Annuities Representative (New Business) jobs in Kalamazoo, MI

Annuities Representative (New Business) is responsible for the annuities application process. Assists applicants and checks forms for completeness and accuracy. Being an Annuities Representative (New Business) ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Reviews all fund transfers such as tax-free fund transfers, direct transfers and direct rollovers for completeness and compliance. Additionally, Annuities Representative (New Business) is responsible for responding to inquiries from clients, agents, financial institutions and internal departments. May require a bachelor's degree or its equivalent. Typically reports to a supervisor or manager. Requires National Association of Securities Dealers (NASD) license. The Annuities Representative (New Business) works on projects/matters of limited complexity in a support role. Work is closely managed. To be an Annuities Representative (New Business) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

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Business Development Representative
  • Neuropsychiatric Hospitals
  • Kalamazoo, MI FULL_TIME
  • About Us

    HEALING THE BODY AND MIND Founded fifteen (15) years ago, Neuropsychiatric Hospitals is the largest hospital system in the nation providing care to patients with both neurological and medical needs. We are unique in that we serve a population which others have been previously been unable to, largely due the patient’s underlying medial issues. Our facilities throughout the nation maintain an inter-disciplinary focus using a multi-specialty approach for both neuropsychiatric and complex medical care issues. This proven approach provides unrivaled quality care for all of our patients. We have multiple locations throughout the United States and are continuing to add locations to ensure better access to our unique model of care.

    Overview

    NeuroPsychiatric Hospitals, the nation’s largest provider of innovative Behavioral Medical Healthcare, is looking for an Outreach Manager who wants to make a difference in the lives of individuals needing specialized psychiatric and medical treatment.  This is an exciting opportunity for an RN or social worker to be part of a growing team. 

     

    Benefits of joining NPH

    • Competitive pay rates
    • Medical, Dental, and Vision Insurance
    • NPH 401(k) plan with up to 4% Company match
    • Employee Assistance Program (EAP) Programs
    • Generous PTO and Time Off Policy
    • Special tuition offers through Capella University
    • Work/life balance with great professional growth opportunities
    • Employee Discounts through LifeMart

    Responsibilities

    • Identifies candidates and potential clients.
    • Performs telephone preadmission screening and clinical assessment. These services may be provided in institutional, residential, out-patient and community settings.  These settings can include, but are not limited to, facilities for acute care, rehabilitation and skilled nursing, nursing homes, residential or day care facilities, or private residences.
    • Provides recommendations as to appropriate levels of care.
    • Coordinates with Outreach Managers the patient admission process.
    • Educates clients, family members or significant others, referral sources, hospital personnel, external payers, and external case managers as to rehabilitation program benefits and services.
    • Works as the outreach case manager with the internal and external case management team to provide a cost-effective plan for each client.
    • Assists with pre-certification by providing a plan of care and participating in external payer negotiations.
    • Provides positive customer relations in dealing with patients, families, physicians, fellow department employees, other hospital departments, referral resources, service agencies, and others.
    • Provide backup services for incoming assessment and referral calls.
    • Develops relationships with referral sources. Educates discharge planners, physicians and others of inpatient criteria.
    • Prepares and submits activity reports.
    • Provides information necessary to facilitate referrals and subsequent admissions to outside sources.
    • Provides outcome data to appropriate personnel within the hospital and to required physicians and their offices.
    • Negotiates approval for a client’s stay through effective communication with hospital personnel and physicians.
    • Assists, as needed, with discharge planning for patients and families, determining which hospital or community resources should be included in the patients’ discharge plan, and requesting the determination of level of patient care for after care placement.
    • Meets with inpatients to assess psychological status. Communicates with facilities and families to report patient progress, needs, concerns, and potential and actual problems.
    • Works closely with all members of the health care team in development of plan of treatment, including discharge plans, based on psychosocial assessment and accepted intervention. Facilities comprehensive discharge plan at time of initial evaluation based on age, diagnosis, cultural background, support system and functional strengths and limitations.
    • Provides patient and family/ caregiver education in response to the identified needs of the patient and family/ caregiver. Involves the patient and family/ caregiver to ensure accurate gathering of demographic and/ or medical history.
    • Functions as a member of a multidisciplinary case management team as needed.
    • Maintains knowledge of current trends and developments in the field by reading appropriate books; journals and other literature and attending related seminars, conferences, etc.

    Qualifications

    Education: Associate degree required, Bachelor’s degree preferred.  

