Client Worker Relationship Example Jobs in Usa

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.

Job responsibilities:

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, , and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Required qualifications, capabilities, and skills:

• 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
• Ability to create memorable experiences for our clients elevate the client experience.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
• Ability to quickly and effectively resolve client issues with attention to detail providing consistent client experience.
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
• High school degree, GED, or foreign equivalent.
• The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
• Ability to work branch hours including weekends and some evenings.

Preferred qualifications, capabilities, and skills:

• College degree or military equivalent.
• Experience adhering to banking policies, procedures, and regulatory requirements.

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at http:///SAFE/Pages/default.

Summary

If you're early in your career and looking for a role where you can grow quickly, earn well, and work with wonderful people - this is an excellent opportunity. The Client Relationship Manager is not a traditional sales job. Instead, you’ll focus on building relationships, guiding people through agreements, and helping both property owners and developer partners reach win‑win outcomes.

You’ll join a company known for its fun culture, strong support system, and hands‑on training, along with a base salary + bonus structure and competitive benefits (Health, Dental, 401k). The hybrid schedule in Greenville, SC gives you flexibility while still staying connected to a collaborative team.

What You’ll Do

• Serve as the main point of contact between property owners and development partners.
• Help guide owners through their agreement process, explaining key terms and addressing questions.
• Support negotiations by working with attorneys, accountants, and third‑party advisors.
• Keep everything organized using the company’s internal systems—documenting activities, updating workflows, and assisting with reporting.
• Represent the company professionally while building trust and long-term relationships.

Who This Role Is Perfect For

• New grads or early‑career professionals who love working with people.
• Someone who enjoys problem-solving, listening, and helping others understand complex topics.
• A strong communicator who can simplify information.
• A driven, results‑oriented person who wants to grow their career and take on more responsibility over time.
• Someone excited by significant variable earning potential

What Helps You Succeed

• Bachelor’s degree in business, communications, or similar (preferred, not required).
• 1+ year of experience in client support, relationship management, deal‑making, account management, customer service, events or a similar role.
• Experience in real estate, energy, agriculture, or related fields is helpful but absolutely not required.
• Strong communication, relationship-building, negotiation, and organizational skills.
• High integrity, collaborative mindset, and a passion for helping people.
• Ability to juggle multiple priorities in a fast-paced environment.

About The Company:

Private Client Select Insurance Services (PCSIS), is an independent managing general underwriter (MGU) majority owned by Stone Point Capital. Private Client Select Insurance Services protects the lifestyles and legacies of the most successful individuals across the U.S by providing robust risk management solutions and comprehensive coverage to preserve high-value assets. We understand their passions and are committed to preserving the lifestyle they built.

PCS employs approximately 420 staff members. The company has offices in New York, NY; Schaumburg, IL; and St. Petersburg, FL. PCS has a geographically diverse workforce and supports hybrid and remote business-based flexibility.

Job Summary:

The Strategic Relationship Manager will report directly to the Distribution Relationship Leader and will be responsible for overseeing and driving the growth, strategy, and performance of PCS insurance distribution partners. This role will strengthen broker and agency partnerships and ensure the delivery of tailored insurance solutions that protect the lifestyle and assets of HNW individuals. The successful candidate is an effective communicator who can align and influence internal and external stakeholders while building trust and commitment for PCS.

Key Responsibilities:

Strategic Relationship Management

• Contribute to the ongoing communication of the underwriting strategy, including large account targets to deliver growth and profitability to maximize distribution value.
• Execution of broker plans, benchmark wealth segments, monitor top producer progress to capitalize on growth opportunities.
• Monitor industry trends and competitive landscape to inform strategic decisions.

Partnership Management

• Build and maintain relationships with assigned brokers, agents, and distributors who specialize in HNW clientele.
• Identify distribution partners that align with PCS large account strategy and product offerings.

Sales Enablement

• Provide training and resources to ensure distributors understand the unique aspects of PCS HNW insurance products.

Client-Centric Solutions

• Collaborate with underwriting and clients to tailor offerings and unique insurance solutions.

Performance Management

• Monitor overall production of account pipeline, activity, prospects and customer acquisition through pipeline reporting and Salesforce application.
• Regularly review channel performance against growth objectives.

Additional Responsibilities:

• Work in collaboration with the Distribution Relationship Leader and other Field stakeholders on annual budgeting process.
• Collaborate with National Distribution Leader and Large Account Leader and Underwriting to generate and expand new and existing business opportunities.

Qualifications:

Experience

• 5+ years in personal insurance, with at least 2 years focusing on HNW client distribution.
• Proven track record of achieving sales and growth targets.

Skills

• Strong understanding of HNW client needs and luxury asset protection.
• Exceptional relationship-building and negotiation skills.
• Highly skilled in strategic development, business building, and project execution, with a proven ability to deliver key programs on time.
• Remarkable communication skills, including the ability to develop and present clear and concise analysis and recommendations to internal and external stakeholders.
• Keen business acumen and proven ability to dissect complex business issues, perform research and analysis and synthesize conclusions into a value-maximizing strategy.
• Applicants must be legally authorized to work in the United States and must not require employment-based visa sponsorship now or in the future.

Equal Employment Opportunity Policy:

PCS values and is fully committed to diversity and inclusion. It is the policy of PCS not to discriminate against any applicant for employment, or any employee because of age, color, sex, disability, nation of origin, race, religion, sexual orientation, gender identity, or veteran status.

City of Kirkland

$105,122.98 - $122,830.27 Annually

Kirkland, WA

Full-Time

202100752

Fire - Mobile Integrated Health Program

03/04/2026

Exempt

AFSCME

The City of Kirkland's Fire Department is seeking to hire a Case Worker I for the Mobile Integrated Health (MIH) division!

Why Kirkland?

