Under the minimal supervision of a manager or director, the Supervisor, PFM Accounts manages the daily operation of the assigned client service team and ensures the team delivers accurate, timely service to clients based on client specific service requirements and their Service Level Agreement (SLA).

The Supervisor develops and monitors processes to ensure the delivery of consistent high quality cost efficient service, trains and leads associates ensuring that their day to day activities are in alignment with client deliverables, and works effectively across the PFM organization to efficiently and effectively problem solve operational issues prior to those issues impacting clients.

This is hybrid located out of the Corporate Headquarters in Winston Salem, NC

Primary Accountabilities:

Leadership:Hire and develop high performing associate teamsEncourage associates to make decisions in the best interest of Inmar and the PFM clientCoach and motivate associates to continue areas of developmentLead by exampleEnsure all new associates and temporary workforce are trained within company policy and procedure guidelines before gaining access to systemsListen and work to effectively resolve client issues that are brought to the attention of the Inmar account teamQuickly address associate issues when clients raise problems or areas where the team is falling short, with regard to unmet deliverablesStrategic:Understand client’s business goals and key deliverables outside day-to-day service requirementsSupport the CDM/CDD (sales team) as necessary to ensure those key goals/deliverables are met, for example, supporting the CDM/CDD with Business Review preparationBuild a trusted relationship with client contacts and seek to understand if the operations team members are delivery accurate and timely service as outlined in client contractInfluenceServe as lead and/or facilitator for projectsRecommend and implement best practices for transaction processing such as business rules, tolerance settings, transaction taggingTake a solution-based approach when addressing manager/director with issuesDevelop efficiencies within team and present these ideas to manager/directorWork with team members to establish business rules that can be used each time these common scenarios ariseOperationalEffectively adjust workload balance based on changing day-to-day priorities as dictated by client demandsClearly understand the standard deliverables of service and the unique deliverables for each clientDevelop processes and procedures to maintain and monitor open balances at acceptable levelsContinuously look for ways to implement more efficient processes, leveraging technology and developing best practices to adopt within the department. Share recommendations with manager and implement upon approval.Distribute workload to other team members, as assigned by supervisor/managerAdministrativeEnsure accurate and timely responses to client inquiriesEscalate issues to immediate manager and above as necessary to ensure issues don’t evolve into a deterioration of service to the clientEnsure associates attend annual HIPAA and Security Awareness training Provide daily/weekly reporting to supervisor/manager as determined based on job specific dutiesWork closely with HIPAA Privacy Officer when encountering potential Privacy BreachesMaintain HIPAA (Health Insurance Portability and Accountability Act) compliance in all client communicationPerform special projects and other duties as assigned by management.

Additional Responsibilities:

Performs other duties as assignedComplies with all policies and standards

Required Qualifications:

4-6 years At least four years of relevant experience involving customer service, computer usage, data entry and data analysis and a Bachelor’s degree in Business Administration, Accounting, or a related field or an equivalent combination of training and experience required to complete the essential functions/job responsibilities of the position
requiredAbility to reconcile bank statements and subsidiary systemsAbility to analyze transactions, detect and avoid errorsAbility to perform detailed work with numerical data and to make mathematical computations rapidly and accuratelyAbility to prepare and analyze complex financial reports and recordsAbility to create documents requiring accuracy and confidential handlingAbility to maintain detailed, accurate records and filesAbility to organize tasks and time to ensure timely completion of all projectsAbility to proceed independently and carry out assignments to completion with minimal instructionAbility to use good judgment in recognizing scope of authorityAbility to facilitate communications and problem solveAbility to establish and maintain good working relationships internally and with clientsAbility to travel independentlyKnowledge of generally accepted accounting principlesKnowledge of accounting procedures on automated systemsIntermediate-level proficiency using MS Excel and MS WordKnowledge of computer systems and report generation (AS/400 knowledge preferred)Knowledge of servicing business accounts

Physical Demands

The physical demands described here are representative of those that must be met by an associate to successfully perform the major job responsibilities (essential functions) of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the major job responsibilities. This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.

Use Hands to Handle Objects - RegularlyReach with Hands or Arms - RegularlyTalk or Hear and Read Instructions - RegularlyStand, Kneel, or Stoop and Lift 20 Pounds - OccasionallyView Items at a Close Range - Regularly

Rarely: Job requires this activity up to 25% of the time
Occasionally: Job requires this activity between 25% - 50% of the time
Frequently: Job requires this activity between 50% - 75% of the time
Constantly: Job requires this activity more than 75% of the time

As an Inmar Associate, you:

Put clients first and consistently display a positive attitude and behaviors that demonstrate an awareness and willingness to listen and respond to clients in order to meet their short-term and long-term needs, requirements and exceed their expectations.Treat clients and teammates with courtesy, consideration and tact; you also have the ability to perceive the needs of internal and external clients and communicate effectively with the objective of delighting and retaining the client.Build collaborative relationships and work cooperatively with others, inside and outside the organization, to accomplish objectives, develop and maintain mutually beneficial partnerships, leverage information and achieve results.Set and attain achievable, yet aggressive, goals with a sense of urgency and accountability.Understand that results are important and focus on turning mission into action to achieve results following the principles of Flawless Execution while consistently complying with quality, service and productivity standards to meet deadlines and exceed expectations by giving our clients the best possible outcome.

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At Inmar, we put people first and that means empowering our associates to thrive at every stage of life and career. Our comprehensive and competitive benefits package is thoughtfully designed to support a wide range of lifestyles and life stages.

Eligible associates have access to:

Medical, Dental, and Vision insurance

Basic and Supplemental Life Insurance options

401(k) retirement plans with company match

Health Spending Accounts (HSA/FSA)

We also offer:

Flexible time off and 11 paid holidays

Family-building benefits, including Maternity, Adoption, and Parental Leave

Tuition Reimbursement and certification support, reflecting our commitment to lifelong learning

Wellness and Mental Health counseling services

Concierge and work/life support resources

Adoption Assistance Reimbursement

Perks and discount programs

Please note that eligibility for some benefits may depend on your job classification and length of employment. Benefits are subject to change and may be governed by specific plan or program terms.

We are an Equal Opportunity Employer, including disability/vets.

This position is not eligible for student visa sponsorship, including F-1 OPT or CPT. Candidates must have authorization to work in the U.S. without the need for employer sponsorship now or in the future.