Ancillary Liason

1 week ago


Scottsdale, United States GTN Technical Staffing Full time
Job DescriptionJob Description

ANCILLARY LIASON

SALARY: $70K - $80K

LOCATION: Scottsdale, AZ (on-site for 90 days then hybrid)

DURATION: FTE

We are on the hunt for an Ancillary Liaison (analyst/quality assurance) type of role in our Account Management department. As an Ancillary Liaison, they will need to consider themselves a subject matter expert on ancillary lines of coverage ie. Dental, vision, Life, Disability, Critical Illness, Hospital Indemnity, etc. Of these product lines, finding someone very comfortable with Life/Disability would be a plus

This role is focused on Quality Assurance and will manage our Business in Force (BIF) tool. In short, it’s a massive Excel document with a lot of numbers and names of current businesses that this person will manage and track. Accuracy is a must They will proactively manage Ancillary sold form completion to ensure accuracy and compliance and will work with Account Management leadership to support policies, procedures, and process documentation.

 

The Ancillary Liaison is responsible for proactively managing Ancillary sold form completion and accuracy, our Business In Force (BIF) tool and related processes. This will include managing Ancillary Account Management Quality Review processes, analyzing, and reporting trends, individual and department performance metrics, and leading the development and on-going maintenance of related policies, procedures, and training with the goal of improving efficiency and quality.

Responsibilities:

  • Act as the Department’s primary Ancillary subject matter expert on sold forms:
    • Ensure sold forms are completed accurately to facilitate prompt and hassle-free premium implementation and processing
    • Facilitate Ancillary Sold Form training sessions and provide feedback to Leadership, as needed
    • Maintain the Ancillary Sold Form manual
  • Collaborate with AM Leadership to support Ancillary Sold Form related tools, policies, procedures, and process documentation to ensure accuracy and consistency.
  • Manage the Quality Review Processes:
    • Monitor the Ancillary Quality Review Inbox to effectively manage volume to meet target turnaround times
    • Manage the Ancillary Sold Form Tracker including updates, changes, controls
    • Track and report Ancillary Sold Form trends for completeness, accuracy, and timeliness at a department and individual level
  • Manage Business In Force (BIF) tool and Ancillary related processes:
    • Manage the process for maintaining the Business In Force (BIF) report including, but not limited to applicable Ancillary updates and assignment of ID numbers in a timely manner
    • Monitor the BIF report for outstanding Ancillary Sold Forms by renewal date and communicate with the applicable staff regarding status in an effort to meet all stated processing goals
    • Create and maintain reporting tools for the field and Ancillary Account Management teams to monitor the status of cases on the BIF
    • Manage the Ancillary Bulk Sold Form Update Process
    • Maintain Ancillary Sold Form Processing Grid and communicate revisions to Ancillary Account Management
    • Maintain Ancillary BIF Manual and Ancillary BIF training tools
  • Perform audits and manage reporting and quality controls:
    • Status of Late Ancillary New Biz Not BIF'd
    • Progress of Ancillary Renewals Processed on BIF
    • Consistency on BIF (i.e. naming conventions)
    • Premium and Invoicing Drop Folders
  • Process Improvement: Engage in proactive and regular dialogue with team members to identify best practices as well as opportunities for Ancillary process improvements and/or additional training to improve efficiency and enhance the quality of sold form, Quality Review and BIF processes and tools.

Desired Skills:

  • Teamwork and Organizational Skills: Strong teamwork, organizational, and multitasking skills.
  • Analytical Thinking: Thoroughness, analytical thinking, and problem-solving skills.
  • Communication: Effective written and verbal communication with internal and external parties.
  • Adaptability: Ability to adjust to changing priorities in a fast-paced environment.
  • Time Management: Proven ability to effectively manage time, prioritize workload, and meet deadlines.
  • Positive Attitude: Ability to consistently assume positive intent and convey a positive attitude at work.
  • Confidentiality: Ability to maintain strict confidentiality.
  • Technical Proficiency: Proficient in Microsoft Office programs (Word, Excel, Outlook, Teams etc.


Qualifications:

  • Experience: 3+ years of project management, process improvement, and/or quality experience strongly preferred
  • Industry Expertise: 3+ years in group benefit insurance preferred
  • Education: Bachelors degree or equivalent work experience preferred
  • Communication: Ability to effectively communicate, both written and verbally, with internal and external parties
  • Skills: Strong attention to detail and problem-solving skills required
  • Well versed on ancillary lines of coverage ie. Dental, vision, Life, Disability, Critical Illness, Hospital Indemnity, etc.
  • Comfortable with Life/Disability is a plus

 

Company DescriptionWho We Are
GTN is the leader in technical staffing, leveraging innovation to drive next-generation recruiting to Fortune 2000 companies.

What We Do
We provide Scalable Technical Staffing solutions encompassing SOW, staff augmentation, and direct hire placement for Fortune 2000 companies, with niche service offerings in Cyber Security, Digital, Field Services, and Professional Services. Our recruiting teams are specialized, certified, and have endured rigorous technical boot camps and ongoing required educational courses and meetups.

What Proof We Have
We have experience in scalable IT Staffing since the year 2000. Our IT experts have helped Fortune 2000 corporations embrace the cybersecurity and digital space, with many of our experts remaining on contract with clients for 8+ years. Our staffing experts have been engaged to speak at cybersecurity conferences, and our teams are certified and specialize in divisions focused around cyber, digital, field, and professional services.

Why People Want It
Our valueCompany DescriptionWho We Are\r
GTN is the leader in technical staffing, leveraging innovation to drive next-generation recruiting to Fortune 2000 companies.\r
\r
What We Do\r
We provide Scalable Technical Staffing solutions encompassing SOW, staff augmentation, and direct hire placement for Fortune 2000 companies, with niche service offerings in Cyber Security, Digital, Field Services, and Professional Services. Our recruiting teams are specialized, certified, and have endured rigorous technical boot camps and ongoing required educational courses and meetups.\r
\r
What Proof We Have\r
We have experience in scalable IT Staffing since the year 2000. Our IT experts have helped Fortune 2000 corporations embrace the cybersecurity and digital space, with many of our experts remaining on contract with clients for 8+ years. Our staffing experts have been engaged to speak at cybersecurity conferences, and our teams are certified and specialize in divisions focused around cyber, digital, field, and professional services.\r
\r
Why People Want It\r
Our value