Ranked as one of the most livable cities in America, Kirkland is an attractive and inviting place to live, work, and visit. We have big city vision while maintaining a small-town, community feel. If you are a candidate with the desire to join an organization looking to innovate into the future, the City of Kirkland is the place for you!

If you ask our employees why they love where they work, they will tell you about the great people, work environment, supportive leadership and City Council, and fearless innovation.

We also invest in you!

Competitive Wages: We strive to maintain competitive compensation packages and work to provide wages that meet the knowledge, skills, and abilities of our employees.

Awesome benefits: The City offers benefits that are unmatched by most other employers. Please click on the benefits tab above to view more details.

Childcare Programs: To help address the challenge of reliable childcare, the City of Kirkland has agreements with two local childcare providers that offer discounted rates for our employees at 10 locations within 20 miles of Kirkland. Learn more!

Training and Career Development: The City of Kirkland believes in developing it's employees. You will have access to training opportunities designed for career development and advancement based on your position, skills, and interests.

Job Summary

• Follows up with clients and makes in-home visits to meet, interview, and assess residents after an initial encounter, referral, or response at the request of Police, Fire, or other authorized entities. Conducts biopsychosocial assessments when needed.
• Serves as one of the Department's subject matter experts on social and human services.
• Establishes and maintains relationships with outside agencies who are partners in the effort to guide 911 callers towards appropriate medical and social services.
• Participates in the development of the Department's performance metrics, tracking, and referrals related to the Mobile Integrated Health team.
• Promotes best practices in treatment approaches, support systems, and interventions through trainings that support clinical competency, culturally relevant practices, and use of appropriate technologies.
• Works with adult family homes, assisted living facilities, group homes, skilled nursing facilities and other care facilities to improve client outcomes.
• Works with City personnel who encounter and refer vulnerable individuals in need of assistance in their care, safety, mental or physical health issues.
• Keeps timely and organized progress notes on individuals enrolled for services.
• Uses clinical experience and expertise to inform evaluation, case management, coaching, and advocacy decisions with clients referred to MIH.
• Monitors and finds solutions for callers who are deemed "high users" of the 911 system.
• Provides proactive leadership to foster understanding and teamwork in the area of community response.
• Fosters a positive and supportive work environment; promotes diversity, equity, inclusion, and belonging in the workplace, contributing to an environment of respectful living and working in a multicultural society.
• Completes and maintains training requirements as established by the Department.

• Performs functions as assigned in the City's emergency response plan in the event of an emergency.

• Skilled in tracking client progress outcomes and use of data systems for case management and outcome tracking.
• Knowledge of HIPPA and RCW's and other laws related to the maintenance, retention, and confidentiality of patient records.
• Skilled in applying a trauma-informed care approach with people of diverse backgrounds.
• Knowledge of the principles of behavior and motivation.
• Knowledge of community health, housing, financial, and behavioral health resources and criteria for providing services.
• Knowledge of local, state, and federal social service programs and eligibility criteria, including Veteran-specific programs, Medicare and Medicaid.
• Knowledge of Microsoft Office Suite (including Word, Excel, Outlook) or similar programs.
• Knowledge of business letter writing, email communications, and report preparation.
• Understanding of regional programs and initiatives, including partnerships and inter-agency cooperation with other public and private agencies in the region such as MIH in King County and the Regional Crisis Response (RCR) Agency.
• Ability to exercise good judgment and assume responsibility for decisions, consequences, and results having an impact on people, the organization, and quality of service within the assigned area.
• Ability to effectively handle confidential, delicate, and sensitive issues, using tact and diplomacy.
• Excellent interpersonal skills, including the ability to effectively communicate and build and maintain effective team relationships with employees, public officials, and diverse populations.
• Ability to communicate clearly and concisely, both verbally and in writing.
• Ability to maintain and project a calm, informational, and persuasive demeanor in stressful situations.
• Ability to establish and maintain productive professional relationships with City of Kirkland staff, MIH program partners, RCR Agency affiliates, and other community partners.
• Ability to meet the expectations and requirements of internal and external stakeholders; obtain first-hand information and use it for improvements in services; act with community in mind; establish and maintain effective relationships and gain trust and respect.
• Value Diversity, Equity, Inclusion, and Belonging. Understand and support equity and inclusion in policies and practices; work effectively with people from diverse backgrounds, perspectives and lived experience; inspire and encourage fair treatment.

Minimum Qualifications:

• Education: Master's degree in social work, sociology, psychology, human development, or other related field or Associate's license as a social worker, mental health counselor, or marriage and family therapist as defined by WAC 246-809.
• Experience: 1 year of paid experience in a health care setting, including public health or behavioral health.
• Or: In place of the above requirements, the incumbent may possess any combination of relevant education and experience which would demonstrate the individual's knowledge, skill, and ability to proficiently perform the essential duties and responsibilities listed above.

• Must have a valid Washington State Driver's license with 30 days of hire, and ability to remain insurable under the City's insurance to operate motor vehicles.
• Experience working with public safety entities preferred.

Physical Demands and Working Environment:
Must be physically capable of effectively using and operating various items of office related equipment, such as, but not limited to, a personal computer, tablet computer, calculator, copier, scanner and fax machine. Must be able to safely operate a city vehicle.
Must be physically capable of lifting, walking, moving, carrying, climbing, bending, kneeling, crawling, reaching, handling, sitting, standing, pushing, and pulling. Will navigate rugged terrains and unsanitary public places, homes, and shelters. Ability to carry, don, and doff personal and safety equipment during community response, including N95 mask and eye protection.
Work involves contact with individuals and clients who may be experiencing housing insecurity. The incumbent may be exposed to repeated emotionally disturbing situations, high-stress dynamic situations, hostile and/or aggressive behaviors, which could present a personal risk of harm. Work may require visits to jails and out-of-town locations, emergency rooms, and other medical facilities. May include exposure to bloodborne pathogens or other potentially infectious material (OPIM).
This position encounters foot hazards as defined by the WAC, which may include any of the following: falling objects, rolling objects, piercing/cutting injuries, or electrical hazards.

