Job Search Results for financial services

The Patient Access Representative serves as a critical first point of contact for patients presenting to the Emergency Department (ED). This role is responsible for accurate patient registration,... More insurance verification, and financial intake while providing compassionate, efficient service in a fast-paced, high-acuity environment. The representative will be cross-trained across multiple functional areas to support ED operations and ensure a seamless patient experience.Day-to-Day Responsibilities- Perform patient registration for the Emergency Department, ensuring accuracy and compliance with hospital policies- Cross-train and rotate across four key ED areas, including:Insurance verification podAmbulance bay intakeMain admissionsBedside registration in hallways and patient rooms- Verify patient insurance coverage and eligibility by contacting insurance carriers directly- Collect and review required patient documentation and consent forms- Accurately enter and update patient demographic information in the system- Collect copays and other point-of-service payments in accordance with hospital financial policies- Maintain professionalism, empathy, and discretion when interacting with patients, families, and clinical staff- Collaborate closely with nursing, clinical, and administrative teams to support patient flow and timely careWork Environment- Fast-paced Emergency Department setting- Frequent interaction with patients in urgent or high-stress situations- Requires flexibility, adaptability, and strong attention to detailWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

An employer is looking for a Patient Access Supervisor in a contact center environment specifically overseeing Neurology, Pituitary, and Neurosurgery specialties. The Supervisor will lead a team of... More ~23 agents supporting neuroscience patient access functions, including scheduling support, insurance verification, and financial clearance. This role requires a highly independent leader capable of managing operations without direct managerial oversight.?Key ResponsibilitiesTeam Leadership (40%)? Directly manage and support a team of ~23 agents? Monitor performance, productivity, and engagement? Coach, develop, and address performance issues? Foster a positive, accountable team culture?Resource Management (20%)? Manage staffing levels and coverage? Oversee inventory, equipment, and access needs? Track FTE allocation and workforce planning? Submit and manage service tickets and internal requests?Operations & Quality (30%)? Oversee daily call center/patient access operations? Ensure adherence to workflows and quality standards? Partner on QA initiatives and performance metrics? Identify and resolve operational issues proactively?Special Projects (10%)? Support departmental initiatives and growth projects? Assist with process improvements and system enhancements? Participate in cross-functional collaborationWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is seeking Senior QA Analysts to support a large-scale cloud and AI-enabled transformation within a major financial services organization. These roles sit within Agile pods, focusing... More on validating cloud-based platforms, automated workflows, and AI-supported solutions built on the Microsoft Azure ecosystem.The ideal candidate has strong experience in QA strategy, test automation, and data validation, with exposure to AI-driven applications and modern DevOps practices. This role is hybrid onsite in Downtown TorontoKey Responsibilities- Develop and execute test strategies for cloud-based and AI-enabled applications- Perform functional, integration, and regression testing across Azure platforms- Build and maintain automation frameworks to support continuous testing- Validate AI-supported features, including RAG-based solutions, for accuracy and reliability- Collaborate with developers, product owners, and DevOps teams within Agile pods- Support CI/CD pipelines using Azure DevOps and GitHub- Document test cases, defects, and QA best practicesWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

An oncology provider in Tucson, AZ is looking to hire a dynamic, patient-centered Surgery Scheduler to join their exceptional team. You will see up to 80 patients a day (40 in the morning/ 40 in the... More afternoon). You will be responsible for answering all incoming calls, assessing the caller's needs and directing them to the appropriate person. You will schedule new patients, patient referrals, and returning patients in their computer system. You will need to be extremely organized as you will be canceling and rescheduling appointments according to physician schedule changes; notify appropriate clinic personnel. You will obtain and enter all insurance authorization, and correspondence relating to referrals in patients' charts and/or electronic medical records (EMR). You will arrange for patients to have financial counseling as needed. You will also facilitate communication with patients about surgeries or tests being scheduled and potential prep work needed, inquiring about test specifics from necessary parties and gathering patient information as needed. You will be responsible for follow-up on pre-operative tests to ensure the patient is cleared for surgical procedure and communicate with the physician and patient if further testing is required prior to surgery. It is important that you are empathic when speaking with patients. You will need to be able to handle multiple demands, shift priorities, and demonstrate flexibility.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

