Omnify Operations Supervisor

Position Summary: The Omnify Operations Supervisor has extensive background in health benefits, benefit tax laws, and systems research. This professional processes and cross-trains on all facets of Omnify Benefits, including contributions, distributions, account opening and contribution corrections.  Responsibilities also include Compliance testing, Training, COBRA, working in liaison with RMs for plan set up, Contribution Manager, EDI Files and assisting customers.

Essential Functions:

• Lead, coordinate, monitor and complete all the daily tasks of the Omnify Operations team. Provide daily workflow oversight to ensure service standards are maintained, while tracking the efficiency and accuracy of completed tasks. Collaborate with each team to set goals for processing standards and quality control.
• Maintain proficient knowledge and able to complete all tasks within the Operations team to ensure smooth and effective execution in these areas.
• Guide and support staff in researching and resolving both standard and complex system functionality issues and inquiries.
• Assist customers via phone, email or in person as needed, as a primary point of contact, or as a back-up in regard to Customer Care and COBRA operations.
• Interview and make hiring decisions for Omnify Operation teams members. Mentor, coach, and complete consistent 1 on 1 meetings.
• Prepare and conduct employee 4x2 reviews. Set accountability metrics and standards for processing and review, and handle employee issues, grievances, and discipline when necessary. 
• Prepare agendas and conduct Operation Meetings as needed. Work cross departmentally to collaborate on topics and agendas that impact Omnify.
• Lead team and serve as a valuable resource for employees. Proficient knowledge of all critical software applicable to Omnify including but not limited to Alegeus, Healthspace, ServiceDesk, DocuSign, Clarity, Director.
• Responsible for ACH/NACHA rules and regulations.
• Resolve problems through sound decision making and with confidence.  
• Provide department management with regular updates on staff and ticket/onboarding activity to track progress of goals and plan for the future. 
• Identify security controls to protect the bank against unnecessary risk and/or exposure. Report on all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
• Execute Alegeus Beta testing initiatives.
• Lead Facilitating of bulk transfers (in and out).
• Oversee and assist with employer invoicing as well as client onboarding. Complete Quality Control reviews to ensure accuracy.
• Serve as a main contact for the Alegeus system inquiries and Employer EDI Files. Stay informed of changes in new releases as well as upcoming enhancements and work with manager to execute changes.
• Assist Operations/Client Relations Manager with the research and implementation of new projects and procedures
• Maintain knowledge of IRS Sec 125, Pub 969, Pub 502 regulations and regulatory changes.
• Lead and coordinate the annual 1099 and 5498 tax review process to ensure accuracy and compliance.   
• Create and manage the Employer Termination process, ensuring it is incorporated into day to day Operations workflows to support timely action.
• Ensure direct reports are trained and comply with all applicable bank policy, laws, and regulations applicable to their roles. Monitor their adherence to internal controls and take action to address performance issues.
• Understand and adhere to all applicable bank policies, laws, and regulations applicable to the role. Complete required compliance training. Follow internal processes and controls as required.
• Report all compliance issues, violations of law or regulations in accordance with the steps defined in Bank policies.
• Perform or assist with other job related duties or special projects as assigned.
• Regular and reliable attendance is an essential function of this position.

Qualifications:

• Bachelor’s Degree in Business, Finance, or related field or comparable work experience preferred.
• At least 2 years previous supervisory/leadership experience required.
• 5 years previous banking experience required.
• Proficient knowledge with Alegeus WCA, Devenir, HealthSpace, and Microsoft Office products.
• Thorough understanding of all bank policies, benefit plan regulations, and compliance requirements.

Preferred Talents:

• Accurate and detailed
• Effective communicator- written and verbal
• Customer Service oriented
• Organized
• Self-directed and takes initiative
• Proven problem-solving abilities
• Independent with good judgment

Working Environment:

Indoor work – not exposed to outdoor elements or hazards. 

Some sedentary work and occasional lifting and/or carrying up to 10 pounds. 

This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding.

PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.