Selection Process

Position requires a resume and cover letter for consideration of application. Please note how you meet minimum qualifications within the cover letter. Applicants who are selected for next steps in the hiring process will be invited by phone or e-mail. Candidates are encouraged to apply at the earliest possible date as screening, interviewing, and hiring decisions will be made through the recruitment period, until such time as the vacancy is filled.

The City of Kirkland is a welcoming community where every person can thrive and grow. We value diversity, inclusion, belonging, and work together to support our community. We do this by solving problems, focusing on the customer, and respecting all people who come into the City whether to visit, live, or work. As an Equal Opportunity Employer, we are committed to creating a workforce that does not discriminate on the basis of race, sex, age, color, sexual orientation, religion, national origin, marital status, genetic information, veteran status, disability, or any other basis prohibited by federal, state or local law. We encourage qualified applicants of all backgrounds and identities to apply to our job postings. Persons with a disability who need reasonable accommodations in the application or testing process, or those needing this announcement in an alternative format, may call or Telecommunications Device for the Deaf 711.

Description

The Commercial Relationship Manager is responsible for managing and growing a portfolio of business clients by delivering customized financial solutions. This role involves developing new business opportunities, maintaining strong client relationships (includes collection efforts), and ensuring the profitability and credit quality of the portfolio. Title of Officer, AVP, or VP will commensurate with experience

Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.

KEY RESPONSIBILITIES

Client Relationship Management

• Serve as the primary point of contact for a portfolio of commercial clients.
• Build and maintain long-term relationships with business owners, CEO/President, CFOs, and other key decision-makers.
• Conduct regular client reviews to assess financial needs and satisfaction.

Credit and Lending

• Analyze financial statements and assess creditworthiness of clients.
• Structure and negotiate commercial loans and credit facilities.
• Work with credit analyst to assist with the underwriting of credit proposal.
• Approves loans within specified limits or present loans to loan committee for approval.

Portfolio Management

• Monitor portfolio performance, including loan covenants, renewals, and risk ratings.
• Identify and mitigate potential risks within the portfolio.
• Ensure compliance with internal policies and regulatory requirements.

Business Development

• Identify and pursue new business opportunities through networking, referrals, and market research.
• Actively promote products and services and refer existing and potential customers to Treasury Management, Private Banking, and Wealth and Asset Management.
• Collaborate with product specialists to deliver comprehensive financial solutions.

Internal Collaboration

• Work closely with credit analysts, commercial services, and operations teams to ensure smooth onboarding and servicing of clients.
• Participate in team meetings.
• Ensures loan documents are complete and accurate according to policy.

ATTITUDES

Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:

• Respect - Demonstrate that the feelings and rights of others are valued
• Client Focus - The relationships built with customers/co-workers are top priority.
• Inclusion - Embrace one another's unique backgrounds, perspectives, beliefs and experiences that demonstrate and support a welcoming environment. Display an empathetic approach to interactions and promote a feeling of belonging among co-workers and clients alike.

BEHAVIORS

Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:

• Leadership - Influence toward the achievement of goals. Take a leadership role in projects, initiatives, processes, task and client relationships.
• Integrity - The degree to which being honest and having strong business ethics are practiced and to which they abide by company policies and procedures.
• Collaboration - Work with others to produce or create excellence.
• Volunteerism - Seek opportunities to support volunteerism in the local community, increase the bank's outreach, and cultivate new business.

COMPETENCIES

Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:

• Accountability - Maintain personal responsibility
• Innovation - Think outside the box for new and original ideas. Evaluate processes and recommend solutions to improve experience or efficiency
• Professionalism - Practice the skill, good judgment, attitude, and conduct characterized by a person in a business environment.

POSITION LEVEL(S) EXPECTATIONS

Title of Commercial Relationship Manager - Officer, AVP, VP or SVP is dependent on education level, years of experience and the areas listed below:

• Track record of business development and client acquisition
• Level of understanding of financial statements and risk assessment
• Familiarity with regulatory requirements and compliance standards
• Portfolio management
• Client relationship development
• Level of experience with structuring and negotiating loan terms

SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES

Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning.

Requirements

QUALIFICATIONS, EDUCATION, & EXPERIENCE

To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. Bachelor's degree (B.A.) from a four-year college or university; or related experience and/or training, or equivalent combination and experience. Two -ten+ years of experience in commercial banking, depending on level (Officer, AVP, VP, SVP). Successful completion of required background checks is required.

• LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
• TECHNOLOGY SKILLS: To perform this job successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. Successful completion of required background checks is required.
• MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. Apply mathematical fractions, percentages, ratios, and proportions to practical situations. Knowledge in reading and interpreting financial documents required.
• REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
• PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. May be required to lift 10 pounds in weight. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.

BENEFITS

• Medical, Dental, Vision & Life Insurance
• 401K with company match
• Paid Time Off & Recognized Holidays
• Leave policies
• Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
• Employee Assistance Program
• Employee Health & Wellness Program
• Special Loan and Deposit Rates
• Gradifi Student Loan Paydown Plan
• Rewards & Recognition Programs and much more!

Eligibility requirements apply.

CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.

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Geoff McDonald and Associates (“GMA”), an established law firm with offices in Richmond and Virginia Beach, VA, invites applications from seasoned attorneys to enhance our dynamic and expanding practice. We seek a candidate with proven experience in Workers' Compensation Law and a successful track record at hearings. The position is available in either our Richmond or Virginia Beach locations.

Qualifications:

• Active license to practice law in Virginia.

