Associate Rating Analyst- Remote

Warner Pacific Insurance Services•Westlake Village, CA

7h•$19 - $33•Remote

About The Position

The Associate Rating Analyst is responsible for generating employee benefit quotes, including medical and/or ancillary products such as dental, vision, and life insurance. This role involves gathering client information, including census and group data, applying carrier guidelines, and ensuring quotes are accurate, competitive, and meet client requirements. The Associate Rating Analyst collaborates closely with the sales team, brokers, and other internal departments to provide exceptional service and support in the creation of employee benefits packages. A working knowledge of the Warner Pacific proprietary quoting engine and certain carrier/vendor quoting systems is required.

Requirements

High school diploma or equivalent.
Proficient in using Microsoft Office suite, spreadsheets (intermediate skills).
Excellent verbal and written communication skills.
Strong customer service skills.
Solid analytical skills and attention to detail.
Ability to manage multiple tasks and prioritize in a fast-paced environment.
Ability to work independently as well as part of a team.
Demonstrate respect and professionalism in all internal and external interactions.

Nice To Haves

Familiarity with employee benefits products such as group health, dental, vision, and other ancillary products, is preferred.
A working knowledge of the Warner Pacific proprietary quoting engine and certain carrier/vendor quoting systems is required.

Responsibilities

Efficiently manage a high volume of quote requests, balancing speed and accuracy to maintain productivity that meets or exceeds departmental standards.
Collect and review detailed client information, such as employee census data, group information, plan preferences, and coverage requirements.
Generate competitive quotes for employee benefits products, including health, dental, vision, and other ancillary products, within service level, using various quoting engines/platforms.
Customize benefits plans to align with client needs, ensuring appropriate solutions are provided.
Generate quotes for multiple states using carrier quoting platforms, as needed.
Utilize CRM platforms like Salesforce and other internal systems to track and provide visibility into the status of pending items.
Communicate with clients, brokers, and sales representatives to gather necessary information and answer inquiries regarding available benefits plans and pricing.
Provide clear explanations of benefits plan structures, premium costs, and coverage options to ensure understanding.
Assist brokers who have questions while running their own quotes on the Warner Pacific quoting engine.
Work with the sales team, brokers, and account managers to provide support during the proposal process.
Provide team support and desk coverage as needed to ensure smooth operations during absences or high-demand periods.
Assist other departments as needed to support organizational goals.
Work overtime as needed, particularly during peak periods, to meet turnaround time goals and support broker timelines.
Perform related responsibilities and additional tasks as needed to support team and business operations.
Stay updated on trends in employee benefits offerings, plan designs, and the competitive landscape to provide the best possible quotes and recommendations.
Continuously monitor industry regulations (i.e., carrier 411) and compliance standards to maintain up-to-date knowledge of the employee benefits market.
Respond promptly to customer inquiries, within service level, delivering exceptional service throughout the quoting process.
Promptly acknowledge urgent requests upon receipt to ensure timely response and action.
Respond to client inquiries, concerns, or requests for adjustments related to their benefits packages, and work to resolve any issues promptly and effectively.
Treat all employees and internal/external customers with respect and support a positive and professional work environment.
Adhere to company policies, including those related to punctuality, attendance, workplace conduct and professionalism.
Adapt to change with a positive mindset and contribute to a supportive team environment.
Demonstrate strong judgment, integrity, and accountability in all aspects of job performance.
Complete assignments on time and proactively seek additional responsibilities when possible.