Level Funded Quoting Specialist

Warner Pacific Insurance Services•Westlake Village, CA

1d•$30 - $34•Remote

About The Position

The Level Funded Quoting Specialist is responsible for managing the analytical, carrier-facing, and consultative aspects of Level Funded new business within the Level Funded Center of Excellence. This role leads census analysis, carrier RFP submissions, proposal reviews, broker communications, ensuring accurate quoting, underwriting alignment, and high-quality benefit solutions. The LFQS works closely with Sales Teams, Brokers, Case Intake Specialists, and carrier partners to deliver timely, compliant, and competitive Level Funded proposals. This role requires strong analytical skills, carrier product knowledge, and the ability to communicate complex information clearly and confidently.

Requirements

High School diploma or equivalent required; additional education preferred.
Minimum of 3 years of experience in Level Funded, large group, or underwriting-adjacent roles.
Intermediate to advanced proficiency in Excel and spreadsheet analysis.
Experience with CRM systems such as Salesforce.
Strong analytical, problem-solving, and organizational skills.
Ability to manage competing priorities in a fast-paced environment.

Responsibilities

Analyze census data to assess group demographics, participation, and underwriting considerations.
Prepare and submit Level Funded RFPs to carrier partners in accordance with carrier guidelines and timelines.
Perform RFP scrubs to ensure completeness, accuracy, and alignment with underwriting requirements.
Review carrier proposals for accuracy, plan design, rates, and participation compliance.
Track RFP status and follow up with carriers to ensure timely quote delivery.
Follow up with Brokers and/or Sales Consultants on outstanding documents and information as per department workflow.
Initiate and manage follow-ups with carrier partners regarding RFP status to ensure timely quote delivery.
Serve as the primary point of contact for brokers regarding Level Funded quoting and proposal questions.
Communicate carrier feedback, underwriting requirements, and next steps clearly and professionally.
Collaborate with Sales Teams to align quoting strategy and carrier positioning.
Provide benefits proposal support, including plan and network recommendations based on carrier product guidelines.
Maintain real-time updates in CRM systems (e.g., Salesforce) to ensure accurate visibility and reporting.
Ensure opportunities, RFP submissions, and proposal outcomes are properly documented.
Support clean handoffs to implementation and service teams post-sale.
Maintain strong working knowledge of Level Funded carrier products, underwriting guidelines, and participation rules.
Stay informed on market trends and carrier strategies impacting Level Funded solutions.
Apply carrier guidelines consistently to quoting, proposal review, and broker consultation.
Maintain consistent, clear, and professional communication with internal teams, brokers, and carrier partners 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 sharing across Sales, Administrative, Service and Finance teams.
Conduct external training in support of new onboarding agencies.
Partner closely with Case Intake Specialists to ensure submission-ready data and smooth workflows.
Collaborate with internal teams to identify process improvements and efficiency opportunities.
Participate in projects and initiatives assigned by leadership to support the growth of the Level Funded Center of Excellence.