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You will manage a diverse portfolio of client accounts, delivering customized financial plans and fostering long-term client relations. Our platform supports multiple career paths, making financial independence accessible to a diverse group of people.

YEAR

About GFI IkigaiAt GFI Ikigai, we are on a mission to combat financial illiteracy and make a positive impact on communities worldwide. We take pride in our commitment to excellence, providing online tools and in-house training for personal and professional growth. Our platform supports multiple career paths, making financial independence accessible to a diverse group of people. About the Position: Financial Literacy AdvocateWe are on the lookout for a passionate and driven individual to join our team as a Financial Literacy Advocate on a part-time basis. In this role, you will be responsible for empowering clients with essential financial knowledge and skills. You will manage a diverse portfolio of client accounts, delivering customized financial plans and fostering long-term client relations. If you're enthusiastic about helping others and driving positive change, this role may be perfect for you! Benefits<ul><li>Flexible schedule tailored to your lifestyle</li><li>100% remote work with access to comprehensive online tools and training</li><li>Opportunities for leadership development</li><li>Competitive compensation between $30,000 - $50,000 annually (part-time), with ample advancement and earning potential</li></ul> Key Responsibilities<ul><li>Act as a primary contact for clients, ensuring satisfaction and account growth</li><li>Offer professional and supportive interactions with clients and associates</li><li>Educate clients about financial concepts like business investment, insurance protection, and estate planning</li><li>Design tailored financial plans, assisting clients with budgeting, debt reduction, and retirement planning</li><li>Enhance account value via upselling and cross-selling opportunities</li><li>No cold calling or door knocking required.</li></ul> Required Qualifications<ul><li>Aged 18 or older and a U.S. resident</li><li>Successful background check completion</li><li>Strong communication skills (both verbal and written) and customer relationship management</li><li>Life Producer license (or willingness to obtain within first 2 weeks)</li><li>Proficiency in CRM systems such as Salesforce and basic reporting</li></ul> Preferred Experience<ul><li>Background in customer service, leadership, or management</li><li>Experience in education, coaching, military, or as an elite athlete</li><li>Entrepreneurially-minded with self-motivation and a passion for helping others</li><li>Skills in negotiation or technical troubleshooting are a plus</li></ul> Join us today as a Financial Literacy Advocate and help make financial independence and literacy a reality for everyone. We are excited to consider your application and discuss how we can achieve success side by side!

GFI-Team Ikigai

Financial Literacy Advocate - Part Time

Background Investigation

Budgeting

Coaching

Communication Skills

Customer Relations

Customer Relationship Management (CRM)

Customer Relationship Management (CRM) Systems

Customer Satisfaction

Customer Support/Service

Customer Training

Estate Planning

Financial Literacy

Financial Planning

Identify Issues

Insurance

Leadership

Literacy

Military

Negotiation Skills

Online Training

Presentation/Verbal Skills

Process Improvement

Remote Access

Retirement Planning

Salesforce.com

Work From Home

Writing Skills

The Hire Talent

FULL_TIME

About the Role: Responsible for IOA insurance Claims Management activities including: client advocacy, service and communication, problem claim resolution, data analysis and action, monitoring triggered activities, claims reviews and audits, workers compensation claim oversight, reserve analysis, unit stat and stewardship reporting, client education and consulting, sales support, litigation process management, new client onboarding, intake process support, data management and entry, and Producer communication. Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity.

DescriptionJob Description:Title: Claims Advocate – Risk ServicesFully remote | Experience/Book Focus: Commercial Auto, Trucking, Transportation, Property Cargo   Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: <a href="https://ioausa.com/locations/" rel="nofollow noopener noreferrer" target="_blank">ioausa.com/locations</a> About the Role: Responsible for IOA insurance Claims Management activities including: client advocacy, service and communication, problem claim resolution, data analysis and action, monitoring triggered activities, claims reviews and audits, workers compensation claim oversight, reserve analysis, unit stat and stewardship reporting, client education and consulting, sales support, litigation process management, new client onboarding, intake process support, data management and entry, and Producer communication.   Key Responsibilities: <ul><li>Performance Standards: Meet all production, quality, and service expectations. </li></ul><ul><li>Client Service Excellence: Deliver outstanding service by anticipating client needs and responding promptly. </li></ul><ul><li>Client Advocacy: Serve as a dedicated advocate, providing high levels of ongoing support and consultation. </li></ul><ul><li>Problem Claim Resolution: Manage complex or delayed claims to ensure timely and favorable outcomes. </li></ul><ul><li>Loss Report Analysis: Review aggravated inequity loss reports and take appropriate corrective actions. </li></ul><ul><li>Activity Monitoring: Track triggered claim activities and implement necessary follow-up actions. </li></ul><ul><li>Claims Review & Auditing: Conduct and participate in formal claims reviews and audits. </li></ul><ul><li>Workers Compensation Oversight: Monitor workers compensation claims via the IOA Claims Portal and drive them to closure. </li></ul><ul><li>Reserve Accuracy: Perform reserve analysis to ensure timely and accurate case reserves in line with best practices. </li></ul><ul><li>Carrier Relationship Management: Build and maintain strong relationships with carriers to influence positive claim outcomes. </li></ul><ul><li>Claims Mediation: Act as an intermediary between clients and carriers to facilitate effective and timely resolutions. </li></ul><ul><li>Client Education: Provide ongoing education on statute changes, state-specific procedures, and claims best practices. </li></ul><ul><li>Trend Identification & Risk Mitigation: Identify claims trends, recommend risk mitigation strategies, and collaborate with Risk Advocates. </li></ul><ul><li>Sales Support: Assist with Producer presentations and contribute to sales efforts through claims insights. </li></ul><ul><li>Reporting & Documentation: Prepare and deliver stewardship and unit stat reporting in accordance with departmental standards. </li></ul>  Ideal Candidate Qualifications: <ul><li>5+ years of claims handling experience; preferred experience in an agency advocate or liaison role </li></ul><ul><li>Licensed Insurance Adjuster or state equivalent </li></ul><ul><li>Exceptional customer service, communication, multi-tasking, organizational, delegation, and decision-making skills </li></ul><ul><li>Ability to perform large work volumes with high accuracy </li></ul><ul><li>Proficiency in MS Office (Outlook, Word, Excel) </li></ul><ul><li>High School Diploma (or equivalent) </li></ul>  What We Offer: <ul><li>Competitive salaries and bonus potential </li></ul><ul><li>Company-paid health insurance </li></ul><ul><li>Paid holidays, vacations, and sick time </li></ul><ul><li>401K with employer match </li></ul><ul><li>Employee stock plan participation </li></ul><ul><li>Professional growth and career progression opportunities </li></ul><ul><li>Respectful culture and work/family life balance </li></ul><ul><li>Community service commitment </li></ul><ul><li>Supportive teammates and a rewarding work environment </li></ul>  What to Expect (Application Process): <ul><li>30-Minute Phone Screen, Online Assessments, and Interview(s) </li></ul>Salary Rangehe expected pay range for this position is $70,000 to $95,000 per year, depending on experience, relevant skills, and geographic location.Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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Financial Literacy Advocate - Part Time GFI-Team Ikigai

Claims Advocate - Risk Services (Trucking/Transportation) Insurance Office of America

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