    License: Currently licensed in the State of as an RN or LVN. Will also consider a Licensed or Master's Social Worker.

    Experience: Prefer one year of nursing experience or social work.  Prefer experience marketing, community relations, and discharge.#INDEEDHIGH

  • 27 Days Ago

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Business Development Representative (Call Center)
  • Metro Toyota
  • Kalamazoo, MI FULL_TIME
  • REPORTS TO: Marketing DirectorPOSITION TYPE: Full-timePAY: $13.00 hourly base plus commission ($40,000 annually)We are seeking candidates with a positive, upbeat personality who will work well both in...
  • 2 Days Ago

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SAP IM/ERP
  • Sierra Business Solutions
  • Portage, MI CONTRACTOR
  • Hi, Hope you are doing well. Please send me your resume for below requirement, if you have any references or friend then please do let me know Role:- SAP IM/ERP Location:- Portage MI and Allendale, NJ...
  • 18 Days Ago

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Landscape Sales & Design
  • Business Resources One
  • Kalamazoo, MI FULL_TIME
  • Landscape Sales & Design The Landscape Sales & Design Professional plays a critical role in differentiating the company from its competition and in achieving its sales objectives. The client facing La...
  • 21 Days Ago

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SAP BODS Consultant
  • Sierra Business Solutions
  • Portage, MI CONTRACTOR
  • Hi, Hope you are doing well. Please send me your resume for below requirement, if you have any references or friend then please do let me know Role:- SAP BODS Location:- Portage MI - Michigan Duration...
  • 22 Days Ago

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Material handler
  • iMPact Business Group
  • Kalamazoo, MI FULL_TIME
  • Our client, a Global Leader in the Medical Device Industry has an immediate opening for a Material Handler for a 12 month Contract . Our client offers results-driven people a place where they can make...
  • 2 Months Ago

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0 Annuities Representative (New Business) jobs found in Kalamazoo, MI area

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Route Sales Representative
  • Schwan's Home Delivery
  • Byron Center, MI
  • As a Route Sales Representative, you have the opportunity to drive the iconic yellow truck. You sell and deliver frozen ...
  • 4/16/2024 12:00:00 AM

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In-Home Sales Representative
  • Pella of West Michigan
  • Kalamazoo, MI
  • Pella Windows and Doors by Horne is looking to add money-motivated, talented sales individuals to our highly successful ...
  • 4/16/2024 12:00:00 AM

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Sales Representative - Remote
  • InsuraTec Services Group
  • Kalamazoo, MI
  • Sales Representative - Remote Company: InsuraTec Services Group Location: Remote About Us: InsuraTec Services Group is a...
  • 4/16/2024 12:00:00 AM

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Associate Sales Representative
  • Depatie Fluid Power Company
  • Portage, MI
  • Responsible for the development and performance of all sales activities within an assigned geographic territory. Establi...
  • 4/16/2024 12:00:00 AM

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Sales Representative
  • SPECTRUM
  • Portage, MI
  • JOB SUMMARY Connect people and communities by offering best-in-class telecommunication services through door-to-door sol...
  • 4/15/2024 12:00:00 AM

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Business Development Representative
  • Industry Recruiter
  • Kalamazoo, MI
  • Job Description Job Description Opportunity for talented salesperson seeking next challenge. You have prior success sell...
  • 4/14/2024 12:00:00 AM

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Territory Sales Representative
  • Domestic Uniform Rental
  • Kalamazoo, MI
  • Job Description Job Description Outside Sales Representative We are looking for an enthusiastic Outside Sales Representa...
  • 4/12/2024 12:00:00 AM

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Route Sales Representative
  • Schwan's Home Delivery
  • Byron Center, MI
  • As a Route Sales Representative, you have the opportunity to drive the iconic yellow truck. You sell and deliver frozen ...
  • 3/14/2024 12:00:00 AM

Most of Kalamazoo is on the southwest bank of a major bend in the Kalamazoo River, with a small portion, about 2.8 square miles (7.3 km2), on the opposite bank. Several small tributaries of the Kalamazoo River, including Arcadia Creek and Portage Creek, wind through the city. The northeastern portion of Kalamazoo sits in the broad, flat Kalamazoo Valley, while the western portions of Kalamazoo climb into low hills to the west and south. Several small lakes are found throughout the area. According to the United States Census Bureau, Kalamazoo has a total area of 25.11 square miles (65.03 km2), ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$43,510 to $53,839
Kalamazoo, Michigan area prices
were up 1.3% from a year ago