Associate finance representative job description

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Hancock Whtiney Financial Representatives partner with licensed Financial Advisors (FA) to assist the FA with meeting and or exceeding assigned sales and referral goals. The primary objective of the Financial Representative role is to participate in and successfully complete the licensing process to move to an Associate Financial Advisor and gain industry experience in order to prepare for a career as a Financial Advisor.
ESSENTIAL DUTIES & RESPONSIBILITIES:

* Requests study material and prepares for licensing exams.
* Observes experienced Financial Advisors to gain knowledge about assisting clients to achieve their financial goals.
* Assists Financial Advisors on training retail associates on how to increase referral opportunities.
* Partners with Financial Advisors to assists and support licensed bankers by organizing call parties, client appreciation days, etc.
* Attends annual compliance continuing education meeting held by Hancock Whitney Investment Services.
* Successfully completes required continuing education in compliance with both insurance and securities regulations
* Participates in community affairs to increase company and bank's visibility and to enhance new business opportunities.
* Routinely travels with assigned region to meet with clients at different Financial Centers and/or client's office or other location as requested by the client.
* Assist in opening accounts, preparing for account reviews, process account maintenance
* Schedule client appointments, meetings with wholesalers, meetings with licensed bankers.
* Help train and assist licensed bankers to assist clients.
* Help uncover investment opportunities for existing and new clients.
* Effectively work with assigned territory team of licensed bankers and Financial Center managers to assist clients, track referrals, follow up with all pending business/referrals, and meet revenue goals for branches as well as monthly/annual goal for Advisors.
* Provide administrative support for Advisors as needed.

SUPERVISORY RESPONSIBILITIES:

None

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

* Bachelor's degree preferably in Business, Finance, Accounting or related field.
* 1 year of related experience preferably in Brokerage/Insurance and/or Banking/Retail
* Must be able to obtain FINRA series 7 and series 66 license within the first year of employment. A current series 63 and 65 registration can substitute for the series 66.
* Must currently possess or be able to obtain a multi-state Life and Health Insurance license within 90 days of employment.
* An equivalent combination of education, training, and experience may be considered.
* Ability to interact with individuals of widely divergent lifestyles required.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

* Ability to travel if required to perform the essential job functions
* Ability to work under stress and meet deadlines
* Ability to operate related equipment to perform the essential job functions
* Ability to read and interpret a document if required to perform the essential job functions
* Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

This position contributes to the success of Pepsi Beverages North America (PBNA) by ensuring regulatory compliance (OSHA, EPA, and DOT), accident prevention and after injury management. This person will work to support implementation of the EHS Management System at the Lima, OH manufacturing location. The ideal candidate will be a subject matter expert in employee safety and environmental regulations as well as have OSHA, EPA, and DOT compliance experience and be highly skilled at implementing processes that will lead to sustained EHS performance improvements.

This person is responsible for deploying, implementing, and leading the EHS agenda by supporting the location manufacturing teams with integration of safety and environmental programs, Workers' Compensation, prevention efforts, and regulatory compliance into everyday work life. The EHS Associate Rep has responsibility to analyze accident data and develop and implement actionable safety/environmental solutions. The candidate is expected to provide collaborative, proactive, and creative problem-solving abilities to develop best-in-class EHS programs for the improvement of the overall strategy and EHS management system.
Responsibilities

* Implement, execute, ensure compliance with the Pepsi - North American Beverages EHS policies and procedures, and all federal, state, and local OSHA/EPA/DOT regulations (i.e. Lockout, Haz Com, Machine Safety, SARA, RCRA, etc.)
* Manage local EHS budget
* Lead the development and implementation of the EHS Annual Operating Plans and EHS Action Plans for the location
* Achieve annual targets rates for Lost Time, Recordable, Severity, and Environmental
* Ensure compliance with applicable occupational safety and environmental regulations
* Develop, implement, execute, and manage strategies to prevent workplace injuries, environmental incidents, and vehicle accidents
* Demonstrate solid employee relations experience, interpersonal and verbal/written communication skills
* Display strong problem solving, organizational and analytical skills
* Demonstrate professional maturity and ability to act as a change leader by influencing all levels of the organization to drive continuous improvement in safety performance
* Conduct EHS activities such as training/auditing/assessing to ensure ongoing compliance with regulatory agency requirements, Zero Zone Management System standards, and internal PepsiCo EHS procedures
* Perform risk assessments and assist in the implementation of effective physical and/ or behavioral control measures. Recognize and verify the effectiveness of in-place control measures
* Identify unsafe equipment operation and conditions while demonstrating knowledge of appropriate corrective action for unsafe conditions or equipment use
* Exercise a leadership, coordination, and communication role with the location leadership to drive continuous EHS improvement across the location
* Complete root cause analyses and develop corrective action plans to address root basic causes and management system weak-spots through the use of industry-recognized cause analysis techniques

