Point C

Operations

• Design, develop, and deliver virtual training programs for new and existing staff across Operations.
• Train employees using established claims systems, processes, and procedural documentation.
• Inspire, coach, and motivate employees to achieve performance and quality goals.
• Identify training needs and develop appropriate curriculum and learning tools.
• Communicate training progress and outcomes to leadership in a timely and clear manner.
• Create and maintain training materials, including handouts, guides, and job aids.
• Conduct training needs assessments and operational audits to identify opportunities for development.
• Collaborate with operational teams to draft, revise, and certify organizational policies and procedures.
• Integrate procedural updates into training programs on an ongoing basis.
• Lead ongoing training initiatives related to system releases, new clients, or process improvements.
• Demonstrate strong presentation skills and a customer-service-oriented approach.

Operations Trainer

Customer Support

• Collaborate closely with the sales team to support and execute stop loss marketing strategies.
• Analyze and scrub client data to prepare comprehensive and accurate marketing requests.
• Act as a liaison between stop loss carriers and the sales team, ensuring smooth communication and efficient exchange of information.
• Submit and track network reporting requests with accuracy and timeliness.
• Manage workflows and deadlines across multiple concurrent projects—organization and attention to detail are essential.
• Foster teamwork and collaboration by being a reliable, communicative, and solutions-oriented partner within a cross-functional environment.

Stop Loss Sales Support Specialist

Controller

• Own the day-to-day execution of the year-end audit, serving as the primary operational owner and point of contact for auditor.
• Manage the PBC (Prepared by Client) list end-to-end: maintain a tracker of all auditor requests, assign internal owners, set due dates ahead of audit deadlines, and escalate stalls.
• Build and maintain an audit-ready close: ensure workpapers, reconciliations, and support are audit-quality at month-end.
• Coordinate and draft technical accounting memos for complex areas (revenue recognition, acquisition accounting, lease accounting, equity).
• Monitor auditor fee tracker against budget; flag scope creep early and escalate to VP Corporate Controller when out-of-scope requests are presented as in-scope.
• Lead interim audit preparation to front-load testing and reduce year-end compression.
• Lead & review reconciliation of general ledger accounts prepared by accounting team to subsidiary records monthly to ensure These include bank statements (corporate and custodial bank accounts), fixed assets, accruals, and prepaid expenses.
• Prepare and post journal entries (AJEs) and ensure proper classification of.
• Assist in financial statement preparation, including account classifications and transactional.
• Support accounts payable and accounts receivable processes as.
• Coordinate with operations and other departments to ensure accurate revenue and receivables reporting.
• Analyze budget-to-actual variances and summarize findings for management.
• Ensure compliance with local, state, and federal government reporting requirements.
• Contribute to process improvements and provide recommendations to strengthen internal controls.
• Assist with FP&A activities and broader corporate finance initiatives as needed.

Assistant Corporate Controller

Account Manager

• Manage a portfolio of approximately $5 - $8 million to ensure satisfaction, retention, and long-term partnership
• Serve as the primary liaison for plan sponsors, brokers, and internal teams to deliver an exceptional client experience
• Develop and execute strategic service plans to align with client goals and objectives
• Oversee day-to-day account management activities, including implementation, issue resolution, and renewals
• Maintain relationships with senior-level contacts within client organizations, including Benefits, Human Resources, and Finance leaders
• Ensure accurate and timely delivery of Point C products, services, and reporting
• Collaborate closely with internal stakeholders and partners—valuing internal relationships as highly as external ones—to proactively address client needs and drive continuous improvement and success
• Lead the development and delivery of presentations, client meetings, and renewal discussions as a subject matter expert on Point C solutions
• Establish cadence of regular and strategic service meetings
• Other duties as assigned to support client success

Full-stack Engineer

• Build and maintain full-stack Azure-hosted portals (internal member portal, external client portal, Argus portal) across UI, API, and data layers
• Contribute to the Argus EDI platform, handling healthcare transactions including eligibility, claims, remittance, and acknowledgments
• Develop and extend CRM functionality supporting TPA operations and client management
• Work with Azure services (App Services, Azure SQL, Functions, Storage, AI Services) and participate in architectural decisions
• Integrate AI/automation capabilities into products and workflows; use tools like GitHub Copilot and Azure AI as part of your daily development process
• Collaborate with stakeholders across multiple TPA entities to understand requirements and deliver solutions

Software Engineer

• Own end-to-end payment operations, including check run processing and register management across multiple platforms
• Lead daily workflows to ensure accuracy, timeliness, and compliance; establish and monitor KPIs and SLAs
• Manage vendor relationships (e.g., ECHO) for file transmissions and EOB template creation/modification; troubleshoot vendor file failures
• Monitor revenue generation and EOB timing and reporting
• Partner with IT on incident response and system issues
• Drive automation and efficiency initiatives; support dashboard and reporting development
• Partner with Finance on funding requests, registers, and reporting
• Support TPA acquisition integrations
• Maintain controls, quality standards, workflow testing, and validation
• Lead SOP development, process standardization, and team training

