Description:
The Manager, Client Support and Operations Relationship Management would have mastered the Operations RM role and be viewed as a resource to other Operations RMs. The incumbent would be assigned mentoring responsibilities and should be able to substitute a Sales RM as necessary. The incumbent would also possess strong relationship management skills, negotiation skills, firm management skills, excellent communication skills, and strong presentation skills. This manager must be licensed as a Principal (Series 26) and would spend a majority of his/her time coaching and mentoring the Operations RM team and creating and driving strategic activity within the team focused on:
Driving sales and market share growth by partnering effectively with BD contacts and sharing information with sales partners,
Creating and executing consistent, high-quality messaging to our BD partners, and
Identifying and executing high impact / pay-off BD initiatives
Finally, the Manager, Client Support and Operations Relationship Management should demonstrate leadership and would be responsible for communicating team successes and challenges to SRM management.
Key responsibilities include:
Develop solid working relationships with BD contacts:
Conduct regular site visits in addition to conference calls and email communications (derived by segmentation tool) in partnership with Operations, Sales, and Internal RMs
Ensure maintenance comprehensive contact list (providing regular updates to Internal RMs) and deliver high-quality messaging to drive sales and market share growth
Partner with firm contacts for business planning purposes - focus on identifying key BD initiatives that Prudential Annuities can plug into to become / maintain a partner of choice
Partner with Sales and Internal RMs to create a solid matrix-style relationship throughout the BD firms (derived by segmentation tool)
Ensure effective account documentation is maintained by Operations RMs:
Develop and manage annual SAP in partnership with Sales RM and Internal RM teams; making sure team members are providing regular updates and sharing with SRM management
Share firm intelligence with key internal business partners - external and internal wholesalers, BDS, SRM, Operations, Marketing, Product/Investments, etc.
Ensure proper documentation of site visit activity in Sales Call Reports prepared by Operations RM team and share with SRM team on a timely basis
Serve as key contact for OMR (Operations Management Roundtable) group and actively participate in key industry events
Provide analysis and develop strategy around the ACES survey conducted by the OMR group
Attend and actively participate in Insured Retirement Institute (IRI) conferences and events
Manage relationship with Pershing
Identify opportunities for growth within these firms
Create and execute strategy to capitalize on growth opportunities
Monitor Service/Operations issues escalated by the BDs to drive timely resolution and to facilitate internal business process evaluation with ASG / Operations when necessary
Build effective partnership with SRM's case manager from ASG to effectively and efficiently facilitate problem resolution
Partner with Sales Project Management team to ensure firm-specific needs are effectively communicated and contemplated on broad project teams
Provide representation for SRM on project teams formed for specific-firm initiatives
Create effective partnerships throughout Prudential Annuities
Partner with Sales and BDS Desks - facilitate regular Partnership meetings and provide frequent communication back and forth between the teams
Leverage eCommerce, Operations Teams, Marketing, Product/Investments to execute BD initiatives (documented in the SAP)
Actively participate in team meetings
Identify, share, and adopt best practices with the team
Partner with Customer Service to ensure consistent messaging across all key and non-key account communications as well as to provide coverage when needed
Assist in training and provide coverage for other Operations RMs when necessary
Cross-channel focus:
Identify attributes among the channels that are common and those that are unique to a channel in order to leverage resources across channels and provide insight to the team
Teamwork / Leadership:
Demonstrate Leadership across the SRM organization
Provide coaching and mentoring to members of the team
Run Team Meetings - encouraging sharing and adopting best practices from others
Drive department / corporate initiatives with the team
Lead by example showing commitment and motivation to the team
FINRA Series 6 or 7 and Series 63 and 26 required
Bachelors degree required
8 plus experience in financial services, operations experience preferred
Effective communication and partnering skills
5 years management experience preferred
Job Title: Director, Annuities Advanced Planning
Company: Prudential
