This position is responsible for processing all release of information (ROI) , specifically medical record requests in a timely and efficient manner ensuring accuracy and providing customers with the highest quality product and customer service. Associate must at all times safeguard and protect the patient’s right to privacy by ensuring that only authorized individuals have access to the patient’s medical information and that all releases of information are in compliance with the request, authorization, company policy and HIPAA regulations. This is an intermediate level position with at least 1 year related HIM experience. 

Position Highlights

This is an Onsite Role in Naples, FL 

• Full Time: Mon-Friday 8:00am-5:00pm EST
• Assist patient walk-ins
• Answer phones
• Manage faxes, open mail, data entry
• Release of Information processing
• Clerical duties such as: copying/scanning of medical records 
• Ability working in a high-volume environment.
• Documenting information in multiple platforms using two computer monitors. 
• Proficient in Microsoft office (including Word and Excel)
• Monitoring and Managing Queue's

Preferred Skills

• Multitasking
• Customer service experience
• Release of Information Experience 
• Healthcare experience
• Data entry

We offer: 

• Comprehensive onsite/virtual training program followed by job shadowing with an assigned mentor
• Company equipment will be provided to you (including computer, monitor, virtual phone, etc.) 
• Full Benefits: PTO, Health, Vision, and Dental Insurance and 401k Savings Plan and tuition Assistance 

You will:

• Receive and process requests for patient health information in accordance with Company and Facility policies and procedures. 
• Maintain confidentiality and security with all privileged information.
• Maintain working knowledge of Company and facility software.
• Adhere to the Company's and Customer facilities Code of Conduct and policies.
• Inform manager of work, site difficulties, and/or fluctuating volumes. 
• Assist with additional work duties or responsibilities as evident or required.
• Enhanced need for attention to detail for medical records.
• Consistent application of medical privacy regulations to guard against unauthorized disclosure.
• Responsible for managing patient health records.
• Responsible for safeguarding patient records and ensuring compliance with HIPAA standards.
• Prepares new patient charts, gathering documents and information from paper sources and/or electronic health record.
• Ensures medical records are assembled in standard order and are accurate and complete.
• Creates digital images of paperwork to be stored in the electronic medical record.
• Responds to requests for patient records, both within the facility and by external sources, retrieving them and transmitting them appropriately.
• Answering of inbound/outbound calls.
• May assist with patient walk-ins.
• May assist with administrative duties such as handling faxes, opening mail, and data entry.
• May schedules pick-ups.
• Assist with training associates in the HIS positions.
• Generates reports for manager or facility as directed.
• Must exceed level 1 productivity expectations as outlined at specific site.
• Participates in project teams and committees to advance operational Strategies and initiatives as needed.
• Mentor HIS staff for further professional development.
• Inform senior leadership of issues, opportunities or challenges.
• Assist throughout the region with training, mentoring and/or coverage as needed.
• Participate and assist with onboarding activities for new employees.
• Assist with Quality Assurance tasks as directed by management.
• Acts in a lead role with staff regarding general questions and assists with new hire training and developmental training.
• Leads training sessions for timely staff development.
• Other duties as assigned.

What you will bring to the table: 

• High School Diploma or GED.
• Must be 18 years of age or older.
• Ability to commute between locations as needed.
• Able to work overtime during peak seasons when required.
• 1-year Health Information related experience.
• Basic computer proficiency.
• Comfortable utilizing phones, fax machine, printers, and other general office equipment on a regular basis.
• Professional verbal and written communication skills in the English language.
• Detail and quality oriented as it relates to accurate and compliant information for medical records.
• Strong data entry skills.
• Must be able to work with minimum supervision responding to changing priorities and role needs.
• Ability to organize and manage multiple tasks.
• Able to respond to requests in a fast-paced environment.
• Presentation skills for small group settings.
• Forward thinking and ability to problem solve.

Bonus points if:

• 2+ year Health Information related experience.
• Meets and/or exceeds Company’s Productivity Standards.
• Previous production/metric-based work experience.
• In-person customer service experience.
• Ability to build relationships with on-site clients and customers.
• Comfortable bringing new ideas, process improvement suggestions, and feedback to internal stakeholders.

Position Summary 

We are seeking a motivated and detail-oriented Transportation Project Manager to join our growing team. The ideal candidate will have a strong background in managing transportation projects for local municipalities or FDOT, including planning, design, and permitting. This position offers the opportunity to lead multidisciplinary projects that improve mobility, safety, and infrastructure in our communities. 

