Ancillary Rating Analyst- REMOTE

Warner Pacific Insurance Services•Westlake Village, CA

2h•Remote

About The Position

The Rating Analyst is responsible for generating employee benefit quotes which include medical and/or ancillary products, such as dental, vision, and life insurance. This role involves gathering client information such as census and group information, applying carrier guidelines, and ensuring that the quotes are accurate, competitive, and meet client requirements. The Rating Analyst works closely with the sales team, brokers, and other internal departments to deliver exceptional service and support in the creation of employee benefits packages.

Requirements

Exceptional organizational skills with a focus on email organization and systems.
Relationship minded– ability to become a trusted partner to brokers, sales representatives, and teammates.
Ability to navigate gray areas
High school diploma or equivalent.
Proficiency in using Microsoft Office suite, spreadsheets (intermediate skills).
Strong verbal and written communication skills.
Strong customer service skills.
Strong 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.

Nice To Haves

Familiarity with employee benefits products such as group health, dental, vision, and other ancillary products, is preferred.

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.
Customize benefits plans based on client needs, as appropriate.
Generate multiple state quotes on carrier quoting platforms, as needed.
Utilize CRM platforms such as Salesforce and other internal systems to provide transparency and 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 back-up/desk coverage, as needed.
Assist other team members/departments, as needed.
Overtime, as needed to support turnaround time goals and broker timelines.
Seasonal overtime during peak season is required and may include weekends and/or holidays.
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 and provide exceptional service throughout the quoting process.
Acknowledge urgent requests upon receipt.
Address client questions, concerns, or adjustments regarding their benefits packages and work to resolve any issues in a timely manner.