Location: WEST COAST LOCATION, CA
Description:
The Director, Advanced Planning provides value-add support to the Sales and Distribution organization. This support is primarily in the delivery of educational seminars for insurance, CLU, ChFC, CIMA, CFP, CPA and CLE continuing education credit, as well as informational seminars for financial professionals, clients/prospects, and key accounts. The seminars may also be part of internal, broker-dealer or industry events, and contain timely information about relevant tax rules and regulations. The incumbent will also provide technical assistance to internal and external wholesalers and advisors on client/prospect situations. In addition, this individual will assist in identifying training needs for internal associates and developing education tools to address those needs. This position will be located in Western United States. Bachelor's degree preferred (advanced degree (JD or MBA) preferred)10 or more years of advanced planning or comparable expertiseIndustry designation, such as CPA, CLU, ChFC or CFP, preferredFINRA Series 6 or 7 required, or must obtain, within 3 monthsInsurance license required, or must obtain, within 6 monthsVery strong presentation and facilitation skills.Ability to understand technical information and convey in an understandable fashion to multiple audiences
Job Title: Facilitator, Wraparound Program
Company: San Gabriel Childrens Center
Location: Glendora, CA
Description:
San Gabriel Children's Center (SGCC) Inc., has an opening for a Facilitator, Wraparound Program. SGCC is a Non-Profit Corporation serving Southern California providing residential care, structured therapeutic support, wraparound, TBS services,and THP Plus services. To qualify for this position, an individual must:Minimum qualifications are a Bachelor’s Degree, Master’s Degree preferred (MSW or MA) in the behavioral sciences from an accredited and recognized college/university. Two or more years experience working with seriously emotionally disturbed children and adolescents and their families. Knowledge of Wraparound principles and practices. Experience preferred in working with in-home and/or school-based programs and experience with effective models of child abuse prevention and intervention. Experience in engaging parents as partners; ability to work successfully with families with diverse ethnic and cultural backgrounds. Ability to effectively work collaboratively; strong organizational and planning skills; excellent personal, relationship, facilitation and service management skills and experience in crisis management. Excellent verbal and written communication skills. Bilingual English/Spanish preferred. Able to work a flexible schedule to fulfill program needs which imay include weekends, evening and holidays. Have a good driving record acceptable to our insurance carrier requirements Maintain a valid driver's license and proof of auto insurance. Responsibilities:Assist with completion of all documentation and reports, including Child & Family Plans, to insure that all documents meet current and acceptable standards, maintaining fidelity to the Wraparound model and meeting guidelines for all audit entities. Participates in agency-related activities, including, as necessary, the review of charts, client assignments, assessment and programming, crisis response when indicated, beeper coverage, staff meetings, screening and intake, and internal/external quality assurance activities. Under supervision of the Program Coordinator, the Facilitator collaborates with other entities within the SPA and county to ensure a maximum level of effectiveness and fidelity to the model. Ensure maximum participation in the planning, implementing and evaluation of services by clients/consumers through their participation and the advisory counsels. Must be sensitive and responsible to cultural differences among the agency's client population. Under general supervision, has responsibility for a caseload involving children and/or adolescents and their families, working closely with the resource pool of Child & Family Specialists, convenes the Child & Family Team Meetings for the purpose of establishing and evaluating the Plan of Care; promotes family decision making and consensus building; provides outreach and emergency services and counseling in crisis situations Interested qualified candidates send resume with salary history to: Register to View , fax Register to View or 2200 E. Route 66, Suite 100, Glendora, CA 91740
Job Title: Patient Care Facilitator/BSN
Company: Texas Health Resources
Location: Fort Worth, TX
Description:
Location
Texas Health Southwest
Job ID
23961
Department
NURSING ADMIN
Area of Interest
RN
Job Type
Full Time
Shift
Rotating
Relocation Provided
Travel Required
No
Qualifications
Texas Health Harris Methodist Southwest is currently in need of a Full-time RN Patient Care Facilitator.