Qualifications

* EHS Focused Bachelor's Degree
* 2- 5 years of experience in EHS or applicable EHS work experience preferred
* Effective communication and interpersonal skills including public speaking skills and presence in meetings and training environments
* Ability to:
* make and deliver training presentations
* work collaboratively with colleagues to create a results driven, team oriented environment
* maintain confidentiality
* make independent decisions
* demonstrate excellent organizational skills
* use PC and related software (Microsoft Word, Excel, PowerPoint, Outlook)
* handle multiple priorities and meet critical deadlines

Preferred Job Qualifications:

* EHS management experience in a related industry, including consumer packaged goods, distribution/transportation, manufacturing or grocery industry
* EHS degree and/or related certification
* Knowledge and experience with EHS Management systems and their deployment
* EHS auditing
* CSP, CIH, and/or CHMM desirable
* Covid-19 vaccination may be a condition of employment dependent on role and location. For specific information, please discuss role requirements with the recruiter

EEO Statement

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.

PepsiCo is an Equal Opportunity Employer: Female / Minority / Disability / Protected Veteran / Sexual Orientation / Gender Identity

If you'd like more information about your EEO rights as an applicant under the law, please download the available EEO is the Law & EEO is the Law Supplement documents. View PepsiCo EEO Policy.

Please view our Pay Transparency Statement

Department:

16001155 Revenue Cycle Management Business Operations Administration

Shift:

Day (United States of America)

Shift Length:

8 hour shift

Hours Per Week:

40

Union Contract:

Non-Union

Weekend Rotation:

None

Job Summary:

Responsible for completing the financial clearance process and creating the first impression of Allina's services to patients, their families and other external customers. Articulates information in a manner that patients, guarantors, and family members understand and will know what to expect regarding their financial responsibilities. Works with medical staff, nursing, ancillary departments, insurance payers, and other external sources to assist families in obtaining healthcare and financial services.

Key Position Details:

Remote Position

Mon-Fri 7:30am-4pm

Job Description:

Principle Responsibilities

* Perform daily Financial Clearance activities.
* Perform financial clearance processes by interviewing patients and collecting and recording all necessary information for pre-registration of patients
* Educate patients of pertinent policies as necessary i.e., Patient Rights, HIPAA information, consents for treatment, visiting hours, etc.
* Verify insurance eligibility and completes automated insurance eligibility verification, when applicable and appropriately documents information in Epic
* Confirm that a patient's health insurance(s) is active and covers the patient's procedure
* Confirm what benefits of a patient's upcoming visit/stay are covered by the patient's insurance(s) including exact coverage, effective date of the policy, coverage limitations / requirements, and patient liabilities for the type of service(s) provided
* Provide proactive price estimates and works with patients so they understand their financial responsibilities
* Inform families with inadequate insurance coverage of financial assistance through government and financial assistance programs and refers the patient to financial counseling
* Review and analyzes patient visit information to determine whether authorization is needed and understands payor specific criteria to appropriately secure authorization and clear the account prior to service where possible
* Ensure that initial and all subsequent authorizations are obtained in a timely manner
* May provide mentoring to less experienced team members on all aspects of the revenue cycle, payer issues, policy issues, or anything that impacts their role

* Other duties as assigned.

Job Requirements

* Must be 18 years of age with education and/or experience needed to meet required functional competencies as listed on the job description, and High school diploma or GED preferred
* Associate's or Vocational degree in Business Administration, Health Care Administration, Public Health, or Related Field of Study preferred
* Less than 2 years experience with Insurance and Benefit Verification, Pre-Registration and/or Prior Authorization activities in healthcare business office/insurance operations required
* Experience working with clinical staff. Previous experience working in outpatient and/or inpatient healthcare settings preferred
* Experience working with clinical documentation. Previous experience working with a patients clinical medical record preferred

Physical Demands

Sedentary:

Lifting weight Up to 10 lbs. occasionally, negligible weight frequently