Senior Director, Pinnacle Print and Transaction Solutions

Mail & Print Shop Irvine, California


Description

If you’re looking for a career that provides affordable health benefit solutions to the people who support some of the most vital industries, we’re looking for you.
               
At Pinnacle Claims Management, we are an innovative third-party administrator (TPA) that provides a full-suite of comprehensive and customized health benefits administration services for self-funded companies, including health management and wellness solutions, and pharmacy benefit management.  We are also a proud contracted partner with Covered California. As part of the Western Growers Family of Companies, we are committed to providing our employees with everything they need to succeed and grow. We know that taking care of our clients starts with taking care of our employees.               
As a keystone of our philosophy, we recognize that every person on our team comes to us with a unique background, history and story that adds strength to our organization. Additionally, employees are encouraged to recognize that there isn’t a work life and a home life, there is one life. This recognition throughout the organization emphasizes the value of finding a healthy and happy balance in every employee’s life. One way this is realized for employees of Pinnacle Claims Management is flexible work arrangements with work-from-home, in-office or hybrid options.               
With competitive compensation packages, premier investment support, enriching personal development and more, we strive for our employees’ job satisfaction and success.             

Compensation: $91,303- $140,585 with a rich benefits package that includes profit-sharing.

        
           

Job Description Summary

A high-level position reporting to the Chief Information Officer who is responsible for leading the business division, Pinnacle Print and Transaction Solutions (PPTS). This position collaborates and leads this division and oversees the financial aspects of this business unit, including budget, profitability, expenses, and influence, and maintains product pricing. In addition, collaborates with Pinnacle Claims Management Inc. (PCMI) marketing department relative to strategic marketing and communications initiatives and supports sales efforts. This individual will be responsible for all aspects of this business unit, including printing, distribution, electronic payments, and EDI transactions, including sales outreach. The incumbent will provide superior customer care relative to these services and execute a high level of quality control to ensure standards of practice (HITRUST) and be responsible for determining the company’s equipment and software. This position has four direct reports: Digital Print and Folder Inserter, Digital Print Operator, Lead Distribution Specialist, and Distribution Technician.

Qualifications

  • Bachelor’s degree (BA/BS) in one of the following disciplines: Information Systems, Computer Science, Business Administration, and/or 10+ years of an equivalent combination of education and experience with theoretical and practical knowledge in the field preferred.
  • Previous experience with, and excellent understanding of, electronic data interchange (EDI) commerce, preferably within the healthcare industry.
  • Solid understanding of processing payments using virtual credit cards as well as all related banking regulatory compliance that exists in such transactions.
  • Strong computer skills including Microsoft Office Suite: Word, Excel, PowerPoint, and Outlook.
  • Demonstrated experience building and leading teams while maintaining a strong leadership-level presence.
  • Proficient in workforce planning, budget, and resource staffing for the department
  • Extensive knowledge of the development and implementation of standards, procedures, and guidelines to support operational processes.
  • Strong analytical and problem-solving skills.
  • Proven ability to be flexible and work hard, both independently and in a team environment, in a fast-paced environment with changing priorities.
  • Strong communication skills with internal and external stakeholders.
  • Excellent written, verbal, and presentation skills.
  • Ability to negotiate and defuse conflict.
  • Proven ability to multi-task many projects and demands at one time.
  • Knowledge of distribution and postal regulations for health benefits and financial materials, preferred.
  • Maintain a clean DMV record and the ability to travel to locations throughout the U.S. (mainly California and Arizona) up to 25% of the time.

Duties And Responsibilities

Pinnacle Print and Transaction Solutions Operations
  • Direct and manage the printing, distribution, electronic payment and (EDI) transactions, including overseeing the inventory of all supplies and resources needed.
  • Develop, implement, and monitor successful administrative processes and procedures to maximize employee production and compliance.
  • Prepare annual budgets for areas of responsibility.
  • Act as the primary liaison between multiple operational divisions that may have differing priorities and objectives.
  • Manage all third-party accounts used within Pinnacle Print and Transaction Solutions (PPTS).
  • Regularly track group/departmental costs, ensuring these are managed within budget. Employ cost containment measures while retaining quality and efficient operations and a productive, healthy work environment. Anticipate expenses and identify potential budgetary concerns to leadership.
  • Develop and maintain metrics and measurement (Key Performance Indicators) to support a consistent, informative, and timely management reporting package.
  • Regularly analyze and report on the productivity and effectiveness of the operations in comparison to established performance metrics. Identify areas of improvement and recommend resolution.
  • Oversee the management and direction as it relates to the set-up and installation of all new business accounts.
  • Maintain daily and monthly invoices and prepare end of month billing for accounting.
  • Oversee the management and monitoring of the copier fleet in all offices.
  • Manage distribution department to ensure healthcare I.D. cards, certificates and benefit information are accurate and timely.
  • Provide distribution department with support to accomplish their objectives, this includes working with management and outside vendors.
Sales, Marketing and Retention
  • Work with sales, account management, marketing, and communications to grow PPTS’s existing book of business.
  • Work closely with PCMI’s executive team to develop and execute sales strategies and tactics for PPTS.
  • Support sales in driving business growth results through face-to-face engagement with clients, consultants, and other external influencers when necessary.
  • Maintain high visibility with PCMI’s clients, consultants, and industry leaders.
  • Work with sales and account management in identifying upselling business opportunities on renewals.
  • Conducts marketplace research on industry trends ensuring PCMI technologies, efficiencies and product offerings are competitive in comparison to the marketplace.
  • Manage client relations including building long-term relationships with key clients and addressing customer concerns, as well as offering products and services to meet client needs.
  • Set sales and revenue targets and work diligently to meet them.
  • Ensure the delivery of relevant, well-constructed and error-free work that meets established deadlines, supports client, company, supervisor objectives and is provided efficiently and produced with accuracy and due diligence.
Management & Leadership
  • Maintain and promotes a positive culture within the department and across teams.
  • Director sets a positive example for the team and is a worthy ambassador of both supervisor and company, demonstrating professionalism, good judgment, initiative, and diplomacy.
  • Develop a culture of real, personal accountability by modeling the behavior that defines it.
  • Instill a culture of safety and expectation, within your respective area/s.
  • Require direct reports to hold themselves accountable to high standards of performance and personal conduct, in a clear, helpful, straightforward way.
  • Conduct one-on-one conversations with every direct report, quarterly, focused on their 3A+ capabilities, impact, and effort.
  • Make decisions and choices, impacting staff, by using the steps as outlined in the “Outward Mindset Skills for Leaders” guide.
Other
  • Utilize all capabilities to satisfy one mission — to enhance the competitiveness and profitability of our members. Do everything possible to help members succeed by being curious and striving to understand what others are trying to achieve, planning, and executing work helpfully and collaboratively. Be willing to adjust efforts to ensure that work and attitude are helpful to others, being self-accountable, creating a positive impact, and being diligent in delivering results.
  • Attend client or off-site meetings as requested by supervisor.
  • Maintain a clean DMV record and the ability to travel to locations throughout the U.S. (mainly California and Arizona) up to 25% of the time.
  • All other duties as assigned.

 

Physical Demands/Work Environment

The physical demands and work environment described here are representative of those that must be met by an employee to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to communicate with others. The employee frequently is required to move around the office. The employee is often required to use tools, objects, and controls. This noise level in the work environment is usually moderate.