An Oncology provider in El Paso, TX is seeking a Patient Scheduler to join their team. In this role, you will be responsible for checking out patients, scheduling their next appointments, and... More potentially covering the check-in desk. You will work closely with the front desk staff to ensure smooth and efficient patient flow. Your key responsibilities will include scheduling office visits, diagnostic appointments, infusion therapy and lab work appointments, reviewing provider orders in the EMR, and scheduling 70-80 appointments per day. Additionally, you will assist patients with cost inquiries, refer them to financial counselors when necessary, identify scenarios requiring referrals, and collect co-pays and deductibles. This position requires experience in a healthcare setting, familiarity with EMR systems, strong communication and interpersonal skills, and excellent organizational abilities. You will thrive in a fast-paced oncology healthcare environment, collaborating with a dedicated team focused on patient care and efficiency.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

The Advanced Planning Consultant services as a financial planning expert to Advisors in developing financial plans. You will partner with Advisors at all levels of experience to ensure that clients... More receive holistic plans which provide an accurate analysis of their current financial situation, an assessment of risk and opportunities, and strategic options to enhance client outcomes. This role serves as a subject matter expert on the financial planning process, plan development and case design, and selection of financial products. This candidate will need expert knowledge of financial planning concepts:-Retirement Income Planning Strategies- Retirement income sources and income taxation-IRA and Qualified Retirement Plan features benefits, distribution option and taxation rules -Strategies for generating tax-efficient income to meet spending needs in retirement, accounting for pensions, annuities, investments and other sources -Social Security and Medicare Planning -Military and Federal Employee Benefits- Retirement planning and survivorship considerations -Long-term care planning and strategies -Survivorship and Estate PlanningWe are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Insight Global is looking for a Salesforce Business Systems Analyst to gather and translate business requirements into scalable Salesforce Financial Services Cloud solutions. The role involves... More running workshops with advisory, operations, compliance, and branch teams to map current and future-state processes and identify gaps. You will configure Salesforce? including flows, validation rules, and layouts?while supporting data readiness, integrations, and quality checks. The analyst will also build and execute SIT, UAT, and regression testing, managing defects and ensuring smooth deployments and post-go-live stabilization. Finally, the role supports training, documentation, and continuous process-improvement initiatives across the organization.We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is seeking an Internal Auditor to support one of its large financial services clients within the Internal Audit ? Compliance & Legal function. This role will focus on executing audits... More related to regulatory and compliance areas such as FCC, AML, KYC, and related financial-crime and regulatory frameworks. The auditor will participate in stakeholder walkthroughs, gather and evaluate audit evidence, perform control design assessments, and execute control effectiveness testing. Findings and supporting workpapers will be documented and submitted to audit leadership for review. This position is onsite five days per week, Monday?Friday, 8:00 AM?5:00 PM.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

One of Insight Globals largest financial institution clients is looking to hire two Team Leads to support voluntary corporate actions team, specifically within Latin America, Canada, and their DTC... More group. This candidate will fall under the Alternative Investment Services organization reporting to the VP of the Portfolio Services team. The main responsibility and requirement for this candidate is to manage/be responsible for the voluntary corporate actions workflow. Focus points within voluntary will be response and instruction, payments, and post payment responses. They will take client responses and ensure that they make it to market accurate and one time to meet all outlined deadlines while also supporting all team analysts. This team typically deals with 20-30 events per day utilizing DTC and SWIFT to process any actions. Manages all initiatives of the team and aligns team resources accordingly to complete client requests. Serves as first line supervisor for assignment of tasks and resolution of issues. Supports and completes client inquiries and requests. Resolves complex, escalated issues from subordinate staff. Directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a teamWe are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Insight Global is seeking hands-on AI Engineers/Developers with a background in Azure AI Foundry / GenAI Application Development to support AI initiatives for a financial services client. This role... More is not a general software developer position and is not for candidates with only theoretical AI exposure or light GenAI enablement. The team is focused on delivering real, production-grade AI applications, leveraging Azure AI Foundry and Retrieval-Augmented Generation (RAG) patterns. Candidates must have recent, hands-on experience building GenAI applications, not just consuming APIs or adding AI features to existing apps. Banking or financial services experience is beneficial, and Wealth Management domain expertise is a plus, but not required. Key Responsibilities- Design and build production GenAI applications using Azure AI Foundry- Develop and deploy RAG-based AI solutions (document ingestion, embeddings, vector search, orchestration)- Implement end-to-end AI workflows, including prompt design, grounding, evaluation, and monitoring- Integrate LLM-driven capabilities into enterprise applications using Azure-native services- Partner with architecture, product, and business teams on pure AI use cases- Support scaling, optimization, and operationalization of AI applications in AzureWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less