Coordinated Scheduling Specialist

7 days ago

Lacey, Washington, United States ACRISURE Full time

About Acrisure

Acrisure is a global financial services leader that combines innovative technology with a human touch to deliver a wide range of financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including insurance, reinsurance, cyber services, mortgage origination, and more.

We employ over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client-centricity, and an indomitable will to win.

Job Summary:

The Scheduling Coordinator (SC) plays a critical role in coordinating the scheduling of employees for enrollment sessions for Building Blocks for Business (BBforB) new client accounts, existing client new hires, and open enrollments throughout the year. This position is responsible for managing scheduling calendars, booking enrollment sessions, task management, and follow-up on tasks, creating event entries, corresponding, and verbally communicating with employees for bookings. All activities and communication will be documented in the Agency Management System.

Key Responsibilities:

  • Coordinate enrollment schedules for new accounts and open enrollments, backing up for new hires and mid-year employee enrollments.
  • Create calendar events for Benefit Advisors' enrollment schedule.
  • Manage, update, and complete tasks in the Agency Management System.
  • Record all communication in the Agency Management System, ensuring thorough notes that clearly convey the details of each interaction.
  • Save and name attachments and emails properly and accurately in the Agency Management System.
  • Provide assistance with general service inquiries.
  • Correspond and actively communicate with clients, employees, vendors, brokers, and peers.
  • Adhere to compliant enrollment conditions for BBforB clients by ensuring all employees are scheduled for enrollment.
  • Able to effectively schedule a large amount of enrollments.
  • Work within enrollment deadlines.

Requirements:

  • 1 year of scheduling experience.
  • Life and Health Insurance License a plus.

Competencies:

  • Appreciates and likes standardized controls and policies.
  • Enjoys a stable, predictable environment with steady work flow.
  • Willing to pitch in and complete tasks.
  • Accurate fact finder.
  • Learns quickly.
  • Very patient in working with a wide variety of people.
  • Critical thinking and problem-solving ability.
  • Seeks performance feedback from his/her manager and from others with whom he/she interacts on the job.
  • Takes initiative.
  • Takes time to effectively communicate verbally, through email or in person.
  • Excellent customer service.
  • Follows through on commitments.
  • Attention to detail.
  • Work ethic is impeccable.

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