Manager, Payment Operations

Account Executive

• Prospect and qualify leads through outbound calls, emails, and CRM outreach to employer groups and benefits brokers
• Present Point C TPA services, programs, and value proposition to prospective clients in a clear and consultative manner
• Collaborate directly with outside sales representatives to ensure a smooth transition of qualified opportunities
• Build and maintain strong, trust-based relationships with brokers and consultants
• Manage the initial sales cycle from first contact through handoff to the outside sales representative
• Meet or exceed monthly activity and pipeline goals
• Accurately track all activity, pipeline, and forecasts in CRM (Salesforce)
• Partner with marketing and sales operations on campaigns, outreach strategies, and lead management
• Stay current on self-funded health plan trends, compliance requirements (ERISA, ACA), and competitor offerings
• Eligible for incentive compensation tied to individual monthly and annual sales performance

Inside Sales Representative

Manager

• Oversee, coach, and manage performance of PCRX clinical staff
• Serve as the primary clinical escalation point for operational and workflow issues
• Foster a culture of accountability, quality, and continuous improvement
• Develop and maintain standardized workflows, policies, and procedures for PCRX clinical activities
• Identify inefficiencies and gaps; implement corrective actions and process improvements
• Own onboarding, training, and competency validation for PCRX clinical staff
• Ensure staff are trained on workflows, tools, documentation standards, and internal guidelines
• Monitor clinical quality, documentation consistency, and adherence to internal standards
• Support audit readiness and quality review activities
• Provide data-informed recommendations to leadership on staffing, workflow, and capacity needs

Manager, Case Management

Sales

• Support the Northeast Regional Sales Director in executing strategies to achieve new business and revenue targets
• Assist in building and maintaining strong relationships with benefit consultants, brokers, producers, and general agents across the region
• Identify and help cultivate new business opportunities through proactive outreach and broker engagement
• Partner with the Sales Director on broker meetings, follow-ups, and ongoing relationship management
• Collaborate with Sales Operations to manage prospect submissions in Salesforce and maintain accurate pipeline tracking
• Support the development of regional sales strategies, market insights, and territory planning efforts
• Provide ongoing updates on pipeline activity, broker engagement, and regional performance
• Eligible for incentive compensation tied to monthly and annual sales performance aligned with the Northeast Regional Sales Director

Sales Associate

• Manage a portfolio of employer group accounts focused on Flex, HRA, and HSA programs to ensure satisfaction, retention, and long-term partnership
• Serve as the primary liaison for plan sponsors, brokers, and internal teams to deliver an exceptional client experience
• Provide subject matter expertise on consumer-directed benefit programs, including regulatory compliance (IRS, ERISA, COBRA, HIPAA, ACA) and industry best practices
• Oversee day-to-day account management activities including plan design, implementation, issue resolution, renewals, and ongoing program administration
• Ensure accurate and timely delivery of reporting, funding requests, and reimbursement processes
• Collaborate with internal operations, finance, eligibility, and claims teams to proactively address client needs and drive continuous improvement
• Maintain relationships with senior-level client contacts in HR, Benefits, and Finance departments
• Lead and participate in client meetings, presentations, and renewal discussions, providing data-driven insights and recommendations
• Monitor service performance against established SLAs and client expectations
• Establish cadence of regular strategic service meetings with clients and brokers
• Identify opportunities for additional services or plan enhancements to support client goals

Account Manager – Flex, HRA, HSA

Business Intelligence Analyst

• Support the development, maintenance, and validation of financial and operational reports, including RMN and case management billing, cost-per-case analytics, and routine daily/weekly/monthly reporting in coordination with Reliant
• Build and enhance dashboards and reporting solutions in Power BI while ensuring data accuracy through validation, reconciliation, and quality assurance processes
• Provide administrative and analytical support for key business processes, including documentation, standardization, and continuous improvement of reporting workflows
• Assist in maintaining and enhancing internal systems and platforms, including the authorization platform, by supporting updates, adding functionality, and managing ad hoc business requirements
• Partner with internal teams and external stakeholders (including Acuity and Persona) to ensure reporting accuracy, timeliness, and alignment across functions
• Support the transition of offshore cost containment functions by documenting workflows, maintaining continuity, and assisting with process integration

Operations Analyst, Reporting

• Collaborate with the account management team to gather necessary information for proposal development.
• Prepare and customize proposals and other collateral to support the account management team's efforts in acquiring and retaining clients.
• Ensure accuracy and completeness of proposals by thoroughly reviewing all materials and data.
• Coordinate with internal departments to obtain necessary information for proposal creation.
• Respond promptly to sales team inquiries and requests for proposal revisions or updates.
• Assist in maintaining a repository of renewal materials, especially those associated with proposal generation.
• Follow defined processes and workflows to streamline proposal development and ensure efficiency.
• Provide administrative support to the account management team as needed.