Associate Rating Analyst

Role Overview

• 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 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
• Respond promptly to customer inquiries, within service level, delivering exceptional service throughout the quoting process
• Respond to client inquiries, concerns, or requests for adjustments related to their benefits packages, and work to resolve any issues promptly and effectively

Requirements

• High school diploma or equivalent
• Familiarity with employee benefits products such as group health, dental, vision, and other ancillary products 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

Benefits

• Merit increases
• Paid holidays
• Paid Time Off
• Medical insurance
• Dental insurance
• Vision insurance
• Short
• and long-term disability benefits
• 401(k) with company match
• Life insurance