Broker Operations Specialist
BROKERS OPERATIONS SPECIALIST
POSITION SUMMARY...
The Broker Operations Specialist will support the day-to-day functions of Allieds BPO Broker Operations department including agent licensing coordination with client and vendor partners, assist with the agent commission payment processes set-up, processing, auditing, and issue of payment, financial accounting and reconciliation, reporting, and customer service inquiries.
ESSENTIAL FUNCTIONS:
Strong understanding of New Business and Reissue submission paperwork received from BPO Clients to ensure agents are setup accurately; Serve as subject matter expert.
Serves as a main point of contact with National General Licensing Team to ensure the correct documentation is received to complete new agent implementations.
Responsible for maintaining, updating, and testing of new Commission Schedules on the new business documents and reissue transmittals.
Review the agent Diff Report daily to ensure necessary changes are communicated to the appropriate departments for updates.
Respond to and assist agents via phone and email with commission issues and questions
Executes effective resolutions for escalated issues and ensure that the appropriate Allied teams are informed.
A basic understanding of agent workflows and business processes for all BPO Clients.
Develop efficient tracking and ad hoc reporting as requested for agent services.
Serve as a back-up in processing the commission run.
Assists in answering questions regarding the commission run and helps to troubleshoot when issues arise.
Performs other related duties as assigned
EDUCATION:
College Degree or equivalent experience required.
EXPERIENCE AND SKILLS:
2 years of experience working with BPO clients as a Broker or similar capacity required.
Intermediate level work experience with Microsoft Office, Word, Excel, and Power Point software applications required.
Experience with Group Health Insurance/Benefits preferred.
POSITION COMPETENCIES:
Job Knowledge
Time Management
Accountability
Communication
Initiative
Customer Focus
PHYSICAL DEMANDS:
This is a standard desk role long periods of sitting and working on a computer are required.
WORK ENVIRONMENT:
Remote
The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate
Apply Now
POSITION SUMMARY...
The Broker Operations Specialist will support the day-to-day functions of Allieds BPO Broker Operations department including agent licensing coordination with client and vendor partners, assist with the agent commission payment processes set-up, processing, auditing, and issue of payment, financial accounting and reconciliation, reporting, and customer service inquiries.
ESSENTIAL FUNCTIONS:
Strong understanding of New Business and Reissue submission paperwork received from BPO Clients to ensure agents are setup accurately; Serve as subject matter expert.
Serves as a main point of contact with National General Licensing Team to ensure the correct documentation is received to complete new agent implementations.
Responsible for maintaining, updating, and testing of new Commission Schedules on the new business documents and reissue transmittals.
Review the agent Diff Report daily to ensure necessary changes are communicated to the appropriate departments for updates.
Respond to and assist agents via phone and email with commission issues and questions
Executes effective resolutions for escalated issues and ensure that the appropriate Allied teams are informed.
A basic understanding of agent workflows and business processes for all BPO Clients.
Develop efficient tracking and ad hoc reporting as requested for agent services.
Serve as a back-up in processing the commission run.
Assists in answering questions regarding the commission run and helps to troubleshoot when issues arise.
Performs other related duties as assigned
EDUCATION:
College Degree or equivalent experience required.
EXPERIENCE AND SKILLS:
2 years of experience working with BPO clients as a Broker or similar capacity required.
Intermediate level work experience with Microsoft Office, Word, Excel, and Power Point software applications required.
Experience with Group Health Insurance/Benefits preferred.
POSITION COMPETENCIES:
Job Knowledge
Time Management
Accountability
Communication
Initiative
Customer Focus
PHYSICAL DEMANDS:
This is a standard desk role long periods of sitting and working on a computer are required.
WORK ENVIRONMENT:
Remote
The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate
Apply Now