At Geoff McDonald & Associates (GMA), we take pride in our proactive, compassionate, and results-driven approach to client advocacy. Our attorneys are dedicated to securing the full compensation our clients deserve. Success at GMA requires integrity, teamwork, and a commitment to excellence in every aspect of your practice. We place a premium on upholding our core values and building lasting client relationships.

Key Responsibilities:

• Evaluate potential claims and conduct new client intakes.
• Communicate regularly with current and prospective clients.
• Advocate effectively before the Virginia Workers’ Compensation Commission.
• Lead depositions, mediations, settlement conferences, and evidentiary hearings.
• Maintain strong client relationships and satisfaction.

Ideal Candidate Attributes:

• Meticulous attention to detail and exceptional organizational skills.
• Strong written and verbal communication, with an empathetic understanding of how work injuries affect clients' lives.
• A drive for responsibility, personal growth, and achieving meaningful results—alongside excellent interpersonal skills.

At GMA, you’ll join a culture of innovation, excellence, and support. We invest in your professional and personal growth through advanced legal technology and case management systems that help you thrive. We offer a competitive salary (base + commission) and benefits package (employer-paid healthcare for employees (medical/dental/vision), life insurance, long term disability, paid parental leave, generous PTO policy, 11 paid Holidays annually, Safe Harbor 401(k), continuing legal education reimbursement and mentorship.

If you’re a mission and client service-driven attorney with the experience and mindset to make an impact, we’d love to hear from you.

Mass Injury Group – Boston, MA

Mass Injury Group is an established and growing personal injury and workers’ compensation law firm based in downtown Boston. We represent individuals who have been injured due to negligence or workplace accidents and are committed to delivering exceptional client service and results.

We are seeking an Associate Attorney to join our team immediately. The ideal candidate will have at least 2+ years of experience in personal injury and/or workers’ compensation, with a preference for candidates with personal injury litigation experience.

This role is ideal for an attorney who can take ownership of a full caseload, manage cases from intake through resolution, and contribute to the firm’s litigation efforts. Our attorneys are trusted to handle meaningful work, interact directly with clients, and play an active role in case strategy and resolution.

Responsibilities

• Manage a full caseload of personal injury and workers’ compensation matters from intake through settlement or trial
• Conduct client meetings and maintain consistent client communication
• Draft pleadings, motions, and discovery responses
• Handle depositions, court appearances, and conferences
• Prepare cases for mediation, arbitration, and trial
• Negotiate settlements with insurance carriers and defense counsel
• Collaborate with attorneys and staff to ensure efficient case progression

Qualifications

• Juris Doctor and admission to the Massachusetts Bar
• 2+ years of experience in personal injury and/or workers’ compensation
• Litigation experience preferred (court appearances, depositions, discovery, etc.)
• Ability to independently manage a substantial caseload
• Strong negotiation and client communication skills
• Highly organized with strong attention to detail
• Motivated, team-oriented, and proactive

Compensation & Benefits

• Competitive base salary
• Generous fee-sharing structure for self-originated cases
• Retirement savings options
• Paid time off and holidays
• Supportive team environment with experienced staff and attorneys

About Our Firm

Mass Injury Group is a collaborative team focused on delivering strong results for our clients while maintaining a positive and supportive work environment. Our attorneys handle a wide range of personal injury and workers’ compensation matters and have the opportunity to take meaningful ownership of their cases and grow their practice.

We value attorneys who take initiative, develop strong client relationships, and want to build their skills as litigators. The firm supports professional development and provides attorneys with the resources and autonomy needed to succeed.

Claims Management

• Manage of caseload including complex or high-exposure workers’ compensation claims through investigation, evaluation, negotiation, and resolution.

• Determine compensability, calculate benefits, and authorize medical and indemnity payments in accordance with state laws and company policy.

• Coordinate treatment plans, return-to-work programs, and settlement strategies with medical providers, attorneys, TBG members, and vendors.

• Maintain detailed documentation in the claims management system and ensure timely reporting and compliance with regulatory requirements.

• Participate in mediations, settlement conferences, and hearings as needed, often in collaboration with outside counsel.

• Collaborate with internal medical, legal, and risk management resources to ensure optimal claim outcomes.

• Identify opportunities for early intervention, cost containment, and fraud prevention.

• Educate members on claims trends, loss drivers, and best practices for injury prevention.

• Collaborate cross-functionally with underwriting, account management, and loss control to deliver coordinated client solutions.

Compliance and Best Practices

• Ensure full compliance with applicable federal, state, and local workers’ compensation laws and regulations. Adhere to internal policies, procedures, and service standards.

• Stay informed on industry changes, case law, medical guidelines, and legislative updates.

• Maintain required adjuster licenses and participate in continuing education and professional development.

• Contribute to the development and refinement of claims handling procedures and client service protocols.

• Promote ethical conduct and high-quality claim management at all times.

QUALIFICATIONS/SKILLS:

• High School diploma or equivalent required, College degree preferred.

• 3+ years of workers’ compensation claims handling experience preferred.

• Must have a Minnesota Adjusters License.

• Experience in client-facing roles such as account management, claims consulting, or relationship management preferred.

• Prior experience mentoring or training others is a strong plus.

• Multi-jurisdictional claims experience desirable.Minimum of one (1) to two (2) years Workers’ Compensation lost time claims adjusting experience, or equivalent experience.

• Ability to coordinate and prioritize daily workflow of a moderate technical complexity.

• Must be detail oriented and a self-starter with strong organizational abilities.

• Excellent written and oral communication skills.

• Proficient using Microsoft Office programs such as Word, Excel, Outlook, etc.

• Ability to work with initiative in a mostly independent environment.

• Working knowledge of claim procedures, policies, terminology, etc.

• Working understanding of differences in techniques, medical care available and vocational possibilities within geographic areas of the state.

