Regional Supervisor, PFC

Magellan Health

130d • $64,285 - $102,855

About The Position

The primary responsibility for the management and supervision of the Personal Financial Counselors (PFC) includes providing weekly supervision regarding financial management services and administrative issues, maintaining consistency in service delivery, and assuring program compliance with DoD (Department of Defense) expectations. The role serves as an interface with the Points of Contact (POCs) for the installations served by their team members. It directs the provision of services including financial management services, financial counseling, educational workshops, consultations with base and installation command, and services. The position manages services provided by counselors assigned to permanent rotations, on demand and surge events, and directs the timely collection of counselor activity data to facilitate internal and external program reporting. Additionally, it 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. The role also 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. The position 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. It 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, and participates in the Quality Assurance and Improvement Committee and process providing feedback from field operations. All other duties as assigned.

Requirements

• Bachelor's degree required.
• 5+ years of financial counseling post-certification.
• 2+ years of 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).

Nice To Haves

• A combination of education and work experience may be considered.

Responsibilities

• Management and supervision of Personal Financial Counselors (PFC).
• Provide weekly supervision regarding financial management services and administrative issues.
• Maintain consistency in service delivery and assure program compliance with DoD expectations.
• Serve as an interface with Points of Contact (POCs) for installations.
• Direct the provision of financial management services, financial counseling, educational workshops, and consultations.
• Manage services provided by counselors assigned to permanent rotations, on demand and surge events.
• Direct the timely collection of counselor activity data for reporting.
• Monitor interactions of PFC with service and family members, POCs, and community resource representatives.
• Provide oversight for PFC counseling to ensure understanding of individual needs and development of action plans.
• Review and supervise duty to warn reporting and restricted reporting processes.
• Monitor implementation of new or enhanced PFC and company policies and procedures.
• Participate in the Quality Assurance and Improvement Committee.

Benefits

• Comprehensive benefits package including health, life, and voluntary benefits.
• Short-term incentives may be available.

What This Job Offers

• Career Level: Manager
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees