• Acting back-up to the Designated Representative and Deputy Principal broker for the organization
• Lead the licensing department to ensure all Compliance guidelines and processes are fulfilled, including company and vendor contracts 
• Support the compliance and regulatory needs of the organization, by partnering with internal stakeholders, and reviewing federal, provincial and local legislation as it relates to the business
• Oversight of Ombudsman duties, dispute resolution and client complaints
• Identify, mitigate, and manage risks and interdependencies relating to business applications, risk and controls and data integrity
• Represent the organization and liaise with domestic and international insurance companies
• Partner with senior leaders in creating/revising operational design to ensure service excellence supportive of the Company’s growth strategy
• Guide the communication and roll-out of organizational initiatives, leading the change management process to shape understanding of proposed changes and establish support from key stakeholders 
• Lead continuous improvement initiatives to develop the Business Solutions team, driving the alignment of operational workflows for optimal customer experience
• Build and sustain a high-performance team to execute the business strategy

Skills: Regulatory Compliance, Stakeholder Engagement, Risk Management, Dispute Resolution, International Liaison, Operational Design, Change Management, Continuous Improvement

• Develop and execute the strategic plans that enable a digital Finance function in Consumer Health
• Responsible for the success of the Finance ecosystem
• Shape and connect Diamond legal entity separation, ERP transformation, and target-state Finance products (Consolidations & Reporting, Treasury, Payroll, etc) to enable streamlined Finance capabilities
• Leverage SigniFi design to connect Finance into supply chain & commercial and drive a unified design with strong architecture alignment to the broader Consumer Health Ecosystem
• Drive standardization, alignment, and adoption across Finance and connect Commercial, Supply Chain, and enterprise Finance components
• Provides direction to produce development team(s) that develop and deploy solutions
• Ensure seamless connectivity between ERP and Finance solutions through things like aligned data models and using fit-for-purpose tools to deliver digital capabilities
• Ensure end-to-end coverage of all key Finance processes
• Partner with business Finance teams across Diamond, Digital Platform Transformation, and business functions to recommend solutions that will support process automation and alignment
• Create an inclusive and positive work environment/culture where diverse talent can grow and succeed
• Effectively communicate vision and strategy to peers, partners, stakeholders, and executive leadership
• Encourage creative solutions with the strength of past knowledge and experiences acquired
• Clear vision of the interim and target states across the multi-year time horizon

Skills: Strategic Planning, Ecosystem Management, ERP Integration, Architecture Design, Standardization and Alignment, Team Leadership, Solution Connectivity, Cross-Functional Collaboration

• Systems for managing patient care and billing.
• Creating and maintaining confidential records, such as the Program’s personnel files in Workday, Candidate Information Sheets, and Employment Applications.
• Record Retention Policy including personnel files, clinical files, and business files.
• Processes payroll according to Company procedures.
• Be a communication liaison between colleagues and candidates/applicants and the Human Resources and Payroll staff to facilitate recruiting, on-boarding, payroll, HRIS, benefits, etc.
• Be a communication liaison between new hire colleagues/applicants and the Home Health Clinical Education team for onboarding needs.
• Initiate personnel requisition, provide application and background release forms to recruiter, and communicate candidate status to hiring supervisor.
• Prepare for regulatory review for both State and CHAP/accrediting body.
• Maintain and serve as resource for troubleshooting all office and technology equipment such as phones, tablets, laptops, copiers, etc.
• Maintain inventory records on Program equipment. 
• Review and document census changes and where to send this information.

Skills: Patient Care Systems, Confidential Record Keeping, Payroll Processing, HRIS Management, Communication Liaison, Onboarding Coordination, Regulatory Compliance, Technology Troubleshooting

• Responsible for training new Patient Care Coordinators (PCC)/Schedulers, Business Office Managers (BOM), Business Office Coordinators (BOC), Medical Records Admins and Medical Records Specialists using the role-specific materials per discipline
• Use EMR and other systems for patient and billing support.
• Maintaining updated financial records as appropriate to the role.
• Process claims and invoices before sending them to Accounts Payable, as directed.
• Maintain records and ensure accuracy of billing for medical supplies, etc., as directed.
• Order office supplies, forms, collateral materials, logo wear, and medical supplies and equipment as directed.
• Create a case in Forcura, and upload and attach patient documents, records, wound photos in EMR.
• Responsible for training new Business Office Managers (BOM) and Business Office Coordinators (BOC) in the onboarding and orientation of new colleagues using role-specific materials and tasks that fall under the responsibility of the BOM/BOC
• Maintaining a colleague's personnel file (Workday).
• Submitting headshot photo for an identification badge.