Your Responsibilities as a Transportation Project Manager:

• Manage the design and delivery of transportation projects for local and regional government clients, including roadway, sidewalk, intersection, and multimodal improvements. 
• Serve as Project Manager for assigned projects—responsible for scope, schedule, budget, and client coordination. 
• Prepare and oversee development of plans, specifications, and estimates (PS&E) in accordance with FDOT and local standards. 
• Coordinate with public agencies, utility providers, and permitting authorities. 
• Conduct and/or oversee traffic analysis, safety studies, and roadway geometry design. 
• Provide guidance and technical review for junior engineering staff. 

Minimum Qualifications 

• 6+ Years experience in civil / transportation engineering. 
• Professional Engineer (P.E.) license in Florida (or ability to obtain within 6 months). 
• Demonstrated experience in project management for municipal or county transportation projects. 
• Working knowledge of FDOT standards, the Florida Design Manual (FDM), MUTCD, and local agency design criteria. 
• Proficiency with MicroStation / OpenRoads, AutoCAD, or similar design software. 
• Strong written and verbal communication skills and ability to lead client interactions. 

Preferred Qualifications 

• Experience with Local Agency Program (LAP) projects or FDOT coordination. 
• Familiarity with grant-funded transportation projects (e.g., CDBG, SCOP, SCRAP ) 
• Experience developing cost estimates and managing subconsultants. 
• Bachelor’s or Master’s degree in Civil or Transportation Engineering. 

Why you'll love working with us:

• Company-subsidized medical and dental
• Company-paid life, short, and long-term disability
• 401k match, tuition assistance, and more
• Cross-training and the ability to work on a variety of projects
• Performance-based bonuses or other incentives
• Working with the best and brightest in the industry
• 2,000+ employee national firm with 70+ locations across the US

Req ID: 11516

#LI-TB1

POSITION OVERVIEW
The Account Manager maintains and expands relationships with assigned account base customers, with intentions to maximize sales/profit for every account and most importantly to expand CR market penetration within the assigned area.

The Account Manager represents the entire range of company products and services to assigned customers, while leading the customer account planning cycle and ensuring assigned customers’ needs and expectations are met by the company.

This position will be required to build and sustain productive relationships and partnerships with current customers and prospects to grow sales and to expand CR penetration with Designers, Architects and Builders’ segments.

JOB RESPONSIBILITIES:

• Establishes productive, professional relationships with key personnel in assigned customer accounts.
• Coordinates the involvement of company personnel, including support, service, and management resources, in order to meet account performance objectives and customers’ expectations.
• Meets assigned targets for profitable sales volume and strategic objectives in assigned accounts
• Proactively leads a joint company account planning process that develops mutual performance objectives, financial targets, and critical milestones for a one and three-year period.
• Proactively assesses, clarifies, and validates customer needs on an ongoing basis.
• Develops a sales action plan to service accounts with high growth potential, collect strategic “intel”, and develop leads from existing account base to better infiltrate designers, architects, and builder’s as potential customers.
• Participates actively with local professional organizations linked with CR's tactics and strategies.
• Creates and executes specific plan to introduce and implement CR products in showrooms, K & B accounts to create demand within the market. Expand Pompeii brand penetration assigning more displays to qualified customers/locations.
• Leads solution development efforts that best address customer needs, while coordinating the involvement of all necessary company personnel.

ACCOUNTABILITIES AND PERFORMANCE MEASURES:

• Achieves assigned sales quota in designated strategic accounts.
• Meets assigned expectations for profitability.
• Achieves customer objectives defined by company management.
• Completes customer account plans that meet company standards.
• Closely coordinates company executive involvement with customer management.
• Works closely with Customer Service Representatives to ensure customer satisfaction and problem resolution
• Meets quarterly target expectations as far as CR- Display program once posted
• Visits every customer, with displays at least once per month, with mandatory report visits via email to Director of Sales.
• Strategizes, organizes assigned territory/region and plan sales calls weekly.
• Develops an action plan to approach designers, architects and builders, once fabricator leads are found during weekly visits.
• Promotes and executes product knowledge (PKs) at customer’s location and if possible, invite customers to visit one of CR's branches.
• Actively participates and leverages branch events as ways to increase sales.

