Top 45246 Client Support Specialist Jobs

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Policy Management ERM Specialist

CONTINENTAL SERVICE GROUP LLC -
Fairport, NY

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Job Details

Full-time
$62,353.20 - $71,706.18 a year

Qualifications

Microsoft Word
Confidential information handling
Microsoft Excel
Presentation software
Schedule management
Microsoft Teams
SharePoint
Typing

Full Job Description

Position Summary:

Responsible for oversight and management of PPMS Portal (Professional Practices Management System) to ensure all new PPMS documents and revised PPMS document changes are published timely, and to facilitate the annual review of all PPMS Corporate policies and procedures.

Responsible for oversight and maintenance of Letter Library (SharePoint Letters) to ensure all letter templates including development test proofs and letter mapping templates are current and up to date, including all associated metadata associated with the letter template. Additionally, oversee completion of all Letter SharePoint workflows to ensure all new letters and revised letter changes receive the appropriate approval from both internal and external stakeholders.

Support Compliance monitoring and auditing functions and Key Performance Indicators (KPI) Reporting, including Compliance reporting for Monthly Business Review Meeting deck.

Essential Duties and Responsibilities:

Responsible for oversight and management of ConServe’s Documentation System (PPMS portal). This includes all Professional Practices Management System (PPMS) document change requests and new document requests to ensure they have been properly submitted, and published in a timely manner, and notification to Business Owners of the change or new document.
Responsible to facilitate the annual review of all PPMS Corporate Policies and Procedures with the appropriate Business Owners, including monthly reporting to VPCPO of progress of reviews.
Responsible for oversight and maintenance of Letter Library (SharePoint letters) to ensure all letter templates including development test proofs and letter mapping templates are current and up to date including all associated metadata associated with the letter template.
Oversee completion of all Letter SharePoint workflows to ensure all new letters and revised letters changes receive the appropriate approval from both internal (GC and Compliance Mgt) and external stakeholders (i.e. Clients)
Responsible for providing information regarding adequate oversight of Professional Practices Management System (PPMS) documents,
Responsible for scheduling and compiling the PowerPoint decks for the monthly Business Review. Attend meetings as scribe.
Responsible for pulling compliance reports and dashboards for Compliance Management needed for Monthly Business Review Meeting deck for appropriate review and finalization by Business Owner (VPCPO, AVP, and QA Manager)
Responsible for providing support to Corporate Compliance Auditors (i.e. pulling data relevant to root cause analysis, monitoring and bonus information).
Responsible for assisting VPCPO and/or AVP (as needed) with miscellaneous reports or gathering records including annual ACA QMS Blueprint Renewal, PPMS documents for DDQ requests, or reports for various meetings.
Responsible for assisting with various reports and data for external audits, including client, state licensing, SOC I and II.
Document proposed advances or improvements for Compliance.
Documenting ConServe Service Improvements (CSI’s) upon completion.
Provide reporting of ConServe Service Improvements (CSI’s), upon request
Presentation of materials to management team and others.
Interaction with and assist other department managers and other department staff relating to ConServe’s PPMS and business processes.
Planning to complete variable workloads to approved deadlines.
Adherence to ConServe’s Professional Practices Management System (PPMS), Code of Conduct, and Compliance Program

Non-Essential Duties & Responsibilities:

Other duties as assigned

Education:

Associate’s Degree or equivalent combination of education and related experience
Bachelor’s Degree preferred

Skills/Requirements:

Minimum One (1) year of Microsoft 365 experience: SharePoint, Teams, and OneDrive
Minimum Three (3) years of Microsoft 365 experience: SharePoint, Teams, and OneDrive preferred.
Minimum Three (3) years of Compliance related experience preferred
Must maintain a high level of professionalism dealing with confidential and proprietary information
Demonstrated detail organization
Demonstrated proficiency in MS Word, Excel, PowerPoint and e-mail
Demonstrated organizational skills
Demonstrated time management skills
Ability to multitask
Previous auditing and/or technical writing experience preferred
Excellent verbal and written communication skills
Ability to understand and comply with all ConServe policies and procedures
Statement on Standards for Attestation Engagements (SOC 1 Type 2 Audit), ISO 9001:2015, or other quality system familiarity preferred
US Citizen or Lawful Permanent Resident Alien with three or more years of Permanent Residency in the U.S.
Obtain and maintain Government Security Clearance
No conflicts of interest with ConServe or our Clients

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job except for periodic breaks pursuant to applicable law.

Occasionally lift and/or move up to 25 pounds.
Ability to sit or remain sedentary for your entire work shift (8, 9, or 10 hour shift)
Ability to talk and listen on a phone for your entire work shift (8, 9, or 10 hour shift)
Ability to type on a computer for your entire work shift (8, 9, or 10 hour shift)
Ability to drive

Reasonable accommodations may be made to the extent required under applicable law to enable individuals with disabilities to perform the essential functions of this position.

MISSION STATEMENT:

ConServe is dedicated to satisfying the needs of our Clients in a manner consistent with improving the human condition, and that will foster the development of long term mutually beneficial relationships with our Clients, our Employees, our Suppliers and Business Partners and the Community as a whole.

Disclaimer: The above job description is not a contractual or binding document; it is provided as a guide to the types of duties required to be undertaken. Duties may vary from time to time and this description is subject to review. Modifications will be made as needed to support changes in the business climate and requirements.

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Refine Your Search

Client Support Specialist jobs

Policy Management ERM Specialist

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