Agent Support Broker Clerical II

PPLSI•Ada, MN

9d•Onsite

About The Position

Under moderate supervision, the Business Solutions Agent Support Broker Clerical II is responsible for processing various applications, direct deposit setup, the issuance of revenue reports to our clients, commission adjustments, and other administrative tasks that support the overall success of our employee benefits division. The Business Solutions Agent Support Broker Clerical II will have the ability to communicate effectively, collaborate with internal and external contacts, meet deadlines, organization and time management, and the ability to maintain autonomy while working on projects and duties.

Requirements

High school diploma or GED or equivalent
3+ year of experience performing clerical work
Knowledgeable in Word and PowerPoint
Proficient in Excel
Good typing and 10-key skills
Excellent written and verbal communication
Excellent listening, negotiation, and presentation abilities
Adaptable and organized with ability to build rapport with customers
Ability to handle multiple deadlines, provide a detailed-oriented, and analytical approach to daily duties and relationship building with a high degree of confidentiality.
Ability to handle multiple deadlines, while working independently and maintaining a high degree of attention to detail, organization, accuracy, and sense of urgency.
Requires an individual with a positive professional attitude who can work as a part of a team or individually.
Critical thinking and problem-solving skills
Proactive approach with a passion for service and an ability to thrive in a results driven environment
Ability to work under pressure and quickly adapt to change

Nice To Haves

Exceeded performance expectation as Client Satisfaction and Agent Support – Broker Clerical I

Responsibilities

Review and compare General Agent/Broker Agreement setup for processing
Receive inbound calls/emails and complete outbound calls/emails from associates, general agents and brokers providing information as requested
Prepare and issue Commission Revenue Reports for brokers as needed
Execute Acquisition Requests received from Broker Relationship Managers/Directors
Issue Broker Leads to existing associate to facilitate the enrollment of new brokers
Research and perform Commission Adjustments and Rebuilds as requested
Train new hires in how to utilize tools effectively both on the phones and on the floor
Assist with escalated calls/emails
Support and coach Business Solutions Client Satisfaction and Agent Support – Broker Clerical I on the floor
Provide support to the team in the absence of a team member
Report of production numbers
Attend weekly mentor meeting
Account research and follow-up, special projects, etc.