Regional Supervisor, PFC

Magellan Health

About The Position

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. Reviews contract deliverables and reports for accuracy and compliance, conducts regular check-ins with PFCs, and develops narrative summaries to ensure complete, client-ready submissions to the Office of the Secretary of Defense for Financial Readiness (OSD FINRED). 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. Reviews and supervises 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. Participates in the Quality Assurance and Improvement Committee and process providing feedback from field operations. (35%) Monitors the interactions of PFCs 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. Manages services provided by counselors assigned to permanent rotations, on demand and surge events. 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. (20%) Directs the provision of services including financial management services, financial counseling, educational workshops, consultations with base and installation command, and services. Directs the timely collection of counselor activity data to facilitate internal and external program reporting. (18%) 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. (14%) Screens for and assists with reporting conflict of interest incidents. Coordinates and communicates with PFCs to ensure compliance with congressionally mandated disclosures. Coordinates and communicates with PFCs to ensure compliance with the Magellan Conflict Of Interest (COI) process. (13%) The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description.

Requirements

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 be able to obtain a Tier 2 Clearance
Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process
Must have one of the following active certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)

Responsibilities

Management and supervision of the Personal Financial Counselors (PFC)
Provides weekly supervision regarding financial management services and administrative issues
Maintains consistency in service delivery
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
Reviews contract deliverables and reports for accuracy and compliance
Conducts regular check-ins with PFCs
Develops narrative summaries to ensure complete, client-ready submissions to the Office of the Secretary of Defense for Financial Readiness (OSD FINRED)
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
Reviews and supervises 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
Participates in the Quality Assurance and Improvement Committee and process providing feedback from field operations
Monitors the interactions of PFCs with service and family members, POCs, PFC teammates, and community resource representatives
Manages services provided by counselors assigned to permanent rotations, on demand and surge events
Provides oversight for PFC counseling
Directs the provision of services including financial management services, financial counseling, educational workshops, consultations with base and installation command, and services
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
Coordinates with POCs to assure that the PFC/program is meeting the needs of the base and installation and provides feedback to the PMO
Screens for and assists with reporting conflict of interest incidents
Coordinates and communicates with PFCs to ensure compliance with congressionally mandated disclosures
Coordinates and communicates with PFCs to ensure compliance with the Magellan Conflict Of Interest (COI) process