- Provide team supervision assign and monitor staff workload track deliverables and due dates.
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- Coordinate staffing coverage and scheduling to ensure appropriate resource allocation and uninterrupted service delivery.
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- Maintain a presence in the Welcome Center observing in-person appointments supporting staff during participant consultations and stepping in as needed to ensure exceptional service delivery.
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- Monitor staff workloads to ensure timely and accurate completion of participant interactions and benefit processing.
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- Promote a member-first service environment by modeling CARE values in all aspects of leadership.
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- Supports CARE Team management in overseeing performance issues including participation in disciplinary discussions and actions in accordance with company policy.
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- Ensure that QA standards are met across all participant interactions including application processing call handling and overall customer service.
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- Ensure adherence to Service Level Agreements (SLAs) and organizational timelines.
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- Monitor analyze and report on team performance metrics service levels quality outcomes and operational needs; recommend and implement improvements as needed.
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- Coaches and supports staff to strengthen communication problem solving and customer service skills.
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- Monitor the member appointment calendar daily.
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- Demonstrate the ability to prioritize tasks and reallocate resources to meet operational needs.
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- Liaise with other departments legal representatives and external vendors to resolve processing issues improve workflows and enhance the participant counseling experience
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- Oversee document verification functions ensuring staff accurately review validate index and process member documentation using established business processes and technology platforms.
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- Draft and/or review complex member communications.
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- Review and update of all forms and letters mailed to members and pensioners in accordance with the Funds style guidelines and Fund Counsel/Compliance approval.
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- Assist CARE Team Management in any necessary preparation for Trustee meetings.
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- Address escalated issues/calls as necessary with Senior Management.
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- Identify and arrange for any training that may prove valuable to team.
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- Participate in benefit planning seminars by presenting information to large groups; may require travel to various seminar locations.
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- Oversee special or recurring projects as assigned.
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