MA, Southeastern (3903)
  • Equitable
  • Warwick, RI
  • Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people buil...
  • 4/20/2024 12:00:00 AM

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Project Manager, Planning & Reporting
  • MetLife Services and Solutions, LLC
  • Bridgewater, MA
  • Description and Requirements R ole Value Proposition: MetLife, through its subsidiaries and affiliates, is one of the wo...
  • 4/20/2024 12:00:00 AM

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Branch Office Administrator
  • Edward Jones
  • Plymouth, MA
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 4/18/2024 12:00:00 AM

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Branch Office Administrator
  • Edward Jones
  • North Dartmouth, MA
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 4/9/2024 12:00:00 AM

New Bedford is a city in Bristol County, Massachusetts, United States. As of the 2010 census, the city had a total population of 95,072, making it the sixth-largest city in Massachusetts. New Bedford is nicknamed "The Whaling City" because during the 19th century, the city was one of the most important whaling ports in the world, along with Nantucket, Massachusetts and New London, Connecticut. The city, along with Fall River and Taunton, make up the three largest cities in the South Coast region of Massachusetts and is known for its fishing fleet and accompanying seafood producing industries ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Manager jobs
$178,686 to $243,409
New Bedford, Massachusetts area prices
were up 1.6% from a year ago

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Visit the SB Financial Services website to access your investment accounts or for more information on SB Financial Services.
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