• Demonstrate problem-solving and analytical ability.

• Spanish bilingual desirable or other languages.

• Ability to travel as necessary.

• Ability to negotiate, build consensus and resolve conflict.

• Ability / willingness to acquire a valid MN State adjusting license.

• Sit, stand, walk/ambulatory; ability to lift 10 pounds.

Location: Dallas Branch - Dallas, TX 75206

Position Type: Full Time

Job Shift: Day

Education Level: High School

Category: Banking

Summary: As a Client Service Representative, you play a vital role in our Customers experience by providing the highest level of Customer Service while efficiently and accurately matching services to new and existing customers and identifying financial needs. A successful CSR will have a friendly personality, enjoy working as a team and will be able to take the initiative and go the extra mile when responding to Customers needs.

Essential Duties and Responsibilities:

• Providing products and services to fit their unique needs
• Opening new accounts and assisting customers as needed
• Builds and maintains relationships with customers.
• Must clearly understand Armstrong Banking services, discern and interpret customers needs, recommending appropriate product/service through sales or referrals
• Positive, professional, proactive in everyday interactions with Customers and co-workers
• Ability to apply strong critical thinking and problem-solving skills to promptly meet customers needs
• Promptly, efficiently, and accurately responds to customers requests, inquiries, or problems
• Foster teamwork and collaboration to build solid relationships with co-workers

Qualifications:

• Outgoing personality and excellent Customer service skills
• Demonstrate ability to generate referrals
• Effective written and verbal communication skills as well as superior interpersonal skills to support customer complaint resolution, coordinate numerous assignments at once, showing strong time management skills
• Must be very flexible and willing to work irregular schedule as needed
• Maintain high level of discretion and confidentiality
• Complies with all regulatory requirements
• 1 year Teller experience required

Physical Requirements:

• Long periods of standing or sitting, typing and repetitive motion
• Ability to lift and carry cash drawers and coin bags/boxes

Job Description:

Welcome to Pond Lehocky Giordano. The largest and most accomplished Workers’ Compensation law firm in Pennsylvania. We are looking for highly motivated individuals who are ready to aggressively advocate for injured workers. The ideal candidate for the Workers’ Compensation attorney position will have a minimum of 1-3 years of experience in Pennsylvania workers’ compensation law. The candidate should have experience reviewing medical records, bureau documents and drafting legal briefs. Furthermore, the ideal candidate should possess courtroom experience, with experience taking testimony and conducting trial depositions. The successful candidate for the Workers’ Compensation Attorney role will have a proven record for successfully litigating cases that includes a demonstrable mastery for writing legal briefs, and conducting depositions (medical and fact witness).

If you are looking for an opportunity to work with and learn from some of the best attorneys in this field, Pond Lehocky is the place for you. We value teamwork above all else and the common goal of helping our clients win. Competitive pay, incentive opportunities, great benefits, hybrid options, and unlimited growth potential await you.

Responsibilities

• Conduct trial depositions (medical and fact witness).
• Draft legal briefs.
• Manage hearings and take testimony.
• Travel as necessary to conduct discoveries and for court appearances.

Background & Experience

• Ability to craft legal briefs that are appropriately targeted to their audience with a compelling story that lead to favorable motions.
• Demonstrable track record for successfully litigating cases.
• Relatable and team player with experience building successful working relationships with clients, partners, and team members.
• Reviewing and analyzing medical claims.
• Successfully manage multiple deadlines in a fast paced environment.
• Strong legal research and communication skills, both written and verbal.
• Must be licensed, and in good standing, to practice law in Pennsylvania.

Requirements:

• Must be admitted to the State Bar of Pennsylvania.
• Must have active Pennsylvania State Bar membership in good standing.
• Must have Juris Doctor degree.
• Should have 2-5 years of experience as an Attorney.
• Workers' Compensation experience is highly preferred (plaintiff or defense).
• Software is primarily Microsoft Office and the legal specific programs, Litify experience a plus.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Vision Insurance
• HSA
• Life insurance
• Long and short term disability
• Paid time off
• Referral program

Experience:

• Attorney: 4 years (Preferred)
• Workers' compensation law: 3 years (Preferred)

License/Certification:

• Bar (Required)

Work Location: Hybrid

We are more than a health system. We are a belief system. We believe wellness and sickness are both part of a lifelong partnership, and that everyone could use an expert guide. We work hard, care deeply and reach further to help people uncover their own power to be healthy. We inspire hope. We learn, grow, and achieve more – in our careers and in our communities.

Job Description Summary:

Responsibilities And Duties:

Minimum Qualifications:

Additional Job Description:

Medical terminology knowledge and an understanding of disease process.

Work Shift:

Scheduled Weekly Hours :

Department

Join us!
... if your passion is to work in a caring environment
... if you believe that learning is a life-long process
... if you strive for excellence and want to be among the best in the healthcare industry

Equal Employment Opportunity

OhioHealth is an equal opportunity employer and fully supports and maintains compliance with all state, federal, and local regulations. OhioHealth does not discriminate against associates or applicants because of race, color, genetic information, religion, sex, sexual orientation, gender identity or expression, age, ancestry, national origin, veteran status, military status, pregnancy, disability, marital status, familial status, or other characteristics protected by law. Equal employment is extended to all person in all aspects of the associate-employer relationship including recruitment, hiring, training, promotion, transfer, compensation, discipline, reduction in staff, termination, assignment of benefits, and any other term or condition of employment 

Sweeney Merrigan Law is growing, and we’re hiring immediately for a tenacious, perceptive Worker's Compensation Associate Attorney to join our expanding legal team. In this role, you will manage a docket of workers’ compensation cases from intake through resolution, advocating for injured workers and guiding clients through the claims process with skill, empathy, and professionalism.

