
1001 - 5000 employees
Founded 2001
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
BHG Financial is a well-established financial services company dedicated to empowering professionals to take control of their finances. With over 20 years of experience, BHG Financial supports various industries that aim to make a positive impact. The company has cultivated a strong team culture and has won numerous awards, serving over 100,000 professionals across more than 30 states. BHG Financial is committed to maintaining its dynamic, growth-oriented culture while supporting nonprofit organizations through partnerships.
🔥 1 minute ago
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1001 - 5000 employees
Founded 2001
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
BHG Financial is a well-established financial services company dedicated to empowering professionals to take control of their finances. With over 20 years of experience, BHG Financial supports various industries that aim to make a positive impact. The company has cultivated a strong team culture and has won numerous awards, serving over 100,000 professionals across more than 30 states. BHG Financial is committed to maintaining its dynamic, growth-oriented culture while supporting nonprofit organizations through partnerships.
• Maintain accurate and complete operational databases, account records, systems, and documentation • Review account information and prepare modifications, proposed terms, and related documentation • Manage assigned work queues, monitor deadlines, prioritize time-sensitive activities, and meet service-level agreements • Set up agreements and record required information, terms, documentation, and system updates • Draft and send professional consumer correspondence using approved templates and processes • Review work for accuracy and completeness before finalizing updates, agreements, correspondence, or documentation • Build collaborative relationships with internal stakeholders, business partners, and external vendors • Coordinate with stakeholders to obtain information, resolve discrepancies, and complete operational activities • Safeguard confidential consumer, client, and company information • Perform responsibilities in accordance with laws, regulations, company policies, procedures, and approved practices • Identify incomplete information, discrepancies, compliance concerns, and workflow barriers and escalate them • Provide administrative and operational support to other business areas • Provide backup coverage during team member absences • Adapt to changes in procedures, systems, assignments, and business priorities • Participate in training, process updates, team meetings, and continuous improvement efforts • Perform other duties as assigned
• Previous experience in an administrative, operations support, account servicing, collections, or financial services environment is preferred • Strong organizational and time-management skills, with the ability to manage multiple responsibilities and deadlines • Excellent attention to detail and a demonstrated commitment to accuracy, completeness, and documentation quality • Effective written and verbal communication skills, including the ability to communicate professionally with consumers, colleagues, business partners, and vendors • Ability to independently prioritize assigned work while contributing to a collaborative and team-oriented environment • Ability to follow established policies, procedures, work instructions, and quality standards consistently • Sound judgment and the ability to recognize when an issue, discrepancy, or potential risk requires escalation • Ability to work efficiently under pressure and respond appropriately to changing priorities in a fast-paced environment • Commitment to protecting confidential and sensitive information • Commitment to ethical conduct, regulatory compliance, professionalism, and respectful consumer interactions • Willingness to learn new systems, procedures, and responsibilities and apply feedback to improve performance • Experience supporting collections, financial services, legal operations, account servicing, or another regulated business environment is preferred • Experience maintaining account information and documentation within operational databases or account-management systems is preferred • Experience preparing agreements, modifications, proposed terms, or consumer correspondence is preferred • Familiarity with work queues, service-level agreements, quality-control expectations, and deadline-driven workflows is preferred
• Medical/Rx/Dental/Vision coverage for employees and their eligible family members • Competitive PTO and vacation policies • 1 Friday off each month for Wellness Weekends • Company 401(k) plan with employer contributions after one year • Company-sponsored training and certification opportunities • Quarterly award ceremonies where top achievers are celebrated and receive additional bonuses • Ongoing volunteer opportunities to give back to the community through our BHG Cares program • Competitive compensation packages • Comprehensive and continuous education • Opportunities for professional growth
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