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Remote Rollover Rep Jobs (NOW HIRING)

Redwood Logistics

Analyst, LTL Carrier Relations

Chicago, IL · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

In Office or Remote with ability to travel up to 15% Status: Exempt; Salaried Who We Are ... You will represent the Redwood Operations, Freight Audit & Pay, and other departments working with ...

Redwood Logistics

Analyst, LTL Carrier Relations

Chicago, IL · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

In Office or Remote with ability to travel up to 15% Status: Exempt; Salaried Who We Are ... You will represent the Redwood Operations, Freight Audit & Pay, and other departments working with ...

White Lodging Services Corp

Reservations Agent

Saratoga, WY · On-site +1

$15 - $18.75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... center representative with hospitality experience looking for remote hotel reservations jobs ... Paid time off (PTO) with rollover for full-time associates * Numerous employee engagement ...

LTC PHARMA HLDG LLC

Billing Specialist - Remote

Covina, CA · On-site +1

$20 - $23/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The requirements listed below are representative of the knowledge, skill, and/or ability required ... Employees earn up to 10 PTO days each year, with rollover options and milestone bonuses.

LTC PHARMA HLDG LLC

Adjudication Specialist - Remote

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Negotiate settlements with claimants or their representatives in cases of disputed claims ... Employees earn up to 10 PTO days each year, with rollover options and milestone bonuses.

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Remote Rollover Rep information

What is a remote rollover rep?

A Remote Rollover Rep is a financial services professional who assists clients with transferring their retirement accounts, such as 401(k)s or IRAs, from one institution to another, working entirely remotely. Their primary responsibilities include guiding clients through the rollover process, answering questions about tax implications and account options, and ensuring all required paperwork and compliance procedures are completed accurately. Remote Rollover Reps often work for banks, investment firms, or retirement plan providers and use phone, email, and online platforms to communicate with clients. They play a key role in helping individuals consolidate retirement savings and make informed financial decisions.

What are the key skills and qualifications needed to thrive as a remote rollover rep?

To thrive as a Remote Rollover Rep, you typically need strong customer service skills, knowledge of retirement accounts (such as 401(k)s and IRAs), and a high school diploma or higher. Familiarity with CRM software, call center platforms, and financial systems like IRA rollover processing tools is important. Excellent communication, attention to detail, and problem-solving abilities help you build trust and efficiently guide clients through complex transactions. These skills are crucial to ensure compliant, accurate rollovers and to provide a positive customer experience in a remote environment.

What are some common challenges remote rollover reps face when assisting clients with retirement account transfers?

Remote Rollover Reps often encounter challenges such as navigating complex client questions about tax implications, maintaining clear communication in a virtual setting, and ensuring compliance with both company policies and federal regulations. Additionally, they must be adept at managing multiple accounts and following up with clients to ensure seamless fund transfers. Success in this role requires strong attention to detail, excellent customer service skills, and the ability to troubleshoot issues that may arise during the rollover process.

What is the difference between Remote Rollover Rep vs Customer Service Representative?

AspectRemote Rollover RepCustomer Service Representative
CredentialsHigh school diploma, insurance licenses (if applicable)High school diploma or equivalent
Work EnvironmentRemote, primarily phone and online communicationRemote or in-office, customer-facing interactions
Industry UsageFinancial services, insurance, retirement plansRetail, telecom, banking, various sectors
Job FocusAssisting clients with account rollovers and financial transfersHandling customer inquiries, resolving issues, providing information

The Remote Rollover Rep primarily focuses on guiding clients through account rollovers in financial or insurance sectors, requiring specific licenses. In contrast, a Customer Service Representative handles a broader range of customer inquiries across various industries. While both roles involve remote communication, the Remote Rollover Rep specializes in financial account transfers, making it more niche compared to the general customer support role.

What cities are hiring for Remote Rollover Rep jobs?

Cities with the most Remote Rollover Rep job openings:

What are the most commonly searched types of Rollover Rep jobs?

The most popular types of Rollover Rep jobs are:

What states have the most Remote Rollover Rep jobs?

States with the most job openings for Remote Rollover Rep jobs include:

Remote Rollover Rep jobs near you
Infographic showing various Remote Rollover Rep job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 17% Part Time, and 6% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution.

