Regional Supervisor, PFC

Magellan Health • OH

123d • $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. The supervisor directs the provision of services including financial management services, financial counseling, educational workshops, consultations with base and installation command, and services. They manage services provided by counselors assigned to permanent rotations, on-demand, and surge events. The supervisor also directs the timely collection of counselor activity data to facilitate internal and external program reporting and ensures effective handling of a wide range of requests to meet the needs of the military community. Additionally, they monitor interactions of PFC with service and family members, provide oversight for PFC counseling, review and supervise reporting processes, and monitor the implementation of new or enhanced PFC and company policies and procedures. Participation in the Quality Assurance and Improvement Committee is also required, along with 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

• Manage and supervise 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, counseling, workshops, and consultations.
• Manage services provided by counselors assigned to permanent rotations and surge events.
• Direct the collection of counselor activity data for program reporting.
• Consult with POCs and base command regarding requests to meet military community needs.
• Monitor PFC interactions with service members and families to ensure effective assistance.
• Provide oversight for PFC counseling and develop action plans for individual needs.
• Review and supervise duty to warn reporting and restricted reporting processes.
• Monitor implementation of new or enhanced PFC and company policies.
• Participate in the Quality Assurance and Improvement Committee.
• Perform other duties as assigned.

Benefits

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

What This Job Offers

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