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beBee Handyman Dorneyville, PA, United States FreelanceI am in need of a Management service with the following characteristics in Dorneyville, PA:What type of management service is needed? · Administrative, labor, accounting, tax and/or tax-related (taxes, income, etc.), legal, financial (investments, loans, etc.) · Type of managemen ...
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Accounting/administrative Assistant
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Atlantic Roofing Corp. Green Lane, United StatesThis position requires skills in mathematics, communication, time management, and typing. It's also important to have an excellent grasp of English grammar and spelling, work well with others, and be detail oriented. · Pay: $ $24.00 per hour · **Benefits**: · - Dental insurance · ...
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Contract Specialist
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CrossAmerica Partners Allentown, United States_**CrossAmerica Partners LP is a leading U.S. wholesale distributor of motor fuels, operator of convenience stores, and owner/lessee of real estate used in the retail distribution of motor fuels. With a geographic footprint of 34 states, CrossAmerica Partners distributes branded/ ...
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Payroll Administrator,
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Diocese of Allentown Allentown, United States**DIOCESE OF ALLENTOWN** · - Administrative - Finance_ · Position Description · The mission of the Diocese of Allentown is: "A Roman Catholic family of faith, centered in the Holy Eucharist, faithful to the Church's teachings, bringing the Light of Christ to each other and to our ...
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Benefits Associate Ii
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PPL Corporation Allentown, United StatesCompany Summary Statement : As one of the largest investor-owned utility companies in the United States, PPL Corporation (NYSE: PPL), is committed to creating long-term, sustainable value for our 3.5 million customers, our shareowners and the communities we serve. Our high-perfor ...
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Human Resources Coordinator
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COUNTY OF LEHIGH PENNSYLVANIA Allentown, United States**_Cedarbrook Senior Care & Rehab is seeking a Full-time HR Coordinator for it's Allentown Location._** · Human Resources leader at a County nursing home: · (Full job description upon interview) · - Administratively run a County nursing home Human Resources Department under direc ...
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Business Office Assistant
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Major Account Manager-hospital
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Stericycle Inc Allentown, United States**Major Account Manager Hospital**: · **About Us**: · Stericycle is a U.S. based business-to-business services company and leading provider of compliance-based solutions that protects people and brands, promotes health and well-being, and safeguards the environment. Since our fou ...
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Accountant
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Precison Roll Grinders Allentown, United States**Job Summary**: · - **Duties/Responsibilities**:_ · - Perform general accounting, cost accounting, and related duties for the organization. · - Reconcile cash disbursement accounts, payroll, customer accounts, and other financial accounts. · - Manage the reconciliation of invent ...
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Client Care Specialist-k-12 Education
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Sapphire Software Allentown, United StatesAre you passionate about wanting to help others? Do you want to have a positive impact on a child's life? Then SapphireK12 is looking for you to join our Sapphire Family of highly skilled and dedicated employees. · For over 20 Years SapphireK12 Inc. has been the leading administr ...
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Administrative Assistant
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The Pidcock Company Allentown, United StatesThe **Administrative Assistant **performs comprehensive support activities for multiple engineers. Duties include word processing, creating spreadsheets, electronic filing, engineering report creation and tracking. Strong software, computer and communication skills are vital to t ...
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Administrative Assistant
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L&W Supply Corporation Allentown, United StatesL&W Supply is a leading specialty distributor of drywall, ceiling tiles, steel framing and other building materials used by commercial and residential contractors. L&W Supply delivers the products and capabilities offered by a national distributor paired with the service and pers ...
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Database Administrator
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Precision Roll Grinders, Inc. Allentown, United StatesSeeking dedicated individuals for an in-person position, Monday through Friday, from 8:30 A.M. to 5:00 P.M at our Allentown, PA corporate headquarters. Remote work not available. Join our team and contribute to our vibrant workplace culture · Working for Precision Roll Grinders m ...
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Accounting Associate
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DLP Capital Allentown, United StatesThe **Accounting Associate** is responsible for the accurate and timely payment of all invoices. Working in tandem with staff accountants, they ensure accurate coding of invoices and maintain proper documentation for vendor files. The Accounting Associate also organizes records a ...
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Commercial Account Specialist
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TruGreen Limited Partnership Allentown, United States100760 · 764 Roble Rd, Allentown, Pennsylvania 18109 · TruGreen is committed to providing personalized attention for our associates. We focus on developing our people by building proud, dynamic teams while helping associates reach their personal and professional goals. We continu ...
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Allergy Territory Account Specialist
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Novartis Allentown, United States**About the Role**: · Allergy Territory Account Specialist - Allentown, PA - Remote · This is a field-based and remote opportunity. · Novartis is more than an organization. It is a thriving community where talented people can truly belong. Working closely and collaboratively, we ...
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Office Manager
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SERVPRO of Columbia, Montour & Sullivan Counties Allentown, United States**Benefits**: · - Competitive salary · - Dental insurance · - Health insurance · - Paid time off · - Vision insurance · SERVPRO of Upper Bucks, NW Hunterdon County Office Manager · Do you love working with people and educating them? Do you want to be a leader in a great company? ...
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Executive Personal Assistant
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Massmutual - Gregory Rovinski Team Allentown, United StatesExecutive Personal Assistant / Client Relations · We are seeking an entry level part-time hours) administrative assistant for a small team of financial advisors and support staff. We are a small partnership of financial advisors whose practice focuses on financial planning and we ...
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Medical Receptionist
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Lehigh Valley Imaging, LLC Allentown, United StatesJob Summary: · We are seeking a detail-oriented Medical Receptionist to join our outpatient imaging facility. The position is full-time Monday through Friday with Saturday rotation. Hours are Mon-Thurs 11:30 am - 8:00 pm, Fri 9:00 am - 5:30 pm and Saturday rotation 8:00 am - 4:00 ...
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Court Monitor
1 week ago
COUNTY OF LEHIGH PENNSYLVANIA Allentown, United States**COURT MONITOR** · **COURT ADMINISTRATION** · **Wage Type**:Salary Range · **Rate**:$48,402.00 TO $68,765.00 · **Status**:Full Time · **GENERAL DEFINITION**: · This is electronic recording work at the full performance level, taking verbatim accounts of judicial proceedings. A po ...
Client Account Administrator - Allentown, United States - Gallagher Group
Description
Job Description
Job DescriptionResponsibilitiesIdentify correspondence from carriers via mail or Document Retrieval and determine if further action is needed:
o Premium confirmations, lapse notices, late notices (follow up and determine appropriate action)
o Check and file/scan/index confirmations for Variable Universal Life, Indexed UniversalLife, Premiums, policy changes etc.
Process premium checks & maintain premium check logs
Monthly Cash Value ordering, follow up and distributing to service representative
Policy Delete process
Scan/Index policy statements
M Financial Compliance - upload weekly scan of correspondence and complete & submit weekly journals
Split dollar spreadsheets/illustrations under service representative's instructions
Process Indexed Universal Life/ Variable Universal Life changes under ServiceRepresentative's instructions
Assist Service Representatives with tasks, including but not limited to; obtaining up to date forms, completing forms, mailing or emailing to client/carriers, obtaining confirmations, address changes, policy changes, premium invoices/reminders, monthly ticklers and updating internal systems
Run inforce illustrations and order from carriers when we cannot run or didn't write the policy
Inforce review cover sheets and/or insurance summaries for policy reviews
Smart Office Technician, update and maintain CRM/Client data base, monthly data feed administration, run monthly tickler report and premium check log report
General Office Responsibilities
Scanning, copying, mailing, faxing and filing paperwork
Collaborate with advisor prior to meetings to determine what deliverables are required
Prepare client ready presentations – both electronic and hard copies
Streamline processes by creating templates/spreadsheets to maximize efficiency of workload
Schedule appointments, events, and travel arrangements for the company
Maintain our CRM system (Smart Office) – Input new clients, prospects, etc. and make sure to keep information up to date and accurate
Send out mass email correspondences using Constant Contact
Drafting meeting notes from advisor dictations
Complete back-up duties as assigned, such as phone, mail etc.
Support general administrative needs as necessary