Admissions Services Specialist Acute

Acadia Healthcare

Franklin, TN • Remote

$18 - $24.75/hr

Full-time

Re-posted 16 days ago

Acadia Healthcare rating

6.2

Company rating: 6.2 out of 10

Based on 190 frontline employees who took The Breakroom Quiz

698th of 889 rated healthcare providers

Job description

Overview

Admissions Services Specialist

Location: Remote

Acadia Healthcare is seeking remote Admissions Services Specialists to support our Acute Behavioral Health Facilities from coast to coast.

Our Mission

Acadia Healthcare's purpose is to Lead Care With Light and our mission is to be a world-class organization that sets the standard for excellence in the treatment of mental health and addiction concerns. We strive to maintain our standing as a thought leader in the behavioral healthcare industry, providing treatment that is synonymous with compassion and innovation.

Highlights of this role include:

  • Ability to verify benefits information for assigned facility
  • 1 weekend day shift Friday, Saturday, Sunday
  • Experience monitoring and processing patient referrals (may include fax referrals)
  • Respond to inquiries about facilities within policy timeframes
  • Support Acadia Healthcare admissions departments throughout the country

As one of the nation's leaders in treating individuals with acute co-occurring mood, addiction, and trauma, Acadia Healthcare places a strong emphasis on our admissions & intake functions to allow us to help every possible person in need.

This person will be supporting Acadia Acute Admissions departments around the country in a remote capacity.

Responsibilities

Essential Functions

  • Manage Referral Management Portals
  • Monitor all faxed referrals
  • Monitor all webforms and call center handoffs/rollover referrals
  • Utilize facility admissions/exclusionary criteria to process incoming types of referrals
  • Respond to inquiries about the facility within facility policy timeframes.
  • Document calls inside of Salesforce and follow-up as needed
  • Complete Prior Authorization
  • Pre-Admit the patients in billing system
  • Coordinate with local admissions department regarding bed availability
  • Facilitate intake, admissions, and utilization review process for incoming patients.
  • Perform insurance benefit verifications, disseminating the information to appropriate internal staff
  • Collaborate with other facility medical and psychiatric personnel to ensure appropriate recommendations for referrals
  • Coordinate admission and transfer between levels of care within the facility
  • Communicate projected admissions to designated internal representative in a timely manner
  • Ensure all medical admission documentation is gathered from external sources prior to patient admission and secure initial pre-authorization for treatment and admission
  • Complies with organizational policies, procedures, performance improvement initiatives and maintains organizational and industry policies regarding confidentiality
  • Communicate clearly and effectively to person(s) receiving services and their family members, guests and other members of the health care team
Qualifications

Education/Experience/Skill Requirements

  • Bachelor's or Master's degree in Behavioral Science, Social Work, Sociology, Nursing, or a related field; in some states, RN, LVN/LPN
  • Knowledge of admission/referral processes, techniques, and tools
  • Familiarity with behavioral health issues and services
  • Solid understanding of financial principles and insurance reimbursement practices
  • Knowledge and proficiency with Salesforce.com (or other CRM application), Concur, and MS Office application.

 

Licenses/Designations/Certifications

  • Licensure, as required for the area of clinical specialty, i.e., RN license, CAC or other clinical counseling or therapy license, as designated by the state in which the facility operates.

 

Supervisory Requirements

  • This position is an Individual Contributor

We are committed to providing equal employment opportunities to all applicants for employment regardless of an individual's characteristics protected by applicable state, federal and local laws.

AHCORP

#LI-TB1

Employment Type: FULL_TIME

What Acadia Healthcare employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Acadia Healthcare logo

About Acadia Healthcare

Sourced by ZipRecruiter

Acadia Healthcare is a leading provider in the healthcare and hospital industry, based in Franklin, Tennessee, United States. The company is recognised for its commitment to creating a behavioural health network that provides accessible, high-quality treatment options for individuals suffering from mental health issues, addiction, eating disorders, and PTSD. Acadia Healthcare was founded in 2005, with the mission to create a world-class organization that sets the standard of excellence in the treatment of specialty behavioural health and addiction disorders.

Industry

Hospitals

Company size

10,000+ Employees

Headquarters location

Franklin, TN, US

Year founded

2005

Social media

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