
51 - 200 employees
💸 Finance
💳 Fintech
🏥 Healthcare
Finance • Fintech • Healthcare
Palco, Inc. is a pioneer in the financial services sector, recognized as the first company in the United States to offer fiscal/employer agent (F/EA) services for self-directed programs. With a commitment to transparency and integrity, Palco empowers individuals to take control of their own care while setting industry best practices. As a leader in this field, the company plays a critical role in facilitating self-directed care solutions for its clients.
🔥 0 minutes ago
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51 - 200 employees
💸 Finance
💳 Fintech
🏥 Healthcare
Finance • Fintech • Healthcare
Palco, Inc. is a pioneer in the financial services sector, recognized as the first company in the United States to offer fiscal/employer agent (F/EA) services for self-directed programs. With a commitment to transparency and integrity, Palco empowers individuals to take control of their own care while setting industry best practices. As a leader in this field, the company plays a critical role in facilitating self-directed care solutions for its clients.
• Ensure the accuracy of employer and employee paperwork • Record required information in Palco’s software • Coordinate employer enrollment paperwork with counselors and other agencies • Send, track, and process employee paperwork • Report new hires and re-hires to state agencies • Submit required background checks and record results • Record employer and employee address and information changes in Palco’s software • Send and process form requests from employers and employees • Process enrollments for one program • Maintain an 85% or higher compliance rate on audits, case reviews, and CRM cases • Maintain weekly CRM case follow-ups with accurate notes and clear documentation • Know the forms and how to complete them
• Must have good organization ability • Must have a strong understanding of tax and program enrollment requirements • Must have good verbal and written communication skills • Solid skills with email, Internet, and Microsoft Office, including word processing, spreadsheets, and file maintenance programs • Strong organizational and problem-solving skills • Ability to analyze information and pay attention to detail • Ability to take initiative to follow up on transactions and make decisions about information • Excellent interpersonal and communication skills • Willingness to work Monday through Friday, 8:00am–5:00pm, or additional time if necessary • Must be a self-starter and extremely independent • Ability to prioritize tasks and meet deadlines with minimal oversight • Minimum of a high school diploma • Three (3) years of relevant experience in an office setting
• Generous Paid time off • Annual bonus potential • Retirement Savings • Career Growth Opportunities • Paid Training • Employer shared Health Insurance cost • Employer paid Disability Insurance • Employer paid Life and AD&D Insurance • Vision Insurance • Cancer Insurance • Voluntary Life Insurance • Paid Time Off • Remote work environment • Paid holidays
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