Subrogation Specialist jobs in Lexington, KY

Subrogation Specialist is responsible for subrogation activities including the identification and research of subrogation claims. Assists in the recovery of overpayments for duplicate coverage, workers' compensation, and no-fault claims. Being a Subrogation Specialist identifies legal liability and pursues, negotiates, and settles subrogation collection. Researches paid claims, answers inquiries, and coordinates with other departments, insurance adjustors, attorneys, and members. Additionally, Subrogation Specialist interacts with policyholders, claimants, witnesses, and underwriters to recommend and document the necessary information to close a file. Collects information needed to determine when an on-site investigation is necessary. Requires a high school diploma or equivalent. Typically reports to a supervisor or manager. The Subrogation Specialist works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Subrogation Specialist typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Client Specialist
  • Baird
  • Danville, KY FULL_TIME
  • As a Client Specialist, you will:

    Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach.

    • Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
    • Gain knowledge of and leverage partnership with Baird’s Corporate Resource Groups to provide the best wealth management solutions to clients.
    • Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
    • May schedule client appointments and/or conference room for appointments.
    • Assemble/generate materials including paperwork and reports for client meetings.
    • Understand and ensure business adherence with firm and financial industry regulatory policies
    • May manage FA and Team’s social media presence (website, LinkedIn, Twitter, etc.).
    • Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
    • May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
    • Seek ways to enhance FA(s) business effectiveness and marketability.
    • Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed
    • May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors’ instructions or upon client’s verbal direction.
    • May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
    • Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors’ business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days’ activities.

    What makes this opportunity great:

    • Flexible work-life balance is promoted
    • Fast paced environment that will enable you to grow as a professional
    • Team of associates passionate about achieving great results for clients and give back to the communities where we live and work
    • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership
    • A strong, stable employee-owned firm recognized as a great place to work since 2004.
    • Baird provides significant technology training, plus extensive one-on-one training and support

    What we look for:

    • 2 years of prior industry and/or administrative work experience.
    • Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird.
    • Focus on excellent client service.
    • Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms
    • Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
    • Detail oriented with an emphasis on accuracy.
    • Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
    • Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
    • Good analytical and critical problem-solving skills
    • Bachelor’s degree preferred, not required.

    Job Type: Full-time

    Pay: $37,000.00 - $41,000.00 per year

    Benefits:

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

    Compensation package:

    • Bonus opportunities
    • Performance bonus
    • Profit sharing
    • Stock options

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Ability to Relocate:

    • Danville, KY 40422: Relocate before starting work (Required)

    Work Location: In person

  • 19 Days Ago

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Collections Specialist
  • OneMain Financial
  • London, KY FULL_TIME
  • Collections SpecialistAt OneMain, Collections Specialists contact customers to help them fulfill their financial obligations by arranging for repayment or settlement of account balances and offering a...
  • 20 Days Ago

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Documentation Specialist
  • Adapt Health LLC
  • London, KY FULL_TIME
  • DescriptionAdaptHealth Opportunity – Apply Today!At AdaptHealth we offer full-service home medical equipment products and services to empower patients to live their best lives – out of the hospital an...
  • 20 Days Ago

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Contract specialist
  • Internal Revenue Service
  • Corbin, KY FULL_TIME
  • Duties WHAT IS THE OFFICE OF THE CHIEF PROCUREMENT OFFICER DIVISION? A description of the business units can be found at : Vacancies will be filled in the following specialty areas : Procurement. The ...
  • 20 Days Ago

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Commodity specialist
  • Wright Media
  • Middleburg, KY FULL_TIME
  • Multiple Positions with Parts Development Department at EV Metaplant (Near Savannah,GA ) : $60 - $105k Essential Duties and Responsibilities : Understand program sourcing and key milestones in support...
  • 20 Days Ago

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Parts specialist
  • O'Reilly Auto Parts
  • Burnside, KY FULL_TIME
  • The Parts Specialist will provide all retail and installer customers with a high level of service. This position will also support store management in the accomplishment of assigned tasks. ESSENTIAL J...
  • 20 Days Ago

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0 Subrogation Specialist jobs found in Lexington, KY area

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Design Manager, Senior
  • Gray AE, PSC
  • Lexington, KY
  • Overview: Gray AE is looking for an Architecture Sr. Design Manager to join our team in Lexington, KY. Responsibilities:...
  • 3/28/2024 12:00:00 AM

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Design Quality Control- Remote
  • Precision Valley Communications VT
  • Lexington, KY
  • Overview: Company: Precision Valley Communications is a leading provider of engineering, mapping and design services for...
  • 3/28/2024 12:00:00 AM

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Site Manager, MEP
  • Gray Construction
  • Lexington, KY
  • Overview: MEP Site Manger studies the mechanical, electrical, piping, plumbing and fire protection specifications to pla...
  • 3/28/2024 12:00:00 AM

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Pizza Cook
  • Goodfellas Pizzeria
  • Lexington, KY
  • Line level employees are what makes Goodfellas thrive. Responsible, hard-working, great attitude, and willingness to lea...
  • 3/28/2024 12:00:00 AM

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Dishwasher
  • Zim's Cafe
  • Lexington, KY
  • Main Responsibilities for a Dishwasher: Consistently ensure the availability of clean dishes by washing flatware, dishes...
  • 3/28/2024 12:00:00 AM

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TeleSales Specialist -Remote
  • InsuraTec Services Group
  • Lexington, KY
  • TeleSales Specialist - Remote Location: Remote (Virtual, Work From Home) Job Description: InsuraTec Services Group is se...
  • 3/28/2024 12:00:00 AM

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Claims Support Specialist II
  • Erie Insurance Group
  • Lexington, KY
  • **Claims Support Specialist II** **Location:** Lexington, KY, US, 40513 **Division or Field Office:** Kentucky Branch Of...
  • 3/26/2024 12:00:00 AM

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Registered Dental Hygienist
  • GoTu
  • Lexington, KY
  • Pay Range: $45-$70/Hour By using the GoTu app, you can find local temporary and permanent opportunities and get peace of...
  • 3/26/2024 12:00:00 AM

Lexington, consolidated with Fayette County and often denoted as Lexington-Fayette, is the second-largest city in Kentucky and the 60th-largest city in the United States. By land area, Lexington is the 28th largest city in the United States. Known as the "Horse Capital of the World," it is the heart of the state's Bluegrass region. It has a nonpartisan mayor-council form of government, with 12 council districts and three members elected at large, with the highest vote-getter designated vice mayor. In the 2017 U.S. Census Estimate, the city's population was 321,959, anchoring a metropolitan are...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Subrogation Specialist jobs
$39,995 to $49,558
Lexington, Kentucky area prices
were up 1.2% from a year ago

Subrogation Specialist in Frankfort, KY
You will then seek subrogation against contractor and his insurer to get them to pay for the damages paid out.
December 27, 2019
Subrogation Specialist in Port Arthur, TX
Enroll in the certified subrogation recovery professional program offered by the National Association of Subrogation Professionals.
December 02, 2019
Afni is hiring Subrogation Specialists that are primarily responsible for assisting in the recovery of subrogation claims typically from insurance carriers and self-insured entities.
February 07, 2020
Subrogation Specialist in San Jose, CA
Train in areas of handling subrogation payments, arbitration, and the disposition of salvage.
January 24, 2020