BASIC QUALIFICATIONS:
· BSN in nursing; Masters Degree Preferred
· RN license to practice in the State of Texas
· CPR on Hire
3 years of current acute care hospital experience and 2 years in a clinical specialty.
Preferred Clinical Nurse Leader degree or actively pursuing CNL certification within 2 years.
· Basic Computer Skills, interpersonal skills, collaboration and negotiation skills.
· Effective oral and written skills
Hours: 8am-5pm Monday-Friday
Duties:
Make rounds with Physicians
Periodically check physician orders and lab results.
Reviews or develops discharge plans for patients.
Assure that core measures are met
Incorporate evidence based practice into plan of care
At Texas Health, we pride ourselves on providing eligible employees with a variety of great benefits:
BENEFIT at a Glance:
· 401 (K) Retirement Plan
· Health Care Benefits
· Wellness Program
· Paid Time off
· Tuition Reimbursement
· Life Insurance
· AD&D Insurance
· Disability Coverage
· Long Term Care insurance
· Other benefits: Flex dollars, Adoption Assistance, Credit Union, On-site Child Care and Fitness Centers
Duties
Monday-Friday, 8am - 4pm with some weekends, holidays and after hours required based upon business needs.
Located in the heart of southwest Tarrant County, Texas Health Harris Methodist Hospital Southwest Fort Worth, a founding member of Texas Health Resources, has provided advanced health care services close to home for area residents for more than 20 years. The full-service hospital features skilled physicians on the medical staff performing some of today?s most complex procedures, caring staff members and technology on the leading edge of medicine -- all in an environment designed with your comfort and convenience in mind.
In response to explosive growth in southwest Tarrant County, the hospital opened the Mary V. and Herbert L. Pease Tower in 2006 to provide easy access to specialty care. The five-story bed tower doubled the size of the hospital and features a new women?s services unit, two medical/surgical floors and physician office space. The construction included expansion of the hospital?s intensive care unit, pharmacy and nutritional services.
Specialty services offered at Texas Health Southwest include cardiovascular, surgical, orthopedic, rehabilitation, women?s and urology. Texas Health Southwest has been nationally recognized for excellence in caring for patients with heart failure, and the hospital continually ranks among the area?s preferred facilities to deliver babies, according to Fort Worth Child magazine (December 2006 issue).
Texas Health Resources is an equal opportunity employer that celebrates diversity at all levels of our organization. EOE/AA/M/F/D/V
Job Title: Full or Part Time Office Assistant/Claims Facilitator - Insurance
Company: Location: Philadelphia, PA
Description:
The Administrative and Personal Assistant (AAP) will assist Company President in providing various support services for policyholders of supplemental benefit insurance. The primary responsibilities of the AAP assistant are to answer calls and emails assisting policyholders with questions and assisting with questions regarding claims processing. Additionally, the AAP will assist in coordinating President?s calendar, order supplies and set appointments for sales calls and interviews. Occasional cold calling and marketing skills are a must for this position. A commitment to providing quality service is a cornerstone of this business.
The qualified individual should be well versed in Microsoft Office and be extremely computer savvy. The candidate must have excellent communication skills and be able to handle clients in volume while working under deadlines. The ideal candidate must be able to maintain a professional attitude in stressful circumstances dealing with emotional clients. A strong work ethic, professional appearance and attire are required. The ideal candidate must be reliable, dependable, and committed to excellence in customer service. Preferred work hours are Monday through Thursday or Friday 9:00 am to 5:30 pm (Flexible scheduling can be negotiated). Salary will be commensurate with experience.
Specialized Knowledge/Beneficial Skills and Experience:
? At least one year?s experience in a professional office environment
? Excellent customer service skills with a high level of customer focus
? Ability to work independently with limited supervision
? Maintain a daily work routine with the flexibility to respond to minor emergencies
? Knowledge of mail merges preferred
? Keep the office neat and clutter free throughout the day
? Manage and maintain the President?s schedule on a weekly basis
? Manage time and action calendar