Our Workers’ Compensation Associates play a central role in evaluating claims, communicating with clients and medical providers, preparing filings, negotiating with insurers, and representing clients in administrative proceedings and settlement discussions. If you thrive in a fast-paced litigation environment, enjoy building strong cases, and take pride in advocating for individuals navigating workplace injuries, we want to hear from you!

At Sweeney Merrigan, one of Boston’s leading personal injury law firms with a deep commitment to justice and client-first service, we pride ourselves on a low-ego, team-oriented workplace where everyone supports each other and works together toward excellence. We’re excited to meet passionate attorneys who are humble, hungry to grow, and people-smart, and who are eager to help our team deliver outstanding results for injured clients.

Job Title

Workers’ Compensation Associate Attorney

Department

Workers’ Compensation Practice

Reports To (Title)

Senior Trial Attorney

FLSA Status

Exempt Non-Exempt

Position Summary

Manage a caseload of workers’ compensation claims from initial consultation through resolution, including claim development, negotiation, hearings, and settlement. The Workers’ Compensation Associate Attorney advocates for injured workers, ensures compliance with procedural requirements, and supports the firm’s mission of securing fair compensation and benefits for clients.

Essential Duties and Responsibilities

• Manage a caseload of workers’ compensation matters from intake through settlement or hearing.

• Consult with clients to evaluate workplace injury claims, explain the workers’ compensation process, and develop case strategy.

• Prepare and file workers’ compensation claims, motions, and other legal documents with the appropriate agencies or courts.

• Conduct legal research regarding statutes, case law, and regulations related to workers’ compensation claims.

• Gather and review medical records, employment records, and other evidence to support claims.

• Communicate with medical providers, insurers, and opposing counsel regarding claim status and case development.

• Advocate for clients during negotiations with insurance carriers and employers to obtain fair settlements and benefits.

• Represent clients in administrative hearings, mediations, depositions, or other proceedings as necessary.

• Maintain detailed and accurate case records in the firm’s case management system.

• Provide regular case updates to supervising attorneys and collaborate with paralegals and staff to move cases forward efficiently.

• Stay current on developments in workers’ compensation law and procedural rules in Massachusetts.

• Deliver excellent client service by maintaining clear, compassionate communication throughout the legal process.

Required Qualifications

Education & Experience

• Juris Doctor (JD) from an accredited law school.

• Licensed and in good standing to practice law in Massachusetts.

• 2–5 years of experience handling workers’ compensation matters or related injury litigation.

• Demonstrated ability to manage cases independently while collaborating within a legal team.

Skills & Competencies

• Strong negotiation, advocacy, and client counseling skills.

• Excellent written and verbal communication abilities.

• Exceptional organizational skills with the ability to manage multiple active cases and deadlines.

• Analytical thinking and sound judgment when evaluating claims and developing legal strategies.

• Professional demeanor when communicating with clients, insurers, providers, and opposing counsel.

• Ability to work efficiently in a fast-paced legal environment.

• Team-oriented attitude with a commitment to a humble, hungry, and people-smart culture.

Certifications / Licenses

• Active Massachusetts Bar membership required.

Preferred Qualifications (optional)

• Experience representing injured workers in workers’ compensation claims or administrative hearings.

• Familiarity with Massachusetts Department of Industrial Accidents (DIA) procedures and workers’ compensation regulations.

• Prior experience in personal injury, employment law, or related plaintiff-side practice areas.

• Experience with legal research platforms, document management systems, and case management software.

Physical Requirements / Working Conditions

• On-site, full-time role in our Braintree, MA location.

• Must be able to sit and stand for extended periods and occasionally review physical case files or records.

Supervisory Responsibilities

Yes No

Compensation and Benefits

Annual salary range: $80,000 – $95,000 per year, commensurate with experience and qualifications.

Full health benefits are available upon first day of employment and 401(k) matching is offered after one year of employment, with opportunities for professional growth on a collaborative and supportive legal team.

Disclaimer

This job description is not intended to be all-inclusive. The employee may be required to perform other related duties as assigned to meet the organization’s ongoing needs.

Equal Employment Opportunity Statement

Sweeney Merrigan Law is proud to be an Equal Employment Opportunity employer. We are committed to fostering a diverse and inclusive workplace where all individuals are treated with dignity and respect. We welcome and encourage applications from candidates of all backgrounds, experiences, and perspectives, including but not limited to those based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other characteristic protected by applicable law. We believe that a diverse workforce enhances our ability to serve our clients and strengthens our firm culture.

• Reviewing and preparing summaries of medical records to effectively advocate for clients.
• Drafting motions and attending hearings to represent clients in court.
• Preparing clients for depositions and attending depositions as needed.
• Drafting initial reports, interim reports, pre-trial reports, trials, and appellate activity.
• Responding to discovery requests and drafting discovery-related motions.
• Regularly attending court appearances to ensure the best possible outcomes for our clients.
• Taking and defending depositions of fact witnesses and expert witnesses.
  

• Excellent benefits, including a competitive 401(k) match, to support your financial well-being and future planning.
• Exceptional growth and advancement opportunities, with access to training and mentoring programs designed to help you reach your full potential.
• A competitive salary reflective of your skills, experience, and contributions to our firm.
  

• Admitted to practice in the State of California.
• Possess analytical and problem-solving skills to navigate complex legal issues effectively.
• Demonstrate excellent research abilities and strong written and oral communication skills.
• Draft and respond to discovery-related motions.
• Regularly attend court appearances.
• Take and defend depositions of fact witnesses and expert witnesses.
• Draft motions for summary judgments.
  

