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Company

Magellan Health · 3 days ago

Regional Supervisor, PFC

United States

Full-time

Remote

Senior Level

$64K/yr - $103K/yr

5+ years exp

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BiotechnologyHealth Care

No H1B

U.S. Citizen Only

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Responsibilities

Primary responsibility for the management and supervision of the Personal Financial Counselors (PFC).

Provides weekly supervision regarding financial management services and administrative issues, maintains consistency in service delivery, and assures program compliance with DoD (Department of Defense) expectations.

Serves as an interface with the Points of Contact (POCs) for the installations served by their team members.

Directs the provision of services including financial management services, financial counseling, educational workshops, consultations with base and installation command, and services.

Manages services provided by counselors assigned to permanent rotations, on demand and surge events.

Directs the timely collection of counselor activity data to facilitate internal and external program reporting.

Directs the PFCs in their consultations with POCs and base and installation command regarding the effective handling of a wide range of requests to meet the needs of the military community.

Coordinates with POCs to assure that the PFC/program is meeting the needs of the base and installation and provides feedback to the PMO.

Monitors the interactions of PFC with service and family members, POCs, PFC teammates, and community resource representatives to ensure timely, effective assistance is given to the service members and their families.

Provides oversight for PFC counseling to ensure counselors understand the individual service and family member needs, develop action plans to address needs, and provide appropriate coaching to utilize suggested resources.

Review and supervise the duty to warn reporting and restricted reporting processes to ensure service and family member safety and compliance with the special nuances of DoD protocols.

Monitors the implementation of new or enhanced PFC and company policies and procedures.

Uses the quality improvement process to assess changes in policies and procedures.

Participates in the Quality Assurance and Improvement Committee and process providing feedback from field operations.

All other duties as assigned.

Qualification

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Financial CounselingManagement/LeadershipSupervisory ExperienceAccredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)Documentation OversightFluent English

Required

Bachelor's degree required.

5+ years of financial counseling post-certification.

2+ years documentation, oversight, management and supervisory experience.

Current counseling competence and certification.

Must be a U.S. citizen and speak fluent English.

Must have one of the following active certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Document Management, Financial Counseling, Management/Leadership, Supervisory experience.