Skills: Training Development, Electronic Medical Records, Financial Record Keeping, Claims Processing, Inventory Management, Document Management, Onboarding Coordination, Personnel File Maintenance

• Contribute to the goals and objectives of projects/new operational processes through strategic thinking, up to and include post implementation support
• Understand the business model, as well as the customer and the Mutual funds model
• Actively participate in Working Groups and Control Groups
• Maintain Stakeholder Relationships with both internal and external business partners
• Bring forth knowledge and expertise and ensure to communicate risks and impacts to the company operations and downstream
• Evaluate cost/benefit analysis for projects and challenge the status quo for future benefits and improvements
• Evaluate key process and business engagements requiring recommendations, final evaluations, and process improvements
• Coordinate monthly metric activities with the management teams
• Identify gaps on operational processes, work with key subject matter experts and provide a clear operational recommendation
• Support the operational leaders in developing a clear and concise plan for changes 

Skills: Strategic Planning, Business Modeling, Stakeholder Engagement, Risk Communication, Cost/Benefit Analysis, Process Improvement, Metrics Coordination, Operational Analysis

• Strong working knowledge of Capital Markets 
• Strong working knowledge of Investor guidelines, loan restructuring and refinancing
• Ability to work with senior leaders on a loan by loan basis is imperative
• Needs to be able to deliver senior leader updates, strategic plans and hold other accountable
• Able to read/understand control reports
• Clear and concise communicator (written and oral)
• Able to “Diffuse” customer escalations and “sell” improved mortgage terms/conditions
• Experience managing direct reports
• Experience with business development, strategic partnerships, or developing business solutions in a client/external-facing role
• Experience working for healthcare technology or SaaS company
• Experience working with payers or providers

Qualifications: BA in Business Administration with 10 Years of Experience

• Deep understanding of Industry-specific operations in the Lending segment 
• Able to engage in detailed discussions with various client stakeholders 
• Deep understanding of the BPO industry operations (operations and high-level technology) and be able to engage client executives in detailed BPO deal, solution, transition, and transformation shaping discussions.
• Experience in global service delivery models using onshore-offshore service delivery models.
• Demonstrated ability to create strategic partnerships with large and complex organizations.
• Ability to operate in a fast-paced entrepreneurial and highly matrixed organization.
• Strong problem-solving and analytical skills and the ability to “roll up sleeves” and work with a client to create timely solutions and resolutions.
• Global Business Services - Client-facing GBS project experience
• Enterprise sales experience
• Background in technology outsourcing solutions 

Qualifications: BA in Information Technology with 9 Years of Experience

• Proactive team player, flexible, dependable, professional attitude
• Knowledge of PowerBI or project systems 
• Expert understanding of client and company’s business operations and issues
• Good understanding of applications and processes within the division
• Expertise in evaluating feasibility or practicality of ideas and options, assessing risks and trade-offs and, make informed and timely decisions
• Demonstrated superior flexibility in the face of ambiguous situations, shifting demands and challenging work environments
• Prioritizing and reprioritizing work deliverables and projects for internal clients based on changing business needs (deadlines, costs, scope of projects)
• Good understanding of the mutual fund regulations such as National Instruments and IFIC
• Strong time management skills with an ability to prioritize work, multi-task across various activities and meet deadlines
• Excellent oral, written, and presentation skills 

Qualifications: BA in Management Information Systems with 7 Years of Experience

• Understanding of Project Management Methodology along with associated business analysis accountabilities
• Flexible, adaptable, and resilient in the face of changing conditions or new challenges
• Effective relationship management, collaboration, communication and influencing skills
• Strong analytical, diagnostic and decision-making skills
• Strategic thinking with the ability to think conceptually beyond day-to-day business realities and to effectively consider downstream impacts
• Proven ability to multi-task
• Knowledge of the Manulife Retail operations 
• Knowledge of the mutual fund industry 
• Good understanding of the financial services industry, investment funds, and investment securities products
• Bilingualism, written and spoken
• Excellent analytical and organizational and communication skills

Qualifications: BA in Computer Science with 5 Years of Experience

• Experience in online/retail merchandising
• Leadership experience with direct report responsibility and managing multiple cross-functional teams/resources
• Experience managing a business portfolio in a large retail environment or consumer goods organization
• Expertise in Chat, Order Fulfillment, BOPUIS, B2B, Install Services, or Online Payment desired
• Corporate experience
• International/global workforce experience
• Agile/Scrum/SAFe certification
• Experience in financial services, b-to-b sales, technology and/or solutions sales
• Previous training and experience with sales process and methodology in sales ops/enablement
• Strong technical foundation, ability to use CRM, Excel, PPT, and related applications to manage data, report results, and present to both internal and external executive management

Qualifications: BA in Project Management with 13 Years of Experience