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Agent Relations Appointment Coordinator II

2 months ago

Murray, United States Intermountain Health Full time

Position Overview:
As an integral part of the Broker Relations team, this role is dedicated to advanced administrative support concerning the appointment of agents and agencies associated with Intermountain Health. The position collaborates closely with the Broker Relations Director to ensure effective communication and maintenance of the broker sales force.

Key Responsibilities:
  • Gather and maintain all necessary documentation for the appointment of new agents and agencies.
  • Ensure the precision of agent Errors and Omissions (E&O) coverage, licenses, and contracts.
  • Oversee agent transfers, terminations, and reactivations in line with established protocols.
  • Process Agent of Record (AOR) letters and Letters of Authorization (LOA), and communicate changes to relevant departments.
  • Maintain the accuracy of the agent and agency master database, including agent files and demographic information.
  • Assist in organizing statewide and regional broker seminars, Broker Advisory Council meetings, and broker relations events.
  • Facilitate effective broker communications and notifications, and prepare documentation for Continuing Education (CE) credit approval.
  • Collaborate with various departments to address inquiries and resolve issues related to agents and agencies.
  • Act as a liaison with administrative staff in agent and agency offices, providing support and customer service to resolve concerns.

Minimum Qualifications:
  • Two years of experience as a level I Broker Relations Appointment Specialist; or
  • Four years of experience in health insurance, with two years in a Broker Relations role.
  • Advanced skills in word processing, spreadsheets, databases, and PC applications.

Preferred Qualifications:
  • Bachelor's degree in business, communication, or marketing from an accredited institution.
  • Strong interpersonal, organizational, and communication skills, both oral and written.
  • Detail-oriented with a commitment to accuracy in work.
  • Excellent time management abilities, capable of working under pressure and meeting deadlines.
  • In-depth knowledge of sales and commissions processes.
  • One year of customer service experience.
  • Experience with claims systems such as Facets.

Physical Requirements:
Manual dexterity, hearing, seeing, speaking, and carrying.

Company Commitment:
Intermountain Health is dedicated to fostering a culture of wellness and inclusivity, providing a comprehensive benefits package that supports the well-being of our caregivers.