Your opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

The Senior Client Service Manager, Relationship Management plays the critical role of primary relationship owner and interface between our plan sponsors and Schwab. You would be responsible for oversight of all aspects of retirement plan recordkeeping and administration. In this capacity, you will consistently explore and discover client and consultant needs by engaging in face-to-face meetings, asking well-defined, open-ended questions to clearly uncover new business opportunities and identify relationship challenges. As a part of this ongoing process, you will utilize your personal knowledge and expertise as well as identify and engage the appropriate subject matter experts within Charles Schwab to assist with presentations and discussions to ensure client understanding of available solution sets to achieve successful outcomes.

The Senior Client Service Manager, Relationship Management will work together, as a team, with their Client Relationship Practice Leader and Client Relationship Administrators to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs. The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients. In meeting and exceeding these duties, you are expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. The Senior Client Service Manager, Relationship Management will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling $500M to $1B.

What you're responsible for

• Leading approximately 5-8 sizable growing client relationships.
• Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.
• Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.
• Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborate with peers to build a precise client experience is a major part of your role.
• Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges. Identify and
• Engage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes.
• Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.
• Identify and adapt to clients' and consultants' diverse backgrounds and roles (executives, human resources, and finance) and maintain investment-related expertise to effectively sell and deliver product, service, and platform solutions.
• Support Sales efforts, as needed,
• Deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services, and platforms.
• Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.
• Execute client and regulatory changes.
• Effectively and authentically communicate Schwab's value to clients.
• Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.
• Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented.

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

• 10 + years of experience working with large, complex employer sponsored Retirement Plans.
• Bachelor's degree or equivalent experience.
• High degree of integrated benefit services experience with comprehensive knowledge of equity compensation plan (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.
• Thorough understanding of retirement and benefit plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations.
• Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, Charles Schwab Bank investment products, in-plan advice and guidance, and managed account services.
• High energy, confidence, accountability, and professionalism, while also demonstrating personal integrity, resilience, and respect for others
• Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments.
• Ability to work independently with minimal oversight by your manager.
• Excellent written and oral communication skills.
• Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.
• Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Relationship Manager.
• Effectively service plans with varying level of complexity.
• Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to details
• The ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients.
• Meet deadlines within a fast-paced environment.
• Collaborate effectively in teams and influence outcomes.
• Flexibility to travel for client visits and sales presentations as needed.

Preferred Qualifications:

• ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.

#workplacejobs

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Your opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship now or in the future.

We believe in the importance of in-office collaboration and intend for the selected candidate to work on site 4 days per week in one of the specified locations.

The Client Service Manager, Relationship Management in the Mega Market segment ($1B plus AUM), plays the critical role of relationship management and interface between our largest plan sponsors and Schwab. You will work as a team, with the Director level Client Service Manager, their Client Relationship Practice Leader and Client Service Specialist to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs. The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients. In addition, the goal of the Client Service Manager, Relationship Management will be to learn and develop under more tenured Director Level Client Service Managers to pursue a thoughtful succession plan for SRPS's largest client relationships. In meeting and exceeding these duties, the Manager, Client Service Manager is expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. You will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling more than $5B.

What you're responsible for

• Support 1-3 Mega Market client relationships in a team-based fashion.
• Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.
• Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.
• Approach every client interaction holistically by being aware of all issues and events related to the client and collaborating with peers to build a precise client experience.
• Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges.
• Identify and engage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes.
• Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.
• Identify and adapt to clients' and consultants' diverse backgrounds and roles (executives, human resources, and finance).
• Support sales efforts.
• Deliver client education and training by developing appropriate awareness of procedures and sponsor reporting solutions.
• Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.
• Execute client and regulatory changes.
• Effectively and authentically communicate Schwab's value to clients.
• Apply specialized knowledge of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.
• Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to deliver results.

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

• 3+ years of experience working with large, complex employer sponsored Retirement Plans.
• Bachelor's degree or equivalent experience.
• Understanding of ERISA, industry rules and regulations, and non-qualified plan design.
• High energy, confidence, accountability, and professionalism with each interaction while also demonstrating personal integrity, resilience, and respect for others.
• Self-motivated, enthusiastic, and take initiative.
• Ability to implement client strategies, retirement plan design, compliance, and IRS reporting.
• Ability to work independently.
• Excellent written and oral communication skills.
• Ability to communicate effectively, problem solve, influence and build consensus among team members, leadership, and clients through presentations.
• Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively.
• Effectively service plans with a high-level of complexity.
• Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to details.
• Ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients.
• Ability to meet deadlines within a fast-paced environment.
• Ability to collaborate effectively in teams and influence outcomes.
• Flexibility to travel for client visits and sales presentations as needed.

Preferred Qualifications:

• 5+ years of client and/or participant service experience.
• ASPPA, CEBS and/or NIPA designation or in process.
• QPA, CPC or equivalent certification/designations.
• Integrated benefit services experience with general knowledge of equity compensation plans (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.

#workplacejobs

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Workers’ Compensation Claims Specialist / Claims Advocate (Adjuster)

Location: Syracuse, NY Area (Marcellus, NY)

A well-established independent insurance firm in the Central New York area is seeking a Workers’ Compensation Claims Specialist / Claims Advocate to support commercial clients throughout the workers’ compensation claims process.

This role serves as a key liaison between clients, insurance carriers, and internal teams to help ensure claims are progressing appropriately and resolved efficiently. The position involves managing an inventory of workers’ compensation claims, evaluating claim activity and strategy, coordinating communication between stakeholders, and helping guide clients through complex claim situations.

This opportunity is ideal for someone with a background in workers’ compensation claims who enjoys problem-solving, client interaction, and helping organizations navigate the claims process effectively.

