Broker Support Specialist

3 weeks ago

West Covina CA United States Alera Group Full time

 

iPros, an Alera Group company is currently seeking a talented Broker Support Specialist for a new opportunity with their employee benefits team

 

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

 

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?  

 

If that is what you’re looking for, this is your chance to be part of an amazing organization

 

iPros ultimate goal is to provide our agents with the necessary tools and resources to help people have access to insurance coverage. With the right coverage people can have security and peace of mind for themselves and their family.

 

The Broker Support Specialist is responsible for building and maintaining a positive and professional relationship with IPROS contracted Agents. The Broker Support Specialist will assist appointed independent agents and agencies in commission related questions, commission payment status, enrollment processing verification and status, RTS (ready to sell) support, enrollment kits ordering, promo item orders, web enrollment support, benefits support.


Responsibilities

  • Work with our independent broker partners, agencies, field marketing organizations, by developing and distributing educational and informational materials, coordinating product and policy communications, and supporting broker/sales events, which allow them sell more, earn more, and support IPROS on-going growth and success.
  • Follows policies and procedures and job aids to maintain efficient and complaint operations; communicates suggestions for improvement and efficiencies to management; identifies and reports problems with workflows following proper departmental procedures; actively participates in departmental staff meetings and training sessions.
  • Demonstrated critical thinking and problem-solving skills to get to the heart of the broker/agent’s issue.
  • Work with both internal Sales team and/or external brokers on assigned projects.
  • Act as a liaison for internal IPROS departments and external agency/broker partners.
  • General Office & Clerical/Administrative Work.
  • Respond to broker inquires through email inbox.
  • Help the supervisor with the review of call logs to identify any trends.
  • Assist the management team in developing strategies to address the trends.
  • Virtual Event Coordination, scheduling, and support for training purposes.
  • Other duties as assigned. 

 

Physical & Working Environment

 

Physical requirements needed to perform the essential functions of the job, with or without reasonable accommodation:

  • Must be able to travel when needed or required.
  • Ability to operate a keyboard, mouse, phone and perform repetitive motion (keyboard); writing (notetaking).
  • Ability to sit for extended periods; stand, sit, reach, bend, lift to fifteen (15) lbs.
  • Ability to express or exchange ideas to impart information to the public and to convey detailed instructions to staff accurately and quickly.
  • May occasionally be required to work irregular hours based on the needs of the business.

Qualifications

  • High school diploma or GED required.
  • Bilingual in Spanish.
  • Familiar with Centers for Medicare and Medicaid Services (CMS) regulations.
  • Exceptional customer service skills, including verbal and written communication.
  • Analytical and detail oriented.
  • Ability to organize, multitask and problem solve.
  • Positive interpersonal skills, including excellent written and verbal communication skills.
  • Technology proficiency includes comfort with MS Office (Excel, Word, PowerPoint, SharePoint), MS Teams, Zoom, Adobe Pro, etc.
  • Ability to listen, talk, and type at the same time.
  • Ability to collaborate and be a team player.

We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.

 

Salary: Starting at $25/hr+

 

We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

 

If you're a California resident, please read the California Consumer Privacy Act prior to applying. #LI-MM1PandoLogic. Category:Insurance, Keywords:Insurance Agent, Location:West Covina, CA-91793

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