Rating Analyst- Hybrid/Remote
Warner Pacific Insurance Services · Brewster, NY · 1 wk ago
Finance$22.81–$30.41/hrFull-time
Overview of Responsibilities
- Quote Generation
- Efficiently manage a high volume of quote requests, balancing speed and accuracy to maintain productivity.
- 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 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.
- Client Communication
- 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.
- Absorb questions while running quotes on the Warner Pacific quoting engine.
- Collaboration & Team Support
- 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.
- Absorb assistance from other departments as needed to support organizational goals.
- 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.
- High school diploma or equivalent.
- Familiarity with employee benefits products such as group health, dental, vision, and other ancillary products is preferred.
- 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.
- While this position allows for remote work, there may be occasional in-office attendance for meetings, team collaborations, and other essential activities.
- Full-time, Monday to Friday, with overtime during peak periods, holidays, and weekends as directed by management.
- Minimal travel may be required for client meetings or training sessions.
- Hourly Range*: $22.81 - $30.41 per hour.
- Actual compensation may vary from posting based on work experience, education, skill level, and/or geographical location.
- * The hourly or salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role at the time of this posting. The Company may ultimately pay more or less than the posted range. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans.
- We offer a range of market-competitive benefits that include merit increases, paid holidays, Paid Time Off, medical, dental, vision, short- and long-term disability benefits, 401(k) + match, and life insurance.