Key Responsibilities

• Manage and monitor an assigned inventory of workers’ compensation claims
• Review claim activity and identify issues impacting outcomes such as delays, disputed items, missing documentation, or return-to-work barriers
• Communicate regularly with carrier adjusters and third-party administrators to help keep claims progressing
• Provide clients with clear updates and guidance throughout the claims process
• Prepare claim summaries, reports, and documentation to support claim strategy and resolution
• Maintain accurate claim notes and documentation within the agency management system
• Participate in claims review meetings and assist with presenting claim trends and action plans
• Assist with reviewing and analyzing clients’ experience modification factors

Qualifications

• 3+ years of insurance claims experience, preferably within workers’ compensation
• Working knowledge of New York workers’ compensation claims processes and regulations
• Strong analytical, organizational, and problem-solving skills
• Excellent written and verbal communication skills
• Ability to manage multiple claims while maintaining a high level of service and responsiveness
• Proficiency with Microsoft Office and experience navigating carrier or claims management systems

Education & Licensing

• Bachelor’s degree preferred
• Licensed Claims Adjuster required

We are looking for an Associate Attorney for our St. Michael location. An experienced Attorney in our fast-paced Business Litigation Department, focusing on the defense of workers' compensation claims and other civil litigation matters. The successful candidate must have exceptional legal research, writing, and critical thinking ability; high academic achievement; excellent verbal and written advocacy at motion hearings and trial; and the capacity to organize, prioritize and multi-task. Prior experience litigating workers' compensation cases desired.

Must be licensed to practice law in the State of Minnesota and minimum of two years of experience as an attorney.

Essential Functions and Duties:

• Represent employers, insurers, and third-party administrators in the defense of disputed workers' compensation claims in litigation before the Minnesota Department of Labor and Industry and Court of Administrative Hearings.
• Represent employers in the defense of employment-related claims in state and federal court, including wrongful discharge and all manner of discrimination claims.
• Represent businesses and individuals in the defense of general civil litigation, including defending personal injury cases.
• Research, investigate, and analyze workers' compensation and civil litigation cases.
• Prepare pleadings in workers compensation and civil litigation cases.
• Complete discovery, including written discovery, witness interviews, and discovery depositions. Prepare timely, clear, and competent reporting to clients regarding same.
• Ability to analyze and summarize large volumes of complex medical data in workers' compensation and personal injury cases.
• Work with expert witnesses, including independent medical and vocational examiners, to investigate, obtain, and effectively present expert opinions testimony and evidence in workers' compensation and civil litigation.
• Effective research and writing relating to preparation of briefs and legal memoranda in motion, trial, and appellate practice in workers' compensation and civil litigation cases.
• Preparation of clear and concise progress and status reports to client leadership teams, general counsel, risk management professionals, and claims adjusters. .
• Experience or competence appearing before the Court of Administrative Hearings, the Workers' Compensation Court of Appeals, and state and federal district and appellate courts. .
• Travel to represent and be comfortable presenting cases in front of district court judges and juries, and administrative law judges.
• Advocate for clients in pursuing and securing compromise settlement through alternative dispute resolution, including mediation and arbitration.
• Handle all legal disputes that occur in business context for the business litigation practice area.
• Prepare, attend and advocate at motion hearings and trials
• Attend client and community events for business development opportunities
• Focus on growing business litigation practice
• Support designated clients in timely and professional manner.

Required Knowledge and Experience:

• Competence analyzing and applying the Minnesota Worker's Compensation Act and Rules of Practice, and case law interpreting same.
• Competence analyzing and applying the Minnesota and Federal Rules of Civil Procedure and effective presentation of cases in Minnesota State and Federal Courts.
• Prior experience with motion practice, discovery disputes and trial preparation.
• Prior experience settling challenging disputes with contract negotiations or interpretations.
• Strong negotiation and persuasive skills with confidence in the courtroom.

Core Competencies:

• Strong verbal and written communication skills.
• Strong critical thinking ability
• Strong verbal and written advocacy
• Self-motivated with excellent organizational skills and attention to detail.
• Highly professional with a strong customer service orientation, commitment to meeting deadlines, and ability to multitask in a fast-paced and dynamic environment.
• Strong professional, independent thinking skills with strength in problem solving and the ability to offer constructive opinions and creative solutions.
• A team player who motivates and educates other team members.

Compensation and Bonus Information

Base compensation will vary based on level of experience. Associate compensation range $90,000-$120,000. Associate Attorneys are also eligible for monthly source and annual discretionary bonus incentives based on performance.

Benefits

• Medical, Dental, & Vision Insurance
• HSA & FSA Accounts
• Employer Contribution to HSA if enrolled in High Deductible Health Insurance plan
• 401K, with 4% company contribution (after completion of 1 year of service)
• Paid time off
• Paid company holidays
• Company Paid Basic Life Insurance
• Employee Assistance Program
• Annual Marketing & Business Development budget
• Bar license and CLE reimbursements
• Cell phone reimbursement
• Gym reimbursement
• Hybrid Remote Schedule

We conduct criminal background checks on all individuals offered employment.

Applicants with a disability that are in need of an accommodation, please contact Human Resources at 612.672.3600 or email

Messerli Kramer is fully committed to equality of opportunity in all aspects of employment. It is the policy of Messerli Kramer to provide equal employment opportunity to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic information, physical or mental disability or any other protected status. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Environment and Physical Demands:

This job operates in a professional office environment. While performing the responsibilities of the position, these work environment characteristics are representative of the environment the person in this position will encounter. While performing the duties of this job, the employee will work in a professional, fast paced office environment that may require additional hours to complete work.

The physical demands are representative of the physical requirements necessary for an employee to successfully perform the essential functions of the position. If an employee is unable to perform the essential functions of the position, Messerli Kramer will evaluate whether a reasonable accommodation can be made to enable the employee to perform the described essential functions of the position. Generally, due to the nature of this office position, while performing the responsibilities of the position, the employee is required to talk and hear. The employee is often required to sit and use their hands and fingers, to type, handle or feel. The employee is occasionally required to stand, walk, reach with arms and hands. The employee must regularly lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision.