Broker Services Specialist

Description

This is a remote role but candidates must live near Thousand Oaks, CA. 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.

• 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.

• Assist agents who have questions regarding their information records in GAIT.

• Assist with other general office work as assigned

Additional Skills and Requirements

• 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.

• Ability to work assigned schedule in the Westlake Village location.

• Computer literacy with proficiency in the Microsoft Office suite and emphasis on basic-intermediate Excel

Skills

Excel, Data entry, Support, Customer service

Additional Skills & Qualifications

Writing skills

Communication Skills