Everence Jobs

Everence

Investment Management | KALONA, IA | 275 followers

Everence Overview

WEBSITE everence.com

HEADQUARTERS KALONA, IA

SIZE 200 - 500

FOUNDED 1945

CEO JUDY MARTIN GODSHALK

REVENUE $5M - $10M

INDUSTRY Investment Management

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About Everence

Founded in 1945, Everence is a Christian-based, member-owned organization that helps individuals, organizations and congregations integrate finances with faith through a national team of advisors and representatives. Everence currently has over offices located all across the country. Our services include: Annuities Asset management Banking Charitable giving Community benefits Financial planning Insurance Investments Medicare supplement insurance Retirement planning Stewardship education Trust services Specialties Financial Advisors, Credit Union, Insurance, Retirement, Charitable G...iving, Stewardship More
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Health Member Services Specialist at Everence

Goshen, IN | Full Time

$41k-50k (estimate)

5 Days Ago

Job Description. Job Description. POSITION SUMMARY. Answer inquiries, resolve issues, and handle customer (internal and external) concerns while maintaining a professional image through superb telephone etiquette and excellent customer service. Serve as a key member of a cross-functional team responsible for incoming and outgoing customer services for members, consultants, and others as related to Everence health products. RESPONSIBILITIES AND DU...

Sales associate at Everence

Goshen, IN | Full Time

$95k-129k (estimate)

2 Weeks Ago

POSITION SUMMARY. Internal Sales associate focused on financial advisor outreach, coordinated sales efforts, and system updates. Contact financial advisor offices to schedule introductory or due diligence meetings. Research financial firms and use sales data analytics for targeted sales efforts. Update the internal CRM system for accuracy and efficiency. Assist the National Sales Manager in representing Praxis at sales conferences and meetings. T...

Office Services Records Assistant at Everence

Goshen, IN | Full Time

$36k-47k (estimate)

3 Weeks Ago

Job Description. Job Description. POSITION SUMMARY. Sort, process, and enter (control) medical claims and complete office scanning for distribution to other departments. Assist Office Services staff in daily functions as needed. RESPONSIBILITIES AND DUTIES. Manage and complete daily scanning tasks as needed –. sort/count/scan/conduct. quality control function, provide support for annual scanning or scanning projects. Assist with daily mail and ov...

Branch Manager at Everence

Sarasota, FL | Full Time

$64k-79k (estimate)

1 Month Ago

POSITION SUMMARY. Provide leadership, coaching, and training to the assigned branch team to ensure efficient and effective sales and service interactions with members. Responsible for reinforcing the culture within the branch, coaching for improved performance, and supporting the branch's growth goals. Responsible for overseeing office operations, ensuring team accountability to policies and procedures, and developing and leading sales strategies...

Financial Representative at Everence

Mount Joy, PA | Full Time

$96k-115k (estimate)

1 Month Ago

POSITION SUMMARY. Provide service, basic planning, and product sales for an assigned group of clients in the Central Penn core market. Actively search for opportunities to deepen relationships with existing Everence clients, with a secondary focus on establishing new Everence relationships. Refer clients to other consultants if the need for additional technical expertise dictates or as the financial relationship grows beyond the level assigned to...

Marketing Manager at Everence

Lancaster, PA | Full Time

$102k-133k (estimate)

1 Month Ago

Job Description. Job Description. POSITION SUMMARY. Responsible for developing, executing, and overseeing marketing strategies (including tactical implementation) for Everence Federal Credit Union (EFCU) and Everence Community Investments, to Everence-identified target audiences. This position will utilize multi-channel, multi-touch marketing approaches to help Everence clients and prospects integrate their faith and values with their financial d...

Praxis Mutual Funds National Sales Associate at Everence

Goshen, IN | Full Time

$108k-148k (estimate)

1 Month Ago

Financial Consultant at Everence

Denver, CO | Full Time

$69k-91k (estimate)

3 Months Ago

Job Description. Job Description. POSITION SUMMARY. To help people integrate their faith and finances through their investment, insurance, and charitable giving decisions. RESPONSIBILITIES AND DUTIES. Provide holistic investment, insurance, and charitable giving advice and financial planning counsel to individuals and couples. Generate new business and sale of products within the market area. Provide service to existing clients. Build trust with ...

TPA Service Representative at Everence

Goshen, IN | Full Time

$35k-43k (estimate)

10 Months Ago

POSITION SUMMARY. Serve as group contact and customer service representative for GroupCare clients. RESPONSIBILITIES AND DUTIES. Serve as contact person (either primary or backup) for employer group representatives. Assist with training new employer group representatives on Everence processes, etc. Notify the group of plan changes or updates. Process enrollments, cancellations, and employee changes. Process billing, enrollments, cancelations, and...

Actuarial Student at Everence

Goshen, IN | Full Time

$64k-80k (estimate)

2 Months Ago

Job Description. Job Description. POSITION SUMMARY. Under the direct supervision of the Associate Actuary, is responsible for assisting with financial reporting and data analysis for Everence’s employer-sponsored health insurance. RESPONSIBILITIES AND DUTIES. Organize and update enrollment, premium, and claims data related to employer sponsored health insurance. Create regular and ad hoc reports as requested. Conduct actuarial rating analysis for...

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