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Case Installation Specialist I

4 months ago

Westlake Village, United States WARNER PACIFIC INSURANCE Full time
Job DescriptionJob DescriptionThe Case Installation Specialist, working closely with Case Advocates, Sales Executives, Brokers and Carriers, under general supervision, is responsible to apply carrier guidelines and internal procedures to new business census enrollments, run rates in GAIT and on carrier specific systems, data enter employee application information into carrier specific systems, process approvals and declines in GAIT, assemble and close out files for finance approval, respond to telephone and written inquiries and initiate steps to assist callers regarding general issues relating to the submission/approval process. The Case Installation Specialist makes independent decisions within Warner Pacific and carrier guidelines and procedures relative to new business, as well as modifications to existing business. Overview of Responsibilities
  • In support of maintaining and completing small group and/or large group submissions, the Case Installation Specialist will actively support the Case Advocate from the beginning of a submission to end, including but not limited to the following:
  • Thoroughly transfer enrollment data from paper applications to carrier specific census enrollments
  • Data enter group and applicant information into GAIT if applicable
  • Enter group and application information into carrier specific systems
  • Run rates in GAIT and on carrier specific systems
  • Match Warner Pacific rates with carrier rates, identifying any discrepancies
  • Assemble and close out files for finance approval
  • Complete Approvals/Withdrawals/Declines, and E-Mail/Fax appropriate letters to Broker and Sales Executive within 4 hours of receipt if applicable
  • Respond to e-mails and phone messages within 4 hours at a maximum
  • Maintain current knowledge of carrier guidelines, forms/applications, submission and completion deadlines as it relates to the Case Installation Specialists activities
  • Maintain a minimum average of 94% quality for census enrollment audit results on a running quarter basis
  • Provide back up in other areas within the department/company as needed/requested
  • Other activities as assigned
Expected Leadership Qualities
  • Treat all employees and customers fairly and with respect and communicate with other employees consistently in a dignified, positive fashion in order to encourage and achieve maximum performance results while earning respect and admiration of co-workers
  • Lead by example and regularly review, understand, and comply with all policies and procedures, including those regarding punctuality, attendance, harassment and discrimination prevention
  • Embrace change with a positive attitude and motivate others in the department to do the same
  • Demonstrate consistent, outstanding judgment, honesty and integrity in all aspects of job performance
  • Continually evaluate work environment identifying areas where assistance is required and opportunities for process improvement exist
  • Maintain and foster positive, open communication channels with all affiliated internal service areas (including Sales Executives), Brokers and Carriers
  • Assist internal and external co-workers in skill/knowledge development
  • Complete assignments as assigned and on time, unless otherwise agreed to
  • Independently seek out additional work from current or other departments as time permits
  • Positively participate in other projects/activities as assigned
Additional Skills and Requirements
  • Must be able to work additional hours beyond regular work schedules as necessary during our peak season to meet commitments to our customers and business needs (including holidays and weekends)
  • Minimum of a High School Diploma; advanced education or degree preferred
  • Prior experience resulting from a combination of education and/or experience that would provide an equivalent background in terms of underwriting assistant knowledge and experience is desired
  • Excellent written and oral communication and interpersonal skills
  • Ability to understand and demonstrate the use of computer system, computer programs and office equipment as necessary, including ability to type a minimum of 30-35 wpm and proficiency in the use of a 10 key
  • Ability to work a minimum of 8 hours per day, Monday through Friday, generally with shift start times between 8:00-8:30 a.m., as determined by senior management
  • Ability to work overtime, holidays and weekends as requested by senior management
  • High level planning, organizing and time management skills
  • Analytical skills leading to alternative coverage option considerations, with the same or other carriers
  • Negotiation skills
  • Results oriented
  • Demonstrated ability to analyze and resolve mathematical discrepancies
  • Demonstrated ability to remain calm in pressure situations
  • Demonstrated ability to multi-task

Compensation

  • Hourly Range*: $20.44 - $27.26 per hour
  • Actual compensation may vary from posting based on work experience, education and/or skill level.
  • * The hourly or salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role at the time of this posting. The Company may ultimately pay more or less than the posted range. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.
  • We offer a range of market-competitive benefits that include merit increases, paid holidays, Paid Time Off, medical, dental, vision, short and long term disability benefits, 401(k) + match, and life insurance.