RCM Implementation Manager – Healthcare
Paradigm
Plan Implementation Manager
Manulife
full-time
Posted on:
Location Type: Hybrid
Location: Boston • Massachusetts, Pennsylvania, Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $60,375 - $100,625 per year
Job Level
Junior
About the role
- Accountable for overall project management and onboarding of new retirement accounts to the platform at Manulife/John Hancock.
- Manage the Sponsor and Advisor relationship experience as the plan transitions to Manulife Retirement John Hancock during the onboarding process.
- Ensure on-time and accurate requirements, customer experience delivery of plan set-up, payroll set-up and investment mapping of client assets.
- Handle a full caseload of any size cases with varying complexities, managing different conversion options, and supporting the products and features as outlined in the product catalog.
- Participate in Plan Specifications meetings and ensure the Plan Specifications document is signed for plan set-up; influence and negotiate plan design selections to Manulife/John Hancock standard features and capabilities.
- Lead all project updates and communication with external and internal parties; document, socialize, and obtain leadership approvals for servicing of any non-standard features/capabilities.
- Create processes and controls for any approved non-standard features/capabilities; must have completed and risk approved before go-live.
- Deliver required communications and documentation to the client, drafting or amending appropriately when needed.
- Support Technical calls to review data integrity and analysis with Plan Sponsors, Financial Advisors, and TPAs; review web testing scenarios and testing results for B2B and B2C processes.
- Assist with the final quality review in preparation for hand-off to ongoing service teams and ensure complete and accurate indexing of all project documentation in related CRM and Indexing tools.
- Provide oversight and ownership of the processing of large financial transactions.
- Identify and support training and developmental needs of the department; support, facilitate, and influence process improvement initiatives and strategies.
- Serve as a change leader, seek continuous improvement opportunities, and work to close process gaps.
Requirements
- 1 - 3 years of experience as a Plan Implementation Manager or a similar role.
- Experience working with the FIS Omni Recordkeeping Platform including the business to business and business to customer scope of services (highly desirable).
- Flexibility, adaptability, agility, and the capability to innovate and evolve while working through ambiguities associated with new processes, new system, and new products.
- Firm understanding of U.S. Retirement marketplace and Plan Provider Services including but not limited to: recordkeeping / trust, custody and investment operations.
- Knowledge of the surrounding ecosystem supporting Advisor, Sponsor, Participant and TPA digital, web, mobile channels.
- Expertise in one or more of the following end-to-end processes: presales thru sold business, plan onboarding, participant enrollment, payroll and eligibility services, money in motion, distribution processing, plan compliance services, and global cash and trade reconciliation.
- Proven knowledge of U.S. Retirement regulations and operations.
- Excellent customer service and communication skills (verbal and written).
- Ability to build and maintain relationships while focusing on professionalism.
- Excellent knowledge of workflows, procedures and the functionalities, complexities, and limitations of our systems.
- Expert problem solving, analytical, judgment and decision-making skills.
- Ability to effectively articulate processes and procedures.
- Effective time management and ability to multi-task, organize, and prioritize.
- Preferred: Bachelor's degree or Certifications in Retirement Compliance and Operations (preferred).
Benefits
- Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans.
- Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
- Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources.
- Generous paid time off program in the U.S.: up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law), and the full range of statutory leaves of absence.
- Flexible environment, hybrid work arrangement (Boston office: Tues, Wed, Thurs in office, Mon–Fri work from home), and support for well-being and inclusion.
- Professional development, learning and growth opportunities.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
FIS Omni Recordkeeping Platformplan onboardingparticipant enrollmentpayroll servicesdistribution processingplan compliance servicesglobal cash reconciliationinvestment operationsdata integrity analysisproject management
Soft skills
flexibilityadaptabilitycustomer servicecommunication skillsrelationship buildingproblem solvinganalytical skillstime managementorganizational skillsdecision-making
Certifications
Bachelor's degreeRetirement Compliance certificationRetirement Operations certification