Mosaic

Operations

• Lead underwriting operational launch of FI and PL product lines, including product definition, system implementations, workflows, procedures
• Provide day-to-day management of all aspects of agency underwriting operations for FI and PL
• Overall ownership of delivery of agency underwriting operations for FI and PL lines of business
• Liaise with North America underwriting teams to deliver operational processing, provide updates on operational performance, and address queries/question
• Use technical expertise to learn processing systems and workflows. Resolve complex queries, ensure underwriting operational requirements and rules are provided, followed and documented in Standard Operating Procedures (SOPs)
• Coordinate with International Agency Operations counterparts to ensure global continuity in governance, process, and communication, as well as managing expectations and deliverables to internal and external partners
• Act as key point of contact for mitigation of any operational issues/concerns raised by stakeholders or customers.
• This role will also be the key contact person for areas outside of operations (eg finance, credit control, etc)
• Responsible for management and performance of offshore operations related to service levels/KPIs, quality and timeliness of delivery, issue resolution, corrections, audit and benchmarking
• Act as point of escalation for all UW offshore operational issues for North America FI and PL lines
• Undertake review and development of optimal process flow. Identify and implement additional opportunities to best maximize and leverage offshore operations capabilities
• Facilitate regular planning with UW teams to determine future resourcing requirements
• Conduct monthly UW meeting to review: Prior month-end reporting (review through month-end report) Current status of submissions, binds, endorsements Trends in queries (focusing on specific queries that need UW assistance) Trends in how processing requests are received (prior to inception, within one month, within two months, etc)
• Perform quality checks on sample transactions processed by offshore teams
• Develop necessary corrective action plans, as needed, related to both business requirements and UW operations performance and delivery quality
• Participate in projects to improve/automate operations acting as subject-matter expert for FI and PL product lines

Operations Lead – North America Agency

Data Entry

• Enter patient data into electronic health record systems
• Verify and update patient information as needed
• Collaborate with healthcare teams to ensure data accuracy
• Maintain confidentiality of patient records

Office Support Staff, Data Entry

Vice President

• The AVP, Channel Partnerships is responsible for building, activating, and expanding Castlight / Vera’s broker and consultant ecosystem across assigned geographies.
• Develop relationships, tell value story, create new market interest, and generate high-quality opportunities for the employer sales teams.
• Operates with a high degree of autonomy and ownership.
• Partner with Regional Directors (Sales) and ADRs, expected to independently build broker mindshare, open doors to key target accounts, secure RFP inclusion, and advance Castlight/Vera into preferred/best-fit buckets within consulting firms.
• Deliver high-quality introductions, warm handoffs, and contextual background that improves deal momentum.

AVP, Channel

Analyst

• Build infrastructure in support of an evolving sales space
• Guide Sales team on deal quality and proper deal structure
• Coordinate closely with executives from Sales, Channels, Customer Success, Legal and Finance teams
• Collaborate with Legal and Finance to structure deals
• Monitor quarter-end deal progress and close all bookings transactions

Deal Desk Analyst II

Clinical Operations

• Responsible for providing supervision and leadership to the administrative and non-physician clinical staff of a large care center
• May be responsible for multiple care centers
• Implements and monitors operational/office policy and procedures
• Ensures office processes are efficient, supports the care center, and enhances patient satisfaction and retention
• Analyzes daily office operations and utilization of resources
• Maintains appropriate staffing levels and morale
• Interacts with regional manager to facilitate office operations to meet company objectives
• Conducts monthly staff meetings
• Hires, trains, coaches, counsels, and evaluates performance of direct reports

Operations Lead – North America Agency

Office Support Staff, Data Entry

AVP, Channel

Deal Desk Analyst II

Care Center Clinical Operations Manager