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Remote Vision Insurance information

What is a remote vision insurance?

A Remote Vision Insurance job typically involves processing vision insurance claims, verifying patient benefits, or assisting customers with their vision coverage, all while working from a remote location. Responsibilities may include handling customer inquiries, coordinating with providers, and ensuring accurate billing and claim submissions. This role often requires knowledge of vision insurance policies, strong communication skills, and proficiency with relevant software. Many employers seek candidates with prior experience in insurance, healthcare, or customer service.

What are the key skills and qualifications needed to thrive in the remote vision insurance position, and why are they important?

To excel in a Remote Vision Insurance role, you need a strong understanding of vision insurance policies, claims processing, and customer service, typically backed by experience in the insurance industry. Familiarity with insurance management software and secure telecommunication tools is often required, and certification such as a state insurance license may be preferred. Excellent communication, problem-solving, and organization skills help you succeed in a remote environment and handle client inquiries efficiently. These competencies are essential for ensuring accuracy, regulatory compliance, and high-quality support in a client-focused, remote work setting.

What are some common challenges faced in a remote vision insurance position, and how are they addressed?

One of the main challenges in a remote vision insurance position is maintaining clear communication with clients and team members without in-person interaction. To address this, professionals rely heavily on secure digital communication platforms, regular video meetings, and detailed documentation to ensure everyone stays informed. Managing complex claims and staying updated on policy changes can also be demanding, but ongoing training and a supportive team environment help address these issues. Many companies provide robust onboarding, regular check-ins, and access to resources, so remote employees can navigate challenges effectively and deliver excellent service.

What are popular job titles related to Remote Vision Insurance jobs in Montana? For Remote Vision Insurance jobs in Montana, the most frequently searched job titles are:
What job categories do people searching Remote Vision Insurance jobs in Montana look for? The top searched job categories for Remote Vision Insurance jobs in Montana are:
What cities in Montana are hiring for Remote Vision Insurance jobs? Cities in Montana with the most Remote Vision Insurance job openings:
Remote Vision Insurance jobs near you
Infographic showing various Remote Vision Insurance job openings in Montana as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 20% Part Time, 1% Temporary, and 5% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution.

Wealth Transition Services Tax Manager - Tax & Estate Planning - Remote Eligible

Eide Bailly LLP

Billings, MT • Remote

$105K - $180K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 3 days ago

Eide Bailly rating

8.2

Company rating: 8.2 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

9th of 22 rated bookkeepers and accountants

Job description

Location: All locations in the United States

Work Arrangement: Remote, Hybrid, or In-office 

A Day in the Life

A typical day as a Wealth Transition Services Tax Manager might include the following:

  • Advising and consulting on the estate planning process to create plans based from the tax perspective on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow.
  • Interpreting and reviewing various legal documents in relation to estate and business succession planning.
  • Providing tax planning and consulting services to the firm’s high net worth and ultra-high net worth clients.
  • Technical research on estate, gift, GST, tax planning and compliance matters for internal clients.
  • Looking at the tax situation of the individual and their estate/trusts from various angles to ensure the maximum tax benefit is applied. Additionally, you have knowledge and expertise on the income taxation of trusts and estates.
  • Assisting clients which may have varied levels of estate planning knowledge.
  • Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience.
  • Business development and billing responsibility.
  • Assist in preparation of marketing materials and presentation of internal and external webinar trainings.
  • Coaching and mentoring staff.
  • Working with the firm Wealth Transition Services team on various projects.

Who You Are

  • You have a Bachelor's degree in Accounting and an active CPA license, Enrolled Agent license, or JD/LLM (taxation).
  • You have 4-8 years of experience in tax planning and estate planning in public accounting, law firms, or a related field.
  • You are an excellent communicator -- your verbal and written communication skills are outstanding. The Wealth Transition Services Manager will interact with clients with high net worth and ultra-high net worth and will speak to groups on wealth transition topics.
  • You are able to lead and coordinate large estate/gift/GST tax planning engagements across the firm.
  • You are a multi-tasking master and there is never a deadline you can't meet.
  • You have experience developing business and networking.

Must be authorized to work in the United States now or in the future without visa sponsorship.

Making an Impact Together

People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly.

Compensation: $105,000-$180,000

Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.

Benefits

Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.

Next Steps

We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page.

Eide Bailly is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws

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Qualifications:UNAVAILABLEEducation:UNAVAILABLEEmployment Type: FULL_TIME

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About Eide Bailly

Sourced by ZipRecruiter

Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States, and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home. At Eide Bailly we are passionate about the clients we serve, the work we do, and most importantly, having fun while we do it!

Industry

Accounting services

Company size

1,001 - 5,000 Employees

Headquarters location

Fargo, ND, US

Year founded

1917

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