Associate Broker Service Representative I

Warner Pacific Insurance Services is looking for an Associate Broker Service Representative I to serve as a key point of contact for brokers. This role involves providing research, analysis, and resolution for inquiries related to billing and benefits while ensuring strong relationships with clients and internal teams.

Responsibilities

• Addresses inquiries from Brokers, Sales Consultants and Medical and Ancillary carriers
• Assist in analyzing complex or challenging problems and provide relevant information and solutions
• Clarify and communicate carrier policies, benefits, and guidelines to brokers and agency staff members
• Responsible for responding to benefit and billing inquiries. Processing new hire enrollments, handling termination requests, providing forms, and managing renewal requests among other related tasks
• Responsible for learning and becoming proficient in internal tools and effectively navigating carrier portals
• Utilize CRM platforms such as Sales Force to provide transparency and status of pending items
• Communicate with clients, brokers, Sales Consultants and Medical and Ancillary Carriers regularly to gather necessary information to answer and reply to inquiries
• Foster and maintain positive customer relationships while collaborating with internal teams to ensure customer requests and inquiries are addressed promptly and effectively
• Acknowledge urgent requests upon receipt
• Stay updated on trends in employee benefits offerings, plan designs, and the competitive landscape to provide the best viable solutions and recommendations
• Continuously monitor industry regulations (i.e., carrier 411) and compliance standards to maintain up-to-date knowledge of the employee benefits market
• Collaborate with Sales consultants, brokers, and carriers to consistently provide accurate and detailed information
• Provide team back-up/desk coverage as needed
• Assist other team members/departments as needed

Skills

• High school diploma or equivalent
• Any combination of education and/or experience that would provide a background in terms of customer service knowledge and experience preferred
• Familiarity with employee benefits products such as group health insurance, dental insurance, vision insurance and other ancillary products
• Ability to manage multiple tasks and prioritize in a fast-paced environment
• Ability to work independently with supervision as well as part of a team
• Good analytical skills and attention to detail
• Strong written and verbal communication skills, with attention to grammar and detail
• Good customer service skills, with the ability to effectively communicate via email and phone when interacting with customers
• Proficient using computer systems, office software, and data entry

Benefits

• Merit increases
• Paid holidays
• Paid Time Off
• Medical
• Dental
• Vision
• Short- and long-term disability benefits
• 401(k) + match
• Life insurance

Company Overview