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Broker Services Specialist

4 months ago

Frisco, United States WARNER PACIFIC INSURANCE Full time
Job DescriptionJob Description

The Broker Services Specialist’s responsibilities include but are not limited to entering, maintaining, and updating broker information in GAIT, assisting brokers with carrier appointments, and establishing carrier relationships. Under general supervision, the Broker Services Specialist is responsible for assisting in identifying, screening, educating and onboarding prospective new brokers and assisting them in the carrier appointment process. This position will also support sales in various other customer service support tasks to identify opportunities for all lines of business to include but not limited to Small and Large Group, Individual and Medicare. The Broker Services Specialist’s job duties are to comply and adhere to all licensing rules and regulations including carrier, Department of Insurance and internal procedures for processing new Broker and agency appointments. In addition, all existing appointments must be maintained and kept in compliance.

Overview of Responsibilities

  • Enter new brokers or update existing broker’s information in GAIT. Entering new brokers will require several steps; including approval process, validation of license, coordination with Sales to determine assigned Sales Exec, etc.
  • Work closely with underwriting and the new business department to establish carrier appointments and carrier relationships when new cases come in.
  • Perform duties in a timely manner to ensure no delays in the underwriting process.
  • Conduct outbound telephone calls to prospective brokers to introduce Warner Pacific and gather required information to determine broker eligibility.
  • Build rapport by phone to encourage brokers to pursue a Warner Pacific relationship or appointment.
  • Work closely with the various carriers and follows up in a timely manner to ensure appointments and relationships are established with minimal delay.
  • Generate monthly reports to management regarding new appointment receipts, pending items and items inflight at the carrier to establish work volumes.
  • Track all prospective appointments in GAIT, ensuring all communications and necessary data points are logged, information is accurate and carrier documents are attached.
  • Demonstrate/develop competency regarding the structure of broker/agency data in GAIT.
  • Facilitate the administrative tasks, follow up, documentation, and follow through needed once an appointment is made and follows up with underwriting as needed on pending cases.
  • Notify supervisor and Warner Pacific Helpdesk immediately when system issues occur so that corrections can be made in a timely manner.
  • Make note of potential process or system enhancements and communicate to management for consideration.
  • Assist agents who have questions regarding their information records in GAIT.
  • Assist with other general office work 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
  • 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 Consultants, 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

  • Ability to work additional hours beyond regular work schedules as necessary during our peak season to meet commitments to our customers and business needs (including weekend and holidays)
  • Minimum of a High School Diploma, GED or equivalent
  • Excellent customer service skills.
  • Excellent written and oral communications skills.
  • Strong customer service skills including responsiveness and service delivery.
  • Basic knowledge of Microsoft Office Suite and other business-related software systems.
  • Minimum of 1-2 years of experience in the health insurance industry is preferred.
  • Ability to prioritize work effectively.
  • Ability to work independently and as part of a team.
  • Computer literacy with proficiency in the Microsoft Office suite and emphasis on beginning-intermediate Excel.
  • Ability to sit for long periods of time, lift a minimum of 5 lbs, file, stand, bend, reach, pull.

Compensation

  • Hourly Range*: $20.45 - $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.