Multi-Market Support Specialist I- REMOTE at WARNER PACIFIC INSURANCE

Westlake Village, California, United States -

Full Time

Start Date

Immediate

Expiry Date

22 Jul, 26

Salary

36.11

Posted On

23 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

RFP processing, Data entry, Microsoft Excel, Salesforce, CRM management, Healthcare insurance knowledge, Underwriting support, Attention to detail, Communication, Deadline management, Census data handling, Benefit summaries, Collaboration, Problem solving, Adaptability

Industry

Insurance

Description

Warner Pacific Position Description Multi-Market Support Specialist CO, TX, OK, FL- Remote Position Summary The Multi-Market Support Specialist plays a critical role in supporting the Multi-Market Analysts with the intake and processing of group health insurance opportunities across multiple markets. This position is responsible for reviewing and preparing Request for Proposal (RFP) documents, assisting with new business installations, and ensuring accurate data handling throughout various stages of the sales and onboarding process. The ideal candidate is detail-oriented, organized, and thrives in a collaborative and fast-paced environment. Overview of Responsibilities: RFP Support * Independently review and scrub RFP documents for accuracy and completeness, including: employee census data, benefit summaries and current/renewal and rate documentation. * Identify missing or inconsistent data and escalate appropriately for resolution. * Organize and label documents according to established naming conventions and internal protocols and upload to Salesforce. * Assist with preparing RFP packages for submission to carrier partners. * Accurately log opportunities in CRM systems for internal visibility. * Efficiently manage a high volume of quote requests, balancing speed and accuracy to maintain productivity that meets or exceeds departmental standards. Underwriting Support * Enter and format census and benefit information into carrier-specific templates and quoting tools. * Support Multi-Market Analysts by pre-filling data fields to streamline the underwriting and quoting process. * Verify consistency of information between RFP documents and input templates. * Accurately put together premium rosters in support of the Finance Sold File process. * Maintain a high audit percentage score for audits surrounding pre-submission census enrollments. Market & Product Knowledge * Demonstrate strong understanding of the healthcare insurance market, including carrier products, benefits, plan structures, and underwriting guidelines. * Stay informed on state-specific market trends to assist in supporting both new business and renewal purchasing decisions. Client Communication * Maintain consistent, clear, and professional communication with internal teams throughout all quoting and sales processes. * Respond promptly to inquiries and ensure clarity and accuracy in all written and verbal communications. * Facilitate seamless hand-offs and information shared to Multi-Market Analysts. Business Overflow * Provide ad hoc support during peak times to ensure timely delivery of quotes and proposals. * Support Multi-Market Analysts with deadline management by taking on administrative or templated portions of workload and can include but not limited to updating CRM systems. * Support Broker Service Team with renewal open enrollment changes; can include but not limited to data transfer to carrier templates, audits, internal/external CRM updates, and/or service items (as needed and trained). Collaboration & Team Support * Partner closely with Multi-Market Analysts, Broker Service Representatives, and Benefits Proposal Analysts to provide a seamless sales and onboarding experience. * Attend team huddles and actively participate in discussions around process improvements and workflow updates. * Provide backup coverage for peers during PTO or heavy volume periods. * Share knowledge and documentation of best practices to contribute to team success. * Participate in team projects as assigned by Supervisor or Leadership Team. * Assist with gathering feedback on internal and external systems and assist with the development of new projects and workflows to enhance the customer experience and overall efficiencies of the department. * Perform related responsibilities and additional tasks as needed to support team and business operations. Expected Leadership Qualities * Accountability: Own tasks and deadlines, follow through without needing frequent reminders. * Attention to Detail: Deliver work that is accurate, organized, and thorough. * Professionalism: Communicate respectfully and clearly with team members and partners. * Adaptability: Embrace change and remain flexible in shifting priorities or new processes. * Initiative: Look for opportunities to improve efficiency and proactively offer support. * Team-Oriented: Foster a positive work environment through dependability, mutual support, and collaboration. Additional Skills and Requirements * High School diploma or equivalent required. * Strong proficiency in Microsoft Excel and comfort working with complex spreadsheets. * Experience with CRM systems like Salesforce is highly preferred. * Effectively communicate across teams and with external partners, ensuring accurate and timely information sharing. Able to draft clear documentation and respond to non-routine issues with appropriate detail. * Consistently produce accurate work while managing competing priorities and meeting deadlines. Actively seek opportunities to expand knowledge and improve processes, contributing to team efficiency and personal development. * Effectively navigate shifting priorities and evolving workflows. Embrace change with flexibility and support others through transitions. Working Conditions: * While this position allows for remote work, there may be occasional in-office attendance for meetings, team collaborations, and other essential activities.    * Full-time, Monday to Friday, with overtime during peak periods, holidays, and weekends as directed by management. * Minimal travel may be required for client meetings or training sessions. Compensation * Hourly Range: $19.38- $36.11 per hour * Actual compensation may vary from posting based on work experience, education, and/or skill level. * * The hourly or salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role at the time of this posting. The Company may ultimately pay more or less than the posted range. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law. * We offer a range of market-competitive benefits that include merit increases, paid holidays, Paid Time Off, medical, dental, vision, short- and long-term disability benefits, 401(k) + match, and life insurance. * As an organization that values diversity of backgrounds, experiences, thoughts, and education levels, we know that an amazing candidate may not have all the qualifications that are listed above. Warner does not want to miss out on excellent candidates. If you believe you would be able to leverage your skills and strengths to meet our “Duties & Responsibilities" section, please apply! We look forward to hearing from you!

Responsibilities

The Multi-Market Support Specialist processes group health insurance opportunities by reviewing RFP documents and assisting with new business installations. They also provide underwriting support by managing census data and maintaining accurate records within CRM systems.