REQUIREMENTS/EDUCATION AND EXPERIENCE:

• Bachelor’s Degree or proven track record of at least 10 years-experience in sales and marketing is required.
• Prefer knowledge and experience in the building material industry, in some capacity.
• Have the ability to develop a comprehensive understanding of CR's competitors, including their capabilities, past competitive history, and can assist in developing a plan to beat them!
• Must be detail-oriented and highly organized with a hunter mentality in the approach to developing and executing strategic plans.
• Must have the skills to discover, create, and develop new opportunities.
• Requires excellent verbal communication and writing skills, but more importantly the desire, ability, and competitiveness to succeed.
• Minimum 50% Travel on a regional basis to cover territory.

PERSONAL ATTRIBUTES:

• Communication Skills – Verbal Communication, Listening, Negotiation, Persuasion, Writing Skills
• Critical Thinking – Adaptable, Flexible, Problem Solving, Desire to Learn
• Positive Attitude – Cooperation, Courteous, Friendly, Honest, Respectful
• Teamwork – Collaborative, Team Player, Accept Feedback, Customer Service, Emotional Intelligence, Interpersonal Skills
• Work Ethic – Drive or Will to Learn, Multi-tasking, Organization, Time management & Efficiency, Strategic Planning, Results Oriented

At Compass You Will:

• Manage a portfolio of high-touch customers by serving as their day-to-day contact for questions and issues via phone calls, emails, and in-person meetings

• Promote the adoption of Compass technology and adjacent services by providing customers with 1:1 support, strategic recommendations, and group training sessions

• Provide essential marketing support by answering questions, creating collateral from templates including listing presentations and postcards, and being the liaison to marketing specialists for more complex support requests

• Partner with the Onboarding team on strategy and logistics for welcoming new customers to Compass

• Support ongoing projects such as new office openings, national initiatives, and new Expansion/M&A activity

• Work collaboratively with other team members and departments to champion questions and feedback on behalf of the agent

• Serve as a mentor to Agent Experience Coordinator(s) by being available for questions and managing escalations

What We're Looking For:

• 2-3 years of experience in customer service, training, office management, hospitality, or operations

• Previous experience in real estate a plus

• Previous experience with live or remote training a plus

• Previous experience working with enterprise technology (Zendesk, Salesforce, Confluence) a plus

• Passion for supporting and serving agents trying to grow their businesses

• The ability to establish credibility with key agent decision-makers and influencers

• Great listening skills, connects well with others, and is empathetic of the customer’s pain points

• A passion for creating community within a space; you encourage in-office interaction, bonding and engagement

• Strong problem-solving and analytical skills, allowing you to adapt and formulate solutions quickly

• Skilled communicator with great interpersonal skills, ability to build and manage relationships

• Meticulous attention to detail, highly organized

• Strong creative writing skills and eye for design

• Ability to work in the office during standard operating hours

• Ability to lift up to 25 lbs

At Compass You Will:

• Manage a portfolio of high-touch customers by serving as their day-to-day contact for questions and issues via phone calls, emails, and in-person meetings

• Promote the adoption of Compass technology and adjacent services by providing customers with 1:1 support, strategic recommendations, and group training sessions

• Provide essential marketing support by answering questions, creating collateral from templates including listing presentations and postcards, and being the liaison to marketing specialists for more complex support requests

• Partner with the Onboarding team on strategy and logistics for welcoming new customers to Compass

• Support ongoing projects such as new office openings, national initiatives, and new Expansion/M&A activity

• Work collaboratively with other team members and departments to champion questions and feedback on behalf of the agent

• Serve as a mentor to Agent Experience Coordinator(s) by being available for questions and managing escalations

What We're Looking For:

• 2-3 years of experience in customer service, training, office management, hospitality, or operations

• Previous experience in real estate a plus

• Previous experience with live or remote training a plus

• Previous experience working with enterprise technology (Zendesk, Salesforce, Confluence) a plus

• Passion for supporting and serving agents trying to grow their businesses

• The ability to establish credibility with key agent decision-makers and influencers

• Great listening skills, connects well with others, and is empathetic of the customer’s pain points

• A passion for creating community within a space; you encourage in-office interaction, bonding and engagement

• Strong problem-solving and analytical skills, allowing you to adapt and formulate solutions quickly

• Skilled communicator with great interpersonal skills, ability to build and manage relationships

• Meticulous attention to detail, highly organized

• Strong creative writing skills and eye for design

• Ability to work in the office during standard operating hours

• Ability to lift up to 25 lbs